*Please note: this article refers to features associated with Submittable's new form engine, and may or may not be applicable to your organization's account. Please contact our support team with any questions.

Eligibility Forms enable organizations on Submittable's new form engine to add an eligibility step in front of any initial form. Inserting a screening stage ahead of an application form will prevent ineligible applicants from proceeding, and ensure that only qualified applicants will be able to continue to the main submission process.

To Create an Eligibilty Form, follow these steps.

  1. Click Forms > Eligibilty Forms > +New Form

2. Name your Eligibility Form.

3. Add form fields, including Text Only, Charity Check, Single Checkbox, Single Response, and Dropdown List.

The Charity Check form field provides immediate information (via Guidestar/Candid) for organizations to ensure that applicants are in good standing with the IRS and are not on any government watch lists. Eligibility Forms can be configured to accept only applicants with confirmed employer identification numbers and pre-determined IRS subsections. When presented with the form, applicants will be asked to enter their employer identification number (EIN).

4. When finished creating an Eligibility Form, click Save.

5. In the navigation bar at the top of the page, click Projects.

6. Select the Project title for which you are requiring an Eligibility Form.

7.  Scroll down to the drop down selection for Eligibility Form and select the desired form.

8. In the box that says Ineligible Message, enter a message for applicants to see if they are determined to be ineligible to continue the application process.

9. When applicants begin the application process, they will complete the  Eligibility Form first, after which the system will automatically determine whether or not to move them into the Initial Form associated with your Project. If they are not eligible to continue, they will see the Ineligible Message.

How can I add Eligibility Forms to my account?

Eligibility Forms are a standard feature for Submittable customers on a custom quote subscription. You’ll find them under the Forms tab in your Submittable account. Please note, Eligibility Forms are only available on Submittable’s new form engine. To upgrade to a custom quote, and access this as well as many more features, contact account management.


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