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Site Dashboard: Overview

The following article will outline the Site Dashboard section of your site. This section allows you to organize, manage, and perform actions on your list of Programs.

Program Categories: Overview

This article will outline how program categories can be useful for you in your site as well as how to manage your program categories.

How to Move a Program to Trash

In this article, we will walk you through how to delete a program, how to revert a deleted program, and what happens when a program has been deleted.

How to Launch a Program

Launching your program means it will become live and you can start accepting applications.

How to Duplicate a Program

The following article will outline why duplicating a program can be a useful process, how to duplicate a program in your site, and what exactly will be duplicated.

How to Create a Program Category

Program categories allow you to group multiple programs under one umbrella to assist with site organization and reporting needs.

How to Create a Program

Creating a program in your SurveyMonkey Apply site is an essential step to getting started. You can create a single program or multiple depending on the requirements of your process.

How to Categorize Programs

Within SurveyMonkey Apply it is possible to create and update categories for your programs. Program categories allow you to group multiple programs under one umbrella which can be quite useful for site organization and reporting.

How to Allow a Program to Accept Multiple Applications

When creating a program in build mode administrators can set limits for how many applications each applicant can complete for that specific program. This article covers how to enable multiple applications for your programs.

Collaborators: Overview

Enabling Collaborators on a program allows a user to add additional members to their application. This is useful for applications requiring collaboration and multi-user access without those users needing to share a login account for access.

Workflow: Overview

The purpose of this article is to help you as an administrator to understand your workflow in your SurveyMonkey Apply site.

Stages: Overview

This article will help you to better understand what a stage is and why it is important in your site.

How to Set Up an Application Stage

This article will walk you through how to successfully set up an application stage in your site.

How to Set Up an Advanced Review Stage

This article will walk you through how to successfully set up an Advanced Review Stage in your site. Advanced Review Stages are useful if you wish to add more detailed questions to your reviewers about the submissions they are reviewing.

How to Set Up a Simple Review Stage

This article will walk you through how to successfully setup a Simple Review Stage in your site.

How to Set Up a Review Stage Group

If your process requires multiple reviewer stages to be completed at the same time then you can set up a group of reviewer stages, also referred to as Concurrent Reviews. This will allow for multiple review forms to be completed concurrently before the application moves forward.

How to Set Up a Holding Stage

This article will walk you through how to successfully set up a holding stage in your site. A holding stage can be used for stages of the application process that do not have any tasks for applicants to complete.

How to Set a Deadline on a Stage

It is common for Administrators to require the tasks within their stages to be completed by a specific date.

How to Rename a Stage

When a program is created, a stage called “Application Stage” is created by default. You may wish to change the name of this stage or future stages you implement.

How to Rearrange Stages

This article will explain how to rearrange the stages in your program Workflow and why you may wish to rearrange them.

How to Delete a Stage

This article will walk through how to delete a stage, and the implications involved with deleting a stage that contains tasks and application data.

How to Archive Tasks to Preserve Collected Data

This article outlines the steps you will need to take in order to archive a form within your Workflow

How to Add or Duplicate a Stage

Whether you are just starting to build your Workflow or wish to expand on it, you may wish to add a new stage. In some cases, you may also wish to create a new stage by duplicating one that already exists.

Verify Charity Status Task

This article will outline how to add a Verify Charity Status Task, the basic settings of the task, and what happens on the user's end with interacting with the task.

Tasks: Overview

Tasks in your site allow you to collect the data from your users in order to make meaningful decisions about awarding your applicants in your site.

Reusable Applicant Tasks

Reusable Applicant Tasks is a setting that allows you to create a task for applicants that can be shared across multiple programs.

Make a Payment Task

This article will discuss how to create a Payment task in your site and the different payment processors that can be used in SurveyMonkey Apply.

How to Set a Deadline on an Applicant Task

You can set a deadline on an applicant task to ensure that your applicants complete that task by a certain date.

How to Hide/Show Tasks

This article will walk through how to Hide and Show tasks from applicants within the site.

How to Duplicate a Task

Duplicating a task is useful when a task needs to be completed more than once by the applicant and will have similar settings to the original task.

How to Delete a Task

This article will walk through how to delete an applicant task, how to delete a reviewer task, and the implications involved with deleting a task that contains application data.

How to Add/Edit an Applicant Task

Applicant tasks are the optional and required tasks to be completed by the applicant in order for their application to be complete and successful throughout the application process.

Get a Recommendation Task

The "Get a Recommendation" task is useful when applicants are required to provide a reference or multiple references in support of their application.

Fill out a Form Task

The "Fill out a Form" task allows a range of information to be gathered from your applicants using a variety of question types.

Attach File Task

The "Attach File" task allows a user to upload a piece of information that may be required for further advancement in the application process.

