How do I send an email from the new system?

Nikki Pirain

We just launched an application form that closed at the end of December. I created a declination email and activated it, but I can't figure out how to send it to the grantees that we are declining. I also can't seem to find how to do it anywhere in the instructions/directions.

Another question - how can I add merge mail template & when I try to “insert tokens” they don't seem to be sticking?

Or is this just another “feature” that isn't working yet?

Jason Kelliher

@Nikki Pirain
You should continue to use your standard emial templates that are part of the Document Template manager. The Declination and Approvals emails in the DTM are still active and are not impacted by the Grantee Portal.

Kayte Wisor

@Nikki Pirain
Hi Nikki, we are struggling with this because it means we have emails coming from both places (Document Template Manager and the new portal) which of course means two different domains (@grantapplication.com and @mycause.com), and also means the ones coming from DTM are tracked as activities on the records in the database whereas the portal communications aren't, causing incomplete data in our system. This is frustrating to say the least.

Nikki Pirain

@Kayte Wisor @Jason Kelliher Frustrating is an understatement! Why do we have these things if they do not work yet? It's bad enough that I can't send an email in the new system, but I won't be able to even track it if I did? Why is BB asking to switch over to something that doesn't have all of the features fully functioning? I'm too busy to be someone's guinea pig. There's just me doing all of this work.