1 Reply Latest reply on Jul 16, 2017 8:10 PM by kohomange

    Creating CDO record on multiple Form submissions

    adbhagat

      Hi,

       

      We have tens of forms being used on our Eloqua platform.

       

      Now, due to a new requirement, we have to update certain static values specific to a newly created CDO.

      For example:

      On Form A submission, update value 'ABC' in the CDO

      On form B submission, update value 'XYZ' in the CDO

      and so on.

       

      One option is to go back to all forms and add a form processing step that updates the CDO, but that's cumbersome due to the number of forms and also a maintenance item when a new form is created.

       

      So we are trying to identify an approach where we identify the form submission via a filter and then use a combination of Program and update rules to update the CDO.

      However this is not working due to the form submission is for a contact and the update rule is supposed to update a CDO.

       

      Is there an alternate scale-able approach for achieving this?

       

      Ady

        • 1. Re: Creating CDO record on multiple Form submissions
          kohomange

          Hello Aditya,

           

          I haven't completely tested the following setup but it may help you with your case.

          1. You would need to create a campaign with a segment that identifies all form submitters.

          2. Next, create a form with Processing Step that "Update Custom Data Object - With Custom Values". Add the CDO field you want to update the value. Note that you would need to create a new form for each set of values. In your case, you need two forms (i.e. ABC and XYZ). You can simply add the Email Address and first name as the fields for the form.

          Capture.JPG

           

          3. Once the forms are created, you would need to add and configure the Form Action Steps (to submit the CDO value) to push the data over in the Campaign. To do this, You can utilize the "Submitted Form?" Action step to check which form was submitted. If Form A was submitted, you need to configure Form Action step execute the form we created in step 2. You would need to do this for all possible values that you need to update in the CDOs.

          Capture2.JPG

           

          Let me know if you need any clarification.

           

          Kind regards,

           

          Dulik

          AutomatorOne

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