Milestone 2.4 Set Up your Custom & Priority Questions

Why are they useful?

Custom or priority questions are particularly useful if you prioritise enrolments based on additional factors such as a caregiver's employment or student status. They are also useful if you wish to gather additional data from your families, such as food allergies or special requirements.

Note: Priority questions can not be added to the Waitlist or Lead group forms. You can add up to 5 custom questions. 

In setting up the questions, there are 3 information that need to be filled out per question:

1.  Label: This label will name a drop-down menu on your waitlist filter from the dashboard.
2. Question: This text will appear as questions on your lead or waitlist form
3. Answers: Answers you enter here will be selectable from a drop-down on your form as well as on your dashboard filter. Use a comma to separate selectable answers. Families can select one answer only per question.

How to add Custom/Priority Questions

1. Navigate to and select the Settings tab from the header menu.

2. Select the service you wish to manage by selecting the Edit action button.3. Select Priority Questions from the menu list on the left-hand side of the page 

4. Within this screen, administrators can update the questions, and at the bottom of the page, select Save to update the changes.

 

Note: If you use the long waitlist form, the priority questions are automatically added to the form.

Once the questions are set, you will need to turn on the custom/priority questions on your forms. Please follow the guide below:

How to Add the Questions to the Lead Form

Go to Settings > Lead Forms > Select the form you'd like to add the custom questions toThen select Lead Field Settings and click Custom Priority Question(s). You can select to add this field (visible) or make it a mandatory field (required). Click Save.

How to Add the Questions to the Waitlist Form

Go to Settings > Waitlist Forms > Select the form you'd like to add the custom questions to
Check the  You can also tick the box for   Click Save Settings