Setting up New Application Forms

Before you begin, review any current Active and Inactive forms in Applications under Forms Manager, and identify any forms to move.

Tip: Consider condensing and removing unnecessary forms.

For more information, see Migrating Application Forms from Legacy Portal.

If you do not have any forms in the Legacy (IGAM) portal, or plan to start using new applications, follow the steps below.

To setup branding settings, under Applications select Portal Settings. Your organization can brand your account by selecting the color scheme, international settings, and logo to use across Blackbaud Grantmaking.

  • Choose your color scheme

  • Select languages and currencies

  • Upload your logo

Related Topic:

Setup programs in Applications, and select Program. Each application will need a program.

  • Program Details

    • A program's name, description, and other high-level details are typically the first view an Applicant has of a program when applying. These elements help to communicate the mission and purpose of the program.

  • Program Settings

    • Default settings for Recipients, Collaboration, Program Emails, and more are automatically configured when a program is created. These settings can be updated to further customize each program based on an organization's needs.

  • Program Cycles

    • A program cycle is the period in which a program is accepting applications. The length of time will differ based on the program or client. This is useful if you want a program to open/close for a period of time, then reopen again at a later date.

  • Program Forms

    • Grant programs typically use two primary forms that serve as the application. This includes the Eligibility Form (optional) and the Default Form (required).

      Note: These forms are managed in the Forms tab on the program's Program Detail page.

  • Workflow

    • When setting up a program, you are required to select a workflow to establish the flow of applications within the program. The Default Workflow. The Default Workflow Level is the first workflow level to which applications are sent when they are first submitted and is selected when the program is first created.

  • Communications

    • System emails are automatically assigned to a program once it is created. These emails can be tailored for each individual program, allowing organizations to better customize how a program's mission and guidelines are communicated with Applicants and Grant Managers alike.

Related Topics:

• Program

• Mastering Programs: Best Practices for Applicant and Grantee Success (Webinar)

• Applications: Programs and Workflows / Blackbaud Grantmaking (Instructor led course)

You can review form emails under your program, then select Communications. System emails are automatically assigned to a program once it is created.

  1. Navigate to Program and the Grant Programs area.

  2. Choose to either create a new program or edit an existing program.

  3. Select the Communications tab on the Program Detail page.

  4. Within the Emails table, update any preferences for the program's communications and take any actions as needed.

Related Topic:

You can publish programs under Applications, then select Program.

  1. In the Programs tab, find the program to edit.

  2. Select ellipsis icon next to the item and then the Edit program option.

  3. From the Program Detail page, make any changes as needed.

  4. Select the Save and publish button.

Related Topic:

Test the entire forms workflow for each program.