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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.

See an example RFI form block (login: Maricopa / Maricopa)

Instructions

Creating a RFI Form Block

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.

Before proceeding please contact the ITS CRM Team at dl-crm-team@apps.maricopa.edu to retrieve 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.

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

Adding Thank You and an Error page

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.

It is highly recommended to exclude these pages from your xmlsitemap so they do not show up in a Google search. This can be done while editing each node by expanding the XML Sitemap option and selecting Exclude.

Thank you

Customize a message to students, a starter example text is provided below.

<p class="lead">Thank you for your interest in YOUR COLLEGE! A representative will be contacting you as soon as possible.</p>

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.

<div class="alert alert-warning alert-dismissible fade show" role="alert">
  There was an issue with receiving your submitted data in our Request for Information system. Please give it a few moments and try again.
  <button aria-label="Close" class="btn-close" data-bs-dismiss="alert" type="button"></button>
</div>

Example: https://drupal.maricopa.edu/request-information/please-try-again

Updating or Deleting a RFI Form Block

Follow the instructions in Using Blocks for the following: