{"id":188,"date":"2017-08-07T20:49:24","date_gmt":"2017-08-07T20:49:24","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=188"},"modified":"2020-07-01T11:39:13","modified_gmt":"2020-07-01T17:39:13","slug":"sending-emails-to-applicants-and-reviewers","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/sending-emails-to-applicants-and-reviewers\/","title":{"rendered":"Sending Emails to Applicants, Collaborators, and Reviewers"},"content":{"rendered":"<div id=\"sendemail\">You can use ZoomGrants to send custom emails to groups of applicants and their collaborators and to your reviewers.<\/div>\n<h2>How It Works<\/h2>\n<div>\n<p>As an admin, you can create emails to send to applicants (and their collaborators on each application, as applicable) and to your reviewers. Emails to applicants can be based on <a title=\"Message\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/messages\/\">message templates<\/a> created in Program Setup, or they can be written from scratch each time a message is to be sent. These messages sent to applicants can contain <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/messages\/#using-merge-fields\">merge fields<\/a> to populate data from each application.<\/p>\n<p>Reports detailing the messages sent to applicants are stored in a <strong>Group Messages Sent <\/strong>report\u00a0housed on the admin <strong>Program Dashboard<\/strong>.\u00a0Click a message date link to open a popup that displays the message text, the recipients, and a link to the attachment (if included).<\/p>\n<p>When a customized email isn\u2019t needed, administrators can also use quick-send buttons to send generic reminders to all <strong>a<\/strong><strong>pplicants<\/strong> with overdue Reports (via the <a title=\"Reporting\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting\/\">Report<\/a> tab) or to <strong>r<\/strong><strong>eviewers<\/strong> who haven\u2019t yet completed their review (via the <a title=\"Scoring Report\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/scoring-report\/\">Scoring Report<\/a>).<\/p>\n<h2>How to Use It<\/h2>\n<h3>Sending Emails To Applicants (and Collaborators)<\/h3>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Dashboard &gt; Applications Tab<\/span><\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Applications Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>In the Applications Tab, open up the <strong><a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applications-list\/\">Applications List<\/a><\/strong>.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<ol>\n<li><b>Check the boxes next to\u00a0the\u00a0applications\u00a0for which you\u2019d like to send the message<\/b>.<strong><br \/><\/strong><\/li>\n<li><strong>Click Send Email to<\/strong> <strong>Selected<\/strong> at the bottom of the applications list.<img decoding=\"async\" class=\"wp-image-2196\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.24.35-AM.png\" alt=\"\" width=\"323\" height=\"64\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.24.35-AM.png 424w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.24.35-AM-300x59.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.24.35-AM-50x10.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.24.35-AM-60x12.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.24.35-AM-100x20.png 100w\" sizes=\"(max-width: 323px) 100vw, 323px\" \/><\/li>\n<li><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>Choose who else should receive a copy of the emails.\u00a0<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><br \/><\/strong><\/strong><\/strong><\/strong> <\/strong>\n<ul>\n<li>By default, all messages are sent to the <strong>application owner<\/strong> and any email addresses listed in the <strong>Additional Contacts<\/strong> field.<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"346\" class=\"wp-image-2190\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM-1024x346.png\" alt=\"\" srcset=\"https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM-1024x346.png 1024w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM-300x101.png 300w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM-768x259.png 768w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM-50x17.png 50w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM-1536x518.png 1536w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM-60x20.png 60w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM-100x34.png 100w, https:\/\/help.zoomgrants.com\/wp-content\/uploads\/2020\/07\/Screen-Shot-2020-07-01-at-11.17.22-AM.png 1618w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>You can also choose to send a copy to other folks listed on the application, including the Executive Director\/Supervisor and <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/app-owners-collaborators-addl-contacts\/#collaborators\">collaborators<\/a>.<\/li>\n<li>Additional emails can also be added to the message in the\u00a0<b data-stringify-type=\"bold\">Other\/Extra Email Recipients\u00a0<\/b>field.\u00a0 Additional email addresses added her will need to be separated with a comma.\u00a0 <em>Note: If utilizing Merge Fields in your message, the &#8220;Other\/Extra Email Recipients&#8221; will see the plain text version of your email just as it appears below.<\/em><\/li>\n<\/ul>\n<\/li>\n<li><strong>Create the message content<\/strong>.\n<ul>\n<li>Edit the subject.<\/li>\n<li>Select the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/messages\/\">Message Template<\/a> (if applicable).