Expected Completion Time: 10-15 Minutes

Learning Outcomes

At the end of this module, you should be able to do the following:

• Choose notification messages an opportunity owner and co-administrator can receive. 
• Access and customize email notification templates.

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Put into Practice exercise at the end of this module. 

Notifications

Notifications are automated messages sent through the InfoReady platform– not your personal email inbox – at certain steps in an opportunity’s lifecycle. Notifications can be customized, saving considerable time for Administrators, while allowing for consistent, clear communication to both applicants and reviewers. 

Read

• Notifications Overview
• Editing an Email Template
• Notifications Guide and Emails List

• Notification Email Templates for Administrators
• Notification Email Templates for Applicants
• Notification Email Templates for Reviewers
• Notification Email Templates for Awardees (Progress Reports)

Watch

• Video: Create – Notifications (4 min)

Module 3E: Put into Practice Exercise 

Note: If you would like to practice creating a test opportunity as you work though this and upcoming various modules, please see Module 3G: Finalize to learn how to save your work as a draft.

- Scenario: You are managing an opportunity expected to receive over 100 applications. Which of the five email notification options might you choose not to receive as the Owner of that opportunity?

- Activity:  Click on the Notifications button on the right side of the page. Then, scroll to the Customize Email Notifications section. In the dropdown box, search for the Award Application notification. Once the notification populates the text box, customize the notification by inserting various mail merge options listed above that box, as well as editing the text within. Once completed, click the Preview button to see how the updated notification would appear to an Applicant. Take a screenshot of your edited notification and paste it in the body of a Support ticket. Note Module 3E completion in your ticket, as well. To remove any customizations from your edited notification, click the Restore Default button. 

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