Eloqua User Guide - Creating and Using Forms

ELOQUA USER GUIDE FORMS
VERSION 1.4 OCTOBER 14, 2009
2009 Eloqua Corporation. All rights are reserved. Eloqua, Eloqua Conversion Suite, Eloqua Express, Eloqua Team, Eloqua Enterprise, and Eloqua Hypersites are trademarks or registered trademarks of Eloqua Corporation. Internet Explorer is a registered trademark of Microsoft Corporation. Firefox is a registered trademark of the Mozilla Foundation. Safari is a trademark of Apple Corporation. All other products mentioned are trademarks or registered trademarks of their respective owners.
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2008 Eloqua Corporation
TABLE OF CONTENTS
Conventions Used in This User Guide............................................................... 1 Scope of This Document ..................................................................................... 1 What Are Forms? ................................................................................................. 1
COMMON USES FOR FORMS ....................................................................................................... 1 PARTS OF A FORM ........................................................................................................................ 2 FORMS WORKFLOW ..................................................................................................................... 2 BEST PRACTICES FOR FORMS AND FORM LANDING PAGES ................................................ 2
Accessing Forms ................................................................................................. 3 Managing Forms .................................................................................................. 3

CREATING A NEW FORM .............................................................................................................. 3 EDITING A FORM............................................................................................................................ 8 COPYING A FORM.......................................................................................................................... 9 MOVING A FORM TO A SPECIFIC DIRECTORY .......................................................................... 9 ARCHIVING OR UN-ARCHIVING A FORM .................................................................................. 10 DELETING A FORM ...................................................................................................................... 11
Testing and Checking Forms ............................................................................ 13

TESTING A FORM......................................................................................................................... 13 CHECKING EXTERNAL FORMS (FORM CHECKER) ................................................................. 14 DELETING TEST DATA ................................................................................................................ 16
Managing Form Associations with Marketing Campaigns ............................ 18

ADDING A FORM TO A MARKETING CAMPAIGN ..................................................................... 18 REMOVING A FORM FROM A MARKETING CAMPAIGN .......................................................... 22
Checking Form Dependencies ......................................................................... 23 Working with Form Layouts .............................................................................. 24

LISTING AND PREVIEWING FORM LAYOUTS .......................................................................... 24 CREATING NEW FORM LAYOUTS ............................................................................................. 25
Managing Form Fields ....................................................................................... 25

VIEWING THE CURRENT FORM FIELDS ................................................................................... 25 ADDING FIELDS TO A FORM ...................................................................................................... 26 EDITING EXISTING FIELDS IN A FORM ..................................................................................... 29
Managing Server-Side Form Field Validations ............................................... 29 Managing Form Processing Steps ................................................................... 33
LISTING PROCESSING STEPS ................................................................................................... 33 ADDING A PROCESSING STEP TO A FORM ............................................................................. 34
Viewing Form Data and Dashboards ............................................................... 36

VIEWING FORM DATA ................................................................................................................. 36 VIEWING FORM DASHBOARDS ................................................................................................. 36
Managing Select Lists ....................................................................................... 41 Managing Form Themes .................................................................................... 44
Conventions Used in This User Guide

The following conventions are used in the Eloqua Forms User Guide. Bold text is used to indicate the start of procedures (in the format "To do xyz...:"). Bold text is used to indicate elements or controls found in the user interface. Bold text is used to introduce each Note, Tip and Warning! If you are viewing this document in color, a Warning! also appears using a violet-colored font. Text describing controls is generally included in full in procedures unless it is quite lengthy, in which case only the first word or few words are indicated followed by ellipses (for example: No, send document...). Path names, file names, code samples, and file extensions are rendered using the Courier New font.
Scope of This Document

This document deals specifically with managing Forms, exclusive of Forms Processing Steps or the Form Layout Editor (these are covered in separate documents). This document begins by explaining what Forms are in Eloqua and outlining some of the basic procedures for creating and editing Forms.
What Are Forms?

