Secure form capabilities

Secure Forms is a UBS Campaign functionality that encloses the following capabilities:

  • Collecting data in a form. Form fields can be defined based on a subset of pre-defined standard fields and generic custom fields.
  • Delivering a success message after submission, either as a part of the form app or on a ubs.com page.
  • Storing the collected data and the consent given in a compliant manner on UBS Campaign
  • Granting specific user access to the collected data
  • Notifying defined user(s) when new data are entered
  • Exporting the collected data as xls or csv
  • Forwarding/routing the form submission data to defined secure shared mailboxes. This could be controlled by conditions.

In scope

  • Field type
    • Text
    • Number
    • Date
    • Checkboxes
    • Radio buttons
    • Dropdown
    • Memo/Comments box
    • Free form text
  • Multi-language forms
  • Customisable landing page
  • Customisable onpage success message
  • Responsiveness
  • Insertion on UBS.com or Microsite
  • GDPR and Data Privacy Compliant
  • Customisable disclaimers & consents
  • Email confirmation after form is submitted

Out of scope

If one of the cases applies, the form cannot be covered with Secure Forms.

  • Subscription form
  • Double optin forms
  • Profile pages
  • Hybrid form: Contact + Subscribe to newsletter
  • Multi step forms (consecutive pages with summary)
  • Answer sensitive forms
  • Form that includes upload of attachments
  • Images included into the form itself (Can be added to the UBS.com page)
  • NetQ integration for CSC forms: Send form submission to email addresses
  • Mysite and X campaign forms

 

Best practice

Simplest forms give highest completion rates

For the better completion rate for forms, it is advisable to keep the form short and sweet. When you get rid of the fancy requirements that a non-secure forms, all you get is a simple and secure form.

Reference for publisher

The Secure Form component can be used to add forms to a page based on form definition created in UBS Campaign. A Secure Form can only submit data back to UBS Campaign, where it is securely stored and reports can be generated.

The web specialist will not be able to modify the form fields in AEM, the form will be dynamically shown based on the form configuration provided by UBS Campaign. This configuration includes all form fields, labels, disclaimers, etc.

Any changes to the form need to be done in UBS Campaign.

showing component selection

The secure form components can be selected in the "Form" section.

Crosslinks