Collect inquiries with an interest form
Available on Grow
Rolling out: if you don't see this yet, it isn't on for your school yet.
Build an inquiry form, publish it, and paste it into your own website so every response lands in your pipeline as a new family.
An interest form is a short form you paste into your own website. A family fills it out without an account, and their response becomes a new family in your pipeline.
This is for schools that already have a website elsewhere. If you built your site in Clear Day, inquiries from it arrive in your leads inbox with no form to set up.
Build the form
Open Enrollment, then Interest forms, and choose New form. You set:
- Form name: for your own reference, like "Toddler program interest".
- Program (optional) and Lead source label (optional): the source label is what you'll see later when you look at where families came from.
- Daily response cap: a limit that protects you from spam floods. Raise it if you're running an ad campaign.
- Your own questions. Each has a label, a type (Short answer, Paragraph, Email, Phone, Date, Dropdown or Checkbox) and a Required box.
Name, email and phone are always collected, so you don't add them yourself.
Publish it
A new form starts as a draft. Choose Publish on its row to make it live. Until you do, the embedded form shows a closed notice, or nothing at all.
Paste it into your site
Choose the code icon on the form's row to open Embed. Copy the snippet under Paste into your website, or use the Direct link to share the form on its own.
What happens when a family submits
A new family appears in your pipeline, tagged with the form's source label. The row in Interest forms shows how many responses each form has received.
Spam, rotating and taking a form down
If a form gets flooded, it can go On hold. Choose Clear hold once you've checked it's safe to reopen.
Rotate token, in the Embed window, invalidates every snippet you've already pasted. Use it if a link leaked or is being spammed, then paste the new snippet everywhere the old one was.
Archive closes a form: anyone who opens the old link sees a notice that it's closed. Delete removes it.
Related articles
- Work your enrollment pipeline
See every inquiry as a board, a list or a seat forecast, open a family to see where they stand, and close out the ones who don't enroll.
- Schedule tours and send follow-ups
Book a family's tour, write down what mattered, and send a warm follow-up a couple of days later.
- Your leads inbox
Where families who contact you through your website show up, how you're alerted, and what you can do with each inquiry on Free and Plus.
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