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What should I create a form for?
What should I create a form for?

How to capture and engage efficiently with leads, applicants and students

ClΓ‘udia Duarte avatar
Written by ClΓ‘udia Duarte
Updated over a week ago

You already know the basic function of forms: requesting data in a structured and systematic manner – but have you ever caught yourself marvelling at what an astoundingly versatile tool this is? πŸ¦„ If you haven't, you're likely underutilising it, because the Forms module is one of the most understated but resourceful tools in all of FULL FABRIC. In fact, it's phe-no-me-nal.

Wanna be phenomenal together? 😁

Forms can take up lead and candidate qualifications, contact requests, run surveys and even do polling! Read on to learn more.

In this article

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How can I process the data that I collected through a form?

In Full Fabric, forms are no static beasts! 🐲 Instead, this is a dynamic and powerful module that interacts with the whole portal to get your data where it needs to go and make things happen, which is why this is such a good tool to capture information and leads! ⚑️

For one, you can map form fields to profile fields to auto-fill the form with existing data from the profile, and likewise use new data inputted into the form to update profile info. For instance, supposing you were to run a form to solicit emergency contact details, mapping would ensure that people's answers instantly went on to populate their respective profiles. πŸ“‡

In addition, you can also create automations to do tasks on your behalf, like qualifying a prospect.πŸŽ–A good example is when a prospect submits a form to request a brochure, this could trigger a bunch of automated workflows to bring the request to fruition and get ahead with work: so, not only mail the brochure, but also add the prospects to the corresponding class and assign them a relevant state (e.g., prospect::engaged). Three birds with one stone! πŸ¦…

Another thing you can do is build segments targeting users who submitted or did not submit a form of your choice, particularly useful to build campaign audiences. Taking the same example as before, you could send a campaign to users who requested a brochure but didn't start an application to follow up on their initial interest.

These are just some ideas to get your creative juices flowing, because, with Forms, the sky is the limit! ✈️ 

Next, find a slew of use cases to better illustrate the value and sheer range of Forms. Most importantly, BE INSPIRED! ✨ After all, this could be you!

Use case scenarios ❣️

πŸ‘¨πŸ»β€πŸ’ΌπŸ’­: Wow, I just got word of an amazing job opening that everybody should know about! πŸ’₯

Why hello, thoughtful staff member! Emailing is a great way to spread knowledge, but how about you go one step ahead and link a form to collect job applications? 😲

πŸ‘¨πŸ»β€πŸ’ΌπŸ’­: With uni application numbers at an all-time high, many candidates don't meet the minimum entry requirements and separating the wheat from the chaff is grunt work (not to mention expensive!)

Buddy, work smarter, not harder! Forms lets you automate the qualification process from beginning to end! Β πŸŽ‰ Translate your school's basic conditions for admission into closed-ended questions to standardise the answers, and then set up workflows whereby the values that fulfil the criteria result in applicants being automatically added to the class with a pertinent class state such as Prospect::Qualified, whilst non-compliant answers are demoted to Prospect::Engaged or something to that effect. This way, you can easily tell which are which and happily proceed from there. πŸ„β€β™€οΈ

πŸ‘¨πŸ»β€πŸ’ΌπŸ’­: We get so many brochure requests! Sending them manually is time-consuming! 😩

Stress no further, pal! βœ‹ Using Forms to handle brochure requests does the sending on your behalf and automatically adds profiles to Full Fabric!

πŸ‘¨πŸ»β€πŸ’ΌπŸ’­: Children grow up so fast. 😒 I wonder how our alumni are doing now that they've entered the work market.

Of course you would wonder, employment rates among recent graduates are one of the biggest indicators that prospects look up to when considering a school. But, unfortunately, not everyone is receptive to phone calls. Run a survey, then! πŸ’‘

πŸ‘¨πŸ»β€πŸ’ΌπŸ’­: We're offering out scholarships this year. We're bound to be inundated with scholarship requests and we need a solution to effectively parse through each and every one of them!

Forms it is, my dear! Welcome those scholarship applications with an open heart and no reservations! πŸ’•

πŸ‘¨πŸ»β€πŸ’ΌπŸ’­: I hope everybody enjoyed our event/session/meeting/conference/etc.! Wish I could get some feedback!

Again, run a survey! Feedback is the key to improvement! πŸ₯‚

πŸ‘¨πŸ»β€πŸ’ΌπŸ’­: The student forum election is coming up. We need a reliable voting system!

Elections should be free, fair and accessible to all eligible students! Forms can make the whole process extremely easy and mensurable! πŸ—³οΈ

Uff! We could go on and on with this, but you can safely extrapolate from here and let your imagination soar. πŸ˜‰

That said, the major takeaway we want you to get from this is that forms can be used across the ENTIRE profile lifecycle, be it to generate leads for future intakes, qualify candidates, receive scholarship requests, gather data to build student profiles, elicit job interest from alumni, etc. Thanks to this, you can get a lot more done in less time, with fewer errors and zero paperwork! 😌🏝 Win-win all around!


PUBLISHED: June 25, 2019
​LAST UPDATED: February 3, 2021 at 9:27 a.m.

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