Preparing for Solicitations - Managing Solicitation Text

Have more questions? Submit a request

Before sending out solicitations to your participating faculty, you are going to need to set up your customized solicitation email. This will allow you to personalize your email notifications that are sent directly to the faculty. You are going to want to personalize this email to provide expectations and requirements of your participating faculty. It will also let them know of the importance of the data that you are looking to collect from the.


Managing the Solicitation Text

To edit the solicitation email text, from the Training Grants Dashboard, click Actions next to the Training Grant Prep Workspace, and select Tools.

Screenshot 2023-08-07 at 11.19.34 AM.png

If you are already in the Grant Prep Workspace, you can access the Tools, by clicking Manage in the Tools panel

Screenshot 2023-08-07 at 11.20.24 AM.png

There are presently two tools associated with the Grant Prep Workspace:

  • Manage Solicitation Text
  • Faculty Questionnaire

Screenshot 2023-08-07 at 11.25.08 AM.png

Select Manage Solicitation Text to edit the email text


Editing and Previewing the Email

Selecting the Manage Solicitation Text will take you to the console to manage the email text.


Screenshot 2023-08-07 at 11.26.46 AM.png


On the left, there are magic variables that can be used to personalize the email with first and last names, if you choose to use them.

The center of the console is an editor that you can use to tailor the email the way that you'd like it to be shown. Draft the email text, and click Save Email Template to update the email text.

The panel, all the way to the right, is a replica of what the faculty member will receive as the email. Use the dropdown provided to change the recipient to preview.


You will notice an added automated link at the end of your email. This link represents the generated link that they will be able to click to access the questionnaire. We'll go over this in the next section.


Proceed to Participant Questionnaire





Articles in this section

Was this article helpful?
0 out of 0 found this helpful