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Application settings

Application settings determine how your application will "act". Will it be available online? Will you charge a fee for it? How will it be connected to academic info? And so on...

You can change an application's settings at any time. Feel free to design it first and work through the settings later. Keep in mind that changes made to application forms will not affect any applications that have already been started.

Editing settings

Click a setting field name to edit it, and make sure to Save your selections!

Show online

Select Yes to make this application available for Leads to start and complete online. When you select Yes, you'll see an embed code for the application at the bottom of the settings. Select No to restrict Leads from working on it themselves. You, however, can still add this application to Leads, and process it, manually.

Require Address

Check Yes to include required fields for street, city, state/province, and country fields in the initial form.

Programs

Select an academic program from the drop-down and click Add. When you accept a Lead who completes this application, he will be put in this program. You can also use program as a report filter. Click to remove a program. If you don't select a program, this application will be tied to the default program (as determined by an Academic Admin in Academics > Settings).

Term

Select which academic term Leads may choose to begin their enrollment if accepted and click Add. Click to remove a selection. You can choose:

  • Next term: the applicant will automatically be listed for the next academic term from the date they start the application
  • Individual terms: choose individual academic terms for your applicants to choose from

Enrollment

You can restrict this application to Full-time, Half-time, and/or Less than half-time students. By default, applications are limited to full-time students.

Allow undecided

Select Yes if you want to allow "Undecided" to be a degree option for applicants.

Fee

If you wish to charge an application fee, select a fee from the list. The amount will auto-fill; feel free to edit it if need be. You can also choose whether to require the fee at the time the application is Started (that is, when they submit the initial form) or at the time they Submit it (when they finish the entire application and submit for your review).

Redirect URL

After submitting the completed application form, the applicant sees a review copy of his application. You can also redirect the applicant to another web page when he submits the form. Enter the URL of the page to which you'd like to send the applicant, and after submitting the application, he'll be taken to the URL you enter here.

Embed code

The embed code lets you include the application in any web property—your website, a newsletter, Facebook, etc.

  1. Select one of your Lead Sources from the drop-down.
  2. When you do that, the embed code in the text area will modify itself to reflect your Lead Source.
  3. Copy and paste the embed code into the html of the page—wherever it is—in which you'd like to include it.
  4. You can also preview the form by clicking the link below the text area.

Custom CSS

If you want to modify the appearance of the application form, you can use custom CSS. Go to Admissions > Settings > Other Settings.

Compose or, better yet, copy-paste CSS in the text area to give the application form a similar look and feel to the website in which you're embedding it.

Done with settings? Time to design the application!

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