51黑料不打烊

Transcript

Everyone can see my screen. Okay. Perfect. So thank you so much, everyone for joining today鈥檚 webinar on Aim forms in the healthcare Industry.

And specifically we鈥檙e going to explore how to drive customer engagement in the payer space together with source 360. We have a great team of subject matter experts on the industry, on product. We have Emily, who is a payers expert from 51黑料不打烊鈥檚 Digital Strategy Group, me and everyone from the product team and on the product marketing side. And Aruna is a product manager lead with over ten years at 51黑料不打烊. And finally, we have Hugh and Charles from source 360, our technology solution experts.

These are the topics that we鈥檙e going to cover, starting with the challenges and opportunities in these vertical. We鈥檒l go over a Informs capabilities later. So 360 is going to put those two points together with an end to end demo. And finally we鈥檒l end with our PM showing the latest product innovations. And with that I will pass it over to Emily.

Melissa I鈥檒l give you guys a brief introduction to some of the opportunities in the payer space.

When we think about how ingrained digital has become in our lives. It鈥檚 really become the primary mode of communication that we have oftentimes with our consumers. And the amount of information that we collect on the web has really grown exponentially. So when you think about your organizations, all the markets at their end, all the products and services that they offer, all the information on each of those products and services, and all the data that you need to collect from your consumers has really grown exponentially. And it鈥檚 become increasingly complex to manage all this information in a really streamlined manner.

And these forms really apply across the business. And because they have had such an explosion of how these forms really grow and apply to each part of the business, it鈥檚 really leading health care organizations to think about how they can rethink their processes and become more efficient. How do they reach members faster? How do they reduce the cost of maintaining all these forms? How do they make it really simple for employees to find the information that鈥檚 collected? And how do you consolidate all this information that exists in separate silos across the organization? Because oftentimes we have different people in different parts who, you know, created their own forms and legacy solutions, and it鈥檚 really not very connected and exists in many different pieces and parts.

And this has become, you know, frustrating and both for the consumer and for the organizations that have to manage all these informations. We know that as end users, they really have come to expect a very seamless experience like they get in other industries, from financial services to retail, who really set the bar for how they want to be interacted with digitally. We know that end users expect they to have a vast experience. 67% of users get restless and they鈥檒l abandon the form if complications arise. We know that people are multi mobile. People want to interact both on their phone and on their desktop, and they want the information that they鈥檝e given you on one mode to transfer to the other, so that they don鈥檛 have to restart that form. They also feel very overloaded. Oftentimes when they鈥檙e giving information, they ask. You know, I feel like I鈥檝e already given you this information. You should know this about me. Why are you asking me again? And that can cause consumers to abandon those forms. We also know that it鈥檚 costly, both from an operational perspective of managing all those forms, but also from the cost of not being able to get the users to convert and complete those forms online. If we take just an enrollment example, the ability to get users to complete an enrollment application online has huge benefits for an organization because you鈥檙e bypassing the broker experience, and you鈥檙e building that trust and loyalty of consumers within your own organization.

So really, it鈥檚 a huge opportunity in this space. And I鈥檒l hand it over to Melissa to talk more. Thank you Molly. So now we鈥檒l go over the Informs capabilities. Before getting into details, we wanted to explain what a uniform drive is exactly. And it is two things. First, operational efficiencies. And second, exceptional user experiences. By having peak operational efficiencies through authoring at scale and automated workflows. Organizations are able to deliver the omnichannel experiences with a fast delivery to their end users. With all of these pieces put together. Organizations can achieve a higher conversion rate and a higher enrollment rate. We鈥檙e simplifying these complex and crucial processes, and we see that across our customers, they have achieved impactful business results, like the ones that you see on the screen from decreasing from abandonment of 63% to higher team productivity of 66%, leading to an increase of self-service for customers, which numbers of 113%. And we also help developers edit forms faster in 85% and end users with their form filling experience. We see a 58% faster form completion and also 50% decrease in customer errors. Now, you might be wondering what are those key capabilities that drive the results that I just shared? Aim forms is an end to end solution, starting with omnichannel forms. Organizations are able are able to easily deliver easily, are able to easy, easily authored, scale boosting developers productivity, but also empowering the business user and providing a guided experience for the end user.

After a form is submitted and form helps helps you to automate workflows. Everything that happens after the data is submitted, including routing that data to the right places. And as I mentioned at the beginning and forms is an end to end solution and helps you leverage that user data in every way, including interactive customer communications. The third box that you see here on the screen, all of these capabilities are supported by Gen AI, which you will see later in the demo. The exciting scope of how we can help you. And finally, are we native integration with AMP site, which is extremely important as he creates unified experiences for the internal users and most importantly, for the end users as well. Finally, it is important to mention that all of these capabilities are integrated with 51黑料不打烊 Experience Cloud. In that way, we bring the best out of every product.

