Data processing options vary depending on the type of form you are creating.
Information collected through regular forms can be fed into the Infobip People module, and this would be the most efficient way to use the collected data. For example, if a user has requested more information about something through the form, you can save or update their profile information, and record their activity. Among other benefits, this will allow you to react promptly and send them what they asked for.
To capture information and have it stored in People, enable processing rules right before activating your form. Specify Contact Information (an email address or phone number) to check against the profiles on our data platform. If the profile doesn`t exist, a lead will be created. For both leads and existing customers, you need to select how do you want to update the data:
- Override all existing information
- Add only new information
- Do not update existing persons
If you do not have this rule enabled, the data will be saved in raw data and not in People. For opt-out forms, profile creation is not available, and all information will be saved as raw data.
In situations where the person`s contact information already exists in People, the profile will be updated. The duplicate notification will appear on the Raw Data page; but, the submit action will be saved in Raw Data, and you will be able to track how many times the person submitted the form. To get to this page, select your active or disabled form from the list of forms and click the Raw Data tab.