This webinar provides an in-depth overview of the email events and reminders functionality within the CyberGrants platform, a strategic philanthropy tool from Bonterra. The email events are automated communications triggered by specific actions or milestones within the system, such as grant approvals, donation confirmations, and overdue impact reports. These emails can be customized at both the default and program-specific levels, allowing administrators to personalize the content and formatting to meet their unique needs.
This webinar also covers the email digest feature, which aggregates a daily summary of all pending requests, enabling administrators to efficiently manage their workflow without being inundated with individual email notifications. Additionally, the presentation explains the process for testing and validating email communications, ensuring the content, formatting, and merge field functionality are accurately displayed before publishing to the production environment. The webinar emphasizes the importance of configuring the email sender and reply-to addresses to maintain a professional and secure communication channel with CyberGrants users.
Understanding Email Events & Reminders Presentation Slides
