You can create and send grant cycle invitation emails to applicants directly from your JustFund account. Navigate to the Profile icon and click the Email Template Management option from the list.
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 can create, duplicate, and edit templates for invitation, award, and declination emails.
Setting up the invite template
To set up an invitation email, select the Invitations category and click + Template.
When the default invitation template appears, edit the following text boxes and add a logo:
- Subject line
- Body of the email
- Closing of the email
Note: The Save button will remain disabled until all text boxes have been updated with information. The customizable fields cannot remain empty.
The grant cycle name, grant cycle deadline, applicant name, and fund contact information will automatically populate based on the grant cycle RFP and the applicant receiving the email.
Click the Preview button to preview your new Invitation email. Then, click the Save button when you are done editing the template.
All saved templates will appear in the Invitations section of the Template Management page. You will be able to sort your award email templates with the following filters:
- Template name
- Created by
- Date created
- Modified by
- Date modified