Templates Provided

FormFlow - Forms provides several pre-defined templates based on the CRMs you are licensed to use. EXi Events Management provides:

·       A multi-part event registration form template that lets participants select and register for the events they are attending and pay any associated registration fees. When the participant enters their email address, existing information in EX will automatically complete relevant fields.

·       A single event with a fee event registration form template that lets participants register for the event. Using ID numbers, the form builder can set up individual links to the registration form that will automatically complete name and contact information in the form when the participant goes to register. Participants can also pay their registration fees using the payment profiles associated with the form. The template is set up to use the event participant's ID Number to pre-populate several questions on the registration form.  

·       A single event without a fee registration form template offers the same features as the single event with a fee simply without the payment configurations and options. The template is set up to use an appid, which includes the event participant's existing ID Number in EX or participants in the External Person tables to pre-populate several questions on the registration form.

CRM Candidate provides:

·       An online application template includes standard application questions/fields related to an applicant’s intended field of study and previous education, and contact and biographical information. It also has options to let them upload their personal essay and resume, and a feature allowing them to pay the application fee. Integration with EX lets you process the application information and add it to their candidate record.