How To: Handle Partial Data Capture in Embeddables

Partial data capture is easy to achieve in Embeddables.

In fact, it is typically enabled by default, because Embeddables collects users’ answers as they provide them, and (depending on the field’s settings) stores them for use in analytics later on.

There are also ways to implement custom partial data capture where you send user answers to your own backend, e.g. your API or a CRM.

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Storing partial user data in Embeddables

As described in the User Data guide, each user answer can be stored on three different levels:

1. Only in the context of the current page load (i.e. data is lost when the user refreshes or closes the tab).
2. #1 and also in Local Storage in the user’s browser (i.e. the session is resumed when the user reloads the page again later).
3. #1, #2 and also in Embeddables’ database (i.e. the data is also available for use in analytics in the Embeddables Web App).

Therefore, any fields that are configured with option #3 will automatically be captured as partial data, as the user enters the information, and will be visible later in the Embeddables Web App (to logged-in users with sufficient permissions).

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Sending partial user data to your own backend

To send partial user data to your own backend, you can:

1. Add an Action with custom code that sends the data to your backend,
2. Add a Trigger to execute that Action when the user reaches a key page or clicks an important button.

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Instructions:

// All Actions must contain a function called output()
function output(userData) {
  // Construct the data object with the user's answers
  const dataToSend = {
    ...userData,
  };

  // Replace with your backend API endpoint
  const url = "https://your-api.example.com/data";
  
  // Optional: Add any required headers
  const headers = {
    "Content-Type": "application/json",
  };

  // Send POST request
  fetch(url, {
    method: "POST",
    headers,
    body: JSON.stringify(dataToSend),
  });
}