Meet Kelsey Foster, GO Smart’s New Support Coordinator
GO Smart is pleased to introduce Kelsey Foster, the team’s new support coordinator! Working alongside Program Manager Jessica Gronich, Kelsey will support GO Smart operations through day-to-day customer support and technical troubleshooting. As the support coordinator, Kelsey will assist customers in contract renewals, compose one-on-one training sessions with clients, and respond to client emails and […]
5 Tips for Simplifying Your Grantmaking Process
Grants management can be a complex and time-consuming process, but it doesn’t have to be! We’ve put together a list of five tips for simplifying your grantmaking process — let’s dive right in The key to successfully managing grants is organization, and technology can be your best friend here. Utilizing GO Smart can help you […]
Launch Additional Programs
You can use these steps of creating your first program to create all additional programs from scratch. Alternatively, after creating one cycle of a program, you can use that cycle content to create the first cycle of a similar program. Creating a new program this way will clone the details and settings of the Program Cycles […]
Launch Your Grant Cycle
After you have set up your site with a member of the GO Smart team, you will likely be eager to launch your first grant. Navigate to the Grant Editor tab to do the following: Create and modify the names of your programs from Programs. Manage the logistics and settings from the Program Cycles Editor. […]
Tell Your Story With Data
By using an online grant management system like GO Smart, you will have a giant pool of data at your disposal to help tell your stories. When you want to tell your story with data, you may not be a graphic designer (or a millennial!) but you can easily pull statistics or trends from your […]
Before You Make That Pitch for Cloud-Based Grants Management, Start Here!
Let’s face it: We could all use a little more money. And a lot more time. For nonprofits in particular, this is nothing new. But making the case for adopting cloud-based grants management systems can be challenging when you need the buy-in of those who may not instantly understand how such an investment will improve […]
Media Library Tools
Learn more about the elements of setting up the Media Library Modules (Administrator Step 1) here. While setting up a Media Library Selection Page, aka the Work Sample Select page on some existing or cloned cycles (Administrator Step 2), craft your own language for the Info/Instruction section or use our suggestion found here. For additional […]
Launch Additional Cycles
After offering your initial cycle of a program, you will likely need to prepare for your next cycle (aka, the next offering of your grant opportunity). Navigate to the Grant Editor tab and follow the steps below to simply clone the previous cycle of that program to create your new cycle. Creating a new cycle will clone the details and settings of the Program […]
Media Library Selection Page Suggested Info/Instruction Language
Like all pages in GO Smart, the Media Library Selection page includes an Info/Instruction text field where you can include custom language. While you can direct your applicants on how to use the Media Library Selection page in whatever way you prefer, we have created some template language you might find helpful. This dynamic page […]
Launch Your Grant Cycle
Prepare and launch your grant cycle by following the steps below. Learn more about these elements here: Programs Program Cycles (for logistics and to make the cycle available to users) Application Pages
GO Smart Statuses
GO Smart Statuses Admin will manage the progress of an applicant’s cycle activity by using the statuses on the Grant Manager dashboard. Some statuses occur automatically based on applicants’ actions from their Current Programs & Applications page. Other statuses must be manually selected by an admin in order to determine the progress of the application. Admin […]
Prep Your Applicant Portal
Prepare your applicant’s grant portal by following the steps below. You can always update these settings at any time, but ensure a positive experience for your applicants by paying attention to these items before directing them to your GO Smart site. Learn more about these elements here: Home Message Branding Profile Editor Media Library Module […]
Panel in 5 Easy Steps
For additional information, see the Panelist tutorials and videos.
Zapier Tutorials: Export all the media attached to a submitted application into a Google Drive folder (NO IMAGES)
Make your GO Smart data work for you behind the scenes with your new API key! We recommend using Zapier, a cloud-based API, to connect your GO smart data to thousands of other programs. With this tutorial, you will create a zap that will export all the media attached to a submitted application into a […]
Zapier Tutorials: Export all the media attached to a submitted application into a Google Drive folder
Make your GO Smart data work for you behind the scenes with your new API key! We recommend using Zapier, a cloud-based API, to connect your GO smart data to thousands of other programs. With this tutorial, you will create a zap that will export all the media attached to a submitted application into a […]
Zapier Tutorials: Generate an Internal Email Whenever an Application is Submitted (NO IMAGES)
Make your GO Smart data work for you behind the scenes with your new API key! We recommend using Zapier, a cloud-based API, to connect your GO smart data to thousands of other programs. With this tutorial, you will create a zap that will generate an internal email whenever an application is submitted. We will […]
Zapier Tutorials: Generate an Internal Email Whenever an Application is Submitted
Make your GO Smart data work for you behind the scenes with your new API key! We recommend using Zapier, a cloud-based API, to connect your GO smart data to thousands of other programs. With this tutorial, you will create a zap that will generate an internal email whenever an application is submitted. We will […]
Zapier Tutorials: Connect Your GO Smart Agency Site to Your Zapier Account
Use this tutorial if you are connecting your GO Smart site to your Zapier account for the first time. 1.In the TRIGGER section of your zap creation, your third step “Connect Account” will give you the ability to connect your GO Smart agency site to Zapier (if you selected GO Smart in the first step). […]
Zapier Tutorials: Update a MailChimp List when a GO Smart Profile is added or updated
Make your GO Smart data work for you behind the scenes with your new API key! We recommend using Zapier, a cloud-based API, to connect your GO smart data to thousands of other programs. With this tutorial, you will create a zap that will update a MailChimp List when a GO Smart Profile is added […]
Zapier Tutorials: Update a MailChimp List when a GO Smart Profile is added or updated (NO IMAGES)
Make your GO Smart data work for you behind the scenes with your new API key! We recommend using Zapier, a cloud-based API, to connect your GO smart data to thousands of other programs. With this tutorial, you will create a zap that will update a MailChimp List when a GO Smart Profile is added […]