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Create Auto-Confirmation Emails

Create Auto-Generated Emails with Status Mailers

Create auto-generated emails in the Grant Manager tab → Status Mailer subtab that will be sent to applicants when their application statuses change.

Last updated on 08 Apr, 2026

  1. Go to the Grant Manager tab and choose the Status Mailer subtab.

  2. Select your Program and Cycle from the dropdown menu.

  3. Click the Add new Status Mailer button.

  4. Complete the required details:

    1. Email Title

    2. Application Status that sends the email

    3. Email Subject

    4. Email Body

  5. Include a BCC address to receive a notification copy.

  6. Choose to Attach a PDF of the application or report (optional).

  7. Click the Add button at the bottom of the page to save your text.

💡 Tip: Set the status to Inactive if you need to temporarily disable the mailer without deleting it.

💡 Tip: All system emails come from noreply@gosmart.org. We suggest telling applicants to save this email address so your messages don't go to spam.

🎥 30-second video showing a user navigating to the Status Mailer tab from the Grant Manager tab and then creating a 'Received' status mailer.


Cloning and Management

📝Notes:

  • If you use the Create New Program/Cycle buttons, the system will copy your old status mailers and keep them turned on. You must update these copied emails, because the dates and details might be old.

  • If you have more than one active status mailer per status, all will be sent when that status is met.

  • Edit an existing status mailer by clicking the blue ✏️ (pencil icon).

  • Delete an existing status mailer by clicking the red 🗑 (trash icon).

💡 Tips:

  • View this tutorial to learn more about all statuses. 

  • Adding yourself as a BCC recipient is the best way to track exactly when applicants submit their work.

  • Most admin create a "Received" status mailer for submissions, but you can make one for any status you choose.

PDF Attachments

Applicants can download their own PDFs, but sending it in an email ensures they have a copy right away. Checking the Attach a PDF box will send the main Application, with only three exceptions:

  • Intent to Apply statuses (Started, Received, and Approved) attach the Intent to Apply form.

  • Interim Report Received attaches the Interim Report form.

  • Final Report Received attaches the Final Report form.

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