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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

Info

You will need the following CRM codes to create your form:

  • CRM Form ID (required) - this is the unique identifier for a specific CRM web inquiry form

  • CRM Marketing Campaign Codefrom CRM (optional) - Marketing Term Code (optional, not CRM specific) -  this is the unique identifier for a specific CRM marketing campaign. If you have CRM bulk email privileges, you can also create your own campaign code.

If you do not have these codes, contact the ITS 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 (see above)

  • 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 if desired (see above)

  • Add the Term if desired. This is a marketing value that can be used to filter Leads 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>

  • Add a Thank You Message. If one is not entered, the following will be used:

Info

Your request has been submitted.

A Maricopa Community Colleges representative will be contacting you soon.

For urgent questions regarding your Student Center account, enrolling at a college, registering for a class, transcripts, fees, tuition, or financial aid, please contact the Maricopa Contact Center at 480-784-0999.

We look forward to speaking with you!

  • Add a Redirect if desired. If a URL is entered (external or internal), this is where the user will be redirected to after submitting the form. If nothing is entered into the Redirect field, the user will remain on the same page with the contents of the Thank You Message field displayed in place of the from.

  • Under Region Settings, set the default theme drop-down to the region you wish the CRM Form Block to appear on the page. We recommend placing the block on a page in one of the content regions. Sidebars will work, but it is not recommended.

  • 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.

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