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The example uses Magnolia's default data privacy mechanism from the magnolia‐privacy‐visitor‐manager module which . The mechanism records the consent in Magnolia and references IBM Watson as data storage location. The mechanism comes from magnolia‐privacy‐visitor‐manager which is a submodule of the Privacy module. A custom visitor reference searcher called info.magnolia.extforms.consent.WatsonReferencesSearcher processes the personal data on the form.

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Configuring the IBM Watson sample

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

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Connecting to the external database

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

Creating an external web form with a

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privacy-aware email field

If you already have an IBM Watson Marketing Automation web form with an Email field, connect to it directly in add the form on the watsonFormSample page. Use the External Form component. The External Form component in the watsonFormSample page  The component extends the default externalForm component and is preconfigured todoes the following:

  • Fetch data Fetches a form from IBM Watson once the as configured in site URL is provided.
  • Ask Asks for visitor consent before submitting the form by displaying consent checkboxes. The consent is given by checking a box.
  • Send Sends the visitor an opt-in email for the second phase of the opt-in procedure.

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  1. In your IBM Watson Automation Campaign database, create a new standard web form.
  2. Keep the default form 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: , 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. 
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  7. Edit the External Form sample component to add . Add the URL of the site you just published.
    Image Removed Image ModifiedThe component can now fetch data from IBM Watson Automation Campaign.
Hide block

Moved to a hide block and publishing of this left as "pending" cause the info is not the "optimum" we'd like to teach the users.

Note

If you encounter problems, try refreshing the configuration of the magnolia-external-forms-ibm module. To do so, navigate to a property in Configuration app > /modules/external-forms-ibm/config , enter the property's value and close it again. This restarts the module.

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

Viewing consent in Magnolia and IBM Watson Campaign Automation

Info

If you want to act as a visitor and test this process yourself, you must configure your Mail settings in Magnolia first.

  1. Preview the watsonFormSample page in the Pages app.

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  2. Fill the form with your email address.
  3. Give consent to processing personal data.

Once they have checked the box, their email address appears in the Open the Tools > Visitors app. However, Your entry as a visitor is created but no consent to storing personal data is recorded yet until the double opt-in process is complete. You can see this by selecting the item in the Visitors app and clicking Update consent.

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To complete Complete the double opt-in process in this sample, the visitor must follow a link contained . Open your email inbox and click the link in an email that is was sent to you. Click the Proceed button on the web page to confirm your consent.

The email message sent to visitors is configured them and click Proceed to confirm their consent. The email visitors receive is preconfigured in the Opt-in Email tab of the External Forms component. See GDPR and Forms for details about configuring email options and consent duration settings.

Once the visitor confirms their consent, you can see a record of it in the Visitors app:.

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In the Visitors app, click Show dependencies to see the link to the external sources (source, in this example: case IBM Watson Campaign Automation.

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The ). The clickable link takes you to your Watson dashboard where you can see an entry for the visitor along with the consent recorded.

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Note that the other You can also use other Magnolia data privacy features provided by Magnolia can be used with  with an external source: send

  • Export all data (export from JCR but also JSON from Watson)

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  • Forget a visitor

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  • Delete a visitor's data (request sent to Watson)

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