Student CRM

Learn how to use Student CRM web forms on your website

How web forms work

All About Web Form Builder

See who can do what in the Web Form Manager app

Web Form Builder Permissions

Dom Yeadon

Steph Stevens

Laura Montgomery-Hurrell

Used to control how each web form looks and behaves when students complete them, and to optimise competion rates

Web Form Builder

Watch the video to learn about the Web Form Builder app (Part 1)

Video Course WFB-T1 for the Web Form Builder app (Part 1)

Watch the video to learn about the Web Form Builder app

Video Course WFB-T2 for the Web Form Builder app (Part 2)

How do I create a new DIY form?

Choose how you will use the web form - embed it or open in a new page.

Using the web form on your web page

How to add common questions, such as "what is your course of interest?", in Web Form Builder

Common form elements and how to create them

How can I clone a web form?

Amending and Republishing a DIY form

How to collect clean UK and international addresses with real-time lookups.

Address lookups

Web Form Templates

Collect the link where students host their PPT, PDF or video portfolio

Student portfolio

Update consent packs or tracking on a live managed form

Changing the consent or tracking on a managed web form

How to update each student's stage based on an answer they give in your web forms

Assigning Stages with a web form

Use this simple checklist to ensure your web form works perfectly before you publish it.

Checklist - publishing your web form

Web Forms Glossary

Getting Started in Web Form Builder

How to ensure your students can fill out their address even when Delivery method is hidden

Prospectus Request Forms - Setting up hidden Delivery Method with an Address Block

If you need to put something different than the default messages for required fields, this is how

Changing the "Required" Messages on your form

How to use the signpost item to make your web forms even more dynamic

Signpost item in web forms

How to add basic CSS into your Web Forms and Events Calendars (beginner level)

CSS cheat sheet

Collecting non-standard data using customisable fields

Custom Fields - How, what, huh? (Advanced)

You can only name your custom fields once in Web Form Builder and then they get locked.

Custom Field titles - why they get locked

How to create conditions for displaying items in web forms only when you want them to appear.

Conditional items in web forms

When using Conditions to display an item in a web form, can you use the operators 'is less than' or 'contains' etc?

Conditional items in web forms - available operators

Building more complex forms

Requires user access to Web Form Builder in Student CRM and a Zuko account.

How a user adds Zuko tracking to a form

How a little bit of thought goes a long way

Are your web forms friction-free?

Some useful but not-so-obvious features you will love

Web Form Goodies

How Student CRM complies with W3C guidelines

Accessibility standards

Use popular analytics tools to gain insight on your web forms

Adding a new Tracking Code in Web Form Builder

How to keep PIAs, GDPR compliance and other metadata on your form

Adding Locations, Notes, and Documents to a Web Form

For Student CRM web forms you will use JavaScript

Embedding a web form using a CMS

Get alerts each time a form receives a submission

Student CRM Web Form Notification Email

If you can see this lil' fella, something's amiss

Four-o-form error page