Josh
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Recent activity by Josh-
Introduction to Inquiries
Understanding Inquiry Forms for School Admissions For many schools, the inquiry form is the first opportunity for the admissions team to connect with prospective families. This form is essential fo...
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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...
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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 ...
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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...
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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. ...
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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...
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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 ...
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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 ...
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Scheduling & Event Management Overview
Overview To access calendars, click on Scheduling > Appointments. Along the left you can view all Calendar Names that have been created and the Schedule they’ve been assigned to. A schedule is like...
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Creating New Calendars
Overview Within Finalsite Enrollment, you can create different calendars for each event your school hosts, such as tours, open houses, parent/student interviews, welcome events, and more. Learn how...