Embedded Files
We are in the process of a makeover. You may occasionally see our old Operoo logo as we fully transition to Forms & Flows.
Review and Complete Next Steps from Training
Review and Complete Next Steps from Training
1) Review eForms and Prebuilt Templates
1) Review eForms and Prebuilt Templates
During training you started building your first eForm. Below are some refresher videos and an article that can help you with the editing and completion of your eForm(s). You can either create an eForm from one of our many best practice eForm templates or start from a blank eForm as seen in the videos below.
During training you started building your first eForm. Below are some refresher videos and an article that can help you with the editing and completion of your eForm(s). You can either create an eForm from one of our many best practice eForm templates or start from a blank eForm as seen in the videos below.
How to Create an eForm using a Best Practice eForm Template
How to Create an eForm using a Best Practice eForm Template
How to Add an Operoo Best Practice Template for Admins.mp4How to Create an eForm from Scratch
How to Create an eForm from Scratch
F&F_Adding an eForm.mp4What Question Types are Available on Forms & Flows (formerly Operoo)?
What Question Types are Available on Forms & Flows (formerly Operoo)?
2) Do you need to create additional Groups?
2) Do you need to create additional Groups?
Based on the files you have chosen to upload, certain Groups will automatically be created allowing you to perform certain actions. Below are 2 tables showing you what Groups will be created and what actions you can perform based on the files you have chosen to upload.
Based on the files you have chosen to upload, certain Groups will automatically be created allowing you to perform certain actions. Below are 2 tables showing you what Groups will be created and what actions you can perform based on the files you have chosen to upload.
We highly recommend you upload the files required for the Best Experience. Please refer to Phase 2 - Step 3 to see which files are necessary for the Best Experience and how to upload them to Forms & Flows (formerly Operoo).
We highly recommend you upload the files required for the Best Experience. Please refer to Phase 2 - Step 3 to see which files are necessary for the Best Experience and how to upload them to Forms & Flows (formerly Operoo).
Should you need to create tailored Groups not covered above, watch the following videos:
Should you need to create tailored Groups not covered above, watch the following videos:
3) Optional** Schedule a follow-up meeting to go over any questions before your rollout.
3) Optional** Schedule a follow-up meeting to go over any questions before your rollout.
We know that rolling out a new platform is a big step, feel free to set up another session to go over any other questions or workflows that you want to set up up before rolling out Forms & Flows. Click on your CSM's name below to schedule a meeting.
We know that rolling out a new platform is a big step, feel free to set up another session to go over any other questions or workflows that you want to set up up before rolling out Forms & Flows. Click on your CSM's name below to schedule a meeting.
***If you Enable your eForm before you Enable Messaging for Parents, the eForm will not start sending out until the latter is completed. We highly recommend you only Enable an eForm once you are absolutely ready to have it start sending out to Parents and Guardians or wait until Phase 3 - Step 2.
***If you Enable your eForm before you Enable Messaging for Parents, the eForm will not start sending out until the latter is completed. We highly recommend you only Enable an eForm once you are absolutely ready to have it start sending out to Parents and Guardians or wait until Phase 3 - Step 2.
Page updated
Report abuse