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Advanced Forms Answer Capture

The Advanced Forms integration allows you to map form questions to Single Customer View (SCV) profile attributes. This integration enables two-way data synchronization through Pre-fill and Answer Capture.

Configuring the event feed

To create an event feed for Advanced Forms:

Prerequisites

Ensure you have configured the API credentials and Prerequisites in Advanced Forms. Read the Advanced Forms CDP Configuration documentation for more information.

  1. Navigate to Customer Data Platform  Event feeds.

  2. Click Create event feed.

  3. Select Web behavior event feed (or Advanced Forms if listed).

  4. In the configuration panel, paste the Smart JS embed HTML generated from the Advanced Forms platform.

    This registers the form with the CDP and decrypts the form schema.

Read the Event feeds overview documentation for more information.

Mapping attributes

Once the form is registered, the UI displays a list of detected questions.

  1. Use the Populate UI to map specific form questions to SCV profile attributes.

    • For example, map the "First Name Question" to the firstName attribute.

  2. Questions left unmapped will not sync data to the SCV, though the form still functions.

Read the SCV Schema documentation for more information on customizing available attributes.

Deploying to your website

After mapping is complete, the CDP provides an enriched code block.

  1. Copy the Auto-fill form Embed HTML provided by the CDP UI.

  2. Provide this code to your Site Builder to paste into the Matrix page or component.

    Read the Embedding CDP Forms documentation for more information on how to embed the code in Squiz CMS.

  3. Ensure the <head> script tag is placed in the global header of your site.

Technical notes and troubleshooting

Caching and updates

The system caches external integration details (such as form questions) for 15 minutes. If you add a new question to the Advanced Form:

  • The CDP might not detect the new field immediately.

  • You might see a status of complete_needs_refresh in the API response.

  • To force an update, trigger a refresh via the UI or wait for the cache to expire.

API statuses

When working with the /organizations/{tenantid}/event-feeds endpoint, you might encounter the following statuses:

incomplete

The event feed is created, but the form code has not been fully configured or mapped.

complete

The integration is active and fully mapped.

complete_needs_refresh

The external form schema has changed (for example, new questions added), and the cached mapping might be out of date.

Security

Customer identification is handled via the squiz:dxp:reference field. This data is encrypted using AES256 to ensure customer IDs are never exposed in plain text within the DOM or network traffic.