Before you start
Prepare the right information
- Make sure contact forms and enrollment calls-to-action are visible on the public website.
Workflow
Complete the task step by step
- 1
Open Leads.
- 2
Review the visitor name, phone, email, source page, and message.
- 3
Follow up outside the dashboard or create a student/enrollment record when appropriate.
- 4
Use Support for platform help; use Leads for school customer inquiries.
Expected result
What success looks like
The leads and contact submissions workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- Public forms include consent and spam protections where configured.
Important
Keep these boundaries in mind
- Public forms include consent and spam protections where configured.