Publishing a Sequence

When you create a Sequence, you can publish it to a website. The Form applicant has direct access to the Sequence from the specified URL of the Form. Information that an applicant specifies is retained across related sequences.

The hyperlink to the URL can also be used in email campaigns by the marketing team of your company or be placed on your company's website. However, before you publish the Sequence, ensure the following:

The Fields are in the correct order.

The Fields have the correct appearance.

The required multimedia (such as images or videos) are inserted in the Sequence.

The design and build of the Form is tested.

To Publish a Sequence

In Build mode, click the Sequences tab. All existing Sequences are displayed in the Sequences subtab.

Move the required unpublished Sequence to the Canvas. The Publish button on the top right corner of the screen is enabled.

Click the Publish button. The Publish Sequence dialog box is displayed.

Publish Sequence dialog box: Enables you to publish a sequence.

Specify appropriate details in the following fields:

Sequence Name: The internal sequence name.
Display Name: The name that will be displayed to a Student viewing the sequence.
Description: A short description of the sequence.
Is Repeatable: This check-box is selected to enable a Student to complete a sequence more than once.
Confirmation Text: The text that will be displayed to the user for confirmation.
Is Anonymous: When this check box is selected, the student will not be required to create login credentials to specify details in a Form.

Note

Before you publish an authenticated CRM sequence (Is Anonymous is cleared), for Create Account and Forgot Email scenarios to work correctly, you must ensure that you configure the following tValueName column in the tblGlobalInfo CRM database table to contain specific values:
- Create Account
  
  After deploying Forms Builder in your environment, FormsBuilderDupCheckConfig (tValueName column) is set to a combination of the First Name and Last Name properties on the Contact Object in the tValueData column. To apply a different duplicate check criterion, set the tValueData column of FormsBuilderDupCheckConfig (tValueName column) to a comma separated list of property IDs from the tblColumnMain table. Email address is included by default.
  
  Administrators can configure a duplicate check only against the fields displayed in the static Create Account page. If the CRM administrator includes a field for a duplicate check that is not listed in the static page, it will not be validated for duplicate values.
- Create Account and Forgot Password: In addition to setting the preceding values, ensure the following:
  
  Set the tValueData column of FormsBuilderCannedResponseId (tValueName column) to the ID from the tblCannedResponses table.
  
  Set the tValueData column of FormsBuilderEmailAliasId (tValueName column) to the ID from the tblGroupAlias table.

Click PUBLISH. The Sequence is published on the specified URL.

Authenticated CRM Sequences

For authenticated CRM Sequences, the following process is applicable when a contact logs on to the institution's page to submit information:

Contacts are required to submit their login credentials to access the sequence.

If the Contact clicks the Create Account link, the Create Account page is displayed to enable the Contact to create an account.

After creating an account, if it is not a duplicate account, the Contact is automatically redirected to the requested sequence: for example, the inquiry sequence. The contact can then submit the information.

If the account is duplicate, an email (canned response) with a TPIN would be sent to the Contact using the registered email address.

Note

To ensure that the canned response you have set for emailing the TPIN is sent to the Contact, do the following:

The language for the canned response must be English (United States).
The canned response must be shared only to the Home team.