5. Form Manager

If your account subscription includes access to Forms, navigate to Settings (Cog) -> Form Manager

The Form Manager section enables creation and access to Enquiry or Enrolment Forms.

Available actions: archive, clone, copy URL, view and edit.

Enquiry form:

  • Minimum required fields: First Name and Primary Email.
  • Every submission creates a unique student record with status “Enquiry”.
  • Allows selection of Programme and/or Intake, however these fields are not mandatory.
  • Can be setup as a short “contact us” form to gather basic information from interested applicants, or handle long complex scenarios such as a complete expression of interest application.

Enrolment form:

  • Minimum required fields: First Name, Primary Email and Interested in Intake.
  • If validation criteria attached to a programme is met, every submission creates a unique student record validated with status “Enrolled”, plus an enrolment on the corresponding intake that the applicant selected on the form.
  • If validation criteria is not met, every submission creates a unique student record with status “Enquiry”, which needs to be manually validated and enrolled.
  • Option to include payment methods.

For further details on how to setup a form and view submissions, please refer to Forms & Enquiries.

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