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    The Siebel CRM Form Module

    You can quickly and easily create a custom form where users can enter their information directly on your View. You will then be able to download the results in Content & Apps and will be sent to the Fusion CRM system.

    Oracle Social Marketing customer who also have Siebel CRM will be able to access this module.
    Note: This module is only turned on by request. Please contact Oracle Support to request access.

    Facebook Appearance

    When a user goes to the Facebook tab that the module is on, they will see three things:

    1. Landing Page (optional) - You can upload an image to begin the custom form experience. The user will click this image to get to the form.
    2. Form - This is where users will enter their information.
    3. Confirmation Page (optional) - You can upload an image confirming that the user's information was successfully submitted.

    You can choose to use any combination of these three items for your custom form though, obviously, the form section is mandatory.

    Note: This module works best in the full width module position.

    Adding a Siebel CRM Form Module to a Content & Apps View

    All modules are added to a View in the same way with our drag-and-drop interface. For more information about this, see the Building a View: Adding Modules and Content to Views in Content & Apps help article.

    Once you have added a module and given it a name, the module will open for you for edits or to add content. Back on the View layout, you will see a callout bubble next to your module. Click the triangle for controls for your module. This callout will not appear on your published View and your new module will not appear on your Facebook Tab until you click Publish.

    Note: You cannot have more than one Forms module, such as Custom Form, CRM On Demand, Fusion CRM, Newsletter, Siebel CRM, Sign Up, Survey, or Sweepstakes, on a View at one time. You can have one Forms module and a Contest module.

    Setting Up Your Siebel CRM Form Module

    When you drag-and-drop a Siebel CRM Form module onto a View, it will automatically open to the edit page for that module. There are four sections you can edit/set up: Campaigns, Form Fields, Images, and Options.

    Using the Campaigns

    To use your Siebel campaigns in your form, you'll need to login to your Siebel account and choose the campaigns you want to use.

    1. On the Campaigns tab, you'll see a section to enter your Siebel username and password.
    2. Enter the Siebel Service URL.
    3. Enter the Campaign code you want to use or create a new one in the New Campaign Name field.
    4. Click Link to Campaign to connect to Siebel.

    Working With the Form Fields

    You can start building your custom form by choosing which fields you want users to fill out. From the Add Fields section on the left-hand side of the screen, you'll see Standardand Custom categories of fields. Standard fields have editable preset values and custom fields allow you to set new values.

    To add a field to your form: Just click on the field and it will appear in the layout area. After you've added a field, you can drag and drop the fields to rearrange them on the layout.

    To edit a field: After you've added a field, click on it in the layout area. The sidebar will switch to Edit Field and a pencil icon will appear on the right side of the field.

    You can edit the following ways:

    • Field Labels - What you want the field to be called, or what you want a user to enter.
    • Validation - You can have the field as required and by what means.
    • User Instructions - You can enter instructions about the field for users. These will display underneath the text field.
    • Additional CSS Classes - If you want to style the field to look a particular way, you can add CSS classes here.

    To delete a field: After you add a field, click on it and a small X and a pencil icon will appear on the right side of the field. Click the X and the field is deleted.

    Adding Images

    If you want to have a landing page to start your user's custom form experience, or a confirmation page once they have submitted their entry form, you will set them on this page.

    Note: Images will not scale to fit a module position, so make sure you upload an image sized appropriately for the module position you are going to place the Siebel CRM Form module into. The image sizes for module positions are:

    • Left: 300 pixels
    • Right: 494 pixels
    • Full: 810 pixels

    To upload a Landing Page image:

    In the Landing Page section, click Upload Image. Select the image you want from your computer and click Open. The image will appear in a preview in the section.

    To upload a Confirmation Page image:

    In the Confirmation Page section, click the Upload Image button. Select the image you want from your computer and click Open. The image will appear in a preview in the section.

    Adding a Link to the Confirmation Page image

    You can also have the Confirmation Page image act as a link to a URL you specify, so when the user clicks on it, they will be taken to an external site. To have the image act as a link, paste the URL into the Link URL field.

    Options

    In the Options area, you can set specifics for three areas: Submissions, Legal, and Share.

    Submission Restrictions

    Use the drop-down menu to set the number of times a user can make a submission to your form. You can choose from the following rates:

    • No Restriction
    • Once per Campaign
    • Once per Hour
    • Once per 24 Hours
    • Once per Week
    Note: If you set a submission restriction, the user will be asked to grant an app permission to check their voting identity.

    Legal Options

    If your form sign up requires Terms and Conditions, FAQs, or a Privacy Policy, you can enter those into the text fields provided. These will appear as links at the bottom of the form portion of the form sign up. When a user clicks on one of these links, it will open in a popup over the module with the full text displayed.

    Share Options

    A Facebook Share button will appear on each page of the Siebel CRM Form you create, that a user can click at any time to share the form on their news feed. You can customize certain parts of the details that are in the Share post - the title, caption, description, and image.

    To edit any of these items, simply click the text field and enter the information you wish to be displayed. If you want a specific image to appear from this share, you can upload one from your computer by clicking Upload Image.

    Saving Your Siebel CRM Form

    Once you have finished setting up or editing your custom form, click the green Save button.

    Downloading Siebel CRM Form Submissions

    Once you have placed the custom form module on your View and made it live, you can begin to collect submissions. You can download these submissions results as a CSV (comma separated value) file to your computer.

    To download the submissions:

    1. Log into Content & Apps and go to the View that your module is placed on.
    2. Next to the Siebel CRM Form module you will see a callout bubble with the title of your module in green text. Click on the green triangle next to the title and click Edit Module.
    3. Click on the Submissions section.
    4. You will see a link labeled "Download submissions in CSV". Click on this link and a download dialog will appear allowing you to save the CSV file.

    Metrics Recorded for the Siebel CRM Form Module

    Content & Apps captures metrics for:

    • Module views
    • Forms submitted
    • All data submitted

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