Utilizing Data Capture in Naologic Workspace

Data Capture is a powerful feature in Naologic that allows you to collect and consolidate information from various web sources, such as customer-facing websites and forms, into a single, unified interface within your Naologic workspace. In this article, we will discuss how to set up and manage Data Capture in your workspace.

Creating Form Types

Form types are used to define the various forms that will be capturing data. To create a new form type, follow these steps:

1. Navigate to the Data Capture app in your Naologic workspace.

2. Click on the "Form Types" tab.

3. Click the "Create New Form Type" button at the top of the form types table.

4. Enter the name and description of the form type.

5. Assign the form type to a group. Groups can be configured by hovering over the "Edit Options" function that appears when you hover over the field itself. You can define as many groups as you want and assign them to various categories.

Viewing and Managing Entries

Once data is captured and submitted through your forms, it will appear in the "Entries" tab of the Data Capture app. Here, you can view and manage the collected information.

Viewing Entry Details

To view the details of a specific entry, click on the entry in the entries table. This will display all the information collected through the form, such as contact information, form submission time, and the form type associated with the entry.

Filtering Entries

You can filter the entries in the table by form type or group to quickly find the information you need. Use the search bar and dropdown filters at the top of the entries table to apply the desired filters.

Exporting Entries

If you need to export the collected data for further analysis or external use, you can easily do so by selecting the desired entries and clicking the "Export" button at the top of the entries table. You can choose to export the data in various formats, such as CSV or Excel.

Integrating Data Capture with Your Website

To integrate Data Capture with your website or any other customer-facing platform, you will need to create a form that submits data directly to the Data Capture app in your Naologic workspace. This can be achieved using Naologic's API and authentication tokens. For more information on authentication tokens and REST APIs, refer to the support documentation for authentication tokens.

Naologic's Data Capture feature provides an efficient way to collect and organize information from various web sources, making it easier to manage customer data, analyze user behavior, and improve your overall customer experience.