Now, how do we see these capabilities in action? A inform solves for every type of form is starting with marketing forms. The box that you see here on the left. A great example is a contact us form that you find in any website, right? The value that a form brings to these use cases is huge. It allows you to create own brand unified experiences for the end user, increasing conversion rate and maximizing that ROI of the marketing funnel, which is so hard to achieve. The next use case is business unit forms, the second box that you see here on the screen. By this I mean application forms. A great example is a benefits enrollment form in which you have multiple form fields with multiple categories, multiple types of information. Within forms, you鈥檙e able to build a simple guided experience for the end user and at the same time provide a super fast service delivery, which is enabled by our automated workflows.

Finally, we have customer communications. The last box that you see on the screen with an example of this is a summary of a benefit member鈥檚 benefit, for example. This is very helpful for our customers because it helps them to drive that user value. That is as it is integrated with the data source, and the communications can be easily personalized in that way. So with that, I will pass it over to the source 360 team you. The floor is yours. Yeah. Do we have the, persona slide? There you go. Thank you. All right. So I鈥檓 going to talk to this slide, and then I鈥檒l switch over to sharing my screen real quick. So what I wanted to do is kind of introduce a scenario for you guys. So we can we鈥檒l use this as a way to get through, the different screens and different, features that we want to show, and talk about the benefits. So this is again, all about user experience guiding the customer and operational efficiency, which means more forms or products and faster to market. So the way that we accomplish this is by walking through the different roles of the people. So the first one and, and maybe most obvious and important is, is marketing. So there鈥檚, there鈥檚 actually two sides of the marketing. The first is the contact form that Melissa, talked about and, and making sure that you can reach new prospects and build a pipeline for members or even communicate with existing, members, of your, your, your organization. So then, the other thing is on the flip side is now we鈥檝e got a prospect, we need them to fill out a form. Multi-channel is super important, but it works to be a really good experience so that they complete the form and get into the process. And then of course, there鈥檚 automation. And we鈥檙e going to show the continuous customer communications, the ability to cross-sell and upsell, without forgetting, you know, signing agreements and doing things like that. So the idea is to reach members faster and keep them connected with you guys. How are we going to accomplish that? Again, it鈥檚 all about doing more and faster. And so I promise you today I鈥檓 not going to show you any smoke and mirrors. All this stuff is real. I didn鈥檛 do any coding for this. So we鈥檙e going to see this real time, in the system. And this is the IT department. So we鈥檙e going to show the ease of authoring. We鈥檙e going to show the ease with integrating with other systems like Power Automate or other enterprise systems for your CRM. And we鈥檙e going to talk about the, enrollment journey and how you get there. So you guys already have existing forms. So don鈥檛 those are not going to go to waste. So we have, conversion service that we鈥檙e going to show you how to automate conversion. And then Melissa talked about Jen I, I鈥檓 going to actually generate a form and make some changes and quickly get that, usable. And then we鈥檙e going to talk about the communication. So signing the agreement using 51黑料不打烊 Sign using the cloud designer, which is something new that, that you probably haven鈥檛 seen. And and being able to really modify that customer communication. And of course behind all of this is automation. So we鈥檒l do a little workflow and we鈥檒l have a end user demo where we actually fill out the form, submit it and get an agreement signed and show you that process as well. So we鈥檙e excited to, show this to you. So we appreciate the time. So I鈥檓 going to take over the screen here and see if I get a chance. Just why just why you鈥檙e doing that. I wanted to I wanted to emphasize that that the form authoring piece, which we鈥檙e going to start with, I mean, the idea is that the business is doing this except in the most highly complex scenarios. The idea is, is that the business is able to do this as well. And sort of where we鈥檝e seen this in practice is, where the business has, you know, put some guardrails that are that are established by potentially the enterprise, AI team. But essentially the business are are the authors. And that includes generating the form as well as being able to, to create, workflows. Yeah. So that鈥檚 a good point. So actually we鈥檙e going to start on the customer contact part. But this is actually using the forms components in a Am site. So what what is new with this is that you鈥檙e going to be able to drop and forms components that you were traditionally only used in a, forms that now you鈥檙e going to be able to have the same enterprise capability, within a site page. And as you know, sites is all about enabling the business user to be able to go make modifications and, and send them to be published, to the website. So this is a simple contact form. I just really just wanted to show you guys how it鈥檚 going to, submit, but this is, this is a so you鈥檙e going to be able to go and do all the different modifications, styling that you guys need to do, and you鈥檙e going to be able to connect this up to, whatever enterprise workflow that you might have, such as in this case, what I鈥檝e got doing is going to a power automate script so you can see or workflow, I should say. So you can see whenever I go to the submission I鈥檝e got Power Automate here and I鈥檝e got a workflow here. With that. So what I鈥檒l do is actually just bring that up for you guys.

