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Environment: Survey Advanced Mode
Resolution:
If you do not want to utilize cookies in your survey, you can switch the survey to Advanced mode and create it using the Serve Web Page element. The Serve Web Page element needs to be added as the first page in your flow diagram. Then, you can edit its attributes to select a document to serve as a web page through Oracle B2C Service:
Double-click the Serve Web Page element.
From the Web Page tab, select the document you want to use. The document should contain a 'Submit' button that needs to be added in a 'WebForm' section.
Click the User Identification tab and select the 'Do Not Identify' option.
Notes:
This applies only to single page surveys or campaigns with only one Serve Web Page element.
For surveys and campaigns with more than one page, after the contact information is added to the first page, the subsequent pages will prefill. Therefore, this option applies only to the first instance of a page in a survey or campaign flow that uses a Submit connector. For example, most surveys use a Submit connector on the first page that flows to the next page with another Submit connector, and so on. In this case, the first page will not prefill since the contact has not been identified. However, after the first page has been submitted, the next page that loads will be associated to that contact. Therefore, any web form fields on that page (as well as on subsequent pages) will prefill even though Do Not Identify is selected.
A contact record is updated through the web form if the email address field is included and can be matched to an existing record.
You can set default values for the user identification fields by editing the configuration settings located in Outreach and Feedback/General/Campaigns. Note that default values specified by these settings impact both new campaigns and new advanced surveys.
For more information refer to the 'Edit Serve Web Page attributes' section (path: Outreach and Feedback > Feedback Surveys > Create a questionnaire in advanced mode > Editing element attributes > Edit Serve Web Page attributes) from the online documentation for the version your site is currently running. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.