Adding form submitters to and removing them from a shared list

Two form processing steps let you move contact data to shared contact lists within Oracle Eloqua:

• Add to Shared Contact List - adds contacts to an existing contact list, which you can then be used within Oracle Eloqua or exported for used by other systems, such as a CRM that is not integrated with Oracle Eloqua.

  Note: If your CRM is integrated with Oracle Eloqua and you have set up integration rules, see Creating or updating leads, contacts, or accounts in your CRM system.

• Remove from Shared Contact List - removes contacts from a contact list based on form data.

When configuring the Add to Shared Contact List form processing step, you specify the contact list to which you want to add contacts. You can manually specify the shared list or you can use one of the following options:

• Use a picklist - Use this option if the form contains information that you can configure Oracle Eloqua to use to determine the destination contact list. See Using picklists with form processing steps for more information.
• Use the value of a form field - Use this option if your form specifies the contact list. For example, if you have separate forms for different lines of business, you can use hidden fields to specify the destination contact list for each LOB.

To add a form submitter to a shared list:

1. Open a form or create a new one.
2. Click Processing.
3. Click in the left pane.
4. Double-click Add to Shared Contact List.
5. Choose how the contact list is selected:

   Option	Steps
   To manually specify the shared list	Select Always add the contact to the same contact list in the Choose how the destination contact list is selected drop-down list. On the Choose a Contact List drop-down menu, select the contact list to which you want to add the contact.
   To use a picklist	Select Use a picklist to select the contact list in the Choose how the destination contact list is selected drop-down list. Identify the picklist in the form by selecting the form field on the Choose a form field drop-down list. On the Use a Lookup Table drop-down list, select the table that maps the picklist options to the corresponding shared contact list to which the contact should be added.
   To use a form field	Select Use the value of a form field to select the contact list in the Choose how the destination contact list is selected drop-down list. On the Choose a form field drop-down list, select the field that identifies the contact list. Note: Typically, the form field used is a hidden field with a static value that specifies the contact list by its unique ID.

6. To override the default key field mapping, click Advanced Settings and choose the key field.

   Note: The Key Field Mapping window, which you access by clicking the @ icon in the bottom, left-hand corner of the screen, is where you map a form field to a contact record field. If you have an Email Address field in your form, the Key Field Mapping is set to Email Address by default. You can change that configuration or you can override it.

7. Specify when to process this step.

8. Click Save.

To remove a form submitter from a shared contact list:

1. Open a form or create a new one.
2. Click Processing.
3. Click in the left pane.
4. Double-click Remove from Shared Contact List.
5. On the Select the form field to use for contact matching drop-down list, select the form field you want to use to match form submitters to their data in the contact list.

   Note: The Key Field Mapping window, which you access by clicking the @ icon in the bottom, left-hand corner of the screen, is where you map a form field to a contact record field. If you have an Email Address field in your form, the Key Field Mapping is set to Email Address by default. You can change that configuration or you can override it.

6. On the Choose the mapping field drop-down list, select the contact list field that corresponds with the form field you specified in the previous step.
7. On the Choose a contact list drop-down list, select and configure one of the following options:

   Option	Steps
   Manually select the campaign	On the Choose a contact list drop-down list, select Constant Value. Use the next drop-down list to specify the list.
   Use a form field	On the Choose a contact list drop-down list, select Form Field. Use the adjacent drop-down list to specify the field that you want to use to determine the contact list from which you want to remove contacts. Tip: You can use a hidden field to specify the contact list or you can use an active field, such as a check box. For example, if you want to remove from the shared list all users who use the check box to unsubscribe, select the check box field in step 2.

8. Specify when to process this step.

9. Click Save.