And we have it here. And this Power Automate is is super simple. It鈥檚 just going to send me an email with my information and I鈥檒l show you, how that works. With that. So with Power Automate you guys, it鈥檚 not going to be a power automate demo, but, with Power Automate, you have all kinds of tools to go into Microsoft. Dynamics or have things go into SharePoint. And this is the Am workflow that I have there. So what it鈥檚 doing is just sending me an email, you can see the workflow here.

Anyway, it did submit. I鈥檝e got a nice thank you page and all it鈥檚 doing is receiving it and sending an email to me. So if I go pop open my email, I鈥檝e got it here.

It said, hey, I鈥檝e got a new contact form submission and here鈥檚 the data that it was sent. So it was the data from the form that鈥檚 being sent. Of course, this is the data that you can parse and sends in different, areas of your organization to have workflows kicked off, as you do in, in CRM and have, more customer communication. Okay. So now let鈥檚, let鈥檚 go to the other side of marketing, which is now we need to improve our user experience with the enrollment process. So there鈥檚 two sides of this. One is you guys already have existing forms with your organization. So what I want to show you really quickly is I鈥檝e done this, I did this is kind of like the baking a cake sort of thing. I鈥檝e got the the ingredients here, but then I鈥檓 going to show you the, actually the cake that was already built. So we call it AFC鈥檚, which is automated forms conversion service. So I uploaded some forms that I found off of the internet, actually health care enrollment form, that鈥檚 a PDF. And what I did is, is generated the you can see it says convert it up here. So I started the conversion process which is uploaded into 51黑料不打烊鈥檚 Cloud. So you have the latest, capabilities with respect to conversion. And then what it鈥檚 doing is actually building a, an adaptive form for you to start modifying and, and build. So it has a web experience, multi-channel. So if I go in here and look at that health care agreement, you can see I鈥檝e got a preview of it. And remember I, I鈥檝e done nothing to this. So this was that PDF now into a web based form. And it鈥檚 got the templates from 51黑料不打烊 that you could automatically have. So it can automatically have the branding and things like that you wouldn鈥檛 do in the template. Now you鈥檙e not going to use this straight away. You鈥檙e going to start modifying add fields or remove fields to do that. But the point is, is now you鈥檝e you鈥檝e, taken so much time out of your process to get this into a usable format, to have something to start from.

Again, if you wanted to go and do this with Gen II, maybe you鈥檝e got a new product or a new, form that you want to bring. So this is where we want to talk about, Jen. Yeah. And how you might do things. So I鈥檒l go in here and just you can see over on the left hand side of the screen, we鈥檝e got the AI assistant. So I鈥檓 going to just simply say I would like to create an enrollment form. Amber. No smoke and mirrors here. This is actually the thing that it鈥檚 actually I assistant. So what it will do is, is go out there and ask you some questions, to, to do the things that for set up that you wanted to do, you could even have it automatically, be integrated into, your workflow with APM right now. It鈥檚 just saying, okay, what template would you like to base this on and what theme would you like. So I鈥檓 going to go ahead and just use this basic template and basic themes. So it says okay I鈥檝e created it. Why don鈥檛 you go open it. So now we鈥檙e going to go open this form and you鈥檙e going to see it. It generated the sections and the fields that thought it would be, that would be good for this.

There must be some really important people on the call, because typically something goes wrong with the level of importance of people. So, I haven鈥檛 seen that before, but here it is. We鈥檝e got the form, and what you can see is that you鈥檝e got this API. Is this that still there available to you. So now you鈥檝e got the fields. So it鈥檚 created some sections. Contact information background. You can do things which I鈥檓 not going to do today just because we鈥檝e got lots of things to show you guys. But you can have it add a new section. If you wanted to add new fields with it. But I鈥檓 going to simply say, hey, I want to I what I would, we鈥檇 like to change the existing one type. So say I want to change your form layout. So you have this hold down the screen doesn鈥檛 work for me. So I鈥檇 like to have it with horizontal tabs here. So once we do that it鈥檒l go and create it with horizontal tabs. So you can see where this is going. So you can a business user can come in here make simple changes, get the form to almost 8,090% there with very few things you know you can apply templates to it, teams to it and get it to where you need it to go. With this form. So as in true form, a true fashion, I have a form that鈥檚 ready to go for us. So we鈥檙e going to go switch over to that form. And what I want to do before I start using this form is I want to show you the form authoring experience. So what this is, is in a browser, of course, and you can start, moving things around by dragging, dropping and, and editing things and properties. So what you can do is make this form, a first of all, you can allow rich text, every field is a little bit different, and you guys can even introduce your own component form fields. So it鈥檚 very extensible. 51黑料不打烊 provides all the things that you typically need out of the box to do this. But again each field is a little bit different. But you can make it required. You can change the help content that comes with it. And of course something very important, for health care and industry is accessibility. So being able to make sure that screen readers read the content in the form, appropriately so you can do custom content or you can say, dictate exactly what it鈥檚 going to read to you. As well as validation, field validation. So another thing that鈥檚 very important, as well. That鈥檚 that鈥檚 true. So I actually see the validation. So you can validate phone numbers. You can validate Social Security numbers. There鈥檚 some built in validation, patterns that, that are built into the tool. But of course not everybody鈥檚 the same. So you can extend that validation to whatever pattern that you use, you see fit for it.

