Your organisation invites charities to apply for grant funding and the entire process of receiving, evaluating and responding to applications is hugely time consuming. You are tracking everything in spreadsheets and communicating by emails which are not accessible to everyone in the organisation.
In the fourth of five blog posts that illustrates how the entire grant process and more can be streamlined using Salesforce in conjunction with FormAssembly (online form app) and Drawloop (automated document generation app), we focus on inviting a grant contact to an onboarding event, capturing their RSVP response and then recording their attendance status.
For those of you who find a process diagram useful, here’s the demo grant application process diagram.
The grant administrator navigates to a grant contact.
They add the contact into a Salesforce Campaign which represents the onboarding event.
An onboarding event invitation email with a link to the RSVP form is immediately sent to the grant contact
Clicking the link will open the RSVP form and the grant contact can indicate if they will coming along to the onboarding event.
The RSVP response is recorded in Salesforce
Once the event has taken place, the grant administrator can record the attendance status of each grant contact.
The next blog will illustrate how Event feedback can be captured from grant contacts who attended the event