Status Mailer – Create Auto-Generated Emails

Once you have completed building your cycle, you may want to create auto-generated emails that will be sent to your applicants based on their statuses. The most common of these is a confirmation email that will go to applicants after they submit their application; however, you can create emails that will automatically be sent when any status is met. Learn a bit more about the statuses of GO Smart here. After you determine the statuses for which you want to create auto-generated emails, follow the steps below.

NOTE: You can only have one active status mailer per status at a time. If you use the Create New Cycle or Create New Program buttons to make a new cycle, any existing status mailers will also get cloned. You will need to update cloned mailers as dates and other information they contain can be outdated.

Name your status mailer something that will make sense to you when you see it listed in this Status Mailer table.
Click to add a new status mailer.
  1. Navigate to the Grant Manager tab > Status Mailer subtab.
  2. Select your program and cycle from the drop-down menu.
  3. Click the Add new Status Mailer button at the bottom of the window.
  4. The Email Editor will open.
  5. Add all necessary information.
    1. Changing the status to Disabled will turn off that status mailer without having to delete it.
    2. Include a BCC address if you would like to be notified as applicants’ statuses change.
    3. Attaching a PDF ensures that applicants have a final copy of their applications; however, they can always generate this PDF for themselves from their Current Programs & Applications tab.*
  6. Click the Add button located at the bottom of the Status Email Editor to save your text.
  7. Modify an existing status mailer by clicking the Edit button (this button will not appear until a status mailer has been created).
  8. Delete an existing status mailer by clicking the Remove button (this button will not appear until a status mailer has been created).

*Opting to Attach a PDF will always attach the Application PDF regardless of the status selected, save for the following three exceptions:

  • Intent to Apply Received – attaches the Intent to Apply
  • Interim Report Received – attaches the Interim Report
  • Final Report Received – attaches the Final Report