Content for Fund Advisors allows you to add custom text and messages to specific fields in this area. This article lists the available content fields, where they display within in the system, and how to edit the information associated with each field.
Default content is the last bullet point on the relevant content names that have default content. The merge fields are within the curly { } brackets. Text within the square [ ] brackets is plain text, not merge fields. You can delete entire merge fields, but you cannot add merge fields that are not included in the default. You can edit any plain text. Make sure you remove any square brackets when updating the content.
- Navigate to the Fund Advisors page and click Content in the left-side menu to access content for fund advisors.
Fund Advisors Content
Advisor_approval_email_body
- Content used in the email body sent when a grant request is submitted that requires the primary fund advisor's approval.
- Default content: Grant request {{grant_request_id}} was submitted by {{owner_name}} for {{amount}} to {{grantee_name}}/{{description}}.
Advisor_login_email
- Email that is sent to fund advisors when Send Login Emails is clicked in Fund Advisors or Send Login Email is clicked in a fund advisor record.
- This content can be overwritten when sending from a fund advisor record.
- Default content: Dear {name}, Use the link below to setup your {site_name} online account info. You will create a password; please put it somewhere you will remember. Contact me if you have any questions or problems. {login_link} Thanks {employee_name}
Merge Fields
{{employee_name}}
{{first_name}}
{{label}}
{{last_name}}
{{login_link}}
{{name}}
{{salutation}}
{{site_name}}
Advisor_request_confirm_email_body
- Email that is sent to fund advisors confirming they have submitted grant requests online. If grant requests are submitted in batch, the fund advisor will only receive one email for the entire batch of requests.
- Default content: Your request(s) were received. {{#foreach request}}{{amount}} to {{grantee_name}}/{{description}}{{/foreach request}}
Merge Fields
{{advisor_email}}
{{#foreach request}}
{{address}}
{{address2}}
{{amount}}
{{anonymous}}
{{approval_owner_id}}
{{approval_owner_name}}
{{approval_profile_id}}
{{behalf_memory}}
{{city}}
{{contact}}
{{created_ts}}
{{description}}
{{email}}
{{funit_id}}
{{funit_name}}
{{grant_cycle_id}}
{{grant_cycle_name}}
{{grant_id}}
{{grant_request_id}}
{{grantee_contact_email}}
{{grantee_contact_first_name}}
{{grantee_contact_last_name}}
{{grantee_contact_middle_name}}
{{grantee_contact_profile_id}}
{{grantee_contact_suffix}}
{{grantee_contact_work_org}}
{{grantee_contact_work_title}}
{{grantee_name}}
{{guidestar_ein}}
{{guidestar_org_id}}
{{notify_address}}
{{notify_address2}}
{{notify_city}}
{{notify_name}}
{{notify_state}}
{{notify_zipcode}}
{{owner_id}}
{{owner_name}}
{{owner_profile_id}}
{{phone}}
{{primary_advisor_approval}}
{{rg_id}}
{{state}}
{{template_id}}
{{template_name}}
{{to_funit_id}}
{{to_grant_id}}
{{vendor_id}}
{{vendor_name}}
{{void_ts}}
{{zipcode}}
{{/foreach request}}