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Welcome again to this two-part sequence specializing in creating optimum varieties in Eloqua! In our first publish, we reviewed the way to create varieties inside the Oracle Eloqua platforms. Within the second a part of the sequence, we are going to deal with creating processing steps in your varieties. Processing steps are the brains of your kind. They direct the actions that occur after somebody hits “submit.” Let’s dive in!

Now that you’ve got your kind design accomplished, it’s time to arrange your kind processing steps. These can help you configure what you want to occur after a contact submits a kind (comparable to updating a contact report or customized information object), and what actions to take on account of the submission (for instance, sending the submitter an electronic mail or including them to a marketing campaign).

Listed below are only a few of the commonest examples of kind processing steps:
• Create a brand new contact report OR refresh the information in an present report with new or up to date info
• Redirect the contact to an internet or affirmation web page
• Add the contact to a shared checklist for higher segmentation
• Add the contact to a nurture marketing campaign
• Ship the contact an electronic mail

Let’s get began!

Click on on the Processing button within the high proper nook of the web page; this may take you to the Type Processing web page.

Earlier than you start, take a while to plan what you wish to occur after the contact submits the shape. It is best to have all of the property created previous to organising these steps (like campaigns, shared lists, emails, and many others.)

1. On the backside of the web page on the left facet, click on on the  image to configure your key mapping. Most organizations use the e-mail deal with as the first contact identifier. In case your contact identifier is one other subject, select that from the drop-down.

2. To pick out your processing steps, click on on the + signal on the high of the left navigation. Right here you’ll discover a wide range of steps to select from. Click on and drag or double-click the step you’d prefer to configure, and it’ll populate within the processing steps pane.

*Word: Add the steps within the order that you just really feel they need to be carried out as you can not change the order of the steps as soon as they’ve been added. There are some kind processing steps that have to be carried out earlier than others and Oracle Eloqua will reorder these steps accordingly. To view the order that Oracle Eloqua processes the steps, reload the shape after you’ve accomplished including all of the steps.

Updating Type Knowledge

  • Choose whether or not you’re updating the contact report, account, or customized information object and select one of many following choices:
    • Replace Contacts – With Type Knowledge
    • Replace Account – With Type Knowledge
    • Replace Customized Knowledge Object – With Type Knowledge

  • In the correct pane, configure the step:
    • Normal Settings: sometimes electronic mail deal with is used (as was chosen within the @ part in step 1). In case your contact identifier is one other subject, select that from the drop-down.
    • Area Mapping: confirm that the Supply subject is mapped to the right Goal subject. To vary a mapping, double-click the shape subject within the checklist and replace to the right subject.
    • All Fields Replace Kind: select whenever you wish to replace the sector from the drop-down checklist. If a particular subject must be up to date in another way than the remainder, you’ll be able to double-click the sector and configure the replace sort for that particular subject.
    • This Processing Step Executes: this may default to At all times. This may be set to Conditionally if relevant.
    • Save

Updating Customized Values

  • Choose whether or not you’re updating the contact report, account, or customized information object and select one of many following choices:
    • Replace Contacts – With Customized Values
    • Replace Account – With Customized Values
    • Replace Customized Knowledge Object – With Customized Values
  • In the correct pane, configure the Customized Area Updates:
    • Click on the + signal and select the contact subject to replace and the way you wish to replace it.
      • Click on Add and configure the settings for the replace.

  • This Processing Step Executes: this may default to At all times. This may be set to Conditionally if relevant.
  • Save

Select the Actions

  • We’ll use the Ship Submitter an E mail step for instance. You may additionally add an outline by double-clicking on the step.

*Tip: autoresponders are glorious alternatives to additional interact kind submitters and historically have greater open and click-through charges!

  • Normal Settings: maintain the default settings of At all times ship the identical electronic mail and use the drop-down to decide on the e-mail you want to ship.
  • Enable Resending: this may default to No. You may change this to Sure in case your use case requires this.
  • This Processing Step Executes: permits you to decide if the e-mail must be despatched all the time, by no means, or if it’s conditional, based mostly on if sure situations are met.
    • For conditional steps, click on on the Conditionally icon to open the Circumstances Editor. Right here you’ll be able to click on on the kind of info you wish to consider.
      • Maybe you solely need the e-mail to be despatched to these contacts who reside in a particular state. You may create that situation right here.

*Word: you’ll be able to select a number of situations per step, nonetheless all situations have to be met to run the processing step.

  • Proceed so as to add your processing steps and add situations as wanted.

*Word: If you happen to create a step after which determine to disable or delete that step, you’ll be able to proper click on on the step to make that alternative, or you’ll be able to click on on the double arrow button on the backside subsequent to the @ signal.

Your kind is now full and prepared to be used! Please remember that varieties could be a highly effective supply of details about guests, potential prospects, and present prospects. Subsequently, you will need to give some thought to the design and use of the varieties in your campaigns. By investing a while in designing and utilizing varieties appropriately, you’ll be able to maximize the quantity of knowledge obtained to populate your advertising and marketing database.

I hope this has been useful and that you just take pleasure in creating and utilizing varieties in Oracle Eloqua.
If you happen to might use some help getting began with varieties, or any of the opposite cool options in Oracle Eloqua, Relationship One is all the time right here to assist.

 

 

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