If you're using jExperience and Forms, you can deploy the jExperience - Forms bridge module to use jExperience profiles to build smarter forms. You can:
You'll never have to ask your visitors the same information again and you can take advantage to ask new and relevant questions.
This module is available on Jahia store and you can deploy it as long you are running as Form Factory 2.1.1+ or Forms 2.3+ and Marketing Factory 1.6.3+ or jExperience 1.10+. Once the module is deployed and running on your site you'll find new options in Forms in the Prefill tab of each form element.
To specify jExperience prefill options:
For each element, you can decide to display the field or not depending on what you know of the visitor in jExperience profile:
Prefilling, hiding or setting a field to read-only eases your visitor experience by avoiding to ask for any information twice. This is an opportunity to ask for different information and get to know more about your visitors and is called progressive profiling. This example show how configure a Forms and jExperience bridge:
Assume you want to know your visitor industry, job title and email address. On the first visit, you want to ask for industry and email address, on the second visit, you want to know the job title and for the next visits.
Industry
and activate jExperience in the Prefill tab. Select industry from Select profile property, click Sync and toggle Hide the field if known in profile on. job title
and activate jExperience in the Prefill tab. Select job title from Select profile property, click Sync and toggle Hide the field if known in profile on. In the Logics tab, in Select input choose Industry and If field has been filled by jExperience profile.email
and activate jExperience in the Prefill tab. Select email from Select profile property, click Sync and toggle Set the field to read-only if known on.Your progressive profiling form is now ready to be added to any page of your choice.