Settings and activity
43 results found
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91 votes
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Andrea Gerhard
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3 votes
An error occurred while saving the comment Andrea Gerhard
commented
We've built this into our award acceptance & follow-up form, and provide clear guidelines for the expectation of what should be submitted (including who it's addressed to, what information to include, proper greeting and closing, etc.). Then we include an upload field - encouraging them to complete their letter within a .doc or .pdf format and then uploading it (to help ensure good formatting and grammar/spell check capabilities to minimize errors). That way we're also able to download and print them to share with donors easily. If what we've asked isn't initially received, the form is marked incomplete until the items to be adjusted or that are missing are included in the form. It helps us to maintain accountability with the recipient for the scholarship award. I understand this may be adjusted on a case by case basis depending on the nature of the scholarship/award. We build the 'follow-up form' on the information we need to ensure integrity in each process. I'd think you could edit the "follow-up" to be just the guidelines and either field or upload for them to include the thank you letter if that is all you need. (It would at least help you in the short term until another solution comes available.)
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87 votes
Thank you for the idea.
Would you hope this is implemented across all processes?
Andrea Gerhard
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50 votesAndrea Gerhard
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10 votes
An error occurred while saving the comment Andrea Gerhard
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It would be most helpful if I could upload an attachment directly into an email template, instead of having to back out to go into the email attachments tab and uploading it there, before having to go back into the email template and check the box when it finally populates on the list. Can the upload button be added into the template attachment section like it is now within the attachment section when I sent a one-off email? I'd like to have it all preset and save the extra step when I open a process. Need time savers wherever I can have them, minimizing clicks.
Andrea Gerhard
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3 votesAndrea Gerhard
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40 votesAndrea Gerhard
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17 votesAndrea Gerhard
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6 votesAndrea Gerhard
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23 votesAndrea Gerhard
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74 votesAndrea Gerhard
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43 votesAndrea Gerhard
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89 votesAndrea Gerhard
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7 votesAndrea Gerhard
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31 votesAndrea Gerhard
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34 votesAndrea Gerhard
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2 votesAndrea Gerhard
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6 votesAndrea Gerhard
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2 votesAndrea Gerhard
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79 votesAndrea Gerhard
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I would still also love to see this come to reality for the SLM - communication proves to be especially difficult with some graduating seniors (more so those who are entered manually due to school selected scholarships for funds we host). It is difficult to get a quick response through email in the summer months. To be able to send a message via text to students would be super helpful (and save my personal cell phone from having to do it). If there is any more movement on this, we'd love to know about it.