Send feedback on this topic

Creating forms

In Oracle Eloqua, you can create simple or complex forms, then drag them into your landing pages to capture visitor information for your marketing database.

Learn more by watching the video

To create a new form:

  1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil., then click Forms.

  2. Click Create a Form.

    An image of the Create a Form option.

  3. Double-click a form template.
  4. Click Actions An image of the Actions button, which is represented by two small black arrows pointing to the right., then select Settings to open the form settings window.

    An image of the form settings window.

  5. Configure the form settings:

    • Name: The name of the form. This name should be descriptive so that the purpose of the form is clear.
    • Validation Failure Page: The landing page to which the submitter is re-directed if the form is unavailable, or if the form is not completed properly. Select a landing page from the drop-down list next to the field.

      If you do not select a Validation Failure Page and are using external forms or blind form submits, Oracle Eloqua will display the following HTML page as a response to any invalid fields. As in the following example, the errors presented will match the validation errors that occur per form field.

      An image of the default error message displayed for invalid form field input if a Validation Failure Page is not selected for the form.

    • HTML Name: The HTML name for the form. This is the name that is referred to when uploading a landing page that uses this form. The name cannot contain any spaces. When you stop typing, Oracle Eloqua will automatically check for the validity and availability of the name you have selected. If the name is valid and available, you will see a green check mark next to the field.

      Note: Oracle Eloqua automatically generates an HTML name for your form. You can use this generated name, or create a new one.

  6. Click Done when you are finished.
  7. Edit the content of the form as needed:

    • To add fields to the form, click an icon in the left panel to open the field chooser. Then double-click the field you want to add. Learn more about these form fields.

      An image of a field being dropped on the canvas.

    • To configure the field, click the field and use the configuration menu. Learn more about configuring form fields.

      An image of the Email Address configuration menu.

    • To remove a field from the form, right-click the field, then click Delete Field.

      An image of a shortcut menu with Delete Field highlighted.

  8. Configuring the form processing. See Processing form data for more information.
  9. Click Save.

Form status

After you create a form and configured form processing, you can use the form in a campaign. The status of your form mirrors the status of the campaign. For example, if the campaign is in Draft state, the form is in Draft state. If the campaign is Active, the form is also Active. However, once the campaign is completed, the campaign shows a Completed status, while the form returns to Draft state.

An image highlight the form state

In the case that a form is used in multiple campaigns, if any of the campaigns are Active, the form is also Active. If none of the campaigns are Active, the form will be in Draft state.

Note: Once your form is Active, you cannot edit it. If you want to edit the form, you need to deactivate your campaign. Before your deactivate a campaign, see About deactivating campaigns and Oracle Eloqua's retention policy.

Related

Forms

Form examples

Processing form data

Knowledge Base FAQ: Eloqua Form Design