Build Mode Videos

In this video, we’ll take you through how to add a new program to your Apply site. We will go through naming, description and accessibility settings including setting open and close dates.

In this section, you’ll be introduced to the Workflow. The workflow is the backbone of your Program and will be where you create the Rounds and Tasks the application goes through starting at application creation, through review and finally all the way down to a final decision.

In this section, you will find the following videos:

  • What is a Workflow?
  • Create a Workflow

In this section, we'll go explain the how to configure the different stages: Applicant, Simple Review, Advanced Review and Holding.

In this section, you will find the following videos:

  • Adding & Editing an Application Stage
  • Adding & Editing a Simple Review Stage
  • Adding & Editing an Advanced Review Stage
  • Adding & Editing a Review Group
  • Assigning Reviewers
  • Adding & Editing a Holding Stage
  • Application Highlights

A staple of the application and review process, the form task will help you collect the information you need from both your applicants and reviewers in order to make the best decision possible. Once you’ve added a form task into your workflow, you will use the form builder to add and edit your questions. With a large range of both Basic and Advanced questions types, you’ll be able to configure your form to get all the information you need.

In this section, you will find the following videos: 

  • Introduction to the Form Builder
  • Basic Form Questions
  • Advanced Form Questions
  • Branching Logic

With Apply’s Reusable Applicant Tasks feature, administrators create an applicant task, the settings for which can be reused across multiple programs.

In this video, we'll explore how to add and configure a reusable applicant task.

In this video, we will introduce you to the concept of automations. Automations can be used at the program or stage level to automate things like emails, application movement, and status updates.

In this section, we will introduce you to a very important area of the site: Users.

This is where you’ll be able to manage all the users of your site whether they're Applicants, Reviewers or Recommenders. You can also manage roles, send emails and add new users to the site.

We’ll also explain how to assign reviewers to review stages.

In this section, you'll find the following videos:

  • Managing Users
  • Manually Adding Users
  • Assigning Reviewers to Review Stages
  • Reviewer Assignments

Testing your program’s application and review process is an important part of building your site to both validate your process and ensure everything has been laid out in a clear and concise manner. In this section, we will go through how you go about testing out your building process from both the point of view of the applicant and the reviewer.

In this section, you will find the following videos:

  • Testing the Application Process
  • Testing the Review Process
  • Recommendation Tasks

Now that your program has been built and tested, you’re ready to launch your program. This video will take you through the steps to launch your program and begin collecting applicant data.