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Mass Mailer – Email All Applicants in a Status

By September 27, 2017June 29th, 2021Grant Management, Knowledge Base

If you need to immediately email all applicants in one or several statuses, use the Mass Mailer tool.

  1. Navigate to the Grant Manager tab > Mass Mailer subtab.
  2. Select your program and cycle from the drop-down menu.
  3. Check the status(es) of applicants to whom you want to send a message.
  4. Click Select.
  5. The Email Editor will open.
  6. Add all necessary information.
    1. Include a custom name and “reply to” email address, but note that all emails will be sent from noreply@gosmart.org. We recommend adding a note somewhere on your site, in your forms, or in your confirmation messages that applicants should add noreply@gosmart.org to their whitelists to ensure the receipt of all system emails.
    2. Include a BCC address if you would like to receive a single copy of the email as well.
    3. Attaching a PDF ensures that the applicant has a final copy of their application; however, they can always generate this PDF for themselves from their applicant site.*
  7. Click Preview Email at the bottom of the editor to preview.
  8. If you are satisfied with your message, click Send to send. Otherwise, click Edit to go back and modify the message before sending it.

*Opting to Attach a PDF to a Mass Mailer will always attach the Application PDF regardless of the status selected. You cannot push the Intent to Apply, Interim Report, or Final Report from a mass mailer. If you want to send these forms en masse, create a Status Mailer for the [Form] Received status and change the user’s status to that [Form] Received status from the grant manager dashboard.

Check the box for the status(es) of applicants to whom you want to send an immediate email.