The 'Forms' link is located within the content menu.

The Form Builder allows you to construct the general form through which the majority of your incoming prospects will enter. In many cases, it will be the initial introduction to your school from a brand and messaging standpoint for students. The goal of the form is to strategically collect enough information to generate a complete viewbook in as few questions as possible. Research indicates highest conversion rates occur with forms containing 4-10 fields. Once required fields are completed and submitted, a PURL page will be instantly generated using the collected information. Please note that this is not the only opportunity to collect student data and populate student records more robustly, but rather the initial entry point where only information vital to the deployment of your marketing plan is collected.

The forms you create can also be subdivided into ‘sections’. By default, the Inquiry Form generates a Basic Information section—where a standard set of student identification details are collected—and an Interests section—where items like Major, Club, Activity and Sport are typically collected in the interest of generating the PURL page. Sections can be added and deleted.

After clicking 'Forms' you will be brought to a page that lists your current forms, their types. You can edit/rename/delete and create new forms here.

The inquiry form is not a requirement.

In the Form Settings section of the Form Builder, you can customize the text and design of your general inquiry form to suit your school’s personality and brand.

We will first show the fields for the Inquiry form.

This text will display in the Browser Tab area of the page, next to the Favicon. If left blank, the Page Title in the Browser Tab area will default to Inquiry Form : {{Your College Name}}.

This text will be rendered any time the form is loaded, but it will be invisible for users and is chiefly utilized for SEO (search engine optimization). Leave blank for default.

This text is the main headline text featured at the top of the Form. It should be short and encourage completion of the Form to explore your school further. If your Web Campaign settings have been set up, the color and size will automatically adopt the header <h1> style.

This text is displayed under the Header Text and is generally 2-3 sentences long, welcoming a student directly to the form and, more generally, their personalized enrollment environment. It is also a good chance to promote certain aspects of the Personal URL page they are in the process of generating, such as savable applications and visit modules.

As you can note from the graphic, the Inquiry form consists of the formfill area on the left side of the page and a branded graphic with copy on the right. The right half of the page is a single image file called the Right Side Banner.

The suggested dimension for this banner are 296px x 913px to accommodate the standard height of an inquiry form. Depending on the number of information fields you are collecting on the form, the banner may need to expand (see Right Side Banner Background). Initial designs should be made to the standard dimensions.

This banner should display your school logo along with imagery and brand coloring that accents the personality of your school. The text can be used to present additional school information, tag lines, or follow-up directives for the student as they pass through the Inquiry Form. Please note that for most students, they will only find themselves at this Inquiry Form once, going straight to their Personal URL thereafter.

Text on the Right Side Banner should be a component of the graphic that is being uploaded, and is not content managed in the EMP. Preferred file formats for this graphic are .jpg, .png and .gif.

To upload a Right Side Banner image, simply click “Choose File” and select the appropriate image in the upload dialog.

Depending on the number of questions asked on the Inquiry Form, the height of the form may vary. To account for this variance, you can upload a Right Side Banner Background to fill the white space. This is optional and is completely aesthetic. If the bottom area of your Right Side Banner image is already completely white, there is no need for this.

The recommended dimensions for this background image is 296px x 10px—the width of the Right Side Banner. The image will load seamlessly as many times as needed to account for the height differences dynamically, particularly in cases where Asset Type Dependencies alter the height of the Inquiry Form in real time.

This text is a text-only description of the message shown in the Right Side Banner image file. This is optional, but a helpful way to ensure that any important messaging embedded into graphic file of the banner is displayed in the event that the display environment fails to load the graphic correctly.

This numeric field dictates the number of points a student will receive for submitting the Inquiry Form for strategic tracking and grouping purposes. The default point value is 50 points, and can be adjusted to be higher or lower at your discretion. The act of ‘qualifying’ through an Inquiry Form is a strong indicator of student interest, and we recommend that you make the point value reasonably substantial in recognition of the act.

Basic Information is the main ‘section’ of the Inquiry Form and contains a standard set of fields relating to the basic contact information of any student record. We recommend collecting all of the information in this standard set as it will help identify and eliminate duplicate records. However, if you would like to add or remove information fields from this section, that can be easily done.

