Formation

PiSrc Formation lets you connect AEM web forms with customer lead capture and management solutions like Salesforce, Marketo, Adobe Campaign, HubSpot, Pardot, and MailChimp. Through a simple drag and drop interface, authors can create forms on web pages using the dynamic form generator and map input data with lead attribute fields on one or more 3rd party systems. Watch our video below to see how you can get up and running in 10 minutes.

Built-In AEM Forms Integration

Illustration of PiSrc Formation connector integrating with Salesforce, Hubspot, Marketo, Campaign, and MailChimp.

PiSrc Formation extends AEM's native form components with an advanced connector and field mapping capability so that content authors can easily let users sign up for more information, subscribe to mailing lists, and contact sales. Built-in functionalities like form validation and alert messages are also enhanced with the connector's field validation capability. We've done the heavy lifting of integrating with third party APIs. Whether you're looking for a simple out-of-the-box solution, or intend to create something more custom, PiSrc Formation is a great place to start. Don't see your integration platform listed here? Let us know and we'll see if we can add support.

Formation Video : install, configure, and connect!

Easy to Configure

Snapshot of the PiSrc Formation dynamic form field configuration.

The easy to use field mapping tool is preloaded with default field mappings with supported platforms. This will make lead capturing to all platforms work out-of-box. Custom fields can be added to capture more lead information.

Snapshot of PiSrc Formation tool where a user can select a form property between text, textarea, email, telephone, date, and number types.

Form validation and error checking is handled by built-in pattern selectors that can be applied to each field. Include Captcha for protection against bots. Add custom messages for error and success states.

Snapshot of PiSrc Formation configuration of one or more target marketing automation platforms.

Send results to multiple targets with the click of a checkbox. Custom form IDs allow easy binding to analytics and existing code.

Not Only Lead Capture

A conversion funnel that opens at the top and narrows at the bottom.

Formation turns plain AEM web forms into lead capture devices so marketers can act on information collected from a website. But Formation was built to be extendable for additional integrations. PiSrc engineers are currently adding other platforms, and custom enterprise endpoints can be accommodated as well. Leverage Formation's connector engine as a unified integration endpoint to your marketing platforms from custom applications, mobile apps, and workflows. Let's talk about how Formation can integrate with your enterprise.

How It Works

Diagram of data being captured on a web form through Formation.  Information in encrypted and then marshalled to Salesforce, Campaign, MailChimp, and other marketing automation platforms.  A field mapping tout illustrates the dynamic mapping for form fields with remote third party data fields.

To Create And Edit Forms

Marketers create forms in marketing platforms such as Salesforce, Adobe Campaign and MailChimp and register field mappings in the mapping tool. Content authors use PiSrc Formation enhanced AEM form components to build lead capture forms. Each field in the forms should be linked to a field mapping configured in the field mapping tool.

To Capture Leads

Website visitors fill in the lead capture forms and submit to PiSrc Formation. Formation then retrieves the field mapping table to translate the lead form fields to corresponding lead attributes on the third party platform. Leveraging Formation's 3rd party connector, the data is then uploaded to the remote platform. All validation and error handling is managed by the connector.