Users can add an eligibility quiz to their unsolicited application process to ensure that applicants meet the foundation's criteria before completing the full application.
1. Click on the settings icon, located at the top of the page.
2. Select the Grantee Portal.
3. Click on Grantee Portal Intake Forms to expand the section.
4. Click on Unsolicited Application Intake Forms to expand the section.
5. Locate your unsolicited application intake form, and select Edit.
6. The template for the intake form will open in a separate tab. Select Edit mode.
7. Select Add Page.
8. Change the Page Type to Eligibility Questions.
9. Add a Page Title.
10. Optionally, edit the response that will display to the applicant if they answer all of the eligibility questions correctly.
11. Optionally, edit the response that will display to the applicant if they fail one or more questions in the eligibility quiz.
12. Click Save to add the Eligibility Questions page.
13. On the new page, select Add Eligibility Question.
14. Enter the eligibility question in the Label field.
For example, 'Have you been awarded funding from The Philantropia Fund within the past 12 months?'
15. Select the Acceptable Answer.
Note that answers to eligibility questions must be in a Yes/No format.
16. Optionally, add help text to the eligibility question.
Note that hyperlinks can also be included.
17. Click Save to add the eligibility question. Repeat steps 13-17 to add additional eligibility questions.
Note that eligibility questions can use conditional display logic if two or more questions are added to the eligibility quiz. This functionality is available with a Pro and Enterprise subscription.
18. Select Preview mode to view the eligibility quiz from the applicant's perspective.
19. Please note that once an applicant passes the eligibility quiz, they will have immediate access to all pages within the unsolicited application. Applicants who do not pass the eligibility quiz will not be able to proceed further.
