Video: Blackbaud Grantmaking™ Applicant Portal: Discover the latest functionality | Duration: 3648s | Summary: Blackbaud Grantmaking™ Applicant Portal: Discover the latest functionality | Chapters: Welcome and Introduction (2.1599998s), New Functionality Overview (201.08499s), New Portal Features (325.795s), Email Log Feature (506.585s), New Application Reports (657.27s), Transferring Account Requests (898.515s), New Form Features (1114.595s), Optional Tax ID (1416.4249s), Managing Program Invitations (1546.63s), Invitation-Only Application Process (2082.6301s), Email Tracking Issues (2452.385s), Conclusion and Recap (2784.9802s), Concluding Remarks and Resources (2996.3699s)
Transcript for "Blackbaud Grantmaking™ Applicant Portal: Discover the latest functionality":
Hey. Good morning. Good afternoon. Good evening, everybody, wherever you are. Hope you're doing well. Thanks so much. I see you guys found the chat already. I love it when people chime in, say where they're from, say what organization they're with. Just letting us know who else out there. We've got people all over. I was gonna say all over the country, but I'm seeing, Toronto in there and, others as well. So welcome to the call. Chicago, Denver in the house. Los Angeles, Brooklyn. Alright. Well, thanks everybody for joining. Good afternoon or good morning. Again, my name is Ryan Turner. I am a customer success manager here at Blackbaud, and thank you, sincerely for joining us for Blackbaud grant making applicant portal, discovering the latest functionality. This is a session where many things have continued to roll out to the, applicant grantee portal, as we sort of close down towards the original timeline, which I'm hoping everyone on this call, knows was extended at least through the end of the year, and we'll give you plenty of notice, when the old Blackbaud iGAM or legacy portal, goes away. But today, we're gonna do a little bit of a show and tell, highlight some, functionality for you, what it looks like, etcetera. A few housekeeping duties before we go ahead and get started. The audio for this is broadcast through your speakers. So if you're having, trouble hearing, it's glitchy, anything like that, please do refresh your browser that should clear it up. It clears it up nine times out of 10, maybe 9.5 times out of 10. If that doesn't do the trick, you can always, close out and log back in with the link you received. A couple other things there, this will be recorded. As long as you are registered for this session, you will get the recording generally within about a day, for you to watch anytime you'd like. So if you do have, conflicts or or anything really wrong with your audio or visual, you'll get the recording to watch at a later time. Finally, everybody seems to have found the chat. Alright. That's awesome. I did see some people asking sort of where's the q and a. When you're in that chat box, if you look at the top, there's another tab called q and a, and submitting questions there is vitally important. If you have a question you'd like answered, please, please, please use the q and a because that triggers it behind the scenes for the group of people who are here to help us out. I see somebody found the q and a already. See it triggers it, and we can see it. I am joined by our esteemed colleagues from our services crew for Blackbaud grant making, Jason Kelleher, who's gonna be delivering, most of the most of the presentation today. And in the background, Nick Mills and a few others, and I will drop off to go to the background to answer questions and jump in the chat. I see people saying, hi, Jason. If you know him, you love him, so that doesn't surprise me at all. But with that, I think I'm probably good for the, opening, and I'm gonna pass it off so we can get to, the real meat of the presentation. Jason, take it away. Thank you as always for that ego boosting introduction there, Ryan. Looking for. For those that have never worked with me or met me, hello, good morning, Good afternoon. Good evening. Wherever you're located. My name is Jason Kelleher. I am a principal consultant on our implementations team for grant making. I have been here with Blackbaud now for twelve years as of this month. So I've worked with many, many of the names I see scrolling through, coming on there. So hello and welcome everybody. Just as follow-up note, for those that are going next month to BBCon, I will be there as well as Ryan will be there. So you get a chance to meet us at the Expo Hall and going around with the sessions. Give a little preview on that. So as Ryan preface a little bit, we are going to be concentrating on some new functionality. So we we love to release updates, tweaks, a lot of things based on your feedback, based on cases that are submitted, based on things that are posted on the ideas portal. So since August is really kind of the concentration for a lot of the things that I'll be looking at today, just in case individuals have not had the opportunity to dive into the what's new and what's recent features in the built in help menu, as well as demoing a couple of the more, deep dive style options that came out. Alright. So here's all of us. We have Nick Mills in the background. He won't be joining us up here, but he will be guiding and answering the questions, in the back for us. Here's just a little bit of a high level overview, some of the different things that have been released in the last couple of months that we'll be looking at. Many items I'll be covering just with, some PowerPoint slides and some screen shares. But I'll be toggling back and forth as appropriate into the system live, particularly when we get to, a little bit later in today's session, looking at the invitation for option for programs that was released recently. Right. With that, one of the first things, neither in no particular order, but I've kind of tried to group them in some interesting