Customer Information Form (CIF)

Login into Eloqua.

1. Click Assets ⇨ Forms.



2. Click Create a Form ⇨ All Files.



3. Select Master-CIF-Form Template and click on the Choose button.



4. Form Editor will be displayed with default profile fields and a few hidden fields.



5. Rename the Form Name by clicking the below-highlighted section and add HTML name under General Settings. If required, custom questions.

6. Save the form into "Business Folder/Non-Marketing Flow Low Engagement folder", which helps reporting. This folder will automatically takes care of Lead flow / No Lead Flow based on the processing steps mentioned in the below sections, which is configured for this form.
   
   
7. Field HTML Names and Mapping Targets
   In Eloqua, form fields are displayed to the user using Label and are coded in the Landing Page using HTML Name. If you click on each form element, the Labels and HTML Names can be verified.

8. It’s important that the standardized naming convention be used which is given in the table below for reference. Click on the each form element to verify the Label and HTML Name for each field.

Field Label	Field HTML Name	Data Type	Field Mapping Target	Update Type	Details
Business Email	emailAddress	Text	Email Address	Update if new value is not blank
Business Phone	phoneNumber	Text	Business Phone	Update if new value is not blank
First Name	firstName	Text	First Name	Update if new value is not blank
Last Name	lastName	Text	Last Name	Update if new value is not blank
Country	country	Text	Country	Update if new value is not blank
Company	company	Text	Company	Update if new value is not blank
Company Size	companySize	Text	Company Size	Update if new value is not blank
Line of Business	lOB	Text	LOB	Update if new value is not blank	Field is no longer in use.
Job Title	jobTitle	Text	Title	Update if new value is not blank
Address 1	address	Text	Address 1	Update if new value is not blank	Field is no longer in use.
Address 2	address2	Text	Address 2	Update if new value is not blank	Field is no longer in use.
City	city	Text	City	Update if new value is not blank
State/Province	stateOrProvince	Text	State or Province	Update if new value is not blank
Province	province	Text	Province	Update if new value is not blank
Zip/Postal Code	cmid	Text	Zip or Postal Code	Update if new value is not blank
Marketing Opt-in	marketingOptIn	Text	Marketing Opt-in	Update if new value is not blank
elqCampaignId	elqCampaignId	Text	Last Eloqua Campaign ID	Always update	Hidden field.
cmid	cmid	Text	Oracle Sales Cloud Last Campaign Id	Always update	Hidden field.
Notes	NOTE	Large Text	Lead Description	Always update	Used for custom question. If not used, refer to the 'Processing Steps' section.
src1	src1	Large Text	SRC1	Always update	Hidden field. Value captured from URL.
src2	src2	Text			Hidden field. Value captured from URL.
elq	elq	Text			Hidden field. Value captured from URL.
sh	sh	Text			Hidden field. Value captured from URL.
elq_mid	elq_mid	Text			Hidden field. Value captured from URL.
openid	openid	Text	Wechat Open ID_CN_MKT	Update if new value is not blank	Hidden field. Value captured from URL.
nickname	nickname	Text	Wechat Nickname	Update if new value is not blank	Hidden field. Value captured from URL.
unionid	unionid	Text	Wechat UnionID	Update if new value is not blank	Hidden field. Value captured from URL.
searchKeyword	searchKeyword	Large Text			Hidden field. Value captured from URL.

9. Click 'Processing' to configure the form process steps.

In the “Update Contacts – With Form Data” processing step, these form fields are mapped to the Contact fields using the Field Mapping Targets. (refer the above table from the point 7.

Configuration steps for Lead Flow

10. Select "Update Contacts – With Custom Values" and ensure the following values has been selected and enabled for Lead flow

**IMPORTANT NOTE:
The Master CIF Template is set to default as "Lead Flow"

Please refer the below screenshots for the more details.

For lead generating forms, after completing the steps in the above sections, add / ensure “Add to Program Builder” processing step is configured. Select “SYSTEM - 100 - Master Entry” and then, select “Step Moved down!”.

