tag:blogger.com,1999:blog-12195932097079746912024-03-05T04:36:46.578-05:00Eloqua ArtisanIdeas, practical examples, and in-depth discussions about how to get the most out of Eloqua. A blog for users of Eloqua as a demand generation platform.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.comBlogger192125tag:blogger.com,1999:blog-1219593209707974691.post-39322799885649263042011-06-06T09:00:00.000-04:002011-06-06T09:00:03.511-04:00Kwanzoo and Eloqua Integration: Engaging Polls, Surveys and Social PromotionsAs we've built out our Cloud Connector program, we've had a number of partners build out interesting extensions to Eloqua that you might find interesting. We're happy to see this, as understanding and interacting with them across the entire buying process is a core part of <a href="http://www.eloqua.com/revenue-performance-management/">revenue performance management</a>. We'll highlight these solutions from time to time here, and I hope you find them of value. Today, please find a guest post from <a href="http://www.kwanzoo.com">Kwanzoo</a>.<br /><br />=======================================<br /><br /><br />Marketers everywhere are wrestling with a significant challenge - how to get users, whether visitors to their website, or prospects on their lead nurturing email lists or paid media placements to engage! The catchword of the moment is “Attention!”<br /><br />Eloqua’s newest partner Kwanzoo provides highly engaging marketing units (polls, surveys, social sharing promotions, opt-ins) that improve demand generation, increase conversions from <a href="http://www.eloqua.com/topics/lead-nurturing.html">lead nurturing</a> emails and grow word-of-mouth mentions by customers. How does it work? See an example below of a 3-question survey, combined with a social sharing promotion that’s triggered from inside Eloqua emails, to drive conference registrations.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwe7BJLLgC_NRMfZVkUo_rGStSgHPblXzZWv5xYIQ_UgvWCNW6QKY3ftHoQZvn0fyB4L5j9NXtf47Zb268ujdtdHidPMKgr-QZvbNuluMB6i-DV2cVLSZQ9fMrsNyWWwNtpWs7ALjEXa0/s1600/2011-05-12-demandcon-survey-promotion+v2.png"><img style="cursor: pointer; width: 400px; height: 208px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwe7BJLLgC_NRMfZVkUo_rGStSgHPblXzZWv5xYIQ_UgvWCNW6QKY3ftHoQZvn0fyB4L5j9NXtf47Zb268ujdtdHidPMKgr-QZvbNuluMB6i-DV2cVLSZQ9fMrsNyWWwNtpWs7ALjEXa0/s400/2011-05-12-demandcon-survey-promotion+v2.png" alt="" id="BLOGGER_PHOTO_ID_5614815266435096962" border="0" /></a><br /><br /><br /><span style="font-weight: bold;">How to Improve Engagement, Clicks and Conversions from Eloqua Emails</span><br /><br />Embed Kwanzoo’s smart poll, survey / quiz, social share and opt-in units into your Eloqua lead nurturing emails. You can present a targeted offer to a user, based on the response to a poll or survey. Alternately, you can offer incentives to users and drive them down a conversion funnel (download a whitepaper, register for a webinar) right from inside the email!<br /><br /><span style="font-weight: bold;">Extend the Top of Your Demand Generation Funnel</span><br /><br />Kwanzoo opens up many more options for you to grow your base of leads for further nurturing. Besides your own website or blog, Kwanzoo’s marketing units can be placed on third party blogs, community pages, affiliate sites, Facebook pages, or paid placements. All the Kwanzoo units allow for <a href="http://www.eloqua.com/platform/campaign_management/web_forms_landing_pages/">lead data capture</a> in their engagement flow. So start with a poll or survey, and then prompt the user to connect with your business and drop their contact information. See an example illustrative flow below.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhx9mMtb6G7mGztje_SoAx_HLAcAHDB_bfBDe-EA5CvldoHg_B4SgS2QF4XhJpfCFYoDSyi4yJHr22jU17zeLNau9KhlWU7nRFQPqf3_4gkL59y2gGfuyu6W7OVyVUNG65_v4k4Q0zJJGY/s1600/2011-05-11-eloqua-blog-post-extending-the-funnel.png"><img style="cursor: pointer; width: 400px; height: 181px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhx9mMtb6G7mGztje_SoAx_HLAcAHDB_bfBDe-EA5CvldoHg_B4SgS2QF4XhJpfCFYoDSyi4yJHr22jU17zeLNau9KhlWU7nRFQPqf3_4gkL59y2gGfuyu6W7OVyVUNG65_v4k4Q0zJJGY/s400/2011-05-11-eloqua-blog-post-extending-the-funnel.png" alt="" id="BLOGGER_PHOTO_ID_5614815273724751266" border="0" /></a><br /><br /><span style="font-weight: bold;">Marketing Creative Sizes and Placement Options</span><br /><br />Kwanzoo offers in-email units of any custom size and web marketing units that are 300x250 (300 pixels wide, 250 pixels high). Each unit can function as interactive content inside an email, on a website, blog or Facebook page. It is also easily served as an “IAB standard medium rectangle” ad unit, as a replacement for your traditional display or banner ad on a third party publisher site, affiliate site, or an ad network (such as the Google Display Network). You can also use Kwanzoo’s interactive units for retargeting. Bring back prior visitors to your site as they bounce off to visit different websites.<br /><br /><span style="font-weight: bold;">Capture Lead Data and Drop Into Eloqua</span><br /><br />With Kwanzoo’s LeadConnect for Eloqua, you can now capture lead data directly inside a 300x250 ad unit, and drop it into Eloqua for ongoing lead nurturing. Setting up the LeadConnect link between Kwanzoo units and Eloqua is really simple. See below for the point-and-click interface on Kwanzoo.com for marketers.<br /><br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLDRzSKmwPahCHvu_NaPIhmZOV_TvB1smODGXlhUpy3GWubPEl84M9F7C_UEz_Q4gsg08rZw2d3TxHatbVy6RROYi6u7tXokBAjuNCP0xuenXgqLKgbT1hDnx7piFiFPD3XoH5ZTeZPp8/s1600/2011-05-11-eloqua-blog-post-lead-connect-setup.png"><img style="cursor: pointer; width: 400px; height: 308px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLDRzSKmwPahCHvu_NaPIhmZOV_TvB1smODGXlhUpy3GWubPEl84M9F7C_UEz_Q4gsg08rZw2d3TxHatbVy6RROYi6u7tXokBAjuNCP0xuenXgqLKgbT1hDnx7piFiFPD3XoH5ZTeZPp8/s400/2011-05-11-eloqua-blog-post-lead-connect-setup.png" alt="" id="BLOGGER_PHOTO_ID_5614815282391440850" border="0" /></a><br /><br />Quick Tip: Please be sure to check with the publisher partner or ad network where you are placing a media buy, to confirm what lead data may be captured directly in the ad. If a specific placement will not allow prospect data capture within the ad unit, simply re-direct the user to your landing page once the ad qualifies the user. Capture lead data on the landing page instead.<br /><br /><span style="font-weight: bold;">Augment Your Lead Data with Progressive Profiling</span><br /><br />Your lead nurturing emails just got more interesting for your customers! Imagine a relevant, targeted poll or survey inside your outbound nurturing emails. Kwanzoo’s in-email poll and survey campaigns have seen an engagement lift of 30% or higher, versus emails that do not include an embedded Kwanzoo unit. See the example illustrative flow below.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4UPaKtAeaJRVzy4BBSatXOuKe_X0GXlF-5R35Zxf2kZ0Hxq5D1bQrcPTVPFrCUrKEySjoaMSEGzzhRDoQxIW22ghm3qBFImDSllrmyDoAg0avYIj5kMxuR9D4IlvaAz8B9FOtlZt8YvU/s1600/2011-05-11-eloqua-blog-post-progressive-profiling.png"><img style="cursor: pointer; width: 400px; height: 229px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4UPaKtAeaJRVzy4BBSatXOuKe_X0GXlF-5R35Zxf2kZ0Hxq5D1bQrcPTVPFrCUrKEySjoaMSEGzzhRDoQxIW22ghm3qBFImDSllrmyDoAg0avYIj5kMxuR9D4IlvaAz8B9FOtlZt8YvU/s400/2011-05-11-eloqua-blog-post-progressive-profiling.png" alt="" id="BLOGGER_PHOTO_ID_5614815272784303842" border="0" /></a><br /><br /><br />Now you will be able to engage John from Acme Medical Industries, who has gone cold on you, in a dialog on industry trends, by answering your survey questions. Engage in an online dialog, find out when they’d be ready for a sales demo, what’s their buying time frame, and capture all that data for your lead! John will answer these questions so he can get the survey results. All of this, even before you hand off the lead to your sales team!<br /><br />Missing data on prospects? You can now augment your data with progressive profiling over multiple email touches. Over each touch, as new data is collected for the same user, Kwanzoo tracks the specific campaigns that resulted in data augmentation.<br /><br />You will find a step-by-step guide that explains how to setup the Eloqua LeadConnect link to a <a href="http://www.kwanzoo.com/blog/grow-eloqua-lead-lists-with-engaging-polls-and-surveys.shtml">Kwanzoo marketing unit here</a>. Enjoy this new capability, and keep that feedback coming!Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com0tag:blogger.com,1999:blog-1219593209707974691.post-16043276700041285272011-05-27T16:26:00.000-04:002011-05-27T16:26:42.235-04:00Integrating Eloqua With Slideshare - Making it Easy<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjn1quEWe3oHPUotU4jOBkzFPV5y75K0vegLO-Mx5F1htK3st-YrJrK1barCe6x3soOH6LKSnoYg7Ybyo6w0IZ8p3mdb5EyMRh2R-ngKSj6Kd2okbzJajRKc6XoRCcTnetbC1h9Oupp8HY/s1600/slideshare.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjn1quEWe3oHPUotU4jOBkzFPV5y75K0vegLO-Mx5F1htK3st-YrJrK1barCe6x3soOH6LKSnoYg7Ybyo6w0IZ8p3mdb5EyMRh2R-ngKSj6Kd2okbzJajRKc6XoRCcTnetbC1h9Oupp8HY/s1600/slideshare.jpg" /></a></div>It's no secret that Eloqua is a big fan of <a href="http://www.slideshare.net/">Slideshare</a> (allows you to upload power points and other docs to the web). It's not just that we create a ton of presentations (which we do) and need some place to store them but we've achieved some great results. This includes Greg Thorne of JMP Securities <a href="http://blog.eloqua.com/slideshare-and-rpm/">publishing an article on Revenue Performance Management</a> based on something he downloaded from our <a href="http://www.slideshare.net/Eloqua/revenue-performance-management-reengineering-the-revenue-cycle">Slideshare site</a>. I also recommend checking out "<a href="http://blog.eloqua.com/4-reasons-b2b-marketers-should-love-slideshare/">4 Reasons B2B Marketers Should Love SlideShare</a>" to get a better understanding of the benefits of Slideshare.<br />
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<table cellpadding="0" cellspacing="0" class="tr-caption-container" style="float: left; margin-right: 1em; text-align: left;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgud0mKU9AligLmFfa9r3YvPpoZRVmgZ_lsocv-UeVWq7HSLseXi8Cg03uOui1Qk-gURHIuSisIgSziaTkSZNF50-MGH9Qslf6MyFb0ksqgYkOEGBn87gGizxTrn5tWwUne7Gsqfxuw-w4/s1600/5-26-2011+1-14-58+PM.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgud0mKU9AligLmFfa9r3YvPpoZRVmgZ_lsocv-UeVWq7HSLseXi8Cg03uOui1Qk-gURHIuSisIgSziaTkSZNF50-MGH9Qslf6MyFb0ksqgYkOEGBn87gGizxTrn5tWwUne7Gsqfxuw-w4/s320/5-26-2011+1-14-58+PM.png" width="294" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Example of a form in Slideshare</td></tr>
</tbody></table>How can you make Slideshare even better? Integrating it with Eloqua of course! What does this mean? It means easily passing leads that are generated from forms on Slideshare back to Eloqua. This saves you time as a marketer and gets your leads to sales faster.<br />
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Now that they're in Eloqua, these leads can be sent a follow up email, entered into a nurturing campaign, scored and/or sent to sales for follow up. This post assumes that you have set up a<a href="http://www.slideshare.net/business/premium/plans?cmp_src=main_nav"> Pro Slideshare</a> account.<br />
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<span style="font-size: large;">Integrating Eloqua with Slideshare - Step by Step</span><br />
<ol><li>To get started, you’ll need an Eloqua user account that is API enabled. This is very easy to do, see the post on <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html"><span style="color: #0d1db8;">Cloud Connector Installation instructions</span></a> and follow the first step only.<br />
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</li>
<li>The Slideshare Cloud Connector we’ll be looking at here is available on our repository of interesting connectors: <a href="http://cloudconnectors.eloqua.com/"><span style="color: #0d1db8;">cloudconnectors.eloqua.com</span></a>. They are free to use, just create an account and login. Please note: This account is different from your normal Eloqua login. Under Products > Feeder, select the Slideshare Lead Query option.<br />
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</li>
<li>Enter in your credentials: In the first step, enter in your Eloqua login credentials and keep going<br />
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</li>
<li>Configuration: Enter in your Slideshare username and password, the Slideshare CampaignID (it's the number at the end of the URL. For example: http://www.slideshare.net/business/lead_campaigns/12928) and the Eloqua Contact Group / Shared List that you want to add the contacts to (you'll want to pop into Eloqua and create a Contact Group / Shared List).</li>
<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWnzSgkReyXNhkzKSRt7Fg7Zm-yq-W9QLSkE4IqAEo37Kgs9B2wx-Mxep9miSGn0rMYEOTtULk5fYVWa3LZEPvn5t0xbySs9w7kLrmqgLj-EWywKvA0g0wJyknfxjpx56od08uFRWzGIY/s1600/5-27-2011+3-38-36+PM.png" imageanchor="1" style="display: inline !important; margin-left: 1em; margin-right: 1em;"><img border="0" height="125" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWnzSgkReyXNhkzKSRt7Fg7Zm-yq-W9QLSkE4IqAEo37Kgs9B2wx-Mxep9miSGn0rMYEOTtULk5fYVWa3LZEPvn5t0xbySs9w7kLrmqgLj-EWywKvA0g0wJyknfxjpx56od08uFRWzGIY/s320/5-27-2011+3-38-36+PM.png" width="320" /></a>
</div><div class="separator" style="clear: both; text-align: center;"></div><li>Field Mappings. Map the fields from your Slideshare form to Eloqua fields. You may want to create some new Eloqua fields that you can pass the Slideshare Campaign ID to. Make sure you click on Save Settings.</li>
<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEUhOc2Pgng15mOQINvHeaozifVKPZuImszYJq0laKS9XrGZVuzML51ere8AZvPwqKXRhKgEOxuNgeK6fHTPr8FOelltNhOxpKpAsUmpc5rEQTeac2ikO3-O2FjVEyArILNXKo0P0D_2E/s1600/5-27-2011+3-46-00+PM.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="176" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEUhOc2Pgng15mOQINvHeaozifVKPZuImszYJq0laKS9XrGZVuzML51ere8AZvPwqKXRhKgEOxuNgeK6fHTPr8FOelltNhOxpKpAsUmpc5rEQTeac2ikO3-O2FjVEyArILNXKo0P0D_2E/s320/5-27-2011+3-46-00+PM.png" width="320" /></a></div><li>Test it. Fill out the form on Slideshare and then in the Run Step tab, click on "Full Run". Run a few tests to see if it's working. When you're happy with the results, just go to the Credentials tab to click "Enable Step" to enable it to run automatically. That's it! </li>
</ol><div>You can also go into Eloqua and see if a contact has been added to the Contact Group / Shared List. To pass these contacts to your CRM, you can add this Contact Group / Shared List as a feeder into your CRM integration program. You can also create a Program or a Campaign and feed in these contacts to a nurturing program - the sky is the limit.</div><div><br />
</div>Chadhttp://www.blogger.com/profile/03192337361852995222noreply@blogger.com8tag:blogger.com,1999:blog-1219593209707974691.post-31922895097296459252011-05-16T09:00:00.004-04:002011-05-16T18:10:13.602-04:00ReadyTalk and Eloqua IntegrationThe vision of <a href="http://www.eloqua.com/revenue-performance-management/">revenue performance management</a> is one that we've been talking about for a while now, and I often find myself in conversation where people are asking what it means tactically. What needs to change in the day to day world that we're used to if we are to drive towards the strategic vision of RPM. One of the easiest examples there is webinar integration. Webinars are a core part of most B2B marketers' daily activities. More importantly, however, engagement in an webinar provides very relevant digital body language on buyers throughout their education process.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgP-wx3mUPi8BVHEUfErqeLfo7ekIr8GsxQCsqCHWJMcHLio-u2MDoY0HMMqwL5WZ0jXSKwyW5JZU4kaeK95HWMI9WKQ50J4iRumVHjVlpDz8JCMWSoVAEghdAyhpx9C8zRzW_FnTkPpHg/s1600/ReadyTalkProgram1.jpg"><img style="float: right; margin: 0pt 0pt 10px 10px; cursor: pointer; width: 168px; height: 334px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgP-wx3mUPi8BVHEUfErqeLfo7ekIr8GsxQCsqCHWJMcHLio-u2MDoY0HMMqwL5WZ0jXSKwyW5JZU4kaeK95HWMI9WKQ50J4iRumVHjVlpDz8JCMWSoVAEghdAyhpx9C8zRzW_FnTkPpHg/s400/ReadyTalkProgram1.jpg" alt="" id="BLOGGER_PHOTO_ID_5607146782696052882" border="0" /></a>If you use <a href="http://www.readytalk.com/">ReadyTalk </a>as your system for webinars or virtual events, you will be happy to hear that it is the latest addition to our suite of webinar <a href="http://blog.eloqua.com/cloud-connectors-steven-woods/">cloud connectors</a>. Now, Eloqua can be used as your marketing automation platform to promote and drive attendance for events, while ReadyTalk is used to run the event itself. The data on who registered and who attended can be seamlessly and automatically moved between both systems.<br /><br />A prospect who registered but did not attend can be sent a “sorry we missed you” rather than a “thanks for attending” email, while a prospect who dropped off after only 5 minutes might respond well to a follow-up proposing a different set of topics that might be more appealing. Similarly, lengthy attendance combined with engagement such as asking and answering a number of questions is a great indicator of high interest and likely purchase intent.<br /><br />Specifically, to integrate Eloqua's marketing automation capabilities with ReadyTalk's webinar capabilities, you now have 3 cloud connector steps to use at your convenience:<br /><br />- Register Attendee: Registers a contact who is in that step of a program with a specific event in ReadyTalk.<br /><br />- Query Attendance: Looks at each contact in that step of the program and queries ReadyTalkto see if they attended the event and for how long.<br /><br />- All Attendees Feeder: Automatically pulls a list of all people who attended a particular ReadyTalk webinar and feeds them in to Eloqua as contacts and places them into a group (where of course they can be fed automatically into a program for follow-up nurturing). Again, for each attendee, the information captured includes how long they attended the event.<br /><br />To get started, you’ll need the Cloud Connector installed in your Eloqua instance. This is very easy to do, see the recent post on <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">Cloud Connector Installation instructions</a> for how to add a new Cloud Connector to your install. The Cloud Connector we’ll be looking at here is available on our repository of interesting connectors: <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a>. They are free to use, just create an account.<br /><br />Under Communication, you'll find ReadyTalk: Register, and Query Attendance, while under Feeder, you’ll find ReadyTalk: All Viewers – those are the connectors we’ll be working with, and the ones to install.<br /><br />Once you have them installed, you can begin using them within your webinar invitation and management program. The cloud connector steps for ReadyTalk integration can be plugged into your marketing automation program at whatever points make sense, so be sure to whiteboard what you want to have happen and use the steps accordingly.