How Do I Create or Edit Email Notifications?

Once you log in to the platform, click on your name in the top right corner.
Click the Notification Rules tab at the top. This shows all of the notifications that already exist on your account. Click on any rule to edit it.

Click New Rule.
Give the rule a name.
Select a notification rule trigger from the dropdown menu. The trigger determines what causes the notification to be sent. Your options are:

Reporting date reminder: sends based on the due dates you set in the investment upload. If you select this option, you will be able to adjust how many days before/after the selected reporting date is sent.
Investment created: sends as soon as an investment is created.
Report allocated to investment: sends once an investment has been allocated to a report.
Report status change: sends notification when a report moves from one status to another: for example, from Waiting to Draft, Published, or Finalized.
Allocated report status change: sends notification based on the stage of the report: Initial, Interim Update, or Final.
Invitation sent: sends notification when a grantee invitation goes out.

Select Custom to use your own wording for this rule, then click View/Edit Template.
Add a subject line and edit the body of the email.
To insert a variable into the body, select it from the Add Variable dropdown menu.

Immediate delivery: the notification is sent as soon as the trigger occurs.
Digest delivery: one or more notifications are collected and delivered together in a single email, on the schedule you select.

Select the recipients for the rule from the dropdown menu.
Please note that any recipient must already be a user on your account. To add someone, use Manage Users under your account settings.

Notification rules control the automated emails your grantees and your team receive about reporting. You can review the rules that already exist on your account, add new ones, and customize the email each rule sends. This article walks you through both creating and editing a rule.