Adding A Third-Party Contributor Request To Your Program Application Form
Contributors are a Pro feature, available for Pro and Enterprise accounts only.
Adding a third party contributor request to your program application form allows you to collect references, sign offs, transcripts, etc, submitted by different users, all in one place.
There are three steps to creating a third party request in your application:
2) Add a contributor component to your application
3) Link the contributor component to a contributor form
*Note that steps one and two can swap order if that process works best for you - we're flexible!
Create a third party request
Create a contributor form
From your program's Forms page, click + Create Contributor Form.
Add Basic components to your contributor form. Be sure to include an upload field if you're requesting letters of reference or transcripts.
Contributor forms are one-page forms. To test the form while building, select the Preview Page option.
When finished, Save and Publish.
Published contributor forms are only available to view by contributors invited to complete the form within the program application form. Forms must be published in order to be visible to invited contributors.
Add a contributor component to your application
From the Applicant Application form builder, add the Pro component Contributor Request.
From your Contributor Request component Settings, enter the contributor role type (e.g. School Counselor, Parent).
You can also set the minimum required number of contributors. This will determine when an application is considered Complete.
The question components that show within the Contributor Request component will be asked of the applicant to complete. You can add components to this form by clicking Edit Questions and selecting components from the components list.
Note that the Message component has a unique setting for Default Value. Text set here will be the default message that if not updated by the applicant, will send to contributors.
Link the contributor component to a contributor form
Finally, link your contributor request component to a contributor form. This will determine which form the requested contributor sees if added by the applicant to this component in the application form.
The same contributor form can be linked across several components in your program application form. In that instance, the contributor role will be the main differentiator between contributors.
What does the applicant see?
When an applicant is completing your application form, they will see the contributor request component that's been added:
They will complete the set of questions - once for each contributor. Upon saving the page or moving forward in the application, the contributors added by the applicant will be sent an email invitation to complete the requested contributor form.
An applicant can move forward and complete their application without the contributors completing their forms. Once submitted, their application will have the status Pending Contributor Submission until all required contributors have submitted their forms.
You can view all email communications the applicant sees from the Program > Communications page.
What does the contributor see?
When the applicant sends a contributor request, the contributor receives an email from help@mykaleidoscope.com with instructions on how to access their account and the message from the applicant.
When the contributor logs in, they will be taken to their contributor dashboard, where they can access the contributor form.
The contributor then fills in the fields, uploads a file if required, and submits it.
On submit, the contributor and the applicant will both receive an email confirming submission.
Contributors can save the contributor form and return to it later by logging back into Kaleidoscope and selecting the Contributor role. If the applicant removes them as a contributor before they submit it, the contributor will receive an email notification on the removal.
You can view the email communications that contributors see from the Program > Communications page.