MS – ST – Webforms

In this step-by-step lesson, you’ll learn how to create and manage three types of webforms in TEAMS — Enquire Now, Apply Now, and Become an Agent — which can be embedded on your website to capture leads, applications, and agent partnership requests directly into the system.

You’ll learn how to:

• Access and understand the Webform Welcome Screen and listing grid.
• Create new webforms and assign details such as Form Name, Form Type, and Active Status.
• Configure specific forms for students or agents using options like Default Agent and Campus Selection.
• Link programs, units of study (UoS), and subjects to your webforms through the Preferences dropdown.
• Design and customise form fields, including Terms and Conditions, Student Declaration, and Agent Declaration.
• Preview and finalise the form layout before publishing.
• Copy the generated form link and embed it on your website behind buttons such as Apply Now, Enquire Now, or Become an Agent.

By the end of this lesson, you’ll know how to create fully functional, branded webforms in TEAMS that automatically feed data into your Marketing Dashboard for efficient lead and application management.

IMPORTANT: Once your webform has been created, remember to copy its link and embed it on your website in the locations where you want it to appear.