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Initial Set Up in EnrolHQ

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01

How to Set Up ANZ CyberSource

Add ANZ CyberSource to Your EnrolHQ Payment Settings How to Set Up ANZ CyberSource on EnrolHQ This guide will walk you through the process of setting up ANZ CyberSource as …

02

How to Record Conversions Using Google Tag Manager

Tracking Conversions with Google Tag Manager in EnrolHQ EnrolHQ uses JavaScript to handle page views and form submissions without full-page reloads. This means you can’t track conversions with page URLs …

03

How to Set Up NAB Gateway

Add NAB Gateway to Your EnrolHQ Payment Settings How to Set Up NAB Gateway in EnrolHQ This guide will walk you through the process of setting up NAB Gateway as …

04

How to Set Up Email Salutations for Split Families

Create a Student Profile Category for These Families Go to Settings > School Details > Student Profile Categories Student Profile Categories In this example I have created a Student Profile …

05

Managing Data Safely and Respectfully

Introduction Managing enrolments for families where parents are separated, divorced or share custody requires extra care to ensure data privacy and prevent conflict. EnrolHQ is designed to support these situations, …

06

How to Verify Your Application Form Before Go Live

Preview Your New Application Form EnrolHQ provides the ability to preview your form without having to fill out a “dummy” application. Settings > Form Fields When you select the Preview …

07

User Column Customisation System and Individual

All Users Field Customisation Link to all Table Columns / Tabs If you want to standardise all the User fields within your EnrolHQ you can do this by going to …

08

How to Integrate EnrolHQ With Google SAML-based SSO

Using Google SAML-based SSO for EnrolHQ Login With more international schools coming onboard, we recognise the need to offer a path to setting up Google SAML-based SSO with EnrolHQ. The …

09

How to Set Up Your NAB for Transact

NAB Transact Details Your NAB Transact Login You can access NAB Transact from the login menu on the nab.com.au homepage. Simply select NAB Transact from the drop-down menu, click Login …

10

How to Add Users in EnrolHQ

User Management Roles and Permissions You must have Admin Permission to be able to complete this task. If you have a diverse level of permission requirements within your organisation, you …

11

How to Set Up Your Stripe Payment Gateway

Stripe Payment Gateway Set Up Step 1: Setup or Login to a Stripe Account If you don’t have an existing Stripe account, setting one up is fast and straight forward. …

12

How to Set Up Your Westpac / St George Payway Details

Westpac / St George Payway Setup Note. We’ve used St George screenshots but Westpac is the same. Getting an account​ If you need to sign up for a Payway account, …

13

How to Set Up Your Commonwealth Bank Payment Gateway

Add BPOINT to Your Payments Ecosystem Please see below for BPOINT instructions. See the User Permissions dropdown, check that has API inside BPOINT, if not you will need to get …

14

How to Set Up Dual Signature Workflows

How To Set Up Dual Signature Workflows For any separated or divorced families EnrolHQ offers a split signature process for application form, offer and custom forms. Using this feature, the …

15

Available Banks for Online Payments

Set Up Online Payments EnrolHQ integrates with CommBank, NAB, St George, BoQ, ANZ via Fat Zebra and Westpac to collect credit card payments. We also integrate with Stripe. Please speak …

16

Set up EOI/Scholarship Form

Customisation To edit the text in the Expression of Interest/Scholarship form step labels go to Settings > Customisation > Enrolment Application and Expression of Interest forms Remember to save after …

17

Set Up the Application / Enrolment Form

Make Sure Your School’s Basic Information is in Place Please read the step by step instructions here: Initial setup in Settings If you are copy/pasting content from a PDF, Word …

18

Set Up Email Authentication

Set Up Email Authentication The EnrolHQ system will be sending automated emails to future parents on behalf of your school. To send emails from an email address such as registrar@school.state.edu.au …

19

Email Signatures

Creating a New Signature Every email template has an ‘Email Signature’ dropdown that allows you to select the email signature used. Sometimes it is necessary to sign off as the …

20

How to Integrate EnrolHQ With Studentnet Cloudwork to provide SSO

How-To: Integrate EnrolHQ With Studentnet Cloudwork to Provide SSO If your school uses Studentnet Cloudwork, you can now configure EnrolHQ SAML Settings to allow staff to log-in with their Cloudwork …

21

How to Integrate EnrolHQ With Microsoft Entra (previously Azure) Active Directory SSO

How To: Integrate EnrolHQ With Microsoft Entra (previously Azure) Active Directory SSO School Staff users of EnrolHQ (Registrars, Finance, IT Admins) can now use their Microsoft Entra (previously Azure) AD …

22

How to Add Google Tag Manager

Add Google Tag Manager to EnrolHQ Note: This set up requires an advanced understanding of analytics and conversion tracking. Background Google Analytics is a tool to record visits, UTM tags, …

23

Initial Communication Templates the School Must Provide

Initial Communication Templates the School Must Provide As part of setting up a new EnrolHQ client, we help you create your templates for email communication with parents. Once configured, the …

24

Create a Sub-Domain

Create a Sub-Domain Please decide on a subdomain for your instance. Common examples are enquiry.schoolname.wa.edu.au or enrol.schoolname.wa.edu.au. Ask your IT team to create a CNAME record for the subdomain you …

25

Initial Setup in Settings

Initial Setup in Settings This article is found here: School Details