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9. Form Manager

The Form Builder is an additional paid feature to your SELMA subscription plan.


Access the Form Manager

The Form Builder is an additional paid feature to your SELMA subscription plan.

Click the cog icon in the top navigation bar.

Screenshot: Figure 1. Navigation Bar
Figure 1. Navigation Bar

Click "Form Manager".

Screenshot: Figure 1ii. Settings Panel
Figure 1ii. Settings Panel

Form Manager Overview

The Form Manager allows you to create and store Enquiry and Enrolment Forms.

Manage your forms by using the Quick Actions buttons to archive, clone, copy URL, view and edit.

Screenshot: Figure 2. Form Manager Interface
Figure 2. Form Manager Interface

Enquiry Form

The Enquiry Form can be used to gather basic information from interested applicants, or complete expression of interest applications.

Enquiry Form Submissions from New Applicants

  • A unique Student record is created with the status "Enquiry".

Enquiry Form Submissions from Returning Students

  • The existing Student profile is updated.

Use "Form Fields" to drag and drop fields to the "Form Editor" (green), and use the Form Editor to edit field labels, add "help" messages, and add "Required" fields, as indicated by red asterisks. Set-up the "Form Configuration" on the right-hand panel.

Screenshot: Figure 3i. Set-Up the Enquiry Form
Figure 3i. Set-Up the Enquiry Form
View the Enquiry Form
View the Enquiry Form

Enrolment Form

The Enrolment Form is used to create an Enrolment record for a Student application.

You can opt to include a Payment integration on your Enrolment form, which is an additional paid feature to your Form Builder.

Enrolment Form Submissions from New Applicants

  • A unique Student profile is created with the status "Enrolled".
  • An Enrolment is created on the Intake selected by the Student.

Enrolment Form Submissions from Returning Students

  • The existing Student profile is updated.
  • An Enrolment is created on the Intake selected by the Student.

Minimum required fields are indicated by red asterisks, and include First Name, Primary Email and the Intake the Student is interested in.

Screenshot: Figure 4i. Set-Up the Enrolment Form
Figure 4i. Set-Up the Enrolment Form
View the Enrolment Form
View the Enrolment Form

For more information on setting-up forms and viewing submissions, please refer to the following articles:

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