Blog

Collect Data and Gather Signatures from Prospective Students

Blog

Collect Data and Gather Signatures from Prospective Students

Blog

Collect Data and Gather Signatures from Prospective Students

Blog

Collect Data and Gather Signatures from Prospective Students

Blog

Collect Data and Gather Signatures from Prospective Students

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Blog

Collect Data and Gather Signatures from Prospective Students

Lacey Jackson
/
February 25, 2020
Blog

Collect Data and Gather Signatures from Prospective Students

MIN
/
February 25, 2020
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If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.
Blog

Collect Data and Gather Signatures from Prospective Students

Blog

Collect Data and Gather Signatures from Prospective Students

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Collect Data and Gather Signatures from Prospective Students

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If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.
Panelists
No items found.
Infographic

Collect Data and Gather Signatures from Prospective Students

Quickly learn how to build higher ed forms in Salesforce, generate documents, and send documents for signature.
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If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.

If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.

If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.

If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.

If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.

If you work in higher education, you know that student recruitment is becoming increasingly more difficult, and much has changed across the higher education recruitment landscape in the past decade. If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade. This Salesforce workflow will show you how to empower prospective students to take charge of their data and free up time for your admissions staff.

Formstack Builders Blog Time Requirement



This workflow will take 45 minutes to create.

Formstack Builders blog tools requirements

 

Formstack Builders blog instructions


1. Build your template. Using the Document Builder, build your prospective student     enrollment application and add merge fields and eSignature tags.


2. Set up deliveries. Connect to your Formstack Sign account and prepare the message you’ll send to prospective students requesting them to review their information and sign.


3. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.


4. Run a test. Fill out your application form with test data to see your workflow in action!


Check out other videos in our Builder series by subscribing to our YouTube channel to get notified when new videos come out.
Lacey Jackson
As Formstack’s Demand Content Strategist, Lacey is focused on creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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