Integrate to Eloqua Posting Guide

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1 tel Integrate to Eloqua Posting Guide Integrate enables you to have the prospect data from your lead and demand generation campaigns posted in real-time directly into your Eloqua account. Eloqua Cloud Connector can then be set up to report KPI and return dispositions back into your Integrate dashboard, generating real-time performance data that can be used to: Measure ROI from your demand generation and media campaigns Optimize media programs based on highest converting parameters (audience, media source, creative, landing page, etc.) Improve lead quality by providing early insight into potential data issues The following guide provides a step by step process on how to set up real-time lead delivery from an Integrate campaign to Eloqua utilizing an Eloqua form. The "Edit Criteria" page of the Integrate campaign must be filled out prior to starting this process. 1

2 Eloqua and Integrate Part 1: Edit Fields Step 1. Locate Eloqua Form Navigate to the Form you would like to use for your Integrate campaign or create a unique form. For instructions on creating an Eloqua form, please contact your Eloqua representative or click here for more information. Step 2. Retrieve HTML field names from the Eloqua Form Once you've located the form, navigate to the Gear Icon in the top right corner of the Eloqua form and select View Form HTML. 2

3 Step 3. Map HTML field names from Eloqua to Integrate While viewing the Form HTML, Copy and Paste the Eloqua HTML Field name into its corresponding Field Name textbox of the Integrate campaign. In the example below, the HTML field name C_ Address is extracted from the Eloqua Form HTML code and added to the corresponding field on the Integrate Edit Fields page. 3

4 Step 4. Create a custom Integrate field that maps to an Eloqua HTML field name Click the Add Question button at the bottom of the Edit Fields page in your Integrate campaign. Type the Text field display name or form question in Question (ex. Job Title). Paste the Eloqua HTML field name into the Field Name textbox. (ex. title) Select List, Textbox or Numeric Range in Type of Values'. o List: If List is selected, add the Picklist or Select List for the Eloqua field to both the Display Values and Internal Values columns of the list generator. If you do not have a pre-determined list of allowed values, create and add a list of allowed value options or utilize a Textbox. o Textbox: If Textbox is selected, then select the 'Data Type'. Set number of allowed characters. Click Submit to add the custom field you just created. 4

5 Step 4 (Continued). Create a custom Integrate field that maps to an Eloqua HTML field name Click Save at the bottom of the Edit Fields page to save changes to the campaign form fields. Continue adding fields until all required Eloqua form fields are set up within the Integrate campaign. 5

6 Eloqua and Integrate Part 2: Delivery Settings & Hidden Fields Step 1. Gather Integration Details for the Eloqua Form Navigate to the 'Form Details' page of the form in Eloqua that you are using for the Integrate campaign and click 'Integration Details' Retrieve the following field names and corresponding values: o elqsiteid o elqformname o elqcustomerguid o elqcookiewrite 6

7 Step 2. Input Destination URL and Select Method Note: HTML field names, values and the Destination URL from Step 1 above can all be found within the HTML code as well. Navigate to the Delivery Settings page of your Integrate campaign. Select 'HTTP GET/ POST' option. Enter your 'elqsiteid' into the below URL and paste in the 'Delivery URL' textbox o HERE].t.eloqua.com/e/f2 EXAMPLE: (elqsiteid=123456) Select POST as the Method 7

8 Step 3. Select/Deselect the fields to receive that need to be posted into your Eloqua account. Note: In some instances there may be data you would like to gather or verify using Integrate but not deliver to Eloqua (ex. Timestamp, PublisherID, or Custom Questions). These fields should be left unchecked on the Delivery Settings page. 8

9 Step 4. Identify Hidden Eloqua Form Fields NOTE: Your Eloqua form can have multiple hidden fields that must be passed along with the lead data to ensure any actions setup for that form or campaign are executed properly once the lead is created or updated. There are a minimum of 4 required hidden fields that must be added as 'Static Fields' to the Delivery Settings page of your Integrate campaign. These are the fields and values that you gathered in Part 2, Step 1 from the Integration Details section of your Eloqua form: o elqsiteid o elqformname o elqcustomerguid o elqcookiewrite If your Eloqua instance requires specific hidden fields to be populated in order for leads to reach the correct destination, be sure to add the hidden fields to the Integrate Delivery Settings page. Some commonly used hidden fields are Lead Source and Lead Source Details 9

10 Step 5. Add Hidden Fields to your Integrate Campaign To add your hidden fields, click the Add Static Field button on the Delivery Settings page. Input the Field Name into the Field textbox and hidden value into the Value textbox Repeat this process until all hidden fields are added. (Note: These values CANNOT be dynamic. There can only be a blank value or a single value for each hidden field.) Click Submit to save changes once all fields and values are added. EXAMPLE: 10

11 Step 6. Test Lead Delivery On the Delivery Settings page of your Integrate campaign, click the Sandbox link at the bottom of the page next to the Sample Post String. Input unique test data into the First Name, Last Name, and fields so that you can easily identify your test lead within Eloqua. Click Submit to send the test to Eloqua. 11

12 Step 6 (Continued). Test Lead Delivery Depending on the form setup within Eloqua you may or may not receive an HTML response after clicking Submit to send the lead data. We recommend leaving the sandbox window open while you check Eloqua to see if the test data is present in the account and/or campaign you are testing. o If it is, then the integration is properly setup. You can navigate back to the sandbox window and click Submit Post String for Approval. o If no data is present, verify that your Eloqua Form Name and SiteID are correct and that any unique CampaignID values are input properly. o If only some data points are present, verify that the field names in the Integrate campaign are the exact same as those from the Eloqua form. Also verify that the Eloqua campaign to which the lead is being posted is set up to receive the correct form fields. o If issues continue, contact your Integrate Account Manager for assistance. Step 7. Once you have successfully established your Delivery Settings, be sure to set up Eloqua Cloud Connector in order to obtain real-time performance data of your demand generation and media campaigns. (Note: Reference Integrate s Eloqua Cloud Connector Integration Guide to complete this process.) 12

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