The content in this article includes functionality that is not included in the standard GrantHub Pro license. If you are interested in this functionality, reach out to Support.
When a donation is made through your donation hub, a donor has the option to indicate if they want to make their donation in honor of someone. A donor has two options to choose from for notifying the honoree or an individual associated with the honoree. If a donor selects to notify an honoree or an individual associated with the honoree, they can be notified either by email or physical mail. Honoree notifications are configured within the Correspondence area of CRM. A donor can also elect not to send a notification at all.
When a donor elects for their honoree to be notified via email, the honoree will receive an automatic email.
- Navigate to Profiles and click Configurations on the navigation bar.
- Click Edit.
- Select an email template from the Default Honoree Template drop-down menu.
- This template is the email that will automatically be sent to the honoree.
- This template is the email that will automatically be sent to the honoree.
- Click Save.
Now that the default honoree template has been set, the honoree will automatically receive an email if email notification is elected by the donor.
Physical Mail
When a donor elects for their honoree to be notified via physical mail, the default task assignee, which is a user within your site, receives a task notification email about sending a letter to the honoree or associated individual.
- Navigate to Profiles and click Configurations on the navigation bar.
- Click Edit.
- Click the site user who will complete the task from the Default Task Assignee For Physical Mail drop-down menu, and then click Save.
- The site user will receive an email notification for the assigned task.
- The task includes the honoree's address and the date of the donation.
- The site user will receive an email notification for the assigned task.
Workflow for User Notifying Honoree by Physical Mail
- Navigate to Tasks.
- Click the task Label for the notify honoree task.
- Click Download Document.
- After locating the file on your computer, print and mail it to the address listed on the task card.
- Select Completed from the Task Progress drop-down menu to mark the task complete.