Configure Form Abandonment

   Journey Manager (JM) Previously known as Transact Manager (TM). |   Platform Developer  |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager allows you to configure abandonment rules of form transactions. You can use abandonment configuration customize when a form is considered as abandonedAny transaction that has been deemed as Abandoned in Manager. When a user leaves the application without explicitly canceling it, the transaction lives in Started status for a period defined in Manager, after which it is considered as an Abandoned transaction. after it has been saved, and what happens after a form transaction is abandoned.

To configure form abandonment:

  1. Select Forms > Forms.
  2. Locate a form.
  3. Click the Abandonment tab.
  4. Specify the maximum age of user saved transactions after which they will be automatically abandoned (marked as Abandoned) in the Saved Transaction (days) field. The default is 30 days, which is either the organization data retention setting, if exists, or the system data retention setting.
  5. Select the organization delivery channel for delivering abandoned submissions from the Abandoned Delivery Channel dropdown list.
  6. Note

    Manager version 17.10 and higher has the following fields available for Composer forms only. However they are still displayed for Maestro forms.

  7. Edit the Minimum Transaction Score to specify the transaction score that a form transaction must reach for it to be delivered to the Abandoned Delivery Channel. A transaction score is a numerical value calculated by the form, generally based on how much of the form was filled in. When left blank, all abandoned form transactions are delivered. Otherwise, only those that have been “adequately” filled in, meaning they have reached the Minimum Transaction Score, are delivered.
  8. Select a time from the No User Activity in Form Max Time dropdown list to specify a time frame for allowing any form transaction by an anonymous user to remain untouched before marking it as abandoned.
  9. Note

    A form transaction must also have been background saved for this setting to apply.

  10. Select a time from the Submitted Transactions Max Time dropdown list to specify a time frame for allowing any form transaction that has been submitted by a user to remain incomplete before marking it as abandoned.
  11. Note

    A form transaction may be incomplete because it’s waiting for a post-submission requirement such as an attachment to be provided by the user.

  12. Click Save to update the changes.

Next, learn hot to configure form details.