Espressos & Experience Manager - AEM Forms

AEM Forms are a key catalyst for capturing leads and converting them into loyal customers. They maximize conversion rates at every touchpoint in the user journey through optimized form filling experiences, authoring at scale, and personalized communications. In this webinar, Adobe’s product team shares AEM Forms use cases in your organization, addressing the most common challenges with data input and output. They also highlight the latest innovations, including: a new GenAI Assistant, Unified Composition with AEM Sites, and new ways to deploy forms through conversations. As always, we conclude with a live Q&A session addressing customers questions.

Transcript

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Hi, everyone. We’re going to give folks, some time to log on. But we’ll get started in a few while you wait. Please feel free to play a game of rock, paper, scissors. Let us know in the chat where you’re joining us from.

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All right, everyone, thank you for joining us today. I see a few people still logging on, but I’m going to get us started because we have a very full agenda for you today.

Let’s hear. So welcome, everyone to Espresso and Experience manager. Today, our amazing group of presenters will be going through one of AMD’s most powerful offerings and and forms. We designed our webinars to be interactive. So we encourage you to ask questions in the question box throughout the presentation. Type them in there. And we’ve designated the last ten minutes or so to go for Q&A. I also want to mention a couple of housekeeping items before we get started. First of all, we’re presenting at Adobe Connect today. And we are live. But don’t worry, the session is being recorded. It can be viewed on demand or shared with other members of your team at a later time. You’ll get that recording in an email from us tomorrow afternoon. Also, throughout the presentation, on the right side of your screen, you’ll see a form to fill out to receive more information on a, forms, directly from your company’s solution account manager. This is a great way to get in touch with someone who can best explain your current access, as well as opportunities to leverage this incredibly exciting tool. And finally, as we’re closing out the webinar, we have a few, survey questions that will be at the bottom of your screen. If you could just take a minute or so to answer those. We really appreciate it. And with that, I’d love to introduce myself. My name is Jeffrey McGuire. So I’ve been a digital engagement strategist at Adobe for a little over two years now. I lead the production of our webinar series for all of our experience cloud products, and prior to my time at Adobe, I spent two years working in advertising for several global agencies in New York. If you have any questions or comments about today’s event or about your experience on Adobe Connect, please feel free to reach out. And with that, I’d love to hand it over to Melissa to introduce themselves and.

Melissa, you’re on mute. No. About that. No. Yeah. So I’m from the product marketing team of a informs my experiences in aviation and healthcare and always trying to translate that, voice of the customer to the product.

Thank you Jeff. Thank you Melissa. Hello everyone. Welcome to this session. My name is Aaron. I lead product for a Forbes and been here at Adobe for about ten years. Happy to walk you through our vision roadmaps and all the latest innovations that we’ve been doing and what we are announcing at summit. So excited to have you here. Perfect. Thank you both. Let’s get right into it.

So tell me when you can see my screen.

And you can see okay. And you can just throw it onto presenter mode.

I mean, I’m presentable now. Yeah. Go ahead. Yes. Yep. Let’s go ahead. Give me, give me, give me one second, one second.

Let me just go on mute before I start.

Thank you. So if you go to the next one.

This is where we have prepared for you today. We’re going to go over the challenges in performance management, how it informs exactly tackle those challenges and drive results. We’re also going to talk about cloud native performance. And then we’ll end with Arun going over the product mission roadmap. And we’ll end up by seeing it in action.

So first of all, I do want to start by addressing the challenges. And in today’s world, digital content is continuing to grow exponentially. And the role of forms in capturing that ever growing array of data points has also risen exponentially. So organizations have multiple products, multiple services that are offered in multiple pages. On top of that, these are offered in diverse locations for multiple types of customers. The multiplication of this layer on top of one another and results not only in 10 or 50 forms, but thousands of them. And the challenge is not only to do it at scale, but also to give the correct form to the correct customer.

If you go to the next slide.

We have many challenges on the organization side, but there are also many challenges on the demand side. Users are expecting fast, seamless and unified experiences on their forms, pushing organizations to move their journeys to the digital world. So, for example, users are restless two out of three customers will abandon a form entirely. If any complications arise. There are more T-Mobile. 40% of them will start on one device and end on the other, and at the same time, they’re overloaded. They have. They received repeated requests for the same ring formation, and they are also saturated. They receive, duplicated information all the time. So in that context, a broken form experience will limit your ability to drive business results. If we go to the next one.

