Recommended steps to start application configuration

 

Good Grants provides a wide range of powerful features to help you customise your program. No matter how simple or complex your needs are, the steps for building your application form remain the same.

Follow the steps below—or open Guides and tours in the Manage workspace—to configure your account quickly and confidently.

If you need help at any point, contact the support team.

Configure general account settings

Account settings

In the Manage workspace, go to Settings > General > Account.

Languages

In the Manage workspace, go to Settings > General > Languages.

  • Configure multiple languages for your account—multi-language support is available on the Premium plan and above

Learn more here: Add multiple languages.

Theme

In the Manage workspace, go to Settings > General > Theme.

  • Add logos, images, colours, and theming elements—theming options are dependent on subscription level

Learn more here: Theme configuration guide.

Customise interface text and terms

In the Manage workspace, go to Settings > Content > Interface text or Terms.

  • Edit terminology used in your account
  • Update interface text to match your program language

Learn more here: Interface text changes and Configuring terms.

Write your own content

In the Manage workspace, go to Settings > Content > Content blocks.

  • Edit default content blocks or create your own
  • Add custom text to different areas of the program to share information with users

Learn more here: Content configuration and management.

Personalise notifications

In the Manage workspace, go to Settings > Communications > Notifications.

  • Update automated notifications sent at key moments such as registration or application submission
  • Create new notifications or edit existing ones

Learn more here: Ultimate guide to notifications.

Registration

In the Manage workspace, go to Settings > Users > Registration.

  • Request explicit consent to cookies from users
  • Allow or prevent users from registering
  • Enable 3rd party authentication
  • Edit consent boxes during registration

Learn more here: Registration configuration.

Set round dates

In the Manage workspace, go to Settings > Applications > Rounds.

  • Configure dates and times to match your program's application and reviewing schedule

Learn more here: Ultimate guide to rounds.

Configure the application form

In the Manage workspace, go to Forms and click New application form to configure these elements:

Forms

  • Create forms as needed to fit your needs

Learn more here: Using forms.

Categories

  • Define the types of applications your program accepts
  • Add category descriptions
  • Add sponsor logos or images
  • Create parent and sub-categories

Learn more here: Category configuration.

Tabs

  • Group similar fields and manage content effectively
  • Can be category-specific

Learn more here: Tab configuration.

Application fields

  • Collect information from applicants
  • Add as many as your form requires and choose field types to gather the information you need

Learn more here: Field configuration.

Create a test application

Once configurations has been completed, create test applications to make sure your configuration works as expected.

Request a pre-launch check

When configuration is complete, request a pre-launch check from the client success team. Allow three working days for the review.

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