way. Is one of a new item that has come out recently, is in the pending submissions. So when staff are accessing the pending submissions to do the duplicate and contact linking and the consider options for submitted proposals, You just have to close out or come back or use your browser refresh in case new items were submitted while you were working on the screen. We did introduce a new refresh button, so you don't have to do that. You can just click that and it will refresh. So particularly for those that are in high volume programs, you know, where you may be actively getting applications by the minute in some circumstances. If you've been on here doing work and you wanna hit the refresh, it'll show you anything that has been submitted since you first came on to the screen. So that's something that folks were asking for to make it a little bit easier, especially for those that have some high volume programs. I've seen a few where I've hit refresh and 10 to 20 come in within five minutes. So, we we have some busy groups out there. Another new item. So this one, I'm categorizing as new because it is now functioning for all Blackbaud grant making customers. It was functioning on a limited basis earlier in the year. But on individual request records now, you have the capability to publish status or truly what it is is publish the disposition for approved and declined requests. So previous to this being out, once your applicant submitted things in the applicant portal, if they were looking at their statuses, you know, they were stopping at in in review or under review or in progress there. Now you can push out approved and declined. This is not an automated feature. Meaning, when you click approve or decline and process those actions, those statuses are not automatically going out just in case you, a, made an error or, b, want to control the release of information to your grantees, you would then be able to press the publish status button on the individual request records to send that up there, and they will be able to see that live once you do that. So it's something that folks have really been asking for and be able to provide that visibility. Batch published right now, I believe, is not available on the batch options. It is on an individual record at the moment. Something else that is new, and I'm gonna toggle to a live environment to take a look at this one in a minute. But there's a new email log for the applicant grantee portal emails. So when we think of things such as the application forms submitted or the request for revision emails are generated based on actions that are performed. There is now a log that was introduced where you can see that an email was sent, what email it was sent, who it was sent to, and the status of it, as well. And this is going to be available from the applications form emails area. So I'm going to toggle on over. Right. So here, for applications and form emails, it will bring up the screen. This side here is where the all the master templates for all the different emails that are associated with the applicant grantee portal live. Things such as the applicants submitting their application. But there is a new tab now, email logs, and this now displays those different emails that have been generated. You could search specifically for an individual recipient or subject and see all emails that were sent to that individual, for example. You could highlight and look for things that were not delivered, if any. And you can select specific email types that you want to look at, and see here. Particularly with one of the things that'll be covered a little bit later, the invitation to apply. This is a great way to audit and see that you sent out invitations, if you're going to be using that feature. So great new insights here to be able to see that these emails were generated, who they went to, when they went out, and the delivery status. Alright. Okay. Great, Jason. One that kinda came up recently, and has actually been great for just troubleshooting working with folks. Seeing the emails went out and oftentimes catching the wrong email address, within the system. Also, newly released and something that has been very, very vocal from many, if not all of you, for wanting to request is the ability to run reports on applications from the applicant grantee portal. So we have released the first portion of this. So reports on in progress and submitted applications, and these are detailed reports. Trying not to see the chat out of my eyes and I've seen so many woohoo's and excitement over there that I'm, like, trying to keep myself at a good pace. Alright. So the billing now run and generate reports, for those that use our legacy application system or IGAM, these are gonna be very similar to the reports that were generated with that. And again, this is what I'm gonna wanna pop on over real quick. So in my report manager, you now have your applications and you have a new library. You may have noticed, for several weeks prior to these new reports that we did rename the report library for the iGAM or legacy reports. They are now called legacy applications. So they're all still there. They have just moved over. These are now the applications for the applicant and grantee portals. So right now, we are limited just to applications reports. Requirement reports are not available yet, and we're just having, detailed versions, not summary reports. These will function very much in a similar manner to the legacy reports. You're gonna be able to select and generate, and particularly looking at your date ranges. Again, if you're wanting to look at, like, everything that is in progress that has not been submitted, making sure you use something such as on or before. That will show you everything where if you choose just on, it's only gonna show items that were created or edited on this specific date. So you may not get a full list that