Setting up your program

Learn how to complete the setup of your program

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14 articles in this collection
Written by Ivan Atanassov

Adjusting the basic program settings

Settings > Program > Program basics
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Written by Ivan Atanassov
Updated over a week ago

Creating a registration form

Settings > Program > Registration form
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Written by Ivan Atanassov
Updated over a week ago

Allowing application submissions before or after payment

Settings > Program > Payment time
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Written by Ivan Atanassov
Updated over a week ago

Creating and arranging categories

Settings > Categories
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Written by Ivan Atanassov
Updated this week

Setting registration limits for your program

Settings > Categories > Registration limit
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Written by Ivan Atanassov
Updated over a week ago

Creating an application form

Settings > Forms > New application form
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Written by Ivan Atanassov
Updated over a week ago

Application form fields explained

Settings > Forms
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Written by Ivan Atanassov
Updated over a week ago

Cloning an application form

Settings > Forms
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Written by Ivan Atanassov
Updated over a week ago

Editing you automatic emails

Settings > Emails
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Written by Ivan Atanassov
Updated over a week ago

Adjusting application settings (applicant portal)

Settings > Program > Applicant portal
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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
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Written by Ivan Atanassov
Updated over a week ago

Customizing the confirmation messages

Settings > Program > Wording & messages
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Written by Ivan Atanassov
Updated over a week ago

Adding a conversion trigger

Settings > Program > Conversion triggers
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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.
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Written by Ivan Atanassov
Updated over a week ago