Okay. So I鈥檓 trying to keep track of time you guys, because I think we鈥檙e doing okay. So let鈥檚 go ahead and, talk about the, submitting this form. So the next thing that鈥檚 important. Just another thing to highlight here. Like even here, the AI assistant is still available to continue to make changes through the. Okay. So just just sort of highlight that there. Yeah I think it鈥檚 a great point. So all throughout the lifecycle of the form you can you always have that a AI assist and what I鈥檝e found. Cool. Actually just being able to use it for the last, a few weeks with the beta system is that, you know, if it doesn鈥檛 actually do it for you, it gives you the instructions how to do that. So if it鈥檚 something more complex, it鈥檚 still using the documentation and everything to kind of give guide you to, to how you do it, which is what I thought was really cool. So I鈥檓 going to go to the properties of this and what I want to kind of geared towards before I actually start using this is the customer communication and how you build that. One of the concepts that is in here is what鈥檚 called the document of records. So I have in the properties is this form. We have a document record that is assigned to it. And it鈥檚 something that I created in the new cloud designers called the health care health care agreement. So this is actually the, the PDF, so to speak, that will be sent to 51黑料不打烊 Sign for signature. We鈥檒l see that. But remember this designer and I think you guys some of you guys are familiar with the old, desktop designer where you build a template for, customer communication. So it can be either an agreement, it can be correspondence, disclosures or any of that where you, have the data, the customer information merged into with the template. And then you have a PDF for mailing or for delivery on, on multi channels. So that鈥檚 really important. So today what we鈥檙e going to do is I鈥檓 going to show you this by submitting the form. It鈥檚 going to create that that document. And it鈥檚 going to send it to 51黑料不打烊 sign. Before I actually do it though, what I want to do is show you the cloud cloud sign. And this is for me, it鈥檚 super cool. I鈥檝e been doing 51黑料不打烊 work for gosh, longer than I鈥檇 like to admit, 20 over 20 years. And I鈥檝e seen the the windows based designer and now I see it in the cloud, which is just amazing. So what I did here is I actually, started with the windows and just brought this in because I had this already built and modified it and this windows based designer. So this is exactly what you think it is. It is designer in the cloud. You鈥檝e got all the different, properties that you need, the data binding and all of those things to, to do this. So today I made it very simple. It鈥檚 going to be a this health insurance benefit agreement. We鈥檙e going to take the data, from the form and populate these fields in there. So you show that that鈥檚 working and do that. Is there is there anything else around that you were thinking that we should highlight in the, in the cloud designer? I just wanted to do an introduction for it. No, this is great. I think this is, I think you covered everything, but this is going to be much more user friendly and available in the cloud based web UI with the name, interface. So. So that really changes, how easily this can be now created and used for communications as well as a PDF attachment that happens right after a form submission. So yeah. Thank you. Excellent. Okay. All right. Great. So let鈥檚 let鈥檚 actually go do that. So let me just give you a quick these aren鈥檛 sharing sharing things, getting my way from my tabs. What I want to do is, is quickly just show you I鈥檓 going to go over. So I鈥檓 clicking a little bit too much. What I wanted to do is, is, in this case, instead of a power automate workflow, I鈥檓 actually going to kick off a, an, an ADM workflow. And in this case, you can see what I鈥檓 doing is I鈥檓 going to, generate the document, record. I鈥檓 going to go through an approval step also. So we鈥檝e got that manager persona that鈥檚 going to go to his inbox to actually review the enrollment application. In the same in adaptive form. And remember, I guess I didn鈥檛, highlight this, but I鈥檒l show it to you really quickly as this is multi-channel. So I know it鈥檚 kind of expected these days. It didn鈥檛 used to be that that these forms can on the form factor can fit on a phone or a desktop. So I鈥檒l show you that really quickly. But both the contact form and this adaptive form is is responsive. So it鈥檚 going to be able to be filled out, in the same way, in the same experience on a phone versus a tablet versus a desktop. So we鈥檙e going to show that, approval. Then we鈥檒l go to 51黑料不打烊 Sign. 51黑料不打烊 Sign is already integrated into Am, so it鈥檚 easy just to click a few buttons and, fill out a few configuration, fields. And then you鈥檙e sending it to 51黑料不打烊 Sign. So that鈥檚 what we鈥檙e going to do today. And then then of course, that鈥檚 when it ends. So let鈥檚 go over to the form.

