Pop-up Communications for Fund Advisors that show in the Portal
Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.
Hollie Short
shared this idea
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Stephanie Gassen
commented
Login Pop-Up Notifications for Fund Advisors - This feature could enhance communication with fund advisors using the platform. Specifically, it would be helpful to have a pop-up notification window appear when a fund advisor logs in.
This pop-up could be used for:
Announcements about the grant catalog (e.g., opening/closing dates, deadlines, reminders).
Notifications when the foundation office is closed for holidays or special events.
Other time-sensitive updates that advisors need to be aware of right away.
Having this tool would ensure important messages are not missed, while reducing the need for multiple reminder emails. Ideally, the pop-up could be set to:
Display once per login (with a “dismiss” or “got it” button).
Be customized by administrators for different types of alerts.
Optionally expire automatically after a set date.
I believe this would improve the user experience and streamline communication with our advisors.
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Laurel Shulman
commented
We agree - we would love for a way to bring key information to a fund advisor's attention. A content area would work well too - the or ability to add an external "alert" to the portal so fund advisors would see it.
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Jenny Flynn
commented
Very important to allow for surfacing opportunities to fund holders and individualizing their experience as well as a chance to fund important community needs.
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Eyerusalem Gehringer
commented
This would be a great communication tool. Communication teams are limited in what they can put in front of donor's eyes and this would be great to include. Especially if there was one for the first time they log in.