Request information from a previous applicant quickly and easily with follow up forms. You can request an impact statement that will generate a story or even use a small pre-qualifying form to decide if an organization is a fit before sending them a full application.
NOTE: The Follow Up Forms feature is only available for the 'Advanced' feature subscription and above.
Quick Links:
- What is a Follow Up Form
- How Do I Send a Follow Up Form
- Seeing the Links Between Submissions
- Tracking Requests
- Best Practices
What is a Follow Up Form
A follow up form is something you send to someone (or an organization) that has already sent you a form submission. When you send a follow up form and the person follows through to make a submission, those two submissions are linked together. You can have multiple follow ups to a single submission, or, you can have a chain of submissions one after the other all linked together. The system is very versatile and can be used in any way that works for your team. Our Best Practices section lists a number of ways you can use follow up forms to make the submission process easier for your applicants and your team.
How Do I Send a Follow Up Form
A follow up form is always associated with a single submission. You can send a follow up form from numerous places:
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Advanced Submission View:
- Triple Dot menu: Next to each submission in your view, there is a menu that can be opened by clicking on the 'triple dot' button. In that menu is an option to send a follow up form.
- Bulk Send: If you select multiple submissions in the view, a bulk option to send a follow up form to ALL selected submissions will become available.
- Action Button: If you choose to customize your view and change your Preferred Action Button you can send a follow up form for that submission.
- Submission Details Page: On the submission details page, in the right hand side bar there is a section for 'Options'. That 'Options' section has a button to send a follow up form for the submission.
Seeing the Links Between Submissions
Submission Details Page
When you visit the Submission Details page for a submission that is or has a follow up submission, you will be able to see those relationships in a section of the right hand side bar. You will be able to click on any parent or child submissions but if there is a chain of associated submissions, you will have to click your way up the chain.
Advanced Views Columns
If you customize your view, there are two universal columns that you can add; one will show the parent of the current submission, the other is the child of the current submission. Any associated submission will be a link that will take you to that submission if you have permissions.
The Indicator Flags column will also have an icon indicating if the submission is or has a follow up form associated with it.
There is a universal column called '' that will track the number of invitations sent through the Do Some Good platform as well as the number of those requests that have been to request that a person fills out a follow up form. More information about how tracking requests work
Tracking Requests
Every time you send a request to the original submitter through Do Some Good to fill out a follow up form, it is counted as one pending request. If that person makes a submission from the request, the request is considered fulfilled. If you copy a link to a follow up form, that is not considered a pending request but if a person uses that link to make a submission, it will increase the count of the fulfilled requests.
Best Practices
Community Impact Report
Do you want to know what the charity did with the grant money you gave them? Do you want to know how many community members were affected? Do you want to see pictures from the event you supported?
Create a form that will ask the organization about their community impact from your donation. Be sure to mark the answers as 'Suitable for Story' when you make the form, that way you can turn all of the submissions into stories on Do Some Good! You can even use our Community Impact Update form template.
Once a suitable time has passed to use your donation, send all of your approved grant submitters your impact report form. This is a great way to track your impact while also creating stories about your local community.
Request Financial Information
Once a grant or donation request is approved, you need a way to pay them. In your regular form, you may not want to ask for detailed banking information. Create a separate banking information form to request the personal information you need to make a payment. Send that as a follow up form to any grant or donation request submissions that you approve.
Satisfaction Survey
Do you want to learn about what sort of experience the submitter had when filling out your form? Create a satisfaction survey form and send it to every user who you want feedback from.
Pre-Qualifying Form
Does your business have certain criteria that need to be met in order to be considered for a grant or donation approval? Are there specific answers that would disqualify a candidate? If that is the case, it will save time for both the candidate and your review team if you asked a small number of key questions to determine if an application is a fit for your program or not. If the candidate does not meet your key criteria, you can disqualify them immediately and send them an appropriate automated default decline message. If the applicant does meet the basic criteria, you can use the follow up form system to send them the full application form that your team can review in detail.
Suggestions for a pre qualifying form:
- Keep your pre-qualifying form brief and focussed on the key questions for your program that will let your team make a yes - no decision in seconds.
- Create a second main form with all of the detailed questions you need to make a comprehensive evaluation of the submission.
- If you are asking about a donation request amount, do NOT make it a tally field in your pre qualifying form. You will want to ask about the donation request amount again in the main form so that everything can be evaluated by your reviewers in your main form. If it is a tally value in each form, the amount will be counted twice in your budget.
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