Missed a webinar? Simply click on the titles below to view a previously recorded webinar:
- One Time Only
- Metadata Fields
- Managing Applications
- Reporting
- Triggers
- Testing your site
- Preparing for a New Cycle
- Understanding the Basics: Design, Manage, and Report
Do more with your applicant tasks and guarantee efficiency for all users
Both for your applicants and reviewers, tasks can simplify any process.
One Time Only tasks are used when you only require your applicants to complete a task once. The task data will be synchronized with all other submissions belonging to the applicant.
Shared Tasks can be used to allow multiple reviewers to access the same task on a single submission.
This Masterclass Webinar will explore the use of task settings, and how you can make simple changes to save your users time.
We’ll cover:
- Use cases for one-time only tasks and shared tasks
- Reviewing how to enable these tasks
- A demonstration of both task types
To view this session, Click Here
Metadata Fields are a special set of custom data that you can implement within your site. These MetaData Fields can be used to gather and apply extra data to different aspects of your site, such as applications or users. This MasterClass Webinar will cover how to add and configure a MetaData Field to collect required data.
We’ll cover:
- How to create Metadata fields
- How to manage Metadata fields.
- Popular use cases
To view this session, Click Here
Managing Applications efficiently can help you and your staff cut down on time spent getting organized, allowing you to move towards your mission faster. In this MasterClass Webinar we’ll go through the “applications” area of the site, and show you some tips, tricks, and features.
We’ll cover:
- How to manage applications
- How to filter and search for applications using specific criteria
- How to move applications to different stages
- How to change an application status
- How to send emails
To view this session, Click Here
After you’ve built your workflow and collected responses from your applicants, it’s time to analyze the results you collected by creating reports. With Apply, you can report on any data points you capture, from applicant demographics to budget details, to gather insights and understand your results.
This MasterClass Webinar will focus on building, configuring and exporting data from Apply using our reporting feature set.
We’ll cover:
- How to build a report to collect application-level data
- How to filter and manipulate your tables/charts
- How to export your reports
To view this Session, Click Here
Triggers can help you eliminate redundant tasks and save time for the whole team. In this webinar, you'll learn the basics of triggers: where they are, how to use them, and why!
We’ll cover:
- Different types of triggers
- How to create a trigger
- How to create a more specific trigger with ‘conditions’
- Best practices for building triggers
To view this Session, Click Here
Testing your site throughout the build will help ensure that when you’re ready to start collecting applications, everything is running smoothly. No surprises!
This session will focus exclusively on testing your site.
We’ll cover:
- How to test your site from an Applicant’s perspective
- How to test your site from a Reviewer’s perspective
- How to test your site after you have already started collecting applications
To view this Session, Click Here
Whether you start a new application cycle once per year or four times per year, getting ready to accept new applications is an important part of your process. This session will focus exclusively on how to prepare your FluidReview site for the next application cycle.
We’ll cover:
- How to archive old applications
- How to update deadlines based on your next application cycle
- How to update text on your homepage and throughout the site
To view this Session, Click Here
Learn the basics of FluidReview. This webinar provides you with a brief overview of the basics of your FluidReview site. Learn how to design your workflow, add tasks in your workflow, make changes to your homepage and set up the basic information of your site.
Once you have designed your site, you will be able to efficiently manage applicants to the site, reviewers and also applications themselves. Watch this webinar to learn how to organize your applications.
Customize and build your own reports using our Reporting tool. Create Excel reports with your sites data or graphical representations of the applications. Learn about how the reporting tool allows you to pull your ranking and application data into one concise report.