Thank you for your suggestion, Candice! I am happy to report we put this suggestion into action this month. In the September User Groups we heard several requests for help with Email Templates and Workflows, so we hosted a training webinar on that topic last week! That recording is now available as video in GOsupport. We look forward to doing these trainings more frequently based on your input.
Shared by Trisha at CFBC - Sample GOfund Rollout Email to Fundholders
Dear Esteemed Community Foundation Boulder County Fund Holders,
We are pleased to share with you Community Foundation Boulder County’s enhanced fund portal will roll-out tomorrow, Wednesday, August 23, 2023. Thank you so much for your excitement and flexibility during our launch process. We are delighted to share the fund portal enhancements with you and hope you will take advantage of all the features and benefits it has to offer. Our tester fund holders expressed gratitude for the ease of the portal and provided helpful feedback to improve your experience.
You will receive a welcome email (from Philanthropic Services) to log-on to the enhanced fund portal on the morning of Wednesday, August 23rd. You will simply click a link within the email, create a password, and be able to view your fund(s). The former portal will be closed and not functional as of August 22nd. You will be able to access your fund(s) as soon as you log-in.
We have many resources for you to access to learn about functions and how to navigate the fund portal:
We are deeply grateful to your persistence and dedication to being a catalyst for good in the Boulder County community. Please reach out with anything you need during this process!
With Gratitude, Your Friends at Community Foundation Boulder County firstname.lastname@example.org or 303-442-0436 P.S. We have over 100 Friends registered for our annual Friends gathering on Thursday, September 21. Haven't reserved your spot? Click here to RSVP.
The Community Foundation | 1123 Spruce Street, Boulder, CO 80302
Great ideas! While we do not have a case queue tracker yet for clients, we have improved the client view of support case status in the My Support tab. Our automated emails now include more information as well, including a message when your case is closed and how to respond if the issue persists.
Example: If your reported issue persists or you believe this case was closed in error, please reply to this email.
Posted by Elli Haerter (South Dakota Community Foundation) A technical question for the scholarship user group, for those of you handling recurring scholarships, for year 2 if a student is ineligible, but could regain eligibility in a future year, how do you handle them in Akoya? Probably not a GoApply question so much as a general Question. Do you make a text note on their contact record? or something more searchable? out of 1300 scholarships, we might have to do this for 50+students.