Forms are a powerful tool for collecting information from leads. You can share them on your website, social media, or other platforms to engage with potential leads and gather essential details. When a parent completes a form, they will be added to your CRM and you can start engaging with them!
When a guardian fills out a form, the information they provide is automatically saved to the lead's profile. If the lead progresses to CCMS, any data mapped to the system will seamlessly transfer. This streamlined process reduces the need for parents to re-enter information, saving time and effort while ensuring a smooth experience for managing student details.
Create a Form
From your CRM Dashboard, navigate to Forms on the left sidebar.
Click the blue New Form button.
Enter a name for your form.
Click the grey + Add Field button.
Select whether the field will be a student or guardian property.
Name the question and choose a CRM field to map it to. If you added custom properties, they will appear here.
Adjust the settings for your form and designate the default stage for new leads.
Click Save and Exit to save your form. Your form will now appear in the form list.
🚨 All forms must include student name, guardian name, guardian phone, and guardian email.
Share Your Form
Forms can be shared via link. This link can be placed on your website or shared on your social media. Forms can also be embedded on your website via embed code. To copy the link or the embed code, click the three dots next to the form and then click Copy Link or Copy Embed Code.