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AEM Forms Integration with ÃÛ¶¹ÊÓƵ Experience Platform (AEP) aem-forms-aep-integration

Last update: Wed Apr 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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The capability to connect Adaptive Forms (AEM Forms) with ÃÛ¶¹ÊÓƵ Experience Platform (AEP) is under the early access program. To request access to the capability, simply send an email from your official address to aem-forms-ea@adobe.com. You can also visit the Early Access Programpage to discover all the available innovations and capabilities. .

Overview overview

You can connect AEM Forms with ÃÛ¶¹ÊÓƵ Experience Platform to transform your form experiences. This powerful integration enables organizations to leverage real-time customer profiles for personalized form experiences, streamline AEM Forms data submission to Experience Platform, and create unified customer records across the ÃÛ¶¹ÊÓƵ ecosystem. By connecting your adaptive forms with Experience Platform’s robust data management capabilities, you can create more relevant experiences and improve conversion rates while maintaining a single source of truth for customer data.

What is AEM Forms Connector for ÃÛ¶¹ÊÓƵ Experience Platform (AEP)? what-is-connector

The AEM Forms Connector for ÃÛ¶¹ÊÓƵ Experience Platform (AEP) is an out of the box (OOTB) connector provided by AEM Forms that enables seamless integration between AEM Forms and ÃÛ¶¹ÊÓƵ Experience Platform (AEP). This integration allows you to create forms using XDM schemas available in AEP and submit data back to AEP for personalization and profile hydration purposes.

Why connect AEM Forms with ÃÛ¶¹ÊÓƵ Experience Platform (AEP)? benefits

Connecting your Adaptive Forms with ÃÛ¶¹ÊÓƵ Experience Platform delivers significant advantages for both your organization and your customers:

  • Unified customer profiles - Enrich customer profiles with form submission data, creating a comprehensive view of customer interactions and preferences
  • Personalized form experiences - Leverage existing profile data to pre-populate fields and customize forms based on known customer information
  • Streamlined data collection - Capture form data directly into AEP datasets without building custom connectors or integration code
  • Real-time data activation - Send form submission data to other ÃÛ¶¹ÊÓƵ applications through Real-Time CDP for immediate activation
  • Simplified compliance management - Manage consent and data governance policies centrally through AEP
  • Reduced development time - Eliminate custom integration work with a pre-built connector that follows best practices
  • Customer profile enrichment with form data - Automatically update and enhance customer profiles with every form submission, creating richer customer insights

Key Features key-features

  • Create forms using AEP XDM schemas
  • Submit form data to AEP for personalization
  • Support for streaming data ingestion
  • Enable profile hydration for enhanced user experiences
  • Integration with AEP’s profile system
  • XDM schema integration with adaptive forms for standardized data collection
  • AEP streaming connection for forms enabling real-time data processing

The video below gives a step-by-step guide on the prerequisites (like creating a schema, setting up data configuration, and authentication) and shows how to create and connect Adaptive Forms to ÃÛ¶¹ÊÓƵ Experience Platform (AEP)

video poster

Prerequisites prerequisites

Before setting up the AEP Connector in AEM Forms, ensure you have completed the following in ÃÛ¶¹ÊÓƵ Experience Platform:

  1. Schema Setup

  2. Data Configuration

  3. Authentication

Implementation Steps

1. Create AEP Cloud Configuration

  1. Navigate to your ÃÛ¶¹ÊÓƵ Experience Manager instance > Tools > Cloud Services > ÃÛ¶¹ÊÓƵ Experience Platform.

  2. Select a Configuration Container to store the configuration.

  3. Click Create to open the AEP configuration wizard

  4. Enter the following details:

    • Title
    • Client ID (obtained from developer console)
    • Client Secret (obtained from developer console)
    • OAuth URL (There is a default URL but it can be obtained from the developer console also)

  5. Click Connect to establish the connection. After establishing the connection, configure these additional settings:

    • Base URL: platform.adobe.io (This is a default URL and can be obtained from the developer console also, the oauth and platform URLs are defaulted to prod URLs. In case, you are required to connect to stage - stage URLs should be used.)
    • Organization ID (This is obtained from the developer console along with client ID/secret)
    • Sandbox name (required for both development and production environments)

2. Form Creation with XDM Schema Integration form-creation

  1. Access the form creation wizard:

    • Navigate to your ÃÛ¶¹ÊÓƵ Experience Manager instance > Forms > Forms & Documents.
    • Click Create > Adaptive Form.

  2. In the source tab, select a template

  3. In the Data tab, select the ÃÛ¶¹ÊÓƵ Experience Platform option.

  4. In the properties pane, select your cloud configuration. The system loads all available schemas from ÃÛ¶¹ÊÓƵ Experience Platform

    note note
    NOTE
    • Only profile-enabled and non-system-generated schemas are fetched.
    • Initial schema loading may take some time on first-time setup.

