Customization of funnel and application form
How can I edit/customize my funnel?
Your funnel is fully customizable. You can have as many steps as you need in your funnel and their names and properties can also be customized. To edit your funnel, open your deal room and go to 'Settings' > 'Preferences' > 'Deal room setup' > 'Funnel setup' or open the menu from the right upper corner of your funnel (an arrow) and choose 'Funnel setup'. There, you can add and delete steps, move their position in the funnel, edit step names, change steps' types and choose for each step whether it's located in Discover, Funnel or Database section.
You can learn more about funnel customization from this video.
What are the use cases of different step types?
Inbox type of steps should be used for collecting company applications. Applications from companies that are invited by your deal room members using the ‘Invite company’ action are always received to the first inbox type of step you have in your funnel or deal room’s Discover section. In the inbox type of step, you will also see the source of applications in the funnel list view.
Complete type of steps allow companies whose applications are stored there submit new applications to your deal room. This type should be used for all steps where you store applications of companies who have received funding from you or rejected applications so that those companies could apply again for a new funding round or after they have made progress. If you store an application in normal, inbox or follow up type of step, company can only update their submitted application but cannot submit a new application to your deal room. It is not possible to add voting to complete type of steps.
Follow up type of step is connected to the ‘Follow up’ action available in the ‘All actions’ menu of company applications. Using that action moves applications to the funnel step which type you have set as follow up. It is not possible to add voting to the follow up type of step or activate an application link for it.
Archive type of step is connected to the ‘Archive’ action available in the ‘All actions’ menu of company applications. Using that action moves applications to the funnel step which type you have set as archive. We recommend setting the step type as archive for the main funnel step where you store rejected applications. Companies whose applications are stored in the archive type of step are able to submit new applications to your deal room. It is not possible to add voting to the archive type of step or activate an application link for it..
Normal is the step type you should use for all other regular funnel steps in the middle of your process.
Please note that companies can see the status of their application based on the type of the funnel step you store it in. The following statuses correspond to funnel step types:
inbox => inbox (unless the application has been locked for changes)
normal => active (unless the application has been locked for changes)
follow up => on hold (unless the application has been locked for changes)
archive => archived
complete => complete
How can I customize the form for applying to my deal room?
To customize your application form, open your deal room and go to 'Settings' > 'Preferences' > 'Deal room setup' > 'Funnel setup'. You can select the questions you want to include in your application form in a dialogue that opens by clicking on the 'Add question' button. Configure the questions so that the ones you want to include in your application form would be required or optional in the step where you start collecting your applications (usually the first step in the funnel).
Choosing a question to be 'Required' means that applicants won't be able to submit their application without answering that question.
Choosing a question to be 'Optional' means that the question will be visible to applicants but answering it is not required for submitting the application.
If you need some custom questions in your application form that you cannot find from our library, please get in touch with your account manager or our support.
You can learn more about company application form customization from this video.
How can I preview my deal room's company application form?
It is possible to preview the company application form when you go to funnel setup and open the application link setup dialogue of the step where application link is active. In the dialogue, choose 'Preview the application form'. You can use the option ‘New company profile’ in the application form preview wizard. While previewing, inputs are not validated and changes are not permanently saved. Please do not distribute the preview link as it is only for testing purposes. Companies can not apply to your deal room on this link.
How can I customize the intro and outro text of company application?
You can set up custom intro and outro texts for your company application form(s). Intro text is shown on the first page company sees when they start the application process and outro text is what they see after finishing the application. You can customize the intro and outro texts in deal room Settings > Links.
If you have activated application links for multiple funnel steps and would like companies that apply using different links to see different application intro and/or outro screens, you can configure a custom intro and outro for each link in deal room Settings > Preferences > Funnel setup. Open the actions menu of the step where the application link is active (from the three dots below the step name) and choose ‘Application link’. You can customize the intro and outro of the application after choosing ‘Custom’ for intro text and/or outro text, depending on which one you would like to customize.
You can read more about how to format your intro and outro texts using HTML in this article: How to use HTML to format text in application intros and outros
Updated on: 20/01/2023