Grants

Similar to Surveys, you can create a Grant form filled with custom fields for users to fill out and submit a grant application for you to approve. If you are interested in using this add-on feature, email us at support@givepulse.com for more information. 

This article contains the following sections:

• Create Grant
• Add Reviewer
• Invite Users
• Manage Grants
• Grant Overview and Settings Guide

There are two areas of Grants that will be important for you to manage and oversee: Create Grants and Manage Grants.

Create Grant

To create a Grant after you have purchased this module, you will navigate to your Admin Dashboard and find Grants > Add Grant.

Before creating Grant, we recommend reviewing this document and guide: Grant Overview and Settings Guide

When creating a grant, you'll input grant details such as the title, description, and logo as shown below:

New view:

After selecting save and continue, you'll have the option to edit more advanced settings that will determine how grant applicants can interact with the application such as an open date, submission, deadline, etc. Additionally, this is where admins can set their grant budgets and the maximum amount that will be rewarded. 

Classic view:

New view:

You'll also have the ability to set specific details about the grant budget. You can input the total grant budget that will be awarded to grantees and the maximum award amount that a single grantee can receive. 

Then, you'll populate the grant application questions using new or existing custom fields.

Classic view:

New view:

Add Reviewer

One important feature to note is the ability to add reviewers to the grant applications. When Grant reviews are enabled, the form will showcase a "Review Questions" section where you can decide if the reviewers can set another reviewer, whether or not the reviews can be edited, the ability to add a conflict of interest form, etc. To learn more about adding reviewers to Grants, click here. 

Invite Users

Once you have created the Grant, you will be able to invite users to apply through the shareable link or selecting "Invite" from the Blue Action Button. 

Classic view:

New view:

The Blue Action Button will also allow you to perform other functions such as:

• Edit Grant: Allows you to edit the grant details, settings, and questions.  
• View Responses: View all responses of the grant.
• Export Responses: Export into a CSV file the grant question responses.
• Export Questions: Export into a CSV file the questions you've created for your grant application. 
• Message Respondents: Send a message through GivePulse to all the applicants of your grant.
• Message Reviewers: Send a message through GivePulse to all the reviewers of your grant.
• Add Grant: Create a new and separate grant for the group.

Manage Grants

When you select Manage Grants, you will be able to manage and oversee all the grants belonging to your group. 

Here, you'll see all of the previous grants you've created. On the right side, under the Actions column, there are several actions you can complete to manage your grants. 

• Duplicate: create a copy of the grant.
• Invite: Allows you to invite users to fill out your grant application through the GivePulse platform or by manually sharing a link. 
• Edit: Allows you to edit the grant details, settings, and questions.  
• Delete: Delete the grant.
• Message Respondents: Send a message through GivePulse to all the applicants of your grant.
• Export Responses: Export into a CSV file the grant question responses.
• View Responses: View all responses of the grant.

Additionally, you can utilize the approve or deny buttons to change the status of the grant.

If you decide to approve the grant, after selecting the green "approve" button you will be prompted to enter the grant amount to be awarded as shown below:

In addition to changing the application's state via the approve and deny buttons, you can select the blue highlighted/ underlined "status" to select one of the following status: