Adobe Campaign & AEM Forms Integration for Enhanced Healthcare Communication
"Integrating Adobe Campaign & AEM Forms for Streamlined Healthcare Communication"
Client Overview
The client is a large healthcare provider seeking to streamline patient communication and enhance engagement through personalized email campaigns and digital forms. The client required a solution to manage patient data securely while delivering targeted and timely communication.
Objective
To implement Adobe Campaign integrated with AEM Forms to automate and personalize patient communications, improving patient engagement and data management efficiency.
Technologies Used
•Adobe Campaign
• AEM Forms
• Adobe Experience Manager (AEM)
• Adobe Analytics
• API Integrations
• Secure Data Management
Solution Overview
Step 1: Setting Up Adobe Campaign
- Environment Configuration:
We set up Adobe Campaign with environments for development, staging, and production. This allowed the healthcare provider to safely test campaigns before deployment.
# Initialize Adobe Campaign environment
adobe-campaign --init --env=production
- Integration with AEM Forms:
Adobe Campaign was integrated with AEM Forms to manage patient data securely and enable automated form submissions. This setup allowed the client to create, send, and track digital forms as part of their communication campaigns.
@Component(immediate = true)
public class CampaignFormsIntegration {
@Reference
private AEMFormsService formsService;
public void sendFormWithCampaign(String campaignId, String formId) {
formsService.attachFormToCampaign(campaignId, formId);
adobeCampaignClient.sendCampaign(campaignId);
}
}
Step2: Creating Patient Segments and Personalization Rules
- Patient Data Segmentation:
Using Adobe Analytics, we segmented patients based on their healthcare needs, such as routine check-ups, chronic conditions, or upcoming appointments. These segments were then used in Adobe Campaign to personalize communication.
var routineCheckupPatients = {
"segmentId": "seg_routine_checkup_patients",
"criteria": {
"lastVisitDate": ">=2023-01-01",
"appointmentType": "checkup"
}
};
adobe.campaign.getSegments().then(segments => {
segments.push(routineCheckupPatients);
});
- Personalized Email Campaigns:
We created personalized email campaigns in Adobe Campaign, including links to AEM Forms for patients to complete their pre-appointment paperwork. The emails were tailored to each patient segment, ensuring relevance and engagement.
<div data-target="email-content">
<cq:include path="email/patient-reminder" resourceType="campaign/components/email-content"/>
</div>
Step 3: Secure Form Management with AEM Forms
- Customizing AEM Forms:
We developed custom AEM Forms for various patient needs, such as appointment scheduling, medical history updates, and consent forms. These forms were integrated with Adobe Campaign to ensure seamless data capture and submission.
public class PatientFormService {
public void createCustomForm(String formType) {
Form form = new Form(formType);
form.addField("patientName", FieldType.TEXT);
form.addField("appointmentDate", FieldType.DATE);
formsService.saveForm(form);
}
}
- Secure Data Handling:
To ensure compliance with healthcare regulations, all data captured through AEM Forms was encrypted and stored securely. We implemented role-based access controls to restrict access to sensitive patient data.
public class SecureDataHandler {
public void encryptAndStoreData(FormData data) {
String encryptedData = encryptionService.encrypt(data);
storageService.store(encryptedData);
}
}
Step 4: Automated Campaign Execution
- Workflow Automation:
Adobe Campaign’s workflow engine was used to automate the delivery of emails and forms based on triggers, such as upcoming appointments or test results. This automation ensured timely and relevant communication with patients.
adobe.campaign.createWorkflow({
"name": "Appointment Reminder Workflow",
"triggers": [
{
"event": "appointment_scheduled",
"delay": "24 hours"
}
],
"actions": [
{
"sendEmail": {
"templateId": "template_appointment_reminder",
"recipient": "patient.email"
}
},
{
"sendForm": {
"formId": "form_pre_appointment",
"recipient": "patient.email"
}
}
]
});
Step 5: Monitoring and Optimization
- Campaign Performance Monitoring:
Adobe Analytics was integrated to monitor the performance of email campaigns and form submissions. Metrics such as open rates, form completion rates, and appointment follow-through were tracked to assess the effectiveness of the campaigns.
public class CampaignAnalyticsService {
public void monitorCampaignPerformance(String campaignId) {
Report report = adobeAnalytics.getCampaignReport(campaignId);
report.getMetrics().forEach(metric -> {
System.out.println(metric.getName() + ": " + metric.getValue());
});
}
}
- Continuous Improvement:
Based on the analytics insights, the campaigns and forms were continuously optimized. For example, if a form had a low completion rate, it was revised to be more user-friendly, and reminder emails were adjusted to improve engagement.
adobe.campaign.optimizeCampaign({
"campaignId": "appointment_reminder_campaign",
"metric": "formCompletionRate",
"threshold": ">=90%"
});
Challenges Faced
Data Security and Compliance: "Handling sensitive patient data required strict adherence to healthcare regulations. We ensured compliance through secure data management practices and regular audits."
Form Completion Rates: "Ensuring high form completion rates was challenging, particularly for older patients who may not be as comfortable with digital forms. This was addressed by simplifying forms and providing clear instructions."
Outcomes
Improved Patient Engagement: "The personalized and automated communication campaigns led to a 25% increase in patient engagement, with more patients completing pre-appointment forms and attending scheduled appointments."
Enhanced Data Management: "The integration of AEM Forms with Adobe Campaign streamlined data management, reducing administrative workload and improving data accuracy."
Higher Form Completion Rates: "By optimizing the forms and communication strategy, the client saw a 30% increase in form completion rates, ensuring that more patients were prepared for their appointments."
Conclusion
This case study demonstrates the effective integration of Adobe Campaign and AEM Forms for a healthcare provider. By automating patient communication and securely managing data, Surge Software Solutions helped the client improve patient engagement, streamline operations, and enhance overall healthcare delivery.
Contact us today to learn how we can help you achieve similar success with Adobe Campaign and AEM Forms.
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