you're looking at. You're then able to select the forms that you're wanting to include in the report, the format you wanna have it on, and then you're able to dip go ahead and download and look at that. Here we go. Similar to our legacy reports, but some folks may not be familiar to some of the reporting, especially if you only ever had access to the applicant grantee portal. It shows you the name of the organization and their tax ID number that was included, the email address of the primary applicant, project title, if that was a field that you are using and it has been filled out, when an application was created, and the last time it was updated. So you can see this, like, actively being worked on, and then the specific application ID. Reports very similar for the submitted style. It just takes out the, last updated and replaces it with the submit date on there as well. So great new reports that everybody has really been asking for, to take a look at. These are supported with the scheduled report function as well. So you could select and choose to schedule the in progress or the submitted applications reports. You know, in particular. I've had a lot of users over the years that have created a submitted applications report that populates every Monday to their email and lists all applications submitted the previous week. So great sanity check to make sure that you processed everything that came in. Alright. More to come on reporting, as we move forward, including, work on requirements based reports as well. Alright. A lot of text on this one on here. So the ability to transfer accounts. This was released a couple months ago, but did wanna highlight, for folks, to make sure folks are aware. So on the request record, the transfer grantee account button is supported for the applicant grantee portal experience. This does work differently for folks that are used to the legacy accounts. This, operates now at the request level, and you're transferring the request and related requirements that have been published when transferring the account. You cannot transfer individual requirements. It is only supported for the request or the application and all forms in that application's workload, and there was not a full account transfer. So Ryan had been working in an organization and left and they wanted to have all of Ryan's applications ever transferred over to me, each request would have to be transferred over. There is no master transfer over. A lot of those tied into way the new collaborations feature works. If Ryan was the sole applicant, did not have co applicants or collaborators on his application, and it was transferred to me, it would transfer that application, everything over to me, make me the owner, and it would automatically remove Ryan from having access. If there were multiple collaborators, Ryan, myself, or Ryan and Nick rather, and they transferred Ryan's account to me, it would remove Ryan, but it will keep Nick as a co applicant on the account. The transfer function does automatically generate, one of the template emails, and that's the email that provides somebody a link to go to the applicant grantee portal. So if you're in that forms listed to g c 16, and that will pull it out there and it does if they do not have an account, it routes them through the process of setting up their account and password before they can access things. This is limited to transfer between applicant and grantee portal accounts. If somebody had applied through our legacy forms and they're now in the new portal, I can't transfer their account over here. It is transferring within the applicant grantee portal. If a request happens to still be from the legacy portal, it's not a new request, the transfer grantee account button, it still works in transferring those legacy accounts from one legacy to another legacy account. The button functions for both workflows regardless. The transfer account screen that pops up does have some additional details that are included. In addition to the email, it does require first and last name be entered automatically on that, when it goes through. And that is just the requirements of the applicant grantee portal for any applicant that requires first, last name, and email address. So that is a slight addition that you'll see on the transfer account window. Okay. A similar item, we have released a new button on the requirement record. We've had delete from web that has, been our traditional button to remove requirement based forms that were published to applicants or grantees. We now have two buttons. We have delete from applicant portal and delete from web. Delete from web, unpublishes and removes any requirement forms that were published to the legacy I GAM account portal. Delete from the applicant portal, that is now going to delete forms that were published to the new applicant grantee portal. This button will only appear after you published your first form to the new portal. So in a way, it is a great indicator to see at a very quick level if I go to a requirement and I see delete from applicant portal, I know I've actually started publishing requirements to that portal. So it is a good way to audit that, but they are now separate, buttons in there. Eventually, delete from web. Once the legacy portal goes away, should be removed by that time as well. We'll confirm those details. There are a number of new fields that are now available in the form builder when you're in manage forms, designing forms. In particular, these are fields based around the payment records. For those of you that publish requirements and specifically, where you may pulling in payment based information to those requirements that are scheduled as payment requirements, you wanted to send those out to your grantees slash payees, you can now include payment information fields. This includes the payee organization fields, name, address fields that would