Forms (or Web Forms) are a way for your customers to provide you with information relevant to your sales and marketing processes. They can fill in information in text fields and/or select it from pre-existing options, then submit their information electronically. For example, Forms can be used to retrieve data for Events and Surveys, gather customer information from Web site traffic (for example, prior to access to posted collaterals such as Case Studies and Whitepapers), or to gather data from responses to marketing emails or direct mail. Forms can be created quickly and easily using the Eloqua Form creation features without any knowledge of HTML. Eloqua Conversion Suite provides a simple graphical interface to create and implement fullfeatured Forms -- whether it is a newsletter registration, an information request, or a signup for a webinar. The finished Form can either be hosted on your Web site or on an Eloqua Hypersite or Microsite, or can be sent directly to prospects in an Email (HTML or eCollateral). COMMON USES FOR FORMS Once a Form has been created, Eloqua Conversion Suite provides the ability to quickly and easily add "processing" functionality, the ability to process the data returned by Form submissions. A broad range of options can be configured using a simple graphical interface, including: Campaign/Newsletter Subscriptions Data Tracking and Analysis Graphical Email Auto Responders Email Notifications to Sales/Marketing CRM Logging Triggering a Timed Follow-up
Eloqua Forms User Guide
Custom Actions PARTS OF A FORM Eloqua gives you a wide variety of options for editing existing Forms, including the following (shown with their respective icons in the Tree View): FieldsAdd regular, Profile, Segment, Matrix, or Contact fields; edit, delete, validate, or set Reporting for fields. Processing StepsAdd, edit, copy, or delete Processing Steps. The Processing Steps perform actions on submitted forms, and are configured to run under any conditions or only when predefined conditions are met. LayoutsAdd, edit, preview, publish, or delete layouts. Also, add HTML code manually. FORMS WORKFLOW The workflow for building and using Forms consists of the following stages: 1. 2. Building a FormA Form consists of the mapped fields and data connections used to facilitate data collection on submission (the data layer). The Form is used to collect information from your customers. Building corresponding Form Layouts A Form Layout consists of the "look and feel" or user interface appearance of the Form (the visual or user layer). A single Form can have many different Layouts (for example, using the same base Form, but with each Layout presenting it in a different language). There is a parent/child relationship between the parent Form and the children (Form Layouts). Note: Detailed information about Form Layout is provided in the Eloqua Form Layout Editor User Guide, available in the Training Portal in the Eloqua application. Setting up Form Validation Rules and Processing StepsWhen a Form is submitted, the Validation Rules are applied to ensure that the data meets predefined criteria. The Processing Steps direct the actions to be taken to act upon the data submitted. For example, a Processing Step may be used to add a Contact to a Contact Group using the data submitted in the Form. Publishing the FormOnce the Form, the Layouts, and the Processing Steps have been set up, the Form can be published for use on a Web site, on a Hypersite or Microsite, or in an Email.
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BEST PRACTICES FOR FORMS AND FORM LANDING PAGES The following are some best practices for setting up and using Forms and Form Landing Pages: Keep it briefThe Form may be the first step in your sales process and a way to gain opt-in from your new contacts. As the prospect moves through the sales process, you may request additional information from subsequent forms to learn more about your contacts. Remember, you must provide a value exchange. Minimize outside distractionsIt is important to minimize any components on your Form Landing Page that can drive users off the page. For example, minimize the usage of sidebars that drive to additional offers. This can be a deterrent to completion of your Form. Do not over-designIt is vital to not only avoid visual distractions, but to project an aura of trust. The fact the respondent is giving personal information up, is an exercise in trust. You can reinforce this by creating a clean and simple looking Form.
About CopyInclude a brief description of why your contacts are completing the Form. Users often scan instructions quickly. If you do need detailed explanatory text, use hyperlink specific questions pointing to small pop-ups. You do not want to have the user navigate away from the Form Landing Page. Avoid asking for passwordsKeep in mind that Eloqua is a marketing database and should not be used as a repository for sensitive personal information about contact like passwords, credit card information, etc. Pre-populateWhen possible, pre-populate form fields for return visitors. This can increase submission results substantially. Use Landing Pages when possiblemany email clients actually disable Forms that are embedded within an email. To mitigate the impact of this, try to use call-to-action hyperlinks within the email to a Form Landing Page hosted by you or on an Eloqua Hypersite or Microsite. Provide a link to your privacy policyThe Form is a critical place to reassure registrants that you respect their privacy. Be sure your privacy policy states that you do not rent, sell or share information with any other parties. Use Auto-RespondersAn auto-responder is an Email that can be sent immediately upon Form submission or timed for later delivery after someone responds to your campaign. Automatically follow up and provide respondents with the offer via email and/or additional information on your company, products or services. This can be done using a Form Processing Step. Make sure that you testOnce you have created your Form Landing Page, ensure that it appears and operates the way that you would expect it to by testing it on multiple browsers (for example: Internet Explorer and Firefox).
Accessing Forms
To access Forms in the Eloqua application: 1. To access the Forms section in the classic Eloqua Express or Eloqua Conversion, from the Eloqua Today (home) page, select Enterprise > SmartForms on the Navigation bar. or To access the Forms section in the newer Eloqua Express, Eloqua Team, or Eloqua Enterprise, from the Eloqua Today (home), select Automate > Forms on the Navigation bar. 2. Click the Forms tab.
Managing Forms
You can create, edit, copy, move, archive, or delete Forms in Eloqua, as well as carrying out a number of other Forms-related tasks. The procedures for carrying out these tasks for Forms are shown in the following procedures. CREATING A NEW FORM You can create new Forms using the Create a New Form page in Eloqua. The page allows you to enter the basic information necessary to create a Form. Then you can add other elements, such as fields and Processing Steps.
To create a Form: 1. 2. Access the Forms area of the application. See Accessing Forms on page 3 for more information. Select Manage Forms > New Form from the Function bar. The Create a New Form page opens.
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Enter the Form Display Name, which is the internal name used only within Eloqua that is also saved in the Tree View to identify the Form. The system will generate an HTML Name of Form (the Form Name without spaces) which you have the option of modifying. Note: that the HTML Name of Form is generally used for advanced customization purposes. In most cases this should be left as-is. Select a Folder in which to place the Form. Select whether you want International Language Support (UTF-8 or Unicode encoding) for the data submitted using the Form. Select this option if the Form will be capturing data in non-Western European or non-North American language (for example, UTF-8 is used for the Simplified Chinese character set). For the option to have a Hosted Form that submits data to Eloqua: > Select Yes if the Form might not be exclusively hosted on Eloquas servers or inserted into an Eloqua email (for example, you are hosting the Form on your own web server but having the submissions posted to Eloqua). Note: If you select Yes you can still host the Form on an Eloqua Hypersite or Microsite, or insert into an Eloqua email, without modifying any settings. Also note that if you are hosting the Form on your own servers, ensure that it contains the required integration code prior to the first time that the Form is submitted. When you save the Form with this option selected, a button appears on the page that lets you access the required integration code. Note: if you change the HTML Name of Form you will be required to regenerate the integration code. > If you select No, then the Form and associated Email can only be hosted by the Eloqua application. Also, the HTML Name of Form field disappears because this name is not required. Note: This method allows any Marketing user to create a Form directly on an Eloqua hosted Landing Page or PURL Page without support from their IT department. Click Create Form. The Form Details page opens to show the details already set in creating the Form, and to give you access to additional options for Form configuration.
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Note: When you edit the Form after clicking Create Form, creation information is displayed at the bottom of the page, including the following: > Last Modified ByProvides information about the Agent, the date and the time for the last modifications made to the Form. This information changes every time the Form is modified and saved. > Created ByProvides information about the Agent, date, and time for the creation of the Form. > Folder PathShows the path to this Form in the Tree View. 9. A summary of the state of your new Form is displayed. This lets you know what steps are remaining to complete the creation of your Form in the Eloqua system:
> There are 0 Fields Defined in This FormShows the number of fields defined. When you create a new Form, you have not yet defined any fields, so this is set to zero. You can add fields by clicking Fields > New Field; or use either the Capture Form Fields tool or the Form Layouts Editor (described later). > There Is 1 Processing Step Defined In This FormThe Confirmation Page Processing Step is created, by default, along with the Form. Click Processing Steps > Add Processing Steps to add one or more Steps. > There are 0 Layouts Defined In This FormNo Form Layouts have yet been defined. Form Layouts are the HTML Front Ends for your Form and can be subsequently published to a Landing Page or inserted into a PURL Page or Eloqua email. Click Layouts > New Standard Layout or New Custom HTML Layout to begin adding Layouts in the Form Layout Editor. Note: You do not need to create any Form Layouts if you are hosting the Form on your own servers. 10. If you selected that this is a Hosted Form that submits data to Eloqua, the Field Definition section is presented. This provides you with a powerful tool for capturing field definitions from any existing Form on the Internet (such as a Form hosted on your own servers) into your Form.
> (a) In order to capture fields from an existing Form, select Yes for Capture Form Fields from ahosted form now, then provide the Form URL of the Form on the Internet (ensure that you precede the URL entered with: http://). Click Capture Form Fields to scan the Web page at the URL. If there is more than one Form on the page at that URL, you will have to select it from a drop-down list. Notes: - You cannot capture fields of forms that are: (a) in a login protected area of a website; (b) created dynamically using a technology such as AJAX; or (c) non-HTML based, such as Flash-based forms. - If you do not want to capture fields right now, see (b) If you do not want to capture Form field details now on page 7.
Click Get Fields to draw the fields information from the Web page. Then, you can use the checkbox next to each field to select one or all fields for insertion into your Form. You can also change each Field Name by entering a new name directly in the text box, but you cannot alter the HTML Names at this point (you will be able to edit the fields once they are saved). Note: You cannot select fields with a warning symbol ( ) next to them. These are generally special form fields such as Password fields or a Submit button.
When you have selected the fields you want to capture for your Form, click Create Fields. When you click this button, the content of the External Form Integration dialog box changes to show the fields you have captured. You can also add generic fields (using Add Field) or Add Contact Fields.
When you are finished, click Close. The number of fields shown for the Form is updated. Note in this example that there are now 5 fields defined in the Form.
(b) If you do not want to capture Form field details now, click No. If you do this you still have several options to define the fields within your Form: (i) define them manually using the Fields > Add Fields interface; (ii) return to the Define Form page at a later time and select to Refresh Form Fields from ahosted form or (iii) Select Yes to Capture Form Fields from ahosted form on the next submission. 11. If you want to Capture Form Fields from ahosted form on the next submission of the Form, select Yes for this option. Note: Ensure that the hosted Form includes the proper integration code before the next Form submission.
If you need to access the integration code, click Integration Details to open a page where you can access the required integration code. Note: These are additional special hidden form fields and actions that your IT department or web form designer will have to add to the form that you are hosting on your servers in order to ensure that they submit correctly to Eloqua.
If you do not want to Capture Form Fields from ahosted form on the next submission of the Form, select No. 12. Select whether you want a Progress Message to be displayed upon Form submission. This is especially useful for Forms for specific uses (such as contest submissions) or complex Forms that take time to submit and process, such as Forms with a lot of Processing Steps. Note: If you select Yes for this setting, use the controls to set up the Progress Message. You can Set to Default to get the standard progress message, Edit to build the message in the WYSIWYG Content Editor, or Edit Source to build the message in HTML code in the HTML Content Editor.
13. Under Performance Settings, select whether you want to allow the Form to expire automatically (Yes) or prevent it from expiring (No). Normally, a Form will expire after four months of not being used to save space in the Eloqua application. You can modify this setting to prevent the Form from expiring. 14. Click Save to save the Form with all of the parameters you have set. EDITING A FORM You can edit a Form either from the Tree View menu or from the Task bar, the latter with the Form open in a different mode.
To edit a Form: 1. 2. 3. Access the Forms part of the Eloqua application. See Accessing Forms on page 3 for more information. Click + next to a folder to expand it and show the Forms inside (if folders are being used). In the Tree View, on the drop-down arrow menu next to a selected Form, click Form Details. The Form Details page opens, showing settings for the Form. Alternately, if you already have the Form open in another mode, select Form > Edit Form Details on the Task bar to access the editing mode. Change any settings or names (see Creating a New Form above for details) and click Save. Note: When you are editing a Form as opposed to creating it, the Field Definition section will Refresh Form Fields rather than Capture them. This function can be used to update field definitions or add new fields from a hosted Form. You can refresh these fields immediately or on the next Form submission.
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COPYING A FORM To copy a Form: 1. From the Tree View, on the drop-down arrow menu next to a selected Form, click Copy Form. or With the Form open for editing (on the Form Details page), from the Task bar, select Form > Copy Form. 2. In the Form Display Name field, the name shown by default is the original name prefixed by "Copy of." You can Save the copy of the Form under this name, or enter a new name in the field and click Save. The Form is saved to the Tree View in the same directory as the original under the new name. Note: When copying a form, the HTML "id" attribute within its constituent Layouts HTML code will not be renamed. This means that copies of Forms that have Layouts that contain custom JavaScript will remain operational without need to update the code with a new id value. MOVING A FORM TO A SPECIFIC DIRECTORY Use this feature to move a Form from its current folder in the Tree View to a different folder. To move the Form to a specific folder: 1. 2. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). On the drop-down arrow menu next to the Form name in the Tree View, click Move to Folder.
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In the Move to Folder dialog box, select the folder you want to move the Form to and click Move to Folder. The Form is moved to the specified directory in the Tree View.
ARCHIVING OR UN-ARCHIVING A FORM You can archive a Form to remove it from active use in the application, but to retain it for possible future use. This function is useful, for example, for an administrator that wants to reduce clutter in the system by taking Forms not currently being used out of active circulation. To archive a Form: 1. 2. 3. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). On the drop-down arrow menu next to a Form in the Tree View, click Archive Form. In the confirmation dialog box that opens, click OK to complete archiving the Form. When the Form is archived, a message box opens to confirm successful archiving. Click OK in the message box.
To unarchive a Form: 1. 2. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). On the drop-down arrow menu next to the root or top folder (Forms) in the All Forms section of the Tree View, select View Archived Forms. The number next to this selection tells you how many Forms are currently archived. All the Archived Forms are displayed in the Task area. You can view the Form Details, Delete the Form, or Un-Archive the Form using the drop-down arrow menu options next to a specific Form. Select Un-Archive Form to remove it from the archives, then click OK in the confirmation dialog box.
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Note: The Form is un-archived in the directory from which it was originally archived. You can use the Move to Folder function if you need to move it to a different directory. DELETING A FORM You can delete a Form that is active (currently available in the Tree View in the application) or delete an inactive Form from the list of archived Forms. If you are not sure whether you will use a Form again later, the best practice is to archive it. To delete an active Form: 1. 2. 3. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). On the drop-down arrow menu next to a Form in the Tree View, select Delete Form. If the Form has dependencies, you must resolve them before the Form can be deleted. The Dependency Check opens showing the dependencies. For each one, you must Edit it so that it is no longer a Form dependency or permanently Delete the dependency. If the Edit and/or Delete buttons are greyed out, you must remove the dependency in the original object. In some cases, you may need an administrator to do this for you.
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If there are no dependencies, or once they are removed, the confirmation dialog box opens to confirm that you want to permanently delete the Form.
Click Cancel if you have decided not to delete the Form. or Click OK to permanently delete the Form. To delete an inactive (archived) Form: 1. 2. 3. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). On the drop-down arrow menu next to the Form (root) folder at the top of the All Items section in the Tree View, select Archived Forms. In the Archived Items list, on the drop-down arrow menu next to a selected archived Form, click Delete Form. Note: Even if the Form has dependencies when active, it will not run a dependency check if you delete it from the archives. 4. The confirmation dialog box opens to confirm that you want to permanently delete the Form.
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Click Cancel if you have decided not to delete the Form. or Click OK to permanently delete the Form.
Testing and Checking Forms

