EducationLink has a built-in form generator. You can create forms, like the ones on "Contact" pages of websites. This form will be available for you to integrate in your website or send directly to the student.
To create a form, you have to go to "Marketing", in the main menu and then "Forms". You will see a list for forms, if you don't see any, it means your account has no forms. Click in "Add form" at the top right in the page.
EducationLink will open a new form, ready to be customized. These are the things you can customise:
Whenever we fill up any form in the internet, they will have fields. For example, a contact form may have: first name, last name, email address, message.
The same applies for EducationLink, you can add the fields you want the student to fill up. These fields can be edited at any time. You can add different options of fields:
EducationLink also has some pre-maid, easy-to-use fields:
The fields below may be only useful if you have to comply with Europe's GDPR.
After you've created the forms you need, you will see a button named "Open" right next to each one of the forms. Click in this button to open the form. The link EducationLink will open is the URL you should share with the student.
You can embed the form in your website. When the form is integrated to your website, your leads and contact requests will go automatically to EducationLink. And if you choose to change the fields of your form, e.g. adding the date of birth to a form that didn't have it before, it will be automatically updated in your website.
You can have as many forms as you want integrated in as many websites or pages as you would like to.
To embed the form in your website (you may require the help of a developer), click in "Embed" right next to the button "Edit" and "Open". Your website developers will need only this "embed code" to integrate and customize the form in your website, you don't need to provide them access to EducationLink.
Every form has a different embed link, but here it's an example:
<form id="education-link-form-DHzWk2gSNxX62naBG" action="https://app.geteducation.link/api/forms/post?form=DHzWk2gSNxX62naBG"></form><script>window.onload=function(){window.jQuery&&jQuery.getScript("https://app.geteducation.link/resources/forms/form-render.js",function(){jQuery.get("https://api.geteducation.link/forms/get?form=DHzWk2gSNxX62naBG",function(e){var o=$("#education-link-form-DHzWk2gSNxX62naBG"),t=JSON.stringify(e);o.formRender({formData:t}),o.submit(function(e){e.preventDefault(),o.find('button[type="submit"]').prop("disabled",!0);var t=new FormData($(this)[0]);try{var r=ga.getAll()[0].get("clientId");t.append("googleAnalyticsClientId",r)}catch(e){console.warn("[EDULINK FORMS] No Google Analytics detected or error appending id to FormData.")}jQuery.ajax({type:"POST",url:e.target.action,data:t,cache:!1,contentType:!1,processData:!1,success:function(){o.parent().append('<div class="alert alert-success" style="margin-top: 60px;" role="alert"><p class="pull-left">We\'ve received your request and will get back as soon as possible.</p><div class="clearfix"></div></div>')},error:function(e){o.parent().append('<div class="alert alert-danger" style="margin-top: 60px;" role="alert"><p class="pull-left">'+(e&&e.responseJSON.error)||'Something went wrong, and it was not possible to submit your form.</p><div class="clearfix"></div></div>'),setTimeout(function(){jQuery(".js-error-form").remove(),o.find('button[type="submit"]').prop("disabled",!1)},5e3)}})})})})};</script>
Integrating the form in your website is somewhat advanced feature, we are here to help you at anytime.
Geek talk: EducationLink's embed script requires jQuery and FormData in your website/browser to work. If you don't want to have these dependencies you can create your own embed script. Get in touch for more information. Our default CSS classes are based on Bootstrap 3/4, we don't include any default CSS styles. Finally, if you have multiple scripts on window.onload event, you may want to change how EducationLink loads the form to $(document).ready(). One more thing: if you collect consent for Cookies and data processing somewhere else you may need to update the form data manually and/or prevent the form to submit the Google Analytics ID to EducationLink's servers.
EducationLink will find the student based on the email. If you are creating a form without email field, on submit you will get an error from EducationLink.
If the student does not currently exists in your organization, EducationLink will automatically create it, otherwise the data will be merged.
What we mean about data being merged is: if your student has the phone number +6141534575 in your database, and in the form they submitted +61423455654, the new phone number will be saved and the old phone number will be replaced by the new one. When accessing the student profile, these custom fields will be available for editing.
PS: Only fields submitted in the form will be changed, other data saved in the student profile will not be changed or removed.
EducationLink needs an email to either create the student or merge the data of the form in a current record (lead or student already saved in the system). If you are getting "Email required" error means EducationLink can't find a field with the email, this may due to:
Most of the cases of your form not being submitted is due to misconfigured "Submit" button. To make sure your form gets submitted when the student clicks to submit, set your "Button" type as "Submit".
When you get this error it means there is something wrong the way the fields have been configured. Usually is due to incorrect naming. Make sure the names of your fields don't have any of the following characters: . $ ,
You can add as many fields as you would like. If you add a field that it's not a standard field of EducationLink, when saving the data, EducationLink will automatically create these fields in the student profile.
Yes, they can. But use this feature with caution, as receiving large quantity of files via form it's not recommended.
The "Forms" tool of EducationLink integrates itself with Google Analytics and it's capable of tracking multiple form submissions from the same student. Get in touch in case you want to integrate with Google Analytics (Google Analytics Enhanced Ecommerce add-on integration is currently in early adopter testing phase).
Sometimes you want to give your student few options, and they can only select one. The "Select" input is perfect for that, whenever they click on it, it will list the options, which they should choose one. By default, browsers will auto-select the first option. In case you don't want this happening:
The auto selection of the first option is a default behaviour of most browsers, by adding an option like above the browser you select the option "Select one". You can change "Select one" to anything else, even an empty string.
Via the "Forms" functionality within EducationLink it's possible to indirectly manipulate how EducationLink will save the form data in the student profile, potentially automating certain tasks.
To automatically change the student pipeline status whenever they submit a specific form add two new fields with the following specifications:
Field number 1:
Field number 2:
You can find the pipeline id in below the name of the pipeline when you go to "Organization settings and then "Sales pipelines".
Failing to put exact pipeline id and status will cause EducationLink to set the student as "Uncategorized".
To automatically change if the students is onshore (in the country they are studying) or offshore (in their home country), add the following field:
The word Onshore or Offshore must have be capitalized.
To change the user associated with the student, add the following field:
To find the student id: ask the user to go to their student profile, below their picture EducationLink will display their unique id (to open their profile, follow this article How to update my name, picture, email and email signature?)
It's very common to update student information via form, for example, maybe you want to get the up-to-date phone number. But if you create a field called "student phone", EducationLink does not know that this is the "Phone" of the student, due to the way the form and EducationLink works behind the scenes.
To make sure you update the fields, follow the naming below (put these names in the "Name" field):