powerhour form integration

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    Eloqua Power Hour:

    FORM INTEGRATION

    2011

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    Copyright 2011. Eloqua Limited.

    All Rights Reserved.

    PERMISSION TO COPY, MODIFY, AND/OR DISTRIBUTE THIS DOCUMENTATION WITHOUT THE PRIOR WRITTENCONSENT OF ELOQUA LIMITED IS STRICTLY PROHIBITED. NO PART OF THIS DOCUMENTATION MAY

    BE REPRODUCED, STORED IN A RETRIEVAL SYSTEM, OR TRANSMITTED IN ANY FORM OR BY ANY MEANS,

    ELECTRONIC, MECHANICAL, PHOTOCOPYING, RECORDING, OR OTHERWISE, WITHOUT THE PRIOR WRITTEN

    PERMISSION OF ELOQUA LIMITED.

    22

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    Introduction

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    Chris Campbell

    Project Manger

    Eloqua CorporationOffice: (703) 584 2835

    [email protected]

    Member of Eloquas Professional Services team since 2010

    Passionate about computer/internet technology and automation

    Based in the San Francisco, CA office

    mailto:[email protected]:[email protected]
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    Agenda

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    What is form integration?Three Types

    Why/when to integrate forms?

    How to integrate forms?

    Example

    Questions?

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    What is form integration?

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    Form integration consists of a form inEloqua that receives data from another

    form or POST method.

    Form hosted on your website Form asset in your Eloqua

    (RE)POST

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    Three Types Eloqua Hosted

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    Eloqua Hosted fully maintained andmanaged by marketing:

    Content form/landing page design/look

    Data handling updating contactsVisitor experience email confirmation,

    confirmation page, etc

    Requirements:

    Microsite configured

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    Three Types Post Directly to Eloqua

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    POST Directly to Eloqua form front end ismanaged by IT/Web team

    Form actions are maintained by marketing

    in Eloqua:Data handling updating contacts

    Visitor experience email confirmation,

    confirmation page, etc

    Not hosted by Eloqua

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    Three Types Repost to Eloqua

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    REPOST to Eloqua form front end & someform actions are managed by IT/Web team:

    Trial key, password generation

    Data handling i.e., account storageSome form actions are maintained by

    marketing in Eloqua:

    Data handling updating contactsVisitor experience email confirmation, etc

    Not hosted by Eloqua

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    What is form integration?

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    Data can be POSTeddirectly to an Eloqua form by the action on an

    existing form referred to as POST

    Data can be REPOSTed

    by adding an additional step to the existing

    form action referred to as REPOST (updated

    code required on form)

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    Why/when to integrate forms?

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    Use cases where a REPOST integration isrecommended:

    Where data needs to be pre- or post-processed

    by a third party system

    Form data processed by multiple systems uponsubmission trial key, password generation, data

    verification

    Login credentials/passwords

    Financial information (credit card number)

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    How to integrate forms?

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    Two methods:Automatic use the Integrate function from

    Forms Overview.

    Manual create the form in the traditional

    method, add fields and be sure to enter the

    HTML name for each field.

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    How to integrate forms? Automatic

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    Prerequisites:Existing web form must have an HTML name

    All fields must have a unique HTML name

    Four steps:Specify the URL where form is located

    Select the form and form fields to be replicated

    Update the existing form to POST to the newlycreated Eloqua form

    Review & Test

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    Example

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    Seeing is believing: walk-through ofintegrating a form

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    Questions?

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