New applicant portal - email communication

Kayte Wisor
Kayte Wisor
Kudos 2 Second Anniversary Name Dropper Facilitator 1
in Blackbaud Grantmaking™ General Discussions

I found it important to discover that we will need to use two separate methods of communicating with grantees currently, and they don't store the same way in the database, so I guess we need to develop some internal way of managing who has received what communications as it's no longer stored as an Activity consistently across the system.

1) all of the emails that go out from the new portal (you can turn many of these off one by one, but not all of them.) These are NOT tracked as Activities in your database. I guess you can bcc yourself, this is not a solution for our quantity of communication personally.

2) other emails that will still go out from the Document template manager (in our case, approvals and declines) which ARE tracked as Activities.

For us, that also means it's important to let grantees know there are two different domain possibilities for emails to go to Spam folders, as they almost always do- yourcause.com as well as grantapplication.com

Comments

  • Kayte Wisor
    Kayte Wisor
    Kudos 2 Second Anniversary Name Dropper Facilitator 1

    Also - not all of the system emails are functional in the new portal, but there's no way to know which ones are or aren't (or that's what I was told). And you have no way to tell if they've sent automatically or not (happy to be corrected on this if I'm wrong!).

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    @Kayte Wisor Hi! Thank you for your posts. I have reached out to your Customer Success Manager and I understand they've been in touch. I've also ensured my team is aware of your feedback.

  • Kayte Wisor
    Kayte Wisor
    Kudos 2 Second Anniversary Name Dropper Facilitator 1

    @Crystal Bruce Thanks Crystal! Just trying to make sure others are aware, and hoping they share experiences as well, since it's a painful process and we can help each other through it.

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