Lumi UK

  • Do not use Smart AGM.
  • Do use basic content websites.
  • Do not use custom domain addresses.
  • Do not use registration due to cost.
  • Do use email campaigns:
  • Identify who may attend through calendar downloads.
  • Supply username and password for Lumi AGM Mobile.
  • Send reminders about event.
  • Use Account\Membership Number to identify shareholder.
  • Do use custom From Email.
  • Do link to hosted documents, use personal data tags and URLS in email.
  • Do not use an approval process.
  • Do not require sensitive ID upload or letter of representation.
  • Do not require terms and conditions.
  • Do use external client report portal.
  • Report on:
  • Email Open rate
  • Email Accept
  • Email Decline
  • Calendar download