Creating a form is simple with SkoolBag's forms feature. This article outlines how you can use SkoolBag to create a specific form, the contact us form.

To read more about forms in general, click here. Otherwise, follow below to learn how to create a contact us form in SkoolBag.

  1. Create a new form

  2. Add the form fields

  3. Adjust the settings

  4. Add conditional notifications

  5. Access the submissions

  6. More help on creating this form


Create a new form

Navigate to Forms by clicking on Forms from the main menu, located on the left-hand side. Then click on Create form (in the top right-hand corner).

Start by giving the form a title and description (the description is optional). In this example, the title and description used are as below:

Form Title

Contact us

Description

Lake View High School
123 Rainbow Rd
Sydney NSW 2111

Phone: 02 9717 8177
Fax: 02 9717 8178
Email: LakeView-h.school@det.nsw.edu.au

Need help or have a further question? Use this form to submit a contact request!

Note: Please ensure you select the right class as a copy will be sent directly to the teacher.


Add the form fields

Use the add button to add more fields in order to collect information from the user.

Use the dropdown list located in the top right-hand corner of the field to determine the field type.

There are a number of options to choose from. Here are the ones we've used:

Field type

Question

Required?

User first name

Parent First Name

Yes

User last name

Parent Last Name

Yes

Short response

Student first name

Yes

Short response

Student last name

Yes

Dropdown

Student's class

Yes

Long response

What would you like to discuss?

Yes

Dropdown

How would you like to be contacted?

Yes

Phone number

Contact phone number

No

Email

Contact email address

No

To learn more about form fields and what they do, click here.

For any fields that a user must fill out, remember to set them to "Required" using the check box as shown in the example below:


Adjust the settings

In the edit screen, the purple settings panel is located on the right-hand side. Once you are happy with your form questions, use this panel to select your main settings:

  1. Live | Hidden toggle: Use this to determine if the form should be visible on the eForms tab of the app. Live means it's visible on the eForms tab. Hidden means it won't be visible on the eForms tab, but it will be active if the form is linked to a post.

    We recommend that it is set to Live so that the form can be available on the app under the eForms tab.

  2. Share with groups: Choose who can access the form by selecting one everyone group or one or more open/restricted groups.

    Top tip: to restrict the form to a year group, choose one year group from the list. You can then Duplicate the form to replicate it by year if required.

  3. Send submissions notifications to: Click in the field to add one or more users from the user list. These users will then receive every submission that is made.

  4. Add conditional notifications: Use this feature to direct which form submissions go to who based on an answer a user selects. More on this in the next step!

  5. New form submission email: Need the submission details in the email? Tick this checkbox to include submission details in the email that is sent to the recipient/s in point 3 or 4.


Add conditional notifications

To minimise time spent on manually forwarding each submission to the responsible person, you can click on this option to set up automatic forwarding.

This is particularly useful for class to teacher forwarding.

As an example, the above shows the following:

  • Where class K1 is the selected option, a copy of the form submission will go to Alice Williams

  • Where class K2 is the selected option, a copy of the form submission will go to Anna Banana

  • Where class 1A is the selected option, a copy of the form submission will go to Alfie Johnson

Once it's all set up, select the 'x' to save the settings. Then double-check the form is set up as you like it and then click on 'save' in the top right-hand corner.

The 'Contact Us' form is now live!


Access the submissions

Submissions can be accessed through the console or via email.

Email

For submissions received via email, there are three types of recipients:

  1. Main recipient/s (user/s listed under 'send submissions to'): These recipients will receive every submission made via email. The email will contain a link to download the submitted form. If 'include submissions details' is ticked, the recipient will also receive the content of the submission in the email.

  2. Conditional recipient/s (user/s listed under 'add conditional notifications'): These recipients will receive the submissions that are applicable to them (i.e. when someone selects a class that they are responsible for)

  3. User submissions: The person who completed and submitted the form will also receive an email copy of the form for their records.

Console

Navigate to the Console and click on Forms. Find the 'Contatct us' form and then click on the number located under the column 'New submissions'.

You can then click on the checkbox for the required submission/s and choose to export it to CSV, print to PDF or mark processed.


Need more help?

Contact our support team using the chat icon in the bottom right-hand corner and we can create a template on your console for you to make your own!


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