If you are building a nomination process using the General template and also need to include reference letters, you'll want to carefully craft the language on the reference letters section of the Requirements page.


Here are some notes about the set up:

  • Usually, the "Applicant Name" for nomination processes is actually the nominator, since they are filling out the nomination (i.e., they are the one logged in to InfoReady and completing the application).
    • Nominee information is usually collected as either the "title" or an added field on the application form.
  • The nominee's name will not automatically populate in the reference letter request email. 
  • In the "Additional Instructions for Applicants" box, add language to tell nominators that they will need to add the nominee's name to the email message box (See first screen shot below).
  • Because of this, the nominator's name will populate into the reference letter request message as who the letter is on behalf of, which is not correct.
  • Instead, you should either remove the {applicant name} mail merge field in the instructions to letter writers, or re-purpose it to reflect the nominator's name. (See outlined in green below).

Administrator View of Reference Letters Section of Requirements Page

Screen shot of admin view of Requirements page. Additional Instructions for Applicants box, followed by email and instructions for Letter Writers box

Applicant View of Reference Letters Section

Note: The name outlined in green below (Nina Ninester) is being pulled from the user filling out this application. Usually, it is the nominator, so that is why you want to either remove or re-purpose it). Otherwise, it looks like the letter should be written for the nominator.

Applicant view of reference letters section with associated text

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.