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Oracle® CRM On Demand Marketing
Release 5.4.10
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About Web form Rules

Web form rules affect the behavior of the Web form at run time. The rules can be based on the following categories:

Using the Advanced Skip Feature

Use the Advanced Skip feature to skip a question based on other questions in the same Web form or the user's profile.

To use the Advanced Skip feature

  1. Open the Web form that you want to edit.

  2. Click Question Options, and click Edit Rules for the question that you want to edit.

  3. Scroll down to the Advanced Skip section, and click New Rule.

    The Condition Builder screen allows the definition of complex rules based on three components: a LHS (Left Hand Side) Value, an Operator, and a RHS (Right Hand Side) value.

  4. Select either a question on the Web form or a contact's profile attribute (LHS), and compare it to a value (RHS) using the specified operator.

    For example, if you have the following condition, then the LHS value is Question: Country, the Operator value is Equal To, and the RHS value is USA.

    Question: Country Equal To USA
    

Building Conditions

The following procedure explains how to build a condition when making rules in Oracle CRM On Demand Marketing.

To build a condition

  1. Select one of the following types for the LHS value:

    • Question. This value displays the list of questions in the Web form that appear before the current question. Oracle CRM On Demand Marketing enables you to select any question that has been asked before the current question.

    • Profile. This value displays the list of profiles, such as Demographic, Insight, Oracle CRM On Demand Contact, and Oracle CRM On Demand Lead in a list with the profile's corresponding attributes in a list to the right. Pick an operator for the condition. The RHS is either a list of Answer Option values for the question or the different values for a profile attribute. It is possible to define multiple conditions and join them using the operators: AND or OR, for example:

      Country Equal To USA AND Job Title Equal To CEO
      
  2. Select when the question should be skipped.

  3. Select either a question on the Web form or a contact's profile attribute (LHS), and compare it to a value (RHS) using the specified operator.

    For example, if you have the following condition, then the LHS value is Question: Country, the Operator value is Equal To, and the RHS value is USA:

    Question: Country Equal To USA
    

Creating Conditional Questions

Aliasing is a method of creating questions whose acceptable answers can vary depending upon other conditions. For example, if the specified country is USA, the State field must list the states in the USA, whereas if the country is India, then the user must be allowed to enter the state value manually.

To create a conditional question

  1. Define multiple question variations to use for the same attribute.

    You must edit each attribute that requires aliasing and create new questions for it.

  2. Open the Web form that you want to edit.

  3. Click Question Options.

  4. Click Edit Rules for the question that you want to edit.

  5. In the Aliasing section, click New Rule.

    This step enables you to define a condition and select a question alias to display when the condition is true.

  6. Select either a question on the Web form or a contact's profile attribute (LHS), and compare it to a value (RHS) using the specified operator.

    For example, if you have the following condition, then the LHS value is Question: Country, the Operator value is Equal To, and the RHS value is USA:

    Question: Country Equal To USA