populate, the payee contact fields, their name, email address, first, last name, and full name, and all the standard payment fields that are naturally part of Blackbaud grant making. All three of these sets of fields, you can add to forms. If you want to display the payment information from Blackbaud grant making, you do need to hit the display value from BBGM. I'll show a form in a moment and add a couple of these fields and show that. These fields cannot be edited by an applicant or grantee. These fields are locked. If you don't show the display value and they type something in, that information is not saved. Custom payment fields, so fields that you may create in blueprint can be edited and used as data entry fields by your grantees. So if you're getting information confirming the payment or acknowledging it in some manner, those would be custom payment fields, where all the standard fields are going to be locked and should be set to view only. I'm gonna take a quick look over at that. Alright. I'm just gonna add an existing form here. And I can see now if I go over on my form builder and I choose my payment fields, I can see all my list of all my fields. These are mostly all standard fields in the particular database that I'm in. But I could include things like the check number right through there, and that will pull the check number from grant making if it is on that payment record as long as I click the display value from BBGN. If I add this field or any of the payment fields and I do not click this box, the field will appear and it'll appear as though the applicant can type in information. So if you want to display the correct information, you know you will do this successfully because the field ends up grayed out, which denotes a read only function. And we get all your standard fields are available there. Any custom fields, they will be able to edit. So great new things. A lot of folks have been asking for that. A lot of folks do payment verifications and things, but they wanna be able to display that information. Alright. Last for the kind of few of these slide based things here. Again, another item that many, many, many of you have been very vocal on, is part of the process around the MPO connector, the search for your organization screen that comes up on organization based programs where your applicants are first searching for their organizations. If they are not in the registry list there through MPO Connect, and you enable the option for them to add themselves, they had an add in organization. Previously, something such as the tax ID or government ID was always a required field when an applicant went to then add the organization, and that did not fit necessarily the model for all entities that'd be applying for all funders to use black box grant making. So it has been updated now, and there is the setting to make the government tax ID optional when they're adding their organization on that search my organization screen. The lower screenshot there is just I've clicked add an organization, still have to select my location because address is still a filter that could be used for eligibility. But that tax ID, government identification number, there's hard to see on the screen share here, but there's no little red asterisk next to that making that required. So they can skip on it and move in, and allow them to come in. They can leave it blank, through there. So, again, something that was a blocker for some organizations where folks had to give them directions to make up numbers or use some weird thing and they did or did not pay attention to directions. Now they do not even need to fill that in and then just enter in their baseline information, organization name, and address, and they will be good to go. So, again, based on feedback in your ask, we're able to update, and make this available now. Alright. So one of the biggest new features that's been released in the last couple of months is program invitations. Here, we're gonna do a little bit of an overview of it, and a demo kind of walking through I'll do the demo part first and then go back on some different scenarios and use cases, for invitations as well as a couple callouts on notes for things. Invitations for those that have been in the portal for a while, we saw a lot of references to it on the program setup. There were emails around invitations, but they were not functioning. There was no way to actually make them work. That was all released, and is now working. And some folks have actually already rolled it out with some of their programs. So flying back over here. Just clicking. Okay. Making sure all the screens are set up the way I want them for things. Alright. So I'm gonna go ahead and pull up a contact record. Alright. So first and foremost, the most important thing about invitations is invitations are governed at the individual contact record. You invite contacts to fill out a program, not organizations, because it's going to be tied to the email address of the contact you're inviting. And we'll see as we go through this why that is important. So any and all contact records now have the invite button. It'll default and display their information for you to confirm. If anything is missing, you would wanna update the contact record before proceeding. Then you select the program that you're gonna be inviting them to. You will see all programs that are open. All programs can be invited. You will have the option to restrict certain programs to be invitation only, and we'll be looking at that in a moment. But I would select the program I will invite this individual to. You can select the cycle if there are multiple cycles you want to tie them to. You can provide a custom message. This uses one of the standard GC templates, so you can insert a message in here. And then lastly, you select the organization that you're inviting them to apply on behalf of. This does require