You’re now able to set permissions for users to delete applications which were started but not completed. If there are multiple applications which were opened but not filled out, any extra applications can be removed, with only a few clicks.
Delete incomplete form entries from Funnel
Improved navigation on enrolment forms
We’re making it easier for families to navigate online enrolment forms by adding a ‘Back’ and ‘Save and continue’ button on all form pages. This’ll allow families to navigate online enrolment forms without losing their completed data.
Introducing folders: Organise and manage lists in Funnel
Funnel customers will now be able to easily organise and manage their lists with the introduction of folders on the leads lists page. With this new feature, you can group together various lists in a way that makes sense for your school. To learn more about setting up folders in Funnel, click here.
Discount codes now available in payment receipt
Accounts and admin teams will now be able to see any discount codes applied at time of payment within the payment receipt. This handy feature will allow easier matching of discounts to individual leads.
New custom descriptions for payments
Funnel customers will now be able to override standard payment descriptions on auto-generated payment receipt emails with their own custom descriptions. The current payment format of “Form name + Payment” will remain the default, unless schools choose to add their own description. If you’d like to create a custom description, chat to our team on support.digistorm.com.
Alphabetical order for users when assigning tasks
Funnel customers will notice a handy improvement when allocating new tasks. Selecting from an alphabetical list, you’ll be able to find and assign the correct team member easily when assigning tasks.
New functionality on Graph QL API: Adding notes
Schools using our Graph QL API can now further streamline their data flow as notes kept on a specific lead can be created and updated via the API.
Docusign Integration
Great news for schools using Docusign to send enrolment agreements! Our new integration with Docusign allows for “envelopes” or signatures to be automatically sent once a family completes an enrolment application. If you’re interested to learn more, connect with your Customer Success Manager who can help you with setting up this helpful integration.