Success Story
Industry
Nonprofit
Harmony Public Schools Boost Leads and Referrals With FormAssembly
4+ hours per week
manual data entry saved
900+ referrals
and leads processed within first month
5500+ leads
from new referral form in first month (previously zero)
Overview
Harmony Public Schools are a Texas-based, tuition-free charter network. 67% of students on its campuses come from economically disadvantaged backgrounds, and over 70% of students attending college after graduating from HPS are the first to attend college in their families.
Finding candidates for Harmony Public Schools — let alone registering them, matching them to a campus, and managing personal data along the way — is no easy feat for basic forms and data collection methods. That’s why they turned to FormAssembly.
Challenge
After trying Google Forms for various data collection needs, Harmony Public Schools were overrun with data difficulties.
Lengthy forms were cumbersome for people using their forms. The slightest typo would cause records to be off, affecting candidates from being matched with a campus. And behind the scenes, it was difficult for systems to talk to one another, leading to hours of manual work each week for processing and sorting records.
Harmony Public Schools knew they needed a better data collection experience and smarter ways to process and automate the data going into their systems. That led them to FormAssembly.
“We can create a Google Form, but the processing time will be much greater on the other end.
With a solution like FormAssembly, we get integrations. We get matching records. We get user friendliness. We get analytics and reporting.”
Solution
Harmony Public School’s challenges were no match for FormAssembly’s Salesforce integration and customizable forms.
HPS can now pre-fill forms using Salesforce data. In addition, they have custom-branded forms embedded on their website and logic that supports multi-part forms or redirects to additional forms as needed, vastly improving the experience for families filling out their forms and ensuring data is automatically accurate and matched behind the scenes.
For the first time, HPS also has a lead-capture form right on their website. With custom logic built in, it automatically notifies the appropriate recruiters and staff when filled out. As a result, leads have scaled up while time spent with manual processing has scaled down.
“Leads didn’t have a form — we relied on calls. Now we have an embedded form that goes to the recruiter directly.
Other charters often have difficulty with lead generation. Having that lead form on the website for families to get information is very helpful.” – Director of Enrollment Management
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