Setting up/Updating the Site and Registration Flow
- Administrator
- Jul 25, 2024
- 6 min read
Updated: Mar 10
To make registration smooth for users and to ensure that we’re able to catch every info at a timely manner, we use these 3 applications:
- Wix (our website)
- Jotform (enrollment and payment forms)
- Google Sheet (tracker for student support reps)
We adjust the registration flow for the following reasons:
Updating the Early Bird Pricing as Scheduled We lessen the early bird discount we've applied in our programs every week as we approach an upcoming program's Day 1.
Updating Limited Spots Left Programs tend to fill up at the end of each campaign season. We make sure that the number of remaining slots is explicitly stated on the site and registration forms.
Updating Site for New Programs In the middle of each season, we start adding new programs on site.
Updating Site for Cancelled/Delayed Programs Programs tend to be cancelled when there are not enough students to cover a class. Refer to the checklist to ensure all elements are updated.
Setting up a well-structured enrollment and payment system for Movers and Shakers is important for ensuring administrative efficiency. Most importantly, a robust system provides our students with a positive and seamless experience, contributing to their overall satisfaction and engagement with our dance programs.
The current registration and payment system was created using Jotform. This SOP will discuss in detail how the system was created.
The Post-Purchase Registration-Payment-Upsell Flow
This workflow illustrates a user's pathway through the registration flow and serves as the primary reference for the system design. (Please take note in Aug 2024, we added Friend Referral and Student Interview form to the flow.)
Below are the forms used in the registration flow:
Post-purchase Reg Flow MaS Enrollment (regular lead capture, no upsells yet)
Post-purchase Flow MaS Payment (regular payment, no upsells)
Post-purchase Payment MaS Upsell (TY page goes to 101 upsells)
Post-purchase Payment MaS Upsell (for two 101s)
Post-purchase Flow MaS Upsell (offer 101 discount)
Post-purchase Flow MaS Upsell (offer practice)
Below are the integrations to setup and connect to Jotform:
Jotform to Zoho CRM
Jotform to Google Sheets
Zapier
Updating/Editing Registration-Payment-Upsell Flow
Watch the virtual shadowing videos below to learn more about updating the site and registration flow.
