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Create & Customize Your Application
Create & Customize Your Application
Marcella Edwards avatar
Written by Marcella Edwards
Updated over a week ago

This video will walk through how to customize your application prior to publishing it on your website.

Your application form can be found within the Program Settings of the Program you'd like to create an application for. You can have an application for each of your Programs OR just have one application for multiple programs and as you vet applicants, you can review the profiles and put them in the program they best fit into.

Under Programs, click Settings for the Program whose application you wish to create. Then click Edit & Preview to start customizing the application.

On the lefthand side, you can select Branding and within that tab you can add a brand logo or image to customize what your application form will look like.

Under the Form Questions tab you will see different pieces of information you can toggle on or off depending on what types of information you are needing to collect from your applicant. Towards the bottom of this tab you will see a place where you can add a customized question.

Custom Questions is the section where you can add any additional questions you'd like that are specific to your brand and will help you further vet the applicant prior to approving/rejecting.

Click Add Question, then click New Question to create a brand new question. You will then see a drop box under Type where you can select the type of field you want for their answer to the question you are creating.

Field Types:

  • Short Answer and Paragraph - gives them a small or large box to type out an answer in their own words

  • Dropdown - allows them to select one from a list of answer options

  • Multiple Choice and Checkboxes - allows them to select multiple answers from a list of options

  • Date - allows them to select a date to answer the question

Checkbox Options

  • Required on Forms - selecting this checkbox will force applicants to answer this question in order to submit the application

You will also see two additional tabs where you can customize the message an applicant will see as a confirmation their application was submitted or if your application is currently closed.

The last tab gives you a link you can copy and paste for your application to share on your social media pages or email to a contact. In the upper right hand corner under More Actions you can copy the embedded code and use on your website.

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