How to customize your tuition request form and email

This is the mechanism that we use for parents who want the tuition information emailed directly to them. Below is what it looks like on the site but it is built in the CRM.

1. Click on sites on the left-hand side

2. Looking at the top navigation menu go to forms then builder from the drop-down menu

3. Click on tuition request

4. The fields that we have are first name, last name, email, and program of interest. You can mark these as required or not by selecting the field and checking or unchecking the box that is next to required.

5. Adding additional fields can be done by selecting the plus sign in the top left-hand corner. You can select what fields you want and drag them into the form. It is okay if this form is a bit more robust than other lead magnets because these are prospective parents who are in the decision-making process of the buying cycle.

6. Adding custom fields is also possible. Click on custom fields at the top of that section and click add. From there you can define how you want your field. There are also already preloaded child info custom fields if you would like to use any of those.

7. Once you have customized the form please click on the right-hand side on the icon to customize the message once they have completed the form.

8. Add "(COMPLETE)" to the form name to let our team know that you have reviewed this and it is ready to be integrated into the site

9. Be sure to click the save button!
   

10. Now we are going to customize the email that prospective parents receive when they fill out that form. Select the back button in the top left-hand corner.

11. On the left-hand side click on automation

12. Scroll down and find the workflow titled tuition request and click on it

13. Click on the workflow that has email in parentheses

14. Click on the step that says email 1 and edit the subject line how you would like. We recommend adding your school name in the subject line.

15. Please customize the email with your voice. We recommend encouraging the prospective parent to come and tour the school as they are in the buying stage. You can link to your tuition file or attach it as a document.

16. Feel free to send yourself a test email once you have customized the email

17. Be sure to save the action once you are done

18. Once you are done customizing this workflow please add "(COMPLETE)" to the top name and save that action. This tells our team that you have reviewed this and are ready for it to be published.