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.
Guardian Name, Guardian Email, Student Name and Student Birthday are required fields and are already included when creating a new form. These fields cannot be deleted.
Click Guardian(s) to edit or add additional guardian property fields. The Add Guardian Property drop down will list the remaining properties associated with guardians to choose from.
Select which property you want to add to the form.
The Label is the text that will appear on the form prompting entry for that property. (For example: if the Property is Source, the Label might be "How did you hear about us?").
Click Students(s) to edit or add additional student property fields to the form.
Click + Add Lead Property to add any lead property fields to the form.
Form properties and associations (guardian, student, lead) can be reordered by dragging and dropping them to a different place in the list.
If there is no "+ Add property" option for an association, it means no additional properties exist for that association.
Click the Settings tab at the top of the form builder. Adjust the settings for your form.
Designate the default stage for new leads.
Indicate the submission completion result (Submission Options). If you chose to show a success page, write a title and subtitle for the page. If you chose to redirect to URL, provide the URL they will be taken to.
Click the Preview tab at the top of the form builder to review your form. Leads will be able to add additional guardians or students when filling out the form.
When previewed and published, the form automatically gives the option to + Add another guardian and/or student. The same guardian/student associated properties that were asked for the first guardian/student will be asked again (and will be required or optional accordingly). There is no limit to how many additional guardians or students can be added.
Click Save and Exit to save your form. Your form will now appear in the form list.
💡 If you want to add a property to your form but do not see it as an option, it will first need to be created as a custom property in Settings.
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.