Getting better forms to market faster: Introducing reference themes and fragments for Experience Manager Forms

AEM Forms Design Tools

The goal of a dig­i­tal form is to enroll a client in a ser­vice. Clear, con­sis­tent forms avail­able on mul­ti­ple chan­nels as soon as a ser­vice launch­es can help max­i­mize con­ver­sions. Unfor­tu­nate­ly this is not an easy task. For exam­ple, orga­ni­za­tions often want forms to con­form to style guide­lines and the look of exist­ing web and mobile sites, which typ­i­cal­ly requires a CSS devel­op­er to imple­ment. And many forms—particularly for reg­u­lat­ed indus­tries such as finan­cial services—take a long time to author since they con­tain many fields and instruc­tions.

Adobe Expe­ri­ence Man­ag­er Forms includes new tools that help you get forms to mar­ket faster, with the con­sis­tent look and ele­ments you need. Expe­ri­ence Man­ag­er Forms now ships with ref­er­ence themes, com­plete groups of styling ele­ments that define how forms look.  You can use these ref­er­ence themes out-of-the-box, or as a base­line to cre­ate your own form styles. Using the theme edi­tor intro­duced in release 6.2, you can change fonts, back­ground col­ors, ban­ners, but­ton styles and more with the click of a mouse—no CSS devel­op­ment required. Since the ref­er­ence themes define styles for mobile and desk­top dis­plays, forms built using these themes will ren­der appro­pri­ate­ly on mod­ern browsers and mobile devices.

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Here is an exam­ple of a theme that aligns with the 18F Draft U.S. Web Design Stan­dards. Using this theme, fed­er­al agen­cies can quick­ly cre­ate forms that serve both web and mobile users, while achiev­ing con­sis­ten­cy with oth­er fed­er­al sites. More themes are avail­able in the Expe­ri­ence Man­ag­er Forms pack­age: AEM-FORMS-6.2-REFERENCE-THEMES-PKG.

Expe­ri­ence Man­ag­er Forms also now ships with tools that make cre­at­ing con­sis­tent yet long forms a breeze. Ref­er­ence frag­ments are groups of fields com­mon­ly used in forms, such as an address block, con­tact infor­ma­tion, or employ­ment his­to­ry. You can sim­ply drag and drop these frag­ments into a new form, dra­mat­i­cal­ly speed­ing the author­ing process while ensur­ing all forms use the same text, sequence, and lay­out for the same infor­ma­tion. As with the ref­er­ence themes, chang­ing the frag­ments is simple—simply click on the fields you wish to change, and change their names, the help text asso­ci­at­ed with them, or whether the field is manda­to­ry, for exam­ple. Once you change a frag­ment, Expe­ri­ence Man­ag­er Forms auto­mat­i­cal­ly updates all the forms using that fragment—ensuring every form is con­sis­tent and up-to-date.

 

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Here is an exam­ple of the Cred­it Card Infor­ma­tion frag­ment. If your clients need to make a pay­ment as part of an enroll­ment form, sim­ply drag and drop this frag­ment from the assets brows­er into the form and pub­lish. The frag­ment is styled based on the theme you have applied. More ref­er­ence frag­ments are includ­ed in the pack­age: AEM-FORMS-6.2-REFERENCE-FRAGMENTS-PKG.

Ref­er­ence themes and frag­ments are just a few of the many ways Expe­ri­ence Man­ag­er Forms makes it quick and easy to cre­ate and pub­lish con­sis­tent, engag­ing forms that are con­nect­ed to oth­er mul­ti­chan­nel expe­ri­ences. For more infor­ma­tion, check out what’s new in Expe­ri­ence Man­ag­er Forms 6.2.

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