this contact have a primary organization listed, which we'll see here when I close out the window, That primary organization. So if you were wanting to invite this contact to apply on behalf of a different organization, you would change their primary contact organization first to the organization you want to invite them on behalf of. And we'll see how this works, as the end result, in a moment. Everything is done by the invitation here. Most importantly, that contact record needs a full first, last name, and email address, and they need to have a primary organization linked to indicate the organization you want to invite them to or on behalf of. That will send them an email invitation with a link to click on. That's why we're sending from the contact record that's going directly to that link. Now if we go over and we look at the program settings, invitations are an individual one by one invitation. Saw that out of the corner of my eye popping up, because you have to do those selections, validate the contact, then select what organization they're applying on behalf of. That would just be very cumbersome in a batch screen because you would still have to go through each one individually and make those selections. So invitation is only available on the contact record for inviting, individual contacts at a time, primarily through that that organization selection. Could it possible that a contact could be associated with multiple organizations? You're gonna need to be able to pick and indicate that for that contact. Right. So looking at a program setup And now, again, any program can be sent to any contact using that invite option. It's a great way. You have somebody call, which link am I supposed to use? I I can't find the apply link on your website. We've all gotten that email, that phone call from somebody that just needs the extra help getting to the application. Right? You can use the invite option to send any program link to anybody without any type of restriction. However, if under the settings options on the program, you enable the invitation only option, this is now gonna lock that invitation to my email address. I sent myself that invitation. Only I can access that. If I forward that invitation to someone else, whether it's somebody else in my organization or a friend at a different organization. Hey. I think you'd love to apply to this foundation's grant. Here's a link. I just got invited. If you have checked off invitation only, that will not work. They will be disappointed because they're going to come to your application link. They're going to click on the link in the email to access the invitation, And it is going to say that an invitation could not be found because that email address was not invited to apply, so they are locked. So even though this application is open and accepting applications, they are not going to have the start a new application button because it was not their email address that was invited. So this is a very private invitation feature. Only that person that you're inviting can access it. Invitations also activates a new tab for your applicant grantees in their portal. Basically, where where they can manage all the invitations they've been invited to fill out, the ones that they've started, and ones that they haven't accessed yet. Like, I have three down here. I have not even begun accessing these. Once they click the apply button the first time to access their invitations, it will switch over to in progress. And once they do that, it will also appear on their applications tab. So they can access invited applications either on their applications tab once they have started working on it or anytime by going to their invitation screen. And this will show specifically applications that they have been invited to and that they can work on. So great lockdown function there with that, makes it very private, for those invitation only programs. Alright. Now thinking of a couple different workflows with how invitations work. Go back up to my slides here. Alright. So first, a couple different scenarios for how you would work this. Two of them, we kind of really covered, in a sense. There's the open invitation. I can just invite anybody to anything. It's just an easy way to give somebody access directly to an application link for a program for them to start doing work. Again, great way to send that out to those folks that maybe are just having difficulty knowing what they're supposed to do. There's the invitation only. I've checked off that box and made it invitation only. I have invited Ryan to complete an application for a program. Only Ryan can access that link. Ryan cannot forward it to Nick. It's blocked if Nick tries to access it. He's gonna get the message that the there is no invitation found. And the NPL connect organization, the organization in that little square at the top of the screen when you're filling out applications, that is locked. They cannot change the organization because you invited Ryan from the Blackbaud Giving Fund to be the applicant. Now if you have your regular data entry fields like organization name, address, and tax ID on the form, technically, under this scenario, Ryan could change and put a different organization on the organization name fields. So it is private to Ryan, but Ryan could technically apply on behalf of another organization by completing different organization name deals. If you wanted to be really, really, really restrictive, Ryan can only 100% apply on behalf of the Blackbaud Giving Fund, because that's what I invited him to, you can remove all your organization fields. Organization name, address, tax ID, the standard data entry fields. If you remove them, only the invitation that you invited, the MPO connect invitation that appears at the top of the screen, will be the organization that this can be submitted on behalf of. Ryan cannot change and update organization information