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EnrolHQ Knowledgebase
Workflow
Workflow examples
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Changelog
Items Reviewed and Scheduled
Workflow
Student Profile
Parent Dashboard
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
NAB setup for Transact
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
Create Additional Offers - Change Names and update Email Template
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
How to mark an enquiry as Responded
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
Education Agents and Applications
Interviews
Interview overview step by step process
Interview Details Settings
Set Up Interviewers
Set Up Interview Locations
Interview Pooling
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
Reports
Transactions Report
Intelligence Report
Conversion Report
Student Status Conversion Report
Student Profile Conversion Report
Event Conversion Report
Student Geo Data Report
Top Schools Report
Predictor Report
Comments Report
Tasks Report
Register Interest Duplicates Report
Custom Form Submits Report
Email Tracking Report
Document Report
Settings
School Details
Form Fields
Payment Settings
How to use the Grade - Year Settings
Look & Feel
Enrolment Journey Stages
Custom Scripts
Customisation
Offers - Setup or Modify Terms and Conditions
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
EnrolHQ Session Timeout
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
Workflow examples
Updated: 8 months, 3 weeks ago
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The Enrolment process and Enrolment stages
