How to Create Registration Forms in ConexED CRM

This article applies to the following role permission: ConexED Administrator, Institutional Administrator, Department Director, Group Manager

The Registration Form builder in the CRM allows you to create customized forms for your institution. This guide will walk you through the process of creating new Registration Forms from your CRM & Cohort Center, including:

• Creating a New Form
• Previewing your Form
• Assigning Registration Form Reviewers

Creating a New Form

1. To create a new Registration Form, start by navigating to the CRM & Cohort Center from your lefthand navigation menu and click Registration Forms
2. Click on the Manage Forms tab at the top of your screen
3. Click on the blue "Create New Form" button

After clicking on the "Create New Form" button, you will be redirected to a new page where you can begin building your form. Begin by inputting a title for your form in the designated text box labeled "Form Title". Once you have done this, you can start the process of dragging and dropping form fields into the designated open area:

Once you have finished designing your form, simply click on the "Save" button below the Registration Form fields to save your work and create your Registration Form.

Previewing Your Form

After you have successfully created your Registration Form, a "Preview" button will be displayed next to the save option. By clicking on this button, the form will open in a new browser tab, allowing you to preview how it will appear to students:

Assigning Registration Form Reviewers

An important final step in the Registration Form building process is assigning Registration Form Reviewers to your form. Reviewers will receive a notification next to the Registration Forms navigation menu item whenever a new student submission is received, allowing them to easily manage any new form submissions:

To assign a Reviewer to a Registration Form, begin navigating to the CRM & Cohort Center > Registration Forms > Manage Forms tab. Click on the "Edit" option for the Registration Form where you wish to assign a Reviewer:

Once you are on the Edit Registration Forms page, you will see the Manage Options button:

On the Registration Form Reviewers page, you can easily assign either a Group or an individual Staff member to review the form by clicking on the Attach Group or Staff button:

In the popup window, you can search for Groups within your institution by typing in the name or scrolling through the list. Once you have chosen a Group, you can opt to assign the entire Group as Reviewers, or you can select individual Staff members: