Contact and Registration Forms and Surveys
Common school forms and what to put on each
Quick answer: Most schools need four core forms: a tour request, a general inquiry, a newsletter signup, and an event registration. Each has a typical field set and a typical follow-up workflow.
Tour request form
The single most important form for most schools. Purpose: capture qualified prospective families who want to see the school.
Suggested fields:
- Parent first name and last name
- Phone
- Child's name (or names, if multiple)
- Child's grade level interested in (dropdown)
- Preferred tour date / preferred contact method
- How did you hear about us? (dropdown — used for marketing attribution)
- Any questions or topics they want to cover
Follow-up automation:
- Auto-acknowledge with a confirmation email that includes a link to schedule
- Tag the contact with
tour-request - Notify your admissions team via email
- (Optional) Add to an admissions pipeline as a new opportunity
General inquiry form
For prospective families who aren't ready to tour yet but want information.
Suggested fields:
- Name
- Phone (optional)
- Child's age or grade level interested in
- Question or message (multi-line text)
Follow-up automation:
- Auto-acknowledge with a "thanks for your interest" email
- Send an informational email with key links (programs, tuition, application process)
- Tag the contact with
inquiry - Add to your newsletter list (with consent — see the newsletter form below)
Newsletter signup form
For people who want to stay in the loop but aren't ready to inquire about enrollment.
Suggested fields:
- First name
- Interests (optional checkboxes — "events", "admissions updates", "school stories")
Follow-up automation:
- Tag the contact with
newsletter-subscriber - Send a welcome email confirming the subscription
- Include an unsubscribe link in every future newsletter
Event registration form
For open houses, info sessions, summer programs, and other events. Often this is a separate form per event.
Suggested fields:
- Name
- Phone
- Number of attendees
- Child's name(s) and grade (if relevant)
- Any special requirements (dietary, accessibility)
Follow-up automation:
- Auto-acknowledge with event details (date, time, location, what to bring)
- Tag with the specific event (
open-house-fall-2026) - Send reminder emails 1 week and 1 day before the event
- Send a thank-you email after the event with a "next step" call to action
Other forms worth considering
- Re-enrollment intent form — early in the year, ask current families if they plan to return.
- Referral form — let current families refer friends, with a thank-you incentive.
- Job application form — for prospective staff and teachers.
- Volunteer interest form — for parents or community members who want to help.
- Donation form — for fundraising campaigns.
Tips
- Start with the tour request form. It's the highest-impact form for most schools.
- Don't over-ask. Every required field reduces completion. A tour request form with 5 fields will get more submissions than one with 15.
- Tag everything. Tags are how you'll later segment, filter, and message specific groups.
Related articles
- How to create a contact form
- Attaching a form to a calendar booking
- Embedding forms on your website
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