Modernizing the Payers’ Enrollment Journey with AEM Forms

Transcript

Thank you.

Hi everyone, thank you so much for joining. We’re going to give it until 1003 for more people to join and then we’ll start.

Okay.

Okay, let’s kick things off. So first of all, thank you so much everyone for joining today we’re going to talk about a informs in healthcare, particularly how a informs can help to modernize the payer, the payers enrollment during.

And today we have with us. There’s me from the product marketing team of a informed within Adobe. We also have our own, everyone I’ll pass it over to you so you can introduce yourself.

Thanks, Melissa. Hello everyone. My name is Aaron I lead product for a informs and happy to talk about what value we have to offer you guys. Or to you, Peter.

Sure. Hi, my name is Peter labelle I am a senior system analyst and longtime Adobe forms user I am based in Ottawa, Canada, and I work for a business partner called after your solutions and I will be presenting a demo today for you to show you some of the new capabilities.

Adrian.

Good afternoon. Possibly. Good morning. Everyone. Adrian, Claremont here, senior account executive after your solutions. I’m happy to be chatting with you today. Appreciate you making the time. And for those of you who don’t know, after he has been a partner of Adobe for about a decade. Now we do specialize in forms and it’s our honor to have the privilege to show you some of the greatest new innovations with a form. So thanks for joining.

Thank you, Tim. So this is what we have today for all of you here. First of all, we’re going to start talking about some opportunities that we see in the payer space. Then we’re going to talk about a informs capabilities. Then as Peter mentioned, we’ve got you, we’re going to show you how you can see this in action. Then everyone that PM lead is going to walk you over some of the latest innovations, and then we can wrap it up with some next steps and of course separating some time for some q amp a. So first, let’s start with the opportunities in the payer space. And I think nowadays, there is absolutely no doubt that the primary way that organizations connect to customers that you connect with your end users is through digital channels and forms, it’s paying an increasingly critical role in capturing all the different types of data that you need to capture from your end users, like preferences, applications, consent, service requests, etc. So what we are seeing from our customers today is that as an organization that scales, adding new markets, launching new products, expanding into new channels, your daily day, the volume and complexity of these forms also needs to be scalable in the same way it’s to support the growth that the companies want to achieve. So for example, you might start with 50 forms. But once you start to factor in 25 products or services, 1000 pages per product, more markets, more languages, multiple users or member profiles, you’re quickly looking into hundreds or even 1000s of forms, as you can see over here in this slide, that you need to manage, deliver and maintain. So that this is why quickly it becomes a necessity for organizations to have an intelligent and integrated form solution. And the interesting thing is that this brings up a lot of questions from the peers customer experience lead side experience with your site. How can we how can we reach more members faster? How can you reduce the cost of maintaining operational content? How can you make it easy for your employees to search and find this relevant information? How can you consolidate all of this scattered information that right now is in silos? So these questions I mentioned, they’re on the internal side. But what are the organizations and you also have to consider is of course, the impact on end users if you have a disjointed legacy solution. And the stuff that you see right now here on the screen is showing how end users are changing. Today, they are restless. And I think all of us can relate to that. We’re going to abandon a form. As soon as any complication arises, we are multimobile. And we’re overloaded with information. So the experiences that forms that organizations deliver must meet these expectations if you want to drive growth and drive engagement with your end user.

So this is why you should consider a M forms.

And first, we’re going to start by summarizing the value that a M forms brings to customers. And it’s these two main things that you see here on the screen. On the left side, we drive operational efficiencies. And by having these operational efficiencies in place is the way that you’re going to be able to achieve exceptional user experiences. The way that we drive these operational efficiencies is in two ways. Authoring at scale, being able to author in multiple ways and reuse that content, automated workflows so that you can automate any business process internal or external or external. And this is what’s going to set you up for success to have exceptional user experiences. A M forms also delivers omni channel experiences. So this multimobile type of users, you’re going to be able to cater to them with a M forms and also provide them a fast delivery with which is especially important in the payers space. And through all of these things in place, you’re going to be able to achieve higher conversion and enrollment rates.

And these are some of the stats that we have seen in our customers, some of the results. And I want you to focus on two things. First, the internal ones. So you can achieve a higher team productivity like you see the 66% here on the screen. But at the same time, your end user is going to have a better experience, you’re going to achieve higher self service from your customers. And at the same time, the content that’s going to be collected on your form, it’s going to be better. There’s going to be a decreasing form abandonment forms are going to be completed faster, and you’re going to have less errors.