A Form should not be deployed (placed on a Web site or in an Email) until it has been thoroughly tested through sample form submissions. You can also check a Form that you are hosting on your own server against a Form in the Eloqua system to ensure that they are appropriately synchronized and integrated. TESTING A FORM Eloqua includes a function to make Form quick-testing much simpler. Instead of having to publish a Form Layout to a Landing Page, or fully completing an integration with a Form that is hosted on your own servers, you can create test form submissions from within the Eloqua application. This permits you to test the Form Fields and Form Processing Steps that you have set up instantly. To test a Form in Eloqua: 1. With the Form open in Form Details mode, select Form > Test Form from the Task bar.
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Fill in the Form fields shown with test data; make sure in particular that you enter an Email Address. Select a Method for submitting the data (Post or Get, with Post as the default) and click Perform Test. Click the Testing Results tab and check for any errors.
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If there is an associated Form Processing Step, check the Processing Step to see if the expected results have been generated. For example, a Contact may be created using a Save to Contact Table Processing Step, or may be added to a Program using the Add to Step in Program Builder Processing Step.
CHECKING EXTERNAL FORMS (FORM CHECKER) You can check a Form that is external to the Eloqua application (for example: a form that is hosted on your own servers) to ensure that it has the same fields as your current Form, and to make sure that it includes all the necessary code snippets and other elements required to ensure proper integration with and tracking in Eloqua. In many cases, you may want to host a Form using your own server (this is an "External Form"). To do this, however, your Form must have specific code snippets integrated into the code. In the simplest case (as an example only), the following code snippets are integrated into your external Form:
action="http://now.eloqua.com/e/f2.aspx" method "post"

and
<input type="hidden" name="elqFormName" value="External_Form_Alpha_Test> <input type="hidden" name="elqSiteID" value="635">