<br /><br />Likely, you’ll want to use a ReadyTalk: Register step when the buyer has indicated that they are interested in attending, perhaps by clicking a link or submitting a form.<br /><br />You’ll want to run the ReadyTalk: Query step after the event has taken place to see who attended and for how long. That data can be used to guide prospects down unique follow-up paths depending on their behavior.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6Zr78LzXR5_psSRG5kAyvUK6dxVtfuCSRJ9f9hY5gXhk_a5U_wtaOCkDL1SXNeMq_xKjp0zZrzaWQNF5mkcr7aJMAacoE7rSSOa23MshnYKtcNHGTJf3LSFLESmP2hGqeG0UACwq6u70/s1600/ReadyTalkProgram2.jpg"><img style="cursor: pointer; width: 400px; height: 323px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6Zr78LzXR5_psSRG5kAyvUK6dxVtfuCSRJ9f9hY5gXhk_a5U_wtaOCkDL1SXNeMq_xKjp0zZrzaWQNF5mkcr7aJMAacoE7rSSOa23MshnYKtcNHGTJf3LSFLESmP2hGqeG0UACwq6u70/s400/ReadyTalkProgram2.jpg" alt="" id="BLOGGER_PHOTO_ID_5607145954283040658" border="0" /></a><br /><br />Now, for each step, you’ll need to configure the Cloud Connector to do what you need. Each connector is roughly the same, but with slightly different options, but once you have one figured out the rest will be simple. For the sake of simplicity, we’ll walk through the ReadyTalk: Query step. Choose Cloud Connector as a step type, and pick ReadyTalk Query from the drop-down below (if you have installed the connector in your Eloqua instance as we discussed earlier). Click the Configure button to launch the configuration UI.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEis-KzpjDZ8lPu8cJDBBkt_nltT9SC6QiSMwquay1ZamHZDLnU2RtdzZlp7hChdX3ePFqhuErqAhkhFXvtN2VCQWI-YlhqQqK7hQEjtIPqHB5a_l-fPnYRnkozN1KFR74U-UQ6GdNrvryQ/s1600/ReadyTalkProgramStepAction.jpg"><img style="cursor: pointer; width: 400px; height: 200px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEis-KzpjDZ8lPu8cJDBBkt_nltT9SC6QiSMwquay1ZamHZDLnU2RtdzZlp7hChdX3ePFqhuErqAhkhFXvtN2VCQWI-YlhqQqK7hQEjtIPqHB5a_l-fPnYRnkozN1KFR74U-UQ6GdNrvryQ/s400/ReadyTalkProgramStepAction.jpg" alt="" id="BLOGGER_PHOTO_ID_5607145951474604178" border="0" /></a><br />The connector will need to be configured with your ReadyTalk credentials, including the Toll free number, Access Code, and PIN. These are the same credentials that you would use to access your ReadyTalk account normally.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhs0W4_eSZ_qHqTvlUDjqr6YBfhTe11MvElV7y6-X2RZ7JIJTqWvzkwjsyrjSLmYX4a12X1oIiYdV28MugnxNhsdApJmUHDtP8E2WLM3NiLXA9-0d5bOHjIRuzFvFEbILIxXln1ag9UReE/s1600/ReadyTalkConfigSetup.jpg"><img style="cursor: pointer; width: 400px; height: 172px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhs0W4_eSZ_qHqTvlUDjqr6YBfhTe11MvElV7y6-X2RZ7JIJTqWvzkwjsyrjSLmYX4a12X1oIiYdV28MugnxNhsdApJmUHDtP8E2WLM3NiLXA9-0d5bOHjIRuzFvFEbILIxXln1ag9UReE/s400/ReadyTalkConfigSetup.jpg" alt="" id="BLOGGER_PHOTO_ID_5607145948530239538" border="0" /></a><br />A final setting is where you want to store the returned information, in the contact record or in a custom data object (data card). If you're running many events, you'll want to use custom data objects to keep a full history of attendance.<br /><br />With that configured and saved, move to the field mappings tab, and choose the contact fields or custom data object fields that you want to read data from or write data to.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUod3FWQ5vHOfwLDSPUnmicZ98_1YkZwbDz06IENiJufBRANpN-f39Dd31cl0S4boiwaaOSqLiIQFJzvoNTHdaCF2NDpBp31miK9Vg7ZWbrp7r_xDejcqe1JmkZ9H9O21eqpiqPbo4_cA/s1600/ReadyTalkFieldMapping.jpg"><img style="cursor: pointer; width: 400px; height: 160px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUod3FWQ5vHOfwLDSPUnmicZ98_1YkZwbDz06IENiJufBRANpN-f39Dd31cl0S4boiwaaOSqLiIQFJzvoNTHdaCF2NDpBp31miK9Vg7ZWbrp7r_xDejcqe1JmkZ9H9O21eqpiqPbo4_cA/s400/ReadyTalkFieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5607145943693035202" border="0" /></a><br />That's all that's needed to have full integration between your ReadyTalk webinars and your Eloqua marketing automation. You can go over to the Run Step tab to run the integration manually a few times to make sure it's all working. This shows you the results you will be pulling back into Eloqua or lets you manually run the step to check that it's all configured correctly.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBoQJnABUKslZVsAC1T6FcmTZS3gSui_lo38m-IcEC87w1qiJrw6ft7VWClR20PT3DRou3ou2gU7D28a2ZChKOw9FlxDsYJ3lKBmRGGy9DCiAMUk2WldzpGOX6p4WLQz1swCkPHWjNugM/s1600/ReadyTalkResults.jpg"><img style="cursor: pointer; width: 400px; height: 120px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBoQJnABUKslZVsAC1T6FcmTZS3gSui_lo38m-IcEC87w1qiJrw6ft7VWClR20PT3DRou3ou2gU7D28a2ZChKOw9FlxDsYJ3lKBmRGGy9DCiAMUk2WldzpGOX6p4WLQz1swCkPHWjNugM/s400/ReadyTalkResults.jpg" alt="" id="BLOGGER_PHOTO_ID_5607145940976336466" border="0" /></a><br /><br />When you're happy with the results, just go to the Credentials tab to click "Enable Step" to enable it to run automatically.<br /><br /><br />We'd love to hear your feedback on this connector, what can be improved, and what else you need it to do.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com1tag:blogger.com,1999:blog-1219593209707974691.post-16316779633875275912011-05-03T10:30:00.000-04:002011-05-03T10:30:01.728-04:00Math Equations within Marketing Automation<a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEic8P6KERMPYQ3RcQaXzHAFETn59mVo_RR8wigAuHWIvvc5Mv3fGTm3MGcHRTbohPbNSGO51zyrhQW8aqwK9yQjUx5x6pgrhuss8vTgLkdM4mvUsuXjTTWyj3vi9Apl1v39kJJXtLgFk_w/s1600/MathBlackboard.jpg"><img style="float: right; margin: 0pt 0pt 10px 10px; cursor: pointer; width: 287px; height: 206px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEic8P6KERMPYQ3RcQaXzHAFETn59mVo_RR8wigAuHWIvvc5Mv3fGTm3MGcHRTbohPbNSGO51zyrhQW8aqwK9yQjUx5x6pgrhuss8vTgLkdM4mvUsuXjTTWyj3vi9Apl1v39kJJXtLgFk_w/s400/MathBlackboard.jpg" alt="" id="BLOGGER_PHOTO_ID_5556901686338175986" border="0" /></a>When you begin to build a high performance <a href="http://www.eloqua.com/revenue-performance-management/">revenue engine</a> for your business, you can often run into situations where you need to do a little bit of basic math with your lead data. Perhaps it’s a <a href="http://www.eloqua.com/topics/lead-scoring.html">lead scoring algorithm</a> that needs to find the maximum score across a few sub criteria. Perhaps you want to find the revenue per employee for a business by dividing one number by another. Perhaps you want to analyze your leads based on an average score across 5 product lines. Perhaps you want to calculate the distance from a store location to a contact’s location by looking at their longitude/latitude. Whatever the case, having access to a completely generic set of math functions that you can run against your contact data is valuable in many ways.<br /><br />Now, with a new Cloud Connector, Eloqua makes that possible. As the first <a href="http://www.eloqua.com/topics/marketing-automation.html">marketing automation</a> platform to offer a completely generic mathematical expression language that can be used to create any formula you want, you can now do the nurturing, analysis, and scoring that you want by creating exactly the mathematical expressions that you need.<br /><br />To get started, you’ll need to snap the Math Function Contact Cloud Connector into your install. This is available on the <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> library, and you can snap it into your Eloqua install using the <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">standard Cloud Connector installation steps</a> that we covered earlier.<br /><br />With the generic Math Function Cloud Connector installed, you can then add any step you’d like to any program you are running. The Cloud Connector will run any mathematical equation you specify against the data in any contact that flows into that step and return the result to another field within the contact.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgoW57Ybis9RKPb_NT-lruEO8UVR8j1gOCPWO3kdt6s0Vga5gwFpKy-Nj3Bj9sn0-hEh_OlRbAN_eEGqrhJybaNja4u-na55yVrPwadcJGDPFKrA6E2FpqF3RMAJZuuxsU48woXM8Ttjj0/s1600/MathFunctionProgramFlow.jpg"><img style="cursor: pointer; width: 163px; height: 92px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgoW57Ybis9RKPb_NT-lruEO8UVR8j1gOCPWO3kdt6s0Vga5gwFpKy-Nj3Bj9sn0-hEh_OlRbAN_eEGqrhJybaNja4u-na55yVrPwadcJGDPFKrA6E2FpqF3RMAJZuuxsU48woXM8Ttjj0/s400/MathFunctionProgramFlow.jpg" alt="" id="BLOGGER_PHOTO_ID_5556900683081064066" border="0" /></a><br />Within the step in your marketing automation program, choose Cloud Connector as a type and then select the Math Function connector from the dropdown list. This will then show a configuration button that you can then use to configure what fields the connector uses for input data and the output result, and what the function is that will be run on the steps.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEis_wmt1MGIIIuj7kGh1bEgYtfW8z4r5uYM4bxQKHPTe0HXXIYfntyOkyuuJ52J5BoCErA72DINMbUFvHcuHkYEvYY-9zkl4bgeNvolT13Pzd6p_e5ygD4aP7JLud8PqqyF1_-sU6Ji6KA/s1600/MathFunctionProgramStepConfig.jpg"><img style="cursor: pointer; width: 400px; height: 192px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEis_wmt1MGIIIuj7kGh1bEgYtfW8z4r5uYM4bxQKHPTe0HXXIYfntyOkyuuJ52J5BoCErA72DINMbUFvHcuHkYEvYY-9zkl4bgeNvolT13Pzd6p_e5ygD4aP7JLud8PqqyF1_-sU6Ji6KA/s400/MathFunctionProgramStepConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5556900679558972738" border="0" /></a><br />Once you have input your credentials and created the step, the configuration screen is very simple. It provides you with a text box to define any math function you want. Use any combination of basic or advanced mathematical operations (you can access a full list from this screen using the help link), including +, -, *, /, and ^ for simple math, any type of parenthesis for grouping, Boolean operations <, >, =, &, |, !, trigonometry functions like SIN, COS, and TAN, logarithmic functions and many more.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhxQuUC7CtRs2Oj7PWWeJ7-GmR1iU6QMrAID0ryrIFgGHskQt1zBErlUkMzPpFfzXCRhpRlSZqPdL9QdW2wdA3c4_RuRWJXX8hY1xHF4LuQvnoxOzK6bpGeAYDULNbu0GSJjasjceliC4/s1600/MathFunctionConfiguration.jpg"><img style="cursor: pointer; width: 400px; height: 135px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhxQuUC7CtRs2Oj7PWWeJ7-GmR1iU6QMrAID0ryrIFgGHskQt1zBErlUkMzPpFfzXCRhpRlSZqPdL9QdW2wdA3c4_RuRWJXX8hY1xHF4LuQvnoxOzK6bpGeAYDULNbu0GSJjasjceliC4/s400/MathFunctionConfiguration.jpg" alt="" id="BLOGGER_PHOTO_ID_5556900669468404034" border="0" /></a><br />Write out the expression that you want using A, B, C, D, and E to represent up to 5 variables that will be input from the contacts in the step, and then move to the field mappings page to select those fields.<br /><br />On the field mapping page, select the contact fields (must be numeric fields) that these variables will be populated from. If you need less than 5, just leave the values blank. Also select the field that the result will be written back to.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1fhZ6bJGbTwAG4IwgEQLh19vVRpnGFgQZ9iBagjuj-NIRMJHgL07iU12ac_j6U_pEJsHNqZNtdtBpoUrugQ8O5oS2LdpEfov5YMGm-RjLv9bMJUat9pEszUc91l7IwZsUXUu2Iw1Mlis/s1600/MathFunctionFieldMapping.jpg"><img style="cursor: pointer; width: 400px; height: 181px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1fhZ6bJGbTwAG4IwgEQLh19vVRpnGFgQZ9iBagjuj-NIRMJHgL07iU12ac_j6U_pEJsHNqZNtdtBpoUrugQ8O5oS2LdpEfov5YMGm-RjLv9bMJUat9pEszUc91l7IwZsUXUu2Iw1Mlis/s400/MathFunctionFieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5556900664179181090" border="0" /></a><br />You can use the “Run Step” tab to experiment with the contacts in your step and ensure that you’re getting the results you expected. If there are any errors in the formula that you keyed in, they will show up in the error field of the results page.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMkW4ZyHFHZRwHZ8xHfNmP61VSzqjuT0K7T5Xq8GPjCZvGsl-6JYLLabVaBTOPZtMDw_lmq8jsN1Jzec28AkXShP6wghf65XLwXWEQOHIpkvU7MPpXrbD5AblhXVbm1AF_MbH3ni98aVQ/s1600/MathFunctionResult.jpg"><img style="cursor: pointer; width: 400px; height: 185px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMkW4ZyHFHZRwHZ8xHfNmP61VSzqjuT0K7T5Xq8GPjCZvGsl-6JYLLabVaBTOPZtMDw_lmq8jsN1Jzec28AkXShP6wghf65XLwXWEQOHIpkvU7MPpXrbD5AblhXVbm1AF_MbH3ni98aVQ/s400/MathFunctionResult.jpg" alt="" id="BLOGGER_PHOTO_ID_5556900665622568354" border="0" /></a><br />When you are ready, go to the Credentials tab and check off the “Enable” checkbox to allow this step to run automatically.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5qz9M_APWB3ps-cjBO7Eof01P3-0D-ixJ0nom70A6X2l0dDcnv_5av4N_CwvoJf-OiKs0a73tJwjd2EcYtQFpEX6d5TYhQOZDLJ9EPndEUZYjM06Bvma5FpsNHF5p-_Fc1ms4IGqw7xI/s1600/Jigsaw_Enable.jpg"><img style="cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5qz9M_APWB3ps-cjBO7Eof01P3-0D-ixJ0nom70A6X2l0dDcnv_5av4N_CwvoJf-OiKs0a73tJwjd2EcYtQFpEX6d5TYhQOZDLJ9EPndEUZYjM06Bvma5FpsNHF5p-_Fc1ms4IGqw7xI/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5556901230764848130" border="0" /></a><br /><br />That’s all you need to do to have immediate access to a completely generic set of mathematical expressions within your marketing automation programs. Please keep the feedback coming, and I look forward to seeing at least one creative use of advanced math expressions being celebrated at next year’s <a href="http://www.eloquaexperience.com/content/markies">Markie gala</a>.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com1tag:blogger.com,1999:blog-1219593209707974691.post-46989668254131345682011-04-18T09:00:00.001-04:002011-04-18T09:00:13.159-04:00Rapleaf Consumer Interest Data within Marketing Automation<a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZBBcG5Qay1aLrmaWaUEs0XdP41trmyhZDSbJ8o9SbXKU_5g-gQEAV2WU5QfCe5_CgasetG6CHIosrhXo9J8fYafw5I_Bbrb8XLPbLBOnSwzbKk6RIt4UOFDPPJE7i8bM2fgcKjRDhdds/s1600/RapleafLogo.jpg"><img style="float: right; margin: 0pt 0pt 10px 10px; cursor: pointer; width: 320px; height: 86px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZBBcG5Qay1aLrmaWaUEs0XdP41trmyhZDSbJ8o9SbXKU_5g-gQEAV2WU5QfCe5_CgasetG6CHIosrhXo9J8fYafw5I_Bbrb8XLPbLBOnSwzbKk6RIt4UOFDPPJE7i8bM2fgcKjRDhdds/s400/RapleafLogo.jpg" alt="" id="BLOGGER_PHOTO_ID_5556955704641662690" border="0" /></a>If you’re marketing to consumers, understanding their interests, demographics, and location is important if not vital. However, when working online, you are often challenged with the fact that you’re working with little more than an email address. Translating a bare email address to that level of insight requires a database that is specially built for the purpose. That’s where <a href="http://www.rapleaf.com/">Rapleaf</a>, a provider of demographic and interest data from social media comes in.<br /><br />Rapleaf works from an email address to parse the social web and return data on an individual’s location, age, gender, interests, and other data. This data is now immediately available via a Cloud Connector from within your marketing automation programs in Eloqua. With the data available, you can then communicate, personalize, nurture, and score accordingly, resulting in a significant boost in your results.<br /><br />To get started, just snap in the Rapleaf Cloud Connector into your Eloqua instance using the typical way to <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">install a Cloud Connector</a>. You’ll find it on <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a>, Eloqua’s library of Cloud Connectors, under Contact Data. With the connector installed, you can begin building a marketing automation program to take advantage of the connector.<br /><br />To do that, add in a step into your program that grabs data from Rapleaf. The data on age, gender, and location is provided for free, and with it, a flag of “Data Available” is provided for any data field that has premium data available for it. Rapleaf will provide you with “API Keys” to access your data, and each key has access to different data fields with different price points per query. Be sure to start with a key that only has access to free data so you can first see if any data is available. If data is available, you can requery for it with a different key that has access.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0km_DV8KQCvbzLuy_c0yX6hnpQS1H3aiM7ZnILckRELF3ShRQnZjZrlFcCeXC80SD4qjRw8unCLa4wWkM2IyFIIEVTdTT05WoqLqhzuwioI2jKgSnVgc8qFZTdGG2rl8dQAeTE841hk4/s1600/RapleafProgramFlow.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 332px; height: 345px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0km_DV8KQCvbzLuy_c0yX6hnpQS1H3aiM7ZnILckRELF3ShRQnZjZrlFcCeXC80SD4qjRw8unCLa4wWkM2IyFIIEVTdTT05WoqLqhzuwioI2jKgSnVgc8qFZTdGG2rl8dQAeTE841hk4/s400/RapleafProgramFlow.jpg" alt="" id="BLOGGER_PHOTO_ID_5556954139709167842" border="0" /></a><br />For each step that queries Rapleaf, select Cloud Connector as your step type, and select Rapleaf Data Append as the connector type. This will give you access to the configuration button that lets you configure the connector.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsR1LdXbgKEuFcJJarOo2w6uDdUf9w-qr2-W8mgUm4kXhJbi4Z6b8gRrJvsUQikvXrzIWAayR_7QYS2i7YLFaCPf7tcFvkBaO0qjMMWOmQQ42YhKBxHrkXaa3WuVgDo9IuNtw1koisP4c/s1600/RapleafProgramStepConfig.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 199px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsR1LdXbgKEuFcJJarOo2w6uDdUf9w-qr2-W8mgUm4kXhJbi4Z6b8gRrJvsUQikvXrzIWAayR_7QYS2i7YLFaCPf7tcFvkBaO0qjMMWOmQQ42YhKBxHrkXaa3WuVgDo9IuNtw1koisP4c/s400/RapleafProgramStepConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5556954131159386066" border="0" /></a><br />For configuration, paste in your API key from Rapleaf, and indicate whether you want to store the returned data in contact fields or in an attached custom data object (data card).<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhr_ncD9CGCaQYfybroftG0FHZJtEE67NDqIsUNNdNpC4RS2SSIz5Dq7chnDoR27r1I-1AVGOiiKBFI07zPJ8VmzmbCGnxVPtaiKpwuuZxeKuqRc1NgDCumX2G4Qaxu3THvWuIAsfrpkNs/s1600/RapleafConfiguration.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 115px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhr_ncD9CGCaQYfybroftG0FHZJtEE67NDqIsUNNdNpC4RS2SSIz5Dq7chnDoR27r1I-1AVGOiiKBFI07zPJ8VmzmbCGnxVPtaiKpwuuZxeKuqRc1NgDCumX2G4Qaxu3THvWuIAsfrpkNs/s400/RapleafConfiguration.jpg" alt="" id="BLOGGER_PHOTO_ID_5556954132752318226" border="0" /></a><br />With that selected, under the field mappings tab, you can select what fields, on the contact or the custom data object, you would like your data returned into. Note that most of the data fields, even if they appear to be numeric (like Age and Income) are actually delivered as ranges ("35-40"), so they are text fields not numbers.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSGBFvegewZIc62juJrdZKLNz2V0pYPO2kGpaABs0HR4lMqw9MlFZsypO0fPz4CU4xgDRyuc448MVta81EflHmKq3MrdnpO6WXBf1jQrphQ4ORr2H5f6PS2KW5rMXj_WZe8n8pH6qxG8E/s1600/RapleafFieldMapping.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 233px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSGBFvegewZIc62juJrdZKLNz2V0pYPO2kGpaABs0HR4lMqw9MlFZsypO0fPz4CU4xgDRyuc448MVta81EflHmKq3MrdnpO6WXBf1jQrphQ4ORr2H5f6PS2KW5rMXj_WZe8n8pH6qxG8E/s400/RapleafFieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5556954129501869570" border="0" /></a><br />If data is available, but your Rapleaf API key does not have access to it, you will see a value of “Data Available” returned. You can use this value in guiding decision rules within your marketing automation programs in order to decide whether to requery Rapleaf to get the additional data.