The system has a number of tools to help administrators use email to communicate with past and pending applicants, award recipients, and evaluators. Emails can be generated from several places in the system including contact records, the request summary page, and when viewing lists of requests or grants at any particular stage on the dashboard.
This article gives an overview of information related to emails. Click on the resource links for more details.
The Email Template tool allows administrators to build email templates which can either be manually sent or automatically sent when a specific action is taken from within the system. Automatic emails using email templates can be assigned on a process-by-process basis. When emails are sent manually, files may be attached to the email to provide additional content.
Merge fields may be added into emails to populate specific information related to the recipient and request associated with the email being sent. Merge fields can be used when creating an email template, editing an existing template, or sending an email without using a template.
- Email Merge Field Guide
- Merge Fields in Email Templates
- Universal Application: Merge Fields in Email Templates
The Email History page allows you to view the delivery status and content of emails sent from your site. You may search for specific emails and re-send emails from the record on this page.
Emails sent individually or in batch can be previewed before sending to ensure that the email is showing information as intended. This is especially useful if you are using email merge fields and would like to ensure they are pulling the intended information before sending the email.
Safe Sender List
While using the email functionality, users who are expecting to receive emails from the system may occasionally experience issues when receiving emails. This often means that their email provider doesn't trust the email domain used by the system. The article below may be sent to users in your site if they are experiencing issues receiving emails from the system.