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 WRITTEN CONSENT 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.

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Introduction
Chris Campbell Project Manger Eloqua Corporation
Office: (703) 584 2835 christopher.campbell@eloqua.com

Member of Eloquas Professional Services team since 2010 Passionate about computer/internet technology and automation Based in the San Francisco, CA office

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Agenda
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?

Form integration consists of a form in Eloqua that receives data from another form or POST method.

(RE)POST

Form hosted on your website

Form asset in your Eloqua

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Three Types Eloqua Hosted

Eloqua Hosted fully maintained and managed by marketing:
Content form/landing page design/look Data handling updating contacts Visitor experience email confirmation, confirmation page, etc

Requirements:
Microsite configured

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Three Types Post Directly to Eloqua

POST Directly to Eloqua form front end is managed 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

REPOST to Eloqua form front end & some form actions are managed by IT/Web team:
Trial key, password generation Data handling i.e., account storage

Some form actions are maintained by marketing in Eloqua:

Data handling updating contacts Visitor experience email confirmation, etc

Not hosted by Eloqua

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What is form integration?

Data can be POSTed
directly 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?

Use cases where a POST integration is recommended:
Marketing/Prospect data with no pre- or postprocessing by a third party system

Whitepaper downloads Webinar registrations Contact Us

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Why/when to integrate forms?

Use cases where a REPOST integration is recommended:
Where data needs to be pre- or post-processed by a third party system

Form data processed by multiple systems upon

submission trial key, password generation, data verification Login credentials/passwords Financial information (credit card number)

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How to integrate forms?

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

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 newly created Eloqua form Review & Test
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How to integrate forms? Manual

Prerequisites:
Existing web form should have an HTML name
(best practice)

All fields must have a unique HTML name

Three steps:
Create the form in Eloqua, taking care to note the HTML name of each field Update the existing web form to POST to Eloqua Review & Test
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Example
Seeing is believing: walk-through of integrating a form

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Questions?

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