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Configuration in CDP and Advanced Forms

This section covers the initial setup required within the Advanced Forms interface to establish a connection with the Customer Data Platform (CDP).

Prerequisites

Before configuring the CDP integration, ensure the following requirements are met:

  • Form integration must be enabled to allow the connection between Advanced Forms and CDP.

  • A System Administrator must create a dedicated form user account.

  • The form user account must be assigned the data consumer user role.

  • The following authentication details are required for the integration:

    • Client ID (string).

    • Client Secret (password type).

    • Username (string).

    • Password (password type).

      Contact Squiz Customer Support to configure these credentials for your DXP instance.

  • Your form must include a specific hidden identifier to handle encryption securely.

    1. Open your form in the Form Builder.

    2. Add a Hidden Question to your form.

    3. Set the question title or name to exactly: squiz:dxp:reference

      This field is mandatory. It stores the encrypted customer ID, allowing the CDP to link answers to the correct profile.

Generate API credentials in Advanced Forms

Generate API credentials to allow the CDP to communicate with Advanced Forms.

  1. Log in to your DXP instance.

  2. Click the Advanced Forms tile.

    The Advanced forms page loads.

  3. Click the Forms instance for your system.

    The Forms page for that system loads in a new browser tab.

  4. Locate the form to be integrated and select Actions  Edit.

    The Edit Form page for the selected form loads.

  5. Click the Form Settings button.

  6. Click the Integrations button.

    The Integrations UI presents.

Integrations page showing Advanced forms Developers API section with credentials
Figure 1. Integrations page showing Advanced forms Developers API

  1. Select the Advanced forms Developers API checkbox.

  2. Click the Generate new client credentials button.

    A unique Client ID and Client Secret are generated and displayed.

  3. Save the Client ID and Client Secret to an external data store (for example, a local file).

    The Client ID and Client Secret are displayed once only, on creation.

    They are required for the CDP to authenticate and retrieve form details.

    If they are not saved for re-use by the CDP, the integration will not work.

Next steps

Once you have generated your API credentials, you must:

  1. Configure the Advanced Forms extension in the Squiz DXP Console.

  2. Set up the Advanced Forms destination and map your attributes in the CDP.

    Read the Advanced Forms destination configuration documentation for detailed instructions on completing the integration within the CDP interface.