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.
...
| Info |
|---|
You will need the following CRM codes to create your form:
If you do not have these codecodes, 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 <Term is not provided by the CRM team, it is an optional marketing value that can be used to filter Leads in CRM. The CRM team can provide the code for an existing CRM campaign, or the content editor can create their own Campaign and enter the code here if they have CRM bulk email privileges.>
Add a Thank You Message and Redirect if desired <might be nice to explain what the user will see if neither of these are populated>
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.
...