So now the next question is, what are the capabilities that we offer so that you can also achieve those big impactful customer results? Starting on the left hand side of the screen, one of our main capabilities, of course, omni channel forms. And as I mentioned, we not only attend the authoring side, but also the end user experience. We have automated workflows that will allow you to personalize to automate any business processes that need to take place, especially for payers that after the customer hits submit, there are many relevant next steps to attend those needs. Third customer communications, a informs is an end to end solution that not only caters not only solves for data input, but also for data output needs. All of this is supported by Gen AI, which Peter and Arun will touch a little bit later. And finally, our am sites unified composition, and which is a great benefit of having both forms and sites within the same content management system, being able to to offer your forms and your sites in the same way. But also being able to deliver the same experience to your end users.

So now, the last thing that I want you to remember is the use cases that we solve for. So we have three main use cases starting on the left again. So first, marketing forms. So think about a contact us form, request a quote request an appointment, that you’re only looking for a simple type of information name, last name, email, contact information.

Second, the value that a inform brings for this use case is that you’re able to build an on brand unified experience for end users, as I mentioned, and in that way, you can increase your conversion rates. Second, if we go to the middle column here on the screen.

Our second use case is enrollment type of forms, very important in the fair space. And what we offer to your organizations is that with a informs you’re able to build a guided experience for end users. So we know that in this type of forms, you have so much information to collect. And we want to make this a guided experience for each user and make it personalized so that answer to so that the form fields appear and disappear according to each end user answers. And also, not only that, but you are supposed to deliver a fast service to them. After you click Submit, what happens next, you need to confirm you need to keep communicated with your end users. And that’s the third use case that you see here on the screen, customer communications. As I mentioned, we are an end to end solution. So you’re able to build this customer communication. So for example, a summary of benefits, a notice, an update on something within the same solution, and you’re able to gather that data from the same systems of record that you’re inputting the data from the marketing forms or enrollment forms. So in that way, the big benefit that we bring here is that you’re able to build this personalized communications within the same solution, and it’s connected to the same data systems of record.

So with that, I’ll pass it over to Peter from the AFTA team so you can see it in action. Peter, over to you.

Thanks for that, Melissa. All right. So today I am going to do a live demo here, and I will be participating as a number of different participants. As you can see on the slide right now, we’ve got Aya who is going to be a new customer, going to a website, wants to fill out that marketing form. And then we’re going to see that journey from start to finish where we fill in a marketing form, which leads to the user getting a link to the enrollment form, they’ll fill in the enrollment form. And all this is going to be driven by AEM forms, their universal editor that I’m going to show you in a moment, as well as potentially a workflow in behind the scenes. And so we’re going to take a look at that whole end to end journey. And I’m going to start off with today a little bit on how I built things and how we put things together, and then we’ll come back and we’ll show you what an end to end solution would look like. So let me go ahead and I am going to share my screen and we’ll get started with this.

I’m going to keep this fairly casual and zip this along fairly quick as we go through the different screens. So some of you may be familiar already with Adobe Experience Manager and their sites and assets offering. So I’m starting there, you should be able to see my screen now and you’ll see that I’m really on, I’m going to get this Teams toolbar out of the way. And we’re going to start from this is what we usually dubbed the welcome screen in Adobe Experience Manager. And first thing we’re going to do is we’re going to go in and we want to build a marketing form or a contact us type form that’s going to be on our website. And the first thing we’re going to see here is the new universal editor for building these adaptive forms. So I’m going to go into one of my sites and just to start off with, I have a blank page and then I have another one that’s maybe a little bit further along because I don’t think you want to see me do everything here today. But as far as adding different fields, so here I’m just going to open up a temporary page here for a moment, just so you can see how this all starts to come together very quickly and easily. And without really the need for code or custom development or anything like that, this is really simple, easy to make forms here with tons and tons of capabilities. So here I’ve got a WeDOT Healthcare, our fictitious healthcare organization here, I’ve got my page and you can see here I’ve got a just a simple form. I’m going to just delete this one and I’ll show you how I can recreate this very quickly and then we’ll jump to one that’s a little bit more complete. So in the universal editor, I can go to my content tree, choose a section where I want to add my adaptive form, my web-based responsive form to our site page. And so I can select the section, come over here, click on add and you’ll see here in the adding options for the universal editor we’ve got, I can go ahead and create an adaptive form. But if I already have an adaptive form that maybe I’ve built in another situation, I can go in and just go and grab that form and embed it right into this particular page here as well. But I’m just going to choose the adaptive form. Again, this one I’m just, this is just to start off with today and so that you can see just how I got to where I got today when I jump into one that’s a little bit more complete. So you can see here’s my adaptive form. I can then go ahead and I have access to tons of very useful form components that I can add, things like text inputs. So I can drop one of those out on the page. I can go back and add things like date pickers, dropdown list boxes, file attachments and so on. And I can just start adding this all onto my form very easily here through this editor tool. And once I’ve added something onto the page, I can simply just go ahead and open up the content tree over here. Here’s my new text field. And I can go in, double click that to access all of the really useful properties that we have for each one of these components. Here you can see I could go ahead and let’s say I want to put a first name on my form. I could change the name of the object and then change the caption very easily there. If I want to make this a required field, we have the, I can go down to validation and turn on required. I can also specify things like an error message if somebody tries to submit the form without completing that field. So here I could say first name is required. I could even add other, you get it, see what I’m trying to type on the flyer. But I can also go ahead and add some validation messages here. I could specify how many characters I want to max out on that first name and so on. So there’s lots of built-in functionality for this. Let’s go ahead and I’ll jump over to maybe a little bit more completed form so you can see how they can be stylized and brought to life here a little bit more. So I’ll open up the same page here that I have a better form on.

