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 […]
Be Nice to Your Applicants
Here’s Why You Should Make Things Easier on Them—and Yourself! We all know that having a positive reputation among applicant pools is essential. It can help to ensure that you attract the best applicants to your grants. But do you know what your applicants really think about your application process? Looking at the workflow from […]
The Power of the Panel
The GO team is sharing four helpful tips to help you utilize the power of the panel to keep your grants management process effective and efficient. Just like standards for grant applications, panel processes can vary widely from organization to organization. Although customization for your specific needs can be great, oftentimes processes just get complicated […]
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 […]
Transitioning from paper to an online grants management system
Changing a tried and true process can be daunting in grants management due to the number of stakeholders involved in the process. You need an online grants management process that is simple for applicants, efficient for administrators, and easy for panelists–meeting all of these obligations is sometimes hard.Though it may seem like an uphill battle, […]
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
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.
API – Connect Your GO Smart Data
When you use an online grant management system like GO Smart, you are probably collecting hundreds of data points. This digitized data can translate into countless uses for you: email lists, media folders, CRM files and on and on. These uses can become automated workflows by incorporating a program’s API (application programming interface). GO Smart […]
Program Cycles – Understanding the Fields
Review the descriptions below to better understand the functionality of each field and determine all the ways you and your applicants may interact with the cycle. CONFIGURE CYCLES APPLICANT ACCESS DATES ADDITIONAL TEXT CLONE TOOLS CONFIGURE CYCLES The first tab of the program cycles editor is the Configure Cycle tab where you will create primary […]
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 Learn more here. CUSTOM NARRATIVE Best for: building […]
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 […]
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 […]