Grant application process: Invitation to onboarding event and RSVP form

Scenario

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.

Element 4: the onboarding event RSVPĀ form

The grant administrator navigates to a grant contact.

Grant Contact record

 

They add the contact into a Salesforce Campaign which represents the onboarding event.

Invite grant contact to onboarding event

 

An onboarding event invitation email with a link to the RSVP form is immediately sent to the grant contact

Onboarding event invitation

 

Clicking the link will open the RSVP form and the grant contact can indicate if they will coming along to the onboarding event.

Onboarding event RSVP form

 

The RSVP response is recorded in Salesforce

Event RSVP

 

Once the event has taken place, the grant administrator can record the attendance status of each grant contact.

Event attendance form

The next blog will illustrate how Event feedback can be captured from grant contacts who attended the event

Article by Frazer Lewis : Date posted: 12th November 2016