Cycle Pages – Page Types
While you are creating the forms of your grant opportunities, consider the types of pages you will add to each. Hover over the page types below to learn more about all of your page options. INTENT TO APPLY Best for: Intent to Apply Letter of Intent Eligibility Survey INTENT TO APPLY Learn more here. CUSTOM NARRATIVE Best […]
Cycle Pages – Add Questions and Information to a Custom Narrative Page or Intent to Apply
You will need to add one or more Custom Narrative pages to your form in order to ask questions and gather narrative data from your applicants. Questions need to be added to a custom narrative page before it will be visible to your applicants. Learn more about the other page types you can add to a […]
Profile Editor – Customize Your Applicant’s Profile Registration Form
CUSTOMIZE PROFILE You can customize some questions of your applicant’s registration form. Some customization will occur when you and a member of the GO Smart team set up your site. Be sure to ask about the enhanced profile which allows your applicants to set themselves as an individual or organization and to respond to the […]
Cycle Pages – Conditional Logic
Utilize conditional logic on your custom narrative pages to show or hide questions based on an applicant’s responses to previous questions. When to use conditional logic Definitions Using conditional logic What to know before using conditional logic When to use Conditional Logic Conditional logic, sometimes referred to as form logic, allows you to tailor your […]
Media Library Module – Setting Up Your Applicants’ Media Library
GO Smart allows you to request media from your applicants in two very distinct ways. One way requires our Media Library Module tools, discussed further below. The other option utilizes File Upload fields and/or Text fields on a Custom Narrative page. Learn more about adding these question types to a grant cycle here or see […]
Status Mailer – Create Auto-Generated Emails
Once you have completed building your cycle, you may want to create auto-generated emails that will be sent to your applicants based on their statuses. The most common of these is a confirmation email that will go to applicants after they submit their application; however, you can create emails that will automatically be sent when […]
Navigation Editor – Create Additional Resource Pages
Use the Navigation Editor to create additional resource pages for your applicants. These pages will display on your applicant site as a single tab titled “Additional Resources” on the navigation bar along with the system-generated tabs. These pages will be available to anyone who visits your site. They frequently include guidelines, best practices, or other […]
Interim and Final Reports
After offering your application form and funding your grantees, you may want to invite applicants back to the system to complete interim or final reports. Create these reports by doing the following: Navigate to the Grant Editor tab > Cycle Pages subtab. Select your program and cycle from the drop-down menus at the top of […]
Format Using the Text Editor Tools (aka CKEditor)
CKEditor tools that allow you to format text, add links and email addresses, and include images and files. Table of Contents Where is this tool? Basic Functionality Add images to a text field from your computer Add images to a text field from the internet Add a link to another website Add a link to […]
Convert Attachment URL to Links in Custom Reports
If you have requested attachments from applicants using the File Upload field on a custom narrative page, you will see that this attachment’s URL is part of a custom report when that page is included. The URL is not currently clickable because it is in the same cell with the file title and sits within […]
Allow Applicants to Submit or Resubmit an Application After the Deadline
After your application deadline has passed, you will likely receive a couple of applicant requests to submit, or modify and resubmit, their applications. Rather than changing the deadline date, which would allow every applicant to apply and submit an application after the deadline, you can simply change the status of selected application(s) to “Exception.” Doing […]
Use GO Smart’s API
We have recently added API capabilities to GO Smart! So what does this mean for you? Well let’s start with a definition. WHAT IS AN API? In the simplest terms, an API (application programming interface) is a bridge that can automatically export digital data or files from one application in to another. WHY SHOULD YOU […]
Link Applicants to a File on Your GO Smart Server
GO Smart allows admin to link to documents and files by hosting them on the GO Smart server. Add these links any where you can create text using the following icons at the top of a text field: Create text within any text field on the admin portal of your GO Smart site (ie. the […]
Panel Rounds
Easily administer panel rounds when you need to move applications through multiple steps of judging. Begin with your larger pool of applications, then score, comment, and move qualified applications to the next round when ready. See the steps below for creating and assigning panels for rounds in GO Smart: Create panel(s) for round 1. Assign […]
Link Panelists to External Instructions
Though GO Smart affords you many areas to offer information to your panelists, you may find that you’d like to create an external document or rubric to which you will link panelists. The instructions section allows up to 500 characters of instruction, but it is also an ideal place to link to one or multiple […]
Testing and Previewing Your New Cycle
If you are a newer admin user of GO Smart or you have created a new program and cycle, we recommend that you access and review it as an applicant would before inviting them to apply. This helps you to better understand what your applicants will experience and will better position you to answer questions […]