When the application feature within RegFlow has been enabled, a RegFlow dashboard summarizing registrant applications will be accessible via the left side menu of your campaign. This dashboard has four tabs that you can work through when reviewing and inviting applicants:

As you receive and review applicants to your event, registrants will "flow" through the tabs in your RegFlow dashboard. This article will review how to navigate each tab within the RegFlow dashboard to help you monitor your recruitment progress at a glance.

The Overview tab summarizes the number of applications that need review, the number of pending invites, and the number of expired invites. It shows each ticket being managed within RegFlow with a visual indicator of your recruitment progress and how many spaces are remaining if a limit is in place.

The Needs Review tab shows you applications that were received that need your attention. An application will move out of the Needs Review tab when:

Icons will note if the applicant is a returning fundraiser that has fundraised for your organization on Pledge It before or if an admin with your organization has placed any notes on an applicant's record. Clicking on an applicant's name will open their application.

The Reviewed tab shows you the ranking of your applicants, sorted into High, Mid, and Low categories that are color-coded. Assigning rankings to applicants is optional. If your team has a wide variety of applications to review and sort through, this feature can help you surface the most qualified applicants.

If a ranking is applied, the Reviewed tab will sort ranked applicants into the High, Mid, and Low categories for easy browsing. Categories you'd like to hide can be collapsed. You can also drag-and-drop applicants to quickly adjust their ranking. Clicking on an applicant's name will open their application, where you can send them an invite.

The Invited tab shows you a summary of applicants that were invited to register on your campaign and the status of their invite (Registered, Pending, or Expired). Pending or Expired invites can be revoked at any time. Applicants with Expired invites can be resent invites per your discretion.

Applicants that have successfully registered become participants in your campaign. When you click on their application, you will be able to jump to their participant snapshot, where you can see their registration details and monitor their fundraising progress (if applicable).

Yes. Turn on the Daily Campaign Digest to subscribe to notifications for your campaign. The digest includes a recap of the last 24 hours of activity, including new applications and expired invites.

You can download the RegFlow Applications report under the Reporting dashboard or by clicking Download in the top right corner when in your RegFlow dashboard. This report includes all your applicant contact info, including their status, rank, invite details, and application form responses.