87 results found
-
reneamuellerleile@rosenaufoundation.org
Additional standard merge fields available in email templates and the ability to customize / add your own to the forms. We have information that must legally be included in our approval and denial letters which are not available to be merged into the email, so we need to stop and fill in each manually, reducing the efficiency of automation within GLM.
4 votes -
Email to Admin in Evaluation Stage
It would be nice if we could have a notification to administrators when an evaluator has completed their evaluations so you know to move to the next step.
12 votes -
Ability to link incoming e-mails directly to a request/organization
In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.
However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).
There is a lot of back and forth with applicants and grantees, so that would be very useful!
10 votesWe are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
-
Email sent from GLM
Is there a way in GLM when sending an email to have the reply come back into the system so that it is recorded? Currently, I input my outlook email address in the "Reply To" but that does not pull into the GLM. I would like to be able to keep track of responses in a more seamless manner.
4 votes -
Include Grant Req Notes in "Request Confirmation" Email
For Content Area > Advisor Request Confirmation Email, please add "Special Instructions" (aka "Grant Req Notes") as merge field option so donors have confirmation that their full request, including tribute info/purpose, went through.
Thanks! - TCF
2 votes -
Allow e-mails to be delayed or scheduled in advance
We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.
37 votes -
Report Complete Automation
It would be helpful for our grantees to receive a message when a previous report was accepted (completed on our end) so they can move onto the next report that’s due. The only notification they receive is if the reports are sent back as incomplete.
2 votes -
Email template logic
It would be so useful to be able to incorporate logic into email templates. If I could have one sentence if a certain condition is true, and another if it's not, would save me from having to create (and maintain!) a multitude of templates.
3 votes -
Email notification to multiple applicants
I had a partner organization reach out to ask if it was possible for their organization to receive email notification to multiple people from the system. From the sounds of it, in the GLM only the applicant of the request (or assignee of follow-ups) can receive the automatic emails generated from the system.
If it would be possible to have an option to select multiple recipients for an email to be sent from the system that would be great!
6 votes -
Folders for Communications Templates
It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.
98 votes -
Automatic Emails Editable
Can there be an automatic email for the "LOI Declination?" Or better yet, can it be determined by the administrators which emails are automatic or not?
1 vote -
Due date for evaluations
Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.
74 votes -
Donation email body content
Allow for merge fields to be used in Donation email body - currently only name & salutation are available, however more merge fields are allowed in Donation notify email body
https://support.foundant.com/hc/en-us/articles/5626818564375-Donations-Content
1 vote -
recall emails when mistakes are made
can we have a way to un send emails when we mess up?
4 votes -
installment
'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.
8 votes -
Draft Emails
It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.
15 votes -
Batch emails to users assigned to committees (UA)
An idea! Currently, there is no way to batch email only users who are actively assigned to a scholarship committee. There is only a way to email all users who have scholarship committee as their role. This would be helpful with sending pre evaluation updates before evaluations are assigned. Currently, you have to manually send out emails to those assigned to committees.
3 votes -
Manually Add/Remove Email Address in Batch Email
It would be really helpful to be able to remove/add individual emails when using a batch email to applicants/evaluators. It is so tedious to manually type each email when you only need to exclude a handful.
2 votes -
email history
It would be helpful to be able to build a report that demonstrates the status of an application based on email. For example, an application that has been denied, whether they have been emailed and the status of the email (ie whether they have opened it). Right now we are tracking that outside of GLM. Thanks!
1 vote -
auto email at grant period midpoint
Option to send auto emails at the midpoint of the grant period. No need for any reporting at that point, but we want to remind grantees to contact us if they have questions or anything has changed.
3 votes
- Don't see your idea?