Web Form Builder

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

33 articles in this collection
Written by Steph Stevens, Dom Yeadon, and Laura Montgomery-Hurrell

How web forms work

Learn how to use Student CRM web forms on your website

Written by Dom Yeadon
Updated over a week ago

All About Web Form Manager

Written by Laura Montgomery-Hurrell
Updated over a week ago

Web Form Manager Permissions

See who can do what in the Web Form Manager app

Written by Laura Montgomery-Hurrell
Updated over a week ago

Getting Started in Web Form Builder

How do I create a new DIY form?

Have a new form ready to go in moments

Written by Laura Montgomery-Hurrell
Updated over a week ago

Using the web form on your web page

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

Written by Steph Stevens
Updated over a week ago

Common form elements and how to create them

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

Written by Laura Montgomery-Hurrell
Updated over a week ago

Amending and Republishing a DIY form

How to update your form with any changes

Written by Laura Montgomery-Hurrell
Updated over a week ago

Student portfolio

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

Written by Dom Yeadon
Updated over a week ago

Assigning Stages with a web form

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

Written by Dom Yeadon
Updated over a week ago

Address lookups

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

Written by Dom Yeadon
Updated over a week ago

Web Form Templates

How to use Templates in Web Form Builder

Written by Dom Yeadon
Updated over a week ago

Checklist - publishing your web form

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

Written by Laura Montgomery-Hurrell
Updated over a week ago

How can I clone a web form?

Quickly copy your best forms

Written by Laura Montgomery-Hurrell
Updated over a week ago

How do I edit a live managed web form?

Update consent packs or tracking on a managed form

Written by Steph Stevens
Updated over a week ago

Web Forms Glossary

The A-Z of using Web Form Manager

Written by Dom Yeadon
Updated over a week ago

Building more complex forms

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

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

Written by Laura Montgomery-Hurrell
Updated over a week ago

Changing the "Required" Messages on your form

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

Written by Laura Montgomery-Hurrell
Updated over a week ago

Signpost item in web forms

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

Written by Dom Yeadon
Updated over a week ago

CSS cheat sheet

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

Written by Dom Yeadon
Updated over a week ago

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

Collecting non-standard data using customisable fields

Written by Laura Montgomery-Hurrell
Updated over a week ago

Custom Field titles - why they get locked

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

Written by Steph Stevens
Updated over a week ago

Conditional items in web forms

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

Written by Dom Yeadon
Updated over a week ago

Conditional items in web forms - available operators

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

Written by Dom Yeadon
Updated over a week ago

Other questions

How a user adds Zuko tracking a form

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

Written by Laura Montgomery-Hurrell
Updated over a week ago

Are your web forms friction-free?

How a little bit of thought goes a long way

Written by Dom Yeadon
Updated over a week ago

Web Form Goodies

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

Written by Dom Yeadon
Updated over a week ago

Accessibility standards

How Student CRM complies with W3C guidelines

Written by Steph Stevens
Updated over a week ago

Adding a new Tracking Code in Web Form Manager

Use popular analytics tools to gain insight on your web forms

Written by Laura Montgomery-Hurrell
Updated over a week ago

Adding Locations, Notes, and Documents to a Web Form

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

Written by Laura Montgomery-Hurrell
Updated over a week ago

Embedding a web form using a CMS

For Student CRM web forms you will use JavaScript

Written by Dom Yeadon
Updated over a week ago

Student CRM Web Form Notification Email

Get alerts each time a form receives a submission

Written by Dom Yeadon
Updated over a week ago

Four-o-form error page

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

Written by Dom Yeadon
Updated over a week ago

The Forms tab

Monitor and quickly optimise your web forms for better performance in AOD, APS, ENQ, EVM, MEC, POD, PRQ, and RAP.

Written by Dom Yeadon
Updated over a week ago