Draft Forms Dashboard

Configure the Node.js Application

• Configure the Node.js application with the credentials required to connect to Adobe Experience Platform Query Service.
• Obtain the Adobe Experience Platform Query Service connection credentials from Adobe Experience Platform > Queries > Credentials.
• Store the Query Service host, port, database, username, and password as environment variables.
• Configure the Adobe Experience Platform credentials and datastream information required to send the form.nudge Experience Event.
• For this implementation, these configuration values are defined as environment variables in Render.
• Update the Query Service table name in the application to match the form status dataset in your Adobe Experience Platform environment.

Create the Draft Forms Dashboard

• Build a Node.js application to provide a dashboard for viewing forms that have been saved but not yet submitted.
• For this implementation, the Node.js application is hosted on Render.
• Connect the application to Adobe Experience Platform Query Service.
• Query the form status dataset for records where submitted = false.
• Display information such as the form name, owner email, and saved date for forms that are still in draft mode.

Add the Send Reminder Action

• Add a Send Reminder button for each draft form displayed on the dashboard.
• When the button is selected, send the corresponding ownerId and formId to the Node.js backend hosted on Render.
• The backend sends a form.nudge Experience Event to Adobe Experience Platform using the Auth0Owner identity.

Create the Nudge Journey in Adobe Journey Optimizer

• Create a custom form.nudge event in Adobe Journey Optimizer.
• Create a journey that is triggered when the form.nudge event is received.
• Use the owner’s profile associated with the Auth0Owner identity to determine the email recipient.
• Send a reminder email encouraging the user to return to the Forms Portal and complete the saved form.