Accepted File Formats for Attachments

This article will outline the accepted file formats of each task in your site. The accepted formats can be customized by you as an administrator in some tasks to suit the needs of your process. These formats can be altered within the Options (or File Options) tab of the Document/Image, Portfolio, and Attach File tasks listed below.

“Complete an External Task” Task

The "Complete an External Task" task is useful in cases where your application process may require an applicant to complete something that cannot easily be integrated and tracked with the current site infrastructure.

How to use Advanced Branching Logic to Dynamically Change your Form

Branching Logic can be used within your form to customize the behaviour of a form based on the responses that a user gives to a question within the form.

How to Set Up an Advanced Review (Ranking) Form

The following article will provide guidance in regards to building Advanced Review Forms.

How to Safely Make Changes to a Live Form

This guide aims to help administrators know what they can and cannot safely edit within a live form during and after data collection.

How to Create/Edit a Form

Forms allow you to collect data from your site’s users including applicants, reviewers, and recommenders.

How to Build a Budget Form

If you require your applicants to complete a budget within your site this can be achieved internally within your form.

How to Archive Questions within a Form to Preserve Collected Data

The purpose of this documentation is to outline the steps you will need to take in order to archive a question within an established form.

How to Add Validation to a Text Response Question

Adding Validation to a Text Response question or choice type can be useful if you wish to add restrictions to the response that is given by the user.

How to Add Translations to a Form

This article will outline how to add translations to your form so that users can choose which language to view and complete the form in.

How to add an Identifier to a Question

Identifiers are used as an internal way of referring to a question in the site.

Forms: Overview

Forms allow you to collect user data that will help you make decisions in your application process.

Form Question Types: Overview

SurveyMonkey Apply has 16 different question types to help you collect the data you need within a form task.

Form Builder: Overview

This article will walk through the various sections of the Form Builder and different actions you can take within the Form Builder.

Text Response Question

A Text Response question type accepts open-ended data either in a single line or multiline format.

Single Column Question

The Single Column Question type allows you to create a question with a combination of question types such as text response, dropdown, or checkboxes.

Signature Question

The Signature question type allows users to sign the form using their cursor or a touch screen.

Section Heading Question

The Section Heading question type lets you include text within a form without asking a question. It's used for introductions, explanatory text, or pictures in your form.

Rating Scale Question

The Rating Scale question type is, in essence, a Likert question. It is commonly used for reviewer ranking questions where you wish for your reviewers to rank submissions from 1-5 based on various criteria.

Ranking Question

A Ranking question allows the user to rank answers in an order of importance, or significance. The user simply drags-and-drops their answer choices from the left column to the right column in their chosen order.

Multiple Choice Question

The multiple choice question type lets a user select one answer per question.

Multi-Column Question

A Multi-Column question can have different question types within each column.

JavaScript Question

SurveyMonkey Apply provides the ability to include your own JavaScript code. The JavaScript question type allows for all such code to live under one location

Hidden Field Question

Hidden fields are questions that are only visible while editing the form as an Administrator.

File Upload Question

The File Upload question allows a user to upload a piece of information directly within the form they are editing.

Dropdown Question

The choices in this question will appear in a dropdown format. The user may select one answer from options that appear in a dropdown list.

Drill Down Question

Drill Down questions allow users to select an answer by narrowing down their choice from a general category to a specific category.

Date/Time Question

The question type allows users to record the date and time with five types of configurations: Date/Time, Date Only, Time Only, Date/Month, and Month/Year. The default display format is Date/Time.

Datasource Question

The Datasource question is a text response question that connects to an external list.

Checkbox Question

The checkbox question type lets your users select more than one answer from a list of choices you provide.

How to Set Up Time-based Automations

Within SurveyMonkey Apply you can enable your automations to be activated based on a specific date.

How to Send an Automated Email

The purpose of this article is to provide an in-depth look at how to send emails from your site using automations.

How to Automatically Submit an Application Once the Recommendation Task is Complete

This article is a guide to automatically submitting an application once a recommendation request is received.

Webhooks: Overview

SurveyMonkey Apply has the ability to securely communicate with remote servers via Webhooks.

Automations: Overview

This article provides an overview of automations including how to build, manage, and troubleshoot automations within your site.

Automations: Activations (“WHEN TO APPLY”)

This article is an overview of the When statement and how to configure the first piece of your automations.

Automations: Actions (“DO”)

The DO statement is comprised of the actions that will occur when the automation is activated (WHEN statement) and the rules have been satisfied (Condition).

Automations: “CONDITIONS”

The second component of any automation within SM Apply is the Condition which is the set of rules that determine whether the automation will fire when the activation has occurred.

Automation FAQ

Common questions about Automations.

Advanced Automation Settings

Advanced settings can be enabled to alter the behaviour of your automations when an activation is met. This article explains the purpose of these settings and how to enable them for your new and existing automation.

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