The four-way arrow Location Adjustment Cursor allows you to modify the order of Inquiry Form fields as they will appear to students. Fields can be moved within a section as well as to a separate section. We recommend placing Email at the top of the form.

The title of the field as it appears in the field manager. This is how the Inquiry Form field will read for students. If the Field Name is appended with a red asterisk, that indicates that the field is a Required field.

This is the area where a student will input their information. This can be a text entry area, a drop down menu, a radio button selection or a checkbox, depending on how the field was defined in the Field Manager.

Click on ‘Edit Help Text’ to open a dialog where you can insert additional instruction on how to appropriately complete a field. An example is built into the standard set in the Zip/Postal Code field—“We infer the state and country from the zip code”—and this type of information can be added or adjusted for any field that may require clarification.

Use this checkbox to toggle between requiring and not requiring a field on the Inquiry Form. If a field is required, a student will be unable to proceed beyond the Inquiry Form until that field is completed. If the checkbox is greyed out with a check already in it, that indicates a field required by the EMP to effectively sort records and cannot be toggled to be not required. Required fields will appear with a red asterisk appended as an additional visual indicator.

The Interests section is the other automatically generated section of the Inquiry Form. This section is intended to house the information you plan to collect related to your school programming, including Major, Sport, Activity, Campus and anything else you plan to utilize in a student record. Keep in mind that you should limit the number of fields as much as possible, asking for responses to only those fields you plan to actively use in your marketing plan.

While you can conceivably add all of your fields to a single section, you may elect to use Sections to subdivide and organize them.

Scroll to the top of the Inquiry Form Builder page in your browser. To the right of the Inquiry Form Builder header, you will find the “New Section” button next to the “Reorder Sections” Button. Click “New Section”. A dialog will open asking for a Section Title for the new section—this can be modified later. Once created, the new section will automatically be placed as the top section. You can reorder where this section should be placed using the “Reorder Sections” button and dragging the section to the appropriate location.

To remove a section, simply click the “Delete Section” button at the top of each section. You will be notified that deleting the section will also remove all of the fields associated with that section from the formfill.

Sections have Section Title and Section Detail fields, both of which appear on the Inquiry Form. To edit or add these details, click the pen icon to the right of the current Section Title and type in the new detail information.

To alter the information you collect from records on the Inquiry Form, you can add and remove fields, as well as create fields that are not currently in your field manager.

Locate the section to which you would like to add the field. At the top of the section, click the “Add Field” button. A menu will appear listing all fields currently in your Field Manager. Select the field you would like to add. This field will appear at the bottom of the section. To reorder the location of the field, simply drag the field by its four-directional arrow cursor to the appropriate location.

Locate the section to which you would like to add the new field. At the top of the section, click the “Add Field” button. In the menu that appears, note the small plus (+) sign button to at the top right. Click this button to open the Student Field creator dialog. Create the field by designating the name, type and any additional parameters. Once complete, the field will appear at the bottom of the section. To reorder the location of the field, simply drag the field by its four-directional arrow cursor to the appropriate location.

Locate the field that you would like to remove. Find the grey X (x) mark to the right of the “Required” checkbox. Click the grey (x) and you will remove the field. Note that if a field does not show this grey (x), EMP requires that it appear on the formfill (like Zip/Postal Code) for record deduplication and identification purposes.

The Application section of the Form builder controls the student application. From here it is possible to control what fields and sections appear in your application.

The form settings section of the Application builder contains four options

The student application is organized by sections. There can be any number of sections within an application. Each section contains any number of fields. Each section within the application has a quick access link to it on the student application page.

Any field available in the Field Manager can be added to sections.

Application Fee: List the dollar amount you want to be associated with this form.

PayPal Email: You will enter the recipient email paypal address of where the payments will be sent to here.

Pay Later: If you choose to not require immediate payment for your applicant, you can choose this option.

Promo Codes: You can add promotional codes to allow discounts or exemptions from the application fee here.