In addition, the Form must already be set up within Eloqua (specifically its constituent field HTML names and types). However, there may be integration errors regarding the externally-hosted Form, so the Form Checker tool has been developed to validate the external Form quickly and easily. The Form Checker validates that: The proper code snippets have been added to the external Form by the Web master. The Form has been set up properly by Marketing users. You can use the Form Checker to test externally-hosted Forms along a number of dimensions against a selected Form in Eloqua. For example, the Form Checker validates the Form URL, Required Fields, and Field Mappings of an external Form against a Form hosted in Eloqua. To validate an external Form: 1. With the Form open in Form Details mode, select Form > Check External Form from the Task bar.
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On the validation page, enter the URL of external form (including http://) of the Form you want to validate, then click Run Test. Note: You cannot test Forms that are: (a) in a login protected area of a website; (b) created dynamically using a technology such as AJAX; or (c) non-HTML based, such as Flash-based forms. The Form is validated against the current Form to make sure they both have the same fields, and is also checked to ensure that it has all the proper integrated code and properties to allow tracking and correct integration with Eloqua. The results are returned on the same page. In the diagram shown below, the sample errors identified are as follows: The URL for the Non-UTF8 is incorrect in the external Form; also, the Non-UTF8 page encoding is incorrect.
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The elqSiteID entered in the external Form code is incorrect. Specifically, the ID value does not match, so the client-hosted Form cannot be matched to the Eloqua Form.
One of the Form fields in the Eloqua Form is missing from the external (client-hosted) Form. The InstallPurposes field is missing, as identified by the icon type returned (see the legend in the diagram).
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Note: The icons used in the results report and their descriptions are shown in the following table.
Icon Description
URL and Eloqua Required Field Validated against internal Form in Eloqua. Major element is missing from the external Form. Critical element (required for proper functioning) is missing from the external Form. Form Field Mapping The given field was found in the Eloqua-defined Form, but is missing in the Client-defined Form. The given field was found in the Client-defined Form, but is missing in the Eloqua-defined Form.
DELETING TEST DATA If you have submitted test data during a form test, you can select and delete the data, either directly from the form or from the Form Submission Data report. To delete test data from the form: 1. 2. 3. 4. From Eloqua Today, select Automate > Forms. Click the Forms tab. In the Tree View, expand folders as necessary until you can see the Form for which you want to delete data. On the menu next to the Form in the Tree View, click Form Data. The Form Submission Data report for the form opens. Click the checkbox next to any row of data you want to delete. If you want to select all the rows, select Actions > Check All Records.
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Select Actions > Delete Test Form Data. The selected rows of data are permanently deleted.
To delete test data for a form from the Report Console: 1. 2. 3. 4. From Eloqua Today, select Evaluate > Reporting (see number 1 in the diagram below). Click the Report Console tab (2). In the search field near the top of the page, enter the words "form submission" and click Search (3). Scroll down to find the Form Submission Data report (4) in the Tree View. On the menu next to this report, click View Report. Select a Form (click the button, find and select a form and click OK) and a Time Frame, then click the View Report button. Click the checkbox next to any row of data you want to delete (5). If you want to select all the rows, select Actions > Check All Records (6).
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Select Actions > Delete Test Form Data (6). The selected rows of data are permanently deleted.
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Managing Form Associations with Marketing Campaigns

Forms are one type of Marketing Asset that you can use within a Marketing Campaign. This allows you to organize, manage and view all the Assets (such as Email Brochures, Forms, PrintMail pieces, Events and Surveys, Hypersites, Fax messages, and Call OnDemand Call Scripts) in one place, as well as compiling delivery and response metrics to gauge the success of the Campaign. ADDING A FORM TO A MARKETING CAMPAIGN There are two ways in which you can add a Form to a Marketing Campaign: 1. From the Campaign section of the Eloqua applicationThe Form can be added as a Marketing Asset from the Campaign section. For more information, see the Eloqua Campaigns User Guide in the Training Portal. From the Form when it is open for editingThe procedure for adding a Form to a Campaign from the Forms section of the application is outlined below.
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To add a Form to a Campaign from the Form: 1. 2. 3. 4. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). Click + next to a folder to expand it and show the Forms inside (if folders are being used). In the Tree View, on the drop-down arrow menu next to a selected Form, click Form Details. The Form Details page opens, showing settings for the Form. From the Form menu on the Task bar (at the top of the Form Details page), select Marketing Campaigns. The Marketing Campaigns dialog box opens and shows any existing association between the current Form and any Marketing Campaigns.
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To add an additional Campaign association with the Form, click Add to Campaign. The Campaign Search dialog box opens.
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Do one of the following to find one or more Campaigns to which you can add the Form as a Marketing Asset: > Click View AllTo see all of the available Campaigns. You can scroll through these using the forward and back buttons, selecting the checkbox to each one to which you want to add the Form. Click the checkbox at the top of the column if you want to select all Campaigns on that page. Note: The Campaign(s) you select appear(s) in the window at the top right-hand corner of the Search dialog box.
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> Click View RecentOnly recently-viewed Campaigns are shown. Select the one(s) you want by selecting checkboxes. > SearchSelect Campaign Name or Start Date from the fields at the top left-hand corner of the Search dialog box, then fill in a search value. Click the Search button to return Campaigns matching your search parameters, then select one or more.
> Create a New CampaignClick the New Campaign button. Fill in a Name, select the levels in an existing hierarchy (Five, Four, Three, and Two; if you dont select all levels, then the Campaign will go to the Unassigned Campaigns folder in the Campaigns section of the Eloqua application), and fill in other fields as required (you must fill in or select values for required fields such as the Start Date and End Date).
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When you are done, click Save and Close. The new Campaign is shown as a Selected Campaign in the Search dialog box.
> Combine several of these techniques to add the Form to more than one Campaign. 7. When you have finished selecting one or more Campaigns, click OK in the Campaign Search dialog box. The dialog box closes and the Link Form to Campaign dialog box opens. In this dialog box, you must select whether the Form will be used in a single Campaign (select Yes) or shared between multiple Campaigns (select No; requires use of an External CRM Campaign ID field to contain a unique identifier value for the Form). If you select No, you must also select the field that contains the Campaign ID value. Click Save and Close when you have set this up, then OK again in the message box that appears.
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Any Campaigns you added are now shown in the Marketing Campaigns dialog box as using the Form. When you have verified this information, close this dialog box.
Note: If you try to add the Form to a second or subsequent Campaign, you will see the following message, warning you that the Form metrics will accrue to all associated Campaigns.
As a best practice, it is better to make copies of the Form for each additional Campaign to which you add it to keep the metrics separate for each Campaign. REMOVING A FORM FROM A MARKETING CAMPAIGN As with adding a Form, you can remove a Form from a Marketing Campaign in one of two ways: 1. 2. Remove the Form as a Marketing Asset from the Campaign. See the Eloqua Campaign User Guide in the Training Portal for more information about this option. Remove the Form from the Marketing Campaign from the FormThis option is described in the following procedure.
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To remove a Form from a Marketing Campaign: 1. 2. 3. 4. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). Click + next to a folder to expand it and show the Forms inside (if folders are being used). In the Tree View, on the drop-down arrow menu next to a selected Form, click Form Details. The Form Details page opens, showing settings for the Form. From the Form menu on the Task bar (at the top of the Form Details page), select Marketing Campaigns. The Marketing Campaigns dialog box opens and shows existing associations between the current Form and any Marketing Campaigns.
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Click the Remove button next to any Campaign from which you want to remove the Form. Click OK in the confirmation dialog box that opens to delete the Campaign association for the Form, then OK again in the message box that opens. Repeat as required with any of the other Campaigns listed to remove the association with the current Form.
Checking Form Dependencies

