Common school forms and what to put on each

Modified on Sat, May 16 at 6:24 PM

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
  • Email
  • 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
  • Email
  • 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
  • Email
  • 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
  • Email
  • 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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