Safely capture PII like social security numbers in the widget without the Acquire user seeing the information
How to install:
Go to the App Store > Widget Apps > PII Form. Click ‘Install App’. Review the app capabilities and click ‘Install’. On the next screen, review the permissions and access levels, then click ‘Authorize Access’.
How to set up:
Next, you’ll be taken to the PII Form settings. Alternatively, click the three dots ‘...’ in the upper right of the app tile and select ‘Edit’ to open the settings wizard.
Click ‘New Form’, then enter a name and disclaimer. Next, add the form fields labels. When you are happy with the fields, click ‘Form Preview’ to see what it will look like. If everything looks good, click ‘Save’ to make the form available in your widget.
How to use:
In the conversation window, click the App icon and select PII form. If you only have 1 form, it will automatically push to the visitor. Otherwise, select the form you want to send. The visitor will fill out the form, and the data will display to the user in Acquire for 30 seconds. Relevant fields will also save to the contact profile.
What the form looks like in Acquire after 30 seconds.