Description of form.
Instructions
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A CRM campaign must be created before you can use this CRM form. |
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The CRM Form Block is a form that can be placed on a page to to collect basic information from prospective students. This information gets fed into MCCCD’s CRM system. You can use this form throughout your site as needed. You cannot modify the fields on the form. The fields on the form cannot be modified.
See an example CRM form block (login Maricopa / Maricopa)
https://crm-mccd-drupaldot.pantheonsite.io/info
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Instructions
Creating a CRM Form Block
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You will need the following CRM codes to create your form:
If you do not have these code, contact the CRM Team at dl-crm-team@apps.maricopa.edu to get them before continuing. |
Go to Structure > Blocks > Add CRM Form Block
Add a Block Title if desired. This will display on the page above the form
Add the CRM Form ID provided by the CRM Team
Add the Form Title to display at the top of the form
Select your college as the Default College. This pre-fills the Preferred College drop-down with your college
Add the Campaign Code and Term provided by the CRM Team
Add a Thank You Message and Redirect if desired
Update the Visibility Settings as described in Using Blocks
Click Save block
Review your site to make sure your new block is appearing only on the intended pages.
Updating or Deleting a CRM Form Block
Follow the instructions in Using Blocks for the following: