Setting the form options for Signup Forms

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What is covered in this article? 

• What can be accessed under the setup?
• Accessing the setup screen
• Editing Form Options
• Setting the Student Status
• Set the Lead Source
• Default Settings

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What can be accessed under the setup?

School Admins can access the setup screen for any form to set the following options:

1. Set the value of Student Status and lead source for each form
2. Update records option which will edit existing values or add a new record

Accessing the setup screen

Follow the steps below to edit or access the options above.

1. Go to Admin> Signup Forms
2. Locate the specific form you wish to edit
3. Click the gear icon to access the setup screen

Editing Form Options

The Forms option are used to set the value of fields including the Student Status and lead source for each form

The fields below can be set when a form is submitted.

Setting the Student Status

You can decide the Student Status to be set as soon as the form is submitted.

• Set Student Status field. Choose from the available list of options from the Student Status drop down to set when a family start the form for a specific student

Tip: Recommend selecting Preserve existing Student Status if it is further along than the specified value since this will maintain the integrity of your funnel and not revert a student to an earlier status

Note: If the value for Student Status does not exist, please create a ticket to have your item added.

Set the Lead Source

The lead source field will only be set once on record creation. The values available in this list can be defined by your School Admin under:

• Admin> School Lists
• Select Lead Source from the drop down
• Enter in any new values you wish to appear in the drop down list

Default Settings

Both the Student Status and Lead source fields have default setting for all schools, but can be changed at any time. These are as follows:

Form	Student Status	Lead Source
Event Registration Form	Inquiry	Website - Event Registration
Prospectus request Form	Inquiry	Website - Prospectus Request
General Inquiry Form	Inquiry	Website - Contact Us