Fund Advisors Site Custom Content

Site Custom 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 site custom content is the last bullet point on the relevant site custom 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.

1. Navigate to the Fund Advisors page and click Content in the left-side menu to access custom 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 site custom 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 site custom 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}

Advisor_profile_edit_header

• This content displays on the fund advisor portal in the fund advisor profile.
• Default site content: none

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 site content: Your request(s) were received. {{#foreach request}}{{amount}} to {{grantee_name}}/{{description}}{{/foreach request}}

Fund_advisor_contribution_tab_header

• If the Contribution tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_files_tab_header

• If the Files tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_financial_tab_header

• If the Financial tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_grantcatalog_tab_header

• If the Grant Catalog tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_grantrequest_tab_header

• If the Grant Request tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_grant_tab_header

• If the Grants tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_investment_tab_header

• If the Investment tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_invoice_tab_header

• If the Invoice tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_pledge_tab_header

• If the Pledge tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_receipt_tab_header

• If the Receipts tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_split_interest_tab_header

• If the Split Interest tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_statement_tab_header

• If the Statements tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fund_advisor_voucher_tab_header

• If the Voucher tab is enabled in fund advisor settings, then this content displays in the header on the fund advisor portal.
• Default site content: none

Fundmanager_header

• This content displays on the fund advisor portal login page. It can also be viewed on the Choose Fund and Home page.
• Default site content: none

Fundmanager_login_footer

• This content displays below the login button on the fund advisor portal login page.
• Default site custom content: If you need to reset your password please contact us.

Grant_request_header

• Content displays in the fund advisor portal at the top of the Grant Request page.
• Default site custom content: Use this form to request a new grant or contribution from your fund. Select a grantee from the drop-down menu or enter a new nonprofit. [founationname] will receive notification of your request and process your grant. We will notify you once the grant has been completed. Grants already processed from your fund are listed.

Grant_request_submit_footer

• Content displays in the fund advisor portal during the review stage of the grant request process.
• Default site custom content: none