Learn how to create your own Internal Staff form
Internal forms are used by school staff to collect and manage information that supports administrative processes, such as enrolment interviews. To create your own internal form, head over to the Forms tab at the top of the page, and then click + New form.
From here you’ll be prompted to complete a couple of steps for the Form details.
Form type: Select the Internal form from the options. These forms are Internal forms used by school staff to collect and manage information that supports administrative processes. These forms are not visible to parents or the public.
Form name: This is the form name that'll display on the registration form.
Pipeline stage: If you'd like leads who have completed a submission to move to a particular stage in your Funnel pipeline, you can toggle it and select the relevant stage from the dropdown. Finally, select a Funnel user who you want to be notified when a new registration comes through this form.
Who should receive internal notification emails? Select a Funnel user who you want to be notified when a new registration comes through this form.
Once you've configured the form details, you’ll be prompted to edit the confirmation email sent to parents upon submission of the form. We set up a default email for you, however, you can edit and change these settings yourself via the Edit email button.
Once you Continue, you’ll then need to review your form. We create a default for you, however, like all Funnel forms, you can edit the form fields to capture the information required. If you're unsure of the fields you'd like, check out the best practices for more information.
Finally, select Publish form — this will make your form live.
FAQs
Q: Can you make an existing Basic Form an Internal Form? A: Yes, you can make switch your existing Basic Form by navigating to the Form Editor > Form Settings and switching to Internal.