So the main challenges we hear from our customers are that are that those development cycles lead to a slow time to market, leading to missed opportunities and creating a high dependency on I.T teams. Now, not only that, but customers don’t have an omnichannel experience when it comes to foreign and it impacts the completion rate. Also, by having fragmented tech stack, it creates symbols of information, not allowing teams to leverage that data captured that’s so costly to obtain. And it generates broken experiences for the customers. All of these combination of challenges result in poor user experiences and therefore in low conversion rates. Now, I’m here to tell you that alien form solves for all of these challenges. And if we go to the next slide to explain exactly how.

So to explain exactly how we’re going to walk you over how a form user journey usually looks like, and you start with an engaging and site experience. Of course, with engaging content, easy to find information, fast loading times, everything we know and sites provide. The next step after this is for the site visitor to fill in a contact us form, and for the organization to generate leads. However, then user has a completely different experience between sites and forms. The form is it’s a static. It’s not a brand. It does not even load. If the customer manages to sign up, the next step would be enrollment. But the only solution this paper based forms. So they are manual processes and it causes delays and multiple errors. The next step would be onboarding. But then user receives the onboarding email this after he or she has already, signed up. So of course they forget. Finally, the last step would be retention, but the end user is given an overflow of information from this particular company, so he or she just doesn’t open it and forms cancel. For each of these challenges. It creates a unified experience between forms and sites. It creates omnichannel experiences. It automates workflows. And finally, you’re able to create personalized communications. Therefore, the business impact that it can bring is huge. It can increase form filling rates, conversion rates, improve the user experience and help with user base expansion, and therefore with user loyal.

And if we go to the next slide.

We want to do a poll here and ask all of you, what is your top concern when evaluating a form solution.

Perfect. Thank you Melissa. So let’s go ahead everyone and get started with our first poll for you all today. Go ahead and let us know what is your top concern when evaluating a form solution.

Seems like right off the bat, ease of use is top of mind for everyone. Makes sense. Integration with existing systems.

Of course, security is always top of mind as well.

Give everyone some time to answer as well. It seems like our top three or in our ease of use integration with existing systems and security. Well, the great news is we’ll be addressing many of these right here today. I’ll go ahead and hand it off to Melissa again to continue with the content we have prepared.

We need to share again. Right.

Starting again. Give me one second.

Thank you. Erin. So, yes, we hear you. We know what are those main challenges with the forms, solutions. And today we’re here to tell you that a informs solves for those. And it doesn’t mean two ways it covers operational efficiencies and exceptional user experiences. So by having peak operational efficiencies through easily authoring at scale and having automated workflows, that’s the baseline so that you can deliver the best user experience through omnichannel experiences and fast delivery. And with all of these pieces put together, this is what’s going to help you to drive a higher conversion rate and a higher enrollment rate.

If we go to the next slide. And we see this across, our customers in multiple industries, they have achieved impactful business results like the ones that you see here on the screen from decreasing from abandonment of 63% to higher team productivity of 66%, leading to an increase in self-service for customers in 113%. We also help developers edit forms faster in 85% and end users with their form filling experience. We see a 58% faster completion and also 5,050% decrease in customer errors. Now the next question would be what are those capabilities exactly? The type that drive the results that I just shared. And then next slide, we’ll be able to see that.

So a Informs is an end to end solution starting with omnichannel forms. On the left of this slide, organizations are able to easily to easily author and scale boosting developers productivity, but also empowering the business users and provide a guided experience for the end user. After performance submitted a Informs helps you to automate workflows. Everything that happens after the data is submitted, including taking the data to the right places. As I mentioned at the beginning, and forms is an end to end solution, so it helps you to leverage the end user data in every way, including interactive customer communications, which is the third column that you see here on the screen. All of these capabilities are supported by AI, which are and will show exactly how a little bit later. And finally, we have our aim site integration, which is extremely important because it creates a unified experience for the internal internal user, but most importantly for the end user as well. And finally, it is important to mention that all of these forms capabilities are integrated with the Adobe Experience Cloud ecosystem to bring the best out of every product.

