Digistorm

You can edit any guardian fields including setting the primary guardian.

Change existing guardian data

Learn how to add new guardians to already existing leads in Funnel.

Learn how to update the guardian email address and send a new request for signature

Managing siblings that have been incorrectly linked in Funnel.

When a guardian's details are entered, Funnel will check whether the guardian already exists. This is how it works.

Siblings may have been created as two different families, and need to be merged.

Manage your lead and families to ensure the guardians and siblings are accurate

Mark a guardian's details as do not contact

'Do not contact' can be flagged on form submissions and stored against leads in Funnel.

Family communication with multiple children

What to do, when the parent/guardian's don't have unique email addresses

Best practice guide, when a family is unable to complete the application form themselves

Log your information once but associate it to multiple family members at the same time.

Form users can access a form portal to view their previously submitted or in progress forms.

Adding a new lead to an existing family in Funnel

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you