Navigating Benevity Grants

In this article:


Dashboard

The Benevity Grants dashboard is your personalized activity summary. It includes the key actions assigned to you in requests, invitations and follow-ups. There's also a customizable section at the bottom for your program's quick links and help content.

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Quick Searches

The Quick Searches section gives you easy access to your frequently used searches. You can add a total of 10 links to the Quick Searches section.

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To save a search to the list:

  1. Go to Tools > Advanced Search.
  2. Fill out the form.
  3. Select Save search at the bottom of the form.
  4. Add a name for the search, and choose if you want to add it to only to your Quick Searches list or to all users' list.

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Requests

The Requests section gives you quick access to the common actions you need to complete, such as reviews, payments or resubmissions.

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Here's more info on the options within the Requests section:

  • To review: Number of requests assigned to you that require action. A request requires action if it is NOT in a final status. Final status includes: Approved (and paid), Declined, or Cancelled. A request that is approved, but not paid, will show in the count. Select View requests to review to see a list of the requests requiring action.
  • From VIP: Number of requests submitted mentioning a VIP contact.
  • Ready for payment: Number of requests assigned to you, which are in Approved status and require payment. Select View unpaid requests to see all your requests which are awaiting payment.
  • Awaiting resubmission: Number of requests awaiting resubmission. Select View requests awaiting updates to see a list of all requests with the Awaiting Resubmission status.
  • Resubmitted: Number of requests that have been resubmitted. Select View updated requests to see a list of all requests with the Resubmitted status.
  • Mine vs All: Select Mine and only your requests will show. Select All and your entire program’s requests will show. 
  • All time: Choose if you want to see requests from all time or from the last 7, 14, 30, 60 or 90 days. 

Invitations

The Invitations section is an add-on feature. Contact your Benevity Client Success Manager and they'll help you add it.

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Here's more info on the options within the Invitations section:

  • Invitations sent: Number of invitations you’ve sent. Select View invitations to see all of the invitations you sent.
  • Responses via invitation: Number of requests submitted in response to your invitations. Select View responses to see all responses.
  • Mine vs All: Select Mine and only your invitations and responses will show. Select All and your entire program’s invitations and responses will show. 
  • All time: Choose if you want to see invitations from all time or from the last 7, 14, 30, 60 or 90 days. 

Follow-Ups 

The Follow-Ups section is an add-on feature. Contact your Benevity Client Success Manager and they'll help you add it.

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Here's more info on the options within the Follow-Ups section:

  • Surveys sent: Number of requests with a survey sent, but no response received. Note, only the requests you own will show. Select View all sent for follow-up to see all requests you own, which have surveys sent, but no responses received. 
  • Responses received: Number of requests you own that have received survey responses. Select View all with responses to see all requests you own that have received survey responses.  
  • Mine vs All: Select Mine and only your invitations and responses will show. Select All and your entire program’s invitations and responses will show. 
  • All time: Choose if you want to see follow-ups from all time or from the last 7, 14, 30, 60 or 90 days. 

Help and Quick Links

The Help and Quick Links section is an add-on feature. Contact your Benevity Client Success Manager and they'll help you add it.

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You can customize this section to include additional reference information on your program. You can rename the section title and decide what to include within it. This section will include the same information for ALL users. It cannot be customized on an individual user basis.

There’s a divider line in the box that separates the help content from the quick links. Think of the top help section as a place for some of the more frequently asked questions. And the bottom quick links section as a place for some of the most frequently used documents or websites.

 

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