<br /><br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj5TYTAvV8kb4mXzokbATNx0QbFMHklCrlJ1EtuZy9PwACD7aM_o9xcFxIhvruWFFLrNuSJWtgpBGcWUaHpB2UtrISOSNChQXZDoD3ABj1VkKYo49ot7AkemL7ZAVbNhHNhrZl3tF3gNiU/s1600/RapleafDataAvailable.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 269px; height: 140px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj5TYTAvV8kb4mXzokbATNx0QbFMHklCrlJ1EtuZy9PwACD7aM_o9xcFxIhvruWFFLrNuSJWtgpBGcWUaHpB2UtrISOSNChQXZDoD3ABj1VkKYo49ot7AkemL7ZAVbNhHNhrZl3tF3gNiU/s400/RapleafDataAvailable.jpg" alt="" id="BLOGGER_PHOTO_ID_5556954125299948802" border="0" /></a><br /><br />With that set up, you can use the “Run Step” tab to manually run the connector a few times to make sure it all works as intended, and then when you are happy with it, move to 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style="margin-bottom: 12pt;">Now, Rapleaf data on demographics, age, interests, and a variety of other fields will flow into your Eloqua marketing database automatically.<span style=""> </span>As soon as it’s there it is immediately available for segmentation, scoring, analysis, and nurturing.</p> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiOIa0xb7Fj86vlJcFnatVMq7zDsLdQH6L_gYyuOXTEzZ7P2itDmEsJUuKI3AjaEJXv22I581JL_wVH1gmlCLkP5Q8W7JUvntINjXDaODG6Y00adHHyYtf7orZCJ2uEvGq0dJvC5TgW4U/s1600/RapleafFinalResults.jpg"><img style="cursor: pointer; width: 400px; height: 356px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiOIa0xb7Fj86vlJcFnatVMq7zDsLdQH6L_gYyuOXTEzZ7P2itDmEsJUuKI3AjaEJXv22I581JL_wVH1gmlCLkP5Q8W7JUvntINjXDaODG6Y00adHHyYtf7orZCJ2uEvGq0dJvC5TgW4U/s400/RapleafFinalResults.jpg" alt="" id="BLOGGER_PHOTO_ID_5556958438944895122" border="0" /></a><br />Please keep your feedback coming on this Cloud Connector and any others you’d like to see.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com1tag:blogger.com,1999:blog-1219593209707974691.post-63051052160547574202011-04-12T09:00:00.001-04:002011-06-08T09:24:17.163-04:00Cvent Integration with Marketing AutomationAs the leading event management platform, <a href="http://www.cvent.com/">Cvent</a> serves the needs of event marketers everywhere. Many marketers work with both Eloqua and Cvent; Eloqua marketing programs providing the drive to compel attendees to register, and Cvent managing the event attendance, payments, and logistics.<br /><br />What is needed, however, is a way to immediately know, within Eloqua, when a person registers for the event in Cvent. This is critical as you will want the <a href="http://www.eloqua.com/topics/marketing-automation.html">marketing automation programs</a> that you are using to drive event attendance to cater themselves to the fact that the person has already registered.<br /><br />To do this now is easy, as there is an Eloqua/Cvent connector that automatically feeds registrants from Cvent into Eloqua and places them within a contact group. From there, they can be fed into a marketing automation program, used for analysis, or used as a reference in any follow-on communications.<br /><br />To get started, go to Feeder -> Cvent Registrant Feeder within <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> . Feeders do not require a Program Builder step as they just run on their own and feed data directly into Eloqua.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-mXsjjl5qD4yw_xnhAVjgRxsKFi8FpIHeIiFKWHf_tNFiHweqG26bjfNXzkJdQib-YAbyYVnQCQx6DW0ud9M5qXOpktDP18JY0e0ehzFpUyt5OF1ph_758MKBhGUV_Ol4adcmbOXG-tI/s1600/CventMenu.jpg"><img style="cursor: pointer; width: 400px; height: 305px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-mXsjjl5qD4yw_xnhAVjgRxsKFi8FpIHeIiFKWHf_tNFiHweqG26bjfNXzkJdQib-YAbyYVnQCQx6DW0ud9M5qXOpktDP18JY0e0ehzFpUyt5OF1ph_758MKBhGUV_Ol4adcmbOXG-tI/s400/CventMenu.jpg" alt="" id="BLOGGER_PHOTO_ID_5575900082777527570" border="0" /></a><br /><br />Create a new Cvent Registrant Feeder step, supply your Eloqua credentials, and specify how often you want the Feeder to run. Usually once a day is sufficient.<br /><br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-A0ztvBgYL6k6tTe70jkMBXsgJIvPBSQRTluY_vQYTN6t_GL03bD83oyU2sBcE0tG8OWljQS2JiyIurcmAkXxhPtDbmIvuGz_VxMM-6SC1C6-_l9k66OAXogaTSmA1MWuTeD-UZToa-0/s1600/CventFeederCreate.jpg"><img style="cursor: pointer; width: 400px; height: 205px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-A0ztvBgYL6k6tTe70jkMBXsgJIvPBSQRTluY_vQYTN6t_GL03bD83oyU2sBcE0tG8OWljQS2JiyIurcmAkXxhPtDbmIvuGz_VxMM-6SC1C6-_l9k66OAXogaTSmA1MWuTeD-UZToa-0/s400/CventFeederCreate.jpg" alt="" id="BLOGGER_PHOTO_ID_5575900079827111234" border="0" /></a><br /><br />In the configuration screen that appears next, add your Cvent account details. Note that this <span style="font-weight: bold;">MUST </span>be an API enabled account. Talk with your Cvent account rep if you do not have an API enabled account.<br /><br />In enabling your API account the Cvent team will need to specify which IP addresses should be allowed. Have them enable the following ranges:<br /><span style="font-size:85%;"><br />65.55.*.*<br />65.54.*.*<br />65.52.*.*<br />70.37.*.*<br />207.46.*.*<br />209.240.*.*</span><br /><br />For those familar with CIDR notation, the precise ranges are as follows (note that <span style="font-size:85%;">65.55.80.0/20 does NOT mean </span><span style="font-size:85%;">65.55.80.0 to </span><span style="font-size:85%;">65.55.80.20</span>):<br /><br /><span style="font-size:85%;">65.55.80.0/20<br />65.54.48.0/21<br />65.55.64.0/20<br />70.37.48.0/20<br />70.37.64.0/18<br />65.52.32.0/21<br />70.37.160.0/21<br />207.46.192.0/20<br />65.52.0.0/19<br />65.52.48.0/20<br />65.52.192.0/19<br />209.240.220.0/23</span><br /><br />With an API account specified, hit Save to refresh the list of available events in Cvent, and select the event you are interested in pulling data for. Specify whether you want the bulk of the attendance information stored in the contact record or within a custom data object, and select a Contact Group to place the retrieved contacts into.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEihapf0UWPfB6MXZP2f5I8pVD_YKnAflhPB2NCYrPYyVt0txqMX8dyKK_8X80S7BBpVXlDSj2uf6eriAHh0eQJJ9TNFsw_EVMV396sybVR1oVcKqMGZbQdX-_LyH2lDab1ia4hx38Mwkak/s1600/CventConfiguration.jpg"><img style="cursor: pointer; width: 400px; height: 186px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEihapf0UWPfB6MXZP2f5I8pVD_YKnAflhPB2NCYrPYyVt0txqMX8dyKK_8X80S7BBpVXlDSj2uf6eriAHh0eQJJ9TNFsw_EVMV396sybVR1oVcKqMGZbQdX-_LyH2lDab1ia4hx38Mwkak/s400/CventConfiguration.jpg" alt="" id="BLOGGER_PHOTO_ID_5575900073369564530" border="0" /></a><br /><br />On the Field Mappings tab, specify the contact fields, or custom data object fields that should be used to store the information from Cvent. A wide variety of demographic, attendance, and participation information is retrieved.<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZtRKadFTxUdCpCGeK5cHPGj-5yj8q03dEwIjW1LRjPdI4y3Njo75BRU4Z-653L58hOGTM-RXlj3eJSZoFxKNOqdQGVselg3roDyVvKcQMzTJAjX3VdmB7l3VmJI1eN59-SRPFipW4KFk/s1600/CventFieldMapping.jpg"><img style="cursor: pointer; width: 400px; height: 280px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZtRKadFTxUdCpCGeK5cHPGj-5yj8q03dEwIjW1LRjPdI4y3Njo75BRU4Z-653L58hOGTM-RXlj3eJSZoFxKNOqdQGVselg3roDyVvKcQMzTJAjX3VdmB7l3VmJI1eN59-SRPFipW4KFk/s400/CventFieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5575900067223476434" border="0" /></a><br /><br /><br />With this set up, you can use the Run tab to test run your feeder. You will see within Eloqua, the people who registered for, and/or attended your event show up automatically.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3Nig8cg06XWkLl_NbIQ5wAnb2U06SNXfBKX9Pd2AbWgVpAU8mi8LUgjyfY_rvTucj5ZG62mqFk8I4B2jeelF4z2SVCLIkSjT0OYAqrXUb3YDcQrZEksnKdy6UvuaMILLP4GmE0aUI92k/s1600/CventResultsEloqua.jpg"><img style="cursor: pointer; width: 400px; height: 178px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3Nig8cg06XWkLl_NbIQ5wAnb2U06SNXfBKX9Pd2AbWgVpAU8mi8LUgjyfY_rvTucj5ZG62mqFk8I4B2jeelF4z2SVCLIkSjT0OYAqrXUb3YDcQrZEksnKdy6UvuaMILLP4GmE0aUI92k/s400/CventResultsEloqua.jpg" alt="" id="BLOGGER_PHOTO_ID_5575900052720297138" border="0" /></a><br /><br />To have this run automatically on the schedule you originally specified, go to the Credentials tab and select the Enable Step checkbox.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQCDZWTU-nqSbx7YiUmZAZzLRsA3LpWoBGqPMQTbzN1W4yaQV1VroStMiPVkpRTEts8tM9FCg6DR_Lg6ao1jfcA7DE2DIHLRrzIH0ClFfeKLdhQcVL3JSACH-ULp3-5c1D1SuHLDPu11E/s1600/Jigsaw_Enable.jpg"><img style="cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQCDZWTU-nqSbx7YiUmZAZzLRsA3LpWoBGqPMQTbzN1W4yaQV1VroStMiPVkpRTEts8tM9FCg6DR_Lg6ao1jfcA7DE2DIHLRrzIH0ClFfeKLdhQcVL3JSACH-ULp3-5c1D1SuHLDPu11E/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5575900184700661506" border="0" /></a><br /><br />With this automated connection set up, you will be able to better cater your event marketing to what is happening with your Cvent registrations in real time. Please don't hesitate to provide feedback as you explore better ways to run your events now that Cvent and Eloqua can be seamlessly connected.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com8tag:blogger.com,1999:blog-1219593209707974691.post-49540130644974871652011-04-04T09:00:00.006-04:002011-04-04T09:00:07.633-04:00String Concatenation in Marketing AutomationRecently we looked at a <a href="http://eloqua.blogspot.com/2011/03/string-manipulation-in-marketing.html">string manipulation Cloud Connector</a> that allowed trim, search and replace, and regular expression (RegExp) functions against string values in Eloqua contact records. To add to this capability, we also have a <a href="http://eloqua.blogspot.com/2010/06/eloqua-cloud-connectors.html">Cloud Connector</a> that allows for concatenating multiple values from different fields together into a combined value.<br /><br />To add this connector, follow the <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">normal process for adding a Cloud Connector</a>, using the configuration URL you can find at <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> under Product -> Contact Data -> String Concatenate.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijgE4Sb7B20EOjfhet32cd_teielXY9r_l7J3WZ3lsXvzDoVufgumeE51wyzx427tMGf8fqvONwtGXh39HPVz8dKn9IKNt9Okxbdks0K5nJqH3U845UIE_7OYJqZcRrIfQZHHYaJdGQ3c/s1600/StringConcatenationMenu.jpg"><img style="cursor: pointer; width: 400px; height: 305px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijgE4Sb7B20EOjfhet32cd_teielXY9r_l7J3WZ3lsXvzDoVufgumeE51wyzx427tMGf8fqvONwtGXh39HPVz8dKn9IKNt9Okxbdks0K5nJqH3U845UIE_7OYJqZcRrIfQZHHYaJdGQ3c/s400/StringConcatenationMenu.jpg" alt="" id="BLOGGER_PHOTO_ID_5583652655425508306" border="0" /></a><br /><br /><br />With the connector installed, begin using it by simply adding a step to your marketing automation program at any point you'd like to concatenate string values within contacts in the program.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLdWdfrR_pEQoMZWiBh1l6TxzI5FSWPuiz2B7LF0I-Fb8-w9IYmdiV1xpDVHZwB4sju4LK-DfM7ncXEazn5ekJ19GQ8GZGOQuVLIewHVJVQ7deNktGEZ5JzbmgePenEDMDYpXTJT0iLLQ/s1600/StringConcatenationProgramStep.jpg"><img style="cursor: pointer; width: 160px; height: 84px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLdWdfrR_pEQoMZWiBh1l6TxzI5FSWPuiz2B7LF0I-Fb8-w9IYmdiV1xpDVHZwB4sju4LK-DfM7ncXEazn5ekJ19GQ8GZGOQuVLIewHVJVQ7deNktGEZ5JzbmgePenEDMDYpXTJT0iLLQ/s400/StringConcatenationProgramStep.jpg" alt="" id="BLOGGER_PHOTO_ID_5575899051784244114" border="0" /></a><br /><br />For this step, set its step type as Cloud Connector, and select String Concatenate as the Cloud Connector step type from the drop-down list. Now, click Configure to begin configuring the rules for your step.<br /><br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh8ss1qaLyG_m9eN2wwpdzXzbSyWV7FU-Jq__XtYia1uPs7Ou8GMmmEPkGU9uA_j97HEGDR3WIz6XMiM9c0WcOWLKOpK171_fhuBp5B4J4VRwGdzkbcg9I7TUi-6apPMxUXH81zZiywzNk/s1600/StringConcatenationProgramStepConfig.jpg"><img style="cursor: pointer; width: 400px; height: 214px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh8ss1qaLyG_m9eN2wwpdzXzbSyWV7FU-Jq__XtYia1uPs7Ou8GMmmEPkGU9uA_j97HEGDR3WIz6XMiM9c0WcOWLKOpK171_fhuBp5B4J4VRwGdzkbcg9I7TUi-6apPMxUXH81zZiywzNk/s400/StringConcatenationProgramStepConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5575899065167615362" border="0" /></a><br /><br />Under the configuration tab, you can define the structure of the final string you're interested in creating. Use [A], [B], [C], [D], and [E] to represent the values you'll be passing in from other contact fields, and then add any other text you'd like to the string concatenation rule.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmvPwydJ93rJvRV0MdS8O6ceeDhL55qVEzQdNwJBjVgkZNtZdHHrpBHC-SrDDAJ7fbqH-LLTarNF945AWc8xzwjO_QosAyf3oYyjad1G8n9utD-KW2RvC61qfzPg0pSPkyu_RSEj5sizM/s1600/StringConcatenationConfig.jpg"><img style="cursor: pointer; width: 400px; height: 168px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmvPwydJ93rJvRV0MdS8O6ceeDhL55qVEzQdNwJBjVgkZNtZdHHrpBHC-SrDDAJ7fbqH-LLTarNF945AWc8xzwjO_QosAyf3oYyjad1G8n9utD-KW2RvC61qfzPg0pSPkyu_RSEj5sizM/s400/StringConcatenationConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5575899048857229698" border="0" /></a><br /><br />On the Field Mappings tab, simply configure the fields that you'd like to use for each variable, A, B, C, D, and E, and the field you'd like to return the results to.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJML6kDu8yV-QJBqurh9tRMa2YNGRqigpFkmhT6RT2XM5f_n_0t9Dg7oUwyA325Glb-vH27EP-pxZDwty9BA-Ft7F9wQuZ6uGWxqg5Atbs63Ivh4kxZnBzEECiehnmWJ1nQokfoLPMBS8/s1600/StringConcatenationFieldMapping.jpg"><img style="cursor: pointer; width: 400px; height: 227px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJML6kDu8yV-QJBqurh9tRMa2YNGRqigpFkmhT6RT2XM5f_n_0t9Dg7oUwyA325Glb-vH27EP-pxZDwty9BA-Ft7F9wQuZ6uGWxqg5Atbs63Ivh4kxZnBzEECiehnmWJ1nQokfoLPMBS8/s400/StringConcatenationFieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5575899044619131490" border="0" /></a><br /><br />That's all that is required, and you can use the Run tab to quickly check that the result is as you anticipate.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiWKUeuipl2w3xcEFy7igfOXpzhFAqTSHbTzRHjhIIfwmh7QB3_ZO6TvpRvcmZ77y1UdZgr8yz8xB2gztfovmZ8re5y8FnyaAejbaZruA3U8oxznDECwxGDw20L5_ev4o6tDEIB5Wovg9k/s1600/StringConcatenationResults.jpg"><img style="cursor: pointer; width: 400px; height: 227px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiWKUeuipl2w3xcEFy7igfOXpzhFAqTSHbTzRHjhIIfwmh7QB3_ZO6TvpRvcmZ77y1UdZgr8yz8xB2gztfovmZ8re5y8FnyaAejbaZruA3U8oxznDECwxGDw20L5_ev4o6tDEIB5Wovg9k/s400/StringConcatenationResults.jpg" alt="" id="BLOGGER_PHOTO_ID_5575899042287927394" border="0" /></a><br /><br />Once you're happy with the rule as you have it set up, use the Enable Step checkbox on the Credentials tab to set the step to run automatically. With it running automatically, any contacts that pass through the step will have the string concatentation values you specify automatically run.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8fd_BW8o8LZ2vP3N_1kYavw5mx9gts8e3TZNBeU6M3MAO8jmLmb12YHf5VLErNgDDmnb-pl4RrlVYSmqUg_lRRaXNJl8cWfhMw1UXNBVwfez34Kr9aq3MpXRa7kSI2gRpMAyXWLUVQP0/s1600/Jigsaw_Enable.jpg"><img style="cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8fd_BW8o8LZ2vP3N_1kYavw5mx9gts8e3TZNBeU6M3MAO8jmLmb12YHf5VLErNgDDmnb-pl4RrlVYSmqUg_lRRaXNJl8cWfhMw1UXNBVwfez34Kr9aq3MpXRa7kSI2gRpMAyXWLUVQP0/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5575899514709264338" border="0" /></a><br /><br />With the combination of this step and the string manipulation step, you should be able to do almost anything you need to with string values in your marketing database. Don't hesitate to provide feedback if there are more areas that you feel necessary.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com0tag:blogger.com,1999:blog-1219593209707974691.post-13008768517872947502011-03-14T09:00:00.002-04:002011-03-14T09:00:19.594-04:00Adobe Connect and Eloqua IntegrationIntegration between Eloqua's <a href="http://www.eloqua.com/topics/marketing-automation.html">marketing automation</a> programs and <a href="http://eloqua.blogspot.com/search/label/webinars">webinar providers</a> is an area we've covered quite a bit lately. Of course, for those who use systems other than <a href="http://eloqua.blogspot.com/2011/01/webex-and-eloqua-integration-webinars.html">WebEx</a> or <a href="http://eloqua.blogspot.com/2011/02/on24-and-eloqua-integration.html">On24</a>, the comments have been consistent - great structure, but can you support my chosen webinar provider. We're happy to add another popular provider to that community - Adobe Connect.<br /><br /><a href="http://www.adobe.com/products/adobeconnect.html">Adobe Connect</a>, part of the Adobe family, provides an excellent platform for hosting large or small events for marketing, education, or sales. They also provide a robust way to tie the data on who attended webinar events into your digital body language on each prospect within Eloqua.<br /><br />Like any other Eloqua <a href="http://eloqua.blogspot.com/search/label/Cloud%20Connectors">Cloud Connectors</a>, the connectors act as steps within Program Builder's marketing automation workflows, so the first step is to whiteboard what you would like to have happen. With Adobe Connect, to ensure that the individuals are uniquely tracked (by email address), you'll want to register them for the event via Eloqua.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiz0OBxuDrpcUb7KlhZBNNUdAeCoDV70ojD-a08k2mNmknhO5qaKc0ECTFQy-T18UOt-bF4JQYwnalFuHcvvfTWD9nAtf5T4i6L8AuQExXksPvENIIe3KB6zdO18y0SnThZefFZ8qBBC9Y/s1600/AdobeConnectProgramRegister.jpg"><img style="cursor: pointer; width: 196px; height: 325px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiz0OBxuDrpcUb7KlhZBNNUdAeCoDV70ojD-a08k2mNmknhO5qaKc0ECTFQy-T18UOt-bF4JQYwnalFuHcvvfTWD9nAtf5T4i6L8AuQExXksPvENIIe3KB6zdO18y0SnThZefFZ8qBBC9Y/s400/AdobeConnectProgramRegister.jpg" alt="" id="BLOGGER_PHOTO_ID_5553870038539733090" border="0" /></a><br /><br />This creates a guest user account in Adobe Connect that allows you to see who is attending. After the event has taken place, you'll likely want to pull information on who attended into Eloqua. To do this, there is a Cloud Connector step to Query Attendance.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnfOk4eCyos9GumgRx_hdRBLlRZXYe4JxTUe8iBNOWUBg0bFn7kEXyK-74WEFm3sWfx1G0TScSgUeVRC8Y3Hxo5jUmO2cLL1wHxC6hQlTOoVJmIwQEy0Tc4hHMAxcQ4u5rtg_0shJtQM8/s1600/AdobeConnectProgramFollowUp.jpg"><img style="cursor: pointer; width: 400px; height: 303px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnfOk4eCyos9GumgRx_hdRBLlRZXYe4JxTUe8iBNOWUBg0bFn7kEXyK-74WEFm3sWfx1G0TScSgUeVRC8Y3Hxo5jUmO2cLL1wHxC6hQlTOoVJmIwQEy0Tc4hHMAxcQ4u5rtg_0shJtQM8/s400/AdobeConnectProgramFollowUp.jpg" alt="" id="BLOGGER_PHOTO_ID_5553870033350055602" border="0" /></a><br /><br />With the plan set out on the whiteboard, let's look at how to get these Cloud Connectors set up in your Eloqua instance. We looked at how to <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">install a Cloud Connector into Eloqua</a> recently, and you'll need to do that for the steps you are going to use. Find these connectors at <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a>:<br /><br /><span style="font-weight: bold;">Register Contact with Adobe Connect:</span> to create a user account and register them for the webinar.