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Looking to level-up your Forms skills? Need creative ways to collect applications, permission slips, etc? Let Liliana, from our Client Success Team, show you how to become a master of our Forms tool and how it can help streamline your day-to-day work! She’ll cover some best practices, as well as some tips and tricks to ensure you’re a Forms Pro by the end of this one!

Show Transcript

you should all be seeing my slide presentation so in this case is off mention we're going to be coming through in terms of form anytime did you have any questions we always have your back so you can go to the Health Center as you know if you go to the top right on your Adam inside younger help you're going to see that the option for Help Center also at any given point week you can contact us if you do not know who is your client success specialist you can I email a satisfying success at apple.com and also tech support is a great resource for you in case you need information on the topic that we're going to be covering today quite a few so we're going to learn what types of phone as we have our giveaway I'm so excited to tell you about this one real examples I think that is always a great to see things that are what are other how you doing just get a few ideas and inspiration you know as well of course we're going to be creating one and posting sometimes allows you create a form and you say okay and no what right that's part of why we're going to be looking at today and also reports it's very useful for you to jump everything under one umbrella and use as much as a feature as you can. Let's dive into it because we have write an agenda for today in this case we're going to start with a giveaway so as many of you may or may not know we have in this case just let me open this over here in KC questions we always have someone from tech support helping us out and in case I see your questions in the channels would have had a chance I'm going to be answering them right away okay wonderful so the giveaway you have the check how to win five thousand for your school or district and that's because we have formed with payments that's one of the types of ones that we have for you how do you enter the con at the well you have you need to have a website you need to complete some documentation is pretty straightforward isn't a w documents so and if you're interested in you don't have a police shoot us an email find success at elderly.com and we can definitely send you that information and collect and start using creating a form and Stark late payments so you can be part of the contest this section is great also yes we give you some examples of how you can create form and an FAQ section I'm not going to go through it however I definitely buy you to jump into it and see what we have in there for you so that's our giveaway please have in mind that you have until May 2003 to enter all and start incentivizing your community to use one with payments and we're going to be announcing the winner May 27th okay wonderful now let's dine into what we have in terms of examples let's see for example Leesburg Area School District in this case even though it's information from you're it's a great example of how you can do is summer school registration so it's for a K-5 Elementary summer school in what I like about this site is they give introduction of Molech definition of what's happening the dates always important to Camp Clarity and at the bottom you'll start seeing the contact information in the form so what is it they're requesting for their parents the grade that this decision affect student applies to they give two options in this case what type of courses they give to and also I choose the month that they want their kids to participate and they would be able to choose so this is an example of a summer now we have this other one that is from the account get Academy for mathematics and this is a stupid application what I like about this one is that they are very clear in terms of the dates and also the mention that the asterisk is a require field so they asked for contact information the child also information and they start asking multiple questions in terms of the whole street address the CD and the rest of the information if applicable and then the parents would need to submit the form so this is about student applique another example this one I liked about a hs80 that there actually are requesting for feedback I love this one so and they're also very clear that if they want see additional information about their staff this is and they give link to that specific information so this is another great way to start getting feedback from your community they asked for contact information and in question is how can we help you today and they give quite a space for parents for the community to put in their information so this is more in the gears of feedback we have one more or a few more actually this one is an enrollment form from icef public schools and as you can see also there were very clear in terms of required Fields contact information this one I like because as you will learn to have the possibility to ask parents to upload a file in this case there are requesting to upload a completed enrollment for so this is a good option for you to know that you can request LeSabre example maybe also you want to do something for you have job opportunities and you can ask for a you're a great teacher Precision contact information and then ask them to upload a resume and that's how you draw so there are different ways to do things let's see what is Decatur classical school doing in this case it's a report an absence great idea as well they asked for contact information at this category they give to the reason the date of absence and they sort of give this very clear by checking this box I am verifying that I am a an early Your Guardian for the students and they hit some how do you like it this option because it's actually more like a signature you know I'd like this idea and you will see and I think that also I have this other when it comes