Modern Data Capture Techniques

This session will delve into innovative strategies for designing forms that are not only engaging but also intuitive, efficient, and error-resistant, all grounded in the latest research. Traditional forms often lead to frustration due to complex interfaces and the potential for user error. In contrast, modern data capture techniques can streamline this process, creating a smoother and more enjoyable form-filling experience.

We will explore advanced methods, such as capturing data by interacting with image, and speech-to-text functionality, enabling hands-free form filling. Additionally, the use of shade cards and emojis can simplify choices, making the form more visually engaging, while data entry through attachments offers a more flexible approach.

By incorporating such advanced features, forms become easier to navigate and interact with, reducing user frustration and errors. These modern techniques streamline the form-filling process, enhancing accessibility and user engagement while ensuring a smoother experience. Hence reducing the abandonment rate of form, which is a huge challenge for organizations.

The session will cover the best practices to author forms in AEM for scalability, user experience and conversions. It will provide actionable insights on how to balance simplicity for the form author with rich, interactive experiences for the form filler. By the end of the session, participants will have a comprehensive understanding of how to leverage these modern approaches to create user-friendly, efficient, and accurate forms that meet the needs of today's digital landscape.

wolf

Why personalize or pre-fill if *not* asking the questions that you do not need (as answers are already known) both reduces the cognitive load on the user and prevents the perception of information misuse?

Radu Cotescu

I can assume your address is in Berlin based on geolocation, but it might be wrong (one example). But if it is in Berlin, I saved you from looking for the city and potentially Bundesland.

wolf

The example used the license plate to prefill a make/model of the car. If that data is wrong, you have much bigger problems... legal ones, in fact. There is no need to prefill the fields in that situation - the information is unambiguous.

Radu Cotescu

Sorry, I missed the context. You're right with the example from the slides. However, you can not not display those questions if the answers are not 100% known.

Sakshi Arora

Prefill, is generally behind authentication. Pre-filling information, gives an opportunity to form filler to review and change the information if that is needed.

Helge

When filling out all the other fields after inserting the license plate, isn’t that a huge data leak potential by trying out other license plates?

MrPoofy

Depending on the information, It's not. There is information that is publicly available and you can even use government sites to do it. And you can use any license plate.

Radu Cotescu

MrPoofy, how can forms save your marriage? Or has that already been addressed?! I'm rooting for you!

MrPoofy

It did not, i was one of the 80% drop outs 😭

Radu Cotescu

I'm sure there were some forms filled to divide the assets then.

Thomas

Depends on the data source. Some countries have less strict data privacy laws. There are public (commercial) services for lookup of license plates or VIN numbers. You can get a whole history of a vehicle just from a license plate.

MrPoofy

@Radu, we tried. She got everything.

Radu Cotescu

@MrPoofy, was it one of those prefilled forms?!?! πŸ™€

MrPoofy

@Radu, i don't think so... But she was the one that created them... 😦

Sakshi Arora

Gaurd rails have to be there, services should be put behind authentication to prefill the data. Most popular pattern we have seen is OTP verification, before fetching the data.

Julian

Will the image selector be available for onPrem? A lot of forms customers a struggling to migrate into the cloud.

Sakshi Arora

Its available on prem and cloud as its part of core components form. You may refer the example, in https://medium.com/@sakshiaroraresearch/a-picture-is-worth-a-thousand-words-78c2a45b88be

Mehdi Al.

What do you recommand to ensure a single source of truth accross the differents channels ? Form // Chatbot//Whatsap form ...

Sakshi Arora

AEM Forms 😊 So, currently core component based forms, UE forms, Document Authoring form Blocks (excel) generate a form definition that can be used in multi channel.

Maverick

How can AI generated forms with multiple fields be mapped to CRM fields or 3rd party services if the form was generated on the fly and not from a schema?

Sakshi Arora

Yes, forms can be created without a schema. You may have a FDM integration or a custom submit action to map the field to the CRM systems.