Discovery stage statuses

Updated: 8 months, 1 week ago

Enquiry - Register Interest

Your EnrolHQ comes with a "Register Your Interest form", specifically designed for School Expos. This is a simple one-page form where parents don't have to log in, they simply enter in their contact details and their children's details to put themselves into the school database.

The student profiles created like this end up in the Enquiry - Register Interest status. The Enquiry Parent and Staff Autoresponders are used on submission.

A live example is https://enquiry.tara.nsw.edu.au/register-your-interest/. If you are interested in using this form please contact us about getting it styled to suit your school's needs.

Once the details are captured you will be able to see these Student Profiles in Contacts > Register Interest.

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Enquiry - Online

These student profiles are created when the parents use the standard Enrolment Enquiry Form. It is also the default status when you use the 'Add New Contact' button inside your CRM to add a student manually by entering their name, DOB, year level of entry, calendar year of entry and parent's details.

If parents have submitted an enquiry through the form themselves, they will be listed on your dashboard as individual profiles to be responded to until you 'Mark them as responded' inside the Enquiry tab in each student profile.

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Enquiry - Event Booking

Student Profiles will automatically move to this status if parents book into a school event like a Tour or Open Day.

  • Staff Admin loads available Tours into the dashboard
  • Emails are sent to both Parents and Staff when parents submit an event booking
  • Staff send email reminders through the Dashboard 2 days prior to the event to remind parents to attend
  • A kiosk link is available for people to register attendance on the day
  • Staff email all those that attended with a thank you email through the Dashboard and invite them to the Application stage (if applicable)
  • Staff bulk email all Parents that did not attend an invitation to book into the next tour

Note that automatic status changes only happen 'moving forward', never going backwards. Therefore if someone has filled out an Application form and is in 'Enrolment status' but they book a tour, they will not automatically move back to 'Enquiry - Event Booking'

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