Form Template for Career Services

As a career counselor, you’re passionate about helping people find a job that’s a perfect fit for them. And also connecting employers to great candidates. Our new forms tool makes it easier to collect information on employers who are excited to partner with you, alumni if you work at a university, and job seekers.

And the best part is, the form tool works seamlessly with the fields you already have in your CRM. So when someone fills out your form, a new contact or company will be created, along with corresponding fields. Navigate to the forms section under settings to get started.

Before we dive in to a specific form for career services, here are some basics about the forms tool you should know:

• You will build your form out of fields in your CRM. You can also choose to create forms with questions that do not link to a field in the CRM but most of the time, the big advantage of the forms feature is the ability to easily create contacts, companies, and pipelines when someone fills out your form.
• Forms are a tool to create new records, rather than update existing ones. So this feature is best to use for brand new prospects and clients, rather than existing ones.

Let’s start by adding in the very basics - name, phone, and email. These fields will be useful for almost any industry, not only career services.

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Next, let’s add some fields that will be particularly useful for career counselors. I’m going to be focusing on creating a form for potential employer partners to fill out, but as a career counselor, you’d probably want multiple forms. I’d recommend also creating a form geared towards job seekers and another towards alumni if you work in a university setting. But for our employer partnership form, I’d recommend adding fields to collect information on what opportunities the employer is interested in. Collecting information on the type of positions they offer would also be helpful. I’d also recommend a field where they list their industry.

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Now, some of the wording here makes sense internally - “Recruitment Opportunities” for example. But it isn’t the most friendly for the potential employer partners I’m sending this form to. So let’s change some of the form question wording. Any changes I make on this form won’t change the names of fields in the CRM - it will just change the name of the form questions.

This new version is going to save the exact same information to my CRM, I just changed the language slightly so that my prospective employer partners see something different on their end. I changed my “Recruitment Opportunities” field to say “What recruitment opportunities are you interested in” on my form, as seen in the screenshot below. This data will still be mapped back to the “Recruitment Opportunities” field when a prospective employer partner fills out information:

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I can further personalize the form by adding my logo, company name, and even a branding color on the company branding settings page.

Take a look at the finished product below, with my company name, logo, and preferred color choice. I’ve also adjusted the text to make it easier to use for my future employer partners.

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Let’s say a potential employer partner, Jennifer fills out the form as seen below:

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When Jennifer fills out the form, I’ll receive an email notification notifying me and also showing me the filled out form:

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That form will turn into the following contact record and company record, as well as the full form for your reference. As you can see in the screenshot below, any relevant fields or custom fields were filled in automatically.

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Eliminate data entry time with this new form tool. Give it a try today! If you need some additional help, please send us an email - we can help you set up your own forms, tailored to your needs. We would be happy to help.