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...
Settings In Program Setup, the Settings tab houses the general settings for a program, including overall settings, program module on/off toggles,...
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...
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...
Publishing a Program Are you ready to publish your program? Take this quick quiz. If you can answer “yes” to all of these...
Extra Tab Administrators and committee chairs can pose follow up questions to specific applicants via the Extra tab in each application. How...
Messages Administrators can send emails to custom groups or individual applicants at any time and can add text to the messages...
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...
Tab Labels Customizable tab labels allow Administrators to rename tabs and features to match the vernacular used by their organization. How It...
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....
Adding & Editing Questions By adding questions to the Pre-Application, Application Questions, and Report tabs, administrators customize the program to gather whatever data they...
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...
Applicant View The Applicant View provides an easy way for administrators to see how their program appears to their applicants. While it...
Friendly URL’s In addition to using the ZoomGrants-generated links to provide applicants with access to programs, admins can also create “friendly URLs”...
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...