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Workflow
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New to EnrolHQ Workflows
The Enrolment process and Enrolment stages
Workflow examples
Initial set up in EnrolHQ
Initial communication templates the school must provide
Set up Online Payments
Commonwealth Bank Payment Gateway setup BPoint
Westpac / St George Payway Setup
Stripe Payment Gateway setup
Create a Sub-Domain
Initial setup in Settings
How To: Integrate EnrolHQ with Azure Active Directory SSO
How-To: Integrate EnrolHQ with Studentnet Cloudwork to provide SSO
Add Google Tag Manager to EnrolHQ
How to add users in EnrolHQ
How To Set Up Dual Signature Workflows
Create Email Signatures
Set up Email Authentication
Set up the Enrolment Form
Set up EOI/Scholarship Form
Managing Contacts
Log in as parent
Adding a New Student Profile
Contacts menu
Filter contacts
Cohort Filter
Copy/Paste feature
All Prospective page - layout
Alternative Years of Entry
Bulk Actions
Exporting Records/CSV
Duplicate profiles
How to send SMS from EnrolHQ
Filter through Bookmarks
Roll Up and Roll Down students
Data Retention and EnrolHQ
Security White Paper
Emails
Commonly Used Tags
If Logic - Create customised emails
Create Automated Emails
Set up Automated Event Reminders
How to make changes to email templates
What is EnrolHQ's email system
Address Book
Send Bulk Emails
Manually change a persons email preferences
Original/Pre-written email templates
Create Custom Emails
Create Marketing Emails
How to send bulk marketing emails
Set up Automated Incomplete Application Notification To Staff
Set up Automated Enrolment Application Follow-Ups To Parents
Set up Automated Enrolment Offer Reminders
Set up Automated Interview Reminders
Custom Email Templates
Custom Email Signature
Enquiry and Event
Manually adding a new enquiry
Discovery stage statuses
Self-check-in to events using a QR code
Create an Event
Making multiple sessions for an event
Add custom questions to your online Event Booking form
Booking people into the Event in Bulk
Filtering for Families Booked into A Particular Event
Managing Attendees List
How to cancel an event
Printing Labels
Event URLs
Getting Ready for Open Day
Application & Review
Expression of interest, application, waitlist and not proceeding statuses
Application Tab
Staff Review
What to do after receiving new applications
Document Upload Tab
Lead Score
Agent Details
Interviews
Interview overview step by step process
Interview School Details Settings
Set Up Interview Locations
Set Up Interviewers
Set Up Availabilities for an Interviewer
Assign Student Profiles to an Interviewer
Invite Parents to Book
Creating Questions in the 'Interview PDF'
Post Interview
Interviews Inside Parent Dashboard
Deleting Interview Availabilities
Interviews FAQ's
Principal Review and Offer
Enrolment Offer Tab
Enrolment Offer and declined statuses
Principal’s Review
Re-open or Reset Application or Offer Forms
The parent's process of accepting an offer
Review - Filter for document uploads to be reviewed
Custom Forms
Creating custom forms
How to Enable and Use Custom Form Arbitrary Signing for Schools
Video: How to create a custom form
What are custom forms
Video: How to run a custom form report
Lead Forms
Custom Forms FAQ's
Exporting Custom Forms submissions
Reports
Student Profile Conversion
Student Status Conversion Report
Transactions report
Conversion Report
Intelligence report
Comments
Settings
School Details
Form Fields
Payment Settings
How to use the Grade - Year Settings
Look & Feel
Enrolment Journey Stages
Custom Scripts
Syncs
School Management System (SIS) Integration
EnrolHQ to Synergetic Integration
EnrolHQ to TASS Integration
EnrolHQ to Edumate Integration
EnrolHQ to Sentral Integration
EnrolHQ to Engage Integration
How to Record Conversions using GTM and Google Analytics
EnrolHQ to Zunia Integration
Troubleshooting
How to switch primary point of contact when Parent 2 has no email address inside the system
Issue verifying parents with international phone numbers
How to update the PDF Header for Enrolment and GPA forms
Parent 2 can't accept the offer letter
How to Request Parent/Carer 2 Signature
How to re-upload documents in Parent Dashboard
Parents having trouble logging in or set up an account for the first time
Parents don't receive password update email
Primary Point of Contact/User Parent vs Non-User Parent
Why hasn’t my reminder email been sent
Creating Duplicate Profiles for Second Parents in Cases of Court Orders with Non-Communicating Parents
How do I change the user parent/switch Parent 1 and Parent 2?
How to delete student profile categories
How do I rename "Kindergarten", "Pre-School", "3 Year Old Program" labels
Video: Using My Tasks
The acceptance process and security protocol
How Do I Update the Enrolment Application PDF?
How to add Pre-School/ELC Specific Questions
How to create a field for additional “Document Uploads”
How To Increase Your Acceptance of Enrolment Offers
Student Profile Conversion
Updated: 1 year, 6 months ago
A report that shows how students progress through the enrolment journey based on year level. Compare year to year or campus to campus.
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Student Status Conversion Report
Updated: 1 year, 6 months ago
Content The student status conversion report is an overview of the conversions that happen in EnrolHQ from the time a student profile is created all the way through the enrolment process. Registrars’ and school staff can use this report to understand how students move through their statuses, and also how many …
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Transactions report
Updated: 1 year, 6 months ago
Content Users with the role of finance, registrar or admin will have access to the Transactions screen when they log into EnrolHQ. To go to the transactions, click on Reports > Transactions. This will provide a table view of the most recent transactions that have been made in EnrolHQ.All payments are …
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Conversion Report
Updated: 1 year, 6 months ago
Content The conversion report helps schools to nudge people to the next train carriages along the Enrolment process. The current status box shows an overview of which status people are at. If you have some available spots and need to find more people this box can help you understand where to …
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Intelligence report
Updated: 1 year, 6 months ago
Content The intelligence report shows an easy graphical overview of enquiries, event bookings, applications and offers the school has had. It can be filtered and compared based on Calendar Year, Calendar Year of Entry and the type of report and makes it easy for schools to show the month to month …
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Comments
Updated: 1 year, 6 months ago
Content This is a view to see all the recent comments left against student profiles. When Admissions teams are using the CRM capabilities of EnrolHQ to its full potential and leaving notes against each profile then it becomes useful to see the recent comments left. This gives a shortcut to the …
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