We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
Coming Soon
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Portal Options-Portal Content-Fund Advisor: Add a new email content area called Advisor Abandoned Cart Email Body. This new email content area allows users to customize and send an email to fund advisors who have abandoned their carts.
Fund Advisors: Added a Send Email Reminder option to List Carts. This feature enables users to manually send an email reminder to fund advisors with abandoned carts. Users must enable the Cart Reminder Email in Fund Advisor Settings to activate this feature. This update enhances communication with fund advisors by allowing foundations to follow up on abandoned carts, providing a more tailored reminder process.
Note: This is not an automatic email. Foundations can control how frequently they send reminders to fund advisors.