Recommended steps to start application configuration

The Good Grants platform provides a wide array of powerful features and options to customise your configuration. No matter how simple or complex your needs are, the elements employed to build your application form are the same. Follow the steps outlined below or available in the Guides and tours page of the Manage workspace to quickly and efficiently configure your account. Each step is equipped with a dedicated guide to guide you through the process. 

If you have questions at any point during configuration, don't hesitate to contact support for help. 

Configure general settings

• • Settings > General > Account
    • Update your program's domain name or assign a custom one by following the instructions here: Configure a custom domain
      
      Note: custom domains are available on the Premium plan and above.
    • Add a Google Analytics tracking ID if desired; see: Can I use Google Analytics?
  • Settings > General > Languages
    • If your account will support multiple languages, configure them here. For more information, check out this guide: Add multiple languages
  • Settings > General > Theme
    
    • Set up your account's theming elements through the use of logos, backgrounds, colours, and more. For a full breakdown of your theming options, take a look at the guides linked below.
      • Intro accounts: Logo specifications for the Intro plan
      • Premium and Enterprise accounts: Theme configuration guide
  • Settings > Users > Registration
    • Enable or disable the ability for new users to register, turn on social authentication, edit the consent boxes a user will interact with during registration, and more. For a full list of available configuration options, check out this guide: Registration configuration

Customise interface text and terms

Update the verbiage used within the platform to reflect your program's needs, such as replacing the term "applications" with "nominations" or "categories" with "grants".

Terms: Configuring terms

Interface text: Interface text changes

Set round dates

Rounds control when your applicants are able to create and submit applications into the platform. Our dedicated guide, Round configuration, will show you how.

Add categories

Add as many application categories as you need. You can add description text for each along with sponsor logos or images. Categories can be set up as sub-categories grouped under a parent category. Check out these articles to learn now: Category configuration and Create sub-categories.

Create tabs

Tabs act like pages of your application form, allowing you to group like fields together. Tabs can be made category specific, giving you even more control over how your form appears to applicants. See Tab configuration for more information. 

Create application fields

Fields are the building blocks of your application form and are used to collect individual pieces of information from applicants. To learn more about fields, see our guides: Field configuration and, more broadly, Field types to learn about the different field resources available. 

Write your own content

Customise text at different locations within your program. Some default content blocks are already added for you. Simply edit the text to suit your program and add content in more locations if you like; see: Content configuration and management. 

Personalise notifications

Personalise automated emails sent out at registration, when an application is submitted, and more. Update or create notifications by following the steps outlined here: Ultimate guide to notifications.

Create a test application

Creating test applications allows you to ensure that your configuration fits all of your program's requirements. To create a test application, go to the Apply workspace. See our detailed guide here: How do I test my application form?

Request a pre-launch check

Once you have completed the required checklist in Guides and tours and thoroughly tested your application form, request a pre-launch check from the client success team. Please allow three working days for the check to be completed. For more information see: What is a pre-launch check?