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Capture Customer Info Web Flow

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Overview

Capture Customer Info is one of the Web Flow  templates within the Customer Profile category.

This Web Flow template has pre-configured components to collect the customer’s information. It can be used to build an application just as it is or it can be further tailored for a customized experience from Activity Builder.

Collect One Time Payment Web Flow template components

This Web Flow contains two Web Pages with the following components:

Contact Info Capture Form

  • Label controls that tell users which information goes in the text inputs.
  • Text inputs according to the following type of personal information:
    • First Name
    • Last Name
    • Email Address
    • Phone Number
  • A Container that contains a Continue Button
  • A Button that allows the user to continue.

Once users complete their information and clicks on the Continue button, the "Contact Info Captured" event is triggered .

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Contact and Address Capture Form

  • Label controls that tell users which information goes in the text inputs.
  • Text inputs according to the following type of personal information:
    • First Name
    • Last Name
    • Email Address
    • Mobile Number
    • Address
    • City
    • State
    • Zip
  • A Label  control displaying an error message if the email given is invalid.
  • A Label  control displaying an error message if the phone number given is invalid.
  • A Container that allows to visualize a Continue Button only after all the information is written
  • A Button that allows the user to continue.

Once users complete their information and clicks on the Continue button, the "Contact Info Captured" event is triggered.

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Inputs

The Capture Customer Info Web Page includes the following inputs that create only text type variable:

Contact Info Capture Form

Text

  • first_name
  • last_name

Email

  • email

Phone

  • phone

Contact and Address Capture Form

Text

  • first_name
  • last_name
  • address
  • city
  • state
  • zip

Email

  • email

Phone

  • phone

Events

Contact Info Captured

  • Event Variables:
    • firstName
    • lastName
    • email
    • phone
    • address
    • city
    • state
    • zip

This event is created as a web flow event and, in Journey Builder, an action or a node can be added to it to continue the application’s path.

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Use Cases

Collect Customer information processed by a platform of your choice through a Journey.