Content for grants 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 Grants page and click Content in the left-side menu to access content for grants.
Grant Content
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
- 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.
- To use this content, 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}}