Configuration steps for No-Lead Flow

1) Remove Add to Program Builder

2) Select "Update Contacts – With Custom Values" and ensure the following values has been selected and enabled for No Lead flow

11. Click '+" symbol to select the processing steps as "Send Submitter an Email" and "Redirect to Webpage".

a. Send Submitter an Email - Configuring this section, enables the user to receive the thank you email, post form submission.



b. Please add Thank You Page Url in the Welcome Page code as shown in the below image.

12. Save the Form, Download the FORM HTML which required embedding in the Survey/form Template.

Click here to know more about the configuration details from the confluence page.

Login to Eloqua.

13. Click Assets ⇨ Landing Pages.

14. Click ⇨ Create Landing Pages.

15. Select template Master – CIF, Survey, Zoom Multi Select -> Redwood-Master-CIF-Welcome-Page ⇨ Follow steps below:

1. Update the Asset File Name
2. Select go.oracle.com domain
3. Save the file into appropriate region folder.

16. Update the following information in the coding:

• var countryCode = "us"; // Updates the country specific footer code links
• var languageCode = "en-us"; // Updates the footer code language
• var LanguageName ="English" // Updates the disclaimer and feild language. (The values can be referred under comments "Disclaimer Language Name:)"
• var elqCampaignValue = "XXXXX";
• var cmid="XXXXXXXXXXXX"; // Update the Program code for your request
• var LPid ="XXXX" // Update the LP id
• var WelcomeURL = "https://go.oracle.com/LP=XXXX?elqCampaignId=XXXXXX"; // Update the Welcome page URL
• var ThankyouURL = "https://go.oracle.com/LP=XXXX?elqCampaignId=XXXXX"; // Update the Thank you Page URL
• var pageid = "wc" // DO NOT remove or edit this value

To add or remove disclaimers - General, Sponsor, CoHost or Hackathon to the page, the following variables must be updated with required values.

• var gendisclaimer = "Yes" to Enable and "No" to Disable - General disclaimer
• var coHost ="Yes" to Enable and "No" to Disable - Cohost data sharing disclosure
• var genSponsor = "Yes" to Enable and "No" to Disable - Event ethics disclaimer
• var var Hackathon = "Yes" to Enable and "No" to Disable - Hackathon data sharing disclosure
• var var govempValidate = "Yes" to Enable and "No" to Disable - Government Employee validation
  
  If they selected validation as "yes" and Government employee question option as "yes", then restrict them to submit the form.
  
  If they selcted validation as "no", then allow them to register irrespective option selected for the Government Employee option selected.
• Note: To trigger default country on page load, uncomment the code mentioned below within the function selectCountry() and update the appropriate country code (eg: KR):
  jQuery("select[name=country]").val('KR');
  jQuery("select[name=country]").trigger('change')

• Click Here to generate the event ethics disclaimer. Copy and paste the disclaimer code to the following highlighted section/placeholder.

17. Repeat the Step 18 to create the Thank you page by selecting the master template as "Redwood-Master-CIF-TYPage".

Note: The banner image size for the responsive CIF template is 1600 X 309

18. Go to Assets ⇨ Form ⇨ Identify & edit your form.

19. Go to Actions ⇨ Click View Form HTML ⇨ Copy the code

20. Paste the code into the Landing page. Refer the screenshot for the placement.

21. Place the CIF form pages and form into Canvas, and activiate it .

When there is a need to trigger an email or notify the Sales team about a registration, you can create a hidden field in the CIF form and add the relevant Sales email address to it. Then, update the form’s processing step to configure 'Send submitter an email' with generic content that alerts the Sales team about the registration. Ensure the recipient is always set to the Sales email address.

Note:
1. If multiple email addresses are required, create two hidden fields and configure two 'Send submitter an email' steps, updating each field accordingly, since multiple emails cannot be stored in a single field.

2. Ensure the Sales email is added in Eloqua; only then will the TYEM notification reach the Sales team whenever a submission occurs.

When doing any "Any custom form" CIF page, and if they dont require a lead flow and not required to flow them to CXD. Then we suggest you to follow the steps below:

• Save the form to a regional Survey folder.
• Remove all processing steps except for the TYP redirect. and add Thank you email if required.