Create AdmissionsPlus Online Forms

Modified on: Wed, Jan 31, 2024 at 11:59 AM

TABLE OF CONTENTS

Add New Form Settings for AdmissionsPlus Online Forms
Generic Form Settings
Inquiry Form Settings
Visitation Form Specification and Settings
Recommendation, Recommendation(School) and Attachment Form Settings
Enrollment Form Settings

Add New Form Settings for AdmissionsPlus Online Forms

When creating an AdmissionsPlus Online Form, you control when it is available online and who can see it. For most forms, you can select an email to send when the form is submitted. On some forms, you can enable online payments and/or select a requirement that is met when the form is submitted.

When submitted, all AdmissionsPlus Online Forms create a new prospect if a prospect doesn't already exist.

When creating a form, you start by selecting the form type, naming the form, and defining the form settings. After you define the form settings, you can create the form layout (Pages, Section, Questions).

Define Form Settings

Follow these steps to define settings for the form you're creating:

On the left navigation menu, click Forms Management.
Click +Add New Form.
In the Form Creation Method dialog box, click New Form.
Click Next.
See the diagrams and tables below for details on the upper section of Form Settings common to all Form Types.
Settings with an asterisk (*) are required.

Form Settings, Upper Section
A	Type a name for the form.
B	Select the Form Type (see AdmissionsPlus Online Form Types below for a description of each form type)
C	Click one of the following options to define the form's availability online: The option you select appears in the Available Online column on the Forms Management page. Available: Click this option when you want the form to be available online. Yes appears in the Available Online column. Not Available: Click this option to make the form unavailable online. No appears in the Available Online column. No - Incomplete indicates a page is missing a section, a section is missing a question, and/or the form isn't linked to a school, program, or grade level. From: Click this option to make the form available online for a specific range of dates and a specific time When Requirement is Completed: Click this option to make the form available to users when they complete the requirement you select from the drop-down list. Requirements come from the List of Requirements in AdmissionsPlus.
D	Select the automatic email response sent to the parent and/or the school when the form is submitted.
E	Select the check boxes for the schools, programs, and grade levels you want the form visible for.

The table below describes each Admissions Online Form type and provides links to articles that explain the settings for that form type.

Admissions Online Forms Types
Form Type	Description	Settings
Generic	Use Generic forms to Create application forms.	Generic Form Settings
Inquiry	Create an inquiry form that visitors can access on your website. Prospects use the inquiry form to provide contact information without creating an account. When submitted, the form is sent to the Inquiry Forms holding bin in AdmissionsPlus.	Inquiry Form Settings
Visitation	Create forms that prospects use to register for scheduled events, such as open houses, shadowing days, and campus tours.	Visitation Form Specification and Settings
Recommendation	Create a recommendation form parents complete. You determine if the parent or school sends the form. Note: Recommendation forms require that at least one record exists for the prospect in AdmissionsPlus.	Recommendation, Recommendation(School) and Attachment Form Settings
Enrollment	Create an enrollment form that auto-populates with student/parent information from the AdmissionsPlus database. Note: Enrollment forms require that at least one record exists for the prospect in AdmissionsPlus.	Enrollment Form Settings
Attacthment	Create a form that accepts attachments.	Recommendation, Recommendation(School) and Attachment Form Settings
Recommendation (School)	Create a recommendation form the school completes and sends. Note: Recommendation forms require that at least one record exists for the prospect in AdmissionsPlus.	Recommendation, Recommendation(School) and Attachment Form Settings

Generic Form Settings

Use the Generic form type to create an application form.

When creating a form, you start by naming the form, selecting the form type, form availability and email templates, see Add New Form Settings for diagram and details on the upper section of Form Settings.

See the diagram and instructions for the lower section of Generic Form Settings

Generic Form Settings
F	Select the requirement that the form completes when it's submitted. Note: Requirements come from the List of Requirements in AdmissionsPlus.
G	Allow users to make online payments by selecting the Enable Online Fee Payment for this form check box.
H	Select the discount codes users can apply when making a payment. In the Discount Codes dialog box, select the check boxes for the discount codes you want to make available.
I	Type the amount of payment required.
J	Apply convenience fees to payments using Credit Card and/or or ACH. Note: By default, this option is set to None for both payment types. When applying fees, you specify if they are a Percentage of the payment or a Fixed amount, and how much the percentage or fixed amount is. For ACH transactions, you also set a maximum fee amount.
K	Select the requirement that is completed when a payment is submitted. Note: Requirements come from the List of Requirements in AdmissionsPlus.
L	Select which AdmissionsPlus database fields will receive the following transaction information: Date the payment was made Transaction ID assigned to the payment Amount paid. Note: You can view transaction information in the Payment Transaction Log.

In the lower-right corner of the page, click Save, and then click OK.

Inquiry Form Settings

You can create an inquiry form and, on your website, provide a link to it.

Header
M	Type a message prospects see when they submit the form.
N	To automatically receive prospects from the form into AdmissionsPlus, select the Do you want to receive Prospects from Inquiry Formscheck box. When you select the check box, you're prompted to choose which fields in AdmissionsPlus you want the parent information fields mapped to. Click Done, and then click Demographics Fields or Contacts.
O	Use the drop-down lists below Demographics Fields to map the parent information from the inquiry form to the appropriate AdmissionsPlus demographics fields.

In the lower-right corner of the page, click Save, and then click OK.

Visitation Form Specification and Settings

You can create forms that visitors use to register for events at your school, such as open houses and campus tours.

