Articles on: CRM - Customer Service Management

How to create a registration portal

A registration portal allows you to send prospective students to a registration form page. Once the student completes the form, the information will be stored under the CRM section for student enquiries. You can use this list to email prospective students.


How to customize the registration portal


The registration portal has 3 sections to customize.


  1. Registration Form Design


  • Go to tools > settings
  • Click on the registration form tab




Go through each setting option to suit your school. Be sure to adjust these 5 setting options below for the best results.


  • Page Favicon
  • Descriptions
  • Background Image
  • Attach terms & conditions
  • Status (turn Active when ready)


You can add your terms and conditions (URL link) on the attach terms & conditions section.




Registration form example


  1. Registration Forms Questions


To edit the answers to the learning purpose section or the enquiry source (How did you find us?)


Go to tools > settings and click on the tools tab



  1. Registration Logo


Add your school logo and edit your school name if needed.


To add your logo, go to tools > school information > campus and click edit to see upload logo.


  1. Show/Hide for basic information


you can turn on the items to help you to collect the related information from the registration form, and you can also set them as required fields by turn on the one with a star sign.


  1. Add additional fields


To add more fields to your regisrtration form, please go to Tools>Add additional fields to set up it.

How to use Add Addtional Fields: (link)



Can I use my own web domain name instead of ayotree.com for the registration url?


Yes. Please see custom services for additional information.


How to remove ayotree branding


White Label Service Link https://www.ayotree.com/custom-services/




Can you email prospective inactive students?


--No, schools cannot send emails to inactive students.



Updated on: 21/06/2022

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