Updating a contact, account, or custom data object with form data

You can update a contact, account, or custom data object record with information from a form. You can specify when to update the information as well. For example, whether to always update the information or update it only if it was previously blank. If the contact, account, or custom data object doesn't already exist, Oracle Eloqua will create a new record.

To update a contact, account, or custom data object with form data:

  1. Open a form or create a new one.
  2. Click Processing.
  3. Add a new processing step:
    • In the classic UI, click The Add icon in the left pane.
    • In the Redwood experience, click Add button.
  4. Choose one of the following steps:
    • In the classic UI:
      • The Contact icon Update Contacts - With Form Data
      • The Contact icon Change Contact's Email Address
      • The Account icon Update Account - With Form Data
      • The Custom Record icon Update Custom Data Object - With Form Data
    • In the Redwood experience:
      • Update Contacts - With Form Data
      • Change Contact's Email Address
      • Update account with form data Update Account - With Form Data
      • Update Custom Data Object - With Form Data
  5. In the right pane, configure the step:
    OptionSteps
    To update a contact or account
    1. Click the field to identify the contact or account in the General Settings drop-down list.

      Note: Typically, email address is used, but you might use the same value as is specified as the Key Field Mapping, which you access by clicking @ in the bottom, left-hand corner of the window, or by using the "Key Field Mapping" button in the Redwood experience at the top of the panel.

    2. In the Field Mapping section, verify that the form's source field is mapped to the applicable Oracle Eloqua field. To change a mapping, double-click the form field in the list. While using the Redwood experience you can select the applicable Eloqua field from the drop-down in the field list, after you have clicked "Edit" to start modifying the step.
    3. Choose when you want to update the field from the All Fields Update Type drop-down list. For example, update the field if it is blank or not blank. Using Set to default will use the default configuration for each field. If a specific field should be updated differently than the rest, you can double-click the field and configure the update type for that specific field. While using the Redwood experience you can change all of the fields using the "All fields update type" drop-down, or change each field individually from the field list. Changes can only be done after you have clicked "Edit" to start modifying the step.
    To update a contact's email address
    1. Click the email address you want to update in the Original Email Address drop-down list.
    2. Click the form field with the new email address from the New Email Address drop-down list.

    Note: When a contact's email address is changed, the history of the Eloqua contact's activities is fully preserved. Because subscription status is tied to email address and not the contact, the email address is subscribed unless that email address was previously unsubscribed.

    To update a custom data object
    1. Click the custom object to update in the Choose a Custom Object drop-down list.
    2. If necessary, click the key field in the Select the Key Field drop-down list.
    3. In the Field Mapping section, double-click the form field and map it to the appropriate field in the custom object.
    4. Choose when you want to update the field from the All Fields Update Type drop-down list. For example, update the field if it is blank or not blank. Using Set to default will use the default configuration for each field. If a specific field should be updated differently than the rest, you can double-click the field and configure the update type for that specific field.

      While using the Redwood experience you can select the applicable Eloqua field from the drop-down in the field list, after you have clicked "Edit" to start modifying the step. You can change all of the fields update type using the "All fields update type" drop-down, or change each field individually from the field list.
  6. Specify when to process this step.
  7. Click Save.