So now the next question would be, how do we see these capabilities in action? And we go to the next slide. So informs with this capabilities is able to to solve for every type of form, starting with forms for customer acquisition and conversion. Starting on the left of this slide, a great example is a contact form that you can find on any website. The value that a informs brings to this use case is huge. It allows you to create on brand unified experiences for the end user, increasing conversion rates and maximizing the ROI of the marketing funnel. The next use case is forms for customer enrollment and engagement. A great example is a credit card application in which you have multiple form fields, multiple categories, multiple types of information. Within forms, you are able to build a guided experience for the end user, which is extremely important and also provide a super fast service rate enabled by this automated workflows. And finally, we also have customer communications. As an example of this is a monthly statement. As you can see on the screen, this is very helpful for our customers because it helps them to drive user value because it is integrated with the data source, and the communications can be therefore easily personalized.

So, as you can imagine, as a asset and as I have showed, that we drive impactful business results across industries. And in the next slide you’ll see some examples.

So starting on the left we have a bank in Africa that was able to increase online enrollment conversion rates in 2.5 x. Imagine how that translates to the ROI of the marketing funnel. Second, we have a global biopharma that was able to edit their forms 85% faster. A critical job that needed to be done in this particular company. Third, we have a global investment firm that was able to create this customer communications that I just mentioned in just 15 minutes before they did in eight hours. And finally, our British OEM that was able to replace four solutions with just a Informes. So imagine their the savings that we generate.

And now we’re going to move to the next section which is cloud services, because it is very important to highlight that, cloud services is a baseline to everything that I just explained. So it will give you access to the latest innovations. And today being this part, super relevant with all the impactful innovations that we are driving. Second, it ensure it speeds, availability and resilience. And finally, it offers proactive security by default. I want to go to the second slide because I want to stop for a second to explain what we mean exactly by a cloud native performance, and it is that it is always current, it is always on.

It is always a scalable and it is always secure.

As I mentioned before, as I mentioned, being always current with the latest innovations provides you strong competitive advantages. Having access to the most cutting edge technology that Italy provides is what will allow you to differentiate from your competitors. Second, always on with automated operations with a high SLA built in failover systems and HIPAA and GLP compliant security provides peak operational efficiencies. Remember, what I mentioned at the beginning is that peak operational efficiency, what’s going to allow you to deliver the best experiences for your customers? Third, by being always scalable, you can ensure high performance without the scaling that adjusts resources based on usage and demand, enabling a high impact experience for your customers. And finally, and very importantly, always secure cloud services has proactive, non-intrusive maintenance updates that ensures enterprise grade security, and it eliminates a chance of any potential breaches.

And one very important capability that we develop with cloud services is edge delivery services. We go to the next slide.

An edge delivery the edge delivery services allows you to deliver the best experience for your customers. It provides a perfect call with vital, which translates to reduce latency and faster delivery. It also dynamically scales to traffic, allowing for high peak complaints to work without any slowdowns. Imagine how important that is. And remember, two out of three customers will abandon a form if complications arise, and this is why this capability is mitigating that risk. So with that, I will pass it over to everyone to talk about the innovations.

Thank you. Melissa. Let me start sharing my screen again. I just needed to come back here to unmute.

Okay. So that was a great introduction to, ehm, forms and what benefits it brings to our customers. I’m going to start the product section here with, a quick overview of our vision. So the first thing we want to be clear about is we are not just a data capture solution. Right? This is not just about data capture. With a stack of fields on top of each other, we are about experiences and journeys. And what I mean by that is our integration with Aim sites that, Melissa mentioned and the fact that we can be part of a content management system like Am means that we can deliver these forms as on brand experiences that are consistent with the brand identity and styling. Right. And also it offers, unified composition, which I’ll cover in a bit, which means for the author, you are actually creating the site space and the form in the same, or same editor, with consistent styling and that means a consistent on brand experience for the end user as well. So that’s the experience part. And what I mean by journey is, is you need to serve different types of forms at different touchpoints with the customer along their, journey as a user or a customer. Right. So you can start with a Legion form that you may have to serve an enrollment form at some point, then some kind of a personalized communication that you need to send. And then maybe, upgrade offer or upsell offer or some kind. And this is where client integrations with Experience Cloud comes in. We are investing in connectors with RDC, ADP that will help, capture some of the user profile data and help personalize some of these journeys. And also, integrations with analytics help you continuously optimize these forms of conversion and better user interactions and so forth. Right. So that’s the vision we have to help our customers go from just forms to actually experiences and then orchestrated journeys.

