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This page shows how to ensure data privacy when you collect personal data on the website and store data in an external system. In this example we collect an email address from the visitor in a web form, ask the visitor for their consent, and store the data in IBM Watson Marketing. The example uses the Magnolia External Forms IBM module and the Magnolia Data privacy API.

Installation

Install the External Forms module which is an EE Standard module. The module is not bundled with Magnolia by default.

Required artifacts:

• External forms: eenders external forms as Magnolia forms.

• External forms IBM: example implementation for the IBM Watson Campaign Automation tool.

•  External forms Infusionsoft: not needed, you can exclude this.
•  External forms Eloqua: not needed, you can exclude this.

How the example works

The External Forms IBM module adds a watsonFormSample page in the Pages app. The page contains a form with an email field. The form was created in IBM Watson and is rendered by Magnolia.

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Similar to the IBM Watson example, you can connect to a different external marketing automation tool or your own CRM system. See the examples for Eloqua and InfusionSoft. You need to render the forms created in the external system and process the submitted data in Java or JavaScript/Nashorn. For data privacy, use the Magnolia default 

Configuring the IBM Watson sample

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Installation

Install the External Forms module which is an EE Standard module. The module is not bundled with Magnolia by default.

Required artifacts:

• External forms: eenders external forms as Magnolia forms.

• External forms IBM: example implementation for the IBM Watson Campaign Automation tool.

•  External forms Infusionsoft: not needed, you can exclude this.
•  External forms Eloqua: not needed, you can exclude this.

Configuration

Connecting to IBM Watson database

1. Create a Single Opt-In database in Watson Campaign Automation account.
2. Make sure that Email is one of the fields in your database. 
3. Open the additional details and copy the Database ID.
   
4. In Magnolia, go to Configuration app > /modules/visitor-manager/config/visitorReferencesSearchers/watson/databasesIds
5. Add a watsonid property node under databaseIds and set its value to the Database ID you copied earlier. The name of the property is arbitrary. You can add as many database IDs as required. 
6. Go to Configuration app > /modules/external-forms-ibm/config
7. Add your IBM Watson credentials for the three properties:
   • clientId
   • clientSecret
   • refreshToken

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