Inquiry and Application Form

Introduction

This feature allows you to create custom online foster parent inquiry forms that can be embedded on your public website.  Visitors to the site/link can fill out the online inquiry form. Once submitted, the foster parent inquiry will be added to your extendedReach Foster Care system as a new foster parent Inquiry.

 

Online Inquiry Settings 

In order to enable the Online Inquiry setting, your foster care system must be set up to manage foster home inquiries. A System Administrator (SA) can confirm this in Organization Settings > Organization Preferences > Settings. If the Manage foster home inquiries setting is selected, you may proceed to the next steps. If it’s not selected, select the box and click Save.

 

Setting Up (Configurator)

To create an online inquiry form:

  • Navigate to the Configurator
  • Hover over Add
  • Select Home Report Type
  • Complete the required fields in on the General tab of the placeholder
  • Enable the Use Custom Form Builder setting
  • Enable Online Inquiry Form (advanced)
    • Note: you must turn on Custom Form Builder first, or you will not see this setting
    • You may locate the Online Inquiry Form setting by 
      • Searching in the Filter settings: search bar, or
      • Clicking Show Advanced Options hyperlink at the bottom of the settings
  • Navigate to the General tab and begin building your custom online inquiry form!

 

Creating the Online Inquiry

On the Custom tab, drag and drop the fields on the right side of the screen into the Add Fields Here box. Click here for more information on how to create custom forms.
You can then map certain fields to extendedReach for Parent A and Parent B (e.g. first name, address, email, occupation, etc.). To map the fields, click on the Save to Inquiry drop down box and select the corresponding field.

 

You may mark certain fields required by checking the box next to Required on the Settings tab in the design space. All required fields will show a highlighted yellow label in the custom form builder.

 

You may also use field codes to auto-fill text in the custom form builder. Field codes can either be placed in the fields or used as help text. For more information on how to use field codes, click here

Once the form has been created and finalized, it’s time to put it to use!

 

Online Inquiry Website Configuration

The General tab of the placeholder in the Configurator will have an Online Inquiry Configuration section (note: this appears after you’ve selected the Online Inquiry Form (advanced) setting).
In this section, you will select a Default Staff that will be assigned to all incoming inquiries.

 

Below the Default Staff setting is the Acknowledgement section. When a new inquiry submits the form, they can receive a customized conformation message or can be redirected to a URL.

To provide a customized message, click on the Message option and use the Message field to create your message.

 
You may also choose to redirect the user to a different page on your website. To do so, click on the Redirect to URL button and paste the URL into the URL field.

 

Adding the Online Inquiry Form to your Website

To add the Online Inquiry form to your website, copy and paste the embedded code into your website where you would like the form to appear.
Those with knowledge of CSS, you can use the Custom CSS field to make adjustments to the form such as adding a specific font or background color to match the website.

 

Using the Online Inquiry Form

Once the form has been added to your website, potential inquiries can begin entering in their information! When they have finished entering in their information, they will click on the Submit button, which will provide the confirmation message or URL redirection.
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