<br /><br /><span style="font-weight: bold;">Unregister Contact from Adobe Connect:</span> if you want to remove people from the event automatically.<br /><br /><span style="font-weight: bold;">Query Adobe Connect Attendance:</span> to get information on who attended after the event has taken place.<br /><br />and also<br /><br /><span style="font-weight: bold;">Feeder of Adobe Connect Attendees:</span> to feed in all Adobe Connect attendees directly into Eloqua for nurture and follow-up (without using a program step to query from)<br /><br />Install any of these connector types you wish to use and then you are ready to add them into your marketing automation program. To add a step, put the step in the program as you would normally, then select “Cloud Connector” as a step action. You’ll then see a drop-down of installed Cloud Connectors below (if you have <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">installed the Cloud Connectors into your Eloqua instance</a>). For this post, we’ll look at just one of the connectors, but the flow is similar for all of them. Select the Adobe Connect Query Attendance connector for the step that looks to see if people actually attended the event.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjal04lxS1HLlRra6CT-kK6BE4vPiU8roR0zDKma1uKNFzGWchBMfN4IW0r-l_Oc8hh3GellBtUPDarEpg4GTw_FNtEQXB8C3V04np7a5BukF7lAcwTLkh_rVP8CjpeA5FFL2Re1nJreKw/s1600/AdobeConnectProgramStepConfig.jpg"><img style="cursor: pointer; width: 400px; height: 178px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjal04lxS1HLlRra6CT-kK6BE4vPiU8roR0zDKma1uKNFzGWchBMfN4IW0r-l_Oc8hh3GellBtUPDarEpg4GTw_FNtEQXB8C3V04np7a5BukF7lAcwTLkh_rVP8CjpeA5FFL2Re1nJreKw/s400/AdobeConnectProgramStepConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5553873466555805282" border="0" /></a><br /><br />Click the Configure button to begin setting it up. You will be asked for your credentials, and it will confirm the Program Builder step you’re connecting to, and from there it will go straight into configuration. The Configuration tab asks you for some options on configuring the Adobe Connect side of the connector. Important: you’ll need an account that is part of the Administrator group for this integration as user accounts (just guests) are being created.<br /><br />If the account you are using is your own, you should see your meetings with the “My Meetings” option selected, but if you are using a system administrator account, you’ll want to select “All Meetings” and save to see your meetings. Also configure where you want to store the information retrieved by Adobe Connect; you can either use fields on the contact record or, better, store the information in a custom data object.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifX3OpsGDxVwoUK3YXPf4owitPpS4CqQA2GNYYHRZC3Na3ZZaHPD3IPOOxD3Npuj2BNygfFbljRf5gqq2D2PJn1KoDi5NFSnrCdYkR1ZzbRI7bkWOaETfacn19UdDr72-LG1C93rKvcQc/s1600/AdobeConnectConfigScreen.jpg"><img style="cursor: pointer; width: 400px; height: 182px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifX3OpsGDxVwoUK3YXPf4owitPpS4CqQA2GNYYHRZC3Na3ZZaHPD3IPOOxD3Npuj2BNygfFbljRf5gqq2D2PJn1KoDi5NFSnrCdYkR1ZzbRI7bkWOaETfacn19UdDr72-LG1C93rKvcQc/s400/AdobeConnectConfigScreen.jpg" alt="" id="BLOGGER_PHOTO_ID_5553873460185010370" border="0" /></a><br /><br />Move to the field mappings tab and select the fields on the contact record and/or in custom data objects that you are interested in using.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGJdwTBmnsrwnm5vUV13S6mE1e5Aco2-vZAjf30TQHizVqOpXkoP_WWiUNlEr6qhyphenhyphenzt4ydDvFKQAw-yKwBpj3wF6ZI5BZNWtnNtAtoKmpERY4Jbl-EIAbkPyHwkQwg2q4o7a7tJRXUriU/s1600/AdobeConnectFieldMapping.jpg"><img style="cursor: pointer; width: 400px; height: 140px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGJdwTBmnsrwnm5vUV13S6mE1e5Aco2-vZAjf30TQHizVqOpXkoP_WWiUNlEr6qhyphenhyphenzt4ydDvFKQAw-yKwBpj3wF6ZI5BZNWtnNtAtoKmpERY4Jbl-EIAbkPyHwkQwg2q4o7a7tJRXUriU/s400/AdobeConnectFieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5553873456190696034" border="0" /></a><br /><br />That’s all that is needed in order to configure the connector. You can run it manually a few times under the “Run Step” tab or go to the Configuration tab to enable it to run automatically. Follow the same flow for the “Register with Adobe Connect” step, and you now have your Eloqua marketing automation fully integrated with your Adobe Connect web conferencing.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgI5CoCLFxp2okbvJS5VX6K_K_D1L2CupBfN6hCAzGIgBBpDBSGudqElVEBamDGHILdu_-D2qa6JUSWduHHXRpu_oChecssGfZpx6BRVhcn3K1Z6aOcQFSBT4m_bn0DZxEO5ww6ZtdI2-I/s1600/Jigsaw_Enable.jpg"><img style="cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgI5CoCLFxp2okbvJS5VX6K_K_D1L2CupBfN6hCAzGIgBBpDBSGudqElVEBamDGHILdu_-D2qa6JUSWduHHXRpu_oChecssGfZpx6BRVhcn3K1Z6aOcQFSBT4m_bn0DZxEO5ww6ZtdI2-I/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5553898112505224578" border="0" /></a><br /><br />Enjoy, and please keep the feedback coming, we’d love to hear from you what about this integration is working for you, and what you’d like to see us add, change, or improve.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com8tag:blogger.com,1999:blog-1219593209707974691.post-30422737231659986112011-03-07T09:00:00.002-05:002011-03-13T15:46:19.146-04:00String Manipulation in Marketing AutomationAdvanced users of <a href="http://www.eloqua.com/topics/marketing-automation.html">marketing automation software</a> like Eloqua sometimes find themselves in a situation where they need to manipulate string data. This can be as simple as trimming the space characters from the start or end of a string or detecting whether a value exists in a string, and it can be as advanced as search and replace or even complex Regular Expression work.<br /><br />Now, there's a <a href="http://eloqua.blogspot.com/2010/06/eloqua-cloud-connectors.html">Cloud Connector</a> that allows you to do just that - any form of string manipulation - within Eloqua.<br /><br />Add the string manipulation Cloud Connector to your Eloqua instance by following the normal <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">Cloud Connector installation instructions</a>. The URL for the step can be found under Contact Data -> String Manipulation in <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a>.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSxtA3v4d0yBQ8dLDMn44aJKFAUb6dMWKR5-YSkd4CW6MKsOJpNPh15u3BYMTd8J8GZidcUADGeooBvDr_pQddDOGHUCKp8bw9aub2jPnsFVPFh1TQPoxi-qh87JxKMVdzCHZQU5xGcrA/s1600/StringManipulationMenu.jpg"><img style="cursor: pointer; width: 400px; height: 314px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSxtA3v4d0yBQ8dLDMn44aJKFAUb6dMWKR5-YSkd4CW6MKsOJpNPh15u3BYMTd8J8GZidcUADGeooBvDr_pQddDOGHUCKp8bw9aub2jPnsFVPFh1TQPoxi-qh87JxKMVdzCHZQU5xGcrA/s400/StringManipulationMenu.jpg" alt="" id="BLOGGER_PHOTO_ID_5583653141128446226" border="0" /></a><br /><br /><br />With this Cloud Connector installed, you're set to go. Add a step into a marketing automation program in Program Builder, and set it as being a Cloud Connector step type.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhU99yKNx8epWyJmm0fUkCdHEaJTuh4_bH1XbBg4lpTHDsazLS-dFSag_mOZUURRqD_JfRqwj0NeGl_8PbT16HC4qVBYRtbluGDi2NvTCB7R5z_Ha320lVswB58yOIRSc-zgJ1GpNumIbc/s1600/StringManipulationProgramStep.jpg"><img style="cursor: pointer; width: 163px; height: 67px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhU99yKNx8epWyJmm0fUkCdHEaJTuh4_bH1XbBg4lpTHDsazLS-dFSag_mOZUURRqD_JfRqwj0NeGl_8PbT16HC4qVBYRtbluGDi2NvTCB7R5z_Ha320lVswB58yOIRSc-zgJ1GpNumIbc/s400/StringManipulationProgramStep.jpg" alt="" id="BLOGGER_PHOTO_ID_5575896879890769570" border="0" /></a><br /><br />Choose String Manipulator from the drop-down list of Cloud Connectors, and click the button to begin configuring the settings for how you want your string data to be manipulated. The Cloud Connector will allow you to manipulate the string data in any one contact field for all contacts that flow through this step, and either return the data to that same field, or place it in another field.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgF_UXGenJDcVVDgZ6XMtuTWAI3Y8Sq3Psn8e6YVddtQAJTYCOzDTtEAYVylMnHIWg7_ZFU1o3WQBNMSyihwwSiDnwonoc-oWo46y94F5pix7zWNmA4HLdzTSvAFGuLLkN7zzvTqX8TFJ8/s1600/StringManipulationProgramStepConfig.jpg"><img style="cursor: pointer; width: 400px; height: 216px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgF_UXGenJDcVVDgZ6XMtuTWAI3Y8Sq3Psn8e6YVddtQAJTYCOzDTtEAYVylMnHIWg7_ZFU1o3WQBNMSyihwwSiDnwonoc-oWo46y94F5pix7zWNmA4HLdzTSvAFGuLLkN7zzvTqX8TFJ8/s400/StringManipulationProgramStepConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5575897147521832754" border="0" /></a><br /><br />Click the Configure button to begin configuring your string manipulation. The first thing you will need to select is what you want to do. There are a few choices:<br /><br /><ul><li><span style="font-weight: bold;">String Find:</span> Looks for an exact string that you input (not case sensitive), and returns "True" or "False"</li><li><span style="font-weight: bold;">String Replace:</span> Looks for an exact string (not case sensitive), replaces that string with another string that you provide, and returns the final edited text</li><li><span style="font-weight: bold;">Regular Expression Find:</span> Evaluates a regular expression (RegEx) against the string in the contact field and returns "True" or "False"</li><li><span style="font-weight: bold;">Regular Expression Replace:</span> Evaluates a regular expression (RegEx) against the string in the contact field and then replaces it with the string or Regular Expression you provide. This allows replacing a string with a derivative of itself (ie, replacing any number with "(#)" where # represents the original number.</li><li><span style="font-weight: bold;">Trim (Left/Right/Full): </span>Trims the whitespace from the front, end, or both of a string</li></ul>Select this from the drop-down in the configuration screen.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgV_WQi8LuAtNE6TJ_ZGJ5J5bvnP0_WD0UpbLe7D0dbPQM84XDpC1Gcb3l8uPFs0SbUtb9YqUXPZYRtj5PtEI-OlFPNecI1Brity_lfE9tLraEH6dIkqOCdcDAlQMMxB0EdQZNRzJ1hyb8/s1600/StringManipulationConfig1.jpg"></a><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgV_WQi8LuAtNE6TJ_ZGJ5J5bvnP0_WD0UpbLe7D0dbPQM84XDpC1Gcb3l8uPFs0SbUtb9YqUXPZYRtj5PtEI-OlFPNecI1Brity_lfE9tLraEH6dIkqOCdcDAlQMMxB0EdQZNRzJ1hyb8/s1600/StringManipulationConfig1.jpg"><img style="cursor: pointer; width: 400px; height: 159px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgV_WQi8LuAtNE6TJ_ZGJ5J5bvnP0_WD0UpbLe7D0dbPQM84XDpC1Gcb3l8uPFs0SbUtb9YqUXPZYRtj5PtEI-OlFPNecI1Brity_lfE9tLraEH6dIkqOCdcDAlQMMxB0EdQZNRzJ1hyb8/s400/StringManipulationConfig1.jpg" alt="" id="BLOGGER_PHOTO_ID_5575896876416318146" border="0" /></a><br /><br />With this selected, hit Save, and you'll be asked for the values (find/replace/etc) that your select requires. Use the help provided for syntax assistance on how to write Regular Expressions.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEig2LoAySrlbYvmRxhMJZ3ZH88jHfd-3IxB4zQxmROA5Rnr8hYT5S4xA0pbJc_7y4SQ6AzK2WzZOCNwtTFsgihjtkqdkGUErERcOQA5wbwqg42pv9NHQ7HsIfNcmmfgBvgJf7vzolQCOPc/s1600/StringManipulationConfig2.jpg"><img style="cursor: pointer; width: 400px; height: 160px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEig2LoAySrlbYvmRxhMJZ3ZH88jHfd-3IxB4zQxmROA5Rnr8hYT5S4xA0pbJc_7y4SQ6AzK2WzZOCNwtTFsgihjtkqdkGUErERcOQA5wbwqg42pv9NHQ7HsIfNcmmfgBvgJf7vzolQCOPc/s400/StringManipulationConfig2.jpg" alt="" id="BLOGGER_PHOTO_ID_5575896861020171746" border="0" /></a><br /><br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQp_gLL3lxwdUXeFsD7qWe5udmzK22WhgXbOBmzdYYLaQfQfxij8UtIOub9TRUcBk_KK13E5fGHhkaXclIL-iTpRxH3bTDVzK0UR9IkakMszJqbVMRb77HEBYZavHen3qfHHIrpGUzgqQ/s1600/Jigsaw_Enable.jpg"></a>Use the Field Mappings tab to define which field you want to manipulate and which field you want to return the manipulated value to.<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEig2LoAySrlbYvmRxhMJZ3ZH88jHfd-3IxB4zQxmROA5Rnr8hYT5S4xA0pbJc_7y4SQ6AzK2WzZOCNwtTFsgihjtkqdkGUErERcOQA5wbwqg42pv9NHQ7HsIfNcmmfgBvgJf7vzolQCOPc/s1600/StringManipulationConfig2.jpg"></a><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmoV7qaTZw90Qywx8beXc6Plxv631g9AXy_BTepnhTVhriJw62WPDyBicATCKCAaY_DJxxe8vnM6PwdVHXx8JoJg30GULS9AVqum72zVpU8ncln-a1ivwgulCZj6jORqtFVitWgZFmhzc/s1600/StringManipulationFieldMapping.jpg"><img style="cursor: pointer; width: 400px; height: 176px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmoV7qaTZw90Qywx8beXc6Plxv631g9AXy_BTepnhTVhriJw62WPDyBicATCKCAaY_DJxxe8vnM6PwdVHXx8JoJg30GULS9AVqum72zVpU8ncln-a1ivwgulCZj6jORqtFVitWgZFmhzc/s400/StringManipulationFieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5575896858840371218" border="0" /></a><br /><br />Use the "Run" tab to test your string expression against values in the contacts within the step. You'll see the final value that is returned in the Result column, and can make sure your Regular Expressions are performing as expected.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpb0dcYb71vnAtYf8c_tC3xGWNpe1uq_rjUR-Cr2IZp4c8EnzUrgZ2AE-tgkItyhrFuvfHP4Yy9WjcUaiDrNsASbx9sL-9GQw1KNxShGen8Rm1Nq_Jd82JdkK4A-tv56MHSQnuRCTbk8U/s1600/StringManipulationResults.jpg"><img style="cursor: pointer; width: 400px; height: 191px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpb0dcYb71vnAtYf8c_tC3xGWNpe1uq_rjUR-Cr2IZp4c8EnzUrgZ2AE-tgkItyhrFuvfHP4Yy9WjcUaiDrNsASbx9sL-9GQw1KNxShGen8Rm1Nq_Jd82JdkK4A-tv56MHSQnuRCTbk8U/s400/StringManipulationResults.jpg" alt="" id="BLOGGER_PHOTO_ID_5575896853691519970" border="0" /></a><br /><br />When you are happy with the configuration you have set up, use the "Enable Step" checkbox on the Credentials tab to set the Cloud Connector to run automatically. From here, any contacts that flow into the step will have the field you specified manipulated automatically.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQp_gLL3lxwdUXeFsD7qWe5udmzK22WhgXbOBmzdYYLaQfQfxij8UtIOub9TRUcBk_KK13E5fGHhkaXclIL-iTpRxH3bTDVzK0UR9IkakMszJqbVMRb77HEBYZavHen3qfHHIrpGUzgqQ/s1600/Jigsaw_Enable.jpg"><img style="cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQp_gLL3lxwdUXeFsD7qWe5udmzK22WhgXbOBmzdYYLaQfQfxij8UtIOub9TRUcBk_KK13E5fGHhkaXclIL-iTpRxH3bTDVzK0UR9IkakMszJqbVMRb77HEBYZavHen3qfHHIrpGUzgqQ/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5575897150936436498" border="0" /></a><br /><br />Enjoy this new capability, please don't hesitate to provide us any feedback that you have as you begin working with this.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com2tag:blogger.com,1999:blog-1219593209707974691.post-29705823988346033952011-02-28T09:00:00.003-05:002011-05-15T23:15:52.951-04:00On24 and Eloqua IntegrationFor those who use <a href="http://www.on24.com/">On24 </a>as your system for webinars or virtual events, you have probably quickly realized the need for deep integration between On24 as virtual event software, and Eloqua as <a href="http://www.eloqua.com/topics/marketing-automation.html">marketing automation software</a>, to market those events and follow up with registrants and attendees accordingly. The insight to be gained from understanding what a prospect did at a webinar is tremendous, as webinars generally show a wide range of attendance stats among those who register. Large percentages of people who register do not attend at all - often between 40 and 60% of registrants. Among those who do, some may drop off after 5 minutes while others may stay for the full hour. Knowing about this attendance difference is crucial in understanding how to follow up and how to score leads.<br /><br />A prospect who registered but did not attend should be sent a “sorry we missed you” rather than a “thanks for attending” email, while a prospect who dropped off after only 5 minutes might respond well to a follow-up proposing a different set of topics that might be more appealing. Similarly, lengthy attendance combined with engagement such as asking and answering a number of questions is a great indicator of high interest and likely purchase intent.<br /><br />Working with this insight, however, requires it to be present within Eloqua's marketing automation system. Only when it is, can lead nurturing and scoring can take advantage of it. Bringing this data in manually would require a tedious continual effort, which would test the patience of most marketers. Eloqua now has a <a href="http://eloqua.blogspot.com/2010/06/eloqua-cloud-connectors.html">cloud connector</a> to enable this integration and bring the best digital body language insights from On24 into Eloqua. The On24 cloud connector allows three main usage scenarios (each can be used as individual steps within a marketing automation program as you design the promotion, reminder, and follow-up campaigns around your webinars):<br /><br /><span style="font-weight: bold;">- Register Attendee:</span> Registers a contact who is in that step of a program with a specific event in On24.<br /><br /><span style="font-weight: bold;">- Query Attendance:</span> Looks at each contact in that step of the program and queries On24to see if they attended the live or archived events and for how long, how many poll questions or surveys they answered, and how many questions they asked. All very interesting info for subsequent lead scoring or follow-up.<br /><br /><span style="font-weight: bold;">- All Attendees:</span> Automatically pulls a list of all people who attended a particular On24 webinar and feeds them in to Eloqua as contacts and places them into a group (where of course they can be fed automatically into a program for follow-up nurturing). Again, for each attendee, the information captured is if they attended the live or archived events and for how long, how many poll questions or surveys they answered, and how many questions they asked.<br /><br />To get started, you’ll need the Cloud Connector installed in your Eloqua instance. This is very easy to do, see the recent post on <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">Cloud Connector Installation instructions</a> for how to add a new Cloud Connector to your install. The Cloud Connector we’ll be looking at here is available on our repository of interesting connectors. Go to <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> and create an account. Under Communication, you'll find On24: Register and On24: Query Attendance, while under Feeder, you’ll find On24: All Viewers – those are the connectors we’ll be working with, and the ones to install.<br /><br />Once you have them installed, you can begin using them within your webinar invitation and management program. The cloud connector steps for On24 integration can be plugged into your marketing automation program at whatever points make sense, so be sure to whiteboard what you want to have happen and use the steps accordingly.<br /><br />Likely, you’ll want to use a On24: Register step when the buyer has indicated that they are interested in attending, perhaps by clicking a link or submitting a form.