in absolutely any way. For those that have programs where they may invite folks who are not in the NPL list right now, it still works. As long as the organization record that's affiliated to the contact when you send the invitation out has the correct invitation, correct organization information to set them up, it will work for those circumstances, for those organizations. But it is kind of like two levels of restricted invitation. There's an invitation where I trust you, you're gonna apply correctly, but I only want you to apply the regular invitation only. But this kinda restricted way where you can really choose to not include any of those organization fields and say, nope. You are applying on behalf of this organization and this organization only when going through. So a lot of nuances there. Technically, you can always, you know, continue. You can email links directly to anybody in any way that you want. This is a way for the system to enforce invitation only programs. For those that were users of the legacy portal, we have the feature where you could put a password that was specific to an application on there. Well, technically, anybody could still take that link forward it and give somebody else the password and anybody could still access that. This invitation only being tied to the email address is much more secure. It really satisfies for those invitation only programs. Alright. Just a couple of reminders and call outs because this is new, for things to work properly for everybody. You know, contact must have a valid email address, first and last name. If you select a program that is for individuals or there there is no primary organization rather assigned to that individual, they will only see programs for individuals show up. So not just organization programs can be invitation only, but programs for individuals can be set to be invitation only as well. Again, all programs will be available when you select what program you're wanting to invite to, not just those with the invite only checkbox. So again, you hit invite, you can invite to anything. This invite only have those extra restrictions, that extra security placed on them for being able to access things. In terms of tracking different things, if we think of some of the different options that we've already looked at, today, you know, kind of a combination of things, you could use the in progress applications report in filter to the application forms that are associated with your invitation program. That will show you that those are being worked on. So that is a way to kinda track and take a look at those. You could always compare and use the forms email log that we looked at a little bit earlier to see which ones had invitation sent to them. So if you just want to reverify, who did I send invitations to? You could go to your forms email log, verify the invitations that you sent out on that log, and then go to the report manager in the in progress reports and and filter to that application, to that form that would be part of that program. So some definitely a couple of different ways that you can track and take a look at those. And so I have my invitation to apply there. You know, I could see that. I could filter down to that email or rather to that even subject line and be able to see that. Great way to kinda cross reference between these things. Okay. Ryan, Nick, anything that's been popping in the q and a to call out for me? Come on stage, mister Ryan. Thank you for your patience. Got off mute and got on camera. There there's been a ton of questions. Thank you, guys. Keep on coming. I'd be lying if I said, Nick wasn't doing the bulk of the work on answering a lot of these questions. But there was a couple of things that seem to be sticking out. Updating statuses in in bulk or batch, seem to be the questions. Is that possible? Sort of what is that how does that work? Yeah. I might know. Of course, that's one of those ones that sometimes I always forget. So I just need to do a quick search for myself. Right? Let's pull up some of my recent declarations here. Yeah. Probably not all. How about just the ones I've declined this year? So that'll be Great. I've declined nothing this year because I'm not bridge. Everybody gets money. Alright. Here we go. So walk around the individual level. I can go ahead and publish status with a little hit button. That will publish the status out there. In the main screen here oh, yes. Yep. Thank you. I thought it was not available in bulk, but apparently, it is. We have that published status available there. One of them gave me an error, which means probably something wrong with that. Test database, so I don't always trust the data in there. Typically, I would I would see mode folks are still doing it individually from ones that I've worked through because you wanna publish status kinda when you control different things, you've done certain items. You know, some folks like the publish status after they sent out notification emails or or information. They do it right at the same time. A lot of folks will kinda naturally do it as they go. I have couple of folks I've worked with that are published that is really quickly after they had approved. They're there. Yeah. Alright. One of the other things that's been a recurring theme on these questions as we've looked through is around email and sort of email tracking, like, getting notified of bounces. Even in the chat, I was noticing a lot of, sort of items on on that topic as well. So what sort of I don't believe there's any sort of bounce back notification that that Blackbaud, contains. There was talk in the chatter about sort of making sure people are white listing the no reply at blackbaud.com and some of the grants connect stuff. Those are great, tips to ensure deliverability. I'll see if I can find some more specific questions in here on this topic, but I wanna give you a chance to to