You can check the other objects in Eloqua that have dependencies on a Form (for example, before deleting it). To check Form dependencies: 1. 2. With the Form open for editing (on the Form Details page), from the Task bar, select Form > Check Dependency. In the Dependency Check dialog box, all of the Dependencies on the Form (other objects in Eloqua that are using the Form such as Campaign Marketing Components, Published Forms, or PURL Form Field Mappings) are listed. You can delete the dependent object by clicking the Delete button or Edit the dependencies so that you can reassign them to different Forms.
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Notes: > If the Edit and/or Delete buttons are greyed out, you cannot carry out that function from the Dependency Check and should do it by editing in the original object listed. > If you successfully Delete a dependency object, it is permanently deleted from the Eloqua system. > If you are trying to delete a Form, you must reassign (Edit) or Delete all dependencies first.
Working with Form Layouts

Whereas Forms act as parent objects and provide the structure and data layer, Form Layouts act as children to the Form and provide the visual presentation layer of the Form. LISTING AND PREVIEWING FORM LAYOUTS Because a Form (the data layer) can have one or more Form Layouts (the user or visual layer), you can view one or more Form Layouts to see how the Form will appear. Note: For detailed information about working with Form Layouts, see the Eloqua Form Layout Editor User Guide in the Training Portal (in the Eloqua application, click Training > Video & Documents). To preview a Form by viewing a Form Layout: 1. 2. With the Form open for editing (on the Form Details page), from the Task bar, select Layouts > List Layouts. In the Form Layouts section of the page, on the drop-down arrow menu next to your Layout Name, select Preview Layout. The Form Layout is shown in the Form Layout Editor in a separate window that opens. When you have finished reviewing the Form Layout, save any changes (Save Draft) and publish the Form Layout as required (Publish to Landing Page), then close the Form Layout Editor.
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CREATING NEW FORM LAYOUTS You can create a Form Layout either using the Form Layout Editor (New Standard Layout on the Layouts menu) or in HTML code (New Custom HTML Layout). The processes for creating Layouts are fully described in the document Eloqua Form Layout Editor User Guide, available in the Training Portal (in the Eloqua application, click Training > Video & Documents).
Managing Form Fields

Form Fields are used to retrieve information from the visitor, either from the information entered in the Form or automatically via a specified Data Entity record (i.e. a Profile or Segment Field). Note: Before you can add Processing Steps to a Form, you must add fields for the Steps to operate upon. If you do not add fields, you will simply receive an error message when you try to add Processing Steps. VIEWING THE CURRENT FORM FIELDS To view the current Form fields: 1. 2. 3. 4. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). Click + next to a folder to expand it and show the Forms inside (if folders are being used). In the Tree View, on the drop-down arrow menu next to a selected Form, click Form Details. The Form Details page opens, showing settings for the Form. On the Fields menu, select List Fields. The current fields for the Form are displayed.
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ADDING FIELDS TO A FORM Fields can be added to a Form in several ways: Manually (as described below); Through Form Field Capture or Refresh on the Form Details page (if the form is not hosted by Eloqua); Through the Standard Form Layout Editor. Note: Profile Fields and Segment Fields can only be added to a Form manually. To manually add fields to a Form: 1. 2. 3. 4. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). Click + next to a folder to expand it and show the Forms inside (if folders are being used). In the Tree View, on the drop-down arrow menu next to a selected Form, click Form Details. The Form Details page opens, showing settings for the Form. On the Fields menu, select one of the following options: > New FieldClick to add a generic field to the Form. Set the Display Name (this is copied without spaces as the HTML Name). Select a Data Type (to enter Text, Numeric, or Date information in the field) and a Field Type (Textbox, up to 100 characters; TextArea, up to 2,000 characters; Single Select List, to make a single selection from a picklist; Multi Select List, to make multiple selections; Radio, to select one option from several; Checklist, to select or deselect an option; or Hidden to attach the field to the Form, but hide it from view). You can select which existing field you want the new field to Display After, enter a Default Value for the field, Preload Values from a selected existing Email Field in the Eloqua system, and use a Display Map to map a non-intuitive field value (such as a Product ID number) to a more understandable value (such as a Product Name and Model). Click Save and Close when you have set your parameters, or Save and New to add additional fields.
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> New Profile FieldYou can add an existing Profile Field to attach more information about the customer to the Form. For example, Profile Fields may provide information about the customer's browser type, Web site visitor activity, location (from IP or DNS information), search terms used, time zone, referring URL query string, etc. Fill in the Display Name and select a Data Type. Select an existing Profile Field or select and Edit a field. If required, Map the field value to one that is easier to understand (for example, match an Account Type ID Number to a Club Membership). Click Save and Close when you are done, or Save and New to add additional Profile Fields.
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> New Segment FieldYou can add an existing or new Segment Field to attach information about which specific market segments the customer belongs. For example, the customer may have visited designated high-value content on the Web site or may be a return visitor. Fill in the Display Name and select a Data Type. Select an existing Segment Field, select and Edit a field, or create a New Field. Enter the Values to be returned if the customer is in Segment or not in Segment. If required, Map the field value to one that is easier to understand (for example, map a Product ID Number to a Product Name). Click Save and Close when you are done, or Save and New to add additional Segment Fields.
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> New Contact FieldYou can add existing fields from the Contact table by this method. Select the required fields in the Available Fields window (Ctrl + click for multiple selections) then move them to the Selected Fields window using the right-facing arrow (>). Click Save and Close to save your selections and close the dialog box. Note: Adding Contact Fields does not make a mapping to a particular field in a Contact Record (this is done through the creation of Form Processing Steps). It is simply a tool to ensure that your Form Fields have the same names as the fields in your Contact Record.
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When you click Save and Close in the relevant Field dialog box, the field is added to the list of Form Fields when the dialog box closes.
EDITING EXISTING FIELDS IN A FORM You can change existing Form fields from the list of fields. To edit existing Form fields: 1. 2. 3. 4. With the Form open for editing, select Fields > List Fields from the Task bar. On the drop-down arrow menu next to a selected Field Name, click Edit Field. Make your changes in the Edit Field dialog box. Save your changes and close the dialog box (click Save and Close). Note: You can change a short field to an Extended Field (up to 2,000 characters) for Textbox, TextArea, or Hidden fields, but once you save this change, you cannot change back to a normal-length field.
Managing Server-Side Form Field Validations

