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Creating Inquiry/Enquiry Forms (Lead Capture Forms)

Written by Shivee
Updated today

Inquiry/Enquiry forms allow parents to submit their details online. Every time a parent fills and submits the form, a new enquiry (lead) is automatically created in Illumine. This helps you collect admissions enquiries without manually entering information.

πŸ“ Where to Access

Go to: Inquiries/Enquiries β†’ Inquiry/Enquiry Forms β†’ Create Form

πŸ› οΈ Step 1: Choose Form Type

  • Select Inquiry/Enquiry as the form type

  • Choose Create from scratch

  • Click Create

πŸ“ Step 2: Set Up the Form

  • Enter a form name at the top

  • You will see the form builder interface

πŸ”Ή Step 3: Add Fields to Your Form

a) System Fields

These are pre-existing fields from the student profile, such as:

  • Name

  • Gender

  • Date of Birth

How to add:

  • Drag and drop fields into the form

  • Or double-click to add them

b) New Fields (Custom Fields)

You can create new fields to collect additional information.

Example:

  • Add a field like How did you hear about us?

  • Choose a field type (e.g., single select)

  • Add options like Facebook, Instagram, etc.

c) Parent Details

  • Add Mother and Father details by selecting the respective fields

d) Customize Fields

  • Rename fields as needed

  • View how fields are mapped

πŸ‘€ Step 4: Preview the Form

  • Use the Preview option to see how the form will appear to parents

🎨 Step 5: Customize Design

  • Choose a background or template

  • Align the form with your school branding

βš™οΈ Step 6: Configure Form Settings

Display Name

  • Set the name that parents will see

Notifications

  • Select which staff members should receive notifications

  • Choose notification type:

    • In-app only

    • Email + In-app

Multi-Center Support

  • Copy the form across multiple centers if needed

Redirect URL

  • Add a URL to redirect parents after form submission

  • Example:

    • Website

    • Pricing page

    • Program page

Default Enquiry Status

  • Set the default status for new enquiries created through the form

βœ… Step 7: Publish the Form

  • Click Publish / OK

  • Your enquiry form is now ready to be shared with parents

Important Configure Form Settings

Before saving the form, set up the form preferences:

  • Form Name: The title parents will see when they open the form

  • Default Status: Choose which status the enquiry should be assigned when the form is submitted (e.g., New or Interested)

  • Notify Staff: Select staff members who should receive a notification when a new enquiry is submitted

  • Email Confirmation: Enable if you want parents to receive an email after submitting the form

  • Redirect Page: Choose where parents should be redirected after submission (for example, a thank-you page)

  • Form Status: Set the form to Live so parents can start submitting responses

Once everything is configured, click Save. Your enquiry form is now ready to use.

For more detailed overview please refer to this video:

How to Share an Inquiry/Enquiry Form

After creating the form, you can share it with parents in multiple ways depending on how you collect enquiries.

Option 1: Share via Link

  1. Go to Inquiry/Enquiry Forms

  2. Click the three dots next to the form

  3. Click Copy Link

  4. Share the link via WhatsApp, email, or SMS

When parents click the link, they can fill in the form and submit their details. A new lead will automatically appear in Illumine.

Option 2: Share via QR Code

  1. Click the three dots next to the form

  2. Select View QR Code

  3. Download and print the QR code

  4. Place it at the reception, entrance, or notice board

Parents can scan the QR code using their phone and submit the form instantly.

Option 3: Embed on Your Website

You can also embed the enquiry form on your school’s website.

  1. Click the three dots next to the form

  2. Copy the iframe code

  3. Share it with your website developer

  4. The developer can embed the form on your website

Parents visiting your website can fill out the form directly, and all submissions will automatically create new enquiries in Illumine.

πŸ“Œ Summary

  • Create enquiry/inquiry forms from the Enquiries/Inquiries section

  • Add system and custom fields

  • Customize layout and design

  • Configure notifications and settings

  • Publish and share with parents

πŸ’‘ Best Practices

  • Use system fields for standard information

  • Use custom fields for additional data

  • Preview the form before publishing

  • Set up notifications to avoid missing enquiries

Using enquiry/inquiry forms helps streamline your admissions process by capturing leads in real time and ensuring no enquiry is missed.

For more detailed overview please refer to this video:

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