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How do I customize the Prospect sign-up form?
How do I customize the Prospect sign-up form?

Collecting prospect data to help with data analysis.

Camille Vironda avatar
Written by Camille Vironda
Updated over a week ago

Data Collection on Sign-up

Now you can collect more data from your prospective students when they sign up to chat with your Unibuddy Ambassadors.

What data can be collected?

With our custom sign-up fields, you can now collect data that is relevant to your institution such as Date of Birth, Postcode, Gender, Graduation Date, etc.

You will have full control over which data you collect and in which format you collect it, allowing you to nurture your Unibuddy leads more effectively, and improve the quality of your reporting.

How can I customize the prospect signup form?

On top of the default custom fields, you can add up to three (3) additional fields using the steps below:

  1. Log into your University Dashboard.

  2. Click on the Customization tab on the navigation bar.

  3. Select Prospects from the drop-down menu.

  4. In the Add new field section, add the field name/type, and then click Create Field.

Where can I see this data?

Data collected from your custom sign-up fields will appear as new columns in your Prospect table in your University Dashboard. You can export the data and upload it to your CRM or inquiry management system - enabling you to tailor your communications even more.

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