chat. Yeah. I mean, so for when it comes to tracking for emails and for the applicant portal based emails, so all those ones that are are based on the applicant portal actions, not say your declination or approval emails, you know, with the delivery status available here, you know, this could be a great sanity check, you know, after you've, you know, after applications are coming in or and things you can make sure that stuff went through and was delivered through here. For emails that you generate from generate email, So emails that live in your document template manager. There is the request read receipt button that you can check off when you're generating emails. To be honest, I hear different things from different folks about how well and effective that works. There are a lot of email server or things that block read receipts for different things depending on how you do them. So that is not a 100% accurate, and it doesn't give you any indication of things like return to or reply to all style emails for that. Kinda remembering when these emails go out from either noreply@yourcause.com or mail@grantapplication.com. So those are the two individual email addresses that you would wanna make sure that you post for applicants to have, added to their address books. All those out of office invalid email replies, those are going to, like, a giant group email box that's getting thousands of emails an hour. So those rings are not visible anywhere other than right now, we've added that ability to see that that status was not delivered on here. Again, I'm using the test database where I'd only have good data for my email addresses, so I don't have anything that's not delivered as a status. But I've been working with a couple different folks and we have seen things where other statuses appear, such as not delivered, and they were able to reach out to the folks and confirm email addresses were inaccurate. That was that was one of the specific questions somebody had is not delivered the same as a bounce back in the email logs. And it sounds like there could be a handful of reasons to get that not delivered. So you can't say it's specifically isolated there. Yep. And we also had a number of questions on the pending applications report. A lot of people wondering if it was editable, which I I don't believe it is editable at least at this time. Correct. Yep. And it's considered a standard report. It it displays in it as ad hoc just because we don't actually have the ability to, like, push out standard reports, anymore. So it appears as ad hoc, but it cannot be edited, on there. One of the other questions around so thank you for that. I'm moving I'm moving on quickly. Sorry, Jason. All good. We got a lot to cover. Right? But one of the one of the other questions that I've seen a couple of times, both in the chat and in the q and a, is about that outgoing email. I believe you can sort of mask it so it looks like it's coming from your organization rather than Blackbaud in some way. Yes? So on the program settings, you can determine for individual programs what the sender's display name is of the emails that come out. So it'll say, like, in somebody's inbox, it this would say, oh, this email came from Blackbaud Grantmaking Professional Services instead of, you know, noreply@yourcause.com. The email address is to be no reply. So if I open up that email and look at where did it come from, you know, that'll be there. But the display name that will appear is something you control. And this could actually be individualized per program. It is not a default that goes across all programs. This is individualized. We have a lot of folks out here. I think there's even a few on the call that, you know, manage multiple foundations in one database coming on in. This is the way we're, like, you would put the appropriate foundation name on the appropriate program and the emails would be coming from the right one. Or maybe you have a corporate and foundation team in the same database kinda work in things so you can have the different naming conventions used appropriately there. Yep. So you do have control over that. Similar to all of your document template manager emails, you can control both the display name. And, further, you can control the reply to email address on document template manager emails. There's no change on the reply to here. I I'm glad you mentioned that you were maybe you were doing it on purpose, but I think you just, answered Bragan's question that she dropped in the in the chat while we were talking. One other thing unrelated to the q and a that I do wanna make sure that we highlight here for you know, we've got a a big group of customers on this call, and I wanna make sure everyone is aware of the product update briefing, our biannual road map calls that's happening in mid November. I think the the week in November 17, just to, sort of give you context. That is gonna be a great session. They're always great sessions. They are product led sessions that essentially look at what some of the future, release is releases look like and what sort of the longer term road map looks like for Blackbaud. Registration for that generally appears about a month ahead of time. So mid ish November, I would expect some broad emails to go out to all customers inviting them to sign up for those product update briefings, and I cannot more strongly recommend, registering even if you can't make the time, to watch the recording. Yeah. Yeah. Those invitation probably won't go until after Blackbaud. All it's all hands on deck to get through Blackbaud in that October. So it'll go out after that. Also reminder too, for folks that are registering or want, you know, interested, Blackbaud registration also does include, virtual sessions. We've not had confirmed which sessions are being recorded a 100% and we provided. So I do not know if any of the grant making sessions will be part of a