Converting WFFM captured details to Sitecore experience contact profile

Some people see data as facts and figures. But it’s more than that, it’s the lifeblood and it contains history. And it’s trying to tell you something. 

So it’s very important for any organization if they are able to capture visitors’ details via some form and convert these visitors’ details into Sitecore contacts.

For this, create WFFM form with basic fields like first name, last name, email id etc.

Apply this WFFM form to any item which can render it on browser as

WFFM Form

On submit, we can fire custom action on WFFM form. This action saves filled details into Sitecore as contact. Additionally we can also create a cookie with same details for smart tracking of visitors’ activities on any page.

Here is a ready-made code for WFFM custom action

public class CreateMongoContacts : ISaveAction

{

    public ID ActionID { get; set; }

    public string UniqueKey { get; set; }

    public ActionType ActionType { get; private set; }

    public ActionState QueryState(ActionQueryContext queryContext)

    {

        return ActionState.Enabled;

    }

    public void Execute(ID formId, AdaptedResultList adaptedFields, ActionCallContext actionCallContext = null, params object[] data)

    {

        try

        {

            string firstName = adaptedFields.GetValueByFieldID("{E46B75C1-BF08-4A87-9BE7-776BD65F25C4}");

            string lastName = adaptedFields.GetValueByFieldID("{966EDDC4-B907-4DDA-82C7-F3A8853514AF}");

            string emailAddress = adaptedFields.GetValueByFieldID("{709521AA-D63B-430F-8928-DF35FD7238EE}");

            MongoContacts(firstName, lastName, emailAddress);

        }

        catch (Exception ex)

        {

            Log.Error("Execute Error", ex, this);

        }

    }

    private void MongoContacts(string FirstName, string LastName, string EmailAddress)

    {

        try

        {

            string visitorEmail = EmailAddress;

            string visitorName = FirstName;

            Contact contact = Tracker.Current.Contact;

            string contactId = contact.ContactId.ToString();

            //Email Address

            if (Sitecore.Analytics.Tracker.Current.Contact != null)

            {

                var emailFacet = Tracker.Current.Contact.GetFacet<IContactEmailAddresses>("Emails");

                if (!emailFacet.Entries.Contains("Work Email"))

                {

                    IEmailAddress email = emailFacet.Entries.Create("Work Email");

                    email.SmtpAddress = visitorEmail;

                    emailFacet.Preferred = visitorEmail;

                }

                else

                {

                    IElementDictionary<IEmailAddress> entries = emailFacet.Entries;

                    var emailAddress = entries["Work Email"];

                    emailAddress.SmtpAddress = visitorEmail;

                }

            }

            //Personal Information

            if (Sitecore.Analytics.Tracker.Current.Contact != null || visitorName != null || visitorName != "")

            {

                var personalFacet = Tracker.Current.Contact.GetFacet<IContactPersonalInfo>("Personal");

                personalFacet.FirstName = FirstName;

            }

            if (Sitecore.Analytics.Tracker.Current.Contact != null || visitorName != null || visitorName != "")

            {

                var personalFacet = Tracker.Current.Contact.GetFacet<IContactPersonalInfo>("Personal");

                personalFacet.Surname = LastName;

            }

            //Identify a unKnown Visitor

            var identifiers = Sitecore.Analytics.Tracker.Current.Contact.Identifiers;

            if (identifiers.IdentificationLevel == ContactIdentificationLevel.Anonymous)

            {

                Sitecore.Analytics.Tracker.Current.Session.Identify(visitorEmail);

            }

            ContactManager contactManager = (ContactManager)Sitecore.Configuration.Factory.CreateObject("tracking/contactManager", true);

            contactManager.SaveAndReleaseContactToXdb(contact);

            HttpCookie formCookies = new HttpCookie("contactprofile");

            formCookies.Values["ContactId"] = contactId;

            formCookies.Values["EmailId"] = EmailAddress;

            formCookies.Values["FirstName"] = FirstName;

            formCookies.Values["LastName"] = LastName;

            formCookies.Expires = DateTime.Now.AddYears(1);

            HttpContext.Current.Response.Cookies.Remove("contactprofile");

            HttpContext.Current.Response.SetCookie(formCookies);

        }

        catch (Exception ex)

        {

            Log.Error("MongoContacts Error", ex, this);

        }

    }

}

To get this analytics data, login to Sitecore and click on “Experience Profile” icon on dashboard

Experience Profile

Find contact by entering email id or first name or last name in search box. Click on selected contact.

Note:- You will get contacts only when current session is expired. To expire session forcefully, you can either delete cookies or close browser or restart IIS. Wait for some time or have a coffee break :) .

Contacts in Experience Profile

 
This should open visitor’s profile where voilaaa one can get visitor interaction history data in terms of first name, last name and email id.

Contact in Sitecore

In conclusion, WFFM form only store user entered data as a single record. But Sitecore experience profile collect all user activities on website. Hence it’s good place to convert any anonymous profile with captured user information for easy identification and tracking.

I hope you like this Sitecore article. Stay tuned for more Sitecore related details.

Till that happy Sitecoring :)

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