Adding a contact to a campaign or program when a form is submitted
You can add contacts to a campaign or program using the Add to Campaign and Add to Program processing steps. For example, if the form includes a picklist that allows contacts to specify their location by country, you can configure the Add to Campaign processing step to add the contact to a specific regional campaign based on their country selection in the picklist on the form.
When configuring this type of form processing step, you specify the campaign or program to which you want to add contacts. You can manually specify the campaign or program 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 campaign or program. See Using picklists with form processing steps for more information.
- Use the value of a form field - Use this option if your form identifies the campaign or program, in a hidden field, for example.
To add a form submitter to campaign or program:
- Open a form or create a new one.
- Click Processing.
-
Add a new processing step:
- In the classic UI, click
in the left pane.
- In the Redwood experience, click
.
- In the classic UI, click
- Choose the add to campaign or add to program step.
- In the classic UI,
Add to Campaign or
Add to Program. - In the Redwood experience,
Add to Campaign or
Add to Program.
- In the classic UI,
- Choose how you want to select the campaign or program:
Option Steps Manually select the campaign - Click the option to always use the same campaign or program.
- Click the button to choose the campaign or program and search for the campaign or program.
- Choose the campaign or program step.
Use a picklist - Click the option to use a picklist.
- Click the form field you are going to use with the picklist in the Choose a field drop-down list. This form field contains the values that map to an appropriate recipient in the picklist.
- Choose the picklist:
- In the classic UI, click the picklist in the Choose a Lookup Table drop-down list.
To create a new picklist, click
and then
click
.
- In the Redwood experience, select the picklist in the Lookup Table drop-down. To create a new picklist, click
and choose Add Picklist.
- In the classic UI, click the picklist in the Choose a Lookup Table drop-down list.
To create a new picklist, click
Use a form field - Click the option to use a form field.
-
Click the form field in the Choose a form field drop-down
list.
Note: Typically, the form field used is a hidden field with a static value that specifies the campaign or program by its unique ID.
-
To override the default key field mapping, click Advanced Settings and choose the key field.
Note: The form’s Key Field Mapping is where you map a form field to a contact record field. In the classic UI, you can access it by clicking the @ icon in the bottom-left corner of the screen; in the Redwood Experience, it’s located in the left panel. By default, if your form includes an Email Address field, the Key Field Mapping is set to Email Address. You can modify or override this configuration as needed.
- Specify when to process this step.
- Click Save.