This is a resource for organizations that utilize invitation-only applications. In this document, we’ll look at how to set up and manage invitation-only applications in GOapply. 

 

 

  Registration Status Field - GOapply Settings

 In your GOapply Settings records, there is a Registration Status field. Your choices for this field are open or invitation only. If this field is set to Invitation Only, registration will not be possible from your GOapply portal. The “register a new account” button will be removed from the login page.

 

 

Important: This setting removes the registration ability from your GOapply home screen, so you should only do this if you have no other applications running at that time. Please ensure that the applicants you plan to invite have had an opportunity to register with GOapply before turning on this feature.

  Invitation Only Field - GOapply Opportunity

 

When you set up a GOapply Opportunity, there is a Invitation Only field. If you set this to YES, if this Opportunity is removed from the public Opportunities tab in the GOapply UI. If this field is marked No or is blank, all eligible users will be able to apply for this Opportunity.

 

Please note if you set this field to Yes, users can still access it through the direct URL using the Title Slug. See the GOapply Administrator Guide for additional details.

 

  Invite Constituent to Apply 

 

This available command bar button will create a status tracking record in Draft to ensure that the application will appear on the applicant’s In Progress Dashboard.

 

 

Select the opportunity and phase to which the constituent is invited. Click Submit.

 

 

This function will send an email to the Primary Contact of the Constituent with a link to the application. This email is controlled by an email template called GOapply - Invite Constituent to Apply.

 

Important: There is not an existing Flow to Invite Contacts to Apply in akoyaGO. For Individual "Invitation Only" Applications, you will need to provide the direct URL of the Opportunity to the Applicant and prompt them to login in to their existing GOapply account to access the Application. Once the User clicks "Apply" on the Opportunity, it will generate a Status Tracking for the First Phase of that Opportunity for the GOapply User in your akoyaGO CRM.

 

  

 

Status Tracking Record

This function will create a status tracking record with the Applicant, Application, Phase, and Current Phase Status filled in accordingly. The Current Phase Status will be set to In Progress. 

 

When the user logins to GOapply, they will now see this Opportunity/Phase on their In Progress dashboard and can begin working on it.