Josh

  • Total activity 640
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 333

Activity overview

Latest activity by Josh
  • Josh created an article,

    Introduction to Inquiries

    Overview What is an Inquiry? Historically, an Inquiry is an email or a phone call from a parent wanting to know more about your school. Today, it is often a simple online form for prospective fami...

  • Josh created an article,

    Application Form: Parent View

    Overview Parents may submit an inquiry before applying to your school, or they may jump straight to the application without ever inquiring first. In either case, the process for starting an applica...

  • Josh created an article,

    Advantages of the Finalsite Enrollment Inquiry

    Build great relationships through an Inquiry process that… Analyzes the profiles of your candidates Suggests appropriate individual follow-up Communicates highly targeted messages Having a ...

  • Josh created an article,

    Designing a Great Inquiry Form

    Overview An inquiry form should: Adapt to the needs of the parent Gather the appropriate information that you need to take action Be quick and easy to use Adaptive Forms We create one Inqui...

  • Josh created an article,

    Application Form: Admin Entered

    Overview Application Forms can be filled out for a family internally by an Admin, which is useful for two cases: If a parent is unable to submit an online application form, you can copy the infor...

  • Josh created an article,

    Inquiry Checklist

    Overview Your Inquiry Checklist within Finalsite Enrollment is defined as the outreach attempts you plan to do for each individual inquiry. It is an internal checklist for your internal team only. ...

  • Josh created an article,

    Inquiry Form: Admin Entered

    Overview Inquiry Forms can be filled out by members of your internal team in Finalsite Enrollment. This is particularly helpful if you receive a phone call from a parent or you meet a family in per...

  • Josh created an article,

    Prospect Management

    Overview Prospects are students or families that haven't expressed interest in your school yet but who are potential candidates for your funnel. They might be generated from sources such as feeder ...

  • Josh created an article,

    The Forms Inbox & How to Import Forms

    Overview  The Forms Inbox contains recently submitted forms that aren't yet imported into your site. Any form held in the inbox needs to be manually imported by you so that any potential duplicate ...

  • Josh created an article,

    Scheduling & Event Management Overview

    Overview To access calendars, click on Scheduling–Appointments (highlighted below). Along the left you can view all Calendar Names (1) that have been created and the Schedule (2) they’ve been assig...