Publish and unpublish

A grant round is a Draft until you publish it. Published, it is open to applicants from its opening date; after its closing date it shows as Closed.

Labels that name Grant use your organisation's own term if you've renamed it.

Publish a round

1. Open the round's set-up and go to the Publish Grant step.
2. Read the Checklist - Funding Rounds & Grant Management. Nothing there needs ticking: the checks a round must pass run when you publish.
3. For a private grant, check the Invitation emails content. Tick Skip the invitation emails to publish without sending them; invited applicants still see the grant.
4. Select Publish Grant.

If the round cannot be published yet, Backed lists each item to fix under This grant cannot be published yet, for example a private grant with no invited applicants.

If text on the application form reads above your organisation's Reading level target, the step also shows Reading level above target, listing each field with its school year and its longest sentence. This is advice only: you can still select Publish Grant. Select Go to Application Form to open the form step. See Form builder for how the reading level is worked out.

Once published, the page shows when it was published, any invitations sent, and its landing page. Its set-up is locked while it is published.

Below the Publish Grant step sit the round's Default split for new grants and its Co-funders. See Sources of funds and Co-funders on grants and rounds.

Unpublish a round to change it

1. Open the published round and select Unpublish & Edit.
2. Confirm with Unpublish. The round returns to Draft and disappears from applicant dashboards until you publish it again. Applications already started or submitted are kept.
3. Make your changes, then publish it again.

To move only the closing date of a published round, use Change the closing date on the round's page instead.

List a round on Rounds

Rounds is Backed's grant-finding app for community organisations. A published public round whose landing page is Public access is listed there while it is open, with an Apply button that sends people to its landing page on your portal. Before they leave Rounds, they see your organisation's name and your portal's address.

The Rounds card on the round's Details tab holds the List on Rounds switch. It is on for a new round. Switch it off to keep a public round off Rounds; switch it on again to list it. The switch works while the round is published, and the change reaches Rounds within the hour.

A private round or a test round is never listed, and its switch is greyed out. A round leaves Rounds by itself when it closes, is unpublished, archived or deleted, or its landing page stops being Public access.

Test a round first

Choose Test round as the Grant type on the Details step to try the round before it goes live. Only staff and the testers you list under Testers can see it on their dashboard or open its landing page. Add each tester by the email address they sign in with, up to 200; a tester sees the round once they have verified that address. Test rounds carry a Test badge.

Emails the round sends to applicants who are not on the list are not sent: Email logs shows them as Suppressed (test round). Administrators, and assessors assigned in the round, get their emails as usual.

Applications started in a test round are test data. They are left out of the round's application counts, and out of data tables unless you tick Include test data (see Build a data table).

• Clear test data permanently deletes every test application in the round and everything attached to them: assessments, decisions, letters, conversations and files. The round, its testers, its email log and the audit trail are kept. If a test application has a contract, a milestone or a project, nothing is cleared.
• Make live stops it being a test round. Under Who can see it, choose Public Grants or Private Grants. Its tester list is kept. While the round still holds test applications, Make live is refused: select Clear test data first.

Archive or delete a round

• Archive takes a round out of use: applicants can no longer see it or submit to it. Find it under the Archived status and Unarchive it later; it goes back to the status it had.
• Delete Draft Grant or Delete Published Grant removes a round. A round with applications or stages cannot be deleted; archive it instead. An archived round cannot be deleted until it is unarchived.

See also

• Create a grant round
• Landing pages