To set up Funder Groups, go to your Administration > Setup > Application Configuration page, and click on the "More" tab to view additional application configuration settings:
Select "Submission Groups" from the Additional Application Configuration menu:
From the Submission Groups page, click on ADD to create a Submission Group. Groups that have been set up can also be edited or deleted from this menu.
From the Submission Groups creation page, enter the following information:
1. Name = Name of the Group that will appear on the Submission dissemination form.
2. Description = Brief description about the Group for reference.
3. Funders = Listing of Funders (Contact Type = Funders) with a valid email address in the Submission Profile. Here's an article explaining how to make a list of Funders available on the Submission Page.
Saved Submission Groups will appear on the Submission Tracking "Email + Attachments" and "Email + Link" page, where emails can be sent to multiple funders with merchant information and attachments in a single email.
When you select multiple submission email groups, there are two options you can add the groups:
- Add + which means you intend to add ALL funders from the selected group; or
- Add X which means you intend to add ONLY funders from the selected group
For example, Medical Lenders group has Maysberry Capital, Matsson Funding and Apex Funding. Equip Leasing Funder group has Best Funders, Worldwide Funding and Apex Funding. Apex Funding appears on both submission email groups:
If Equip Leasing Funders and Medical Lenders are selected and user clicks on "Add +," ALL funders from both groups will be added as recipients: Best Funders, Worldwide Funding, Apex Funding, Maysberry Capital and Matsson Funding.
If Equip Leasing Funders and Medical Lenders are selected and user clicks on "Add X," ONLY funders from both groups will be added as recipients: Apex Funding.
Best Funders, Worldwide Funding, Maysberry Capital and Matsson Funding are excluded because they ONLY appear on one submission email group.
You can send also include other Funders from the list in the recipients box.