I’ve added a bunch of components and we’ll just show you a couple of quick things that we can do with this particular marketing form here. So I’ve built it in a two column format. So you can see we can add some text and images over here, potentially some helpful text on how to use the form. Maybe here I’ve added a first name, last name and email input. By the way, when you add components to your form, there is an email component in here. And this already has validation added to it so that if you’re really looking for somebody to put in a real email address, at least it’s going to check to make sure that it is in the form of an email address and not just a regular text field. So we’ve got that. Here I’ve got, are you currently a WeDot healthcare subscriber? Yes or no. This is a new take on radio buttons. So instead of having the little round boring dots that we have for radio buttons, we can have little buttons that toggle back and forth. And here we have a drop down list box that has what type of plan are you currently enrolled in. Now I could add a rule on this as well that says maybe show or hide content based on what the person is doing in the form. I’ll show you that capability when we get to a little bit more complex form here in a couple of moments. One thing I did want to show with this one, I’ve got a submit button. There’s really a couple things I just want to show with this form and then we’ll move on to a little bit more complex form.

One is built into the solution. We have this, what we call the experience builder to help you build some form objects and make it really easy. So again, if you’re really not sure how do I go and add a drop down list box and populate all of the contents in the drop down list box, I can go over to the form experience builder over here. This is using AI now and I can go ahead and write prompts of what I would like to do in my form. So I have one here queued up in my clipboard so that you again don’t need to see me type because I’m a terrible typist. But you’ll see here I’ve just added a prompt that says add a drop down list that allows a user to specify a reason why they’re contacting us, include the following reasons. And I just listed a bunch in there and I’m just going to click on execute. It’s going to go and build that component for me. It might not know exactly where I want it on the form, but I can move it and you’ll see here that it’s come up with a definition. I’ll click on apply and down here somewhere probably will add it. Oh, it actually added it right here. Okay, perfect. So you can see that here’s my new drop down list box. And if I go in and we go and take a look at the configuration of that particular object, we can see that it actually created a drop down called contact reason. It’s got the caption and it’s added all of the components for me. That is just even even if you know how to build a drop down list box, this is much faster than actually doing it the traditional way. And I could just prompt it, type in what I want and have it go and build that beautifully there and off we go. If we do want to have more of a wizard like experience where somebody enters in the first bit of information, then they can click next and go to the next bit of information. We see that on a lot of contact forms these days. There’s also a component that I can add onto my form here built right in called wizard.

And in that case, when I add the wizard to my form, you can see that it’s giving me that step one, step two, and then I could just move all of my objects into that or create them on the fly right here. You can see that I could go into my content tree, find the wizard, and I’ve got item one, item two, and I can just go and grab an item and then add my fields to that wizard. So this is the universal editor allowing me to build simple forms right here on an existing sites page.

And I hope you’ll like that because I’ve been using the forms capabilities for a long time and I’m just finding this is super easy to work with and actually very quick as well. So I’m just going to get clean that up a little bit. And by the way, we can also, you know, as you’re building your form, you’ve got some previewing tools up here. You can see you can create rules for hiding and showing objects. I can go to my form properties and specify where do I want this form when somebody goes and fills in the form and click submit, where’s it going to go? And we can do something really simple if you want. I find a lot of organizations want to do that to start with, which is just send it to an email inbox that can be done. But you see here, if we go up to the form properties on this, we have a large option, a set of options for handling the submit action on these forms. Here I can do the send to email, but I can also invoke a Microsoft Power Automate workflow, submit it directly into SharePoint, maybe to a list. Here I can invoke a Workfront Fusion flow. I can submit to an Adobe Experience Manager form data model and submit to Adobe Experience Manager and so on. So Microsoft Azure and all kinds of different ones down here. So you’ve got lots and lots of options for submitting and easily configuring them. In this case here, my form is already configured to submit to a Workfront Fusion flow. And I just tied that in over here in the properties, which is, again, just one option. And it’s going to just automatically submit all the data from that form to that particular scenario.

