Creating forms in the Classic Design Editor

Important: Starting with the 20A release (February 2020), you will not be able to create new assets or edit existing assets using the Classic Form Design editor. All legacy assets will be view-only and not editable. Classic forms will still function in their landing pages and capture form submission data. We recommend customers start preparing in advance for this transition. Customers can leverage the Save As and Save As Template features for their classic forms to save them as responsive forms in our new Design Editor. Learn more in our product notice.

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. If you are using the Design Editor, see Creating forms.

Learn more by watching the video

To create a 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, 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.

    • Set your form visibility to Internal or External:
      1. Internal: The form will remain visible but will not accept submissions via the landing page or endpoints (API). Marking a form as internal prevents spam attacks on old or new forms.

        Note: If a form is set to Internal, a user who tries to submit the form via the landing page will see an error message.

        Additionally, if a user tries to submit a form marked as Internal via API request, they will also see an error message.

      2. External: Visible to everyone and can capture submission data (this is the default option).

      Important: This feature is currently released under our Controlled Availability program. To request access to this feature, please log in to My Oracle Support and create a service request.

      An image of the form visibility settings.

  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.

Note: If you no longer need a form, you can delete it as part of your regular maintenance to keep the application from becoming cluttered with too many old forms. A form cannot be deleted if it is being used in an asset or campaign. You will receive an error message when you try to delete it. The Dependency Viewer then opens, and shows you the objects which are dependent on that form. You must resolve these dependencies before you can delete the form.

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

Moving Classic Forms to the Design Editor

Creating forms

Asset Type Column

Form Design Editor

Creating forms

Forms

Form examples

Processing form data

Knowledge Base FAQ: Eloqua Form Design