The Student Information Form is the introductory form new Finalsite Explore users complete when creating an account; it collects basic student and family data that pre-populates applications and triggers inquiries to your school.
💡Quick Answers
- When do families complete the Student Information form? When creating a Finalsite Explore account for the first time, either before exploring schools (regular login link) or when they choose to apply after browsing without an account.
- How is the Student Information form data used? It pre-populates the student's application when they apply through Explore, and if you have a More Information hyperlink set on your Finalsite Explore Content page, clicking it triggers an inquiry to your school with all the form data.
- Can the Student Information form be edited by schools? No, the form content is managed by Finalsite; however, your group decides which gender and ethnicity options to include and whether to make those fields optional or required.
- Can families update their Student Information form after submitting it? Families can log back in to update their information at any time before or after applying.
In this Article
- Where do families encounter the Student Information form?
- How is the information used?
- What information is collected on the form?
- What happens after the form is submitted?
- What if a family needs to add to or edit the provided information?
Where do families encounter the Student Information form?
When a parent creates an account for the first time in Finalsite Explore, they will be brought to the Student Information form.Â
Note that we have two options for parents accessing Finalsite Explore:
- The regular login link invites families to start their journey by creating an account.
- With the regular login, the parent creates an account and is then brought to the Student Information form before they will explore schools.Â
- The browsing without an account option allows families to jump right in and start exploring options without an account.
- When using the browsing without an account option, parents can explore schools first. If they choose the Apply Now option, they will be directed to create an account. After creating the account, they will need to fill out the Student Information form before proceeding to complete the Application.
How is the information used?
The data collected in the Student Information form streamlines the experience for prospective families in two key ways:
- Simplified Applications: When a parent starts an application through Finalsite Explore, their form data automatically pre-populates. This saves them time and prevents redundant data entry.
- Optional Inquiry Integration: If you have hyperlinked the More Information button on your Finalsite Explore Content page, clicking it will trigger an Inquiry in your system. This Inquiry will include all details provided in the Student Information form, giving your team immediate context on the interested family.
What information is collected on the form?
The Student Information Form asks families for basic information about their student and family. Here's a breakdown of what's asked for on each page:
(The red asterisk denotes that the item is required.)
Page 1: Student Information
- *Full name: first, middle, last (middle name is optional)
- Preferred name
- Gender: When setting up your instance of Finalsite Explore, you'll determine which Gender options to include. You can also choose to either set this question as optional, required, or hide it from the form altogether. (Our team must set this up for you.)
- *Date of Birth
- *Current Grade
- *Interested in Grade
- *For the Fall of
- *Current SchoolÂ
- Race:Â Â When setting up your instance of Finalsite Explore, you'll determine which Ethnicity options to include. You can also choose to either set this question as optional, required, or hide it from the form altogether. (Our team must set this up for you.)
Page 2: Household and Parent Information
-
*Household
- *Address 1 (plus optional second line for the Address)
- *Country
- *City
- *State
- *Zip
- Parent
- Title
- *Full Name: first, middle, last (middle name is optional)
- Preferred Name
- *Primary phone number + Type
- Secondary Phone number + Type
- *Employer
- *Job Title
- *Relationship to Student
- Add another Parent in this household?: If you select Yes, another set of Parent information fields appears.Â
Page 3
- Add a secondary household?: If you select Yes, additional fields for adding a second household address and parent information will appear.Â
Note about customization
The Student Information form can not be customized. You do, however, have the following options:
- Gender: You can choose from the following gender options to include: Female, Male, Non-Binary, Self-Identify, Prefer Not To Answer. You can list all or part of these options in the Finalsite Explore Student Information form. This is an internal setting. Your group can request updates to the gender options on your Finalsite Explore Information form at any point by contacting support.
 - Ethnicity: You can list whatever options your group agrees on and our team will add them to your form. This is an internal setting. Your group can request updates to the ethnicity options on your Finalsite Explore Information form at any point by contacting support.
 - Excluding gender, ethnicity, and/or household: Gender, Ethnicity, and Household can be set as optional or excluded altogether from the Student Information form (the form parents complete when they first create an account in Finalsite Explore) and within the My Profile page (where parents can add/update info). This is an internal setting. Your group can request an update to this at any time by contacting support.
What happens after the form is submitted?
Once a parent submits the Student Information form, they see a Success modal with guidance on what to do next. From this modal, they can either:
- Go to their My Profile page to add another student, parent, or household.
- Continue to the Explore Schools page to begin exploring and applying to schools.
This is especially useful for families with multiple students. Parents can add additional students right after initial account creation without having to navigate to the profile page on their own.
What if a family needs to add to or edit the provided information?
If a family needs to add another student or edit any of the information provided in the Student Information form, they can visit the My Profile page in Explore, available by clicking the My Profile tab in the top navigation.
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