In order to successfully create an application funnel, you'll need to have the forms that you will be using already created. This is done by navigating through Admin Panel > Forms Settings then clicking the blue
Create New Form. LINK?!
In the left side menu, navigate to Applications Manager and Application Funnels. To create a new one, click the blue
+ Add Application Funnel on the top left.
You will now be on the funnel setting page. The selections here will apply to the entire funnel. Your first choise is to Select the type of category. You can choose
Startup for those applying as a startup, or
Community Memeber for those applying as individuals not yet associated with a startup.
Name of the service people will apply to is the name of the funnel and will appear to the applicant as "You are applying for [Name]" when creating their account.
Number of selection rounds are the number of times your evaluators will vote to either select or reject a candidate.
Select the application Form is where you choose a previously created Application form that the applicants to this funnel will use.
Select users that manage this funnel of applications is where you select the users that will have admin privleges over this funnel, with the ability to screen applications, assign evaluators, view evaluations of other evaluators, and select or reject candidates. When this is selected, click the blue
The next page is where you set up the logic for each round. When you receive a new application, the funnel manager(s) can screen them to decide whther or not they want to proceed with the evaluation of the candiate. If they are selected to proceed, they will be moved to the first round. For however many rounds you selected, there are four main options per round.
Should we add an instruction email to round? If yes is selected here when you
Save these round settings, you will recieve a notification in the upper right
bell that an email has been created. This email will be automatically sent to applicants when they are moved into this round. To customize the email, click the notification or find it in Email Settings.
Should we add a new form for the applicant to fill to this round? If you select yes, you will select an additonal application form that applicants will fill when they proceed into this round.
Do you want to meet the candidate in this round? If you select yes, two more options will appear:
Select later (case by case)the funnel manager will select the interviewers from the applicant file. If you
Select someone now, a new box will appear where you will select the individual(s) whos availability will be shown to the applicant for them to book the meeting.
Should we add an evaluation form to this round? If you slect yes, two more options will appear:
Select later (case by case), and select evaluators from each individual applicant file. If you
Assign now (one or more people)a new box will appear where you can select a person or panel of people who will be prompted to evaluate all applicants in this round.
When you have chosen your setting for each round, hit the vlue
Save. You will then be taken back to the Application Funnels page where you will see the funnel.
There are three toggles on each funnel which can be moved back and for at will.
active - archived- active funnels can receive new applications, archived funnels cannot.
public - private- public funnels can be found by search engines, private funnels cannot.
Open - Incognito- Open funnels are transparent for the applicant - they can see the number of rounds, will be emailed when they are moved from one round to the next, and can see applications tags they've been tagged with. Incognito funnels keep the applicants in the dark until they've been accepted.
Link to application is the link you will put on your website behind your
Apply button. Click it to copy. Open an incognito window in your browser and follow the link there to see what your applicant will see. Go through the process by creating an account with a new email to test your work. If you need to edit the funnel, hit the
edit icon on the upper right.