Josh
- Total activity 640
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 333
Articles
Recent activity by Josh-
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...
-
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...
-
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 ...
-
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...
-
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. ...
-
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...
-
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 ...
-
The Forms Inbox & How to Import Forms
Overview and Duplicate Matching The Forms Inbox contains recently submitted forms that are pending an import into the system due to a potential duplicate match. You'll need to review and confirm o...
-
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...
-
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...