Admissions/Leads Webinar Session 2: Customizing the Inquiry Form & Module Configuration

Welcome to the second of four Admissions/Leads webinars. This webinar will be a detailed training on how to set up different components of your leads modules. This will include editing your lead enrollment configuration, editing your inquiry form, and setting up lead workflow tasks.

Click here for our extensive Admissions/Leads Help Center that will have all accompanying help articles.

PRO TIP! If you'd like to skip to where each topic is discussed in the recordings, skip to the following timestamps listed.

Session 1: Admission/Leads Overview

Session 3: Online Applications 

Session 4: Online Contracts 

Session 5: Tuition Management / QB Sync 

Click Here for Recordings: Part 1, Part 2

1. Academic Year Setup (Part 1, 4:45)
   • We will start our conversation with your academic year setup because, in order to set up your lead enrollment configuration, the nucleus of the admissions module, you will need to have academic years setup already.
   • Using the Deep Copy tool will help set up academic years for the future school years you want on your inquiry form and will get you perfectly set up to for the next step: Lead Enrollment Configuration setup.
   • Click here for more on How to Set Up Your Academic Year.
     
     
2. Lead Enrollment Configuration Setup (Part 1, 6:50)
   • The Lead Enrollment Configuration (L.E.C.) is the core setup component of the admissions/leads module. This includes what school years, programs, and custom fields appear on your inquiry form, what applications and contracts you are using for a given academic year, and more.
   • Click here for more on How to Set Up the Lead Enrollment Configuration.
   • Click here for more on How to Edit Your Inquiry Success Template (Thank you message).
   • Click here for more on Setting up a new Lead Enrollment Configuration Using a Copy.
     
     
3. Clients Settings (Part 1, 18:50)
   • There are a wide variety of client settings for your public inquiry form, admissions portal, and other nuts and bolts settings to be aware of. We will cover some of them today and return to the others in future webinars.
   • Misc. Lead and Signup Options will affect your leads table and how users are able to sign up.
   • Inquiry Form Options will help affect different aspects of your public inquiry form.
   • Admissions Portal Options will affect how someone can inquire in the portal.
   • Click here for more on Client Settings.
     
     
4. Inquiry Alert Notifications (Part 1, 24:00)
   • The Public Inquiry Submitted email alert is the primary email alert to notify you when an inquiry has been filled out.
   • Make sure this alert is set up before you start receiving inquiries and you can decide to who it is sent to.
   • Click here for more on Alert Notifications.
     
     
5. Setting up Your Public Inquiry Form (Part 1, 26:20)
   • Settings to start to familiarize ourselves with earlier in the L.E.C. and Client Settings. 
   • How you can customize your public inquiry form to add additional fields based on the information your school wants to gather but BigSIS doesn’t have built into the form. 
   • How to set up your Thank You Message (aka: Success Template) via your L.E.C.
   • The last portion of this section will cover how to use your inquiry form. Including the URL for your inquiry form, embedding it on your site, and how this affects Leads coming into your system.
   • Click here for more on How to Set Up Your Inquiry Form.
     
     
6. Workflow Tasks (Part 2, 24:35)
   • Workflow Task Template Worksheet: These are the set of tasks (actions) that your team completes throughout the leads/admissions process. Each school has a customized list of workflow tasks that they complete and the Workflow Task Template Worksheet will help us import these into your system if you haven’t yet.
     
   • Click here for more on Workflow Tasks.
     
     
7. Key Takeaways
   • How to engage with your Lead Enrollment Configuration and use Client Settings to set up your leads module and affect your Public Inquiry Form.
   • How to set up the Public Inquiry Submitted email alert.
   • How to set up your Public Inquiry Form including custom form fields and your Thank You Message.
   • The different options each school can use to allow parents to fill out inquiries or create accounts to fill out applications (this concept will be revisited in our next Applications webinar).
     
     Other Helpful Articles:
   • How to Edit Inquiry Thank You Messages
   • Additional Inquiry Form and Admissions/Leads Settings