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 onMessage, or, if onBoard is installed, select onBoard

  • Click Inquiry under Settings

  • Click Inquiry Forms or Admissions Inquiry Forms, if onBoard is installed

  • Click Add to create a new form, or select an inquiry from from the left drop down, then Edit to the right of an existing form properties

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

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

  • Description: Enter the name of the inquiry form, i.e. Summer Inquiry.

  • Form Used with Admissions: This box only appears for schools that have onBoard. Check the box to use the inquiry form with onBoard.

  • Preview URL: Enter the URL for the page on which the inquiry form appears. When the Preview URL field is populated, a preview link displays next to the inquiry form when editing it. The preview link will open the page on which the inquiry form appears.

  • 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.

Field Display Properties

You'll see several sections that each inquiry form can contain. Select the fields to include on the form by checking the first checkbox. To make a field required, also check the second checkbox.

You can rename the fields and section headers (for example, the Preferred Name field can be changed to Nickname). You can also rearrange fields using the sort orders.

To allow expandable or collapsible regions, check the allow collapsible/expandable checkbox. If the section should be collapsed by default, so that users must expand it to view the fields, check Collapse Default On.

The inquiry form can be made into a two-column form by checking the Column Break checkbox for either the section (if the break should occur before the entire section) or for a field within the section (if the break should occur after a particular field).

 

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.

  • 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.

  • Entering As: This field will allow users to enter the grade that they are interested in.

  • Enter Season

  • 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.

  • Send Financial Aid Information: 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.