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Introduction to Inquiries

Josh
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Overview

When students begin their admissions journey, you might initially meet them at an event or through a form they fill out to learn more about your school. Finalsite Enrollment offers tools and options to help make this inquiry process easy and support them on their path to enrollment. In this article, you'll discover ways to nurture those connections and how to manage the process using Finalsite Enrollment.

In this article

First connection

Using Finalsite Enrollment, families can connect with your school to request more info or express interest through a variety of channels. When they do, their information is stored in the system, allowing you to communicate with them and track their progress.

Some of the ways interested families can initially be added to Finalsite Enrollment include completing an Inquiry form, signing up for an event hosted by your school, and calling in to ask questions*.

*If a family calls in, you can gather basic, introductory information while you have them on the phone and use that info to create records for them in Finalsite Enrollment.

Example of an Inquiry Form

Example of an Inquiry from

 

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Inquiry Students in Finalsite Enrollment

When a family connects with your school, records are created for them in Finalsite Enrollment, and students are given the status of Inquiry to signify their place in the journey.

Inquiry students are connected with their parents, who also have records created for them in the system. 

Example student inquiry record showing just the top of the record so that you can see their intro information including the status of Inquiry which has an arrow pointing to it.

Resource

Read more about the Finalsite Enrollment Inquiry statuses here: Roles & Statuses Explained.

Communication with Inquiring Families

Finalsite Enrollment has built-in thank you pages and emails that are sent to families who inquire by submitting an inquiry form or signing up for an event. Branding and customizing the landing page and emails is important so that you give families a warm welcome to your community. 

Ways to stay connected with families

  • Use the built-in list pages to view all your inquiring students and send bulk emails directly from that page.
  • Schools with PRO accounts can access extra tools to create customized automated communications for families.

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Tracking the progress of an Inquiry

Families at this stage do not log into the parent portal or see a checklist on their end. You, however, have access to an internal inquiry checklist (which the families do not see.) 

This internal-only checklist is a way for you to track the student's progress in the journey toward enrollment and can be a helpful tool in communicating with your team about the progress.

 

Example inquiry student record with a box around their inquiry checklist

Bulk Tracking

You can utilize the Inquiry list page (Admissions > Students in Admissions > Inquiry Tab) to see all of your Inquiries listed in one place. From this page, you can:

  • See their checklist progress at a glance.
  • Filter the page to show students based on criteria.
  • Utilize bulk actions in the dropdown menus like downloading forms or sending emails (after selecting one or more students).

GIF of options on the Inquiry LIst page

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Beyond the Inquiry Stage

After the student submits an application to your school, their status automatically gets updated by the system to Applicant. As an applicant, the parent will have access to a parent-facing admissions checklist in the parent portal where they can complete the required next steps to becoming enrolled in your school.

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