Feesable + Funnel Integration
Funnel and Feesable work together to help your school reach it’s enrolment goals. With this integration in place you will have the perfect combination of easy-to-use tools to help your school generate, nurture and manage enrolment enquiries.
The Feesable Fee Calculator offers a simple and meaningful experience to help parents work out school fees, and at the same time generates valuable enrolment enquiries for schools, which ultimately helps to boost enrolments.
These enrolment enquiries, or leads, need to be managed well, that’s why Funnel provides the perfect companion product for Feesable.
Nurture every family from awareness to admission, with Digistorm’s leading school customer relationship manager (CRM), Funnel. Funnel streamlines your entire admissions journey, leaving you with more time to focus on what really matters — building your community. With CRM functionalities built specifically for schools, seamless online enrolment forms, event management, lead tracking, and reporting, Funnel is your all-in-one solution.
This integration is a simple one-way push of data from Feesable > Funnel. It is triggered at the time of a new Fee Estimate on Feesable, at which point the data is sent to Funnel. User data is not sent the other way – data is not sent from Funnel > Feesable. Feesable may store data based on submission or query (look up) data in Funnel to check if it already exists, but otherwise no new data is sent back to Feesable.
This will depend on how you wish to setup the integration and how Funnel is setup for you. We recommend that you specify the Enquiry Source as “Feesable” or if enabled you can post a new note in the Activity stream for that lead with details on the fee estimate.
No. Funnel will always be the ‘Master’. So if a new fee estimate is submitted by an existing record in Funnel, Feesable will not overwrite or undo any work you may have done on that record.
Feesable will send all the relevant lead and parent/guardian information to Funnel including contact details, grade information and ‘start year’. At this stage, the Fee Estimate data will not be sent to Funnel. This may be optionally available in the future.
If you are ready to setup your Feesable + Funnel integration for your school, please complete the form and check ‘Get started…’.
If you have more questions or are keen to learn more, please get in touch and we are happy to discuss further.