Customize Grants Content – Foundant Technologies

Grants Content allows you to add custom text and messages to specific fields in CommunitySuite. These fields control the content of grant-related emails and notifications sent to grantees and fund advisors. Each content field listed below includes a description of where it displays in the system and its default content, if applicable.

Merge fields are within curly { } brackets. Text within square [ ] brackets is plain text and can be edited. Merge fields cannot be added beyond those included in the default, but they can be deleted. Remove square brackets when updating content.

Who: Grant program staff who manage grant payment communications and notifications in CommunitySuite.

To view and edit Grants content fields in CommunitySuite:

Navigate to the Grants page and click Content in the left-side menu.

How to Use Grants Content

Use Grants Content to:

Customize the email body and subject line for grant award letters sent to grantees.
Edit the notification email a fund advisor receives when a grant check is posted.
Configure the body and subject line of reminder emails sent to fund advisors about upcoming recurring grants.

Grant Content

The Grant Content section contains content fields for grant payment emails, award letters, and fund advisor notifications.

Ach Grants Email Body

Content used in the email body sent when a grant is paid by ACH. Only works with Bambora Integrated payment processor.
Default content: ACH payment was processed.

Grant Award Letter Email Subject

Content used in the subject line of the email sent when an award letter email is sent.
Default content: Grant Award Letter

Grant Award Letter Email Body

Content used in the email body sent when an award letter email is sent.
Default content:
Hello {{grantee_name}},
You have been awarded a grant for {{total_grant_amount}}.
Please see the attached award letter for more details.
Thanks,
{{site.name}}

Grant Letter Email Body

Body of email content that is sent out with the grant letter.
Default content: Dear {{name}} {{salutation}} attached is your grant letter.

Grant Post Notify Email Body

Text for the automatic email a fund advisor receives when a grant check is posted to a fund they advise, when Grant Notify is enabled in the fund advisor record.
Default content: This is a notification that the following grants were paid:
{{#foreach grant}}{{fund_name}} :: Grant {{grant_id}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}

{{/foreach grant}}

Grant Unpost Notify Email Body

Content in the email that goes out if a grant payment is deleted and the Grant Notify email is enabled for a fund holder.
Default content: Payment on the following grants were reversed:
{{#foreach grant}}{{fund_name}} :: Grant {{grant_id}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}

{{/foreach grant}}

Recurring Grant Reminder Body

Text for the reminder email sent to fund advisors about an upcoming recurring grant.
Default content: None.
Example language: This is an automated notification to remind you that your recurring grant is approaching.
{{#foreach grants}}
Date: {{next_date}}
Fund: {{funit_name}}
Payment Amount: {{amount}}
Description: {{description}}
{{/foreach grants}}
Thank you for this recurring grant. Your giving reflects a passion to improve the community for the benefit of all its residents.
To use this content, a primary email must be set on the profile record, and do not mail cannot be set on the profile record. Recurring Grant Reminder Days must be set in Grant Settings.

Merge Fields

{{advise_profile_id}}
{{amount}}
{{anonymous}}
{{books_closed}}
{{covid_code_id}}
{{created_ts}}
{{description}}
{{end_date}}
{{error_msg}}
{{error_ts}}
{{expense_account_id}}
{{expense_account_name}}
{{funit_id}}
{{funit_name}}
{{grant_interval}}
{{grant_request_id}}
{{grant_type_id}}
{{grantee_contact_name}}
{{grantee_contact_profile_id}}
{{grantee_name}}
{{#foreach grants}}
{{amount}}
{{description}}
{{funit_name}}
{{grant_date}}
{{grant_id}}
{{vendor_name}}
{{/foreach grants}}
{{max_recurring}}
{{next_date}}
{{num_grants_created}}
{{owner_name}}
{{owner_profile_id}}
{{past_due}}
{{public_donations}}
{{remaining_amount}}
{{request_created_ts}}
{{revenue_account_id}}
{{revenue_account_name}}
{{rg_id}}
{{start_date}}
{{status}}
{{summary}}
{{template_id}}
{{template_name}}
{{to_funit_id}}
{{to_funit_name}}
{{vendor_id}}
{{void_ts}}

Recurring Grant Reminder Subject

Text for the subject line of the reminder email sent to fund advisors about an upcoming recurring grant.
Default content: None.
Example language: Your Recurring Grant is approaching.
To use this content, Recurring Grant Reminder Days must be set in Grant Settings.

Merge Fields