Your Inquiry Manager can easily add new and edit existing inquiry forms, and there are many options you can select for the form.

Note: You can not edit a Inquiry form once it is used. You would need to copy the form make the changes and inactivate the old one.

To create or edit an inquiry form:

  • From the persona menu, select Enrollment Management

  • Go to Admissions > Admissions Setup > Inquiry Forms

  • Click +Add Inquiry to create a new form, or Click Edit to Edit an existing Inquiry Form 

  • Use the following options to create or update the inquiry form

Here's a list of the form properties you'll see: 

  • Name: Enter the name of the inquiry form, i.e. Summer Inquiry.
  • Status: Active or Inactive
  • Publish Date Range: Enter in a Start or End date if you only want it showing when marked Active during this time frame
  • Confirmation Notification: (If active, this is what users will see once the Inquiry form is submitted). Notifications can be customized for the Body, Subject, Reply Email, and From Name.
  • Administration Notification: If Active, this will email users of the Admin Team (added in the Admin Notification) when an Inquiry Form is submitted. Notifications can be customized for the Body, Subject, Reply Email, and From Name.

Field Display Properties

You'll see several sections that each inquiry form can contain. Select the fields to include on the form by marking Show. To make a field required, mark Required.

You can rename the fields and section headers (for example, the Preferred Name field can be changed to Nickname). You can also rearrange fields by clicking and dragging in the preferred order within that Blocks Section.

  • Confirmation Text: This is the text that appears after a user submits the inquiry form.

  • Intro Text: This is the text that appears at the top of the inquiry form. Use this field to enter a welcome message or special instructions.

Additional Information

  • How Hear: This field will track how users heard about the school. This field will be a drop-down list that contains the predefined How Hear Types.

  • How Hear Text: This field will allow users to provide their own response about how they heard about the school.

  • Questions: This field will allow users enter comments or questions about the school. (this only displays in the Inquiry form and will not populate on the record)

  • Entering Grade: This field will allow users to select the grade that they are interested in. The list of available grades is managed by the Platform Manager in the School & Grade Levels task.

  • Entering Year: This field will allow users to select the year for which they will be applying. The available list of entering years is managed by Platform Manager in the School Years & Terms task.

  • Current Grade Text: This field will allow users to enter the prospective student's current grade.

  • Current Grade: This field will allow users to select the prospective student's current grade level. This field will be a drop-down list that contains the pre-defined grades managed by the Inquiry Manager.

  • Present School Text: This field will allow users to provide their own response about the prospective student's current school.

  • Present School: This field will allow users to select the prospective student's present school. The list of available schools is managed by the Platform Manager in the Transfer & Sending Schools task.

  • School City: This field will track the location of the prospective student's current school.

  • School Province/State/County: This field will track the location of the prospective student's current school.

  • School Country: This field will track the location of the prospective student's current school.

  • GPA: This field will track the grade point average of the prospective student.

  • Boarding or Day: This field will track if the prospective student will be a boarding or day student.

  • Program Inquiring: This field will track the programs for which the prospective student is inquiring.

  • Summer Preferred: This field will track if the prospective student is interested in the summer program.

  • Summer Entering: This field will track which summer year the prospective student is interested in attending.

  • User Defined Fields: This will create fields on the inquiry form for any additional information you need to collect.

  • Applying for Financial Aid: This field will track if the user is interested in financial aid.
     

Interests

Users can specify the programs/activities in which they are interested or for which they would like to receive more information. To use this option, the Inquiry Manager must first enter the interests (Soccer, Journalism, Painting, etc.). After the interests are created, the Inquiry Manager will need to add the interests that should appear on each form.