Description of form.

Instructions

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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

• 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:

• Configuring an Existing Block

• Changing Block Order

• Deleting a Block