Eloqua Cloud Connector Integration Guide

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1 tel Eloqua Cloud Connector Integration Guide Eloqua's Cloud Connector allows you to generate real-time performance data by automating lead disposition reporting of leads posted into Eloqua from your Integrate account. The Eloqua Cloud Connector can be used to report KPI and return dispositions directly into your Integrate dashboard in order to: Measure ROI from your demand generation and media campaigns Optimize media programs based on the highest converting parameters (audience, media source, creative, landing page, etc.) Improve lead quality by providing early insight into potential data issues Eliminate the need to manually upload returns, saving significant time and resources Integration Requirement: You must be receiving Integrate s LeadID in a hidden lead field of your Eloqua form prior to completing the CloudConnector integration. If you are not currently receiving the Integrate LeadID for each lead, refer to the Eloqua Topliners link below for instructions on setting up a custom hidden field: 1 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

2 Step 1. Create the Eloqua Cloud Connector Form Submit Note: In this example, we will be setting up the disposition feedback for Converted Leads using the GL (Good Lead) code. You will need to complete steps 1 through 5 for each disposition code that you want to report to your Integrate account. Navigate to the CloudConnector and select the Eloqua Form Submit app. Follow the below settings during configuration: o Web Form Type: Custom o Web Form URL: o Web Form Method: Post o Web Form Static Variables: returncode=gl &ApiKey=XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX Click 'Edit Fields'. 2 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

3 Step 1 (Continued). Create the Eloqua Cloud Connector Form Submit Select the contact field where you are currently receiving the Integrate LeadID. Under 'Form Field Name' enter 'leadid'. Click 'Set Values'. 3 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

4 Step 2. Confirm Contact Data Confirm that the Integrate LeadID is populating within the expected field of the contact. Within the lead contact data it is important to ensure that the Integrate LeadIDs are not being stored as decimals. Check the contact data to confirm this is not the case. The REST API will not accept LeadIDs in a decimal format 4 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

5 Step 3. Test the Connection Navigate to the 'Test' section of the setup ('Mappings' can be skipped). Select a contact that contains an Integrate LeadID and paste the contact s address into the textbox beneath the 'Sample Data' tab. Click 'Test Contacts'. 5 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

6 Step 3 (Continued). Test the Connection Once the test is completed, a Results modal will display (shown below). Be sure to examine all of the columns in the modal to determine if any errors were present. If errors are present, verify the following before contacting your Integrate Account Manager for assistance: o The API Key present in the API URL matches the API that is active in your Integrate account o The LeadID you attempted to update using the API does not contain a decimal o The LeadID you attempted to update using the API matches a LeadID that was generated from a campaign in your Integrate account (Use 'Search Leads' to verify) 6 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

7 Step 4. Confirm the LeadID was updated correctly In your Integrate account, navigate to 'Download Conversions'. Find the campaign in the Available Campaigns list from which the Lead you re testing was originally generated. Click the top arrow button to move this campaign to the Selected Campaigns column. 7 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

8 Step 4 (Continued). Confirm the LeadID was updated correctly Select the Date Range during which the lead was generated ( ie. If the lead you tested in the Eloqua Cloud Connector was originally created in May 2014, download the lead file for May 2014). Select Converted (Good Lead) from the Dispositions list o Note - Leaving the Dispositions set to None Selected will download all lead dispositions for the selected campaigns and timeframes Click Download to download the lead file. Confirm that the Disposition column for the LeadID you tested reads 'Converted (Good Lead)' 8 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

9 Step 5. Set the process to run automatically. Once confirmed, you will need to visit the 'Credentials' settings of the Cloud Connector App and set the process will run automatically so that when a lead reaches a certain KPI or lead score, the form submit is triggered. This may also require changes to your Campaign Canvas or Program Builder setup. 9 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

10 Appendix A Below is the Disposition Rest API from Integrate that you will need to enter into your Eloqua Cloud Connector during this integration. You must capture the Integrate LeadID in order to report back lead dispositions. You will need to create an API key in your Integrate account. You can find this under Settings>API Keys>Create New in your Integrate account. The ApiKey value will be a unique API key you create. You must fire the Rest API below to pass the Conversion Disposition to your Integrate account. The URL can be triggered using either a POST or GET method. #######&returncode=gl&customreason=sample+reason+url+encoded&apikey=xxxxxxxx- XXXX-XXXX-XXXX-XXXXXXXXXXXX NOTE: The sample URL given contains placeholder values for demonstration purposes only. The actual values will need to be replaced with the true UserID, TransactionID, ReturnCode, CustomReason and API Key. Disposition Codes Disposition Codes are passed via the "returncode" field. GL - Converted ("Good Lead" is used to designate that the consumer has performed any of your Target Actions or KPIs and is used to optimize towards higher quality Media Sources) CB - Chargeback DA - Did not apply DL - Duplicate Lead DN - Disconnected number IC - Invalid contact info IN - Invalid Credit Card MC - Does Not Meet Criteria TS - Test Conversion WN - Wrong number Additional Live Transfer Specific Return Codes BQ - Bad Call Quality BT - Client hang up before transfer DC - Dropped call FT - Forced Transfer HM - Hold music the entire call HU - Hang Up LD - Disconnected MA - Does not meet Mandatory Seller Agreement NQ - Not Qualified NT - Not Transferred RT - Return student 10 ELOQUA CLOUD CONNECTOR INTEGRATION GUIDE

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