Overview

The 'Parent Portal Content' settings page allows you to manage customized messaging within the Parent Portal, fee instructions for your application and/or contract, and thank you pages for all of your major forms.  Go to Settings–>Portal–>Parent Portal Content.

Within this page you can edit and customize all parent portal content listed under the template name (1) by clicking on edit (2) along the right of the template you wish to update.  See below for a description of each template.

Application Fee Check Instructions

These are the instructions that display on the Application payment page when a check option is selected, if applicable.  Best practice is to provide instructions on where to mail the check and who to write the check out to.

Application Fee Instructions

These are the general instructions that display on the Application payment page before a payment method is selected from the drop down menu.  A best practice is to notify families of any additional fees for payment by credit card, the type of credit cards accepted, and you can direct them back to the main portal page to access their checklist.

Application Thank You 

This is the thank you page that displays after the parent/guardian submits the application.  

Best Practices

  • Direct parents/guardians back to the Parent Portal to complete their application checklist.  
  • Include a link for them to submit an application for another child.
  • Include links to your website, social media pages, blog subscription, etc.
  • Add images or embed a video.  Copy the embed code from the video you wish to add, and then paste it into the code view of the template.  The code view can be accessed by clicking on </>.  Then click on 'preview changes' at the bottom and click 'submit' to save.  
  • If you'd like to use merge tokens for personalization, the only one that will pull data is: {{contact.preferred_name_or_first}}, which will pull the kid's preferred name or first name if there is no preferred name.  Parent name merge fields will not work since the form may not be imported automatically due to a potential duplicate contact from an inquiry record.

Contact Communication Area

This is the area that displays above the student checklist.  The information displayed in this area can be dynamic based on business rules created by our Support Team.  

Best Practices

  • Include deadlines and/or important dates
  • Include hyperlinks to a viewbook, student handbook, school calendar, etc.

Important Note about Display Customization
Anything you add to this template without the creation of business rules will be viewable to Admissions and Enrollment families. To customize what messages show for different sets of families, please work with our best-in-class Support team so they can create business rules for dynamic displays.  Some examples include admissions vs enrollment, new vs returning families, international vs domestic, day vs boarding, etc. See below for some examples.

Admissions Statuses Only:

Enrollment Statuses Only:

Contract Thank You

This is the thank you page that displays after the parent/guardian submits the contract/registration form.
Best Practice 

  • This template is turned off by default so that parents and guardians are directed back to the Enrollment Checklist once the contract has been submitted.  If you’d like to turn this feature on to display the thank you page, you can navigate to Settings–>Communication–>Communication Setup.  Then check the contract thank you checkbox under “automatic emails and communication pages.”

Deposit Check Instructions

These are the instructions that display on the contract/registration form payment page when a check option is selected, if applicable.  If you do not offer a paper check as an option, you can leave this template blank.  Best practice is to include who the check should be payable to and the mailing address.

Deposit Instructions 

These are the general instructions that display on the contract/registration form payment page before a payment method is selected from the drop down menu.  This template may include what credit cards you accept, any service fees that are assessed, etc.  If there's no important instructions, you can leave it blank.

Inquiry Thank You

This is the thank you page that displays after the parent/guardian submits the inquiry form. You can use this page as well as the automated 'Inquiry Thank You' email to increase your conversions by showcasing your value proposition.  

Best Practices

  • Thank families for their interest and invite them to fill out an Inquiry form for another child with a direct link to the form, or you can provide a link to the application form.
  • Let families know you'll be reaching out and any additional steps in the process. 
  • Provide links to different social media pages and/or to an online Viewbook.
  • Provide links to important pages on your website.
  • Invite families to view or subscribe to your blog or newsletter via provided links.
  • Include testimonials.
  • Add a fun image or collection of pictures that are compelling about your school's mission and community. 
  • Mention upcoming events or link to a calendar on your website, or public calendars that you have setup in SchoolAdmin. 
  • Embed a video by copying the embed code from the video you wish to add, and then paste it into the code view of the template.  The code view can be accessed by clicking on </>.  Then 'preview your changes' and click 'submit' to save your video.

Login Page Description

This is the welcome message before a parent/guardian logs into the portal. 

Best Practices

  • Make it warm and friendly.
  • Include why parents are creating an account and what they can manage.
  • Include contact information.  If parents/guardians/consultants have trouble logging in, they know who to contact without needing to look for a phone number on your website.  The contact information in the Parent Portal isn't displayed until after they've successfully logged in. 

Portal Widget

This is the messaging that displays above the student list after a parent/guardian logs in.  

Best Practices

  • Make it warm and friendly.
  • If your admissions season is only open for a defined period of time, you can let parents know when applications will be accepted and available online.  
  • Link to the Parent Portal Online Help Center in the upper right, as noted by the 'Help' icon, which answers a list of FAQ's that parents can use throughout the process.  You can drive traffic to this page in this template so that parents can help during off hours when they're working on forms and checklist items in the evening. See the example below. 

Enable/Disable Enrollment and Admissions Checklists for Parents

Below the Parent Portal Templates are Enrollment and Admissions Settings.  To manage parent access to enrollment and admissions forms and checklists,  check or uncheck the box next to each of these items, respectively.

  • Parent enrollment enabled: Turning this off means parents cannot access their enrollment checklist or contract/registration form, which is contained within the checklist.  Even if you generate contracts with this turned off, parents will not be able to view anything until you mark the checkbox to enable parent access.
  • Parent admissions application enabled: This allows families to submit application forms.  This setting does not grant access to the checklist.  When turned off, families are unable to submit application forms.
  • Parent admissions workflow enabled: The admissions workflow is the application checklist.  If you turned the parent admissions application off, so that no new families can apply, then it would be a best practice to leave the admissions workflow enabled (turned on) so that families that did submit an application form can still access their checklist and complete it.
  • Click save to apply your changes.

Additional Resources

  • Click here to learn about System Emails such as the Inquiry/Application/Contract Thank You emails.
  • Click here to learn about Parent Portal Account emails and authentication emails.
  • Click here to learn about Email Template Management and Best Practices
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