Description of Email Functionality
The system has a number of tools to help administrators use email to communicate with applicants, award recipients and other users. Emails can be sent to any user in the system including past and pending applicants, award recipients and evaluators. GLM allows you to set up automatic emails, send a single email to everyone in a group that you selec...
Building Email Templates
The Email Template tool allows administrators to build email templates which can be manually sent or automatically sent in response to a specified event. Follow these steps to build a new email template: 1. Click on the “Email Templates” link under Communications in the navigation menu. 2. To build a new template click on the 'Add New Template' butt...
HTML in Email Templates
You have the ability to format the text in your email templates using the Rich Text Editor while composing or editing an email. This is the same editor that is used in the instruction area when adding/editing questions on forms. The options in the rich text editor include: Paragraph Format Bold Italic Underline Numbered & Bulleted Lists Increase...
Merge Fields in Email Templates
You may add merge fields into emails and email templates to customize each email. The merge fields will be specific to the recipient and request associated with the email being sent. The Merge Fields will be available when you create a new template, edit an existing template, or send an email without using a template. While editing, the merge fields...
Email Notification Event Types
There are several automatic email notifications that can be sent from your system. The automatic email notification event type options include: Application Assigned or Assignee Assigned: an automatic email gets sent to the Applicant notifying them that there is an application waiting to be filled out in their site. The approval of an LOI triggers t...
System Emails
Within the Email Templates page, there are some default (system) templates that go out automatically when specific actions are taken from within the system. These can be found under the System group on the Email Templates page. They include the email that goes out to an applicant when they initially create their account and when a user forgets their...
Previewing Emails
You have the ability to preview an email, or batch of emails, before sending. This is especially useful if you are using email merge fields and would like to ensure they are pulling the intended information before sending the email. To preview an email, begin the process of sending the email either as a batch or as an individual email from a request...
Send Batch Emails Using Email Templates
Batch emails can be sent from the Requests & Decisions page, the Users page, or from any of the workload pages on the dashboard. To send a batch email: Navigate to the page that includes the recipients you want to email. Select the boxes to the left of the users that you want to email, or you can use the shift button to select multiple users at ...
Email Attachments
In order to attach a file to an email in you must first upload the desired file into the system. To do this, click on Email Attachment s as located under Communications on the navigation bar at the top of the page. Once in the Email Attachments page, click on Upload a File , to pick the file you’d like to upload to the system. When you click on c...
Email History
The Email History page allows you to view the delivery status of emails sent from your Foundant site within the past 90 days. This can be edited from the Settings page by selecting the gear icon at the top of any page. To access the Email History page, go to Communications in the top navigation menu and select Email History from the drop down list. ...
Email Deliverability Status
Within the Email History page, you can filter your search by selecting the Email Statuses that you would like to appear in your search results. You can view Status definitions by clicking the blue info icon on the far right of the Email Status tab. For example: If you only wanted to see emails that “Deferred" (where a delivery attempt was made, but ...
Email Receipt Verification
From the Email History page, you have the ability to view the status of emails sent from your site. This can be used to make sure emails from your site are being received by your applicants. You also have the opportunity to send the email again to confirm receipt of system emails after you have made your safe sender updates. "Send Email Again" bu...
Safe Sender List Email Instructions
As part of the online grant/scholarship application system you are using, you may receive emails related to your request. The sending address for these emails is: administrator@grantinterface.com If you do not see an email from this address upon registering with this online system, it is likely that your email provider’s spam filter has caught our c...