The other thing that I just wanted to show you before we leave this is if I want to preview or test out this form, I can just do a simple preview here. Or I can say go and click and open up that existing page, that Adobe Sites page, and show me what that form is going to look like right here. And so you can see that there’s my form with my new reason for contact here. So that’s all looking pretty good. So that’s the Universal Editor.

The other type of capability we had, and Melissa actually mentioned this in her introduction about authoring at scale. Adrian and I were just talking with a customer recently that has something like 250 PDF forms that they want to convert potentially into these web-based forms in AEM forms. So what we can do there is rather than doing them as one off, so I’m going to go over here back to my AEM welcome screen. And I’ll go to my forms folder, and I’ll show you a couple of capabilities here that we have now. So I’m going to go into forms. I have created a folder on my server for WeDot Healthcare, our fictitious company here. And there is a traditional forms conversion tool that we have, but what I’m going to show you today is using the experience builder to convert a form really quickly and easily. I actually find this is a much faster way to convert it. And imagine again, if you’ve got 250 or 400 or more forms that need to be converted into web-based forms. So here I can click on the experience builder icon. I’m going to come down here and do a slash and just type, I’m going to grab import form. Now, I should probably show you the form I want to convert. I actually opened it up in Acrobat ahead of time. So here’s my, this is a form that I have, this is a print form of some sort. And you can see that it’s really not really an interactive PDF or anything like that. But we’re going to use something like this to convert it over into something a little bit more usable in the web space. So this is maybe like a paper based form, or one that traditionally somebody would have gone to the website and maybe click the PDF to download it, maybe filled it in with a pen or if it was interactive, they could have typed in some information and printed it. And so we’ve got that form here. I’ve already uploaded that into my PDF forms folder here. And so we’ve got a couple of different PDFs in here that we’re going to take a look at. So let me go back, I’ll go up one level here.

I’ll restart that import.

So here I’m going to click on import form and what it will do when I execute that is it will allow me to now go in using the AI assistant here I can now go in and choose one of the forms that I’ve uploaded onto my system. So let’s go ahead and choose one here, I can then go and choose a style or a predetermined template for how I want it to look. And so here there’s a number of different templates that I have built in here but you can also create your own custom ones. And I’m just going to choose a blank one that’s not too fancy. And sometimes I like to live on the edge. Maybe there’s a better one that I can use.

But maybe not, I’ll leave it on the blank one. And then here I can choose a theme which is all of the styling that I want to add to it. I have a healthcare based theme that maybe I’ll choose for today. And then down here I could also put in some additional guidance. I could probably say, create this form using a wizard. I don’t know if this will work totally. I’ve never tried this prompt so just bear with me. Create this form using a wizard layout. And, but I’m going to click on create form.

So now it’ll go and take that PDF document and run it through AI and take all of the components and lay it out into a web based adaptive form. So this shouldn’t take too long. It is fairly quick and it is only a one page form so I’m expecting maybe another 10 seconds here or so, and it should work.

Okay, so it’s done. I can now click on open up that new form and you’ll see that it’s done a pretty good job of converting the components over from that PDF into the new web based form.

Just loading.

My prompt for the wizard didn’t work the way I wanted it to, but that I’ll have to fine tune my prompt skills a little bit. But what you can see is that it took that PDF form and it, it took each section of the form. And you can see if I go back to the form itself. I’ve got really different kind of sections of that form I got personal information I got contact information, insurance information primary care, emergency contact, so it’s detected all of that. And you can see that as I go through the form now I’ve got personal information in its own panel, contact information, mailing address as a sub panel underneath that. And again, this is based on the template and the theme that I chose during that conversion process. If I do want to change that I could always go and change the layouts and the styling here a little bit afterwards, but you can see that that did a relatively good job to get me started. So I don’t expect that the form conversion is going to take my let’s say my 250 forms that I need to convert. I don’t expect it to do all the work for me. But what I do expect and and I see on a day to day basis is that this conversion tool will get you. Let’s say 80 85 maybe even 90% of the way there on the conversion. Then you might need to go in and do some cleanup some enhancements, you can go back in and and use some of that AI capability that I showed on the on the contact form to create a drop down this box, or to change things you can do that in here as well.