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXTEalMT9LLjJwqkF64RB9WH8qBIDIV1Q4AXd7cL5pBP-S3nsHF1X7BG7xnRSXrwJnT3-q3hef-ZMzwnTMWuSz3McwwLlaScf0iRRCinzIhM6CdRaYZG9MhM9_HOWMVblY_NYjV-D8-CI/s1600/On24ProgramFlowRegister.jpg"><img style="cursor: pointer; width: 218px; height: 244px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXTEalMT9LLjJwqkF64RB9WH8qBIDIV1Q4AXd7cL5pBP-S3nsHF1X7BG7xnRSXrwJnT3-q3hef-ZMzwnTMWuSz3McwwLlaScf0iRRCinzIhM6CdRaYZG9MhM9_HOWMVblY_NYjV-D8-CI/s400/On24ProgramFlowRegister.jpg" alt="" id="BLOGGER_PHOTO_ID_5552445134632719410" border="0" /></a><br />You’ll want to run the On24: Query step after the event has taken place to see who attended and for how long. That data can be used to guide prospects down unique follow-up paths depending on their behavior.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuiD4JIPv-2pqCeZ24fRKczA-0e82Ef5mR24R9-f-ELnW2fZZulROtj4tdMNf8mjxHDjL8s_dyXNq1zLqIrVuYqUFJH8KQYuCcPJdnSFPfckA1Q117hJDm2q74FGIbDeUjaic8Fug1KVY/s1600/On24ProgramFlowFollowUp.jpg"><img style="cursor: pointer; width: 400px; height: 298px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuiD4JIPv-2pqCeZ24fRKczA-0e82Ef5mR24R9-f-ELnW2fZZulROtj4tdMNf8mjxHDjL8s_dyXNq1zLqIrVuYqUFJH8KQYuCcPJdnSFPfckA1Q117hJDm2q74FGIbDeUjaic8Fug1KVY/s400/On24ProgramFlowFollowUp.jpg" alt="" id="BLOGGER_PHOTO_ID_5552445011367179010" border="0" /></a><br />Now, for each step, you’ll need to configure the Cloud Connector to do what you need. Each connector is roughly the same, but with slightly different options, but once you have one figured out the rest will be simple. For the sake of simplicity, we’ll walk through the On24: Query step. Choose Cloud Connector as a step type, and pick On24 Query from the drop-down below (if you have installed the connector in your Eloqua instance as we discussed earlier). Click the Configure button to launch the configuration UI.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZsGhSwYqzDjblXC7uinVsSqW8NEdNLHeY2cvyIQWns3vgCMSnf9pgiTWvoUGwvyyLh_XQ1WGcl0SGnLd-TXJd5bpCTShsKUKco48mgW77K1tPwWyLBBVs6s2c1CWGfqRPvOfRtDwzXSg/s1600/On24ProgramStepSettings.jpg"><img style="cursor: pointer; width: 400px; height: 193px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZsGhSwYqzDjblXC7uinVsSqW8NEdNLHeY2cvyIQWns3vgCMSnf9pgiTWvoUGwvyyLh_XQ1WGcl0SGnLd-TXJd5bpCTShsKUKco48mgW77K1tPwWyLBBVs6s2c1CWGfqRPvOfRtDwzXSg/s400/On24ProgramStepSettings.jpg" alt="" id="BLOGGER_PHOTO_ID_5552445007682183682" border="0" /></a><br />The connector will need to be configured with your On24 credentials, including the Event ID, Session ID, Client ID, and Key. These credentials must be obtained from On24 team when you ask them to enable the Eloqua integration feed on your On24 account.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLysOn8BBgpWX9FqTbKEhwkNqju7_fXoEjiiOCflSQlg3_i1wFwuPygPSgVxQfbceCL5d_iJgN_yEk80xppzvH-qkoK4Dix6xp3vHSJd5XcBMcOGYOrzy6q_iBqtyQldKQVoqr-_1PP7Q/s1600/On24Configuration.jpg"><img style="cursor: pointer; width: 400px; height: 217px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLysOn8BBgpWX9FqTbKEhwkNqju7_fXoEjiiOCflSQlg3_i1wFwuPygPSgVxQfbceCL5d_iJgN_yEk80xppzvH-qkoK4Dix6xp3vHSJd5XcBMcOGYOrzy6q_iBqtyQldKQVoqr-_1PP7Q/s400/On24Configuration.jpg" alt="" id="BLOGGER_PHOTO_ID_5552445004344756466" border="0" /></a><br />A final setting is where you want to store the returned information, in the contact record or in a custom data object (data card). If you're running many events, you'll want to use custom data objects to keep a full history of attendance.<br /><br />With that configured and saved, move to the field mappings tab, and choose the contact fields or custom data object fields that you want to read data from or write data to. Each data point returned (minutes attended live or archived, poll or survey questions answered, and questions asked) can be mapped to an individual field or left blank if you're not interested.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj1HPBQYffrxGYQKqckx7p7HBXxccuHa1wpO-O3EOPzwvEDmeheWv0-0zwAPWEuScPbolq3K-EQKdJpba-2UmCLABlctu-vm24_iLVDqK5P0lkQsKVci3PpVUfJ7dF4F1yUSvNSemsK_w8/s1600/On24FieldMapping.jpg"><img style="cursor: pointer; width: 400px; height: 206px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj1HPBQYffrxGYQKqckx7p7HBXxccuHa1wpO-O3EOPzwvEDmeheWv0-0zwAPWEuScPbolq3K-EQKdJpba-2UmCLABlctu-vm24_iLVDqK5P0lkQsKVci3PpVUfJ7dF4F1yUSvNSemsK_w8/s400/On24FieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5552444999437780386" border="0" /></a><br />That's all that's needed to have full integration between your On24 webinars and your Eloqua marketing automation. You can go over to the Run Step tab to run the integration manually a few times to make sure it's all working. This shows you the results you will be pulling back into Eloqua or lets you manually run the step to check that it's all configured correctly.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi1_7NyLGEMAYTsnJMZNSriGdfh-mQEgL4B2lz-rCserQE3iVg66aXd-zkOy6QLQBHlhNVDIfQlnXuktH_yaMrNXR4W9BvDAt76MVsBZ6qbmiHQMEIK-qElf48if6aRuwg1RpB_c6Gtb-Q/s1600/On24Results.jpg"><img style="cursor: pointer; width: 400px; height: 181px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi1_7NyLGEMAYTsnJMZNSriGdfh-mQEgL4B2lz-rCserQE3iVg66aXd-zkOy6QLQBHlhNVDIfQlnXuktH_yaMrNXR4W9BvDAt76MVsBZ6qbmiHQMEIK-qElf48if6aRuwg1RpB_c6Gtb-Q/s400/On24Results.jpg" alt="" id="BLOGGER_PHOTO_ID_5552445002023986290" border="0" /></a><br /><br />When you're happy with the results, just go to the Credentials tab to click "Enable Step" to enable it to run automatically.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgap8ICBznJx1yjp-xHd53zLabykN1g8a878lAyPXo_iwh9JklxusU511uVhLVeOOvSkBJ0t4lwR8AxNI-ox7GFzOYjlUSLyOoDGWmdqljzmEYozhj8LUluvEHDQFaN-Tu1ijPGIfO2EOA/s1600/Jigsaw_Enable.jpg"><img style="cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgap8ICBznJx1yjp-xHd53zLabykN1g8a878lAyPXo_iwh9JklxusU511uVhLVeOOvSkBJ0t4lwR8AxNI-ox7GFzOYjlUSLyOoDGWmdqljzmEYozhj8LUluvEHDQFaN-Tu1ijPGIfO2EOA/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5552445138536477586" border="0" /></a><br /><br />We'd love to hear your feedback on this connector, what can be improved, and what else you need it to do.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com1tag:blogger.com,1999:blog-1219593209707974691.post-48476041750484066892011-01-04T09:00:00.002-05:002011-03-13T15:48:15.882-04:00WebEx and Eloqua Integration - Webinars as source of Digital Body LanguageWebinars are as much of a core element of most B2B marketer's day to day tactics as anything. They form a great vehicle for educating prospects on a deeper topic than might otherwise be possible, they allow a richer interaction with presenters, and they provide a great interim point to guide prospects towards that is less of a commitment than a purchase.<br /><br />However, webinars generally show a wide range of attendance stats among those who register. Large percentages of people who register do not attend at all - often between 40 and 60% of registrants. Among those who do, some may drop off after 5 minutes while others may stay for the full hour. Knowing about this attendance difference is crucial in understanding how to follow up and how to score leads.<br /><br />A prospect who registered but did not attend should be sent a “sorry we missed you” rather than a “thanks for attending” email, while a prospect who dropped off after only 5 minutes might respond well to a follow-up proposing a different set of topics that might be more appealing. Similarly, attendance for the majority of the webinar is indicative of very high engagement, and may be a good factor in lead scoring.<br /><br />Historically, this has been difficult as this data would have to be brought in manually. Eloqua now has a cloud connector to change that – making us the first marketing automation platform with a seamless integration into WebEx. The WebEx cloud connector allows four main usage scenarios (each can be used as individual steps within a marketing automation program as you design the promotion, reminder, and follow-up campaigns around your webinars):<br /><br />- Register Attendee: Registers a contact who is in that step of a program with a specific event in WebEx meeting center, training center, event center, or sales center.<br /><br />- Unregister Attendee: Unregisters a contact who is in that step of a program from a specific event in WebEx meeting center, training center, event center, or sales center.<br /><br />- Query Attendance: Looks at each contact in that step of the program and queries WebEx to see if they attended and for how long<br /><br />- All Attendees: Automatically pulls a list of all people who attended a particular WebEx webinar and feeds them in to Eloqua as contacts and places them into a group (where of course they can be fed automatically into a program for follow-up nurturing)<br /><br />To get started, you’ll need the Cloud Connector installed in your Eloqua instance. This is very easy to do, see the recent post on Cloud Connector Installation instructions for how to add a new Cloud Connector to your install. The Cloud Connector we’ll be looking at here is available on Black Starfish, our repository of interesting connectors. Go to <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> and create an account. Under Communication, you'll find WebEx: Register, WebEx: Unregister, and WebEx: Query Attendance, while under Feeder, you’ll find WebEx: All Viewers – those are the connectors we’ll be working with, and the ones to install.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj9sim3a3aTALfq80anQ604wjIJh-svKvyOqnSqTqT5yViNZmsEY1E_wl4htHTgc41Go8B4QfgkhuzadjB1kkJf3UnHS9lFsgnOBU0RmhsOp8tLevNrzhvaeuSIA8imCSnoKT0acOjUWtY/s1600/WebEx_Menu.jpg"><img style="cursor: pointer; width: 400px; height: 252px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj9sim3a3aTALfq80anQ604wjIJh-svKvyOqnSqTqT5yViNZmsEY1E_wl4htHTgc41Go8B4QfgkhuzadjB1kkJf3UnHS9lFsgnOBU0RmhsOp8tLevNrzhvaeuSIA8imCSnoKT0acOjUWtY/s400/WebEx_Menu.jpg" alt="" id="BLOGGER_PHOTO_ID_5583653613575811634" border="0" /></a><br /><br /><br />Once you have them installed, you can begin using them within your webinar invitation and management program. The cloud connector steps for WebEx integration can be plugged into your marketing automation program at whatever points make sense, so be sure to whiteboard what you want to have happen and use the steps accordingly.<br /><br />Likely, you’ll want to use a WebEx: Register step when the buyer has indicated that they are interested in attending, perhaps by clicking a link or submitting a form.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgcmzZmAGSVgryIZCw5gwKzgv2RxfxxNEYQ46TysZ41g_jxwfkalqrHutNIhy-jOWfy1rznz9u9YO5xDfTMrC57cL6eiNunNNgapePQm8LukNmOD6ZUhadTUJDJMtNL6ddfncY6AQgmB6w/s1600/WebEx_RegisterStep.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 131px; height: 182px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgcmzZmAGSVgryIZCw5gwKzgv2RxfxxNEYQ46TysZ41g_jxwfkalqrHutNIhy-jOWfy1rznz9u9YO5xDfTMrC57cL6eiNunNNgapePQm8LukNmOD6ZUhadTUJDJMtNL6ddfncY6AQgmB6w/s400/WebEx_RegisterStep.jpg" alt="" id="BLOGGER_PHOTO_ID_5550732622711840578" border="0" /></a><br /><br />You’ll want to run the WebEx: Query step after the event has taken place to see who attended and for how long. That data can be used to guide prospects down unique follow-up paths depending on their behavior.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLkkFnsS_WCkWO1Jf__s-XBIbFdmk5Jucj0XwcJdtkaQN4fupW-LfIspnbDrxPK2MHxwICb7DklHh60_LszLsGXCouOx0M_GXhsgIxrsI1zQgn8U_CmRUx3RYjg_XprVqPDDbIELFfFDE/s1600/WebEx_QueryProgramStep.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 317px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLkkFnsS_WCkWO1Jf__s-XBIbFdmk5Jucj0XwcJdtkaQN4fupW-LfIspnbDrxPK2MHxwICb7DklHh60_LszLsGXCouOx0M_GXhsgIxrsI1zQgn8U_CmRUx3RYjg_XprVqPDDbIELFfFDE/s400/WebEx_QueryProgramStep.jpg" alt="" id="BLOGGER_PHOTO_ID_5550732619400790962" border="0" /></a><br /><br />Now, for each step, you’ll need to configure the Cloud Connector to do what you need. Each connector is roughly the same, but with slightly different options, but once you have one figured out the rest will be simple. For the sake of simplicity, we’ll walk through the WebEx: Query step. Choose Cloud Connector as a step type, and pick WebEx Query from the drop-down below (if you have installed the connector in your Eloqua instance as we discussed earlier). Click the Configure button to launch the configuration UI.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjELsXLyUWBQ9avCI9Uoa82FpFqlSsvfYsOCDzcM64b5CU000Gbqcb3hE6oR5zViDu8KRC8E33dj2GlI-5VHpemddM6HE7diLUg_HgTYGEUxSeQLoErdCjTT_v4qxhKOmNLKO2CRkzZZA8/s1600/WebEx_ProgramStepDetails.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 199px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjELsXLyUWBQ9avCI9Uoa82FpFqlSsvfYsOCDzcM64b5CU000Gbqcb3hE6oR5zViDu8KRC8E33dj2GlI-5VHpemddM6HE7diLUg_HgTYGEUxSeQLoErdCjTT_v4qxhKOmNLKO2CRkzZZA8/s400/WebEx_ProgramStepDetails.jpg" alt="" id="BLOGGER_PHOTO_ID_5550732604571170050" border="0" /></a><br /><br />The connector will need to be configured with your WebEx credentials, the type of WebEx event (ie Meeting Center, Event Center, etc), and the Session ID (from the event details page in WebEx). You can also configure the Session ID to be pulled dynamically from the contact record if you're running a large number of events and want to manage this dynamically.<br /><br />A final setting is where you want to store the returned information, in the contact record or in a custom data object (data card). If you're running many events, you'll want to use custom data objects to keep a full history of attendance.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTnsKW2Bl5DKIUyjMlvkIHfYVZQzYmAep9v4NxTpHpI2fXDbcklhscMNJiZEr38bxF8aj62ek8pZlw3P0W_r8tQLriZFqZxw3H5cbo73DYJ8g5K86Evmg84rAz5mBG3SQIu_g0BkB5K3Y/s1600/WebEx_Configuration.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 182px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTnsKW2Bl5DKIUyjMlvkIHfYVZQzYmAep9v4NxTpHpI2fXDbcklhscMNJiZEr38bxF8aj62ek8pZlw3P0W_r8tQLriZFqZxw3H5cbo73DYJ8g5K86Evmg84rAz5mBG3SQIu_g0BkB5K3Y/s400/WebEx_Configuration.jpg" alt="" id="BLOGGER_PHOTO_ID_5550732604635885634" border="0" /></a><br /><br />With that configured and saved, move to the field mappings tab, and choose the contact fields or custom data object fields that you want to read data from or write data to.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhgFw7RPIKaNd3nJO_ao-Jzd0vz3Iknd1zUY7PrIebgEDO_YYftI9lUUWNKagxD9mK-eS-xSbcrzvmdDpgCxqTidvbpGgifmB3fm7qI1oxoGLk9c57uglQprpewgBud_q2J8Dqjc-QUd-4/s1600/WebEx_FieldMapping.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 120px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhgFw7RPIKaNd3nJO_ao-Jzd0vz3Iknd1zUY7PrIebgEDO_YYftI9lUUWNKagxD9mK-eS-xSbcrzvmdDpgCxqTidvbpGgifmB3fm7qI1oxoGLk9c57uglQprpewgBud_q2J8Dqjc-QUd-4/s400/WebEx_FieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5550732601455225922" border="0" /></a><br />That's all that's needed to have full integration between your WebEx webinars and your Eloqua marketing automation. You can go over to the Run Step tab to run the integration manually a few times to make sure it's all working, or just go to the Credentials tab to click "Enable Step" to enable it to run automatically.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOErJcWtUDm9S1IInUioU6jeJ9_td1kxRfILdCW-noy7u4yLEh3NM4dogNlbITbNfzf3zfthVhQHzHB7y9cSgPDmPyFCry54M7TDA2HjurPg7pz9t3FpgQdejN9MjpVfcbBjfmTi1jps/s1600/Jigsaw_Enable.jpg"><img style="margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOErJcWtUDm9S1IInUioU6jeJ9_td1kxRfILdCW-noy7u4yLEh3NM4dogNlbITbNfzf3zfthVhQHzHB7y9cSgPDmPyFCry54M7TDA2HjurPg7pz9t3FpgQdejN9MjpVfcbBjfmTi1jps/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5550732752428642818" border="0" /></a><br /><br />We'd love to hear your feedback on this connector, what can be improved, and what else you need it to do.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com21tag:blogger.com,1999:blog-1219593209707974691.post-29785685130896452192010-12-20T09:00:00.002-05:002011-03-13T15:49:45.517-04:00Junk Scan - look for bad form data<a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiY-QVBmt09qp7pIK0w-wXOkQumQ7SYL5m3b0GMPGVjmq6lRoHBFW76S8thz-iJB5oggqUpUBvTtIR7alcSCw9gUOb9p910c6rMkFm5K3pIKkym3DqbtzoEPIHqFsSRz51QsS_YG7ww2sk/s1600/BadDataMickey.jpg"><img style="float: right; margin: 0pt 0pt 10px 10px; cursor: pointer; width: 163px; height: 236px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiY-QVBmt09qp7pIK0w-wXOkQumQ7SYL5m3b0GMPGVjmq6lRoHBFW76S8thz-iJB5oggqUpUBvTtIR7alcSCw9gUOb9p910c6rMkFm5K3pIKkym3DqbtzoEPIHqFsSRz51QsS_YG7ww2sk/s400/BadDataMickey.jpg" alt="" id="BLOGGER_PHOTO_ID_5550577690617730498" border="0" /></a>Anyone who has put up a web form has suffered from bad form data. We all know what it looks like, "aaaaa", "test@test.com", "1@1.com", "asdf", "mickey mouse", "donald duck", "555-1212", the list goes on.<br /><br />Sure, one option is to only provide access to an asset after sending a person a link, in order to ensure that the email address is valid, but there are many situations where you don't want to (or can't) add in this secondary step. Generally, these are real people submitting the form, so the various tools to prevent bots and spammers are of no use either.<br /><br />However, having this data in your marketing database does no good either. With it there, your analytics will show incorrect results, segments might pull in bad data, and any of this data that gets passed to sales will immediately decrease marketing's credibility.<br /><br />Now, to solve this problem, we have a Cloud Connector that does a "junk scan" on your data to look for the typical problems that are seen. It scans first name, full name, email address, and phone number looking for data that is known to be bad or looks suspect, and flags the record in your Eloqua marketing database.<br /><br />To get started, you’ll need the Cloud Connector installed in your Eloqua instance. This is very easy to do, see the recent post on <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">Cloud Connector Installation instructions</a> for how to add a new Cloud Connector to your install. The Cloud Connector we’ll be looking at here is available on Black Starfish, our repository of interesting connectors. Go to <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> and create an account. Under Contact Data, you'll find Name Analyzer - that's the connector to install.<br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiUobkghyS8bhSEu1BUcS-uO2McycpahooAhXwkJs_LckfnsdNo1GNDoxSDS_ZDe277ADY2yXc6e8wnzWUglHMmdSbdgUHBB5fDF9b6rlrFFAoeJEiDUB4wDcSBuRN-Fn646MMcGrOrhPw/s1600/NameAnalyzer_MenuOption.jpg"><img style="cursor: pointer; width: 400px; height: 193px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiUobkghyS8bhSEu1BUcS-uO2McycpahooAhXwkJs_LckfnsdNo1GNDoxSDS_ZDe277ADY2yXc6e8wnzWUglHMmdSbdgUHBB5fDF9b6rlrFFAoeJEiDUB4wDcSBuRN-Fn646MMcGrOrhPw/s400/NameAnalyzer_MenuOption.jpg" alt="" id="BLOGGER_PHOTO_ID_5583654033201917922" border="0" /></a><br /><br /><br />With the name analyzer cloud connector installed, all you need to do is create a step in your marketing automation program - after a web form is submitted, as part of your contact washing machine, or when you <a href="http://eloqua.blogspot.com/2009/08/insights-on-data-quality-from-contact.html">analyze your contact data and detect data quality issues</a>. This step will take in contacts, and then the cloud connector will flag them as valid, invalid, or unknown (in a specific field in the contact data), and will also, as a bonus, flag their gender (useful for geographies like Germany where gender is important in building a salutation).