Automatic Reminder Emails for Follow-up Reports and Applications
I would also love to be able to customize the 14 day submission reminder, or at least add another reminder 2 or 3 days prior to due date. And it would be fantastic if I could also do this with applications as well as follow-up forms.
Lynnette Donaldson
shared this idea
With our February 2024 release you can created automated emails for applications in draft. To edit the timeframe for this email and follow up you may do this through settings.
This current implementation only allows for one reminder but we are continue to iterate on this functionality, and encourage that if you would like to be able to set multiple reminders please like this idea to keep up todate: https://idealab.foundant.com/forums/339786/suggestions/42009139
The Foundant Team
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Frances
commented
I would like the option of automatic "deadline approaching" reminders for the Application AND the LOI stage also. We do this as a courtesy to all charities that are interested in applying to the foundation or are part-way through our process. It would be fantastic to have this automated in the process so that I do no have to manually do it.
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Sara Cryan
commented
Being able to set up automatic Application Reminders emails for applications in draft (exactly like with Follow up Forms) would help me out immensely. I use the universal application in SLM so some applicants will be eligible for 8 opportunities so they have 8 applications in draft. Some students are confused and think once they have submitted the universe they are done. This would also decrease the amount of applications I have to abandon.