And here you can see you can use ideas to get started, send an email on form submission so that will automatically set up the submit to send an email for instance, or add a mailing address panel to the form. So you can add additional components to this form here let’s maybe do that let’s try this let’s say add a panel where a user can add dependents, age, and gender. Okay, so I’ll just click on enter there.

And so it’ll go and add a new section for the user to go and add, I should have probably specified name there as well. But let’s just go ahead and click on Apply.

And that would have given me a little bit better, I suppose I could probably still go in here and say, add a name.

Let’s say add a full name and date of birth to the current panel, something like that. But you can use these AI prompts to go ahead and and add content and modify your form.

Sometimes when you when you add this, it may not add everything in exactly the same place. But one of the good things is that it is easy to go and clean up these forms once they are created, because I can just go in to the content tree over here, I have access to all of the objects, and I can then go ahead and just move things around. So here’s my dependent section. And here’s the date of birth and so on. So I could just move these and add, there’s my, I’ll put the name here, and so on. And so that should refresh here in a moment. I could probably drag it here as well, and just move it up and place it into where I want to drop it.

So that’s a little bit of using that Adobe Forms Experience Builder right in the editing of this form. So I think given the time here, and the other thing I just want to show here is that, and then I’m going to jump into a live demo here of everything coming together. So here you’ll see that I can also go and look at the form properties here where I can do all kinds of really great things. I know we’re kind of under time constraints today. But when you have one of these forms, I can, you know, maybe change the name of this.

But I can also go and specify a pre-fill service. So if this is going to be maybe a user who’s already submitted a contact us form, and then they want, you want to pass in some of their information into this form, so that when they gain access to this form is already partially completed, we can run a service to pull data from Salesforce or Microsoft Dynamics or wherever that data might be. And we can go and pre-populate this form on the fly. We can go to the submission over here, and we can specify our various submission entry points like we saw on the other form to work from Fusion, for instance, and so on. So you’ve got all of the capabilities at your fingertips right here to go and enhance and fix up this form. So let’s go ahead and I’ll show you where I’m going to in this live demo where things are going to go today. I have built a couple of work front Fusion flows. And again, remember, you can submit to Microsoft Power Automate and Adobe Experience Manager also has its own workflow engine as well that some of you, if you’ve already been using sites, you might be familiar with that workflow tool. When you have the AEM forms add on on your server, then it gives you a bunch of extra capabilities within that workflow to do things like assigning a task to somebody, to doing interactions with back end systems, whether it’s a database or Salesforce, anything like that. So we have tons of capability in the AEM forms workflow. But today I have opted to go to work front Fusion so you can see what’s going on. I have two flows. The first flow is the one for the contact form. That’s where it kicks off this one. It captures the AEM form submission. And I’m just grabbing the data out of that submission and then we’re just going to reformat it and send out an email to the person who submitted that contact form. And then the other one I have is a little bit more complex. Let me go back out one more step here. This one here is going to be for my enrollment form. And just to show you some of the capabilities on it, you’ll see that it’s going to again capture the data from the AEM forms. We’re going to go and add that document into work front, into a folder in work front where it could potentially be reviewed and approved and then moved in the workflow could move on from there. Today I’m just keep it simple and not too much interaction there. I’m just going to be able to submit it and you’re going to see everything go through. It’s going to go into work front, but then I’ve also added steps for it to send, create an Adobe sign agreement. So maybe we’re going to take this enrollment form and send it out for an electronic signature on the fly. So this is my other workflow that we’re going to see here today. So let’s get started with that. I’m going to go to my demo group here that I have in my tabs. And here is the form. We did do a couple of changes to it. So let me just do a quick little refresh on that. And actually I didn’t, when I did add that extra dropdown list box that said, why are you contacting us? I did not publish that.

Well, it does happen on there. I didn’t think it would actually have it, but there it is. Okay, so that’s good. So let’s go ahead and fill in this form. I’m going to act as the customer here or the client. This is going to be Ayatan. So I’m going to put in Ayatan. Now I am going to put in my own email address. But what you’re going to see here is that, remember, this is one of those email input fields. And so it’s got validation on it by default. So you see that if I just try and put in something simple there and I tab out of it, it’s going to throw up a validation error that can be customized easily in the interface. I could have put in a better response there. But let’s go ahead and put in the rest of the email.

