Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This page describes how to enable data privacy features offered by Magnolia with your a third-party marketing automation system.

Magnolia provides a sample implementation showing how you can collect can collect leads (such as email addresses) on a web form, ask for consent, and push those leads to IBM Watson.

The example on this page makes use of the Privacy moduleIBM Marketing cloud connector and External Forms IBM modules.

Note

Note that External Forms is an EE std module and is not bundled. You should only use:

  • magnolia-external-forms – provides functionality to render external forms as Magnolia forms.
  • magnolia-external-forms-ibm provides a sample implementation for the IBM Watson Campaign Automation tool.

Do not include the Infusionsoft and Eloqua submodules.


In the sample implementation, the magnolia-external-forms-ibm module (sub module of External Forms) provides a page called watsonFormSample (and a followup confrmation page) in the Pages app.

...

Magnolia provides a sample for IBM Watson Campaign Automation but you can connect to any external form provider by writing custom forms, custom form processors in Javascript/Nashorn and your own implementation of the 

Javadoc resource link
classNameinfo.magnolia.consent.visitor.VisitorManager
renderTypeasynchronous
.

DIAGRAM

Table of Contents

Configuring the IBM Watson sample sample

To enable the sample with your implementation of IMB Watson Campaign Automation, follow the steps in the sections below.

...

  1. If you do not already have one, create a Single Opt-In database in your Watson Campaign Automation account. Make sure that Email is one of the fields in your database. 
  2. Once created, open the additional details and copy the Database ID.
  3. In Magnolia, open the configuration of the magnolia-privacy-visitor-manager module: Configuration app > /modules/visitor-manager/config/visitorReferencesSearchers/watson/databasesIds
  4. Add a property node under databaseIds with the Database ID you copied previously as the value.
    The name of the property node is unimportant. You can add as many database ids as required. 
  5. In Magnolia, open the configuration of the magnolia-external-forms-ibm module: Configuration app > /modules/external-forms-ibm/config
  6. Add your IBM Watson credentials for the three property nodes:
    • clientId
    • clientSecret
    • refreshToken

...

  1. In your IBM Watson Automation Campaign database, create a new standard web form.
  2. Keep the default fields in the new form and follow the instructions in the IBM wizard. 
  3. Publish the form.
  4. On the Publish Confirmation page, click Publish Site.
  5. In the Site Settings, copy the site URL. For example: http://www.pages03.net/trial-magnoliainternational/<sitename>/Form
  6. In Magnolia, go to the Pages app and open the watsonFormSample page: http://localhost:8080/magnoliaAuthor/.magnolia/admincentral#app:pages:detail;/watsonFormSample:edit
  7. Edit the External Form sample component to add the URL of the site you just published.

    The External Form component can now fetch data from IBM Watson Automation Campaign.

...