to the Torah consent form is old they are asking a lot of information they give exclamacion about the medical emergency a lot of information is required the type of the implications that they would contact information like one contact one contact to contact three this where is Elizabeth lengthy however was they get at the end they give pretty straight clear instruction I give consent I hereby give permission and in this case the pain signature is going to be their name I did it only do that if you want to make it more consistent to the I can scent we will learn how you can change the text that you're going to be the submit button so instead of submit you could put something on the lines up I consent so Dad gives a more clear like feeling to the parent that I'm clicking that I can send whatever I just type in into this for this is another great example three more examples to go bare with me this one it's about payments I love this one I really look for examples that I could show you what the ones I had and in this case is cardinal is talking about their membership for their music program I love this idea they give a little bit of control the membership levels and a description of them if they want to learn more about the program they give an email what I could blue I would recommend in this case it's too high for Lincoln used to make it easier for parents and then they start typing the information again they're very clear pasterick is required and when it comes to the interesting part is that after telling them who are they willing to support and they give different options you see that they are using hints check all that apply these are hands and we're going to see how also they what is important make the selection and payment they give using hands to give additional information so parents can click the option to be like them and then submit this is using I love this idea this other one if you want you to use a transcript request again student information and then at some point they start asking how many transfers do them they would want one and the price see this the great idea as well and how about donations this is our last example so in this case in this case I would give a little bit more information about the donations for what purpose right nevertheless they asked for contact information and the grandparents Circle so parents can decide which of the options work best for them if they want her us some type of message and hit submit some of the ideas that you can do with forms now let's time to the fun part we're going to create a form it's going to be for funding you're going to see me toggling between our admin site this is my test site and also I'm going to Taco between my actual homepage what I recommend strike from the bat is that you have always to test and you will see why from the ad is going to be some pretty handy at some point so how do you get into forms most of you may already know hamburger menu from here for one way to go in there the second one is about using data licking on forms the third option is if you already know that you're creating want this one will guide you to the general view of forms let me show you and you will see how many once I have 38 the ones that how many ones have reply or response is the status which ones are open close when they were modified by whom Etc so that happens if I could directly into the formica the difference with the one that affects like here on the bottom is that if I do so I will go directly to the types of templates that I have and this is where I want to based on the examples that you already seen we have two types of one that could be more sort of geared towards collecting data like for example absence reporting bus registration we have 30 plus template in here I'm not going to show you all just click on them to see what we have in there for you and then the second biggest taught that we have is collecting payments and you will like them to buy them because at the bottom right of each one. he does great tan that it says payment as easy as Zach's to start using payments you will need to do some sort of setup and also remember that it's important that you contact your kind of specialist so we can help you out in terms of signing agreement and you're set to go okay we're going to be focusing today in creating a bond Racing for so in that case let's see if we have one racing I think we have a fundraiser we have a fundraiser raffle in this case it's about payment the idea that I have behind this one it will require payment in that case I will just start scratch from the top rag you will see this blue button click and a new form and I'm going to be doing one on my own so from here because I need to who would save a little bit of time I already have I'm going to be copy-paste in from one that I already created so in this case important is to put a title survey now you can drag and drop you will see that I will show you a second way and how you can combine pages with four or in this when we get there we're going to be doing is it's only going to be a standalone form by that I mean that I'm not going to be attaching this form to anything else to any inside pay so if that's the case what do you want you is stupid in a constant box like this one and create and provide parents with as much information in terms of what is the purpose behind this form that you're doing so if they're not going to be able to rely in any of the personal page Wonder stand why we're doing it here is where I say at FAMU College Prep we are interested in about the stakeholders how we're going to be using the money for this specific program and that Lena when we want the damage we see the replies the purpose was very being clear I'm being very clear here and how they and why why does the intention behind the for the ones that I did that I'm going to start adding a multiple option box so in this case let's see this options you would use them for payments that you also have a movable whatever you can see the getting Desiree referring to money in this case it's not about money so I'm going to start adding a