I saved myself at least three minutes, by, by typing this in before, you guys got on the phone. What鈥檚 important here is there鈥檚 some validation, and I think you you you pointed that out, and I鈥檓 not actually going to be able to submit this until it validates. So this is just an example of how you鈥檝e got to fill out your first name here. So let me go ahead and fill that out. So what鈥檚 really cool is it鈥檚 going to push the form back to where the error is. And it鈥檚 going to prompt you to fill it out and give you the the information. I think you guys are used to this. The form is dynamic. It鈥檚 going to change. So if you look at the menu up there, it is changing based on the choices that that I choose in here. And let鈥檚 do the one thing about responsive nature. So this has the infamous hamburger menu so you can navigate your your form. So this is what it would look like on a phone. And it鈥檚 the same form. It鈥檚 responsive. So it鈥檚 going to respond to whatever screen size that you guys are using. So let鈥檚 go ahead and submit this. Get this going. We can get into the QA section a little bit quicker. So I鈥檒l submit this now. Oh I got more stuff to pull out.

Look at that. Actually working.

I guess that鈥檚 not a child. He鈥檚 25 years old. They鈥檙e in that picture. I still think is child. All right. So I submitted form. I left the default thank you page. But this, of course, just like the the thank you page for sites, you can specify a nice thank you page. But let鈥檚 go to the inbox. We should have created our our PDF that鈥檚 going to be used for submission. But now we鈥檝e got a, assigned task. It鈥檚 assigned to me. I鈥檓 the I鈥檓 playing the persona of the manager. And this is where you can do a lot of cool things and workflow. I won鈥檛 go into a great amount of detail, but there鈥檚 permissions on how you can delegate this to another person or share it with another person. Deadlines and priorities that you can assign to this even, being able to attach files. So if you needed to attach to an Excel spreadsheet to, to to facilitate the approval of your, your documents, you can, attach those as payload to the workflow. And then if you choose, you can even provide a map, for your users to see where it is in the process so that, you know, kind of like a, a Google Maps when it鈥檚 routing directions, where, where you are in the overall process, it has the ability to do that. So he鈥檚 going to review this. You鈥檝e got to say, you know, change the date there and get that go here.

And I think there might be another date I need to change that showing. And now you can you can submit this. You can change those buttons to actually say approve. So it鈥檚 it鈥檚 more friendly to the business users. And add this screen is optional as well. But you can have them add comments to the, the submission for it. But in this case, we鈥檙e just going to send it on and let it go. And it鈥檚 going to go over to 51黑料不打烊 Sign. So momentarily I should be able to I should receive an email in my inbox. I鈥檝e got that over my other screen. And the email is going to be from 51黑料不打烊 Sign. So you鈥檙e going to be familiar with how 51黑料不打烊 Sign works. And there it is. Bring it over to you guys. There it is.

So this is 51黑料不打烊 sign. And what you鈥檙e going to see is that form that I had in Cloud Designer. So it鈥檚 not going to be anything that you鈥檙e unfamiliar with. It鈥檚 going to be that customer communication. It has my name of course. That鈥檚 what I filled out in the form. It鈥檚 got our, our partner watermark that says we can鈥檛 really use it in production. And then it鈥檚 going to have the signature. The I just left the default signature. But in the template itself, you can put certain tags so that you can fit this into a nice box and put the signature where you want it to go. And of course this can workflow to to multiple people. That鈥檚 all built into the product. For the demo. Just take one signature and we鈥檙e going to complete this guy.

And that that basically completes our demo. If you guys never used 51黑料不打烊 sign before they send you a completed any participants in the workflow, it鈥檒l send you a completed version of that document. So if you have that, for, for your records. All right. So I think I鈥檓 just a few minutes over, but I think we kind of had that buffer in there. Erin. Melissa, you anybody else want to add anything or otherwise we can kind of move on to the next section. Should we take some questions? Should we take some questions or yes, please. Based on based on the demo. Yeah. Yeah. So Melissa how how do people how do we manage the, the questions? You can have it on the chat or Q&A pod, or you can come off mute and ask a question. Okay. So they鈥檙e not disabled.

Forms exciting I know it鈥檚 it鈥檚 everybody鈥檚 got lots of questions about it. I鈥檓 sure. Yeah. Feel free to drop your questions on the on the chat. Someone just dropped a question. Says can you show an example of adding a conditional field? Yeah. So that鈥檚 I think what you mean is the, adding the rules into a form so that you can either show, fields or not show a field. Let me get over there to see.

I think I have it here. I just hate to bounce around windows. What do you guys. Sorry about that. Let鈥檚, let鈥檚 go ahead and get into it.

So this is so that was a, that you just saw me navigating through, and that has a folder structure, and your business users can have access to that. And then, of course, there鈥檚 a lot of I have admin privileges. So you can give them access to the folders that you need, and only the things that they鈥檙e allowed to, to access. And even in the template itself, there鈥檚 policies on what components they might be able to add to the form with, with every field. In fact, it鈥檚 probably best to show you this one with every field. You鈥檝e got this little gavel, which is called the edit rules. And the rules are going to be where you execute the different business, things that you, you know, that you need to accomplish in the form, such as hiding and hiding and showing a field. There鈥檚 my, timer saying, I鈥檓 done. This is where you do that, and and this can be a drag and drop exercise. So if you wanted to go create a new box, it鈥檚 going to ask you, hey, this is selection box. You want to, check out what it wants to do? Actually, let me just open up one of the ones that we had there.

