Follow Up Automatic Email - Notification Days

Written by Reina Gallion

Last published at: January 8th, 2019

You have the ability to configure automatic emails that will go out to grantees who have not submitted follow up forms.  By default, these reminder emails will go out 14 days before a follow up is due.  

You can also build automatic email templates that will be sent if a grantee does not submit their assigned follow-up by the specified due date. By default, this Follow-up Past Due Notification is set to go out to any grantee that has not submitted a follow up, one day after the due date. 

Please note that neither one of these notifications will go out to grantees that have already submitted the applicable follow ups. 

The number of days for both features can be edited from the Settings page by selecting the gear icon at the top of any page.

  • This is a site-wide change and will affect all follow up forms notifications of this type in the system.