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Checklist - Communications

What to check before Backed starts emailing your applicants, assessors and staff.

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Ready for your emails to go live?

Ensure you've double checked the following:

  1. Go through Communicate > Email templates and switch Off each email your organisation does not want sent.
  2. Check each email you keep with Preview Email, and Edit any whose wording should be your organisation's own.
  3. Decide whether administrators get the weekly digest: the Send the weekly digest switch on Communicate > Email templates.
  4. Send from your own domain: under Sending domain, enter it, select Add domain, add the DNS records it lists, then select Verify.
  5. Create the reminders your rounds need, such as 7 days before the closing date: New Email Reminder under Email Reminders.
  6. If texts are on for your organisation, choose which messages also go by text: Send as a text too under Text messages (SMS).
  7. Know where to check what was sent and delivered: Communicate > Email log.

Who is told when an email cannot be delivered is set under Undelivered messages, on the organisation checklist.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.