regular multiple-choice the question I'm going to be asking to parents is which of these groups do you send in here is where you can make it required if you click on here you will see Dad wants to publish it you will start seeing that asterisk that many of the other ones that I showed you as an example they had now let's start adding the options that we're going to give them I'm just going to copy two or three I'm going to add another one here say example inactive adding a more or I could add other just like that let's add another multiple choice another question and in this case we're going to be asking them about which of the options is more important for them so let me put it in here and we're going to use a hint remember that I showed you at the samples so they can add him and here you could put something on the lines of please check with me I didn't copy this one properly give me a second so in this case please check any that apply for example and we're going to be adding a few answers to it the ways you can see and very friendly drop the field that you're interested check box contact information name and drop down menu they're different options and how you can do things and also let's say for example that instead of me adding this other I did here at the top I want to create my own father in the sense of other means ventilation cleaning blah blah blah and the rest of the examples so this is the form we could keep adding as much as we want so I don't want to make it so large 4 x 8 so right now it's closed you can see here the status of it so we need to do some former form options the weekend enable it how we do that you would go back to forms and you see that we have our fundraising survey we can see where responses of course right now it's already open and if you click on the three dots remember this week. It's always more options to something else in this case I'm going to show you because I already have a few examples how would it would look with you if I wanted to see responses so in this case I would see the date. answers that they chose and also I could have the option to added response deleted or print it will come back to this one in a second so let's go back to our forms that we had it here pop go from here we're going to be for my options this is the option that I wanted to show you at it is of course if you want to go back and start editing your current form share we're going to click on this one it's a very fun but if you want to see how it looks like on public view or maybe you want to copy the specific form and don't stress then you don't want to start from scratch so copy it and re-edited as needed two great options in here let's say for example that I'm doing this fundraising survey every year so instead of me creating one from scratch every year what I would do it would be like delete all responses and form in the structure of it is going to remain yet this so that's another great way for you to save time depending on your needs so let's play option and from here you're going to be all you can be shaved and schedule on the email tab here is where you going to be entering the emails of your staff that wants to receive the copy of the responses include warm response adding emails as you need it you can also say if you want to respond than to receive an email confirmation and I would click yes and in this case just give it a little bit of pudding into it in terms of tax do you know not only this generic thank you for replying but you can put something more into it and let me show you what I mean by that if I go in again I'm going to be tubby pasting so we could put something instead of a thank you just a thank you we could put something on thank you for your response and put a quote in there that's a cool thing to do now is when do some edits if you want if I click on Behavior but we will see is that here is where you're going to be changing that instead of submit are you could put I agree I can send you no key where you can change the title of that button that I was mentioning you about and in this case what we're going to do is you have the option to add this is what they're going to be receiving in terms of you're thank you right so I'm going to be putting we appreciate you taking the time to respond and also I'm going to be adding a picture let's see how that looks from my previous images I have stayed in my computer I'm going to put all text is always important don't forget about this one together we create and the size of it normally I prefer to use percentages so it makes it easier and there you go I like it now what is that you were respondents do you want them to submit more another response do you want to add it give them the opportunity to edit it do you want them to see a summary these are different options that you can give it the respond in once you have that you can always choose on the last tab schedule if it's already open or you want to open in a specific date if that's the case always provides more information when is it going to be open if it's going to be close at some point after X number of submissions if maybe I don't know if it's that donation or you want to close it on a specific date again provide a little bit more of the details underneath here so let's save it in what we have it lets play on public view let's see how it looks so in the meantime that my internet works and helps me out showing you how this is now here it is this is the form that we just created it looks great you remember the asterisk the hand and you can see that it says I agree instead of submit okay so now we have the four awesome what do we do in terms of posting it and this is I think the part that I enjoy the most is posting it everywhere so in this case click on share I'm here you can copy the link we're all so you can copy it from your edit mode as well and start adding and here is where the two times that I remember that I mentioned so duplicator Tab and in this case I'm not going to be in this one so now that I have it here it's easier for me if I click on add to site navigation this one should be sending me over to