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https://maricopacc.atlassian.net/wiki/spaces/CF3/pages/2338979841

The RFI Form Block is a form that can be placed on a page to collect basic information from prospective students. This information gets fed into MCCCD’s D365 CRM system. You can use this form throughout your site as needed. You cannot modify the fields on the form.

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Info

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

  • UTM Campaign Code -  this is the unique identifier for a specific RFI marketing campaign.

  • RFI Form Action - this is the unique ID of the form to send data to.

If you do not have these codes, Before proceeding please contact the ITS CRM Team at dl-crm-team@apps.maricopa.edu to get them before continuingretrieve values needed to properly synchronize this form with D365 CRM.

  • Go to Structure > Block layout

  • Click the Place block button for the region, the recommended region is Content Bottom

  • Click the Place block button for RFI Form Block

  • Update the Title if desired

  • Add the RFI Form Action (see above)

  • Add the UTM Campaign Code (see above)

  • Update the Visibility Settings to display block on desired pages

  • Ensure the Region is set properly

  • Click Save block

  • Review your site to make sure your new block is appearing only on the intended pages.

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URLs for the Success and Thank You page need to be provided to Theresa from the ITS CRM Team at dl-crm-team@apps.maricopa.edu. Theresa will add the URLs inside of the D635 CRM platform the RFI forms send data to.

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Example: https://drupal.maricopa.edu/request-information/thank-you

Error

This is the page D365 CRM will forward students to if there is an error on their end while processing the data. One option is to place a message on the screen and add this page to the RFI Form block list of pages to display on.

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