Features
What ApplyCycle does today, from application forms and panel review to payments and records. Everything listed works now, and the limits are at the end.
Programs and forms
- Each program has its own application form
- Staff add, reuse, and arrange application form fields
- With Zivtech's setup and training, staff change forms and statuses without a developer
- Application form sections appear according to the user's role and the application's status
- Application fields appear or hide based on other answers
- Staff mark application fields required for submission
- Staff edit application field labels and help text
- Staff publish program pages, frequently asked questions, news, deadlines, and lists of past awards
Cycles
- Application cycles open and close automatically on the dates staff set
- At cycle close, unfinished applications move to a staff-selected status with a logged reason
- Staff set each organization's application limit per cycle
Applicants and organizations
- Staff accept or decline new registrations with templated emails, or applicants register through an invitation
- Organizations have several members, and applicants can belong to and switch between several organizations
- Organization profiles include financial information and fiscal-sponsor relationships, with tax ID formatting and sponsor list imports
- Applicants complete forms in sections, save incomplete drafts, recover autosaved work, and preview applications before submitting
- Applicants attach files and images to applications
- Applicants add audio recordings and video links to applications
- Applicants enter income and expenses by year, separating actual and projected figures
- Applicants see application statuses on their dashboard and edit submitted applications when the status allows it
Workflow and email
- Staff define application statuses with applicant edit rules, notification emails, an award flag, and a color
- Each application status can have an email that ApplyCycle sends automatically when applications enter that status
- Staff email applicants in bulk using templates with application-detail placeholders, CC, BCC, and preview text
Triage and edits
- Staff filter the application table by status, cycle, program, and year
- Staff edit application IDs, award amounts, panelists, and statuses directly in the application table
- Staff change application statuses, change panelists, assign panels, and send templated email in bulk
- Staff see the organization's previous applications and award totals on each application
- Staff import application and payment data from comma-separated values (CSV) files
- Staff compare application revisions and restore earlier versions
- Staff can view the site as a given applicant when helping with a problem
Review
- Staff add applications and panelists to a panel, and ApplyCycle assigns those panelists to each application
- Panelists find their assigned applications on one page, filtered by cycle and review status
- Panelists see the applications assigned to them
- Panelists move between applications with next, previous, and jump controls in the reading pane
- Each panelist gives one score per application and can mark it reviewed
- Staff see each panelist's score, who has finished, and the minimum, maximum, and average scores
- Panelists comment in threads, and each comment is marked for the panel or for staff only
- Panelists play audio recordings and linked videos inside the application
Payments
- Staff record payment amounts, types, dates, and statuses: unpaid, paid, received, returned, or not received
- Payment columns appear in application views, and staff export payee lists
- Organizations can view their own payments
Export and records
- Staff configure the CSV export layout, which Zivtech can extend
- ApplyCycle builds a combined PDF of each application whenever it is saved
- Staff download a cycle's application PDFs together in a zip file
Platform
- ApplyCycle is built on Drupal
- ApplyCycle supports languages other than English
- Zivtech applies security updates roughly monthly
- Staff change the site's logo, colors, menus, contact form, and registration domain restrictions
- ApplyCycle includes spam controls, disposable-email blocking, and password policies
- ApplyCycle has no built-in integrations, but most Drupal integrations are available on request
- Zivtech scopes and quotes each integration during setup, separately from the setup fee
Not included
ApplyCycle does not include grant agreements, progress reports, or multi-year disbursement schedules.
ApplyCycle records one score per panelist, with no weighted rubrics or blind review.
ApplyCycle is not SOC 2 certified.
Switching from another platform?
See all comparisons, or go straight to Grants without spreadsheets, Switching from Submittable, and Switching from Foundant.