Okay. I will go over some of the recent, highlights that we have, for the product, what we have been doing with the product, with, recent innovations we have launched. And then I’ll cover what’s actually in early access and innovation. And also then finally, what’s the roadmap and what we’re announcing at summit. And then we’ll, jump into the, demos of some of these innovations. So let me start with what we have already launched in the recent past.

The first thing Melissa already mentioned is, is delivery services capability. This is again in line with what we have launched for sites. What this does is two things. One is it allows different ways of ordering these forms. For example, you can actually create a form in a spreadsheet using what we call document based authoring. Second, it improves the end user experience through, perfect for web vitals delivering these experiences through edge which leads to lower bounce off rates and higher conversions and better user experience. And then, for enabling unified competition with sites, we launched what we call core components for cloud service. And what this does is, again, two things. It improves the developer experience. We have these out-of-the-box, components that can be also customized if needed. And that customization approach is same as you have for sites. Right? So there’s no need to have a different framework and different expertise to be gained. Before you can custom, build custom forms components. Now at the same way you build sites, custom components is how you will build performance components as well. And also the styling is all web based. It’s uniform. One approach to design the style guide and style system for the page, the come all the components of that page will inherit the same, so it makes it much easier to, keep these forms on brand and, styled consistently with the site speed itself. The next innovation that we have had for a couple of years now, but I want to highlight it, is headless adaptive forms. This is what lets you meet your users where they are. And service forms as multiple across multiple channels and also multiple modalities. Right. So you’ll see that announcement coming at summit as well. But you can now fill a form in multiple different ways. Then the next one is visit UI. So we made the process of creating forms from scratch easier by breaking it down into a series of steps. We have made it much easier to configure analytics on these forms, so that you can observe user behavior where they’re dropping off. There are errors happening on the form. So you can actually take that data and try to improve the form for better, user experience. We have made it much easier now to track, versions for these forms. You can save any changes you do to the form as a new label labeled version. And you can compare versions, you can revert back to a previous version and so forth.

And then, we keep on adding to our ever growing library of connectors, whether it is for business process automation like Microsoft Power Automate, look for fusion, or for system of records like Salesforce or claims like Salesforce, Microsoft Dynamics, OneDrive, SharePoint, list, databases, what have you. Right? Any kind of system of record or data source you want to submit? Do we allow that including Rest endpoints, that are API based? Okay. So that was what we have done so far. Now there are some innovations that are already in early access, from our roadmap and this is something that you can, ask for if you want access to any of these innovations. So some of these are first one is universal editor support for forms. And what that means is for the edge. Also you can do with click authoring. The page based editors that we have for cloud service allow you to do a ordering for the publisher. If you want to publish to the edge, the universal editor allows that you actually dealing in blocks versus components. That leads to all the benefits that we discussed around is delivery services.

All are cloud service customers. Any any new customers that purchase any forms are now getting delivery services. And if you have cloud services and want to upgrade delivery services, there’s a path for that as well. And then the next one that’s very exciting is gender based authoring. And I’ll cover that in a bit, which allows you to create forms using a simple prompt and engage with an assistant or agent that helps you make modifications to these forms. After creating the. And then next one is Marketo Connector. So we have many customers who have, forms built in Marketo or sometimes in other technologies as well. But they want to centralize the form management in Em, to, again, make it, easy to manage these and keep them on brand with sites.

