Admissions Onboarding

Overview

As an Admissions professional, there are several features in Finalsite Enrollment that will be useful to you as you build and manage your relationships with prospective students and their families. Some of these include:

• Inquiry Management - Dynamic inquiry forms that get you the data you care about, and you can even embed event sign-ups into the form! Plus, the smart inquiry checklist is a great way to manage the follow-up actions your team needs to take to engage families.

• Applicant Management - Customizable application forms and checklists, easily trackable online teacher recommendations and document request forms, and the online review will make your admissions process a breeze for your team and applying families.

• Communication Options - Create personalized automated communication plans, emails, text messages, letters, and labels to communicate efficiently with your prospective families.

Read on for more! We look forward to working with you.

--

Article Links

Please note: This list is somewhat condensed as each article includes links to additional related content.

Dashboard & Name Menu

• Dashboard: Reminders - Learn how to view and manage your existing reminders on the Finalsite Enrollment Dashboard. You can edit reminder content or due dates, as well as mark complete, reassign, or delete reminders from the dashboard page. You can also go to the contact record of the associated student with just a single click!

• The Forms Inbox & How to Import Forms - Learn how to view and manage inquiry or application forms that have been submitted (both pending import and recently imported), as well as any draft applications started by parents or admins.

• User Notifications - Learn how to configure your user notifications so that you can receive emails about the student actions that matter most to you.

• Quick Action Menu - Learn how to use the quick action menu to easily add new contacts in Finalsite Enrollment. You can add Prospects, Consultants, and even fill out an Inquiry or Application Form on behalf of an interested family.

View or Update Information

• Contact Record Overview - Learn how to navigate the contact record to see detailed information about each contact in the system. If you need to update contact information for a student or their family, you can do this from the contact record.

• Contact Layout - Learn how to update the contact layout settings to set the fields you want to display within contact records.

• Admin File Upload on Form Checklist Items - Learn how to upload any forms that you received as a paper copy into a student's checklist.

Managing Inquiries

• Introduction to Inquiries - Learn how to engage your potential candidates and manage the Inquiry Process for a stronger yield.

• Advantages of the Finalsite Enrollment Inquiry - Learn about the advantages of the Finalsite Enrollment process and the statistics we’ve gathered from schools using our system.

• Designing a Great Inquiry Form - Learn some best practices about what elements make up a great inquiry form to increase your conversion rate.

• Inquiry Checklist - Learn how to design a dynamic inquiry checklist using best practices. The inquiry checklist is internal-only, so you can use it to really focus in on the actions you want your team to take to engage potential candidates.

Managing Applicants

• Admissions Checklist - Learn about the parent and admin views of the admissions checklist, accessible after a submitted student application is imported.

• Admissions List Page Overview - Learn about how to use Admissions List Pages to not only view the contacts in your admissions workflow, but also perform your day-to-day tasks more efficiently.

• The Admissions Report - Learn more about the Admissions Report, which provides a comparison of your admissions data across the last five years, including conversion, selectivity, and yield values.

Checklist Management

• Checklist Overview - Learn about the core concepts of checklists in Finalsite Enrollment.

Communication Tools

• Automated Communication Plan Setup - Learn how to set up automated emails and reminders to create a mission-focused communication plan.

Learn how to create and use:

• Emails

• Letters

• Labels

• Text Messages

Search & Reports

• Search Overview - Learn how to use the powerful, flexible search builder to find contacts based on user-definable criteria

• Read the rest of our Search & Reports content here.

Online Reviews

• Online Review Overview - Learn about the Online Review module, how it works, and the customization options available to you.

• Read the rest of our Online Reading & Review content here.

Accounts & Permissions

• Admin Portal Accounts: Setup & Roles - Learn about setting up Admin Portal Accounts for your internal team, and what each role type provides access to in the Finalsite Enrollment system.

• Admin Portal Accounts: Permission & Access Controls - Learn about the different permissions and access controls you can set for Admin Portal Accounts.

We hope this information gives you a good place to get started with using Finalsite Enrollment. If you need extra help, click here to learn how to contact our best-in-class Support Team!