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Collect Data and Gather Signatures from Prospective Students

Lacey Jackson
February 25, 2020
Min Read

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 If you’re still working with outdated workflows or paper-based processes, it’s time to upgrade.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.

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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to 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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