Manage your emails for grant requests and invitations

The Benevity Grants email correspondence tool is like a notification centre. A place to view and manage the automated emails that you send to applicants. From within the tool, you can view the status of emails, cancel emails, and add additional emails outside of the automated ones you already have set up.

In this article:

• View your emails
• Cancel an email
• Add a correspondence email
• Email statuses and queues

View your emails

1. Open the request or invitation.
2. Under Actions, located on the right-side of the screen, select Manage email.
3. A list of your emails, including their status and type, will display in the Email correspondence pop-up window.
   
   

Cancel an email

Note: You can only cancel emails that are in the queue and not yet sent.

1. Open the request or invitation.
2. Under Actions, located on the right-side of the screen, select Manage email.
3. Click on the email.
4. Select Cancel email at the bottom of the window.
   
   

Add a correspondence email

Tip: If you find yourself sending out additional emails, via the steps below, speak with your Benevity Client Success Manager to see if those emails could be automated. For example, when a request status changes to Pending, you might want to send an automated email to applicants to let them know their request is currently being reviewed.

1. Open the request or invitation.
2. Under Actions, located on the right-side of the screen, select Manage email.
3. Select Add a correspondence email. 
   
   
   
   
4. Fill in the details. Note: The date and time is UTC time. Use a time zone converter to see what time it is in your local area.
5. Select Save. The email is now added to the queue.
   
   
   
   
6. (optional) If you want to edit the email before it gets sent out, select it from the queue and make your changes.

Email statuses and queues

Email status:

• Green check mark means the email was sent on the date and time listed in the Date
• Red x means the email was cancelled. If you cannot cancel the email, it might have already been sent.
• No check mark means the email is in the queue to go out on the date and time listed in the Date

Email queues:

• If you have automated emails set up, when you approve or decline a grant request, the related email gets added to the email queue. But, the email does not get sent out immediately. This delay is to make sure that if the request decision was a mistake, that you have time to fix the decision before an email gets sent to the applicant. The default waiting time is two days, but you can change it to something better suited for you by speaking reaching out to grants@benevity.com.
• Types of emails in the queue: confirmation, pending, approval, declined, notification or pre-approval.