The CRM 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 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)

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 (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 if desired (see above)

• Add the Term if desired. This is a marketing value that can be used to filter leads in CRM

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

• 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.

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