Eloqua Kwanzoo Integration Setup Guide
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This document provides step-by-step instructions for configuring Eloqua to integrate with Kwanzoo lead form campaigns. The steps include: 1) adding the Eloqua API user to the security group; 2) creating a generic form and visitor data lookup in Eloqua; 3) optionally creating a contact data lookup for relationship targeting; 4) entering the Eloqua configuration details in Kwanzoo; and 5) mapping Kwanzoo form fields to Eloqua contact record fields. Following these steps enables Kwanzoo to create and update contact records in Eloqua when leads submit forms.
Eloqua Kwanzoo Integration Setup Guide
- 2. Eloqua Configuration For Kwanzoo Lead Form Campaigns Step By Step Configuration Rahul Pathak, CTO Kwanzoo Inc.
- 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. Step 0 - Add the Eloqua user to the API User Security Group. This is needed for Kwanzoo to access your Eloqua account through APIs. Kwanzoo uses Eloqua’s SOAP APIs to create and update Eloqua Contact Records
- 5. Next Steps – A Quick Summary The following steps are needed to wire Kwanzoo Lead Forms with Eloqua. NOTE: This is a one time setup only. You do not need to repeat these steps for each Kwanzoo campaign. Eloqua Configuration 1. Create one form in Eloqua 2. Create a visitor data lookup in Eloqua 3. If you’re using relationship targeting in Kwanzoo (optional), create a contact data lookup in Eloqua Kwanzoo Configuration 4. Enter information regarding 1, 2, and 3 above in Kwanzoo 5. Map Kwanzoo form fields to Eloqua Contact Record fields
- 6. Step 1 Create one form in Eloqua NOTE: This is a generic form used across all Kwanzoo lead form campaigns that you might run.
- 7. Create a form with two fields One 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. Click on ‘Processing’ on the top right This adds a processing step to the form
- 9. Add the ‘Update Contacts – With Form Data’ processing step Also, map the fields as shown below. Save this and go back to save the form
- 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. From the menu on the top right, select ‘View Form HTML’
- 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. Step 2 Create a visitor data lookup in Eloqua
- 14. Click on ‘Setup’ on the top right and then click on ‘Visitor Profiles’
- 15. Create a new Visitor Profile Ensure that it has ‘Email Address’ as the only field and save it
- 16. Go back to ‘Setup’ and this time, click on ‘Web Data Lookup’
- 17. Create a new Data Lookup For Data Lookup Type use ‘Visitors’ and for Data Fields Returned, use the visitor profile you created in the previous steps. Save the data lookup
- 18. Note down the Data Lookup Key (for use in Kwanzoo later)
- 19. Step 3 Create a contact data lookup in Eloqua NOTE: This is an OPTIONAL step needed only if you’re using relationship targeting. Relationship targeting in Kwanzoo enables you to serve different creatives to cookied and uncookied Eloqua visitors based on contact record data. Skip to step 4 if you’re not using relationship targeting
- 20. Click on ‘Setup’ on the top right and then click on ‘Web Data Lookup’
- 21. Create a new Data Lookup For Data Lookup Type use ‘Contact’ and for Data Fields Returned, use ‘Default – General.’ Save the data lookup
- 22. Note down the Data Lookup Key (for use in Kwanzoo later)
- 23. Step 4 Enter information collected in Steps 1 (form info), 2 (visitor data lookup key) and optionally 3 (contact data lookup) in your Kwanzoo account
- 24. Log into your Kwanzoo account Click on the ‘Account’ link on the top to go to the Account page. On that page, click on ‘Edit Settings’ in the Eloqua Advanced Configuration section
- 25. On the popup, provide your Eloqua login credentials and enter the information collected in previous steps. Note that the ‘Contact Data Lookup Key’ entry should be left blank. Enter some default value for the second field in the form (you can always overwrite this when a new contact record is created). Click OK
- 26. Step 5 Map Kwanzoo Form Fields to Eloqua Contact Record fields
- 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 Eloqua Contact Record fields
- 28. Click on the Additional Fields link
- 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 steps through Program Builder for lead scoring, etc.
- 30. For more information, contact: Phone: 408-216-7025 Email: info@kwanzoo.com Twitter: @kwanzoo Slideshare: www.slideshare.com/kwanzoo Blog: www.kwanzoo.com/blog