From the Forms Management page, you can email enrollment forms to prospects using a recipient list that you create and manage.
The recipient list displays each recipient’s name, email address, and student. The list also displays the date the recipient was added to the list, the date the enrollment form was sent to them, and the date they submitted the enrollment form.
You can add or delete recipients from the list and export the list to Excel. You can also export an Excel file showing recipient list additions and deletions for a selected range of dates.
Add Recipients to an Enrollment Form Recipient List
Follow these steps to add recipients to an enrollment form recipient list:
- On the left navigation menu, click Forms Management.
- Find the enrollment form and click Send.
Click +Add Recipients.
- Select the School, school Year, Program, and Grade that contain the recipients you want to add, and then click Next.
- Select the check boxes for the recipients you want to add, and then click Publish.
Remove Recipients from an Enrollment Form Recipient List
Follow these steps to delete recipients from an enrollment form recipient list:
- On the left navigation menu, click Forms Management.
- Find the enrollment form and click Send.
Select the check boxes for the recipients you want to remove.
Click Remove Recipients, and then click Yes.