How do I set up an award and declination email template?
Once your fund has marked commitments on the JustFund platform, you are ready to send out awards and declination emails to your applicants to notify them of your decision.
Managing Award and Declination Email Templates
To manage your email templates, follow these steps:
- Click Communications in the navigation bar.
- Note: This option will only be displayed if the fund user has the Mark Funding permission turned on. Click here to learn more about how to manage user permissions on your account.
- On the Template Management page, you'll be able to create, duplicate, and edit templates for:
- Invitation emails
- Award emails
- Declination emails
Creating and Editing Award Email Templates
- To set up an award email, select the Awards category and click + Template.
- The default award template will appear for you to update with customized content, pre-populated with key fields:
- Grant Recipient
- Grant Amount
- Grant Type
- Project Purpose
These fields cannot be edited, as they will be automatically populated with commitment information your team has marked via the funding modal.
Once you save your template, you will be brought back to the management page. To edit, duplicate, or delete a template, select the corresponding icon in the Actions column. You can save as many award templates as needed.
To streamline your workflow, you can select a default template. This template will automatically be selected when you're ready to send an award email.
Creating and Editing Declination Email Templates
- To set up a declination email, select the Declinations category and click + Template.
The default declination template will appear for you to update with customized content. The Applicant Name field will be pre-populated with the applicant the email will be sent to.
All text fields are editable but cannot remain empty, otherwise the Save button will be disabled and the declination template will not be saved.
If you click Cancel, you will be returned to the declination templates page. If you click Save, the award template will be saved and displayed at the bottom of the declination templates table.
To edit, duplicate, or delete a template, select the corresponding icon in the Actions column. You can save as many award templates as needed.
To streamline your workflow, you can select a default template. This template will automatically be selected when you're ready to send a declination email.
To learn how to send out your email communications, click here.