Installing and Using the Form Submit Cloud App

Version 2

    Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

     

    Form Submit Cloud App

     

    This article will describe the Form Submithttp://www.surveygizmo.com/Cloud App, and how to use it within your instance of Eloqua.

     

    Whether your step contains contacts, companies, or prospects, the data on those individuals can be packaged up and submitted as a web form.

     

    In order to use the Form Submit Cloud App, you must be registered at cloudconnectors.eloqua.com.  When creating your account, make sure the user whose Eloqua credentials you provide is added to the “API Users” security group to ensure it has API access.  Your Eloqua administrator will have to do this for you.

     

    What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

     

    Form Submit Cloud App Components

     

    The  Form Submit Cloud App consists of the following Cloud Connectors:

     

    • Form Submit (Contact): allows you to pass in an Eloqua Contact and have the data in that Contact structured into a submission of any web form.
    • Form Submit (Prospect):  allows you to pass in an Eloqua Prospect and have the data in that Prospect structured into a submission of any web form.
    • Form Submit (Company): allows you to pass in an Eloqua Company and have the data in that Company structured into a submission of any web form.

     

    ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

     

    Installation and Configuration


    To install the Form Submit Cloud Connector(s) in Eloqua, do the following.

     

    Log into cloudconnectors.eloqua.com and click on the Apps menu.

    BSFMenu.png

     

    Click on Form (Contact), and the following screen will appear:

     

    CC_Install1.png

    Click on Install Connector.  You'll then be shown the installation screen for the connector.

     

    CC_Install2.png

    If you are an Eloqua administrator, you can click on Add Connector, and it will take you to the Cloud Connector Management area in your instance, with the install settings pre-populated.

     

    You can also choose to do a Manual Install (note the settings above) and then go into the Cloud Connector Management are in your instance.  Enter the settings as shown below.


    https://lh5.googleusercontent.com/wSV2eCtkyBkhDP5Y_c67zCED4lSUEwQoNupdldZQ1m1tQ-A3EiU08U0co_mAFha3rTThBaVT6bG7LS1mPL6g8A8SvQvPhv3VNb84kGivs5GK0iUolDI

     

    Enter the following information:

     

    If you receive a confirmation similar to this, the Connector has successfully been installed:


    https://lh3.googleusercontent.com/91isBv8m-7JNbArJn5duiZ93XEKPjPCKcLr1Jfz3gHijNKLRoYgaj6a3_pvdZ5Uqux-nqkE10McTK5RNcmhzchulZg-x95jezEo_Blu7TkzT58LBh_s

     

    The same process as above can be followed for each of the other Form Submit connectors.

     

    To configure the App, do the following:

      • Make sure that you have an account on cloudconnectors.eloqua.com.
      • Drag a "Send to Cloud Connector" step onto the Canvas from the toolbar:

     

    Canvas1.png

     

    Double-click on the "Send to Cloud Connector" step, select Form Submit: Contact  from the list, and click on the configuration button.

     

    Canvas2.png

    When the Login screen appears, enter your cloudconnectors.eloqua.com credentials and click Log In.

    CC_Login.png

    Next the first setup screen for the App will appear.  The values for Eloqua Client Name and Program Builder Step ID will automatically populate.  Enter the remaining information, then click Go.

    CC_Config1.png

    The configuration page will then be displayed.

    CC_Config2.png

    On the Configuration tab, enter the following information:

      • Description (optional):  Some text about this connector instance
      • Web Form Type: Choose Eloqua if you wish to submit an Eloqua form, or Custom if you wish to choose an external form.
      • If Eloqua is selected
        • Choose the form you wish to submit.  The select list will be populated with all forms from your Eloqua intance.
        • Click Save Settings.
      • If Custom is selected, some additional fields will appear:

    CC_Config3.png

        • Web Form URL: The form URL on the site you are targeting.
        • Web Form Method: The HTTP method for your form submit.  Either Post or Get.
        • Web Form Static Variables:  Add form variables that you wish to submit with every form regardless of the person.

     

      • Click the Edit Fields button.  The Contact field -> Form field mapping screen will appear.

    CC_FormMappings.png

        • Choose the Contact Field or Static value you wish to map into each Form field when the form submits.
        • Click Set Values.

     

      • Back on the Configuration tab, click Save Settings.

     

    You are now ready to Test the connector to make sure all is set correctly.  Click on the Test tab.

     

    CC_Test1.png

    Once your step is enabled and running, the Step Members testing tab will show you the counts of contacts in your step.

     

    CC_Test2.png

    The Run Manually testing tab will allow you to perform a Dry Run or a Full Run of your step.  A Dry Run will simulate a run, but will not actually submit your form.  A Full Run will perform a run of your connector, actually submitting the form.

    CC_Test3.png

     

    Use the Sample Data tab if you wish to test your setup on select contacts.  Enter their email addresses, one per line, and click Test Contacts. (Note: these contacts must already exist in your instance).

    If you check the Full Run box, the form will actually submit, if left unchecked, it will simulate the submit and show you the results.

     

    To check the history of your step execution, click on the History tab.

    HistTab.png

     

    Now that you've tested your step, it's time to enable it.  Click on the Credentials tab.

    CC_Creds.png

    When you are ready to enable your step (remember to also enable your program in Eloqua) click the Enable Step button.

     

    Now, as contacts flow into that step within Eloqua, a form is automatically sent according to the settings/data that you specified.