    1. Select the appropriate/required fields of the schema. (See video for detailed steps)

  5. In the submission tab:

    • Select the Submit to ÃÛ¶¹ÊÓƵ Experience Platform submit action
    • Configure the form submission settings for AEM Forms data submission to Experience Platform

  6. In the properties pane:

    • Add the streaming URL (obtained from AEP Sources > Streaming Connection)
    • Add the data flow ID (found in AEP Sources > Flow > API Usage Information)

  7. Click Save. Provide the form details:

    • Title
    • Name
    • Storage path

  8. Add the submit button to the form. Your form is ready to submit data to AEP.

Important Notes important-notes

  • Data submitted through forms becomes visible in AEP after approximately 10-15 minutes
  • By default, only profile-enabled schemas are listed
  • While data submission works for all schemas, prefill functionality is limited to profile-enabled schemas
  • Data in non-profile-enabled schemas won’t be used for profile creation, even if the schema is later enabled for profiling
  • Customer profile enrichment with form data requires proper identity field configuration in your XDM schema
  • AEM Forms data submission to Experience Platform uses AEP streaming connection for forms to ensure real-time data flow

Best Practices best-practices

  1. Plan your schema structure carefully before enabling profiling
  2. Consider data volume and system scaling requirements when setting up AEP streaming connection for forms
  3. Test the integration thoroughly before production deployment
  4. Monitor data ingestion and profile creation processes
  5. Design your XDM schema integration with adaptive forms to collect only necessary data
  6. Use customer profile enrichment with form data strategically to enhance personalization

Technical Considerations technical-considerations

  • The connector uses public streaming APIs for data submission
  • Profile creation is based on the identity field
  • Data unification occurs automatically in AEP
  • The integration supports both new form creation and existing form modification
  • XDM schema integration with adaptive forms standardizes data structure across different touchpoints
  • AEP streaming connection for forms provides real-time data ingestion capabilities

Frequently Asked Questions (FAQ) faq

General Questions general-questions

Q: Can I use this connector with any version of AEM Forms?
A: No, this integration is only available for AEM Forms as a Cloud Service under the Early Access program.

Q: Does this connector work with both Adaptive Forms Core Components and Foundation Components?
A: This connector works best with Adaptive Forms Core Components, which is the recommended approach for all new forms.

Q: Can I send data to multiple AEP datasets from a single form?
A: Currently, each form can only submit to one dataset. For multiple dataset submissions, you would need to create custom workflows.

Q: Is there a limit to how many form submissions can be processed?
A: Form submissions are subject to your AEP streaming ingestion quotas and rate limits.

Q: Can form attachments be sent to AEP?
A: No, form attachments cannot be directly sent to AEP. You would need to store attachments separately and only send metadata to AEP.

Implementation Questions implementation-questions

Q: How do I troubleshoot connection issues between AEM Forms and AEP?
A: Verify your cloud configuration settings, ensure API credentials are correct, and check that the streaming endpoint URL is properly configured.

Q: Can I use custom XDM schemas with this integration?
A: Yes, you can use any custom XDM schema as long as it’s properly configured in AEP and, for prefill functionality, enabled for profiles.

Q: How do I enable form prefilling with AEP profile data?
A: Ensure your schema is profile-enabled and your form is configured to use the same identity field that’s defined in your schema.

Q: What if I need to transform data before sending it to AEP?
A: You can use form rules or custom functions to transform data before submission. For complex transformations, consider using a custom submit action.

Q: Can I use this integration in a hybrid deployment model?
A: No, this integration is specific to AEM Forms as a Cloud Service.

Summary and Next Steps summary-next-steps

The AEM Forms Integration with ÃÛ¶¹ÊÓƵ Experience Platform enables organizations to create a seamless flow of data between forms and the broader Experience Platform ecosystem. This integration empowers you to build more personalized form experiences, streamline data collection, and enhance customer profiles with valuable form submission data.

To get started with this integration:

  1. Request access - If you haven’t already, join the Early Access program by contacting aem-forms-ea@adobe.com
  2. Prepare your environment - Ensure you have the necessary permissions and configurations in both AEM Forms and ÃÛ¶¹ÊÓƵ Experience Platform
  3. Follow the implementation steps - Use the guide above to set up your cloud configuration and create your first AEP-connected form with XDM schema integration
  4. Test thoroughly - Validate both the data submission and prefill capabilities in a development environment
  5. Plan for production - Work with your implementation team to schedule the deployment of AEM Forms data submission to Experience Platform in production
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