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. 

Accepted

Sent when an awardee accepts an award

Individual Applicant

Organization Applicant

“Award Accepted: Individual Applicant” 

“Award Accepted: Org Applicant”

Declined

Sent when an awardee declines an award

✅ Yes 
(Immediate emails to PO+PMs only) 

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

Program Owner (PO)

Program Manager (PM)

Individual Applicant

Organization Applicant

“Declined: Program Owner” 

“Declined: Program Manager” 

Applicant Templates:

- “Declined: Individual Applicant”

- "Declined: Org Applicant” 

Notify

Sent when an award and award agreement are assigned to an awardee

Individual Applicant

Organization Applicant

“Notify: Individual Applicant” 

“Notify: Org Applicant”

Waitlisted

Sent when an applicant is put on the waitlist

Individual Applicant

Organization Applicant

“Waitlisted: Individual Applicant”

“Waitlisted: Org Applicant”

Selected

Sent when an applicant is selected to receive one or more awards, but the awards have not yet been assigned by an Admin

Individual Applicant

Organization Applicant

“Selected: Individual Applicant” 

“Selected: Org Applicant”