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Step 1: Request for information + New family enrollment form setup

The "Request for information" and "New family enrollment" forms are used by families to create their account for your Parent Dashboard.

Manage your Request for information + New family enrollment forms via Step 1 of the Camper Setup Wizard.

What's the purpose of these forms?

Before families can access your enrollment form to enroll their campers, they must create an account for your Parent Dashboard. In order to create an account, parents must complete either the Request for Information and New Family Enrollment form for your database. 

Both forms collect basic information to create the family's account, but differ in where parents are directed after their account is created.

  • After submitting the New Family Enrollment Form to create a Parent Dashboard account, the family is immediately logged into their account and presented your enrollment form to complete.
  • After submitting the Request for Information Form to create a Parent Dashboard account, families are only presented a confirmation page but not logged into their account. If desired, families can login to their account later, but the idea is that your camp staff will manually follow up with the family before enrollment.

Viewing Both Forms

View each form by accessing their unique link based on your camp's CampSite URL.

Your CampSite URL is ______.campmanagement.com (where ______ is a unique subdomain assigned specifically to your camp). If you're unsure of what your CampSite URL is, look at the URL bar when you're logged into CampSite as an administrator.

For example, Camp Firewood's URL is campfirewood.campmanagement.com

  • To access your Request for Information form, type .com/info at the end of your CampSite URL (E.g. campfirewood.campmanagement.com/info)
  • To access your New Family Enrollment Form, type .com/enroll at the end of your CampSite URL (E.g. campfirewood.campmanagement.com/enroll)

If you still need help finding the right URLs, all URLs associated with your database were provided by your onboarding specialist during the initial onboarding phase.  

Customizing the Forms

Use the sidebar menu to navigate to different settings for these forms.

Form Setup

First, select the correct tab on the left sidebar menu depending on which form you want to edit.

For either form, you'll find the following settings:

  1. Customize the Header Text that displays at the top of the form
  2. Customize the questions that are asked on the form
  3. Apply additional settings
  4. Save your changes to the form

Note that there's no preview function for these forms. To see how the forms appear, visit the actual forms by following the appropriate links.

Header Text

Customize the header area of the form by adding custom text. This can be used to provide useful information, instructions, etc. that you wish to present to families at the very top of the form (before they start filling out questions).

Type content into the textbox and use the toolbar to format the content as needed (e.g. embed images, links, change font colors, etc.)

Section order

Both forms comes with built-in questions that are organized into specific sections.

Here, you can customize the order in which each section of questions displays on your form. You can also control whether individual questions are mandatory and/or appearing on the form.

  1. Click + drag to rearrange the order in which each section of questions appears on the form.
  2. Double click to expand a section and customize the individual questions within that section.
  3. Enable/disable an entire section of questions by changing the "Active" status for the section.
    • To edit, double click the current Yes/No setting, change it as needed, and click Ok to save.
    • "Yes" = the section of questions is actively displaying on your form.
    • "No" = the section of questions is not displaying on your form.
  4. Save any changes made on this page

Manage Individual Questions

When you expand a question section, CampSite will display the names of the built-in questions that exist within that section.

Note that you cannot edit the actual wording of the built-in questions on this form.  You can, however, rearrange questions, make certain questions mandatory, or remove certain questions from the form by making them not active.

  1. Click + drag to rearrange the order in which each question appears on the form.
  2. View the name of the question.
  3. Manage whether the question is mandatory.
    • Double click the current "yes" or "no" setting to edit as needed.
  4. Manage whether the question is actively displaying on your form.
    • Double click the current "yes" or "no" setting to edit as needed.

Note that you can also add additional custom questions, beyond those that are built-in, using the correct tabs on the left sidebar menu.

Additional Settings

  1. Select which one of your saved Family E-mails should be sent every time a family submits the form
  2. Select whether to include the family's Parent Dashboard login credentials in their submission confirmation e-mail
    • This setting only applies to the Request for Information form. Credentials are always attached to the confirmation email for the New Family Enrollment form.
    • If no, parents will have to contact your camp and have an administrator issue a password in order to access the Parent Dashboard.
    • If yes, parents will receive their credentials within the confirmation email so they can access the Parent Dashboard without an admin's help.
  3. For camps using our Text Messaging module, select whether to ask parents to opt-in to text messages when creating their account
  4. Save any changes made on this page

Add Custom Questions

You can add your own custom questions to these forms by creating Family and/or Camper Questions, via the left sidebar menu.

Family Questions will be asked only once (for the overall family), while Camper Questions are asked once per camper.

  • Remember that families only complete your Request for Info or New Family Enrollment forms one time (to create their account initially), so they'll only answer your custom questions one time as well.
  • If you have questions that need to be filled out every time a camper enrolls, they should be created as Enrollment Questions on Step 8 of the Setup Wizard instead.
  1. Select family or camper questions
  2. Add a new question
  3. Click + drag to rearrange the order in which questions appear
  4. Edit an existing question by double clicking the current question text, making your changes, and then clicking Ok to save.
  5. View the response type for the question. To edit, click once.
  6. View whether the question is mandatory. To edit, double click the current Yes/No setting, make your changes, and click Ok to save.
  7. View whether the question is actively displaying on your form. To edit, double click the current Yes/No setting, make your changes, and click Ok to save.
  8. Permanently delete a question
    • Questions cannot be deleted if they've already been answered. Instead, make the question not active to remove it from your form without permanently deleting it.
  9. Save your changes

Note that in order for your custom Family or Camper questions to appear on the form, you must make those sections active under the "section order" settings for the form.

CAPTCHA

Configure your "CAPTCHA" settings for both forms. Enabling CAPTCHA will prevent automated or 'spam' submissions of either form. This should be set to 'No' unless your camp is receiving spam submissions. CampSite's CAPTCHA uses Google's latest reCAPTCHA technology.

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