<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj7yGBkcnbdYqie-HzuZXzZAghmvyZIGXUSXVWbnk6YMzqx0taiUEj-dPTTSEJnk270Vp0IHLUBOvW_10-MwdjjJwE9s9-BHVe7cJxSlAcT-krJSh2k1qUOHmTkLYcc2ZRRdm87v4mZgag/s1600/NameAnalyzer_ProgramStep.jpg"><img style="cursor: pointer; width: 169px; height: 73px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj7yGBkcnbdYqie-HzuZXzZAghmvyZIGXUSXVWbnk6YMzqx0taiUEj-dPTTSEJnk270Vp0IHLUBOvW_10-MwdjjJwE9s9-BHVe7cJxSlAcT-krJSh2k1qUOHmTkLYcc2ZRRdm87v4mZgag/s400/NameAnalyzer_ProgramStep.jpg" alt="" id="BLOGGER_PHOTO_ID_5550383483481249490" border="0" /></a><br /><br />For the step, select "Cloud Connector" as your step type, and you will see a drop-down list of options below. You'll see the "Name Analyzer" cloud connector you just <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">installed</a> via the setup interface in this list. Choose that, and click the "Configure" button to begin setting up the step.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj1QbUApdsIyUFCSvgrCVXALib5InSnyu2oAh1eCmj-HQwgd3D7BaO_8VkfgIuL7MAs4nA1ySVxMqkIT6RE1IBOk3NPn3Sax-7vqSWfGXElcEcBnmEdxEnq-ziI-6tEP6K3qcRAQBqEHw0/s1600/NameAnalyzer_ProgramStepConfig.jpg"><img style="cursor: pointer; width: 400px; height: 186px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj1QbUApdsIyUFCSvgrCVXALib5InSnyu2oAh1eCmj-HQwgd3D7BaO_8VkfgIuL7MAs4nA1ySVxMqkIT6RE1IBOk3NPn3Sax-7vqSWfGXElcEcBnmEdxEnq-ziI-6tEP6K3qcRAQBqEHw0/s400/NameAnalyzer_ProgramStepConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5550572242103099458" border="0" /></a><br /><br />The popup window gives you your configuration options, the majority of which are how you want to flag the contact. You can choose what text you want to mark each contact with for a) gender, and b) validity. For gender, remember that there is an option for first names that could be either gender (ie, "Chris" or "Pat").<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4qrnBAXTpDQb5H1PETPxyTUbiRYKvafc4eS6GnWcAuiskP9hf9yOMG9RQFYTsT6-80n4fZkqXmCRlN-qG-5eKRXpgXEdDQN_KuhN7rGI9dfQ_XEz3j6A-gXrOxXGPKLa7FO_8CZWXBQc/s1600/NameAnalyzer_Configuration.jpg"><img style="cursor: pointer; width: 400px; height: 192px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4qrnBAXTpDQb5H1PETPxyTUbiRYKvafc4eS6GnWcAuiskP9hf9yOMG9RQFYTsT6-80n4fZkqXmCRlN-qG-5eKRXpgXEdDQN_KuhN7rGI9dfQ_XEz3j6A-gXrOxXGPKLa7FO_8CZWXBQc/s400/NameAnalyzer_Configuration.jpg" alt="" id="BLOGGER_PHOTO_ID_5550383472343387682" border="0" /></a><br /><br />Click save on that screen and move to the field mapping tab. As inputs, it will take first name, last name, email address, and phone number, and as outputs, it will write the text you just selected to fields for gender and validity.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUwRiRscEfhHY2XkwmtkVubINAs0LcUYbsIcIScQAlIq0RpFo-K6-w5479Wp5AmvD32PVLZnUaZvfWPtuQ3TI7pDcDOIhC4YkxYr2gc-x4jEsgvB2mx13iL0SuldUwubjijR8Uml1Kh_k/s1600/NameAnalyzer_FieldMappings.jpg"><img style="cursor: pointer; width: 400px; height: 170px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUwRiRscEfhHY2XkwmtkVubINAs0LcUYbsIcIScQAlIq0RpFo-K6-w5479Wp5AmvD32PVLZnUaZvfWPtuQ3TI7pDcDOIhC4YkxYr2gc-x4jEsgvB2mx13iL0SuldUwubjijR8Uml1Kh_k/s400/NameAnalyzer_FieldMappings.jpg" alt="" id="BLOGGER_PHOTO_ID_5550383470306827906" border="0" /></a><br /><br />You're now ready to go. The validity analyzer looks at the following to figure out whether a person's contact information is valid:<br /><br /><span style="font-weight: bold;">- First Name: </span>to understand if the name is known to exist (by cross-referencing against a database of known names<br /><br /><span style="font-weight: bold;">- Full Name:</span> looking for known bad names ("mickey mouse" or "donald duck" where the first name may be valid itself ("mickey" or "donald")<br /><br /><span style="font-weight: bold;">- Email Domain:</span> looking for @test.com or @1.com<br /><br /><span style="font-weight: bold;">- Email Name:</span> looking for aaa@ or 111@ as invalid email names<br /><br /><span style="font-weight: bold;">- Phone Number: </span>looking for numbers that are too short, all the same number (11111, 22222), or known to be bad (555-1212)<br /><br />On the "Run Step" tab, you can run the step manually to pull in a few members from the step, and see what the results are, or, if you go to the "Credentials" tab, you can check off "Enable Step" and have the step run automatically.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh4_0IzdoIn0eVJ9om0v3ffiP8dYUWVH4JKFW6e-9Z7zxc2SBVHEwnkl8uHD_USYxeJ56Cts1F9nwghfE8KFoSifN58I020AC0dFbAz-znuNIBebtb2TBd40ZqEZN55fAE8VOsx-ZL5A8Y/s1600/Jigsaw_Enable.jpg"><img style="cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh4_0IzdoIn0eVJ9om0v3ffiP8dYUWVH4JKFW6e-9Z7zxc2SBVHEwnkl8uHD_USYxeJ56Cts1F9nwghfE8KFoSifN58I020AC0dFbAz-znuNIBebtb2TBd40ZqEZN55fAE8VOsx-ZL5A8Y/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5550383489325286690" border="0" /></a><br /><br />And that's it, you're done. Now, the contacts that flow through the step will be marked with validity and gender.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRBfdNBiNKosBRMEP7wE4F4kUvDx6Ux6A_eBS6gN618UJqGnNuymklyMzC7GKgTUSIpwOzqS6XuZpaNqDZ-rtrCAIb_GSV1H9CpZu0RUFae05g-qUVTwGfH0OklHgOezyfmOnNGoaqVyE/s1600/NameJunkScanResultsSample_Small.jpg"><img style="cursor: pointer; width: 400px; height: 140px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRBfdNBiNKosBRMEP7wE4F4kUvDx6Ux6A_eBS6gN618UJqGnNuymklyMzC7GKgTUSIpwOzqS6XuZpaNqDZ-rtrCAIb_GSV1H9CpZu0RUFae05g-qUVTwGfH0OklHgOezyfmOnNGoaqVyE/s400/NameJunkScanResultsSample_Small.jpg" alt="" id="BLOGGER_PHOTO_ID_5550384802085563634" border="0" /></a><br /><br />Looking forward to your feedback on this. Is this catching and flagging the right garbage names that are input? What other factors do you look for when you're looking at your names manually?Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com8tag:blogger.com,1999:blog-1219593209707974691.post-27225032077014382892010-12-14T09:00:00.002-05:002011-03-13T11:55:44.331-04:00Eloqua and Jigsaw Integration for Better Marketing DataIf there is one common challenge that is faced by every marketer who thinks about <a href="http://www.eloqua.com/topics/marketing-automation.html">marketing automation</a>, it is access to up-to-date, <a href="http://eloqua.blogspot.com/2009/08/insights-on-data-quality-from-contact.html">complete, clean, and comprehensive data</a>. Asking for data on web forms is tricky in that the more you ask for, the more visitors tend to abandon forms. Similarly, data collected via web forms generally suffers from being less clean and standardized than marketers might like.<br /><br />For anyone who joined us at Dreamforce last week, you may have seen our <a href="http://www.jigsaw.com/">Jigsaw </a>integration and realized that it makes some significant strides in solving this challenge. <a href="http://www.salesforce.com/">Salesforce.com’s</a> Data-as-a-Service solution, Jigsaw, has one of the best and most accessible stores of crowd-sourced data that is kept up to date and clean. Now, in an easily configurable way, you can access this data source directly from your marketing automation programs in <a href="http://www.eloqua.com/">Eloqua</a>.<br /><br />The Cloud Connectors for Eloqua/Jigsaw integration accomplish three separate integration tasks, but all are set up in roughly the same manner, so the instructions should be easily translatable between the three different connection options.<br /><br /><span style="font-weight: bold;">Contact Search </span>– When you have companies that you’re interested in, whether you want to flesh out the list of the key people at an account that has shown some interest, or to proactively target a territory or a list of named accounts, this connector allows you to find the contacts at those companies who are in key roles. Simply by specifying the role (ie, marketing, sales, finance), level (ie manager, director, vice president), and geography, you can retrieve as many contacts as you specify at each company that flows through a given program builder step<br /><br /><span style="font-weight: bold;">Company Info</span> – When the information on companies in your database goes little farther than a name, you will be very limited in your ability to market to them. This is a common problem when the information comes in via web forms though as company questions like revenue, industry, number of employees, or stock ticker tend to bulk up forms and drive visitors away. With the Company Info cloud connector, you can quickly append and correct this type of information directly from the Jigsaw company database.<br /><br /><span style="font-weight: bold;">Contact Refresh</span> – when a contact enters your database, its information begins to go out of date immediately. Titles change, phone numbers are updated, and new information may be gathered that you don’t yet have. The Eloqua/Jigsaw Cloud Connector allows a contact refresh to append and update any information that Jigsaw has on any contact that flows through a step in your marketing automation program.<br /><br />To get started, you’ll need whichever of the three Cloud Connectors you are interested in installed in your Eloqua instance. This is very easy to do, see the recent post on <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">Cloud Connector Installation instructions</a> for how to add a new Cloud Connector to your install. The Cloud Connectors we’ll be looking at here are available on Black Starfish, our repository of interesting connectors. Go to <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> and create an account. Under Contact Data, you'll find Contact Search (by Company) and Contact Refresh, and under Company Data, you’ll find Jigsaw Company Info. Those are the connectors you’ll need, and the instructions for each one will be relatively similar from here on.<br /><br />With an account set up and the connector installed into your Eloqua instance, you're now ready to quickly add in data from Salesforce.com's Jigsaw service into any program.<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjbBHMP6_DXIIbWrV-kOR9Mv-2bHHACgOa875vGrvo1q8HRD5ExC62OCnS0LCTfvNhuZIHOIXctphlfxfq5hsZOvtBBMrcYsgE56cHNsVRF8TrTNIZonrvTfnLLHq40VCP3IezTLLjoK78/s1600/Jigsaw_ProgramStep.jpg"><img style="cursor: pointer; width: 182px; height: 106px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjbBHMP6_DXIIbWrV-kOR9Mv-2bHHACgOa875vGrvo1q8HRD5ExC62OCnS0LCTfvNhuZIHOIXctphlfxfq5hsZOvtBBMrcYsgE56cHNsVRF8TrTNIZonrvTfnLLHq40VCP3IezTLLjoK78/s400/Jigsaw_ProgramStep.jpg" alt="" id="BLOGGER_PHOTO_ID_5550342531882640290" border="0" /></a><br /><br />Add a step to your program, in this case we'll look at retrieving contacts at a specific company. The program step, in this case, will contain the companies, and we'll feed the contacts back into a contact group (obviously, if we want to process those contacts, we can just feed that contact group right into a program, but that's another topic).<br /><br />For the step definition, choose "Cloud Connector", and you should have a drop down of options appear below. If the Jigsaw Contact Search option is not in that list, make sure you added the cloud connector definition to your Eloqua instance as we looked at earlier.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfjfPYxBKikFses6e8EJZzP4ywH-R8Qjw_ESYwjAOaGHWzgWC55C36jF4GJhX-OT06MaVAYjjsOMUFUNH6JVcynxV0Wid66tSEbMAcIyPEnAgWoX_to0sFntKTNHsCg1NHqcpNUmUvNRE/s1600/Jigsaw_ProgramStepDefinition.jpg"><img style="cursor: pointer; width: 400px; height: 184px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfjfPYxBKikFses6e8EJZzP4ywH-R8Qjw_ESYwjAOaGHWzgWC55C36jF4GJhX-OT06MaVAYjjsOMUFUNH6JVcynxV0Wid66tSEbMAcIyPEnAgWoX_to0sFntKTNHsCg1NHqcpNUmUvNRE/s400/Jigsaw_ProgramStepDefinition.jpg" alt="" id="BLOGGER_PHOTO_ID_5550342527016549330" border="0" /></a><br /><br />Click on the "Configure" button to pop open the configuration window. This connector will need your credentials for Eloqua (must be API-enabled), and for Jigsaw (it uses whatever license you have with Jigsaw so you will be charged for data accordingly).<br /><br />In the configuration screen, choose what roles, levels, and geographies you are interested in, how many contacts per company you would like to retrieve. Hit save on this page to save your selections.<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjY0CzK9OyTxpNg9nns0oFuE8QG6j65b3BCXas1dkTDpqLCu9D0QFo5gqlDBq4DDccpwFmKLbqze96LRqEPWnbt7DM6Bw1nJqO_F1nUGplt7_nyqnLKBR7GHxh0049iRjjn_hxXLXG4hlI/s1600/Jigsaw_Configuration.jpg"><img style="cursor: pointer; width: 400px; height: 241px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjY0CzK9OyTxpNg9nns0oFuE8QG6j65b3BCXas1dkTDpqLCu9D0QFo5gqlDBq4DDccpwFmKLbqze96LRqEPWnbt7DM6Bw1nJqO_F1nUGplt7_nyqnLKBR7GHxh0049iRjjn_hxXLXG4hlI/s400/Jigsaw_Configuration.jpg" alt="" id="BLOGGER_PHOTO_ID_5550342524371811858" border="0" /></a><br /><br />On the next tab, field mappings, pick the contact field you would like to save the data in. Jigsaw returns a lot of great information, but if you don't want any particular field, just leave that blank.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiueCgWXLx31oyI5uzYbmIrKPxHQnk1RDOaI8bfurHVJxTUGL34v9LxGhV4lnYBZJDR5IUdY9C1wCpZsn-RGqM12RIqzQjndgswSMwrQ8IhQmQjuw20P5_9l9a4a2Cid9111i50FALouqA/s1600/Jigsaw_FieldMapping.jpg"><img style="cursor: pointer; width: 400px; height: 241px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiueCgWXLx31oyI5uzYbmIrKPxHQnk1RDOaI8bfurHVJxTUGL34v9LxGhV4lnYBZJDR5IUdY9C1wCpZsn-RGqM12RIqzQjndgswSMwrQ8IhQmQjuw20P5_9l9a4a2Cid9111i50FALouqA/s400/Jigsaw_FieldMapping.jpg" alt="" id="BLOGGER_PHOTO_ID_5550342517929014978" border="0" /></a><br /><br />When you're ready, you can either go to the "Run Step" tab to run a few trial runs and see what data you'll get back, or just go right to the "Credentials" tab, check off "Enable Step", and click "Save" in order to have the step running automatically.<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhaegp21ukyhD0bSXWDYojYcUvHIBSwXkw21OQS8jvS2QZoBncu0E4xaTI1vXyKYr9Sp7unK2EW6VupCPugJaOZK56e1Ep0LksUwi1idvEqMAcyYzYf-nyVk7Sx55lYzR2gkfylot72sZU/s1600/Jigsaw_Enable.jpg"><img style="cursor: pointer; width: 400px; height: 246px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhaegp21ukyhD0bSXWDYojYcUvHIBSwXkw21OQS8jvS2QZoBncu0E4xaTI1vXyKYr9Sp7unK2EW6VupCPugJaOZK56e1Ep0LksUwi1idvEqMAcyYzYf-nyVk7Sx55lYzR2gkfylot72sZU/s400/Jigsaw_Enable.jpg" alt="" id="BLOGGER_PHOTO_ID_5550342511644386706" border="0" /></a><br /><br />That's all that's needed. With that enabled, you'll have Jigsaw returning data on the right contacts at the companies you're interested in. The two other Jigsaw connectors, for company information, and for contact refresh, work in a very similar manner. Enjoy, and please don't hesitate to provide any feedback on what's working for you and what's not.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com2tag:blogger.com,1999:blog-1219593209707974691.post-28238910480941320422010-12-06T09:00:00.001-05:002011-03-13T11:56:12.103-04:00Generic Web Forms from Program BuilderAs your <a href="http://www.eloqua.com/topics/marketing-automation.html">marketing automation</a> programs become increasingly advanced, there is sometimes a need to tie into remote systems from half way through a program. Perhaps a lead needs to be created in an proprietary, custom CRM system, or a demo account needs to be registered if a person reaches a certain threshold.<br /><br />With Eloqua, you can now accomplish this by triggering a generic form submit from any step in Program Builder. Whether the step contains contacts, companies, or prospects, the data on those individuals can be packaged up and submitted as a web form (http Get or Post). Simply create a step in your program, and choose "Cloud Connector" as your step type to access Cloud Connector functionality.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-96HoXJriwkn_r9g5whjMmabyWT2SCEnSqOhdXyBNeA6mV4XmlJr3O9jQ1wXd5pxVSqweUAiFNMDiKqxzth38nSUHiHGWAlfwtfDmuEgv7-UoXdmdsQuWU-WYJJGohOp6mal2l6ev9Ok/s1600/CloudConnectorFormStepDefinition.jpg"><img style="cursor: pointer; width: 167px; height: 99px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-96HoXJriwkn_r9g5whjMmabyWT2SCEnSqOhdXyBNeA6mV4XmlJr3O9jQ1wXd5pxVSqweUAiFNMDiKqxzth38nSUHiHGWAlfwtfDmuEgv7-UoXdmdsQuWU-WYJJGohOp6mal2l6ev9Ok/s400/CloudConnectorFormStepDefinition.jpg" alt="" id="BLOGGER_PHOTO_ID_5546482740419413154" border="0" /></a><br /><br />The Cloud Connector step type we'll use for this is Form Submit Contact. If you haven't done this before in your install, you won't see that connector in the drop down list. That's okay, it's really simple to add them. See the recent post on <a href="http://eloqua.blogspot.com/2010/11/cloud-connector-installation-step-by.html">Cloud Connector Installation instructions</a> for how to add a new Cloud Connector to your install.<br /><br />To find the Cloud Connector for submitting a form, go to <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> and create an account. Under Contact Data, you'll find Form Submit (Contact). That's the connector you need, and follow the instructions to install it. (similar connectors are available for Prospects and Companies).<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9XaYHaEuS5PH3Y20ilMHONsV78siTN2BfyvNO94fLgHQCyMI15tZhvyyhZw9qn3dJ1QCM3nw-pW4Ydc-4ZFQ1hOve895m8DFLZIhVY4wnyIm-MDRXaQyeEJxxiXl5BeJqzSIQlS-Fsjo/s1600/CloudConnectorBlackStarfishMenuFormContact.jpg"><img style="cursor: pointer; width: 381px; height: 202px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9XaYHaEuS5PH3Y20ilMHONsV78siTN2BfyvNO94fLgHQCyMI15tZhvyyhZw9qn3dJ1QCM3nw-pW4Ydc-4ZFQ1hOve895m8DFLZIhVY4wnyIm-MDRXaQyeEJxxiXl5BeJqzSIQlS-Fsjo/s400/CloudConnectorBlackStarfishMenuFormContact.jpg" alt="" id="BLOGGER_PHOTO_ID_5546485404578254306" border="0" /></a><br /><br />With that installed, you now can select it, and you will see a "Configure" button beside the dropdown that allows you to access the configuration screen.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsKukmsTWxKGeRfECavwhEHxJ_J4BfHMuiL49b9gh1ZJbc_M12uQeCQ0utqSqtAbIYGriIh0_7Zzs6MCqhQOF24yRLBF65YmAjWfIFrvSg5M-KISM1DN_HPKU7fBjR4CZEf9zJpMWYtsI/s1600/CloudConnectorFormStepConfig.jpg"><img style="cursor: pointer; width: 400px; height: 340px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsKukmsTWxKGeRfECavwhEHxJ_J4BfHMuiL49b9gh1ZJbc_M12uQeCQ0utqSqtAbIYGriIh0_7Zzs6MCqhQOF24yRLBF65YmAjWfIFrvSg5M-KISM1DN_HPKU7fBjR4CZEf9zJpMWYtsI/s400/CloudConnectorFormStepConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5546482746242778770" border="0" /></a><br /><br />The first thing to configure is the destination form. Input the form URL on the site you are targeting. (note, that to perform some interesting creative scenarios, you can also point this right back at Eloqua web forms...).<br /><br />Choose whether you want http Post or Get as your method, and then add any form variables that are submitted with every form regardless of the person.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeLnk_7lApMYQWifvdjLo9NGSYDuncx1s8oA5bNI8hT_H3iKBCxy_6SloGYZUE9wZLDwm3ESKrLYPY5RvZKiRIIUr0aQWUDDR5wCnU0WN5HS4F9hkTYWiyg6zH-8SO12L8O5Ny02s28bQ/s1600/CloudConnectorFormStepConnectorConfig.jpg"><img style="cursor: pointer; width: 400px; height: 135px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeLnk_7lApMYQWifvdjLo9NGSYDuncx1s8oA5bNI8hT_H3iKBCxy_6SloGYZUE9wZLDwm3ESKrLYPY5RvZKiRIIUr0aQWUDDR5wCnU0WN5HS4F9hkTYWiyg6zH-8SO12L8O5Ny02s28bQ/s400/CloudConnectorFormStepConnectorConfig.jpg" alt="" id="BLOGGER_PHOTO_ID_5546482736265660642" border="0" /></a><br /><br />Then, to configure the set of fields that are submitted from each contact, prospect, or company, click the Edit Fields button. You will see a simple UI that allows you to choose the fields you are interested in, and then provide the HTML name for those fields in the web form you want to submit.