Video Tutorials

If you're new to SmartyGrants or simply need a refresher on a particular SmartyGrants concept, our video tutorials are a great way to get started. They range from basic to more advanced topics, and if you are new to the system are best watched in the order that they are listed.  Any webinars or important release videos that are recorded are also listed on this page.

Tutorial Index

Competency AreaTutorial Listing & ContentView

Set-Up & Navigation:

System Navigation Overview (11:49)

 View

Manage Users/Account: add/edit users, access levels and launchpad account option (8:59)

View

Create a Program (4:52)

View

Applicant Site (9:01)

View


Set-Up of Financial Periods, Funding Sources & Budgets (15:00)

View



Forms:

Forms Overview (20:24)

Standard Fields (41:08)

Contact Fields (24:22) 

Form Types; Building a Form; Form Settings; Linking Contacts; Conditional Logic (1:11:52)

Customise the Confirmation of Submission E-mail (9:05)

View

View

View

View

View



 

Stages, Tasks & Calendar

What are stages & tasks, set up and use.  (31:01)

What is included in calendar; iCal feed to your external e-mail calendars.

 *Bulk Updates (20:30)

View



Grant Rounds:

Grant Rounds: How to create, edit, public vs private & publicise (21:32)

View



Applications:

Receiving, viewing, printing, unsubmitted applications (23:16)

 Bulk Updates (20:30)

View

View




Contact Directory:

Contact Fields (24:22)

Benefits of using the directory, grant involvement history, file notes, flags, tags, dealing with duplicate contacts - how does it all work? (28:08)

View

View




Assessment:

Assessment Process, Internal vs External Assessors, Private vs Shared Forms, Set-Up (32:30)

External Assessors: how to log in, view an application, add an assessment form, submit an assessment and notify the grantmaker that the assessment is complete. (9:39)


View

View


  

Decisions & Funding Allocations:

 Change decision; Allocating Funding; Approve & Record Payments; Keeping track of funding & budgets (13:25)  

 *Bulk Updates (20:30)

View





 

Acquittal Process:

Sending acquittal forms to successful applicants; Receiving acquittals; Keep track of acquittals (15:53)

*Bulk Updates (20:30)

View


 

Reporting:

Reporting Overview (10:03)View

Create a Report Template (20:39)View

 Customise an Excel report template  (25:35)

View

Customise a Word report template (22:42) 

View



Mailouts:

Mailouts (11:21)View



Recorded Webinars:


8/2/2017

Calculated fields webinar

22/11/16

CLASSIE & Gender Lens - What are they? Why? Demonstration, and Q&A

13/10/16

Setting up online Assessments in SmartyGrants

07/09/16

How to create and send letters in word from SmartyGrants and much more...




View


View


View



Please Note:  If you do have any issues with the quality of viewing these tutorials (for example, too hazy or grainy) please ensure that you have the 'HD' setting selected on the You Tube panel, you can do this by clicking on the 'Account Setting Cog Wheel' as outlined below.  You can also increase the size of video screen by clicking on the 'full screen' square icon in the bottom right hand side of the You Tube panel.