Qualifications: A Detailed Guide

This article covers how to set up, reuse and manage qualifications on a scholarship. For how qualification groups work, see Qualification Groups.

Qualifications (also referred to as scholarship eligibility requirements or criteria) are configured at the scholarship level and are used to match applicants to scholarships for which they’re eligible. Qualifications can be re-used an unlimited number of times across any number of scholarships. To configure qualifications, open the scholarship and click the Qualifications tab, then click Add Qualification.

Decide which qualifying question fits the scholarship requirement. Click the search box to view and select from the list of existing questions on your application.

What types of questions are displayed in this list?

Single Select, Multiple Select and numeric questions from your application are included in this list. Qualifications can be configured using any of the questions in this list. Below are examples of how qualifications can be configured using each question type.

Configuring a qualification using a Single Select or Multiple Select question allows you to set one or more qualifying answers.

Example 1

Example 2

Configuring a qualification using a numeric question allows you to set a numeric value as the qualifying answer.

In this example, the Soccer Scholarship requires that all applicants have at least a 3.0 GPA to be eligible. GPA is a numeric question on the application, so select the GPA question from the list to configure it as a qualification. Click inside the Search box to find and select the question.

Once you select the GPA question, click it to expand and configure the qualification.

Qualification title: enter a description of the eligibility requirement for the scholarship. State that the applicant must have a 3.0 or higher GPA.

Requirement (numeric qualifications): choose whether the applicant’s answer must be less than, equal to, or greater than the number you enter. In this example, select is greater than or equal to and type 3 in the Value box.

Click Save, then confirm with Save and re-evaluate.

The new qualification appears in its group. Note: When you save a new qualification, applicants will automatically be requalified based on the updated criteria.

If you need to change the details of a Qualification, click the arrow on its row to expand it, make edits, and click Save. You will be notified that changing the required possible responses might result in applicants becoming unqualified for opportunities using this qualification.

The Soccer Scholarship also requires that applicants be members of the university soccer team, and no existing application question relates to soccer. Create a new application question for it, such as “Are you a member of the soccer team at SpringSquad University?”, with “Yes” as the qualifying answer. Create it as a Single Select question on the general application.

If a question currently used as a qualifier needs to be replaced, follow these steps:

Use caution when making these changes while an application is active. Adding new questions may affect student completion status, and removing a deactivated question may remove any associated student responses.

Because qualifications can be re-used across scholarships, consider that the question you create might need to be used for more than one scholarship. For example, if you have several music-related scholarships, you could create a question such as “What instrument(s) do you play?”, with a list of several instruments to select from. This contrasts with creating several questions such as “Do you play the flute?” or “Do you play the guitar?”, with only ‘yes’ or ‘no’ answers to pick from. The following scenario compares the two approaches:

Flute Scholarship

Flute Scholarship

Piano Scholarship

Music Scholarship

What instrument(s) do you play? is the more flexible question in this case because it can be used across multiple scholarships.

Consider the Music Scholarship, which requires a minimum 3.5 GPA. Select GPA from the existing question list again, then change the Qualification text and answer setup to reflect the requirements of this scholarship.

This feature is available to Pro and Enterprise customers only.

Qualification Groups can be configured on a scholarship to capture multiple sets of criteria.

Example: A Business scholarship considers any student enrolled in a Business major, but requires a GPA of 3.5 or higher. However, your incoming freshmen would not be able to be considered for this scholarship, as they do not have a GPA yet. Qualification groups solve this. Ask your incoming freshmen to report their High School GPA, and create a separate qualification group that requires for their GPA to be higher than or equal to 3.0. This results in two qualification groups being set up for the Business scholarship, and allows you to manage all applicants in one place, instead of across two scholarships (in this case, or more in others).

In order for applicants to match to the scholarship, they need to match fully on one group's qualifications. Depending on the scholarship requirements, a student can match to two groups or more, but one is required in order for them to show in Qualified or Applied status.

Navigate to the Qualifications tab of the scholarship that requires qualification groups to be set up.

Click Add Qualification to start building the first qualification group. Following the previous example, add the Academic Status qualification question and select Incoming Freshmen as a qualifier.

Then add the High School GPA question, setting the answer to be greater than or equal to 3.0.

Lastly, add the Major question by clicking Add Qualification, and choose the Business major as a qualifier.

The first group is complete. To create the second group, click Add Group.

Then search for your Academic Status question, and select all statuses except Incoming Freshmen. Once you've saved the qualification, you'll notice that the second grouping appears.

Under the second qualification group, click Add Qualification and insert the College GPA question, setting the answer to be greater than or equal to 3.5.

Lastly, click Add Qualification to add the Major question, and select the Business major as a qualifier.

The scholarship now has two qualification groups.