Auto-Generate IDs on the Enroll Form
To trigger auto-generated IDs to generate en masse on the Enroll Form, you should use the ID# field in the form settings. Follow these steps to set up an auto ID:
Step 1 - Access Enroll Form
Access the Enroll Form by going to My Company --> Forms --> Enroll Form.
Step 2 - Find Section
Find the Section you need to add the field to (under Account Info, Enrollee Info, or Program Selection). After the default fields, click the plus button, and a list of the field elements will appear.
Step 3 - Add Field Element
Enter the label name and choose "ID" from the options. Click "Add" to add the field.
Step 4 - Toggle on ID Setting
In the Field Settings, switch the toggle at the bottom of the ID# field settings to the "on" position, to enable auto-generated IDs. This will automatically generate unique ID numbers for each enrollment.
How to Generate an ID for Those Already Enrolled
Those who are already in your system will not be given an auto-generated ID, so you will need to go in and assign them their ID number manually. If you have an account where someone is already enrolled and needs a Student ID, follow these steps:
Follow the instructions above to create an ID field.
Go to the Customer's account by searching for their name or email address in the search bar.
Depending on which section you added the field, do one of the following:
If you added the field under Account Info section of the Enroll Form, select the "Account" tab at the top.
If you added the field under Enrollee Info section of the Enroll Form, select the "Enrollee" tab at the top.
Click the "Save" button, which resets the account and assigns an ID number.
How to Include the ID in the Enrollment Confirmation Email
Select the "Include in Primary Account Holder Confirmation Email" switch within the field settings. This will populate the Account ID in that confirmation email for them.