And I’m just going to use my own. I’m using my own with an alias on there. Let’s put in Aya’s phone number. There we go. And doo doo doo doo. I didn’t put validation on there, but let’s put that one on there. Are you currently a healthcare subscriber? Let’s say no reason for contacting us is going to be questions. Let’s see, requesting a quote. And here I want to do temporary short term coverage. And here I could put in whatever the message you want here that you want to send along in your contact form. And then we can go ahead and click on submit. And it is still looking at my email address there and not really liking that. But it’s still, because I had the alias in there for plus Aya. But it did send it. And you’ll see that, thank you, your form has been submitted. So now it’s gone to that first Workfront Fusion flow. It does, the interaction between forms and Workfront may not be instant on my server. I think I can configure it to be that way. But right now I think it runs about every 30 seconds or so. But what we should see, what we can do here is we can go to Workfront and we can view. And if this does take too long, I have a backup plan for today, but it shouldn’t take too long. Let’s go in here and let’s go back up to the first flow. Actually, by the time I get in here, it’s probably already run.

But we can go in here and I should be able to see it doing a refresh here.

There it is. You can see it’s running now. The scenario is running. 1.40 PM. And then it should come back and say success and it’s done. So now if I go check my email, again, I’m Ayatan who’s run, you know, done my first one. This is the one I did just before we started. Let’s go ahead and just do a refresh.

And okay, well, my email’s a little slow here, but it does say it’s loading.

There it is. Okay, so here you can see here’s the one that just came from the Workfront Fusion. Now this email template again, driven by Workfront and I can’t say it enough, but this could be coming from any tool that you really want to submit to. Whether again, it’s Salesforce or if you’re submitting to Power Automate or AEM, whatever. What we’re doing here is we’re sending out a personalized email. Now I’m just personalizing it with the data that’s come from the form, but we could also do some other interactions with maybe submitting to and using some of the customer journey tools that Adobe provides as well to really enhance this campaign, whatever it might be. But in this case here, you can see that I have branded the email by putting in Hi Aya. And then down here, I’ve even added into the actual body of the email, we received your message about the short term coverage that we’ve got. And then I can go along and say, okay, let’s enroll in that particular program. So we’ll click on that link and you can see how it’s taking us directly into my more complex enrollment form that I’ve already cleaned up. It was been auto converted and then cleaned up into a wizard style layout. And in this case, I used a very clean, I like a clean white background on my forms. So I’ve used that as a theme. And you can see we’ve passed in some of the information, first name, last name, phone number, email address. And she can now go ahead and fill in some of the rest of these information here. So let’s just go back and choose a date that might be more appropriate here. There we go. Last four digits of a social security number. Again, we can put in validation and patterns on all of these fields real easy. Add conditional rules. I didn’t show you that. Maybe we have some time, I’ll go and show you how to create a rule to hide or show objects. It’s super easy. Here I can come down and choose some other information here, but I’m going to keep this quick because there is quite a bit of fields on the form. And I could have made this into a drop down list box to make that a little bit better as well. You’ll notice that some of these fields will have automatically, they’ll have help. This is actually a byproduct of the automatic form conversion that where it detected on the actual original document, a city field. And so it will automatically create help text for some of these fields. Now you can go and manually for the ones that doesn’t detect, you can go and add your own help text onto the field level or the panel level or the form level to provide additional information to the user on how to use these more complex forms. So we’ve got lots of help. You can see there’s actually a help up here as well. And here’s where I wanted to show you the dynamic data capability. This is a really powerful feature. So if I go to, do you have any dependents that you would like to be covered under this plan? And I entered, yes. It’s opening up a new section. So that’s one of those rules for hiding and showing. And then here I can go in and I can start adding some information here. Let’s say, I’ll put in a date, making updates here. And let’s say this is going to be my dependent here is going to be a daughter. Let’s add another one. And I’ll put on making this up as I go along.

There we go. There we go. Put in that. I’ll put in a son here. And so you can, apparently my date, I didn’t add that in probably. Let’s just go ahead and select one. My typing skills again. All right. So you can go and add, you can see this is a dynamic section where you can just keep on adding, you know, as many dependents that you need to in this particular case. And then I can of course delete them.

I’ll just leave it at two and I’m going to click on next. And now I can get to my plan selection stage where you can see that the plan type that was originally captured on the contact form is passed through. And I could also add as an option here, I could, I just wanted to show you that rather than having a traditional dropdown, or in some cases we can use one of these objects, which is called an image choice, where we have nice icons on an object. So here you can see that if I click on premium plan, it’s actually changing that field. So I can go in and I can make it a multiple select, which is an interesting feature here as well. That can be configured whether you want it to be single or multiple.

Let’s put just an emergency contact here. We’ll say this is going to be spouse and put in a phone number there.

