Create/Copy a Program Whether you’re building an entirely new program or using an existing one as a template, you’ll start by creating a new...
Summary Tab Settings Program Setup > Summary Tab Grant Settings Summary Tab Label – This is the label on first tab in the...
Pre-Application The Pre-Application feature is a handy tool if you want to manually pre-screen applicants to allow only those who meet...
Application Questions Administrators have full control over program content and settings in their ZoomGrants program. You decide how to pose the necessary...
Adding & Editing Questions By adding questions to the Pre-Application, Application Questions, and Report tabs, administrators customize the program to gather whatever data they...
Section Titles In the Pre-Application, Application Questions, and Report tabs as well as the Scoring section of the Review Tools, you can...
Branching Question Branching questions are used to present a different set of answers based on the applicant’s selection in the branching question....
Budget The Budget tab features two pre-built, basic tables and a narrative field to capture simple budget data from applicants. Admins can...
Tables The Tables tab was built to accommodate more complex data collection. How It Works We’ve created a ‘lite’ version of...
Documents Admins can ask applicants to upload or link an unlimited number of files to their applications via document requests. How...
Messages Administrators can send emails to custom groups or individual applicants at any time and can add text to the messages...
Publishing a Program Are you ready to publish your program? Take this quick quiz. If you can answer “yes” to all of these...
Tab Labels Customizable tab labels allow Administrators to rename tabs and features to match the vernacular used by their organization. How It...
Testing the Applicant Experience Once you’ve set up the application, it’s a good idea to go through the process as an applicant to get...
Applicant View The Applicant View provides an easy way for administrators to see how their program appears to their applicants. While it...
Tech Tips for Applicants Submitting Applications Technical Requirements To use ZoomGrants to submit applications, you’ll need a computer, internet access, and a valid email address. Don’t...
Check for Completion Feature Before an applicant submits an application, ZoomGrants will check to make sure that they have answered the displayed questions and provided the required...
How to Accept a Late, Emailed/Hardcopy, or Special Application Sometimes, applicants need special attention. They might need a deadline extension or they might need the program to be re-opened...
Open an Application for Editing If an applicant needs to update a submitted application or complete and submit an application after the deadline, a program...
Application Owners, Collaborators, and Additional Contacts On the applicant side of ZoomGrants, there are two sets of users who can be associated with an application: One Application...
Why can’t an applicant see an application in their account? If an applicant contacts you and indicates that they cannot find the application in their account, there are a few...
Managing Admin and Reviewer Users Administrators create user accounts for all of an organization’s reviewers and administrators and provide access to programs within the account....
Search You can search for organizations, applicant names and email addresses, and application titles and content using the keyword Search feature....
Primary Contact For each application, administrators can set a Primary Contact – an administrative user who will receive email notifications regarding activity...
Custom Status The Custom Status feature allows administrators to group applications together into predetermined categories. How It Works For each program, admins...
Batch & List Updates Admins can quickly update certain fields on multiple applications at a time via the Batch Update and List Update buttons...
Administrative Documents Administrators have the ability to upload administrative documents and tie them to applications. How It Works Administrative documents are a...
Sending Emails to Applicants, Collaborators, and Reviewers You can use ZoomGrants to send custom emails to groups of applicants and their collaborators and to your reviewers. How...
Account-Level General Requirements Administrators can input General Requirements to maintain consistency of basic requirements across all of an organization’s programs. The text entered in the...
Settings In Program Setup, the Settings tab houses the general settings for a program, including overall settings, program module on/off toggles,...
Customizing Submit Confirmation Text Before the program goes live, you can add your own text to be displayed in the body of the Pre-Application...
Uploading additional information to a ‘Submitted’ application 1. Log into ZoomGrants 2. Click the show/hide link under the ‘Submitted’ category to expand your list of submitted applications....