When creating a form, you start by naming the form, selecting the form type, form availability and email templates.

When the Form Type “Visitation” is selected the Visitation Day Specification dialog box opens.

You can also open this dialog box by clicking Visitation Day Specification on the Form Settings Page

When creating a visitation form, you start by selecting available dates and times for the event as well as the maximum number of visitors. You can also define rules for requesting, cancelling, and rescheduling events

See the diagram and instructions below to set the Visitation Days Specification.

Settings with an asterisk (*) are required.

Visitation Day Specifications
P	Click to set the Start and End dates for the range of days you want to make available for visits.
Q	Click the arrows to move backward or forward through the months. By default, Saturdays and Sundays are grayed-out, which means they are not available for visits; however you can change the visitation status for any date by clicking it.
R	Choose the time format you want to use when creating visitation sessions.
S	Create visitation sessions by following one of these steps: To copy an existing session, click +Add Existing, select the check box for the session you want to copy, and then click Import Venues. To create a new session, click +Add. Type a name for the Venue/Session, click to choose a Start Time and End Time, type the maximum number of Visitors, and then click . If you select the Allow Multiple Visitors check box under Select Other Details , the prospect is prompted to enter the number of visitors in their party. That number is subtracted from the number you enter for Visitors . If you leave the Allow Multiple Visitors check box empty, Online Forms counts the number of visitors in the prospect's party as 1 and subtracts 1 from the number you enter for Visitors. When the maximum number of visitors is reached for all sessions in a day, the day shows as unavailable in the calendar. To delete a session, click its corresponding .
T	Click Header or Footer and type the text you want to appear in the header and footer of the form. Use the text editor to format the text and insert hyperlinks.
U	Select which AdmissionsPlus database fields will receive the following visitation information: Date of visitation Time of visitation Session. You can view upcoming visits in AdmissionsPlus by clicking Appointments.
V	Set the following specifications .You may need to scroll down to see all the specifications: Visitation Request cannot be within [x] days of application date: Select how soon after submitting the visitation form prospects can request a visit. Selecting 1 prohibits prospects from scheduling a visit within 24 hours of submitting the visitation form. Selecting 0 allows prospects to schedule a visit the same day. Cancellation of Visitation cannot be within [x] days of visitation date: Select how much notice prospects must give when canceling a visitation online. Selecting 1 allows prospects to cancel up to 24 hours before the visit. Selecting 0 allows prospects to cancel the day of the visit. Send Reminder Email before [x] days of a visitation date: Select when the automatic visitation reminder email is sent. Notes: If you select the Allow Multiple Visitors check box, the prospect is prompted to enter the number of visitors in their party. That number is subtracted from the number you enter for Visitors. If you leave the Allow Multiple Visitors check box empty, Online Forms counts the number of visitors in the prospect's party as 1 and substracts 1 from the number you enter for Visitors. When the maximum number of visitors is reached for all sessions in a day, the day shows as unavailable in the calendar. Select the Allow Multiple Users check box when you want to limit the number of people per session. Leave the check box empty to limit the number of families per session. Rescheduling of Visitation cannot be within [x] days: Select how soon prospects can reschedule a visit online. Selecting 1 allows prospects to reschedule the visit within 24 hours of the cancellation. Selecting 0 allows prospects to reschedule the same day.

The Form Settings page opens.

See the diagrams and tables below for details for the lower section of the Visitation Form Settings.

Visitation Form Settings, Lower Section
1.	Select the automatic visitation day email reminder sent to prospects. By default, the reminder is sent the day before a visit, but you can change this setting by clicking Visitation Day Specifications. (See 2 in the table above.) Select the automatic email response sent to the prospect and/or the school when a prospect cancels a visit online.
2.	Allow prospects to make online payments from the form by selecting the Enable Online Fee Payment for this form check box.
3.	Select the discount codes prospects can apply when making a payment. In the Discount Codes dialog box, select the check boxes for the discount codes you want to make available.
4.	Type the amount of payment required.
5.	Apply convenience fees to payments using Credit Card and/or ACH. By default, this option is set to None for both payment types. When applying fees, you specify if they are a Percentage of the payment or a Fixed amount, and how much the percentage or fixed amount is. For ACH transactions, you also set a maximum fee amount.
6.	Select the requirement that is completed when a payment is submitted. Requirements come from the List of Requirements in AdmissionsPlus.
7.	Select which AdmissionsPlus database fields will receive the following transaction information: Date the payment was made Transaction ID assigned to the payment Amount paid. You can view transaction information in the Online Forms Payment Log and the AdmissionsPlus Payment Transaction Log.

In the lower-right corner of the page, click Save, and then click OK.

Recommendation, Recommendation(School) and Attachment Form Settings

You can create a recommendation form that allows parents to fill in the recommender information. You determine if parents can send the form to recommenders or if the school sends the form.

You can create a recommendation form that your school completes and sends to recommenders.

Using the Attachment form type, you can create forms that accept attachments.

When creating a form, you start by naming the form, selecting the form type, form availability and email templates.

Select the requirement that the form completes when it's submitted. Requirements come from the List of Requirements in AdmissionsPlus.

Enrollment Form Settings

You can create a form used to enroll students in your school. When creating a form, you start by selecting the form type, naming the form, and defining the form settings.

The settings for the Enrollment Froms are the same as the Generic Form Settings. See Generic Form Settings for the lower section of Enrollment Form Settings.

Settings with an asterisk (*) are required.