Families & Students

How to find families behind on forms

Quick answer: Build a smart list filtered by form completion date with operator Is Empty.

Step-by-step

1. Open Contacts and click + Smart List.
2. Click Advanced Filters.
3. Search for the form's completion field (for example, "Emergency Medical Form completion date").
4. Set the operator to Is Empty.
5. Add a nested filter: tag Is the current academic year, to limit to enrolled families.
6. Click Apply.
7. Save as something like "Enrolled families missing Emergency Medical Form."

What to do next

• Send a bulk message to the smart list reminding families to submit the form, with a direct link.
• Schedule an automated reminder sequence (weekly until submitted) instead of sending manually each time.
• For families who don't respond to email, follow up by phone from the list.

Tips

• For per-student forms (like a health form), each student has their own completion field. A family with two students may show "complete" for one and "missing" for the other.

Related articles

• How to create a smart list
• How to send a message to multiple families