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Merge pull request #302 from dubinc/application-settings
Application settings updates
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help/article/program-applications.mdx

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@@ -30,12 +30,67 @@ On your applications table, you'll be able to view key information, including:
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<Frame>
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<img
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src="https://assets.dub.co/cms/main-applications-2.png"
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src="/images/dub-partners/applicant-table.png"
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alt="Applications table"
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/>
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</Frame>
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Click on any of the rows to view their profile and application form.
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## Application settings
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Click the **Application settings** button in the top right corner to configure your application and [marketplace settings](#marketplace-settings).
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<Frame>
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<img
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src="/images/dub-partners/application-settings.png"
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alt="Application settings button"
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/>
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</Frame>
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### Eligibility requirements
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Adding eligibility criteria allows you to define the conditions that must be satisfied for an applicant to apply. Click **Add condition** to start defining your criteria.
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<Frame>
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<img
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src="/images/dub-partners/application-settings-criteria.png"
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alt="Application settings criteria"
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/>
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</Frame>
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In the example above, the applicant must be from Canada, United States, or Mexico to apply. If they're from any country other than these, they won't be able to apply.
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| Logic | Description |
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| --------- | ------------------------------ |
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| Condition | Select from `is` or `is not` |
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| Country | Select any number of countries |
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### Marketplace settings
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If your program is listed in the [Dub program marketplace](https://dub.co/help/article/program-marketplace), click the **Marketplace** toggle to access the marketplace settings. Here you can set the description that's shown to partners, and categories to help find your program more easily.
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<Frame>
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<img
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src="/images/dub-partners/applications-settings-marketplace.png"
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alt="Marketplace settings"
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/>
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</Frame>
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For product categories, you can select from the following options:
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- Finance
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- Marketing
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- AI
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- Development
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- Design
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- Productivity
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- Ecommerce
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- Security
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- Education
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- Health
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- Consumer
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## Partner application
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When the application is open, we show additional information collected during the application process and their account creation. This is a good opportunity to get to know more about this partner and their background if they've provided it.
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There are 3 ways to approve pending applicants to your program:
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<Steps>
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<Step title="Applicant form">
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When the application form is open, click **Approve** at the bottom of the screen.
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### Via the application form
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When the application form is open, click **Approve** at the bottom of the screen.
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<Frame>
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<img
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src="https://assets.dub.co/cms/applications-approve-button-1.png"
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Once you're finished reviewing the application, click **Approve,** and the applicant is now part of your program.
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</Step>
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<Step title="Bulk approve">
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### Bulk approve
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If you have multiple applications, use the checkboxes to the left of each applicant to select any that are ready to be approved. You can also select all, by clicking the checkbox in the top left of the application table.
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<Frame>
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</Frame>
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Once selected, click **Approve** to add them to your program instantly.
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</Step>
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<Step title="Auto-approve">
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To auto-approve any new pending applications for your program, go to your [individual groups](/help/article/partner-groups) and click on the **Settings** tab. Here you'll find the auto-approve toggle in the "Addtional settings" group.
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### Auto-approve
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To auto-approve any new pending applications for your program, go to your [individual groups](/help/article/partner-groups) and click on the **Settings** tab. Here you'll find the auto-approve toggle in the "Additional settings" group.
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<Frame>
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<img
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To disable auto-approve, click the toggle and confirm your choice. When confirming the change, you're able to apply to all groups as well.
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</Step>
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</Steps>
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## Rejecting applicants
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Similar to the approval process, you can reject an application from the [applicant form](/help/article/program-applications#applicant-form) or use [bulk selection](/help/article/program-applications#bulk-approve) for more than one applicant at a time.
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/>
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</Frame>
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## Approving a previously rejected partner
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### Approving a previously rejected partner
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If you rejected a partner by mistake, or have changed your decision, you can approve them at any time. Open the **``** menu in the Applications view and select **View rejected partners**.
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