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  1. 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.

    77 votes

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    3 comments  ·  Email  ·  Admin →
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  2. 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.

    22 votes

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  3. 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.

    62 votes

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  4. font

    It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.

    4 votes

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  5. Copy Collaborators in Email Communications

    I'm hoping there is a way our foundation can copy collaborators in email communications and send them auto-generated emails for a request within GLM. Just as there is the option to CC/Copy a primary contact, It would be GREAT to have that same checkbox for CC/Copy collaborators. So many of our organizations use grant writers who are not affiliated with their organization to submit proposals and we need our communications to go to them!

    10 votes

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  6. schedule emails

    It is as simple as, we would like to have the option to schedule send emails in SLM.

    4 votes

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  7. bulk email to evaluators

    It would be really nice for Grant Managers to have the option in Tools to be able to create and send group emails to their Reviewers on specific application processes. I do recognize there are areas that you can send emails to all of them but it's buried within the dashboard/application and if you picked more than one application it would send multiple emails to the reviewers. It would be nice to do it on a higher level.

    5 votes

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  8. third party link

    The email the system sends to a third party is editable except for the link to the request. Would it be possible to make that link much more visible? Like a button or header size or something?

    5 votes

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  9. Third-Party batch email options

    We frequently follow-up with third-party respondents in applications. It's time-consuming to click into each application, process, email history to make those connections. We'd like "email third-party respondents" as one of the bulk option for selected applications.

    6 votes

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  10. Email Draft Outbox

    It would be amazing if there was a draft email box, that you could stage emails in until sending. I.e. Save a draft of the preview of the email.

    Our Director does a final approval of the notification letters prior to sending, which we send via Email Templates in GLM. Ideally, there would be a way for the draft to be created by one user then reviewed by another, so the first user can send the email.

    5 votes

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  11. merge fields from request

    It would be great if all fields were available for email merges. Specifically, we schedule in person meetings as part of our review process, and those times are loaded into the application and evaluation so that I can display them for evaluators. I'd love to pull that field into the applicant emails. This is currently the only process email that I have to send outside of Foundant.

    3 votes

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  12. email status

    Email Statuses.

    I was not able to find definitions for email statuses in the Support Hub. Client Services were helpful in showing me to go to Communications>Email History and hover over the question mark beside each status

    Would it be possible to have the question mark/definition functional wherever an email status icon is found?

    And perhaps post the definitions in the Support Hub?

    It might also help to tell a bit more (see quotes):

    Sent: The email was sent from the system to the email provider. "The green check mark will indicate it has been received by the email provider…

    2 votes

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  13. Auto-email when closing grants

    My suggestion would be to be able to send an automatic email to any grantee when a grant is closed from the admin side. This would function much like an auto-email goes out when a progress report is scheduled.

    3 votes

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  14. Add a BCC field to system generated email "{{Funder.Name}}: Registration for Online Application".

    It would be nice to be BCC'd every time a new user create a profile in Foundant. This seems like a ripe opportunity to create a connection with someone new to our world. Thanks,

    5 votes

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  15. Salutations for Email Templates

    It would be helpful in the Update User section if there was a field for the individual's preferred greeting that could be pulled into email templates. We have had quite a few comments that the traditional salutation prefix greeting is restrictive to one's identity - as not everyone is a fan of Mx.

    Additionally, many of our applicants prefer to be addressed by their first names, while others prefer the more formal Dr. Smith or Pastor Smith for example. Adding a field for a preferred greeting would allow us to use the batch email feature while still respecting individual preferences.

    5 votes

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  16. Archiving Follow-up Forms

    It would be nice to be able to archive follow-up forms that we no longer use for various reasons as we can now archive processes and email templates.

    5 votes

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  17. Control when scholarship details are viewable on student dashboards

    It would great if we could control when the application status on students' dashboards are updated so they won't see their approved or denied scholarships until high school students have their awards presentations at their high schools and our notification emails have been sent (in relation to the date they are notified by their school). Currenlty, we have to decide whether to keep students in the dark well after they've been notified by their school or spilling the beans early for those students who haven't yet had their awards presentation event. It would be wonderful if the status update was…

    6 votes

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  18. Option to use organization's domain name in auto-email communications

    It would be great if there was a way for use to use our own email domain and address for emails sent from GLM and SLM (rather than @grantinterface.com as it is today) for emails sent from the system, both automated and user generated.

    We believe this would improve the professionalism of the email to have all communications come from our own domain, and allow us to standardize our communications with email recipients, and take advantage of their already having our domain identified as a safe sender.

    This approach may not be for everyone, so having this as an optional…

    2 votes

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  19. Automated Reporting

    Having a feature to automatically run a report for x amount of time (e.g. monthly) and emailed to x people (e.g. way to insert email addresses)

    4 votes

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  20. Email history

    It would be great if email history could be filtered by automated vs. sent out from an Admin.

    2 votes

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