Eloqua configuration for kwanzoo lead form campaigns

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Eloqua configuration for kwanzoo lead form campaigns

  1. 1. info@kwanzoo.comphone: 408-216-7025
  2. 2. Eloqua Configuration ForKwanzoo Lead Form Campaigns Step By Step Configuration Rahul Pathak, CTO Kwanzoo Inc.
  3. 3. Note• This guide uses Eloqua 10 as an example for describing the configuration.• If you use Eloqua 9 instead, the overall configuration steps are identical but the Eloqua screens (and location of certain Eloqua elements described in the guide) might be different.
  4. 4. Step 0 - Add the Eloqua user to the API User Security Group.This is needed for Kwanzoo to access your Eloqua account through APIs. Kwanzoouses Eloqua’s SOAP APIs to create and update Eloqua Contact Records
  5. 5. Next Steps – A Quick SummaryThe following steps are needed to wire Kwanzoo Lead Formswith Eloqua. NOTE: This is a one time setup only. You do not needto repeat these steps for each Kwanzoo campaign.Eloqua Configuration1. Create one form in Eloqua2. Create a visitor data lookup in Eloqua3. If you’re using relationship targeting in Kwanzoo (optional), create a contact data lookup in EloquaKwanzoo Configuration4. Enter information regarding 1, 2, and 3 above in Kwanzoo5. Map Kwanzoo form fields to Eloqua Contact Record fields
  6. 6. Step 1Create one form in EloquaNOTE: This is a generic form used across all Kwanzoolead form campaigns that you might run.
  7. 7. Create a form with two fieldsOne of the fields has to be ‘Email Address’.The other can be any field (typically customers use ‘Lead Source – Most Recent’).Note that the second field is needed to workaround an E10 issue
  8. 8. Click on ‘Processing’ on the top rightThis adds a processing step to the form
  9. 9. Add the ‘Update Contacts – With Form Data’ processing stepAlso, map the fields as shown below. Save this and go back to save the form
  10. 10. Click on the two form fields one by one & note their HTML names(you will be entering these names in your Kwanzoo account later)
  11. 11. From the menu on the top right, select ‘View Form HTML’
  12. 12. Select ‘Integration Details’ tab and note down the value for the elqFormName and elqSiteID.In the example below, the values are ‘kZVisitorForm’ and‘2318’ respectively
  13. 13. Step 2Create a visitor data lookup in Eloqua
  14. 14. Click on ‘Setup’ on the top right and then click on ‘Visitor Profiles’
  15. 15. Create a new Visitor ProfileEnsure that it has ‘Email Address’ as the only field and save it
  16. 16. Go back to ‘Setup’ and this time, click on ‘Web Data Lookup’
  17. 17. Create a new Data LookupFor Data Lookup Type use ‘Visitors’ and for Data Fields Returned, use thevisitor profile you created in the previous steps. Save the data lookup
  18. 18. Note down the Data Lookup Key (for use in Kwanzoo later)
  19. 19. Step 3Create a contact data lookup in EloquaNOTE: This is an OPTIONAL step needed only if you’reusing relationship targeting. Relationship targeting inKwanzoo enables you to serve different creatives tocookied and uncookied Eloqua visitors based oncontact record data.Skip to step 4 if you’re not using relationship targeting
  20. 20. Click on ‘Setup’ on the top right and then click on ‘Web Data Lookup’
  21. 21. Create a new Data LookupFor Data Lookup Type use ‘Contact’ and for Data Fields Returned, use ‘Default –General.’ Save the data lookup
  22. 22. Note down the Data Lookup Key (for use in Kwanzoo later)
  23. 23. Step 4Enter information collected in Steps 1 (form info), 2(visitor data lookup key) and optionally 3 (contact datalookup) in your Kwanzoo account
  24. 24. Log into your Kwanzoo accountClick on the ‘Account’ link on the top to go to the Account page. On thatpage, click on ‘Edit Settings’ in the Eloqua Advanced Configuration section
  25. 25. On the popup, provide your Eloqua login credentials and enter theinformation collected in previous steps.Note that the ‘Contact Data Lookup Key’ entry should be left blank. Enter some default valuefor the second field in the form (you can always overwrite this when a new contact record iscreated). Click OK
  26. 26. Step 5Map Kwanzoo Form Fields to Eloqua Contact Recordfields
  27. 27. Edit your Lead Form campaign in your Kwanzoo account and expand‘Step 2C: Customize Sign Up Screen.’Scroll down to Contact Capture Options and select ‘Eloqua LeadConnect…’ from the dropdown.Provide login credentials for your Eloqua account and map the form fields to the desired EloquaContact Record fields
  28. 28. Click on the Additional Fields link
  29. 29. Here you can specify values for additional fields to: (a) Identify that the contact was captured through a Kwanzoo campaign (b) Tie the creation of the contact record to other campaign ids in Eloqua/Salesforce/etc.This information can be used to trigger different post processing stepsthrough Program Builder for lead scoring, etc.
  30. 30. For more information, contact:Phone: 408-216-7025Email: info@kwanzoo.comTwitter: @kwanzooSlideshare: www.slideshare.com/kwanzooBlog: www.kwanzoo.com/blog

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