This is where the Marketo connector comes in. You can have the form served and hosted out of an, but you’re still submitting the Marketo backend to trigger a smart campaign or an activity after the form is submitted. So it kind of get the best of both worlds easier format is great, but also the automated automation. Next one is conversational forms. This is what now is going to evolve into multimodal forms because in addition to a conversation, we’re going to allow other modalities like scanning a document. So this is also in early access. We actually have customers who are live with WhatsApp based conversational forms, some of some very big FSI customers. And then this is also going to now include web chat. So on your own web pages, the form will be able to, switch to a conversational mode and I’ll cover that in a bit more detail. And then finally, if you have, need for business process automation and you have work from Fusion investments, this is another way to automate your business processes in addition to inbuilt a workflow engine that we have and the Microsoft Power Automate option. So that many options to do business process automation, anything that needs to be automated post form submission. Okay. With that, let’s now take a peek into the future. So I’m going to just summarize, what are the top summit announcements. So also read it as basically a roadmap for H1 and a bit of H2 of this year. So the first one is what I mentioned earlier which is AI based generation. And this is what we’re going to call experience builder for forms. What this means, as I said before, is you can actually enter a prompt with an intent to create a form and actually create the form for you will see a quick demo, in a bit the next one is what we call multimodal form filling. As I was saying earlier, right now we support, omnichannel forms through headless, whether it’s a mobile app or a react app or web. Now, within these segments, we are trying to now add multi multiple modalities through which you can fill a form. So imagine engaging in a chat or scanning a document to fill some of the forms, or even clicking on an image on the right you see Kitchen configurator example where you’re choosing the different portions of the image and the different appliances in the kitchen, and it’ll actually check the right, checkboxes on the form automatically. So a visual image based interaction with the form is also something that can be built, using a custom component in our product support site.

Okay. The next one is, personalization. So, if you want to leverage the user profile, in some of these Legion forms that your customers are submitting, update the user profile and hydrate the user profile using this data so that you can actually serve them, personalize experiences, to, journey orchestrator or through other, experience cloud apps or in general use it for prefilled when they return to fill other forms. All of that will be possible with our, investment in this new RDC ATP connector that will be launching. And then the next one is, I already talked about the universal editor and the work front. We also have another connector that is used in authoring of the form. So you can have, within the universal editor of, task manager extension that connects to work front. And it basically allows you to, engage with other stakeholders who have either review comments on the form or initial form intake requests can come from that channel. For the authors and practitioners who are working with new forms to build new forms or edit existing forms, so very powerful and easy way to bring the form review and approval to during authoring. Write to other stakeholders in your organization.

And then finally the last two. One is form experience optimization. So this is another very exciting innovation set of capabilities that we’re working on that will help you auto identify opportunities for improved conversion of your forms. Like if your form is not, doesn’t follow the right layout, it doesn’t have the right call to action. The fields are too complicated or on the page, the form is not visible. It will auto identify and suggest some of these opportunities that you can fix and will, also add auto optimization, which means auto fixing, some of these, problems or the continuous basis on your, published forms. So very powerful because ultimately the forms are a means to an end. As Melissa said a couple of times, you want these forms to be performant. You want these forms to be, good user experiences that convert. Right. So that’s why I think it’s important. The last part is interactive communications coming to cloud. We have had this capability, on 6.5 for on premise and managed services customers. Now we are going to launch it for the cloud as well. In the first half of this year itself. So in the coming quarter, as a first as an early access and then going GA later. And what this does is it allows it will allow multiple channels, including print and web. So we have a roadmap for first starting with the print channel, but then also including web and email channels in future to send these communications out. The good thing about having communications and forms served out of the same product that we have is that you can leverage the same component, same, clauses that you have going on some kind of agreements or statements that need to go out, and the forms are getting filled, and you can leverage the same data connections with the same database or system record. The data capture tool form is sending the data to the system of record and the communication actually pulling that data to generate a statement for a specific user. So I think that synergy really helps you optimize and be efficient with your solution and tech stack. Okay, with that, let’s jump into the demos. I’m going to start with the unified, composition here. What we mean by this is what you see here is within the same sites editor, you are now able to create a form as well. So on the side panel all the form components are present out of the box. If you have both in forms and sites license, of course, and you’ll be able to drag and drop within the same sites editor and build that form right there. And since you have set up the, CSS and styling for this page, all the components on this page, including the form components are inheriting that, right? So it doesn’t have to be a siloed activity. So first I iframe the form in from elsewhere. And then try to make the styling. So it helps. And it has all the components like drop down and date pickers. And also includes the rule editor and all the submit options that we have in the regular editor that is, that is available. So this is what we mean by unified composition. And this is something that, also carries into the edge world through our universal editor. What you saw was the page base editor that we have precise. Now let’s now let’s look at, some of the capabilities that we’ve added to edge delivery services. So one of this is document based authoring. What this does is allows you to bring form creation to other personas in your organization who are maybe not necessarily logging into, and they can actually create forms in a tool of their choice, like Google Spreadsheet or Excel. And the, adding a row to this form is basically a new field to the form is just adding a row to Excel. And every column here is attributes of the field, for example, the placeholder text, the label you want to give it, what type it is and whether it’s mandatory or optional and stuff like that. And then using the Adobe site that we have for SharePoint, you will be able to publish this form so that it can be referenced in a word doc. Now this word doc is where the web page itself is being created, right? So you will take that form that you just published, which is available as a block here. And you’re going to reference that here. So as you see here, there’s a form block and you reference the URL of the form that we just created in SharePoint. And again using the Adobe Sidekick you will publish this and it will actually create and render, a full HTML page, through edge. And it has all the content that was authored in word in a very easy fashion, with the styling coming from the project. And, the form that was created in Excel is showing up here with all the fields and the new field that we added. For, the destination here. So again, it also comes with out of the box capture support and attachment, support for adding attachments and uploading files. And the good thing is that all of that, the form and the page is delivered with perfect core web vitals. As you can see here, this is the other aspect of delivery services. In addition to making documents document based authoring possible, the end user experience is is perfect and leads to better conversion rates, which is what you essentially care for in the end.

