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Enable Adobe Analytics for an Adaptive Form using Experience Cloud Setup Automation integrate-adobe-analytics-to-aem-forms-with-experience-cloud-setup-automation

Last update: Tue Jan 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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Experience Cloud Setup Automation helps to connect Adobe Analytics to Adaptive Forms which aids in tracking and analyzing user interaction with your forms and offering insights into visitor interactions and engagement. Experience Cloud Setup Automation also helps monitoring form performance which involves assessing metrics like completion times and drop-off points. This analysis helps optimize forms for better user experience while distinguishing user behavior based on login status, for example, anonymous users, to identify general trends and patterns.

Advantages of integrating Adobe Analytics with Adaptive Forms advantages-of-integrating-adobe-analytics-with-aem-forms

  • Insights into end-user behavior: Adobe Analytics helps to get insights about end-user behavior, reveals user actions, drop-offs, and completion rates, enabling a deeper understanding of how individuals engage with forms.
  • Enabling non-technical business users to gain insights: Adobe Analytics through its easy to use interface empowers even non-technical users to access and interpret form usage data, fostering data-driven decisions for enhancing enrollment experiences.
  • Optimizing data capture experience based on usage: Organizations easily identify pain points in data capture, leading to targeted improvements that enhance form usability and increase successful submissions.

Scope of Adaptive Forms usage metrics scope-of-adaptive-forms-usage-metrics

Adobe Analytics offers a comprehensive array of Adaptive Forms performance metrics designed to provide valuable insights into form usage. These metrics are:

  • Form renditions, Form submissions, Validation errors, and Unique visitors, allowing you to assess the usage and effectiveness of your forms.

  • Visitor insights which encompass visit and submission frequencies, and unique visitor counts, offering a comprehensive view of your form audience.

  • Device type data which informs you about the devices users employ to access your forms.

  • Geographical breakdown reveals the regional distribution of your form users.

  • Traffic sources and Popular forms metrics which consist of the top referring domains and most-visited forms, help you understand where your traffic originates and which forms are the most popular.

  • User activity on top forms provides insights into field visits, form renditions, validation errors, abandoned forms, and form submissions, allowing you to analyze user behavior.

  • Timeline for time spent on forms which offers a timeline-based view of user engagement with your forms.

  • Areas requiring visitor assistance metrics which include help views, validation error instances, and field visit frequencies, highlighting where users may need assistance in filling out forms.

Analytics Report

For a detailed information about each metric, visit Viewing and Understanding AEM Forms Analytics Reports

Prerequisites prerequisites

Experience Cloud Setup Automation requires an Adobe Analytics license, Data Collection (Formerly Adobe Launch) to manage tracking scripts, and Experience Manager Forms license for streamlined data aggregation and insight generation.

If you have an active license for Adobe Analytics and Experience Manager Forms, and you have integration with Data Collection (Formerly Adobe Launch), you should verify their availability within your developer console.

To verify the aforementioned are available for your Forms as a Cloud Service environment, visit the developer console, navigate to project and search your project with the program id - environment id, for instance, for the environment with URL https://author-p45913-e175111-cmstg.adobeaemcloud.com/index.html, program id - environment id is p45913-e175111. Ensure that the Experience Cloud Setup Automation, Adobe Analytics, and Experience Platform Launch API are listed. If these are listed, you can enable Adobe Analytics for your Adaptive Forms.

Prerequiste Forms Analytics Integration

Configure Adobe Analytics configure-adobe-analytics

Perform the below listed steps to enable and configure Adobe Analytics for your Adaptive Forms:

https://video.tv.adobe.com/v/3424577/enable-adobe-analytics/?quality=12&learn=on

Enable Adobe Analytics with Adaptive Forms for Foundation Component integrate-adobe-analytics-with-aem-forms-for-foundation-component

  1. Create a configuration container for cloud services:

    1. Go to Tools > General > Configuration Browser.
    2. Select or create a Configuration Container, and enable the folder for Cloud Configurations.
    3. Select Save & Close to save the configuration and exit the dialog.

  2. On your AEM instance, Go to [Forms] >> [Forms and Document].

  3. Select your Form >> Properties, In the Configuration Container, select the configuration container that you created or selected in the Configuration Browser in Step 1.

  4. Select the Task Panel on the Left Rail and click Setup Analytics and Activate Adobe Analytics.

  5. Provide the name that you prefer for the report suite, Click Next and Save.

  6. Once you save the project, the setup runs for some time till the integration of Adobe Analytics with your Adaptive Form, You can also check the integration status.

    note note
    NOTE
    If your setup takes longer than 15 minutes, retry to enable analytics for your forms.

  7. On your AEM instance, Go to Forms >> [Forms and Document] and select your Form, you see that Adobe Analytics is integrated to your form as shown in the image below.