<\/li>\n<li>Perfect your message by directly editing the text in the message field, using <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/messages\/#using-merge-fields\">merge fields<\/a> and <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/html-formatting\/\">HTML formatting<\/a>, if you&#8217;d like.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Select the options<\/strong>.\n<ul>\n<li>Check\u00a0<em>Send me a \u2018Sent Email Report\u2019<\/em>\u00a0if you want an email record of the message content and to whom it was sent.<\/li>\n<li>Check\u00a0<em>Save this Template<\/em>\u00a0if you want to save the message text as the newest version of the template selected in step 4.<\/li>\n<li>Check\u00a0<em>Notified<\/em>\u00a0to also mark those applications<a title=\"Notify Applicants\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/notify-applicants\/\">\u00a0\u2018notified\u2019<\/a> and allow the applicants to see the Official Decision.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Add an attachment<\/strong>.\n<ul>\n<li>Click the \u2018Add Attachments\u2019 link in the Options section at the bottom of the Send Message window.<br \/><img decoding=\"async\" class=\"aligncenter\" src=\"http:\/\/www.zoomgrants.com\/Screenshots\/daddattachmenttoemail.png\" alt=\"Add Attachment Link\" width=\"199\" height=\"244\" \/><\/li>\n<li><img loading=\"lazy\" decoding=\"async\" class=\"alignright\" src=\"http:\/\/www.zoomgrants.com\/Screenshots\/dchoosefiletoattachtoemail.png\" alt=\"Choose File Button\" width=\"210\" height=\"167\" \/>In the popup that opens, click the button to select a file from your computer.<\/li>\n<li>Click the Upload button to upload the file.<\/li>\n<li>Give the system a few moments to upload the file. The window will disappear when the file has been uploaded.\u00a0 To remove the file, click the trashcan icon in the Send Message window.<\/li>\n<\/ul>\n<\/li>\n<li>Click<strong> Send It<\/strong>\u00a0when you\u2019re done.<\/li>\n<\/ol>\n<h3>Sending Emails to Reviewers<\/h3>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Dashboard &gt; Scoring Tab<\/span><\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Scoring Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>All emails sent to reviewers are generated in the <strong><a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/scoring-report\/\">Scoring Report<\/a><\/strong>.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<p>Scroll to the bottom of the page and click <strong>Send Email to\u00a0Full Committee\u00a0<\/strong>to open a new email to all committee members.<\/p>\n<p>To email just those folks who have incomplete reviews, use the\u00a0<strong>Report Type\u00a0<\/strong>dropdown to open either of the\u00a0<i>Reviewer Totals (complete)<\/i> reports, then use the\u00a0<strong>Send Email to\u00a0<\/strong><strong>Incomplete Committee<\/strong>\u00a0button at the bottom of the page to contact the reviewers who haven&#8217;t finished reviewing their applications.<\/p>\n<\/div>\n<h3>Sending Additional Reminders for Overdue Reports<\/h3>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Dashboard &gt; Reporting Tab<\/span><\/p>\n<p>In addition to the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting\/#how-to-set-it-up\">automatic report reminders<\/a> sent to applicants prior to the reporting deadlines, admins can also send emails to applicants with overdue reports.<\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Reporting Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click the Reporting tab on your Program Dashboard, then scroll to the bottom of the page and click <strong>Send Email to All Overdue<\/strong>. We will send a gentle reminder for each overdue report to the applicants and any additional contacts listed on those applications.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<div>\n<h2>Troubleshooting<\/h2>\n<h3>The Sent Email Report shows the merge fields, not the applicant data.<\/h3>\n<div class=\"clearboth\">\n<p><strong>Don&#8217;t panic!\u00a0<\/strong><\/p>\n<p>As the system preps each email to your applicant recipients, it finds the relevant data and drops it into the message before sending it. <strong>They will see the proper data from their application.<\/strong>\u00a0On your end,\u00a0in the <em>message confirmation<\/em> window, the <em>Sent Email Report<\/em>, and the <em>Group Messages Sent<\/em> section of the Dashboard, you&#8217;ll see the merge fields as you set them up. Don&#8217;t worry, though &#8211; your applicants will see the real data, not the merge fields.<\/p>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>You can use ZoomGrants to send custom emails to groups of applicants and their collaborators and to your reviewers. How It Works As an admin, you can create emails to send to applicants (and their collaborators on each application, as applicable) and to your reviewers. Emails to applicants can be&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,25,26,38,27,28],"ht-kb-tag":[81],"class_list":["post-188","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-applicationadmin","ht_kb_category-reviewadmin","ht_kb_category-all","ht_kb_category-postdecisionadmin","ht_kb_category-otheradmin","ht_kb_tag-jul20"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/188","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=188"}],"version-history":[{"count":28,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/188\/revisions"}],"predecessor-version":[{"id":2205,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/188\/revisions\/2205"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=188"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=188"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}