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.

Instructions

Creating a CRM Form Block

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 UTM values (optional) - 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 > Block layout > Add Custom Block
Click CRM Form block in the list of custom block types.
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 UTM values if desired (see above)
Edit the Thank You Message as desired for the confirmation.

Or enter a Redirect. 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.
Click Save block
Place your CRM Form block as you would place any custom block on the site.
CRM Form blocks can also be placed in the 2/3 Header, 1/3 View paragraph type used in landing pages.