Applicant and Grantee Portal Office Hours - Register Today!

Nicole Ragno

We’ve heard your request for additional resources and enablement regarding the new Applicant and Grantee portal, and we’re excited to announce that starting in December, Customer Success, joined by product experts, will begin hosting a series of Office Hours where they will demonstrate the new portal, provide tips and tricks, and answer any specific questions you have with a substantial Q&A portion.

Sessions:

• [December] Mastering Programs: Best Practices for Applicant and Grantee Success - Learn how to set up Programs to optimize your internal grantmaking processes and provide a smooth applicant and grantee experience. We will cover topics such as setting up cycles, reviewing the implications of program settings, managing form workflows, and developing program communications.
• [January] Managing the Migration Process: How to Import Forms – Understand the process of importing current forms into the new portal. Learn about the difference between different form types and their implications.
• [February] The Power of Conditional Logic: Your Secret Weapon for Productivity - Walk through how to use conditional logic to hide or display fields, limitations of conditional logic, and see some examples of how using this feature can improve the data collection process and applicant experience
• [March] Form Building 101: Tips and Tricks – Take advantage of tips and tricks from the experts, learn how to use various layout options, and cut down the amount of time it takes to create a new form.

Secure your seats today and be sure to pick the session that works best for your location and time zone, as sessions will be held to accommodate North America/Europe and Pacific regions, by registering for one or all of the events that apply to you and your organization.