You can create and manage field validations so that data submitted in a Form has to meet specified criteria. This will prevent data that falls outside the specifications from being submitted to the Eloqua database. Eloqua supports two type of Form field Validation Rules: Client-Side Validations; and Server-Side Validations.
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Client-Side Validations are defined on a per Form Layout basis through the Standard Form Layout Editor or by adding custom JavaScript to a Custom HTML Form Layout. Server-Side Form field Validation Rules are defined on a per Form basis and are applied to all submissions (including all Form Layouts) using the current Form. Note: Once you define a set of Server-Side Form field Validation Rules you can have the system generate a block of JavaScript code that can be subsequently inserted into Custom HTML Form Layouts for identical Client-Side Validation. This is done by clicking on Generate JavaScript. To apply Server-Side Validations to selected fields: 1. With the Form open for editing, select Forms > Edit Server Validation from the Task bar.
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In the Server-Side Validation Rule Details section of the page, select whether there is Server-side Validation Enabled for this Form. You can still set up the Validation Rules and enable this later, if required. Select an existing Error Page that Form submitters will see if validation is enabled and their Form submission does not comply with the Validation Rules criteria. You can also select and Edit an existing Error Page or Add a new page. You can Create a New Server-Side Validation Rule for any existing field in the Form. All the Form fields are displayed in the Create New Server-Side Validation Rule drop-down list. Select the field you want to create a Validation Rule for, then click New. The New Field Validation dialog box opens.
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The Field Name is shown at the top of the dialog box. Select a Validation Type from the drop-down list from the following options: > Field value requiredA value must be provided for this field on submission. This is to prevent blank fields from being submitted. > Field value in Data SetThe value in the field must match a value in a specified Data Set. For example, the two-letter code for a State must match the proper code for one of the fifty states. > Valid Email AddressUsed with an Email Address field to ensure that the entry is in the proper format (*@*.*). > TextEnsure that the entry is in Text format; for example, for a Product Name. > NumericEnsure that the entry is in Numeric format; for example, for a Product ID number. 5. Set up the user-viewed and server-side Error Messages on Failure. A default Server Message is provided. You can modify it by changing the default message or entering a new message. If you want to insert a Custom Field, place the cursor in the text, select the type of field you want to insert using the drop-down list, then click Insert Custom Field. The options for the type of Custom Field you can insert include: > Field Value SubmittedShows the value that the submitter entered in the specified field before Form submission. > Field Value AcceptedSpecifies the value(s) that would be accepted in accordance with the Validation Rule. > Field HTML NameProvides the HTML Name of the field as used in the Eloqua system. > Field Display NameShows the Display Name of the field as shown in the Form.
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For the JavaScript Message (applicable only if you Generate JavaScript and insert the code into a Custom HTML Layout), enter the message you want viewed upon validation failure. If you want to prepopulate the message with the current field name, use the format [%field%] to enter it (for example, Form field [%field%] is invalid.). 6. Set up Form Field Validation Parameters. These vary depending on which Validation Type you selected. The Validation Types and associated Parameter Names are shown in the following table:
Validation Type Field value required Parameter Name Set to this Default Value If Empty Description Provide a value to be submitted if this Form field is empty on submission. Field value in data set Set to this Default Value If Not in Set Data Value Set to Verify Provide a value to be submitted if this Form field is empty on submission. Indicate the Data Value Set in which the submitted value must exist (for example, a Country list where you provide shipping or service coverage). If you have selected the Source as Constant, then you can select an existing Data Value Set from the drop-down list. You can also select and Edit an existing Set or create a New Set. Valid Email Address Text No parameters defined Set to this Default Value If Empty N/A Provide a value to be submitted if this Form field is empty on submission. Minimum (length) The minimum length, in characters, of the text string entered in the field. Maximum (length) The maximum length, in characters, of the text string entered in the field. Numeric Set to this Default Value If Empty Provide a value to be submitted if this Form field is empty on submission. Minimum (length) The minimum length, in characters, of the number entered in the field. Maximum (length) The maximum length, in characters, of the number entered in the field.
Note: You can choose to select or deselect Enabled (or active for Form submissions) for each parameter, and you can set the Source of the Parameter Value as being a Constant that you enter or the value found in a specified Form Field. 7. 8. Once you have set all the parameters of your validation, click Save and Close. The new validation appears in the Field Validations page for your selected field. Repeat for additional Form field validations as required.
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To edit an existing field validation: On the Field Validations page, on the drop-down arrow menu next to a selected validation, click Edit Validation. Make changes as required and click Save and Close. To delete an existing field validation: On the Field Validations page, on the drop-down arrow menu next to a selected validation, click Delete Validation. In the confirmation dialog box that opens, if you are sure you want to delete the validation, click OK. The validation is permanently deleted.
Managing Form Processing Steps

Processing Steps are found in Eloqua Forms and Eloqua Data Card Services. Specific parameters and conditions can be set for a Processing Step and it will perform specific actions based on collected data (e.g. Form submission). The Step processes the Form information in a specific way that you set up. You can choose from a wide variety of Processing Steps to carry out various functions, including the following: Adding Contact information to a Contact Group or to a step in a Program Builder automated Program. Managing Prospects and Contacts through their submitted information. Managing Campaign and Site subscribes and unsubscribes. Managing Event registration (create, update, cancel) and the submission of Survey information. Managing redirect URLs and Hypersites related to Form and Survey submissions. Sending response and notification emails on Form or Survey submissions. Changing Contact email information. Managing Refer A Friend (RAF) functions used with Forms and Surveys that are forwarded to third parties. Associating submissions with a designated Marketing Campaign. Applying Lead Stage Rules to submissions. You can add a Processing Step to a Form to carry out some of the most common automated functions associated with Form submission, such as adding a Contact to a Contact Group or a Prospect to a Prospect Group, subscribing or unsubscribing the submitter from a Campaign or the entire site, updating Event Registration, etc. Note: Information about listing and adding Processing Steps is shown in the following procedure. To view more detailed information about setting up Form Processing Steps, see the Processing Steps topics in the online Help (Forms > Processing Steps). LISTING PROCESSING STEPS You can list the Processing Steps currently associated with the Form by selecting Processing Steps > List Processing Steps from the Task bar. A list of the Form Processing Steps is displayed.
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ADDING A PROCESSING STEP TO A FORM The following procedure shows you how to add a Processing Step to a Form. To add a Processing Step to a Form: 1. 2. 3. 4. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). Expand the folders in the Tree View until you find a specific Form. Select Form Details on the Form's drop-down arrow menu in the Tree View. On the Form Details page, select Add Processing Step from the Processing Steps menu on the Task bar. or Click the New Processing Step button at the bottom of the page.
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5. > > > >
When you make this selection, the Add Processing Step dialog box opens. You can do one of the following: Add Processing Step GroupTo add a number of predefined Processing Steps at once. The options are as follows: Campaign SignupAdds the Subscribe to Campaign and Send Email Processing Steps to subscribe submitters to your campaign and sends each Form submitter a confirmation email on submission. User FormAdds no Processing Step. User Form data is accepted as submitted. Help Request FormAdds the Send Email and Help Request Processing Steps to send a confirmation for the help request and generate an internal help request. The Help Request Processing Step becomes the last Step, replacing the default Confirmation Page Step. or
> Add Single Processing StepSelect the Step from the drop-down list and (if required) enter a Description for what the Processing Step does with the information in the Form. Note: When you select the Processing Step, a description of the Step is shown to the right side of the drop-down list. 6. Once you have set the Processing Step(s), click Add. If you selected a Step Group, then the configured Processing Steps are added when you click Add (and this procedure is finished for you). However, if you selected a Single Processing Step, the Edit Processing Step... page opens when you click Add to allow you to configure the Step. If you selected a Single Processing Step, then configure the Step in the Edit... dialog box. The exact settings depend on which Processing Step you have selected. For example, the parameters in the following diagram are shown when you select Add to Contact Group. Typical parameters may include setting an Email Address from a Form Field or as a Constant, and selecting a Contact Group to use, a Brochure to send, etc. (depending on the Processing Step selected). More details on the parameters are included in the online Help topics for specific Processing Steps. 8. One parameter section in the Edit Processing Step dialog box is the same for all of the Processing Steps: This Processing Step Gets Executed. This section gives you four options to set the conditions or criteria governing when the Processing Step is executed: > AlwaysExecutes the Processing Step every time without imposing any conditions. If you select this ). option, an active icon is shown for this Processing Step (for example, for Forms: > Only if the following Condition is metAllows you to specify conditions based on selected field values. You can click Search Builder to construct more complex search strings, including single character (?) and multiple-character (*) wildcards. If selected, the conditional icon is displayed (for ). example, for Forms: > When the following Data Lookup criteria [Is/Is Not] metAllows you to specify execution only when selected Data Lookup criteria are or are not met. You can also select and Edit existing criteria or create New criteria. Once you have selected a Data Lookup criteria, you must Map Form Fields to make sure that proper data validation can occur. If selected, the conditional icon is displayed (for example, for ). Forms: > NeverUsed when you want to disable (but not delete) the Processing Step. The disabled version of ) is shown in the Processing Step table. the icon (for example, for Forms:
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When you have made all of your selections, click Save to save the Processing Step to the Form and enable the Step. It is shown in the list of Form Processing Steps for that Form with the Status as Active.
Viewing Form Data and Dashboards

