Using Forms to Collect SSNs for Financial Aid 🎥

Josh lays out a helpful workflow for creating a Form and setting up Notifications in order to collect Social Security Numbers for use in Financial Aid.

🚨⬇️ Related Resources ⬇️🚨

🎦 Creating a Form

🎦 Managing Form Settings

🎦 Using Conditional Fields on Forms

🎦 Setting up Notifications on Forms

ℹ️ Managing Access to the Form

0:00 Intro
0:48 Overview of the Process
1:18 1. Creating the Form, Manage Form Settings
5:06 2. Build Two Notification Types
8:41 3. Add Forms to Profiles to Send Form Requests
10:00 4. Approve Form Responses to Move SSN to Profile
11:27 SSN Visibility Settings
12:24 Outro

▶️ Using Forms in Populi Playlist (on YouTube)

ℹ️ Register for a Focus Session