Customize opportunity communications

To adjust the wording and timing of any opportunity communication (e.g. Offer Email, Post-Acceptance Email, etc.):

• To make changes across your system, a system admin can go to Site, Communications, Message Templates. For more detail, see Set up communication templates.

• To make changes to a specific opportunity, any scoped admin can go to the Communications tab of an opportunity

For more details about when certain communications are triggered, go to Site, Communications, Message Templates.

Tip: If you update the communications directly on an opportunity, it will no longer receive updates from your system message templates. To re-enable updates from the template, go to the communication and select Revert to System Default.

The Offer Details is an in-system message displayed to applicants who are offered an award, including:

• Applicant-Visible Category: May differ from what admins see (e.g., Submitted, Final Review)

• Encumbered Amount: Amount designated for the individual award

• Action Button: Prompts applicant to accept or decline an award

Applicants will then accept or decline the offer, which moves their application into a new category.

Customize this messaging as needed from the Communications tab of any opportunity.

Tip: Make sure you aren't showing offer details to applicants who've moved themselves into a Declined category. For more details, see Recommended category settings.