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqHdLNBJ_1tmE470zy9JzP8YMeHSYss40eCOhx0Q6Z_Lv6PVDBtCMiQIhBSAN6o2eh-dyXsujhKcAhh9DvuBpzpwC1OeuNjQT0JLO8TKYePF7o91u4_k3AbqUUMDX194qmDfmkyEnGdYI/s1600/CloudConnectorFormStepConnectorFields.jpg"><img style="cursor: pointer; width: 400px; height: 295px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqHdLNBJ_1tmE470zy9JzP8YMeHSYss40eCOhx0Q6Z_Lv6PVDBtCMiQIhBSAN6o2eh-dyXsujhKcAhh9DvuBpzpwC1OeuNjQT0JLO8TKYePF7o91u4_k3AbqUUMDX194qmDfmkyEnGdYI/s400/CloudConnectorFormStepConnectorFields.jpg" alt="" id="BLOGGER_PHOTO_ID_5546482727613010994" border="0" /></a><br /><br />Click the "Set Values" button, and don't forget to hit save on the configuration screen to save these values, and you're all set. Use the "Run Step" tab to do a test or two to make sure that you've set everything up as intended. You'll be able to see what the forms that are being submitted will look like and what data is retrieved for each contact in the step.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxZ00BVroozeTFZ-aL5kMHcGJpIzy5hVapXNtLJxjCCSxJahnA9PghLL6VREOef-vrkqbp02YO6kZJTpy3wV-C0oHZzi6rj3SC9WnO2EP4zxsTavpL95obkPGRFbmJOR8K4C9cu5i8vMg/s1600/CloudConnectorFormStepTestResults.jpg"><img style="cursor: pointer; width: 400px; height: 163px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxZ00BVroozeTFZ-aL5kMHcGJpIzy5hVapXNtLJxjCCSxJahnA9PghLL6VREOef-vrkqbp02YO6kZJTpy3wV-C0oHZzi6rj3SC9WnO2EP4zxsTavpL95obkPGRFbmJOR8K4C9cu5i8vMg/s400/CloudConnectorFormStepTestResults.jpg" alt="" id="BLOGGER_PHOTO_ID_5546554919571128498" border="0" /></a><br /><br />When you're ready to go, go back to the "Credentials" tab and check off the "Enabled" checkbox to have this step run automatically.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFoYhRbJUcNHt2IB2P43xl5TEWcfM4cR49Lt0mjQYt_cUWQJPCbyeM-caQPJ9qkq6oXqKMQ8ZIEFNEGay38m825VKfpg9NVMCdWSpyAKyJhReCnMefn_T49zNhbG0kx7XuKQcFFtnkxbU/s1600/CloudConnectorEnable.jpg"><img style="cursor: pointer; width: 400px; height: 249px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFoYhRbJUcNHt2IB2P43xl5TEWcfM4cR49Lt0mjQYt_cUWQJPCbyeM-caQPJ9qkq6oXqKMQ8ZIEFNEGay38m825VKfpg9NVMCdWSpyAKyJhReCnMefn_T49zNhbG0kx7XuKQcFFtnkxbU/s400/CloudConnectorEnable.jpg" alt="" id="BLOGGER_PHOTO_ID_5546554915102056146" border="0" /></a><br /><br />Now as anyone flows into that step within Program Builder, a form is automatically sent on their behalf exactly as you specified.<br /><br />Hopefully this capability is useful for you, don't be shy about feedback, we look forward to hearing from you. For those of you who are inspired to do so, please find the <a href="http://eloqua.blogspot.com/2010/06/eloqua-cloud-connectors.html">instructions to build your own Cloud Connector</a> here. We look forward to seeing what you create.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com6tag:blogger.com,1999:blog-1219593209707974691.post-60476944771407627162010-11-15T09:00:00.000-05:002010-11-15T09:00:08.417-05:00Creating Reports from Eloqua Discover for Salesforce.com(guest post from Ben McPhee)<br /><br />As you may know, we recently launched a new sales tool called <a href="http://www.eloquaforsales.com/"><span style="font-weight: bold;">Eloqua Discover for Salesforce.com</span></a>. This application, written entirely on the Force.com platform, provides sales reps both individual and account-level activity insights paired with flexible tracking tools so that they are able to understand which prospects they should be engaging, with what content they should be engaging them and when engagement would be most effective.<br /><br />But the question comes up:<br /><br /><span style="font-weight: bold; font-style: italic;"></span><blockquote><span style="font-weight: bold; font-style: italic;">How can management and executives get the same information? What about the management and executive level folks that do not directly own or engage all sales opportunities but want to leverage the insights provided by Discover to keep track of general activity within territories and understand who the hottest accounts are?</span></blockquote><br /><br />Because of the way Eloqua Discover for Salesforce.com is designed, you can easily generate rollup activity reports right in Salesforce.com based on rep & region and know exactly which Accounts in which regions are most likely to buy. Here’s what it can look like:<br /><br /><span style="font-style: italic;">The graph below illustrates which regions have the greatest purchase interest at the Account level, broken down by which reps own those Accounts</span><br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgOiF5JgnIvsuA2YR4e_pnR7B2mOUnjTUZsxN-Jjd-xxJAd4ggyBl_dfIkt2XX-_sixvX-H84pqOWaFSZPKCYtX0ivYZ81rZmrOEwT-w5OFjLGxwki31l7ps90xN9ezZqzECCKAa5-qnOw/s1600/Discover_BuySignals.jpg"><img style="cursor: pointer; width: 400px; height: 320px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgOiF5JgnIvsuA2YR4e_pnR7B2mOUnjTUZsxN-Jjd-xxJAd4ggyBl_dfIkt2XX-_sixvX-H84pqOWaFSZPKCYtX0ivYZ81rZmrOEwT-w5OFjLGxwki31l7ps90xN9ezZqzECCKAa5-qnOw/s400/Discover_BuySignals.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763677490057346" border="0" /></a><br /><br /><span style="font-style: italic;">The graph below illustrates which Accounts are showing the most buying interest, by region. Hovers allow you to quickly see exactly which Accounts are exhibiting the highest engagement</span><br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlW8B3VA5faBfpLNqQikLFCr7P2L6F6HYkMHW5cfdIkcHlZqwVcwAMKWUDduX9YFknx-t49RX39DggY1mTRDPFmm41EXG0Lp0rI9YBcug2kqNRJAsIL5JwzXBeK8dq2G4mOQ1qyV0Eblw/s1600/Discovery_HottestAccounts.jpg"><img style="cursor: pointer; width: 400px; height: 392px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlW8B3VA5faBfpLNqQikLFCr7P2L6F6HYkMHW5cfdIkcHlZqwVcwAMKWUDduX9YFknx-t49RX39DggY1mTRDPFmm41EXG0Lp0rI9YBcug2kqNRJAsIL5JwzXBeK8dq2G4mOQ1qyV0Eblw/s400/Discovery_HottestAccounts.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763672822196066" border="0" /></a><br /><br />How do you do this? It’s actually pretty straight forward.<br /><br />In short, you just make a report in SFDC that references a few extra fields that Discover has added to your Account object. You could also do it based on fields added to the Contact and Lead objects (the same fields are added to all), but for illustration purposes, we’ll focus on the Account rollup reporting here.<br /><br />Once Eloqua is up and running with activity synchs to SFDC and you have installed and configured Eloqua Discover for Salesforce.com, you can go to create a new report.<br /><br />To create the reports shown above, you will want to create a <span style="font-weight: bold;">Accounts & Contacts</span> report, then base it on <span style="font-weight: bold;">Accounts</span>.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSqGMHV5F_hlZNFdtY9PBnea2mUcBXCImIYwPYPdt1R_Z2LY8V6PbeWiVHMlxGuLyjWuPfwQprmRZqAeSp8OLX58mw6sLdlPN6xD_4oco44NdJrfcxAYM9eqZJsoPzZA7SGHwXVr6ijEI/s1600/Discover_SelectReport.jpg"><img style="cursor: pointer; width: 228px; height: 207px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSqGMHV5F_hlZNFdtY9PBnea2mUcBXCImIYwPYPdt1R_Z2LY8V6PbeWiVHMlxGuLyjWuPfwQprmRZqAeSp8OLX58mw6sLdlPN6xD_4oco44NdJrfcxAYM9eqZJsoPzZA7SGHwXVr6ijEI/s400/Discover_SelectReport.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763673072356930" border="0" /></a><br /><br />Select the type of report you want (e.g., <span style="font-weight: bold;">Summary</span>) and then when you get to the<span style="font-weight: bold;"> Standard Summary Fields</span> interface, scroll down and you will note additional fields that have been added to the Account object by the Discover application:<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg47GF6SQu2E_B1lahsFknqF66h4WRcDMQdrObUd-tVKEUn17zcRC1NAsoQdOwsRzh7GD-19lJW8crWrhkJ3CZEqOYKkp_ILG3I-wjSsZ98jaTLN2VL7uEqkFFDTILHOsd3nyNYZV6EQ54/s1600/Discover_SummaryFields.jpg"><img style="cursor: pointer; width: 400px; height: 113px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg47GF6SQu2E_B1lahsFknqF66h4WRcDMQdrObUd-tVKEUn17zcRC1NAsoQdOwsRzh7GD-19lJW8crWrhkJ3CZEqOYKkp_ILG3I-wjSsZ98jaTLN2VL7uEqkFFDTILHOsd3nyNYZV6EQ54/s400/Discover_SummaryFields.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763667610944626" border="0" /></a><br /><br />Opt to <span style="font-weight: bold;">Sum </span>any of the fields on which you want to report – in this case, we have used <span style="font-weight: bold;">Total Buy Signals </span>and <span style="font-weight: bold;">Total Open Opportunities</span> (we are using Total Open Opps so that we can filter out Accounts that do not have at least one open opportunity).<br /><br />Depending on how you want to group the data (e.g., You are interested in seeing, by region, WHICH ACCOUNTS have the most Buy Signals), select the appropriate metrics. For the second graph above, we use the following grouping logic:<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhasE2vT6RkUPdsqoGBboWLyZH5er7vVswHCUs_b7GlEnsH_64wWRLq5u5KDr8TZRVLlsTCyHCJTevSCjdbbqj92PujyHAg0uqyDDn0DmuNal0A4-OIxHHST6ASLxPZ-txxkqI-7x_owDs/s1600/Discover_Rollup.jpg"><img style="cursor: pointer; width: 400px; height: 94px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhasE2vT6RkUPdsqoGBboWLyZH5er7vVswHCUs_b7GlEnsH_64wWRLq5u5KDr8TZRVLlsTCyHCJTevSCjdbbqj92PujyHAg0uqyDDn0DmuNal0A4-OIxHHST6ASLxPZ-txxkqI-7x_owDs/s400/Discover_Rollup.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763506984795506" border="0" /></a><br /><br />Then make sure that in your Columns selection, from the <span style="font-weight: bold;">Account: Custom Info</span> area, you choose the 2 new fields – <span style="font-weight: bold;">Total Open Opportunities</span> and <span style="font-weight: bold;">Total Buy Signals</span>:<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqJaM8YqXdUh4l2hQrljP55TMpjVZB8X_sow5V-StVP1sLhtyRRKTMbFcTMaCJAkNj-gy0nTq21rRFdu0lgkafce8mpnH7-MNYpieZSsfIuCP4f1Vmt3sY13MjNHH3BTEy1kne9eH8OVI/s1600/Discover_CustomInfo.jpg"><img style="cursor: pointer; width: 400px; height: 34px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqJaM8YqXdUh4l2hQrljP55TMpjVZB8X_sow5V-StVP1sLhtyRRKTMbFcTMaCJAkNj-gy0nTq21rRFdu0lgkafce8mpnH7-MNYpieZSsfIuCP4f1Vmt3sY13MjNHH3BTEy1kne9eH8OVI/s400/Discover_CustomInfo.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763495663999266" border="0" /></a><br /><br /><br />Then, make sure you apply a filter that weeds out:<br />• Accounts linked to no open opportunities<br />• Accounts that aren’t showing a relatively significant amount of activity<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzBe988lvHCOIXfbI5xStvYVo-7wdQsgkma02Avn8Q6cU3NdaFkelLyGzbWU4p84ngP5Vb8VqaukpoilF5vL5SpU75606lAFgt0haop5T-s4Gp1_eZeTX6pC1A-00NTGu9UNJUYOgp31o/s1600/Discover_Filters.jpg"><img style="cursor: pointer; width: 400px; height: 148px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzBe988lvHCOIXfbI5xStvYVo-7wdQsgkma02Avn8Q6cU3NdaFkelLyGzbWU4p84ngP5Vb8VqaukpoilF5vL5SpU75606lAFgt0haop5T-s4Gp1_eZeTX6pC1A-00NTGu9UNJUYOgp31o/s400/Discover_Filters.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763495174981858" border="0" /></a><br /><br />Depending how your regions are broken out, you may also want to generate several different reports only covering certain regions or certain reps (as we have done in this example), so the filters are entirely up to you and will simply dictate the breadth of data you want to cover in each overview report.<br /><br />Now, you just have to put the finishing touches on your Chart. The below outlines the basic setup for the <span style="font-weight: bold;">Hottest Accounts by Region</span> report:<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh2jW28_W6qL67xjdbA5Jet4xq7tcSOHWsMjMvbVQtFZgEB_LKRVLCtHRbJEh7BK5C59M96X_i0Dmd8I7C7GR3SheW6Rko9XKzY7BE3iXKC5EVHyqiQxDuXUJsVcWekbbcWVLhNjRWhjbw/s1600/Discover_ChartSettings.jpg"><img style="cursor: pointer; width: 400px; height: 136px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh2jW28_W6qL67xjdbA5Jet4xq7tcSOHWsMjMvbVQtFZgEB_LKRVLCtHRbJEh7BK5C59M96X_i0Dmd8I7C7GR3SheW6Rko9XKzY7BE3iXKC5EVHyqiQxDuXUJsVcWekbbcWVLhNjRWhjbw/s400/Discover_ChartSettings.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763489970430834" border="0" /></a><br /><br />And you’re done!<br /><br />Now that you can quickly whip up overview reports of your hottest Accounts, Leads and Contacts, Eloqua Discover for Salesforce.com quickly becomes an invaluable tool for not only providing your sales reps with close power but also for providing your sales management and executive team with high-level insight into which regions, reps and accounts are seeing and generating the most interest in your products.<br /><br />If you’d like some general info on Eloqua Discover for Salesforce.com, please get a hold of your Customer Success Manager and/or check out <a href="http://eloquaforsales.eloqua.com/">http://eloquaforsales.eloqua.com/</a>.<br /><br />A question out to the readers and users – will this type of reporting prove valuable? Why? If not, what are the additional metrics and perspectives that would really drive this over the fence?<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0Vf9QTLJaHxGJhuMpTvHPx_HZT0jMVvDcsaxyBL8gpnoPxVhF81HE4BSm1efTytbaLPxlrGSOxgNMdSCF8YpF19WfFc4MmO5cNOuqGg5qSz_U8lTxLCMLNhqBFrrr-ODwbLZazQRZeXY/s1600/Discover_MainScreen.jpg"><img style="cursor: pointer; width: 400px; height: 279px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0Vf9QTLJaHxGJhuMpTvHPx_HZT0jMVvDcsaxyBL8gpnoPxVhF81HE4BSm1efTytbaLPxlrGSOxgNMdSCF8YpF19WfFc4MmO5cNOuqGg5qSz_U8lTxLCMLNhqBFrrr-ODwbLZazQRZeXY/s400/Discover_MainScreen.jpg" alt="" id="BLOGGER_PHOTO_ID_5537763486379290482" border="0" /></a>Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com0tag:blogger.com,1999:blog-1219593209707974691.post-85132453662399306282010-11-09T09:46:00.010-05:002011-03-13T15:53:14.625-04:00Cloud Connector Installation, Step by Step(guest post by Dave Seaton)<br /><br />An exciting new capability within Eloqua that you may have heard mention of a couple of times is the <a href="http://eloqua.blogspot.com/2010/06/eloqua-cloud-connectors.html">Cloud Connector</a> concept. Essentially, Cloud Connectors allow anyone in the Eloqua community to build their own steps within Program Builder. If you're interested, the instructions for<a href="http://eloqua.blogspot.com/2010/06/eloqua-cloud-connectors.html"> building Cloud Connectors are here</a>, but for now, we'll focus on installing one that's already built.<br /><br />Here's a step by step guide to getting your first Cloud Connector installed and ready to go.<br /><br /><span style="font-weight: bold;">1) Enable Account</span><br /><br />First you need to have your account set up correctly. Please ensure that your company is enabled for API usage and that the user account you plan on using is enabled as an API user. To confirm your company has the API enabled please contact an Eloqua Product Specialist at 1 866 327 8764. If you are a customer administrator for Eloqua you can go to the user management tab and ensure that the user has the API User role enabled as well as one of Advanced User - Marketing or Basic User - Marketing User Role. Please feel free to contact an Eloqua Product Specialist if you require assistance setting up an account.<br /><br /><span style="font-weight: bold;"><br /></span><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUN5gpTYDxdSmQxA4ADOIM46RGT79B1KlpygFH7T0T5mjM4gMvktgtBIAQ6bx7MFBZ7UsJN9NtTGA9R6e715xDyrPq6PvNmYdA0ncpwUZFBtAIz842maNT76AO8mcq2divo6f2JOzkfKs/s1600/screenshot1.jpg"><img style="cursor: pointer; width: 400px; height: 264px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUN5gpTYDxdSmQxA4ADOIM46RGT79B1KlpygFH7T0T5mjM4gMvktgtBIAQ6bx7MFBZ7UsJN9NtTGA9R6e715xDyrPq6PvNmYdA0ncpwUZFBtAIz842maNT76AO8mcq2divo6f2JOzkfKs/s400/screenshot1.jpg" alt="" id="BLOGGER_PHOTO_ID_5537564360841808914" border="0" /></a><br /><br /><span style="font-weight: bold;">2) Find A Connector</span><br /><br />With an API-enabled, account, you're now ready to set up a connector. If you have built one already, or have a third party you're working with, great. For this example, we'll use one of the connector prototypes that Eloqua has built, available at <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a>, but the same sequence of steps is used for whatever connector you're looking to install.<br /><br />Each connector is identified by a unique code, and a URL. These should either be displayed in the connector's setup screen, or provided to you by your Cloud Connector provider. You will need to copy the Unique Code and Configuration URL into Eloqua.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgM3as28QhIcjj1GafA0Z89KlnCGX2F2n2le6jPtwDjlmYV-36hHhsPnzZd7mko-mVr2bTmg23NSmTPW_XFv5dGB0zqBTGWNl_B-tKr5XEZ51jB34iBKhc2-QCYrjN2KkTrSazdQxAbB84/s1600/CloudConnectorEmbedURL.jpg"><img style="cursor: pointer; width: 400px; height: 118px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgM3as28QhIcjj1GafA0Z89KlnCGX2F2n2le6jPtwDjlmYV-36hHhsPnzZd7mko-mVr2bTmg23NSmTPW_XFv5dGB0zqBTGWNl_B-tKr5XEZ51jB34iBKhc2-QCYrjN2KkTrSazdQxAbB84/s400/CloudConnectorEmbedURL.jpg" alt="" id="BLOGGER_PHOTO_ID_5583654892143848082" border="0" /></a><br /><br /><br /><span style="font-weight: bold;">3) Install Connector In Eloqua</span><br /><br />To install this Cloud Connector in Eloqua go to System Management and you will see the Cloud Connector Manager on the left side. (Setup -> Management -> System Management -> Cloud Connector Manager)<br /><br />Name your Cloud Connector in the service name field, copy the Configuration URL from <a href="http://cloudconnectors.eloqua.com/">cloudconnectors.eloqua.com</a> into the service URL field and copy the Unique Code from the provider into the Unique ID field. Click add - you have now created a Cloud Connector!<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiaZuUOW8BNdtdMdkIaGjl86aU8UOuO_9EEFV6j1a5NDTYgYrBCrYUnNRHklOfLEzco941kITY7fL04jLlEDbhgawPH_5ir5_tfCi2rgIbLB7uNQ3Un7J7agWgs2PjDmd5PWihk9AfIZAY/s1600/screenshot4.jpg"><img style="cursor: pointer; width: 400px; height: 224px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiaZuUOW8BNdtdMdkIaGjl86aU8UOuO_9EEFV6j1a5NDTYgYrBCrYUnNRHklOfLEzco941kITY7fL04jLlEDbhgawPH_5ir5_tfCi2rgIbLB7uNQ3Un7J7agWgs2PjDmd5PWihk9AfIZAY/s400/screenshot4.jpg" alt="" id="BLOGGER_PHOTO_ID_5537564380113575122" border="0" /></a><br /><br /><span style="font-weight: bold;">4) Implement Connector</span><br /><br />With this Cloud Connector installed, it will now be an available option within a step in Program Builder. You can use it once, twice, or as many times as you like, as you would a normal Program Builder step. To implement the connector go to the Program Builder module in Eloqua. In a program you need only create a new step and set the default action to Cloud Connector. Then use the drop down menu to select the Cloud Connector you have created.