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Custom Award Notification Templates

This article covers how to create custom award notification templates and attach them to scholarships.

Custom award templates let you notify applicants with scholarship-specific details about their award, including next steps such as scholarship acceptance instructions, post-award tasks and deadlines, and ceremony invitations. You can create multiple award templates, each tailored to specific scholarships.

To create a new award template, go to Communications > Emails, open the Templates tab, and click + Add New.

The Emails page opened from Communications in the left navigation, with the Emails nav item and the Add New button highlighted for a new template.

Choose the Scholarship Announcements category, and fill in the Template name, Subject, and Message fields.

The Create a new template dialog, listing template categories with the Scholarship Announcements card first and boxed, the starting point for a new award notification template.

The new template form with its Subject and Message fields and the formatting toolbar on the left and the Template name and Notes fields on the right, ready to be filled in and saved.

To personalize the message, click the merge tag button in the Message toolbar and choose a merge tag from the list, such as Payment Period.

A new template open in the editor, with the Insert merge tag list open and filtered to Payment Period, and an arrow pointing at that merge tag.

Note: The subject line supports the same variables as the message field. To use a merge tag in the subject line, type it as it appears in the message, such as {{ScholarshipTitle}}, instead of creating a distinct template for each scholarship.

To save the new template, click Save. The template appears in the Templates list. You can reuse it and assign it to multiple scholarships.

Attaching a New Custom Award Template to Scholarships

You can attach the custom award template to scholarships individually or in bulk.

  • Individually: Go to Scholarships and select the scholarship you want to update. Select Notify in the scholarship menu, then select the new award template you created from the email message picker.

    The Notify tab of a scholarship with the email message picker open, listing the available notification templates with 2-Yr Renewable Award selected.

  • Bulk:

    1. Go to Scholarships, click Columns, expand COLUMNS, and check Award Template to add it as a column. Then click Apply.

      The top of the Scholarships page with the Columns button highlighted in the toolbar, the entry point for adding the Award Template column.

      The Column Settings dialog with Award Template checked in the column list, so it also appears under Selected Fields.

    2. Check the checkboxes next to the scholarships that need their template updated. This opens a bulk-action bar. Click Update notification template.

      The Scholarships list with Dean's Merit Scholarship and Business Leaders Scholarship selected, the Award Template column showing Default Award Notification, and the Update notification template button highlighted in the bulk-action bar.

    3. Choose a template from the dropdown that appears, then click Confirm.

      The bulk-action bar with Update notification template chosen and 2-Yr Renewable Award picked as the template, the same two scholarships still selected, and the Confirm button highlighted.

Once confirmed, the Award Template column updates immediately for every scholarship selected.

The Scholarships list after the bulk update, with the Award Template column showing 2-Yr Renewable Award for Dean's Merit Scholarship and Business Leaders Scholarship.
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