If your school requires recommendations during a student’s application process—from a local parish priest, for example—we’ve got some good news! With this handy feature, you can now set up a recommendation form in a few simple steps. This form can then be sent out either manually to specific leads, or with an automatic send option to a specific group. This new feature will help streamline the recommendations process for your team and your recommenders. To have this feature activated, speak to your CSM.
New feature alert: Recommendations for future students
New feature! Checklists are here to make lead progression more efficient
A brand new feature is here by popular demand! Introducing Checklists, designed to make your workflow and lead progression more efficient. This new feature will allow you to create Checklists that carry with them to-do items specific to your school's requirements. You might assign a Checklist to a certain point in your pipeline, or to a particular condition being met, such as entry year. These Checklists will help move a lead from initial inquiry to acceptance without effort or fuss. Find out more here.
Improvements to the 'unable to sign' feature in Funnel Forms
The multi-signature feature has been improved for Funnel Forms to reduce the inaccurate use of the 'unable to sign' feature. Guardians can no longer mark other guardians as ‘unable to sign’ if there is no legal reason provided. When 'unable to sign' is ticked for a guardian, your school has the power to reject it if the reason is deemed invalid.
To learn more about this update, check out this handy Support Article.
Filter your leads by elements of their address
Your leads can now be filtered by address! This includes City/Town/Suburb, ZIP/Postal code, State/Province/Territory/Region and Country. This advance filter can be used for sorting your leads table, creating lists, lead scoring and automations.
You can learn more about this feature here.
Leads pipeline now looks better than ever before
We know that busy people are using Funnel across various devices, so we’ve made the Leads Pipeline easier to view and interpret in a quick glance. We’ve switched up some colours and changed the design so that you’ll know instantly where your lead is in the pipeline.
Use an advanced filter to sort Multi Signature forms
Multi Signature forms can now be filtered by status in your leads table! The filters include: Pending Signatures, Unable to Sign and Signed. This advanced filter will allow you to easily follow up on parents who have not signed an enrolment-type form.
Cancelled registrations now show up in your Event Table
Eager to communicate with groups that cancel their registration for one of your events? It’s now possible! Cancelled registrations will now remain displayed in your event’s table so you can filter to find them, then communicate accordingly. You can let them know you’re sorry they can’t make it, offer an alternative event and keep them engaged with your school.
Communication improvement to your form’s 404 pages
When you unpublish a form or make it unavailable, we now show a descriptive message instead of usual error jargon. The message reads “We couldn’t find this form - This form doesn’t exist or has been removed”.
Handy enhancement to UTM fields in your leads table
New UTM fields can now be added and exported from the leads table. These include UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, and UTM Tracked at. This allows you to report on your UTM activities for leads.