Apply

This checklist will come in handy when you are preparing to first launch your site on Survey Monkey Apply. You can use the helpful links to access other articles in the help centre which will provide more information on each feature. 

In order to ensure that your site has been completely tested, please use the checklist below:

  •  Form content has been finalized across all programs
  •  Required and optional questions have been marked as such
  •  Branching Logic is working as desired (if applicable)
  •  Piping Variables are working as desired (if applicable)
  • All calculations using Advanced Expression Piping (AEP) are working as desired (if applicable)
  • Reviewer forms: scoring is added to choices
  •  Titles and descriptions on all tasks are finalized
  •   Stage names and descriptions are finalized
  •  Program settings are complete (Summary and Full Description)
  •  Statuses for each stage are set correctly (if applicable)
  •   Ensure that required and optional tasks are marked correctly
  •  File formats for each upload task has been specified
  •  Visibility settings for applicants/reviewers are correct (if applicable)
  •  Reviewer assignment rules are configured to your needs
  •  Automations are functioning as intended
  •  Program-specific automated emails
  •  Automated movements in the workflow
  •  Site Name, Tagline, Logo, Favicon and Timezone have been added in General Settings
  •  Pages on the Public, Applicant and Reviewer Portals are set up correctly
  •  Site homepage options are set as necessary
  •  Any resources in the Files section are up to date
  •  Eligibility is set up correctly (if applicable)
  •  Custom Fields are functioning as desired (if applicable)
  •  Registration settings are configured
  •  Individual and/or Organizations have the ability to register
  •  Email notifications and email reminders are finalized
  •  Ensure the correct administrator is set as the “Primary Administrator”
  •  Labels are set up correctly (if applicable)
  •  Custom domain set up to replace Apply URL (if applicable)
  •  Custom email address have been added and verified (if applicable)
  •  You feel comfortable managing the site
  •  Open and close dates have been set on programs, stages and tasks (where applicable)
  •  You are familiar with How to Launch a Program
  •  Test users have been deleted
  • Test applications have been archived or deleted