How can GLM help me manage email?


GLM has a number of tools to help administrators use email to communicate with grantees and others. Below is a brief description of the email functionality in GLM. Following that is a list of resources that will help you use the tools that are available. As always, if you are not sure how to do something in GLM, please contact or your organization's customer success manager.

Description of Email Functionality

Emails can be sent to any user in the system including past and pending applicants, grantees and evaluators. GLM allows you to set up automatic emails, send a single email to everyone in a group that you select, and send individual emails as needed.

Emails can be generated from several places in the system including contact records, the request summary page, and when viewing lists of requests or grants at any particular stage on the dashboard. Automatic emails can be assigned on a process-by-process basis.

Emails can draw from templates you create for commonly occurring situations or be composed for a particular situation. Emails can be sent with attachments.* We can also customize the "friendly name" that appears in emails sent by your organization.

GLM records the emails sent and allows you to re-send them if a contact did not see the email the first time. You can view a record of the emails sent to an organization, in the organization's summary by clicking 'Organization Email History.'

You can view email history associated with a particular request in the Request Summary Page. You can also view the email associated with the request contact in the Request Summary page.

Example Email History log as viewed by clicking on Contact Email History:

Please Click Here to download the Word document version of this tutorial.

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