---
schema_version: "1"
id: 89cd6d87455b563cb85295cf9b1d11239604cf30390fb6dfb6c70e808a83f43a
title: Invite a Grantseeker to Apply
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_invite_grantseeker_to_apply.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_invite_grantseeker_to_apply.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5da3f48793b9f634968f2250fe159cf6ea944c4169461f020372e443e2a2756a
description: Ask grantseekers to apply for a Funding Request.
products:
  - Nonprofit
release: "264"
---
# Invite a Grantseeker to Apply

Ask grantseekers to apply for a Funding Request.

- **[Update the Email Template](https://help.salesforce.com/s/articleView?id=sfdo.gm_invite_grantseeker_to_apply.htm&release=264.0.0&type=5)**  
    Grants Management has two email templates to invite grantseekers to apply for funding. Both templates are tailored to clearly communicate a different milestone in the funding process.
- **[Invite a Grantseeker](https://help.salesforce.com/s/articleView?id=sfdo.gm_invite_grantseeker_to_apply.htm&release=264.0.0&type=5)**  
    The Six Sides Fund, our fictitious foundation, recently connected with the Portree Arts Council's grant manager, Ali Celik. The Six Sides Fund thinks their Art at Any Age program is a great fit for the Community Impact Funding Program. The Portree Arts Council is a new nonprofit to the Six Sides Fund so this is the first time they will be applying for funding.

## Update the Email Template

Grants Management has two email templates to invite grantseekers to apply for funding. Both templates are tailored to clearly communicate a different milestone in the funding process.

These templates are prefilled with fictitious information and should be updated to reflect your organization’s information.

 
| Template Name | Purpose |
| --- | --- |
| Applicant Invitation | Communicates to a grantseeker that they are invited to apply to a Funding Program. |
| Submit Application Confirmation | Communicates to a grantseeker their application is submitted for review. |

1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Email in the Quick Find Box, then select **Classic Email Templates**.
3. Select **Grantee Portal** from the Folder dropdown.
4. To update the subject line, click **Edit** next to the email template name. Make your updates, then click **Save**.
5. To update the body of the template, click the email template name. For example, **Applicant Invitation**.
6. Click **Edit Template**.
7. Make updates, then click **Save**. ![Applicant Invitation template has two locations that need the site URL added to.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/applicantinvitationemailtemplateupdate.png)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png)
    
    Note Remember to update the fictitious information in both the HTML email and plain text email text, and make sure to add your site URL to the template.

## Invite a Grantseeker

The Six Sides Fund, our fictitious foundation, recently connected with the Portree Arts Council's grant manager, Ali Celik. The Six Sides Fund thinks their Art at Any Age program is a great fit for the Community Impact Funding Program. The Portree Arts Council is a new nonprofit to the Six Sides Fund so this is the first time they will be applying for funding.

A few things need to happen before a grantmaker can invite Ali to apply.

First, a Contact record with an email address needs to exist for the grantseeker as well as an Account record for the organization. Since Ali is a new grantseeker, the grantmaker creates a Contact record for him and an Account record for Portree Arts Council.

Next, a Funding Request needs to be created for the program. The grantmaker creates a Funding Request for the Art at Any Age program. The grantmaker completes all necessary fields, verifies that the site for the invitation has been published and is active, and then selects Ali’s Contact record as the Applying Contact and the Portree Arts Council as the Applying Organization.

Once the Funding Request is created, the Invite Applicant button displays.

![The invitation details modal.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/invitewizard.jpg)

1. Click **Invite Applicant**.
2. Click **Send Invitation**.

When the invitation is sent, the Funding Request record ownership transfers to Ali, and he receives a community user account log in to the Six Sides Fund's portal. Ali can log in and complete the Funding Request.