  8. Now you can view your Adaptive Form Adobe Analytics report.

Integrated AEM Analytics

Enable Adobe Analytics with Adaptive Forms for Core Components integrate-adobe-analytics-with-aem-forms-for-core-components

  1. On your AEM instance, Go to Forms >> Forms and Document and select your Form.

  2. Select the Task Panel on the Left and click Setup Analytics and Activate Adobe Analytics.

  3. Provide the name that you prefer for the report suite, Click Next and Save.

  4. Once you save the project, the setup runs for some time till the integration of Adobe Analytics with your Adaptive Form, You can also check the integration status.

    note note
    NOTE
    If your setup takes longer than 15 minutes, retry to enable analytics for your forms.

  5. On your AEM instance, Go to Forms >> Forms and Document and select your Form, you see that Adobe Analytics is integrated to your form.

  6. Now you can view your Adaptive Form Adobe Analytics report.

View Adaptive Forms Adobe Analytics report view-adobe-analytics-report

  1. On your AEM instance, Go to Forms >> Forms and Document.

  2. Select your form, you see that Adobe Analytics is integrated as shown on the left, to the Forms activated for Adobe Analytics.

    View Report

  3. Click Adobe Analytics to view your report and analyze performance data.

To connect an Adaptive Form with Adobe Analytics using the manual method, visit Integrate AEM Forms with Adobe Analytics.

Enable Analytics to Adaptive Forms in Sites Connect-Analytics-to-Adaptive-Forms-in-Sites

Configuring analytics for your Adaptive Form in AEM Sites help you to track user interactions and form submissions on your Form in Sites page. By seamlessly integrating analytics in your Sites Forms, you gain valuable insights into user behavior, conversion rates, and areas for improvement in your form.

Prerequisites Prerequisites-to-connect-forms-analytics-to-sites

To connect and enable analytics in Adaptive Forms for AEM Sites, you must ensure that your AEM Sites have an active Adobe Analytics.

Connect Adaptive Forms in Sites to enable Analytics Connect-analytics-to-adaptive-forms

To connect Adaptive Form in an AEM Sites page to enable Analytics, include the customfooterlibs client library to the AEM Sites page using the AEM Archetype/Git Repository and deployment pipeline.

  1. Open your AEM Forms Archetype or Cloned Git Repository project in a text editor. For example, Visual Studio Code.

  2. Navigate to the page of your Sites where your adaptive form exists, for example, In this demo project we have ui.apps/src/main/content/jcr_root/apps/corecomponents/components/page/.content.xml.

  3. Copy the value of sling:resourceSuperType. For instance, the value is core/wcm/components/page/v3/page.

    sling resource

  4. Create the similar structure at the location ui.apps/src/main/content/jcr_root/apps same as core/wcm/components/page/v3/page.

    overlay structure

  5. Add a customfooterlibs.html file.

    code language-none 
    // customheaderlibs.html
<sly data-sly-use.page="com.adobe.cq.wcm.core.components.models.Page">
<sly data-sly-test="${page.data && page.dataLayerClientlibIncluded}" data-sly-call="${clientlib.js @ categories='core.forms.components.commons.v1.datalayer', async=true}"></sly>
</sly>

    The customfooterlibs.html is used for JavaScript.

  6. Run the pipeline to deploy the changes.

Enable Form Analytics rules to Forms in Sites bind-forms-analytics-rules-to-forms-in-sites

  1. Visit the Adobe Experience Platform Data Collection.

  2. Click Tags located on the left-hand side.

  3. Search your project with the program id as shown in the image below, for instance, for the environment with URL https://author-p45921-e175111-cmstg.adobeaemcloud.com/index.html, program id is 45921.

    Search-your-form-in-data-collection

  4. Add configuration for Form Rules and Data Elements as given below:

Add Form Rules form-rules

  1. Select your form and add New property located on the upper right, or click your form.

  2. On the properties page, click Rules and select events for your form, In the example image below, it is Form Events.

    Search-your-form-in-data-collection

  3. Select all the events of your form and copy that is located on the upper right rail.

  4. Once you copy, a Copy Rule pop-up appears where you search your Sites page with the project-id, to paste the Form Rules.

    Copy-form-rules

  5. Click copy to paste the form rules to the Sites page.

Add Data Elements data-elements

  1. Select your form and add New property located on the upper right, or click your form.

  2. On the properties page, click Data Elements and select events for your form.

  3. Select all the events of your form and copy located on the upper right rail.

  4. Once you copy, a Copy Rule pop-up appears where you search your Sites page with the project-id, to paste the Form Rules.

  5. Click copy to paste the form rules to the Sites page.

    Form-data-elements

Once you bind your Form and Sites rules through the aforementioned steps, Perform the following steps to enable Analytics to your Adaptive Form in Sites page:

  1. Click Publishing Flow on the left.
  2. Click Add Library and enter the name you prefer.
  3. In the Environment drop-down on the right, select development.
  4. Click Add All Changed Resources.
  5. Click Save and Build to Development.

publish-to-development

See Also see-also

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