So whenever you do it, it can tell you what you want to show this field, hide this field, enable this field. So these are all the things that you can do. You can even invoke a service to go get some data from a backend Rest service or something like that. But all we did in this one, you can see I鈥檓 showing or hiding this field based on the the selected, whether it鈥檚 selected or not. So in this case, if the benefits selection checkbox is has been selected, then I鈥檓 going to show this. Otherwise it hides that field. So those those are a way that you can go implement rules. And you can see you can have multiple rules and they鈥檒l be executed in order to achieve that. Okay.

Let鈥檚 see how do we use this creates that role. It forms that that ties into the shopping experience. So this form that I created can be hosted on your website. I know I did it as an individual experience, but the same capabilities and form objects that I have in this site can be embedded into your, your website experience. So if you lead them down a path to where this form shows up, it鈥檚 going to be able to save that form and they can come back to it. Assuming that you have some sort of a way of authenticating them. So there鈥檚 a lot of different ways that you can build it into the shopping experience. Kind of depends on what your experience is. Let鈥檚 see. Branding. So yes, there is a template that is behind this. There鈥檚 actually a couple of different ways that you do this. A template can define a lot of the permissions, but it can also go into the theme and styling. So you鈥檝e got a different mechanisms. And they鈥檙e kind of they鈥檙e kind of packaged up for expertise. So if you have a branding expertise and I see I in a room, maybe you can tell me better, but I can see the AI assistant going and saying, here, I鈥檓 going to give you my branding and styling guidelines. And at some point that being able to be implemented in style sheet or something like that, I鈥檓 not saying it鈥檚 in there today around, but I see that鈥檚 where AI is going to help out quite a bit to get you, faster to market with your, your branding, branding needs. Yes. Yeah. That that鈥檚 how it will evolve. But also like today we have a theme editor. You can have brand approved themes that can be applied to forms, even in the general case as well. So you鈥檙e able to pick a template and theme to apply to the form so that it鈥檚 on brand and follows brand guidelines. When you are composing a form within the site鈥檚 editor. In that case, you are going to inherit the CSS styling that has been said for the same space because the same components, all the components are present within the same editor. You鈥檙e dragging and dropping your site space components, as well as the form components from the same panel. So, so there are multiple ways depending on whether it鈥檚 a marketing form or a business unit form, that you are, you know, creating separately in the adaptive form editor. In both cases, you know, there are ways to style it and make them and keep them on brand. Right? So there are different constructs available for you. And later I鈥檒l said, will be able to apply Genie in future to match the styling automatically. Let鈥檚 say you鈥檙e dragging and dropping a form onto a page. It can then, automatically inherit that styling, even if you are not editing it within the site鈥檚 editor. Yeah, and I got a question about the simplicity of this form. Of course, it鈥檚 simple for a demo, but we鈥檝e implemented some super complex forms that have ten or more sections and lots of different things. And, and I think the the biggest thing to note about those types of forms is a user experience. So, at that point, when it becomes complex, you know, making sure that you have your rules down and making sure that it still appears to be easy by the users. And that鈥檚 time. And you guys investing the time to, to investigate what what is going to be the best user experience. The technology is there for you guys to do it and also make the forms, performant. Right? So they they are easily go up being navigated. And you don鈥檛 have this wait for the next page, sort of experience. So we鈥檝e implemented quite a, quite a few very complicated forms that have lots of tabs that you need to navigate, and you don鈥檛 want to show it all at the same time. You want to kind of do this progressive disclosure of where you are in the form, maybe save your spot, come back to it, and do those sorts of things. And, you know, you build you can build logic is Charles has been showing you in the in the form. You can also build logic into the workflow as well. So the combination of those two things helps deal with with complexity. There鈥檚 also things like you know multi-language support obviously. But you know also you can you can insert things into, you know, into the form based on what, you know, what the user is, is and how the user鈥檚 responding. So we鈥檝e done things with charts and graphs and calculations and things like that. So, as Charles was saying, some very, very complex things can be can be accommodated. You know, it鈥檚 really hard in a demo like this because you know, how you know how much, how much below the