You can view data submitted using the Form and the metrics Dashboards for the Form and for overall Forms activity. VIEWING FORM DATA You can view the data retrieved from Form submissions, as well as the submission data and time stamp, using the Form Data function. To view Form data: 1. 2. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). On the drop-down menu next to the Form in the Tree View, click Form Data. A table of Form Submission Data is generated and displayed in the Task area. Note that the first column (Date Submitted) shows the date and time stamp for when that row of Form data was submitted. You can change the Time Span and click the clock button ( ) to get information regarding Form submissions for a different period of time. You can also delete specific rows of submitted information by clicking Delete Test Form Data from the drop-down arrow menu next to a record in the submissions.
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VIEWING FORM DASHBOARDS There are a number of different Form Dashboards that you can view to see metrics related to Forms overall as well as to specific Conditions, Segments, and Forms. For more information about the Dashboards, either for specific Forms or for overall Forms activity, refer to the Eloqua Reports for Standard Dashboards Reference Guide. The procedures below provide only general information about accessing Dashboards for Forms. To see the Form Overview Dashboard: 1. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information).
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On the Function bar, select Dashboards > Form Overview Dashboard. The overview of all Forms metrics for the past 30 days opens in the Task area, showing a number of different Reports for the major Forms metrics. You can carry out additional operations using a specific Report in the Dashboard from the Actions menu.
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Note: Not all options are available (some will be greyed out) depending on the nature of and the permissions associated with a specific Report. > RefreshUpdate the information used in the Report. > Pop-out ReportView the Report in a separate modular window. You can resize the window to better view the details in the Report. > EditChange details in the Report. This will not be available unless you have ownership rights over the Report. > PrintSend the Report to a local or network printer to produce a hard copy. > View Tabular ReportAvailable for graphical Reports to show the data in a table. > Export to CSV, Export to Excel, Export to Word, Export as Email MessageExport the Report in various formats. If you select Export as Email Message, a link to the Report can be sent to a specified user in the Eloqua application. > Copy to My DashboardsAdd to the My Dashboards section in the Tree View on the Eloqua Today (home) page in the application. > RemoveDelete the Report from the Dashboard. This will not be available unless you have ownership rights for the Report. 4. Additional functions for managing the Dashboard are shown on the bottom toolbar. > Email Link to DashboardAllows you to set up an email containing a link to the Dashboard to a user of the Eloqua application. You must select a user from the drop-down list (Email this Dashboard to),
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enter Custom Subject text and a Custom Message (if required), and click Send. Then click OK in the successful send message that opens.
> Copy to My DashboardsClick this to copy the current Dashboard to the My Dashboards list in the Tree View on the Eloqua Today (home) page in the application. Provide a Dashboard Name and (if required) a Description, then click Save and Close. Click OK in the message that appears to indicate that the Dashboard has been successfully added to the list. The Dashboard appears in your My Dashboards list under the Name provided.
> RefreshClick the button to regenerate the Dashboard using the most current data. 5. You can also view two other Reports from this page by accessing them from the Additional Reports menu on the Task bar. > Submission Breakdown by ConditionYou can view a Report of the submitted Form data records that meet a particular Condition (for example, Contacts who have visited the Web site more than 10 times in the past year). Select an existing Condition from the drop-down list, then select whether you want the records that are In or Not In that Condition. Finally, select the Time Span, then click View Report.
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The Report of results is generated and displayed. > Submission Breakdown by SegmentYou can view a Report of the submitted Form data records that are within a specified Segment (for example, return visitors who have visited the Web site more than once in the past 3 months). Select an existing Segment from the drop-down list, then select whether you want the records that are In or Not In that Segment. Finally, select the Time Span, then click View Report.
To view the Dashboard for a specific Form: 1. 2. 3. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). In the Tree View, on the drop-down arrow menu next to the Form, click Form Dashboard. The Dashboard for the last 30 days opens in the Task area. You can carry out additional operations using a specific Report in the Dashboard from the Actions menu. Note: Not all options are available (some will be greyed out) depending on the nature of and the permissions associated with a specific Report. > RefreshUpdate the information used in the Report. > Pop-out ReportView the Report in a separate modular window. You can resize the window to better view the details in the Report. > EditChange details in the Report. This will not be available unless you have ownership rights over the Report. > PrintSend the Report to a local or network printer to produce a hard copy. > View Tabular ReportAvailable for graphical Reports to show the data in a table.
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> Export to CSV, Export to Excel, Export to Word, Export as Email MessageExport the Report in various formats. If you select Export as Email Message, a link to the Report can be sent to a specified user in the Eloqua application. > Copy to My DashboardsAdd to the My Dashboards section in the Tree View on the Eloqua Today (home) page in the application. > RemoveDelete the Report from the Dashboard. This will not be available unless you have ownership rights for the Report. 4. Additional functions for managing the Dashboard are shown on the bottom toolbar. > Email Link to DashboardAllows you to set up an email containing a link to the Dashboard to a user of the Eloqua application. You must select a user from the drop-down list (Email this Dashboard to), enter Custom Subject text and a Custom Message (if required), and click Send. Then click OK in the successful send message that opens. > Copy to My DashboardsClick this to copy the current Dashboard to the My Dashboards list in the Tree View on the Eloqua Today (home) page in the application. Provide a Dashboard Name and (if required) a Description, then click Save and Close. Click OK in the message that appears to indicate that the Dashboard has been successfully added to the list. The Dashboard appears in your My Dashboards list under the Name provided. > RefreshClick the button to regenerate the Dashboard using the most current data. You can also view several other Reports from this page by accessing them from the Additional Reports menu on the Task bar. > Form SubmissionsShows when Form submissions occurred, including the date and time. Note that the times are rounded to the previous hour and refer to the ET time zone (GMT -5). > Form Submission DataShows the data records generated by submissions on this Form. > Form FieldsShows a list of the fields used in the Form, including hidden fields. You can click on any of the Form Fields to see a list of all the values submitted in that field.
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> Form Submission VisitorsProvides access to different views of information and activities for visitors to the Web site who have submitted this Form. > Form Field PercentagesSelect a Form Field and click Select to see the different values, by percentage of total submissions, that have been submitted using the specified Form and field.
You can click on one of the submitted values to see a further breakdown of the specific records using that value.
Managing Select Lists

