{"id":104,"date":"2025-07-25T10:05:26","date_gmt":"2025-07-25T10:05:26","guid":{"rendered":"https:\/\/help.actionfunder.org\/funders\/?post_type=ht_kb&#038;p=104"},"modified":"2025-07-29T12:37:26","modified_gmt":"2025-07-29T12:37:26","slug":"staying-in-touch-with-grantees-using-the-messaging-tool","status":"publish","type":"ht_kb","link":"https:\/\/help.actionfunder.org\/funders\/help\/staying-in-touch-with-grantees-using-the-messaging-tool\/","title":{"rendered":"Staying in touch with grantees using the messaging tool"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Once you\u2019ve funded a project, staying connected with the non-profit can add real value \u2013 whether it\u2019s offering extra support, celebrating milestones, or exploring future opportunities. The in-platform messaging tool on ActionFunder makes it easy to keep in touch.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why use the messaging tool?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The messaging tool allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Share useful information <\/strong>(e.g. resources, deadlines, event invites)<\/li>\n\n\n\n<li><strong>Request updates<\/strong> beyond the standard platform milestones<\/li>\n\n\n\n<li><strong>Arrange a site visit<\/strong> to see the project in action<\/li>\n\n\n\n<li><strong>Explore future opportunities<\/strong> for funding or collaboration<\/li>\n\n\n\n<li><strong>Celebrate successes<\/strong> and build long-term relationships<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">How to message a grantee<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log in to your ActionFunder account<\/li>\n\n\n\n<li>In the bottom left hand corner, there\u2019s an image on an envelope titled \u2018inbox\u2019<\/li>\n\n\n\n<li>From here you can message grantees individually or as a group<\/li>\n\n\n\n<li>Click the \u201cNew Message\u201d button to start a conversation<br><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Messages are sent directly to the non-profit\u2019s project lead and appear in their ActionFunder inbox.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Best practice tips<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep messages friendly and clear \u2013 your grantees are often small teams with limited time<\/li>\n\n\n\n<li>Use the messaging tool for project-specific communication<\/li>\n\n\n\n<li>Avoid sharing sensitive information&nbsp;<\/li>\n\n\n\n<li>If you\u2019re planning a visit or collaboration, give plenty of notice<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Need help?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you have questions about messaging, your Customer Success Manager is here to support you. You can also contact us at customersuccess@actionfunder.org.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Once you\u2019ve funded a project, staying connected with the non-profit can add real value \u2013 whether it\u2019s offering extra support, celebrating milestones, or exploring future opportunities. The in-platform messaging tool on ActionFunder makes it easy to keep in touch. Why use the messaging tool? The messaging tool allows you to:&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[32],"ht-kb-tag":[],"class_list":["post-104","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-engaging-with-non-profits"],"_links":{"self":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/104","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/comments?post=104"}],"version-history":[{"count":0,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/104\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/media?parent=104"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-category?post=104"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-tag?post=104"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}