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Configuring intake forms

Last updated 2026-06-08

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At a glance

  • Who uses it: School administrators.
  • When to use it: During setup, when adding a new referral pathway, or when a referral type needs different questions.
  • Permissions required: Administrator.
  • Navigation path: Administration → Intake forms.

Purpose

Intake forms are the public submission points that become referrals — and ultimately cases — inside AmplifyED. Each form has its own URL, audience, and field set, so you can tailor what you ask of a teacher versus a parent or a student.

Form types

  • Student intake (/intake/<slug>) — designed for students or parents, with a FERPA notice and an academic-coaching framing.
  • Staff intake (/intake/<slug>/staff) — designed for teachers, admins, counselors, and coaches submitting on behalf of a student. Includes submitter role, urgency, and category fields.
  • Custom forms (/intake/<slug>/<form>) — additional purpose-built forms (e.g. behavior, attendance, family request) layered onto the same org slug.

Before you begin

  • Pick which referral pathways you want to expose publicly.
  • Decide who reviews each form's submissions (an admin queue, a specific facilitator, or the assignment-rules engine).
  • Confirm your branding is configured so the form matches your school identity.

Step-by-step

Create a new form

  1. Administration → Intake forms → New form.
  2. Pick a starting template (Student, Staff, Behavior, Attendance, or Blank).
  3. Give it a Display name (shown to submitters) and a Slug (appears in the URL).
  4. Configure fields — see Intake fields.
  5. Set Status to Published when you are ready to share the URL.

[SCREENSHOT: admin-intake-forms-list] Administration → Intake forms list with one Published Staff form and one Draft Student form.

Find the public URL

Open the form. The public URL is shown at the top of the configuration page. Format:

https://amplifyed.app/intake/<org-slug>/<form-slug>

For the default student and staff forms, the shorter /intake/<org-slug> and /intake/<org-slug>/staff links also resolve.

Unpublish

Toggle Status to Draft. The public URL begins returning a friendly "submissions paused" page. Historical submissions remain accessible inside AmplifyED.

Tips & best practices

  • Keep forms short. The most-used staff intake form at a typical pilot has 6–8 fields.
  • Use Urgency sparingly — if everything is "High," nothing is.
  • Pair each form with an assignment rule so submissions route automatically.

Common mistakes

  • Forgetting to publish — the URL returns a paused page and teachers think the system is broken.
  • Embedding the form in an LMS without configuring the honey-pot fields properly — bot submissions can leak through. (Honey-pot is on by default; do not delete the hidden website field from custom forms.)

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FAQ

Can I A/B test two versions of a form? Create a second form with a different slug and route traffic to one or the other from your website. Submissions land in the same case inbox.

Are submissions rate-limited? Yes. Public intake routes enforce IP rate limits and a hidden honey-pot field. Excess traffic returns a 429.

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