What is covered in this article?
- What can be accessed under the setup?
- Accessing the setup screen
- Setting Parameters
- Updating Records
What can be accessed under the setup?
School Admins can access the setup screen for any form to set the following options:
- Set the value of Student Status and lead source for each form
- Update records option which will edit existing values or add a new record
Accessing the setup screen
Follow the steps below to edit or access the options above.
- Go to Admin> Signup Forms
- Locate the specific form you wish to edit
- Click the gear icon to access the setup screen
Editing Form Options
The Forms option are used to set the value of fields including the Student Status and Lead Source for each form.
The parameters below can be set when a form is submitted.
Setting Parameters
Setting the Student Status
You can decide the Student Status to be set as soon as the form is submitted.
- Set Student Status field. Choose from the available list of options from the Student Status drop down to set when a family starts the form for a specific student.
| Recommend selecting Preserve existing Student Status if it is further along than the specified value since this will maintain the integrity of your funnel and not revert a student to an earlier status |
| Note: If the value for Student Status does not exist, please create a ticket to have your item added. |
Setting the Lead Source
The lead source field will only be set once on record creation. The values available in this list can be defined by your School Admin under:
- Admin> School Lists
- Select Lead Source from the drop down
- Enter in any new values you wish to appear in the drop down list
Default Settings
Both the Student Status and Lead Source fields have default settings for all schools, but can be changed at any time. These are as follows:
| Form | Student Status | Lead Source |
| Event Registration Form | Enquiry | Website - Event Registration |
| Prospectus request Form | Enquiry | Website - Prospectus Request |
| General Enquiry Form | Enquiry | Website - Contact Us |
Updating Records
The second section in Form Options allows you to set an option to reduce duplicates and update records. The default is for this to be on, and is recommended for all schools.
Single Campus Schools
To create a tighter match, School Admins can also choose to match on Starting Year in addition to the student first and last name. This may create duplicate students but it allows schools to track separate enquiries for different starting years such as one for Early Learning and another for Primary School etc.
Multi-Campus Schools
For any schools that are multi-campus, then the Update Records option will also add support for Campus and Starting Year.