Setting up your program

Learn how to complete the setup of your program

14 articles in this collection
Written by Ivan Atanassov

Adjusting the basic program settings

Settings > Program > Program basics

Written by Ivan Atanassov
Updated over a week ago

Creating a registration form

Settings > Program > Registration form

Written by Ivan Atanassov
Updated over a week ago

Allowing application submissions before or after payment

Settings > Program > Payment time

Written by Ivan Atanassov
Updated over a week ago

Creating and arranging categories

Settings > Categories

Written by Ivan Atanassov
Updated this week

Setting registration limits for your program

Settings > Categories > Registration limit

Written by Ivan Atanassov
Updated over a week ago

Creating an application form

Settings > Forms > New application form

Written by Ivan Atanassov
Updated over a week ago

Application form fields explained

Settings > Forms

Written by Ivan Atanassov
Updated over a week ago

Cloning an application form

Settings > Forms

Written by Ivan Atanassov
Updated over a week ago

Editing you automatic emails

Settings > Emails

Written by Ivan Atanassov
Updated over a week ago

Adjusting application settings (applicant portal)

Settings > Program > Applicant portal

Written by Ivan Atanassov
Updated over a week ago

Using merge fields in Automatic emails

Merge fields are used in your automatic emails to personalize the communication with your customers

Written by Ivan Atanassov
Updated over a week ago

Customizing the confirmation messages

Settings > Program > Wording & messages

Written by Ivan Atanassov
Updated over a week ago

Adding a conversion trigger

Settings > Program > Conversion triggers

Written by Ivan Atanassov
Updated over a week ago

Testing your program's processes

We recommend testing the program processes once you're done setting up the program in Evalato and before going Live.

Written by Ivan Atanassov
Updated over a week ago