Learn the steps for a successful Registration launch
What's included in this article?
Registration Prep
In order for Registrations to be submitted, the following must be set:
- The Form needs to be connected to the school
- Registration calendar dates need to be open
- School has been reviewed and set up
- New Students: Registration rule needs to be reviewed and assigned at the School
- Returning Students: Re-Registration rule needs to be reviewed and assigned at the School Group
Steps for A Successful Registration Launch
Step 1 - Review your dates
Review your registration and re-registration dates, as well as the timezone and the school years that guardians have access to.
Step 2 - Review your boundaries
Have any of your existing boundary shapes/zones changed and need to be updated? Confirm that your boundaries are properly assigned to rules and priorities for the new season.
Review how to manage and update your boundaries in our user guide.
Step 3 - Review your School settings
It is important to review the registration settings tied to your schools to ensure grades, form processes, and more are correctly assigned to schools so that students are able to register for the appropriate grades using the appropriate forms!
Read this article for more information about registration specific school settings.
Step 4 - Review and edit your registration form
Do you need to change a field type to capture data in a different format? Do dropdown options need to be updated? Should certain fields be Required or Admin-only this year?
Click the image for guidance on registration edits for the new season.
Step 5 - Update email/text templates
Update content and translations (if using custom translations) for your email templates for the new year.
Updating Platform Content
Updating Email and Text Templates
- Updated! Email/text templates are now year-specific. You no longer need to make a copy and re-name your template to be specific to each year.
Step 6 - Create Workflow Notifications
If you (or your team) needs to be notified when a registration is withdrawn, if an address is changed on a submitted registration, or when a specific answer is provided in a form field, a workflow notification makes it easy to stay informed!
Use one of the notification triggers seen below to build your workflow notification. This article will walk you step-by-step through the process.
Step 7 - Review flags, rules, and custom data sources
Are your Flags and Rules configured using the most updated fields from this year's form? Registration/re-registration rules are important when multiple types of students are allowed to register!
Click the image to learn why you should and where to review Flags, Rules, and Custom Data Sources.
Click the image below for common registration and re-registration rule examples.
Step 8 - Test in sandbox!
How to Test in your Sandbox Site
Submit a registration and re-registration as a guardian to each school and grade and check your Admin portal to confirm that priorities and flags are working as expected. Don't forget to submit test registrations as an Admin on behalf of a family to confirm admin-only fields.
Click the image for steps to test your registration in Sandbox.
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