Manage Applicant Referrals
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Manage Applicant Referrals allows individuals to refer (or nominate) applicants to be approved to apply to a specific application form. Once referred the Administrator can monitor the referral process to see when an applicant has been referred, and, depending on what Site Settings you have activated, the Admin can also Approve or Deny those referrals.
Note: This is not an automatic functionality and will need to be activated in your Administration-Site Settings to be able to use this functionality. You will want to become familiar with the specific Site Settings that can be activated as part of this function and set them according to your process. Once activated, this functionality is available for all your application forms and cannot be set for just one application.
Before using this functionality, you will want to adjust the email template in the Notification Center for all your application forms so that it fits the message you want your applicants to receive according to the process you will be using. The email template is called: Application: Referral Invitation. When updating the template, you will not want to remove the Click Here {Application Invitation URL} link or the {EmailID} merge fields from that email template as that email id and the link are what the applicant will need to be able to have the proper access. If you wish to remove the password, be sure to give instructions in that email to the applicant to be able to retrieve an unknown password using the “Forgot Password” function so that they can reset their password and log in using that new password.
If requiring that only applicants that have been referred are eligible to apply to a specific application form, it is best practice to make this application a “private” application by marking the fund in the fund set up as not published. Then only applicants that have an approved referral will be able to access this application and apply to it. All other applicants will not have access to apply.