Integrate AEM Forms with Adobe Analytics integrate-aem-forms-with-adobe-analytics

Log on to Adobe Experience Cloud and select an appropriate name for the company.

Select Launch/Data Collection and select Go to Launch/Data Collection.

Select New property and specify a name for the configuration.

Specify a domain name and select Save to save the property.

Select the configuration name available in the list of Tag Properties.

In the Authoring section, select Extensions.

Select Catalog and select Install for the Adobe Experience Manager Forms extension. Adobe Experience Manager Forms displays in the list of installed extensions available in the Installed tab.

Select Install for the Adobe Analytics extension.

Select the report suite name in the Development Report Suites, Staging Report Suites, and Product Report Suites drop-down lists and select Save to save the extension.

In the Authoring section, select Data Elements.

Select Create New Data Element.

Specify a name for the Data Element. For example, Form Title for FormTitle data element type.

Specify Adobe Experience Manager Forms as the Extension name.

Select the Data Element Type.

Select Save to save the data element.

In the Authoring section, select Rules.

Select Create New Rule.

Specify a name for the Rule. For example, Form Submit to record form submissions.

In the Events section, select Add.

Specify Adobe Experience Manager Forms as the Extension name.

Select the event type. The input for the Name field populates automatically based on the selected event type.

Select Keep Changes to save the event.

In the Actions section, select Add.

Specify Adobe Analytics as the Extension name.

Select Set Variables as the Action Type. The options available in the drop-down list include:

• Set Variables: Use this action type to define the event type for which the selected data elements are sent from AEM Forms to Adobe Analytics.

• Send Beacon: Use this action type to send data from AEM Forms to Adobe Analytics.

• Clear Variables: Use this action type to clear the data trail so that the event registers only once in Adobe Analytics.

  The recommended approach is to use the Set Variables action type to configure the event and data elements, then use Send Beacon to send data, and then use Clear Variables to clear the data trail.

In the Props section, map the report suite options available in the drop-down list with the data elements defined using Configure data elements.

For example, to send Form Title data element from AEM Forms to Adobe Analytics when you submit a form:

1. In the Props section, select a prop for Form Title available in the report suite and then select to map it to Form Title created in Configure data elements.

   

2. Select Add Another to add more data elements to the list.

In the Events section, select an event from the options available in the report suite and select Keep Changes.

In the Actions section, select + and specify Adobe Analytics as the Extension name.

Select Send Beacon as the Action Type. In the right pane, Select s.t() to send data to Adobe Analytics and treat it as a page view or s.tl() to send data to Adobe Analytics and do not treat it as a page view. Select Keep Changes.

In the Actions section, select + and specify Adobe Analytics as the Extension name.

Select Clear Variables as the Action Type. Select Keep Changes. After performing these steps, the Actions section displays as:

Customize the Actions section according to your requirements. For example, you can define two Send Beacon steps in an Action flow to send data to Adobe Analytics and treat it as a page view in one step and send data to Adobe Analytics and do not treat it as a page view in the second step.

Select Save to save the rule.

You can create rules for all event types, such as Abandon, Error, Field Visit, Help, Render, Save, and Submit.

In the Publishing section, select Publishing Flow.

Select Add Library and specify a name and select the environment for the library.

Select Add All Changed Resources and then select Save & Build to Development.

In the Development section, select and then select Approve & Publish to Production.

Confirm that the changes and the publishing flow soon displays in the Published section.

On the AEM Forms Author instance, navigate to Tools > Cloud Services > Adobe Launch Configurations.

Select a folder to create the configuration and select Create.

Specify a title for the configuration in the Title field.

Select the associated Adobe IMS configuration.

Select the name of the company used while configuring Adobe Analytics.

Select the name of the property created while configuring Adobe Analytics.

Select Save & Close.

Publish the configuration.

Create a rule.

In the Events section, select Add.

Specify Adobe Experience Manager Forms as the Extension name.

Select Capture Custom Event from the Event Type drop-down list.

Specify the name of the event that you specified in step 4 while creating a rule using the rule editor.

Select Keep Changes and perform the rest of the actions specified in Configure Rules.

Select and select Analytics.

Select Create Project and select Blank project.

Select the report suite name from the drop-down list at the top-right of the freeform.

Specify Form Title in the Search dimension items text to view all form titles.

Drop the adaptive form title to the Drop a segment here (or any other component) text box.

From the Metrics section, drop the events to track to Drop a metric here (or any other component) text box.

Select and drop a chart type to the Freeform section. Similarly, you can add multiple chart types to the Freeform section.

Select the Ctrl + S keys and specify a name to save the project.