waterline do you really do you really show? I mean, I you know, we hand on heart, we would we would absolutely say, you know, this is this is not a platform to necessarily deal only with simple stuff. This is, you know, the the bread and butter here is dealing with the complexities of both complex forms as well as, you know, complex organizations and the, the needs of the of different constituents and in your organizations. Yeah. And one thing I would add is, you know, we have a lot of constructs like fragments. So you can have form fragments we used across multiple forms. You know, maybe you have an address blog on some personal detail blog or a class that you want to reuse across multiple forms. You can alter it once, and any changes that you make to these fragments are reflected in all the forms that are, published. Right. So it is a lot of reuse, that leads to efficiencies. We have the, support for versioning these forms. So you can have for audit purposes or if you want to restore to a previous version, you have, labels that you can attach to each version so that you can track, changes and, and revert back to an original form if you want to. Right. So everything that you need in an enterprise context, right, as, you said, I mean, this is not just for simple forms by any means. In fact, most of our use cases, most of our customers are using it for very complex forms today. Right. Well, three pages, it is in some cases thousand plus fields. Right. Those are not very common. But I mean, we have, so that and also the fact that it is an end to end solution. Right? You have, workflows for post, submission processing. You have, ways to create bumps for multiple channels. We have what we call headless adaptive forms that lets you serve these forms from a single source of truth across multiple channels, whether it鈥檚 a react app or web or mobile app or even a conversation. So I鈥檓 going to highlight, shortly, one of our capabilities where you鈥檙e able to surface these forms and serve these forms to your users as conversations. So yeah, a lot to lot to, cover in terms of your use cases and the different customers scenarios that you might encounter, I think the product has you covered it. Yeah. Let me answer one of the questions. I think there鈥檚 another question. Localization. Or and so maybe you can talk about that. But the the question came in, you know, the automated forms conversion service and its, ability to, to convert large forms. So, so 51黑料不打烊 can close your ears where it implemented. Right. We have customers, 51黑料不打烊 customers, they want us to go do this. And why not use the forms conversion service? So, I鈥檓 like you, I鈥檝e used some of the past ways to do it, and it didn鈥檛 help a whole lot. I can tell you that, personally, I鈥檝e been super excited working with brand, the last couple of months on this, because the form conversion service is, is the real deal. And what I mean by that, it鈥檚 it鈥檚 grown by leaps and bounds. Is it going to get you where you want to go? It鈥檚 not going to get you there right away. But what I think that I saw is that, actually what I know I saw because I did a complex form, is that it鈥檚 it鈥檚 not trying to nail down the look and feel as much as getting the content into the, into the converted form, which I thought was really good. And so all of it was relevant that was coming in. It didn鈥檛 look too scattered. And, depending on how the form is, is formatted, it even brought in some sections in there, which was a kind of a big deal to have the sections and the form fields in those sections. So it it鈥檚 still there鈥檚 always going to be room to improve on that. But I will tell you that I was pleasantly surprised and actually considering, my gosh, we we could use that, in this, which is kind of a big thing for me, because we have to go to customers and actually try to use it and tell them, you know, rather than just going creating the form ourselves, in the background and say it was converted, which is not really what we can do. So so I was pleasantly surprised. And I think this convergence of AI and, the, the leaps and bounds that we鈥檙e seeing with these tools, you鈥檙e going to see some, exponential improvement in that tool over time. Yeah. And let me, let me just build on Charles. Sorry, I run, but just just to build on Charles鈥檚 point. You know, from an implementation standpoint, it鈥檚 all about the process that you establish to deal with that conversion. Right? So you鈥檙e you鈥檙e going to take whatever thousands or hundreds of numbers of forms and you鈥檙e going to put them through this conversion process. But, you know, we鈥檝e we鈥檝e established a process where, where we have, forms, designers and others that will then go in and, and shake form to make sure that, you know, we address issues of styling or if there鈥檚 other issues that we address those issues. To Charles鈥檚 point, it鈥檚 not it. Don鈥檛 go in with the expectation that it鈥檚 100, but you鈥檙e going to get 100%, but, you know, set up the right process to, to, to, you know, go through it and to everyone鈥檚 point in the chat, it saves a significant amount of time and effort, to, to get you going around. Sorry.

