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Form-Linking in CRM- Enroll and Submissions Module
Form-Linking in CRM- Enroll and Submissions Module

This article gives detailed description on how Form-linking functions in the new CRM module

Ashley Cooper avatar
Written by Ashley Cooper
Updated over a week ago

Once you enable form-linking, you can select any other form from the drop down menu as shown in the below image.

Once you save the option for form-linking, go to the next step of triggering "Notifications".


You have to first create an email template for the linked form. To create this, click on +Add.

Before adding notification you need to add email template from the Email template tab

Once you click on +Add, a new email template opens up. Give a name to the email template and then click on "Data Variables" as shown in the below image. Here you can view Data Variable linked form URL

  • Linked Form URL - [{linked-form-url}]

Copy and Paste [{linked-form-url}] into the body of the email template. An example is shown above.

Next Step is to trigger this email template with the notification settings. Click on Notification Tab as shown in the below image:

Click on +Add to create the notification settings:

Type in an Email Subject.
Select the email template that you have created for FORM-LINKING with the Data-Variable
Select the trigger status and also the recipients using any of the options provided and then hit save.

The applicant will receive an email with the form link. Example image is shown below:

Once the applicant fills the other reference form, the admin team will receive the linked form in the tab as shown in the below image:

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