Now, we looked at universal Unified composition earlier. That was for the page based component based editing. And the same concept is available for the, edge as well. So you can actually build for the edge using what we now call Universal Reader that is offering a specific way to, work with blocks that are going to be rendered at the edge, in a very performant way, as you saw earlier. But here now it’s offering with a big ordering, because not every form can be, created in, in Excel. Right? Sometimes you have multiple panels to, to create and the forms are more elaborate. That’s where this will come in. That will help you easily, create multiple panels. Again, the idea is the same. You have a side panel to drag and drop components that you want to add to the form. All types of components that you have in the regular editor as well are available here. You can, do things like, layouts, like how much weight the screen should take. You can set that easily, very easily configurable. You can make panels repeatable, and set what is the minimum number of repetitions and maximum number of repetitions. And it will help you do sections like dependents or multiple addresses. And the other thing is that it is extensible. So as you see on the right, you see a set of extensions including task management, experimentation and also the for business logic. It has a rule editor, just like the regular, adaptive form editor that you have been using. Even here, you have access to rule editor, which is visual, to add any business logic to the form. For example, show and hide. And then of course, then you configure the submit options. So ultimately we would expect, all customers to start leveraging edge so that they get those, edge benefits of fast conditions and perfect core web vitals, and also then higher conversions. And that’s where I think, most of things will converge, but we will continue to support, of course, components, as well, in addition to the blog based creation and editing to universal editor.

Okay. So the good thing about blocks is that, you know, it uses just JavaScript, so you don’t need to learn the, aim specific component frameworks. So that’s the other sort of developer friendly aspect of, working, with delivery services, both for developers, authors and of course, for the end users as well. Next, let’s look at the, what we are going to call forms Experience Builder. And what this does is exactly what you can imagine. It basically takes a prompt. In this case, the user is and the author is entering a prompt like create a signup form for a bike tour in Sonoma County. So this is weekend theme form, that captures certain details like bike preferences, track preferences. And then what it does is it still gives you a chance to pick a template because you need to build forms in a corporate compliant, brand compliant way. So it will still pick a template and a theme that you apply to the form that is going to be generated. And then you open the form. And as you can see on the right, the form has been automatically generated based on that prompt using generate. And then you can continue to, interact with this, agent and change the layout of the form, configure it submit option. So let’s say if you want to configure a submit action it’s going to give you options that are available to you. So just with a simple prompt you can be done configuring the form for submission. In this case we’re picking an existing workflow model to review as the form is submitted. And then it can also be your expert guide. You can ask it questions like, how can I integrate this form with Salesforce. And it’s going to give you a precise answer with step by step instructions to, get that done. And also any kind of resources that you may need to refer to. And as you look at the form here, it has everything that you would need on a bike tour, sign up, form, bike preferences, track preferences, and including all the dropdowns that you would expect on on on that. Now switching gears to the end user, right? We also want to keep improving the end user experience. So here’s an example of the conversational form that I was talking to you about earlier. The bike tour form that we just created can also be served as a conversation. So here the end user is actually signing up for that bike tour form, for the bike tour, using that form and just to engage in a conversation. So one prompt can help fill multiple fields. So it adds efficiency that way. And it’s very, easy to sort of interact with. Think of a user and rolling in multiple services, all as part of one conversation, versus having to go and fill three individual forms. You can have a conversation where once you have supplied some information that is common across three, sign ups, or think of somebody signing up for three services or three utilities, all of that is part of one conversation. You only need to capture the common information once, and you can interpret the user intent to fill multiple forms. So in multiple fields. So it’s much more efficient, much more user friendly versus having to navigate to different, places to fill multiple, and sign up for multiple services using multiple forms.