virtual attendance, but there's always that possibility, for those things. And there will be some product based announcements that come out at Blackbaud. Most of those will be reiterated, during the product update briefings as well. Absolutely. I did wanna highlight as well for folks because, if anybody's worked with me, you know I love to kind of, you know, push this as much as I can. On everything I went through today, especially a lot of the documentation or validating my list of things to go through, I did get from our web help option. Now in your web help, you can jump to and look specifically at what's new and what's recent. What's new covers pretty much everything that has been released in the last sixty days as we publish notes. Once it hits sixty days or more, it moves down to our, what's recent. What's recent is, like, everything at sixty days till forever, like the stuff from three years ago under the what's recent for updates, through there. So you're gonna be able to go ahead, give you a little bit of an overview, and in some circumstances that may link you, to other items to jump to here. Like, this brings you directly to how do you configure program settings, when appropriate for that. So, great resource to double check as you go through. If you kinda like this highlight of new features, what's come out in the last couple of months, because, again, not everybody has time to read something like this or or double check that on a regular basis. Definitely, you know, kinda send that feedback to us. We're constantly determining, you know, what are the best kind of things to to feature and play around with, especially around something like the applicant portal as we are really actively reducing, releasing more features, and going through there. If you see missed the quiz. Yeah. And if you see a new feature, sometimes it is possible that something has been released and the documentation just takes an extra day or two to get it out there or get published. Sometimes they're just schedules and and human resources that are just catching up. So there may be occasional things, where you may see the button before the documentation is here. Definitely be patient and go through on those things. I know when it appears, I think our support team gets about 20 cases if there's no documentation, just to make sure the documentation is coming. So just know sometimes the stars don't align perfectly for those things. Very good. I I really appreciate that, tip. It's always useful just as a reminder that that is there. The other thing that I might, highlight here today, because we know, you know, a lot's changing. That's why we had this session. We wanted to cover some of these big, items that have been pushed out to the applicant portal. But I would also draw your attention to Blackbaud University. And whether you've got a learn subscription or not, if you go to Blackbaud University and choose Blackbaud grant making as the product as you you've scroll to the bottom when you're on the main page, you're gonna see a little trending topics section in the upper right hand corner. And we're increasingly building out that library of those trending topics. They're literal five to ten minute, videos with narration that cover specific functionality. Like, I know we built one for the requirements, and we're building those for some of these changes that are are are taking place and being pushed out to the system. So I always strongly recommend people check those out. There's not a huge library of them yet, but it is expanding fairly quickly. So you can find some great resources there on specific functions within the software. And right now, perhaps unsurprisingly, those tend to be concentrated on the, applicant portal. Yeah. And because Right. You're still right here. I'll I will better log on. Ryan's talking about it. Ryan specifically highlighting again up here that trending topics. This is a great thing as Ryan describing. These are all e learnings, so they are click throughs. They vary in length. They could be just a couple minutes long to a little bit longer, for everything. So, in particular, the vast majority of these are going to be related to the applicant grantee portal, release and experience right now. And, eventually, some of these things get added into the larger instructor led ones, but some of them may stay here for a while because they're very specific and they're great quick items for folks. Yeah. But most of these, anytime that our training team thinks it is a great way, to introduce a new feature, that would be like a one or two minute click through, they will add those here. Excellent. Excellent. With that, we're, closing in on time. I think it's probably okay to, close out here. You've got a lot of kudos that came in in the chat. I was noticing, Jason. A lot of great information. Thank you so much. With that, everyone, thank you so much for showing up. Remember, this is recording. We will, publish this. You'll see it in a day or so in your email. And, thank you so much. And, yes, Jason. I see you're answering, Michael's question about, AI. There will be a ton about AI and b b con, including on the main stages. So the virtual pass, that's free should get you access to the those main stage sessions, and you can learn more about what Blackbaud is doing with AI, across the board, as we roll that out to a number of products. Yeah. And we will we will keep responding to q and a in the q and a channel for the next couple of minutes. We got four more minutes till the hard stop. But we'll we will jump off stage here and try to clear out a couple more questions before we close out. Thank you so much, everybody. I'm gonna hop off stage, Jason. Yep. I'm gonna hop off too. So we'll leave the room open for another three minutes. We'll We'll see if we can get through any of things. Again, hope to see a bunch of folks in a couple weeks at BBCon in Philly.