Let Us Get to Know You link

MissyGowey
MissyGowey Posts: 2
Conversation Starter First Compass Anniversary
edited August 2023 in Introductions

Hi,

We're a new foundation and want to begin communicating with the nonprofit leaders/grant writers throughout our region. Because our website isn't ready, we'd like to use Foundant and a Let Us Get to Know You form to capture contact information. We'd then be able to send emails about our launch and other important information. Has anyone used this approach? Thanks! Missy

Answers

  • DanaBerggren
    DanaBerggren Posts: 39 ✭✭✭
    Referral Rockstar Scholarship Lifecycle Manager (SLM) Third Compass Anniversary 10 Comments

    Missy,

    Better late than never! Speaking as a member of Foundant's delivery team, I've seen several other foundations use this approach for various reasons. If you have the copy feature with your license level, you can set this up so that they can pull in their answers to the "Let Us Get to Know You" form into future grant applications. With things like organization mission (use the Candid field!), focus areas, geographic areas, etc., it will be helpful that they only need to answer those once and update as needed on each subsequent application.