How to create a form

Last updated: July 24, 2026

Forms collect information from new and existing students — lead capture for new contacts, data collection for students already in your pipeline. Build a form by dragging fields, then configure how submissions are handled in Form Settings. Submissions auto-fill or update the student profile when standard student fields are used.

Forms collect information and documents from new and existing students. When someone new fills in a form, Edvisor creates a student profile for them. When an existing student fills it in, their profile is updated. You build a form by dragging in the fields you need, then set how submissions are handled.

What it is

A form in Edvisor captures information from students. When someone new fills it in, Edvisor creates a student profile in your pipeline. When an existing student fills it in, their profile updates. Forms live under Settings > Recruitment > Forms.

Create a new form

  1. Go to Settings > Recruitment > Forms.
  2. Click + Create New Form. The form builder opens with two tabs: Build Form and Form Settings (a Responses tab appears once submissions come in).

Build Form: pick the fields

The Form Elements panel on the left has three categories. Drag any element into the form area on the right, and reorder by dragging.

  • Student — the standard student-profile fields: First Name, Last Name, Email, Preferred Name, Gender, Phone Number, Date of Birth, Home Address, Nationality, Current Location, Passport Number, Current Passport Number, Visa Type, Visa Expiry Date, Visa Country, Secondary Contact, Desired Destination, Desired Schools, Desired Programs, Desired Start Date, Desired Duration of Study, Accommodation Preference, and Budget. When a form using these fields is submitted, Edvisor fills them in for new students or updates them for existing students.
  • Basic — general fields for data that does not map to a profile field: Text Field, Email, Text Area, URL, Number, Phone Number, Address, Date/Time, Day, Checkbox, Time, Select Boxes, Select, Radio, File, and Button.
  • Premium — Signature.

Use Preview Form (top right) at any point to see what the student will see.

Form Settings: how the form behaves

Information

  • Name (required) — appears in the Forms list and in the form URL.
  • Post Submission Message — the text shown after a successful submission (a thank-you note or next steps).

New Students

When a submission comes from an email that is not yet on a profile, Edvisor creates a new student. Four dropdowns control where they land:

  • Office for new students created from the form.
  • Default pipeline for new students.
  • Default pipeline status.
  • Assign new students to — the team member who becomes the assigned counsellor.

Existing Students

When a submission matches an existing profile and includes fields that already have data, the setting "If field value already exists, what should happen?" controls the behavior (this applies to the whole form, not per field):

  • Append Value — keep the existing value and add the new one.
  • Replace Value — overwrite the existing value.
  • Skip — ignore the new value and keep what is on the profile.

Notifications

The setting "Notification when form is submitted" controls who gets emailed:

  • Team member assigned to the student.
  • Agency admin.
  • All team members.

Save

Click Save (top right). The form is now ready to share — the public URL and embed snippet are in the Share Form section just below. See How to share or assign a form.

View form responses

After a form is submitted, you can see the responses in two ways:

  • From the student profile. Open the student's profile and go to the Forms tab to view that student's response.
  • From Settings. Go to Settings > Recruitment > Forms, open the form, and go to the Responses tab to see all responses for that form.

Coming soon: you will be able to download form responses directly from Edvisor.

Tips and common issues

  • Use the Student fields whenever possible so submissions auto-fill or update the student profile.
  • Give each form a clear Name — it shows in the Forms list and the URL.
  • Preview before sharing to confirm the student experience.

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