Whether you're a private school filling seats, a charter school building awareness before an enrollment window, or a public school of choice reaching new families, this package helps you capture every inquiry and follow up consistently. Your team will see where interested families come from, which events they attend, and which grades have the most interest.
Standard Components
One inquiry form linked from your website that creates prospective student and family records, capturing parent or guardian contact information, student name, grade of interest, entry year, and how the family heard about you.
Deduplication so that repeat inquiries update the existing family record instead of creating duplicates.
An automated task for the recruitment or admissions team to follow up with new inquiries.
Lead source tracking with customizable values so you can keep track of where families hear about you.
Simple event tracking that allows you to invite families to recruitment and informational events, let families sign up independently, and track who shows up.
Up to three inquiry follow-up email templates, with wording provided by your team, that staff can send individually or to a list.
One recruitment dashboard showing inquiries by grade of interest, entry year, lead source, and status, plus event attendance.
Campaign setup so your team can send bulk emails to families based on lead source, grade level of interest, event attendance, etc.
Customizable Components
Grade levels and entry years configured to match your school.
Recruitment status and lead source values tailored to your team's language.
Up to 5 custom fields on the inquiry form.
Requirements
Only available for Agentforce Education (Education Cloud)