Here we go. Next. And I’ll just finish this off by saying next, next here. Do you have any chronic conditions? This is the same type of thing that I had before where if I put in, I can put in multiple items here and build up a list of maybe past conditions or prior conditions that I want to make available. And I’ll click next. And lastly, here I’ve got, do you attest to the validity of this form? If you wanted to add a reCAPTCHA or something like that to prevent bots from being able to submit your forms, that’s built in functionality as well. Here I’m, but I didn’t add, I don’t believe I’ve added that to this form. There is an invisible reCAPTCHA as well, but here I’m going to go and I’ve got that configured. So, but let’s go and click on submit and you’ll see that at this point, the form should submit and then redirect me to my thank you page. It’s a very simple thank you page I whipped up in insights, but it’s redirecting me there so that you could go to anywhere you want. But that’s the enrollment form being filled in and submitted to the Workfront Fusion scenario. So again, what we should see now, if I go back to Workfront, what I’ve got is that workflow will now take the document that was generated. And here’s one from earlier, that’s at 1146 this morning, but I suspect if we wait 20, 30 seconds here, maybe if I do a refresh, we’ll see if it’s there yet. But it’s taking that document as Melissa was saying earlier, we can take the data out of the adaptive form, add it to the, to a template and then generate a PDF in that customer correspondence. So let’s take a look at that PDF that was generated and stored in here. And then you can see there it is there. So there’s all my data that I collected. There’s Ayatan, there’s all the information. Here’s my conditions that I added on there. Of course, they’re kind of weird, but you can see how it’s building up the content in that form. There’s Rachel and Billy, my dependents and this document is ready to go. Maybe it gets approved at this point and then sent off to the last stage. But really what MyFlow is doing is taking this document and it’s sending that off to Adobe Sign. So you can see that I now have an email that the recipient Ay is going to get in her inbox says signature requested on this enrollment. Here I’m going to go in and because I don’t want it to conflict with my real account. I’m going to just say open that up in an incognito window and you’ll see that Ay is going to get this enrollment document, the customer correspondence version, sent to her for an electronic signature solution.

It’s going to load that I have to consent to doing electronic form business. And again, I can see that there’s my document ready to go. And it’s still preparing it a little bit. Just give it a second.

Must be the Teams meeting.

There it is. Okay, so it’s added my signature block where I had it on my correspondence document. So now of course, I can just go in here and use a legally binding electronic signature on this document. This is powered by Adobe Sign. But here I’m going to put in Ayatan and then we can apply that and you can see that we’re now done. And one thing I did not do in my Workfront Fusion flow that would probably be a good addition to this flow is I could then go and grab this electronically signed document and then store that in Workfront or in SharePoint or wherever I want to store it as well. But that’s an end to end solution that live demo, we saw that it was filled in and the data moved through and we filled in that form. So I know it took up a little bit more time than I probably should have. I need to give a little bit of time to Arun so that you could show some of the new innovation stuff that they’re working on as well. If you have any questions, feel free to throw those in the chat and we’ll take a look at those as we’re going along here. Arun, over to you.

Thanks Peter, that is fantastic. I’ll just add a few more innovations to highlight here. We also have what you saw is how we can have continuity between the marketing form for contactless lead gen to an enrollment form all coming from the same product. These forms can be very easily done in an on-brand way. You can trigger business process workflows using different options that Peter highlighted. What I’ll add to that is some more capabilities. For example, if you need to personalize these forms or use form data to personalize the enrollment journeys for a given user, now we have what we call the AAP RT-CDP connector that you can use to submit data to RT-CDP. Peter already highlighted the forms experience builder that can actually be used to create forms from scratch. You can give it a form saying, help me create an enrollment form and it’ll actually create the full form for you and continue to interact with the AI assistant to then change the layout of the form, add more fields as Peter highlighted. I also want to highlight our Marketo connector. You can actually map forms that you’ve already built in Marketo onto AM forms. You can manage forms in AM, but then also trigger the Marketo backend for smart campaigns and marketing automation.

Customers do like to fill forms in multiple different ways. It’s hard to sometimes fill long forms. We are now investing and have been doing POCs with initial customers to do multi-modal and conversational forms. You can actually fill these forms using a conversation and expressing an intent versus having to type into each field. And then the last one I want to highlight is one is forms optimization.

