Send feedback on this topic

Processing form data

Form processing steps allow you to configure what should happen after a contact submits a form (such as updating a contact record or custom data object), and what actions to take as a result of the submission (for example, sending the submitter an email or adding them to a campaign). You can configure these steps for each form you create.

Here are some examples of form processing that could occur after a contact submits a form:

Learn more by watching the video

Accessing form processing window

After you add and configure the visual elements of your form, you then need to configure what to do with the form data that gets submitted.

Clicking the Processing button displays the processing window with the following elements:

1

The Design button lets you switch back to the form design window, where the visual elements of the form are laid out and configured.

2

The Processing Steps pane is where you identify the processing steps you want to include in your form.

3

The An image of the Add button. button opens the list of processing steps. You can double click or drag steps to add them to the Processing Steps pane.

4

The An image of the actions button button lets you remove or disable the currently selected step in the Processing Steps pane. You can also right-click the step to access these options. Disabled steps are identified by a red circle next to their name.

5

The An image of the Key Field Mapping button. button opens the Key Field Mapping window, which lets you map a form field to a contact record field as your key identifiers. If you have an Email Address field in your form, the Key Field Mapping is set to Email Address by default. Some processing steps allow you to override this form setting.

6

The configuration pane displays the settings for the currently selected step.

7

Many processing steps provide these options, which let you specify when a step is executed. For more information see Configuring when a form processing step runs.

8 This Actions button An image of the actions button is available in both the design and processing windows for your form. Use it to access form-related actions.

Steps to configure form processing

The following steps provide an overview of how to configure form processing steps. Use the links to find out how to configure specific processing steps.

Before you begin:

Oracle Eloqua makes the configuration process easy, but there are things you will want to understand and consider before you begin.

Steps to configure form processing:

  1. Click Processing.
  2. Click An image of the Key Field Mapping button. at the bottom of the window and configure how to uniquely identify the contact that submitted the form. Typically this is done using the email address submitted with the form.

    Note: You can override this default mapping for some form processing steps.

  3. Click An image of the Add button. in the left pane and double-click the step you want to add. Add the steps in the order that you feel they should be performed. Oracle Eloqua will reorder those steps that must occur first. See How Oracle Eloqua determines the processing order for more information.
  4. Double-click the step you added and add a description of the step.
  5. Configure the processing step and specify when to run the step. Use the topics below to help you configure the form processing step:
  6. Click Save and resolve any errors.

Related

Forms

Creating forms