Table Key

• Trigger: The action in the system that causes the email to send.
   
• Set Up By Default? – Shows whether the email is automatically included in a cycle’s setup.
  • ✅ Yes: The email is already set up and will send automatically.
  • ❌ No: You must add the email yourself in Communications > Setup.
• Recipients: The people who receive the email.
   
• Email Template Name: The name of the email template linked to that trigger.
   
• Available Timing: When the email can send:
  • Immediate:  Sends as soon as the trigger happens. 
    ⚠️All the default emails use “Immediate” timing. 
     
  • Schedule > Before: Sends X  number of days before the trigger happens.
  • Schedule > After: Sends X number of days after the trigger happens.
    ⚠️If you want to send Before/After emails, you must add them to your setup. 

Applicant Denied

⚠️FOR DEADLINE-BASED CYCLES ONLY

Sent to the following when the award cycle closes: 

- Applicants who did not advance to the next Intake/Review Round (if applicable)

- Waitlisted applicants

- Offered applicants who did not accept their award 

❌ No

💡Tip:  Add an Immediate email so waitlisted applicants automatically receive a declined message when the award cycle closes. 

Individual Applicant 

Organization Applicant

“Applicant Denied: Individual Applicant” 

“Applicant Denied: Org Applicant”

Applicant Disqualification Reversed

Sent when a disqualified application is reinstated by an Admin in any Review or Intake Round

Individual Applicant 

Organization Applicant

“Applicant Disqualification Reversed: Individual Applicant” 

“Applicant Disqualification Reversed: Org Applicant” 

Applicant Disqualified

Sent when an Admin disqualifies an application in any Review Round

❌ No

💡Tip: Add an Immediate email to notify applicants if they’re disqualified during review.

Individual Applicant 

Organization Applicant

“Applicant Disqualified: Individual Applicant” 

“Applicant Disqualified: Org Applicant”

Application Edited

Sent when an Admin saves edits to an application in any Review Round

Individual Applicant 

Organization Applicant

“Application Edited: Individual Applicant”

“Application Edited: Organization Applicant”

Deadline

Sent when a Review Round deadline is approaching 

📌Note: This will send to all reviewers, even if they’ve already completed their assignments. 

❌ No

💡Tip:  Add a Scheduled > Before email to notify reviewers before the Review Round deadline (e.g., 7 days before)

Review Round Started

Sent when an Admin moves applications into the Review Round. 

- Deadline-based cycles: When applicants are moved to any Review Round after the first (if they exist). 

- Rolling cycles: When applications are advanced to any Review Round.

(If you don't know which type of cycle you have, see ➡️ Deadline-Based Cycles vs Rolling Cycles)

Program Reviewer

📌Note: You can also send an email to applicants, but it must be set up manually.

“Review Assignment to Reviewer”

Applicant Templates:  

• “Review Round Started: Individual Applicant”
• “Review Round Started: Org Applicant”