All of these innovations on this slide are actually in early access. Which means that any customer that wants to have these implemented on their instances or AM forms deployments will be happy to work with you and co-innovate with you to make sure that these actually work out for you and get you the value that you’re looking for. The last two I want to highlight is forms optimization and interactive communications. Forms optimization is you have taken all this effort to build these forms, but users are not engaging with these forms. Forms optimization will help you auto detect and auto fix any problems with the forms, whether the layout is not correct, you’re asking for too much information, the form is not placed optimally on a page, there are accessibility issues with the form. It’ll auto detect and auto suggest and auto fix that for you. This is another key innovation that’s in early access and happy to work with any of you that are interested in this. The final piece is interactive communication. So as Peter highlighted, there are times when you have to send out PDFs for e-signature or for archival purposes or for audit purposes. You can actually use the interactive communications editor to create custom templates for these PDFs. And we can sort of serve the best of both worlds because your end user experience when they’re filling the form can be this user friendly, mobile responsive experience, which is progressive and responds to user input and all of that, as Peter showed. But then for regulatory reasons, for adhering to your corporate policies and legal policies, you want the PDF that comes out of it to be pixel perfect and has a certain logo and placement of different sections in a pixel perfect way. We let you do that. So the user experience stays very friendly and mobile responsive. And at the same time, for legal purposes, you can have the PDF comply to a very strict template that you have built. That’s the advantage. And of course, starting from marketing forms all the way to regulated PDFs, we cover it all in the same product. I think that’s a big benefit here. Now, I will quickly highlight what that interactive communication editor looks like. I’ll skim through a few of these steps so that you get a glimpse of all the demos that I have. This is the adapter for creating those PDF templates. You can have your logo placed in a pixel perfect way and design these PDFs. You can have data integrations and add things like tables and… Give me a second. You can add tables and other elements that you would need on such a template. And then this data would be merged with the system of record that you’re talking to or integrated with to pull in the user information and generate that PDF for them, either as part of form submission or as a separate statement that you’re sending out on a monthly basis or a weekly basis. So this is the PDF template editor or communication template editor, as we call it. I quickly highlight a couple of other things.

We in Universal Editor also have extensibility, which means you can have task management coming from work front and the user can see what tasks have been assigned to them. And then here, Peter talked about the form experience builder more from a PDF import perspective. What I’ll highlight here quickly is that you actually give it a fresh prompt to create a form from scratch. Right here, I’m saying create a form with a personal information panel. There’s no existing PDF form. I just want to start afresh with a new form. You can do that as well. It’ll give you a preview that you can apply and it’ll actually add the form to the page automatically, inheriting the look and feel of the page as well. What we call this when you’re heading the form within the sites page is what we call unified composition so that you don’t have to create a form elsewhere and then try to embed into the page to match the styling. This happens based on your CSS setup that you’ve done for the page automatically. I think that’s one advantage of composing forms in the same editor. Now, another thing I want to highlight is the form experience builder using AI. You can also scan images or hand drawn sections of the form. In this case, I’m trying to add a new section to the form using a hand drawn or a Figma screenshot. You can do that, upload that image and then say create an investment details panel using the attached image.

It’s actually going to go ahead and add that investment details panel. In this case, I’m using a secure bank account sign up as an example, not relevant to healthcare, but just trying to show you what kind of technology and features are there as part of forms experience builder. As you can see, and this could very much be an insurance plan that they’re trying to sign up for, right? In Peter’s example. So it basically took that image and converted that into a section in the form experience builder.

Now, you can continue to tell it to add more panels, create business logic. I think there was a question on the chat around rules. You can actually interact with the visual rule editor through UI, but also through this AI assistant, where you can ask it to add business logic to the form and you can edit that rule and preview that rule before you apply it. Here is the rule editor where you can easily take form fields and add conditional logic and also connect them to external services.

So those are some of the key, I think, innovations that I wanted to highlight. I’ll let Melissa wrap it up with a call to action and we’ll see if there are any more questions on the chat. Like I said, we also have a way to submit to AP. That was this next demo that I was going to cover. And then also multi-modal forms where you can see things and fill the form as a conversation. Maybe I’ll quickly jump to that section here. As you can see, you can also click on images to fill forms. You can engage in a conversation. You can do doc scan to fill forms and all of that. So we’ll share the deck and the recordings. Happy to connect offline to follow up on some of these innovations. But I do want to leave some time for Melissa to wrap things up for us and share some resources. Over to you, Melissa. Actually, I can jump to your slides here. Thank you so much, everyone. Thank you, everyone, for being here. I put in the chat our contact information from the Adobe team, from the APTIA team. Please feel free to reach out with any question. There were some very interesting ones in the chat, especially with a great demo that the APTIA team did and the demo clips that everyone showed. I’m also leaving some documentation on the chat so that you can get started with AIM forms. And the next step, if you want to get more engaged with AIM forms, is that we can do a custom demo for you. Talk about more of the roadmap stuff that we have, more Gen AI innovations that we have for you. So with that, thank you so much for everyone for joining and hopefully we’ll hear from you soon.

Thanks for joining.

Thanks, everyone.