Select List are the lists of value choices used in drop-down lists within Forms. You can edit, copy, export, or delete existing Lists, or create a new List. To edit your Select Lists: 1. 2. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). From the Manage Forms menu on the Function bar, select Manage Select Lists. A list of all the Select List Value Choices opens in the Task area.
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On the drop-down menu next to a Select List, click Edit Select List. The Select List Value Choices dialog box opens.
In the Select List Value Choices dialog box, you have the following options: > Add an value choice to the existing ListEnter an Option Value and Display Name. If you want to add the new value choice after an existing option in the list, select Add After and choose the existing option from the drop-down list. Click Add. The new value is added to the list in the Full Editor. > Edit an existing value choice in the ListOn the drop-down arrow menu next to the option in the Full Editor, click Edit Option. You can change the Option Value, the Display Name in the List, and the placement in the list (Place option after), then click Save and Close. > Delete an existing value choice from the ListOn the drop-down arrow menu next to the option in the Full Editor, click Delete Option. Warning! The option will be immediately and permanently deleted without confirmation. > Adding a common Select ListThere are common Select Lists set up in your system that you can add to your Select List. For example, there is a list to provide country names as these are often used in Forms. To add a common Select List, click Select List > Add Common Select List on the Task bar;
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select the Standard List from the drop-down (you can click View to make sure it is the right list), then select the placement (Add After) if required. Click Add. The common Select List is added to your List. > Uploading Select List valuesClick Select List > Add Common Select List. In the eight-step Select List Upload wizard, enter a Name for the List, enter a Description (if required), and select a Source of Data (the most common are Excel or CSV files or Delimited files (tab, pipe, or semi-colon)). Click Next and Browse to a data source File. Click through to step 4 and set the Field Mappings manually or click Auto-Map Fields. Click through and select in step 6 whether you want to Delete Existing Values in your Select List. In step 7, you can review the summary information for the upload and enter an Email address for notification on successful completion. Click Finish to complete the wizard and upload the Select List values to the existing Select List. Close the wizard. After the values are uploaded to the Eloqua application, they appear in the Full Editor. > Copy values from another Select ListClick Select List > Copy Values from Another List. Choose the Select List from which you want to copy values and click Select. The values are added to the List in the Full Editor. > Export valuesClick Select List > Export Select List to CSV to export the entire list as shown in the Full Editor to a CSV file. In the File Download dialog box, you can Open the CSV, then edit and save in the assigned editing program, or Save directly to a local or network directory. 4. When you have finished with your edits, click Save and Close to save your work and close the Select List Value Choices dialog box.
To copy a Select List: 1. 2. 3. 4. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). From the Manage Forms menu on the Function bar, select Manage Select Lists. A list of all the Select List Value Choices opens in the Task area. On the drop-down menu next to a Select List, click Copy Select List. Enter a new Select List Name and click Save and Close. The copied list under the new name is added to the roster of Select Lists.
To export a Select List as an XML file: 1. 2. 3. 4. 5. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). From the Manage Forms menu on the Function bar, select Manage Select Lists. A list of all the Select List Value Choices opens in the Task area. On the drop-down menu next to a Select List, click Export Select List. The Export Items page opens. If there are dependencies, you must set an option (Copy, Dont Copy, or Framework) for each from the associated drop-down list. Once this is done, or if there are no dependencies, click Export. In the File Download dialog box, click Save, navigate to a local or network directory in the Save As dialog box, change the XML file name (if required), and click Save again to save the exported file to a selected folder.
To delete a Select List: 1. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information).
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From the Manage Forms menu on the Function bar, select Manage Select Lists. A list of all the Select List Value Choices opens in the Task area. On the drop-down menu next to a Select List, click Delete Select List. In the confirmation dialog box, click Cancel if you have decided not to permanently delete the Select List (Option Set). or Click OK to permanently delete the Select List.
Managing Form Themes

You can manage Themes either from a specific Form Layout or by themselves. This section describes the latter method of managing Themes. To create a new Theme: 1. 2. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). From the Manage Forms menu on the Function bar, select Manage Form Themes. The Form Layout Theme Search page opens.
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Click New Form Layout Theme. Enter the Theme Display Name and select, select and Edit, or Add a new Theme Style (consisting of the style definitions for the overall Layout, Fields, Submit buttons, Headers and Sub-Headers, body areas, and checkboxes/matrices).
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Select the Top, Bottom, Left and Right Content Sections and the Width or Height of each Section. When you have finished your edits, click Save and Close.
To edit a Theme: 1. 2. 3. 4. Access the Forms section of the Eloqua application (see Accessing Forms on page 6 for more information). From the Manage Forms menu on the Function bar, select Manage Form Themes. The Form Layout Theme Search page opens. You can search for a specific, existing Theme by setting the search parameter from the drop-down list (Theme Name, Theme Style Name, Owner, or Date), entering the search term, and clicking Search. On the drop-down arrow menu next to a specific Theme, click Edit Theme. You can change the Theme Display Name, and you can select, select and Edit, or Add a new Theme Style (consisting of the style definitions for the overall Layout, Fields, Submit buttons, Headers and Sub-Headers, body areas, and checkboxes/matrices). Select the Top, Bottom, Left and Right Content Sections and the Width or Height of each Section. When you have finished your edits, click Save and Close.
5. 6.
To delete a Theme: 1. 2. 3. Access the Forms section of the Eloqua application (see Accessing Forms on page 3 for more information). From the Manage Forms menu on the Function bar, select Manage Form Themes. The Form Layout Theme Search page opens. You can search for a specific, existing Theme by setting the search parameter from the drop-down list (Theme Name, Theme Style Name, Owner, or Date), entering the search term, and clicking Search.
45
4.
On the drop-down arrow menu next to a specific Theme, click Delete Theme. Warning! The Theme is instantly and permanently deleted without a dependency check or confirmation. Note: Any changes made to a Theme will be instantly propagated to any Form Layout that is using that Theme.
46

Eloqua User Guide - Creating and Using Forms

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ELOQUA USER GUIDE FORMS

VERSION 1.4 OCTOBER 14, 2009

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Accessing Forms ................................................................................................. 3 Managing Forms .................................................................................................. 3

Testing and Checking Forms ............................................................................ 13

Managing Form Associations with Marketing Campaigns ............................ 18

Checking Form Dependencies ......................................................................... 23 Working with Form Layouts .............................................................................. 24

Managing Form Fields ....................................................................................... 25

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Viewing Form Data and Dashboards ............................................................... 36

Managing Select Lists ....................................................................................... 41 Managing Form Themes .................................................................................... 44

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Conventions Used in This User Guide

Scope of This Document

What Are Forms?

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

866 327 8764 www.eloqua.com

2008 Eloqua Corporation

Eloqua Forms User Guide

Testing and Checking Forms

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2008 Eloqua Corporation

Eloqua Forms User Guide

action="http://now.eloqua.com/e/f2.aspx" method "post"

<input type="hidden" name="elqFormName" value="External_Form_Alpha_Test> <input type="hidden" name="elqSiteID" value="635">

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2008 Eloqua Corporation

Eloqua Forms User Guide