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Revised 06/30/2026

 

The following videos cover topics included in the Introduction to GOapply Training Session offered on our Training Menu. 

This is part one of a three-part series. For part two, please see GOapply Session Two: Processing GOapply Submissions - Learning Course. For part three, please see GOmanager Simple Form Builder - Suggested Learning Course.

This Suggested Learning Course introduces GOapply, focusing on GOapply setup in akoyaGO and the experience for an external GOapply User. Using the GOapply Administrator Guide as a reference, you will learn how GOapply Users (applicants) can register, apply, and complete reports and/or agreements in the GOapply UI. You will also review key setup items, such as GOapply Settings, Email Templates, and other configuration options to ensure the GOapply User Interface and overall experience function as intended. Lastly, you will learn how to set up an Opportunity and Phase for GOapply Users to complete.
 
 

While we suggest watching all videos in order, you may click on a Title below to jump to a topic:

       
       

      Prerequisites


       
       
      This video introduces the three core components of GOapply - the external User Interface, the internal GOapply area in akoyaGO for setup, and the internal GOmanager Form Builder for creating/maintaining forms.
      It explains how the components work together and who has access to each.
       
      For more information, please see GOapply Admin Guide - Getting Started.
       
       
       
       
      This video walks through creating a new account in the GOapply UI from the applicant perspective.
      This covers the difference between individual and organization users and also highlights configurable settings that shape the applicant experience.
       
      For more information, please see GOapply User Experience - Creating a New Account.
       
       
      This video demonstrates the registration process for an Organization User, including how GOapply can display possible matches for the registrant's organization.
      It explains how a GOapply User record is linked to a Parent Constituent record, and what record(s) will be created in akoyaGO in different scenarios.
       
      For more information, please see GOapply User Experience - Creating a New Account.

       
      This video demonstrates the registration process for an Individual User. It also covers how Individual Users will be automatically approved.
       
      For more information, please see GOapply User Experience - Creating a New Account.

       
       
       
      This video covers navigating in the GOapply UI from the GOapply User's perspective.
      It provides an overview of the GOapply Dashboard, including how users can begin a new Opportunity, access drafts, and find past submissions.
      Lastly, it highlights differences between Individual and Organization users, such as shared visibility and the Organization Profile. 
       
      For more information, please see GOapply User Experience - Navigating.

       
      This video introduces the GOapply area within akoyaGO, where foundation staff manage GOapply.
      It provides an overview of key tables, including GOapply Settings, Opportunities, Users, and Status Trackings, and explains how GOapply records are created and tracked throughout the application lifecycle.
      *Please note the video below uses the term "Workspace" instead of "Area," and the term "Entity" instead of "Table."

       
       
      This video provides an overview of GOapply Settings, where you can configure how your GOapply UI looks and functions, and how it manages Organization User registration.
      It covers key settings related to site access, user registration and approval workflows, scholarship automatching, branding, and customization options that allow you to tailor the applicant experience to your needs.

      For more information, please see GOapply Admin Guide - GOapply Settings.

      This video explains how Organization Users can manage their Organization Profile in GOapply and how that information maps directly to the related Constituent record in akoyaGO.
      It demonstrates how the Organization Profile form can be customized to control which fields GOapply Users can view or edit. 

      For more information, please see GOapply Admin Guide - GOapply Settings.

      This video demonstrates how to enable Organization Profile Change Requests to require review and approval by an akoyaGO user before changes proposed by GOapply Users are applied to the related Constituent record in akoyaGO.
      It walks through the entire process, from a user submitting profile updates in GOapply to an akoyaGO user approving or rejecting the proposed changes through the Change Requests table in akoyaGO.

      For more information, please see Change Requests.
       

      This video explains how GOapply Email Templates can be customized to standardize communications with applicants.
      It also demonstrates how System Views control the information displayed to users in the GOapply UI, allowing administrators to customize the columns and records shown on the Opportunities, In Progress, and Submitted tabs.

       
       

      This video introduces the process of creating a GOapply Opportunity in akoyaGO. It explains the relationship between Opportunities and Phases, then walks through the key fields that control eligibility, visibility, application limits, contacts, publishing, and other important aspects of the applicant experience.

      For more information, please see GOapply Admin Guide - Building Opportunities.

      This video explains how to create and configure GOapply phases, the individual forms or steps that make up an Opportunity. It covers key settings found on the Phase.

      For more information, please see GOapply Admin Guide - Building Opportunities.
       

      This video explains how to configure and manage invitation-only opportunities in GOapply. It covers controlling who can register, who can view opportunities, and how applicants gain access to apply.

      For more information, please see GOapply Invitation Only Opportunities.
       
       

      This video provides an overview of the GOapply Users table and explains how applicant and reviewer accounts are created, managed, and monitored within akoyaGO.
      It demonstrates how to review user roles, permissions, registration status, and email verification, and how to troubleshoot issues using features such as impersonation, approval email resends, and user diagnostics.

       
      For more information, please see GOapply Admin Guide - GOapply Users.
       

       

      This video provides an overview of the GOapply Status Tracking table, the primary record used to track progress, submissions, and activity for each Phase of an Opportunity.
      It explains how Status Tracking records are created, the key fields and available troubleshooting tools, and how to use these records to manage deadlines, monitor submissions, troubleshoot errors, and review submitted documents and attachments.

       
      For more information, please see GOapply Admin Guide - Status Tracking.
       
       

      This video walks through the complete GOapply applicant process, from user registration to application submission.
      It demonstrates how GOapply Users, Status Tracking records, Requests, and confirmation emails work together to provide a clear view of the submission lifecycle from both the applicant and akoyaGO perspectives.

       
      For more information, please see GOapply User Experience - Applying.



       

      Keywords: GOapply Admin, GOapply Area, GOapply Workspace, Organization Profile, Organization Profile Form Editor, GOapply Settings, Opportunity, Phase, GOapply Video