Form Console

This is the process of managing object data in a Form. Provide an exceptional form filling experience and increase your conversion.

Click on the form console below view will come

User Flow:

After select Agent console from side menu then click on the Form Console to enter the dashboard. In this form console, so common tasks can be performed from the web form console.

In left panel there are two section:

• User/Form ID/ Enquiry search options:

This is the student's User Id field stores user's id number when they fill out a form. It helps connect submitted entries to students on your site.

• Lead details:

In this sections, attended, unattended, qualified leads are available where you can manage leads. This is an individual or organization with an interest what you are offering

In this middle section student details are available

Click on the student details, you will get below snap structure.

Under this student details courses lists are available. Students can choose their courses as per their requirement. Students can edit their courses as well as also.

In this section student can put their name, city name, pin code, address, state. Student can edit their address details also.

In this last panel, details of the students, channel identities are available:

1) How can you change your name?

• You have the option to edit the name place

• Customized it and place your name

2) What is Schedule?

It is an automate the appointment scheduling process to save time & make their course enrollment forms more engaging for students.

3) How to do schedule for an appointment?

• Choose the schedule option

• Choose your course & select the date, time as per your convenient

• Make an appointment

4) What is academic year?

The period of time each year when people attend or join the school, college or University.

5) How to change academic year?

• Click on the academic year

• Under this admission year is there

• You can choose it

• Channel identities

In this channel identities, there are 4 channel preferences- DND, verified, preferred, duplicate and WhatsApp, Phone, Email, SMS can be modified as per the user preferences.

1) How do you change your WhatsApp number?

• Tap on the phone number.

• It is an editable option

• Change your phone number

• Then it will automatically update

2) How do you change your mail id?

• Tap on the mail id.

• It is an editable option

• Change your mail id

• Then it will automatically update

In this Fixture view, we can click to trigger & send messages to Whatsapp & Email related to admissions, payment, verified form, Form reminder, Holidays, Exam notification, Result notification, Sports notification, Parents meeting etc.

Triggered messaging is a rapidly growing part of marketing with extremely good ROI. It's about delivering business messages. It is the type of push notification automatically for student outreach

This is the history view section. Here there are two options call Log, Conversation Log, User history Transaction Log.

• What is Call Log?

  It is the process of collecting, analyzing & recording data on telephone call. The data can include the call origin, call destination length of the call and other transmission details. It is important information about calls that have been made, received, answer or missed by a user or an institution for a given period. It include date, time and duration along with caller names & numbers.

• What is Transaction Log?

  Every transaction has a transaction log that is stored within the log file. A transaction log basically records all database modification. It is used to record all the fact, transaction and database modification

Then , back to main menu

Click on the All Follow Ups under Form Console. Below view will come

Here You can check Today's follow ups and last 3 months All Follow Up leads

And this is the view of scheduled meetings leads.

Then , back to main menu

Then Click on the Lead With out Course . Below view will come

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