Missed a webinar or need a refresher? Browse through the topics below to view a previously recorded webinar:
It’s that time of year -- you’ve selected your awardees and shared the great news! Maybe you have a few weeks to take a quick break, but it won’t be long before it’s time to start the application and review process again.
In this Masterclass Webinar, learn how to easily close off an application cycle to prepare for your next round of application and review.
With a few easy steps, you can make archiving and storing data quick and easy. The best part? Following these steps also ensures you can track data year-over-year and measure your impact!
In this Masterclass Webinar, learn how to:
To view this session, Click HERE.
Testing, testing! How to make sure your site is ready to launch
In this Masterclass Webinar, learn how to quickly and easily test your site from start to finish, to ensure it’s ready for your applicants and reviewers.
When your site is complete and you’ve had your last call with the Implementation Specialist, it’s time to start testing! Testing your site helps ensure you’re comfortable with the final product, and allows you to become more familiar with the workings of your site.
By creating test users and reviewing your site, you’ll gain a better understanding of how your site works and equip yourself with the knowledge necessary to help users on their journey as an applicant or reviewer.
In this Masterclass Webinar, we covered:
To view this session, Click HERE.
Take control of your review process with Reviewer Assignments
In this Masterclass Webinar, learn quick and efficient methods of assigning applications to reviewers in a way that makes sense for your process.
When your application deadline closes, it’s time to assign applications to reviewers. Instead of assessing and assigning each one individually, use SurveyMonkey Apply’s assignment features to determine the best and most efficient way to get your reviewers the applications they need.
By leveraging SurveyMonkey Apply’s assignment features, application assignment and review can happen quickly, saving time and removing redundant tasks for administrators while reducing wait time for applicants.
In this Masterclass Webinar, we covered:
To view this session, Click HERE.
Effortlessly communicate with your applicants and reviewers using SurveyMonkey Apply
In this Masterclass Webinar, learn how to effectively communicate with applicants and reviewers throughout your process while saving time and effort!
Communicating with your applicants and reviewers is essential to a smooth and efficient process. Applicants want to be informed throughout their application process, and reviewers appreciate a few reminders and updates from time to time. SurveyMonkey Apply can help you streamline and automate communications throughout your site, while still offering a personalized experience.
By automatically or manually sending emails through SurveyMonkey Apply, you can maintain communication with users without missing a beat.
In this Masterclass Webinar, we covered:
To view this session, Click HERE.
Keep your programs secure with controlled administrative access
In this Masterclass Webinar, learn about the different levels of administrative access you can grant to users in SurveyMonkey Apply.
Setting permissions for each of your administrators helps keep your data secure by ensuring program-level data is accessed only by those who need it. Administrative permissions also help to reduce clutter for program leads by showing them only what’s relevant. Overall, permissions can help by creating a more efficient chain of command.
Not only will you you be able to delegate tasks to program leads, but you’ll have confidence knowing they won’t be able to see any additional information outside of the programs you allow them to work with.
In this Masterclass Webinar, we covered:
Use piping to auto-populate data into applications and emails
Personalize your application, save time and improve data accuracy. In this Masterclass Webinar, learn how to leverage piping to automatically bring previously entered information into forms and emails, reducing redundant tasks while ensuring accurate information throughout your process.
For example, pipe an applicant’s first name, last name, and email into forms, eliminating their need to manually enter it multiple times. Or, say you want to send reviewer feedback to applicants via email, auto-populate that information into an email instead of copy and pasting each and every comment.
We covered:
• What information can be piped into forms or emails
• how to auto-populate data in Apply
• Primary use cases for piping in an application process
To view this Session, Click Here
New feature alert! Save your applicants time with Reusable Applicant Tasks
Sometimes an application process requires applicants to fill out their information more than once, or on more than one page. Reusable Applicant Tasks will allow your applicants to re-use data they have previously entered into your SurveyMonkey Apply site, whether that be data from an application form, previously uploaded documentation, or media. Applicant experience is important - and we want to make sure that your applicants have the most seamless one possible!
This Masterclass Webinar will explore how to create Reusable Applicant Tasks in your workflow, to save applicants time.
We covered:
To view this Session, Click Here
Custom Fields are a special set of custom data that you can implement within your site. These Custom Fields can be used to gather and apply extra data to different aspects of your site, such as applications or users. This MasterClass Webinar will cover how to add and configure a Custom Field to collect required data.
We’ll cover:
To view this Session, Click Here
Managing Applications efficiently can help you and your staff cut down on time spent sorting through applications, allowing you to move towards your mission faster. In this MasterClass Webinar, we’ll go through the “applications” area of the site, and show you some tips, tricks, and features.
We’ll cover:
To view this Session, Click Here
Automations can help you eliminate redundant tasks and save time for the whole team. In this webinar, you'll learn the basics of automations: where they are, how to use them, and why!
We’ll cover:
To view this Session, Click Here
Testing your site throughout the build will help ensure that when you’re ready to start collecting applications, everything is running smoothly. No surprises!
We’ll cover:
To view this Session, Click Here
Advanced Expression Piping is a feature that helps you automatically calculate numbers entered into a form, saving time and avoiding errors from manual calculation. In this webinar, you'll learn how to build advanced formulas and how to use them in your application and review process.
We’ll cover:
To view this Session, Click Here