How to share or assign a form

Last updated: July 24, 2026

Once a form is set up, you can distribute it three ways: share a public link, embed it on your website, or assign it directly to a student in your pipeline. Each method works for different scenarios — this article covers all three.

Once a form is saved, you can distribute it three ways: share a public link, embed it on your website, or assign it to a student in your pipeline. This article covers all three, plus what the student sees when you assign a form.

What it is

After you save a form, three distribution options are available. The first two live in Form Settings > Share Form; the third works from a student's profile.

Option 1: Share via link

Edvisor generates a public URL for every form, shown in Form Settings > Share Form > Share via Link. Click Copy Link.

Use a public link for lead capture — social media, email signatures, or marketing emails. Anyone with the link can submit the form, even without an Edvisor account.

Option 2: Embed on your website

The same Share Form section includes an Embed on your website snippet. Click Copy Snippet and paste it into your website's HTML.

Use the embed for lead-capture forms on your own marketing site, so students stay on your domain instead of being redirected to Edvisor.

Option 3: Assign to a specific student

To send a form to a student already in your pipeline:

  1. Go to Pipelines and open the student's profile.
  2. Click the Forms tab.
  3. Pick the form and assign it to the student.

Use this for collecting visa or passport information after a student is on file, asking a student to confirm or update details before booking, or any structured data collection from a known student.

What the student sees

When you assign a form, the student completes it from their student portal:

  • The email — the student receives an email with the form name and a link to their student portal.
  • In the portal — after logging in, the assigned form appears with their other portal content. They open it, see the fields you included (text fields, dropdowns, checkboxes, file uploads, signatures, and so on), fill it in, and submit.

What happens after a student submits

  • Their student profile updates with any standard student fields in the form. Existing values are kept, replaced, or appended based on the form's "If field value already exist" setting.
  • The full response (including custom Basic and Premium fields) appears in the form's Responses tab.
  • You receive an email notification confirming the submission.

Tips and common issues

  • Use Share via link or Embed for people not yet on file; use Assign to a student for someone already in your pipeline.
  • The response behavior (Append, Replace, or Skip) is set on the form itself. See How to create a form.

Related