The last one I want to highlight is, Interactive Communications, moving to cloud. So some of you may be familiar with what we have as a desktop companion app, which is Forms Designer, that has been there for well over a decade, but has a lot of limitations. It needs certain operating systems to work and also is, not very user friendly. So now with this, two things are happening. One, be cloud based. The desktop designer is moving to, the UI itself, which is also going to be your editor for creating communications. And as you can see here we are creating, summary statement for weekend for capturing the user activities and how many hours they have performed a certain activity. So it’s very intuitive part of the, am UI itself versus a desktop app where you have to create these templates and then upload to them. You will be able to create them right here. And we are improving that, and making it much more user friendly by adding shortcuts for data binding and all the, flawed versus fixed, layout support master pages that you can create once and all the pages will inherit it. And as you can see in very quickly, you can create such, communication templates and, be ready to, render these for a specific user. So let’s say in this case, it’s a weekend summary for the end user that logs into the portal and wants to look at the account summary. And it’s basically going to show them for how long they have performed a certain activity as part of this adventure club. What is the credit balance, how much, money they have left in their account and so forth. So again, just want to summarize that we offer, a lot of end to end capabilities starting from data capture with different types of forms, whether these are in marketing forms or actual business unit forms, where you’re serving your existing customers after acquiring them throughout that spectrum, we have, a solution that offers you ways to create all these multiple types of forms and not just stop there, as you need to engage with these users outbound communications is also something you can build within the same product using the same data integration, some of the same fragments that you used, other forms, for data capture and. With that, I’ll hand it to you, Melissa, to share some of the resources here. Thank you so much, everyone. So please feel free to contact us here or email us. An entire AOM forms product team. We’re also leaving here the the QR so that you can scan it and register for summit. If you have already here our three sessions we’re going to have, we’re going to cover. We have a thought leadership leadership session with Erwin and Karthik have we’re going to cover also our top innovations. And finally we have a case study with General Motors. They’re going to show how with lead to inform all the value that a Informs can bring.

Okay. Thank you and thanks all for joining. I think we can start taking some questions now. Yeah. Yeah. Perfect. Thank you both. That was awesome. It’s really incredible seeing the innovations that are coming down the line. As promised, everyone, I do want to save some time at the end to go for a few questions you’ve submitted to us today. I’ll kick it off with the first one here. How does authoring with Universal Editor compare to and forms editor? Good question. So, as I mentioned, the universal editor is for creating forms and experiences for edge. It deals in blocks, that are, much more developer friendly and, for the author. Also, it’s a basic way of creating, the, the, forms for the edge and then using that same sites and forms editor and instead of dealing with components, you’re actually dealing with blocks there which are ready to be published to the edge for that performant experience. So the distinction we make is the traditional editors in AMP, there is a page based component based editors, and the universal is a blog based editor. And it’s much more technology agnostic. It uses JavaScript, plain JavaScript to do the dynamic part of it, and CSS and all that works is the AMP centric, component framework, so makes it more developer friendly and auto friendly.

Got it. And what are the different types of forms that we can create in a, forms at the moment? So as Melissa covered, you can go from very simple forms to very complex multiple forms. So think of login forms. There are maybe 10 or 15 fields all the way to hundreds of fields across multiple panels. For your business, you need forms like claim processing, accountant development and so forth.

Okay, I see a question here from K. Does a form include in a game or we need to pick. So Adrian Forms is a separate license. We are going to offer it in a lightweight skill form as well very soon where you will be able to if you are a site’s customer and you want to only try it out or use it for login, table forms will be able to use that like grid scale or the site’s, forms add on to site Q for also simpler use cases. But it does require the forms capability does require a separate license. Okay.

