Track and send form data to DEC
NOTE: Sitefinity Digital Experience Cloud (DEC) was renamed to Sitefinity Insight as a part of the Sitefinity 13.0 release. However, Sitefinity CMS and its documentation prior to version 13.0 continue using the former name - Digital Experience Cloud.
By connecting Sitefinity CMS to DEC, you empower your marketing and sales teams to track your campaign landing pages and online forms completion and thus pass Sitefinity CMS forms data to DEC. By default, when connected to Sitefinity CMS, DEC tracks all forms, that is, the number of form submissions. Form data (the content visitors fill in form fields), however, is not automatically sent to DEC. Depending on the technology you are using, you configure differently the way form data is sent to DEC. Once you do, DEC contact profiles are enriched with the substantial amount of visitor data from landing pages, which helps marketers build more focused and effective personalization and lead nurturing initiatives.
PREREQUISITES:Make sure connection to DEC is properly configured. For more information, see Connect to Digital Experience Cloud.
Send MVC forms data
As a marketer, you can capture the data from the MVC forms that visitors submit on Sitefinity CMS websites in an easy and simple manner. To do so, via form properties, you first enable form data submission to DEC and then map form fields data to specific DEC contact properties. For example, in a Download this whitepaper form, you can map the entry to Your role field to the respective Role contact profile property in DEC and benefit from this lead information.
You can map any form field to any DEC contact property, including the custom ones. Keep in mind that if you create the Sitefinity CMS form first, you can skip data mapping to configure it only after you create relevant contact properties in DEC. For more information, see Configure contact properties.
To send form data to DEC:
- From Content » Forms, open the list with forms.
Expand the Actions menu of the form you want to configure, click Properties.
- Select the Send submitted form data to DEC checkbox.
NOTE: If you do not select this option, only the number of form submissions is tracked by DEC, as opposed to sending the data from all mapped fields to DEC when a visitor submits a form.
- To map form fields to the relevant contact contact properties in DEC, click Create data mapping.
NOTE: If you do not map any field, no form data is sent to DEC.
- In the Data mapping screen, for each Sitefinity CMS form field name, select a relevant DEC field name, that is, contact property.
Simply click in the field to expand the list with contact properties and start typing.
NOTE: All contact property aliases are listed in brackets next to the property name. The value within the brackets is included in the subject metadata of the interaction, that is, the data sent to DEC after form submission.
- Click Done and save your changes.
Send Web Forms data
Besides tracking of the number of forms visitors submit, you can also dynamically report the data of Web Forms form fields to DEC. To do this, when creating the form, in the advanced settings of the form builder, for every input field of a form, you specify a DEC form field name. Only the fields that have the FieldName property set are sent to DEC. Thus, when you create a form, you can control which fields are to be related to the contact profile and which are not. After form submission, the field name is automatically sent to DEC as subject metadata along with the field value. Thus, this data is associated with the relevant contact profile and enriches contact details.
Following is a list of recommended form field names: