How to create a Student Enquiry.

Student Enquries – Prospective students can be created in two main ways: the first is to link the application page on your school’s web site to your SchoolManager account. If you want to do this we will send you the code to embed on your application page. The second method is to create a card manually.

Here we will deal with creating a Student Enquiry card manually.

Go to Menu – Users – Student Enquiry – Add and the card will appear

Basic Information

This is fairly straight forward. The system asks you to select an agent to link the student to. If the student is not connected to an agent select Direct. Once a student has been connected to an agent it cannot be changed.

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Contact Information

Again this should be quite clear.

The Enquiry Source is to allow you to track where your prospective students are coming from. You can export these fields elsewhere in the system and analyse all prospective students together.

Clicking on the email and Skype icons allows you to contact the prospective student from here.

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Comments

The Follow Up on, if completed, will create an Alert on the dashboard in the Student Enquiries – Reminder section. It is useful if want to schedule follow up calls etc.,

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Visa Information

If a prospective student’s nationality requires a visa to enter your country according to the data in your school’s account the Visa Required section will automatically appear and need to be filled in. You may not have this information at this stage but you will need to put something there.

CAS is “Confirmation of Acceptance for Studies” and is used in the UK. You can ignore this or perhaps adapt it your own country if you have something similar.

You can also upload copies of passports, visas and CAS and access them directly from the Enquiry card.

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Custom Information

This is a space where you can add your own fields to hold extra data. For an explanation of how to create these click here.

2014-07-20_1431When you have finished inputting data click Save.

If everything is okay you will get a successful message at the top of the page. If not look over the fields on the card for a message explaining what is wrong.

After the successful message if you go to “Click Here to Edit” it will take you to the student enquiry’s card and the 2 additional tabs at the top of the card will be activated and change from grey to blue. Working with these tabs is explained in another article here.

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