For a different part of the question. No, that’s a great transition because, one of the top questions we got was, is there a way to get access to these innovations, like everything we’ve shared today? Yeah. So for existing customers on cloud, we can turn this on.

I don’t know, maybe on chat we can post a link. The email ID to reach out to us, which is a m, 4 a.m. dash forms dash you academy.com. Melissa, if you don’t mind typing that in the in the chat or Q&A pod. So yeah, if you if you have that, shared the details about your, programing environment and will be able to turn it on, for you, on your, on your AEM forms environments. Got it. And another great way to get this done too, if you’re not really sure how to start, is filling out that form that I mentioned. To get in touch with your solution, account managers, always a great resource to work with someone who knows your company’s specific situation as well. I’ll present that one last time at the end here at that wrap up. Leo. But I do think we have time for one more question before then.

Around. What are the main benefits of Jen I in Am forms? So the way we are targeting this is, we are starting with the author persona. Right. That will help them create these forms based on prompts, add new panels to existing forms. But then we also want to start addressing the developer. So for example you have a form you want to automate the test, testing of that form and sort of all the quality assurance around it. So you can expect other innovations that are going to help developers site rules and business logic with the prompt. So any kind of coding that you have to do for writing business logic, you can automate that using prompts as well. And also if you have to, write test cases that will that is something we will automate as well. We are going to continue to improve the ordering experience as well as the developer experience. But yeah, the main benefit, of course, is efficiency, so that you can get to these published experiences faster and start engaging with your users and converting them versus burning too many cycles. And it’s not to replace, any kind of functional role. Right. It’s more to make everybody efficient. Of course, you still have a team structure. You have ownership and accountability, who can publish forms, who can automate forms, who can customize forms, who can build templates. All of that team structure stays. But then everybody gets, assisted by AI is how we see it. Right. Okay. Perfect. Thank you for all of the insight. This is all super useful information. I’m going to quickly wrap us up in the interest of time. With that everyone. Thank you so much for joining. Once again on this screen, we have a bunch of resources for you in the web link section, as well as a few survey questions for you. You also have one more opportunity to let us know if you’d like to, have more information about a, forms, about how you can access those if your company currently has access. That form would be the best way to get that type of information. If you have any questions specific to your account that we weren’t able to address today, the solution account manager would be your best resource. If you’re not sure who that is, once again, you can fill out the form and we’ll be able to put you in touch with the right people or reach out to me directly. And as a reminder, you will receive a recording of today’s event and the email from us within 24 hours, as well, some information on some future events if you’d like to join as well. But with that, that’s all for us today. Thank you all again for attending. We hope this information was useful to you all and have a great rest of your day. We look forward to seeing you at one of our upcoming events.

Thank you everyone.

Key takeaways

  • Challenges in Performance Management

    • Organizations face challenges with scaling forms, providing omnichannel experiences, and fragmented tech stacks.
    • Users expect fast, seamless, and unified experiences, with 2 out of 3 abandoning forms if complications arise.
  • AEM Forms Solutions

    • AEM Forms addresses these challenges by offering operational efficiencies and exceptional user experiences.
    • Key benefits include increased form filling rates, conversion rates, improved user experiences, and reduced customer errors.
  • Capabilities of AEM Forms

    • End-to-end solution covering omnichannel forms, automated workflows, interactive customer communications, and integration with Adobe Experience Cloud.
    • Supported by AI for enhanced personalization and efficiency.
  • Business Impact

    • Examples include a 2.5x increase in online enrollment conversion rates, 85% faster form editing, and a 50% decrease in customer errors.
  • Cloud Services

    • Cloud-native performance ensures forms are always current, scalable, secure, and available.
    • Edge delivery services reduce latency and improve user experience.
  • Innovations and Roadmap

    • Recent innovations include document-based authoring, conversational forms, and universal editor support.
    • Upcoming features include AI-based form generation, multimodal form filling, personalization through RDC ATP connectors, and interactive communications moving to the cloud.
  • AI Integration

    • AI assists authors and developers in creating forms, automating testing, and improving efficiency without replacing team structures.
  • Access to Innovations

    • Existing cloud customers can request access to early innovations by contacting Adobe or filling out the provided form.
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