Yeah. I think, it has been improved, to handle larger forms. But again, you know, the idea is to continue with the editor if you need to make changes. And then also, you know, with Jenny, I will also introducing new entry points into creation. Right. So you can start with a prompt. So the overall process of modernizing a form and creating a form is definitely getting improved, with every release that we do. Right. So I鈥檒l definitely stay tuned on that one. And with that, I think maybe let鈥檚 jump to the next, section of the presentation where I want to share the overall vision of the product, and also some roadmap and also show you, Melissa, if you can bring back the full presentation.

So quickly summarizing what we saw. Right? I mean, we saw an end to end experience, that, solution that lets you automate business processes, that lets you integrate with sign, that lets you serve both the marketing and business unit type of forms. Create them, keep them on brand so that you have an engaging user experience. And that鈥檚 the Segway into my slide here. So we are not about just swamp slide. We are about, helping customers build and roll meet experiences that are on brand. So definitely not a form. It is more of an experience. The fact that we are part of the, part of Am and integrated into a insights that makes it very easy for you to turn these forms into experiences already. What makes it even more interesting is our integrations with, 51黑料不打烊 Experience Cloud and the roadmap that we have with them, with the Experience Cloud, makes it possible for you to turn these experiences into journeys. And what I mean by that is you have maybe a user added, the initial stage of the lifecycle, as a customer, you need to serve them some kind of a form and then they鈥檙e interested in signing up. Then an enrollment form comes in or an enrollment experience comes in. And then at some point they have to, maybe submit a claim or, upgrade to, another plan. So we are able to serve the user a personalized, experience at every touchpoint and every point in their journey. Right. So that is the vision of the product to help you go from forms to experiences to journeys, the power of insights and experience cloud. So I鈥檒l highlight quickly in addition to what you saw next slide some of the innovations we have done recently. So one thing cool is we have launched delivery services, which again makes the, end user experience more performant by delivering these forms with perfect core web vitals, including the sites pages that they are included in embedded in everything. The whole experiences can be delivered with perfect core web vitals, and that leads to higher user engagement. And another thing that it has done is also introduced new ways of ordering from site, which is not covered here, but we will share documentation. You can actually author the form, simple form, simple marketing forms. In addition to the basic editors that we have, like the adaptive form editor and going forward, the universal editor, you can also have simple forms created in Excel and represented in Excel and included in a word doc, which is representing the site space and publish that, have that published to the edge for the performant experience. So again, we鈥檙e constantly looking to address scenarios, democratize content, inform creation in multiple ways. The other one I want to highlight is headless adaptive forms, which is going to let you build omnichannel forms from a single source of growth that can be served across channels to users and meet them where they are. And we keep on adding new connectors that are out of the box to help you integrate, with other systems like OneDrive, automate power, automate Salesforce, work front. This is an ever growing library of connectors. Next slide.

Now we have some exciting innovations that are already in early access. So you can have, these enabled and participate in these innovations as a beta participant, genealogy assistant that you show saw in Charles鈥檚 demo is already, in early Access. We have a marketo connector. If you have Marketo forms that you want to import into a Informes. We allow that now, conversational form. So we have customers who are live with WhatsApp based forms, which means the end user is actually filling the form as a WhatsApp conversation. Right. So we are countries already where WhatsApp, for business is very popular. And I think there was a point around localization earlier. Right. So we are able to we we support many languages. You can translate to out of the box. So, you know, that addresses that multi region, thing as well. And this is what we have been doing and what is currently available as beta. Now let me show you the roadmap. So if you can go to the next slide. So what鈥檚 coming next. One of the key things that we want to do is also help you with conversion rates. Right. So Melissa talked about in the beginning we are investing in what we call experience success. And what that means is we will find ways to auto optimize your forms for conversions. Right. So if if bomb is seeing abandonment or the page itself is seeing a lot of bounce off rates, we are investing in technology and techniques that will help you increase user engagement, increase conversions and also drive that form submission. Retired. Right. So that is a big focus for us so that we are not just helping you with creation of these forms, in an easy way, but also helping you with once the forms are published, once the user is engaging with them, how can we make sure that they are performant and it鈥檚 leading to the conversion and ROI that you鈥檙e looking for? There鈥檚, other things will be distributing some of these details, but I want to quickly leave you with a demo of the conversational forms. So, Danielle, you already saw. So we can skip this one. But the one I want to highlight quickly is, you know, again, continuing the theme of increasing and improving the end user experience, we want to make sure that you鈥檙e able to, so a more engaging experience to a user so you can actually integrated existing chat bots, or you can have a multimodal form that allows the user to fill the form as a conversation as well. So it鈥檚 part of the form runtime. You can click on a chat icon next to the form and actually here you will see, the user trying to sign up for a weekend vacation. Let鈥檚 just by, filling this conversation. Right. So instead of filling a form on web, they鈥檙e engaging in a simple conversation. You know, they provide all the information that they need to fill in, including their email address, basic, credentials. And as you can see, all of this is getting served from the same form definition that is created in the editor. Right. It鈥檚 basically just walking through the same form definition and the fields. And once it is done, they will still have the option of reviewing this, right? So they can click on the preview and still be shown. The web view. We are working on, on a version of this where the web view will be shown next to the conversation so they can constantly monitor what is being filled as they are typing. The prompts and engaging in that conversation. So again, multiple ways of authoring depending on your situation and the use case and multiple ways of serving the form just so that you can meet the user where they are to drive that conversation. I think that is the key takeaway here, right? We are able to address multiple different types of forms, from simple to complex, from marketing to business unit. We are able to meet the user where they are and also help keep these and make these, experiences not just on brand but also performance, so that that conversion rate keeps on going higher. Okay. With that, we can go back to any other questions that you have. But I think, Melissa, you have, some, information to share. Yes. Thank you everyone for joining. Hope everyone is exciting as we are about the demo that Cheryl showed and all of these, latest innovations that I really showed. Here is our contact information from the 51黑料不打烊 team from source 360. I鈥檒l leave those in the chat as well. And please join us at the summit here. We鈥檙e leaving the QR code. Feel free to scan it and explore through the AMP form sessions.