psych medication once the internet allows it it's not let me see if I can help it a little bit faster so from site navigation I decided that I'm going to be adding a new item all the way to the bottom and you already know this one I'm going to click rain saying links survey and in this case because remember I already copy that URL I'm going to paste it in here always allow them to open in a new when do it's saved let's go to our home page to a couple of Harbor freshers and right now I think that I didn't put it somewhere specifically right so it's going to be under however of course you can put it wherever it makes more sense right now here we go fund racing what is that that's how you put it in your side now wonderful where else can we put it do you know what let me show you I also like to putting it may be as a homepage widget hamburger many case management home page widgets in here let's put it like a cool button racing survey ye paste the URL in here open a new tab this is the what I recommend always decision do you want to stay the top or you wanted to stick I wanted it to be sticky and I want the big red button it there so it's safe sea changes let's go back to work home page and there you go fundraising survey if I click on it of course is going to send me over to my form I Like It where else can you send alerts you already know you can created and posted as a news an alert in do mass communication as well I'm not going to go into that the part that I want to be showing you right now is what happens with worms let me show you this one I know we're almost close to time if you have a few minutes stay with me because I want you to learn this part I'm going to go to Paige's and here is where you can decide if you want to have a section like this one for example right now I'm under pages and I created this specific page that I'm going to be showing you that is basically not only a form doing more to it I want to put more information in there so I put a big picture here I lay out at the top together we create I have my mu College Prep Prep fundraising information of course this is Donnie text bear with me however you get the idea is I'm going to be explaining here what is about the fundraising program or what do we do we could add a beautiful pictures about different events have done in the past so on and so forth also who can help us out in terms of if they want more information contact Eric and a example so by using staff logs and creating and cool pay you kept this introduction putting all that exit we added at the beginning of the four now what we want to do if we want to add that form that we created previously as part of this specific fundraising section so for that click on the new pay and in this case remember that we have different features at the bottom click on form and from here it's alphabetically organized so let's go to the fundraising survey open a new tab always want parents to be able to come back to my information so now if I do a hard refresh you will see that I can read the introduction but also now I'm able to access the survey so this is a great way for you to combine more information plus a survey instead of only the survey in the survey you already know how it looks so in a nutshell you can put. a stand-alone form if that's the case my best recommendation is that he put into the survey the objective why are you doing that fundraising providing instructions if you were combining it with cages in additional information perhaps in that case I would narrow the introductions I put in here and more I wouldn't perhaps only need this paragraph and pretty straight to the point guide them to the form of their Rackley so these are the different options that you have and how to combine them now let me show you quickly a few examples of how parents will see the information so let me show you in this case for example this I just started a confirmation that we received it looks nice you received the confirmation it's about the fundraising and thank you for your reply and the cold that we had it looks cool right this way for example is if you added the picture we appreciate you taking the time in the picture that's how it looks it's an extra you know just not only plain text how does it look for your staff If you're receiving a confirmation email that you received a new response this is how it would look the name of the form of quick so you can quickly eat the answers is provided when was it given and if you want to see the full report you will click on here so this is another great way to see it and when it comes to reporting this is going to be the last David I'm going to be mentioning let's go back to the forms so I already have some replies in here I'm going to click on the form and you can download it as a csb if you wanted you can see it's already down here if I double click on it you will see that I have the date the IP the confirmation email and the difference answers that we got for each question you know is it from here you can decide what you want to do with the information this is another report from a realtor we from one of our schools of course I deleted company information the date and so on and so forth so it's pretty straightforward on how you can start using information and with these I don't know maybe your teachers your assistants your secretaries can help you out gone with the information so this is a really crash course about what you can do with forms I hope it was usable start posting your Farms everywhere as you can see it's pretty friendly you can put them everywhere so you can start asking parents to collect the data that you're looking for thank you so much for staying with me a little bit of additional 5 minutes thank you for your I appreciate you and at any given point if you have questions remember at the top you will always have the health center you can contact Elias support or you can contact their success specialist as myself and we will be with a happy to take your call in question have a good week and thank you for your time take care

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