Capturing Leads & Waitlists

Which form do I use?

There are three forms you can use to capture leads & waitlists.

1) Lead Forms

2) Waitlist Forms

2) Long Waitlist Registration Form

You can use any / all methods on your company website or opt for one. See the following table to compare the differences:

Long Waitlist Registration Form (via the Parent Portal)	Waitlist Forms	Lead Forms
Account creation required i.e. username and password before submitting a waitlist request	No account creation required before submitting an enquiry	No account creation required before submitting an enquiry
3-step form with detailed information for carer to complete	Fewer fields for carer to complete than the long registration form, but includes mandatory fields such as child name, date of birth, start date, days required and referral source	Only requires name and email address. All other fields can be included and customised as required.
Form can not be embedded onto websites. You can paste a link on your website and parents must login before completing your form.	Form which can be embedded directly onto company websites	Form which can be embedded directly onto company websites
Not mobile-optimised	Mobile-friendly	Mobile-friendly
Long process	Quick and simple	Fastest possible lead capture process
Ideal for those who require leads to complete as much information as possible	Increase lead capture as no password needs to be created and email does not need to be verified	Maximise lead capture rates by minimising required fields
Automated and customisable email response	Automated and customisable email response	Automated and customisable email response
All requests are automatically marked as waitlisted	Incoming enquiries are automatically marked as waitlisted. However, administrators have the option of approving incoming enquiries and marking them as pending first.	Incoming leads go into the lead category and admin needs qualify the lead, gathering more information in order to add to waitlist.

How do I set up my forms?

1. To set up a Lead Form click here
2. To set up the Waitlist Form, click here.
3. To set-up the Long Waitlist Registration Form which parents access via the Parent Portal, see below.

Setting up the Long Waitlist Registration Form

When you create a Mywaitlist account, a unique URL (Internet link) will be created for you. You should place this link somewhere prominently on your website. If you are unable to update your website yourself, you may need to ask whoever built your website to do this for you. If you do not have a website, you can simply email this link to parents who wish to go on your waitlist.

Parents will then be able to create a username and password, submit a waitlist request and come back at any time to update their waitlist.

1. Click on the settings icon in the top right hand side of any page

On the left hand side menu you will find Long Waitlist Form tab, click on it. You will see a "Waitlist Link" for you to copy and paste onto your website or email to parents. Ensure that you have configured settings such as 'Booking Policies' and 'Additional Priority Questions'.