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixnEq6gX7eqK0khYFEpnKeQCcgpSrQ_lGvh2dPqTtOnr_MH7W2vLGpn6GTVqDzWnjjMoS3ZnOyH2pzH22vWxhivG4IoVHEOVnkURphuweJSpjM8XL-auIJmbsUt7iDJDOqYoNa1tCYKmM/s1600/ConnectorInProgramBuilder.jpg"><img style="cursor: pointer; width: 400px; height: 384px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixnEq6gX7eqK0khYFEpnKeQCcgpSrQ_lGvh2dPqTtOnr_MH7W2vLGpn6GTVqDzWnjjMoS3ZnOyH2pzH22vWxhivG4IoVHEOVnkURphuweJSpjM8XL-auIJmbsUt7iDJDOqYoNa1tCYKmM/s400/ConnectorInProgramBuilder.jpg" alt="" id="BLOGGER_PHOTO_ID_5537566124389213362" border="0" /></a><br /><br /><span style="font-weight: bold;">5) Configure Connector</span><br /><br />While editing the default action of your cloud connector step you will need to configure the external program that the Cloud Connector connects to. Simply click on the configure button, login and a window will open that connects you to the login for the Cloud Connector's configuration screen.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJfb6c_IXrg1iUwcwbWCaK8kNnUzUxjRTGz3htrxTcA5BiF9SVLb7fCqOySmuSpKTkRDZk1z4q-TpM7x2tIcYrj3XeMQZClqSIo3i6XENNJ6hTdEbZpT9ootjdvjR8QIT1kmgZmjvkYMM/s1600/CloudConnectorConfigurationScreen.jpg"><img style="cursor: pointer; width: 400px; height: 293px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJfb6c_IXrg1iUwcwbWCaK8kNnUzUxjRTGz3htrxTcA5BiF9SVLb7fCqOySmuSpKTkRDZk1z4q-TpM7x2tIcYrj3XeMQZClqSIo3i6XENNJ6hTdEbZpT9ootjdvjR8QIT1kmgZmjvkYMM/s400/CloudConnectorConfigurationScreen.jpg" alt="" id="BLOGGER_PHOTO_ID_5537566766151705250" border="0" /></a><br /><br />You have now installed and configured your first Cloud Connector!Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com6tag:blogger.com,1999:blog-1219593209707974691.post-44494750299827872010-10-04T12:55:00.000-04:002010-10-04T12:55:00.276-04:00Follow Drake to San Francisco for Eloqua Experience<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEim1JFqO336kCpIrvWvAJB_Isq2tlmccJqwrOsnVZfphkX3U54IXvtnG-hRNGp2UkuYdcT-epFbfP1r2KkLNEtpR3byQbUXfhAjb0aMiC2N2s59kHPLdAxiQxsPqhPFNUrAWrjVIrTGYDc/s1600/EloquaTour_email_Drake.gif"><img style="MARGIN: 0px 0px 10px 10px; WIDTH: 84px; FLOAT: right; HEIGHT: 175px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5524230932460427026" border="0" alt="" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEim1JFqO336kCpIrvWvAJB_Isq2tlmccJqwrOsnVZfphkX3U54IXvtnG-hRNGp2UkuYdcT-epFbfP1r2KkLNEtpR3byQbUXfhAjb0aMiC2N2s59kHPLdAxiQxsPqhPFNUrAWrjVIrTGYDc/s320/EloquaTour_email_Drake.gif" /></a><br /><p>Hi Eloqua friends - Drake here, your Eloqua Customer Success Tour Ambassador. Today I’m beginning my cross-country trip to Eloqua Experience 2010 where I will be working at the Eloqua University booth. I’m starting from the east coast of the US and making my way by plane and car to San Francisco, arriving on October 17. Why am I telling you this? Because you can follow me along the way, guess my route, and potentially win a $100 iTunes or Amazon gift card. Here’s how:<br /></p><ul><br /><li>Every weekday I will be posting a clue about where I am on my Facebook wall (<a href="http://www.facebook.com/EloquaDrake">www.facebook.com/EloquaDrake</a>) and via Twitter (<a href="http://twitter.com/eloquadrake">@EloquaDrake</a>). </li><br /><li>You can post your guess about my location (name of the city) in the comments on my Facebook wall, then after two more moves I’ll reveal where I was. </li><br /><li>I’ll be keeping a tally of who has the most correct guesses and that person will win the gift card.</li><br /><li><em>Tip:</em> You don’t have to be going to Eloqua Experience to participate, but if you <em>are</em> going to be there, I’ll also throw in an extra gift onsite at the event as well. </li></ul><br /><p>Here are a few more pieces of information about the locations I’ll be visiting: </p><br /><ul><br /><li>They’re all US cities with populations over 100,000</li><br /><li>When I fly, I’ll be flying on Continental non-stop</li><br /><li>When I drive, it will be somewhere that I can get to within 8 hours in a car (which will really only take me 6 hours, heh heh) – in other words about 500 miles. </li><br /><li>I won't ever backtrack - my movement will always be in the direction of San Francisco</li></ul><br /><p><a href="http://www.facebook.com/eloquadrake">Visit me on Facebook today</a> for my first clue about my starting point city.</p>Heather Foehhttp://www.blogger.com/profile/17364521511894475371noreply@blogger.com0tag:blogger.com,1999:blog-1219593209707974691.post-60619349908822442802010-08-31T13:35:00.004-04:002010-09-01T11:32:31.589-04:00Win a Free Ticket to Eloqua Experience!<a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHLIw8qWVkXC-mkfsG21rKFk8dED5T9DKvA6PsMvDNzif28sHA1shW_4C63Aui7zzOw9L6KTBoN4HD5X9c_0PryULQnapP5oWxj9VwUynM1RmXfzncaWjWurnDSRQDFDmLZSdKwU9NNZ8/s1600/BiggestEloquaFan.jpg"><img style="float: right; margin: 0pt 0pt 10px 10px; cursor: pointer; width: 400px; height: 208px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHLIw8qWVkXC-mkfsG21rKFk8dED5T9DKvA6PsMvDNzif28sHA1shW_4C63Aui7zzOw9L6KTBoN4HD5X9c_0PryULQnapP5oWxj9VwUynM1RmXfzncaWjWurnDSRQDFDmLZSdKwU9NNZ8/s400/BiggestEloquaFan.jpg" alt="" id="BLOGGER_PHOTO_ID_5511629807394015778" border="0" /></a><span style="font-style: italic;">(guest post from Adrian Chang)</span><br /><br />Are you Eloqua's biggest fan? Share why on our Facebook Fan page and you can win a <span style="font-weight: bold;">free ticket</span> to this year's <a href="http://www.eloquaexperience.com/">Eloqua Experience</a> in San Francisco from October 18-20.<br /><br />We are looking for you to share <span style="font-weight: bold;">10 Reasons</span> why you are Eloqua's biggest fan. Be creative<br /><br />- write a poem, create a YouTube video, or use photos to craft your submission. You will post your entry on our Eloqua's Facebook Page - <a href="http://www.facebook.com/eloqua">www.facebook.com/eloqua</a>.<br /><br /><span style="font-weight: bold;">Rules</span><br />· One entry per Eloqua Fan - make it count!<br />· You must be a fan of Eloqua on Facebook (Go to <a href="http://www.facebook.com/eloqua">www.facebook.com/eloqua</a> and "Like" our page)<br />· This contest is for Eloqua customers only<br />· You may use Twitter to promote your entry and link to our fan page - please use<span style="font-weight: bold;"> #1EloquaFan</span> for the contest.<br /><br />Also, if you want to make mention of this year's <a href="http://www.eloquaexperience.com/">Eloqua Experience</a>, please use <span style="font-weight: bold;">#EE10SF</span>.<br /><br /><span style="font-weight: bold;">Judging</span><br /><br />The winner will be selected by a committee of Eloqua employees. The committee will review entries based on creativity and response from the Eloqua community (Likes, Comments).<br /><br /><span style="font-weight: bold;">Duration</span><br /><br />Starts September 1st through the 15th (ending at 11:59pm PT). Winner will be announced on September 17th.<br /><br /><span style="font-weight: bold;">Prize</span><br />One (1) free ticket to Eloqua Experience. Current registrants may still apply - you will be reimbursed in the event that you are selected as the winner. Also, the winning entry will be featured during the conference.<br /><br />Eloqua Employees, Customers and Partners – How can you participate?<br /><br />1. If you are a Facebook User, please ensure that you are a Fan of Eloqua. Go to <a href="http://www.facebook.com/eloqua">www.facebook.com/eloqua</a> and<br />"Like" our page<br /><br />2. Highlight the entries that you like by commenting or click on the "Like" button for any entries<br /><br />3. For general guidelines as to how you can participate in Social Media - <a href="http://blog.eloqua.com/eloqua-socialplaybook">http://blog.eloqua.com/eloqua-socialplaybook</a><br /><br />Any questions? Please contact me Adrian Chang at 416.642.7586 or at adrian.chang@eloqua.comSteven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com2tag:blogger.com,1999:blog-1219593209707974691.post-48316128733243179812010-08-24T09:00:00.000-04:002010-08-24T09:00:07.482-04:00Content is King, but sometimes we need to replace the King<span style="font-style: italic;">(guest post from Ben McPhee)</span><br />We all know how important content is. It didn’t just rise to the throne à la nepotism like the rest of the kings with which we are familiar. No – content is legit. Content can make or break a campaign, a quarter or even a job.<br /><br />Now while content in and of itself is critical to pushing out information and pulling in prospects, what is just as important is the ability to manage content in such a way that it is always where it needs to be when it needs to be there. Pretty straight forward, but examples never hurt.<br /><br />Everyone knows that overwhelming sensation of dunce after sending out a work email to 5 executives reading, “Please see the attached deck . . .” and then shortly thereafter realizing that you either didn’t attach anything but your recently crippled pride or that you actually attached the first draft of the presentation you whipped up 3 months prior on 4 minutes of sleep.<br /><br />That kind of sucks – but now imagine you actually sent a link to the wrong presentation or an outdated rate sheet or a promotional flyer sporting a decimal place two digits too far to the right . . . to 50,000 of your prospects . . . yikes . . . would be nice if there was an easy way to stuff that one under the rug.<br /><br />But it’s not just about putting out fires – it’s also about having a scalable, manageable method of pushing out regular content updates to your prospect and client base. You may have the same email going out every week with only minor updates within the content to which the central link in the email directs your audience - do you really want to have to edit that email every single time you send it out? Or have to make changes to HTML or jump through any hoops whatsoever? If the execution and process management suffers from confinement and complexity, ripples can extend from poor content, to lost content to late content and beyond.<br /><br />Because we recognize the important of a clean and quick content delivery and update process, a while back, we implemented a Replace Content tool that makes it super-easy to swap content to which you are linking in your emails and landing pages - WITHOUT having to actually go into those emails and landing pages! Now, we want to make sure you remembered that it’s there!<br /><br />1. Uploading your content is easy – just go to the Content Asset area and upload:<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiPo-sTFVl2i1ox2RvioKXH_zw67jQXo7EFYkt21JO_x7xJePazb3g9itiCicN8keN1caAVRrPvvWIC-0-6vqOAzu-dxQXOL6XoKmK5sPUFcSbebPaVdtv7jkF7c6LXS_iQiVg59oTSW4/s1600/ContentAssetsMenu.jpg"><img style="cursor: pointer; width: 309px; height: 140px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiPo-sTFVl2i1ox2RvioKXH_zw67jQXo7EFYkt21JO_x7xJePazb3g9itiCicN8keN1caAVRrPvvWIC-0-6vqOAzu-dxQXOL6XoKmK5sPUFcSbebPaVdtv7jkF7c6LXS_iQiVg59oTSW4/s400/ContentAssetsMenu.jpg" alt="" id="BLOGGER_PHOTO_ID_5505680320337441282" border="0" /></a><br /><br />2. Then, to insert a replaceable link to the content, copy and paste either the Email Redirect Link (for emails, so that you can track clickthroughs AND ensure that your branding is properly injected into the URL, assuming you have either the Silver or Gold <a href="http://www.eloqua.com/platform/campaign_management/email_deliverability/">Branding & Deliverability </a>package) or the Trackable URL (for landing pages):<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb3DOXau7qLhuzz2tFaNlrvAXVrC6_FHnW5kLUe2NaXo4xo0xklOhPhKt0bhf24zYSfXj5BYRncyk_4EEDfj9JPPi3EqZn0xk3g6cGVZEqfMhS_U84cUTlak7ya9kGBVHeLiEva6-VHog/s1600/ContentAssetUpload.jpg"><img style="cursor: pointer; width: 400px; height: 125px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb3DOXau7qLhuzz2tFaNlrvAXVrC6_FHnW5kLUe2NaXo4xo0xklOhPhKt0bhf24zYSfXj5BYRncyk_4EEDfj9JPPi3EqZn0xk3g6cGVZEqfMhS_U84cUTlak7ya9kGBVHeLiEva6-VHog/s400/ContentAssetUpload.jpg" alt="" id="BLOGGER_PHOTO_ID_5505680314363469122" border="0" /></a><br /><br />3. Once you have inserted your replaceable content link into your email or landing page, it’s a breeze. Whenever you want to update the content to which the link points, simply go to your content asset, click the dropdown next to its name and select, Replace Content:<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_fSijmvbpNPyiJKSd6vdt3pqaUtrBBaXrFRtAT5UYFhJHe-3eCEqM5E386s3YyZAIGi2ya1V8MAbYKoObq8nFXvqsy1CV9mWm37SZsm6Il0zJphg6x-5H8V2zreclSd4L3IOStRUDY8I/s1600/ContentAssetReplace.jpg"><img style="cursor: pointer; width: 133px; height: 220px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_fSijmvbpNPyiJKSd6vdt3pqaUtrBBaXrFRtAT5UYFhJHe-3eCEqM5E386s3YyZAIGi2ya1V8MAbYKoObq8nFXvqsy1CV9mWm37SZsm6Il0zJphg6x-5H8V2zreclSd4L3IOStRUDY8I/s400/ContentAssetReplace.jpg" alt="" id="BLOGGER_PHOTO_ID_5505678752291345778" border="0" /></a><br /><br />4. Then select the file with which you want to replace the content and hit Replace:<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQsHj4xuBD3etxUsDdK2qIYg1BEiKDk0sEpi_NZQklTs1xRr_IyiIxVVG3Z9yRJJbXEf10KAxd6e2zWCs_merBvclhTBPXqCHBMGYlJfCVX3AHejgo6MhyphenhyphenLZ0Aqmq1oerdq7qHZKY0T2c/s1600/ContentAssetReplaceButton.jpg"><img style="cursor: pointer; width: 400px; height: 217px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQsHj4xuBD3etxUsDdK2qIYg1BEiKDk0sEpi_NZQklTs1xRr_IyiIxVVG3Z9yRJJbXEf10KAxd6e2zWCs_merBvclhTBPXqCHBMGYlJfCVX3AHejgo6MhyphenhyphenLZ0Aqmq1oerdq7qHZKY0T2c/s400/ContentAssetReplaceButton.jpg" alt="" id="BLOGGER_PHOTO_ID_5505678741471859826" border="0" /></a><br /><br />You’ll get a warning to verify that you in fact want out with the old and in with the new:<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhykAGdQsgRrS85EP0AX-N1b2Vtob3eRK4PMd_iWF9N3aRVYWmAQpfpCNLSuAPBx5vS4_61asUVNQyKIcvK09zDNRTLUMTYRNXDiHPzA0cED2cTKlAQAwqSUvEUNPCafX98Z5k8jsKnV7c/s1600/ContentAssetReplaceConfirm.jpg"><img style="cursor: pointer; width: 400px; height: 110px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhykAGdQsgRrS85EP0AX-N1b2Vtob3eRK4PMd_iWF9N3aRVYWmAQpfpCNLSuAPBx5vS4_61asUVNQyKIcvK09zDNRTLUMTYRNXDiHPzA0cED2cTKlAQAwqSUvEUNPCafX98Z5k8jsKnV7c/s400/ContentAssetReplaceConfirm.jpg" alt="" id="BLOGGER_PHOTO_ID_5505678735995985714" border="0" /></a><br /><br />Once you hit ok, the system will begin the replace process and then when it’s done, you’ll see the green bar of success and you’re done!<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhb5-eToCB6piEWZAuK_R6pn9DbHpzJTifbum54F-L5ehNJvT469mDwiu8rMoytKxK1qApbhPgBSkBiw7cyUjxyRLHhm4MGyCuK6h66zIOf6nLjfqx_yUD7hwrpNnsQGq9LNzgaVY1SSSI/s1600/ContentAssetReplaceSuccess.jpg"><img style="cursor: pointer; width: 400px; height: 65px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhb5-eToCB6piEWZAuK_R6pn9DbHpzJTifbum54F-L5ehNJvT469mDwiu8rMoytKxK1qApbhPgBSkBiw7cyUjxyRLHhm4MGyCuK6h66zIOf6nLjfqx_yUD7hwrpNnsQGq9LNzgaVY1SSSI/s400/ContentAssetReplaceSuccess.jpg" alt="" id="BLOGGER_PHOTO_ID_5505678731367420898" border="0" /></a><br /><br />Now anyone who clicks on the link you inserted in your email or landing page will be automatically redirected to the new content – and you barely had to do ANYTHING!<br /><br />Go ahead and test it – send an email out with a replaceable link in it, click it, see the first round content, replace the content, go back to the email, click the link again, check out the new content - takes a few minutes and you can see just how powerful this feature really is.<br /><br />So remember the next time this saves your organization either time or embarrassment – Eloqua’s got your back!Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com0tag:blogger.com,1999:blog-1219593209707974691.post-71514641757418598792010-08-17T09:00:00.000-04:002010-08-17T09:00:05.071-04:00Adding and Tracking Facebook ‘Like’ buttons in Eloqua emails<span style="font-style: italic;">(Guest post from Vince Lockyer, Demand Gen Specialist, Avid)</span><br /><span style="font-style: italic;">vince (d0t) lockyer (at) avid (dot) com</span><br /><br />There have been a lot of <a href="http://www.webmonkey.com/2010/04/adding-facebook-like-buttons-to-your-site-is-damn-easy/">blog posts recently about Facebook ‘Like’ buttons</a> and how to use them in marketing emails.<br /><br />While it’s easy to add a link to a Facebook group or page from an email, it’s not been so easy to integrate a fully working ‘Like’ button into an email in a similar way it works with a webpage – and also accurately track who’s clicking it and what they are ‘liking’.<a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRfyacYiEm4lxouvAM5xn0yoCyA_TJUCc9oEUIUHfjFCEWe7E0fHQ87Q49oCbQBvoz9to7OtyYoZa1pNJRoNwdYds0hWUxOBmoiOKrFObStShooA4kCo0x2GBwuhgO1sHJrNn9kWtLZLA/s1600/facebook_email.jpg"><img style="cursor: pointer; width: 400px; height: 356px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRfyacYiEm4lxouvAM5xn0yoCyA_TJUCc9oEUIUHfjFCEWe7E0fHQ87Q49oCbQBvoz9to7OtyYoZa1pNJRoNwdYds0hWUxOBmoiOKrFObStShooA4kCo0x2GBwuhgO1sHJrNn9kWtLZLA/s400/facebook_email.jpg" alt="" id="BLOGGER_PHOTO_ID_5505290166068889410" border="0" /></a><br />So far only one or two vendors have come up with an embedded solution to this – which of course only works with their platform. Now using the method described here you can get the same functionality for your Eloqua emails. This solution requires a bit of HTML tweaking in the final step.<br /><br /><span style="font-weight: bold;">How it works</span><br />From your Eloqua email, a blind form-submit sends the email address of the recipient, the URL, and the name of the webpage being ‘liked’ to an Eloqua form. After logging and tracking these details the form confirmation page then displays the webpage overlaid with the <a href="http://developers.facebook.com/docs/reference/plugins/like">Facebook Like Button Social Plug-in</a>.<br /><br /><span style="font-weight: bold;">Try it out!</span><br />Try out this <a href="http://forms.avid.com/forms/facebook-demo">example form</a> with your own data to see how it looks.<br /><br /><span style="font-weight: bold;">How to build it</span><br /><br />Create two new contact fields:<br /><span style="font-weight: bold;">• Facebook – Last Like URL</span><br />This will contain the URL of the last thing that the contact liked. It’s required also because the form confirmation page will need the URL to display the webpage in the final step.<br /><br /><span style="font-weight: bold;">• Facebook – Last Like Name</span><br />(Optional but highly recommended.) Contains the name of the last thing that the contact liked. Required to make the reports more readable and also to be displayed in the form confirmation page.<br /><br />Create a new form with the following fields. Keep the form name and the HTML names of the fields short as they will be used in the blind form submit URL. Try something like ‘fb’ or ‘like’ for the form name.<br /><br />• ‘e’ – Email Address<br />• ‘l’ – URL<br />• ‘n’ – Name<br /><br />Add a ‘Update Contact Data’ processing step to update the two Facebook fields from the form submissions.<br /><br />Add a confirmation page processing step. Here you will need to build the HTML for displaying the webpage overlaid with the Facebook Social Plug-in.<br /><br /><span style="font-weight: bold;">Confirmation Page HTML</span><br />The confirmation page displays the webpage being ‘liked’ in an iframe embedded in the Eloqua confirmation page. A semi-transparent layer is overlaid on top with the Facebook Social Plug-in contained in another layer (see image).<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXJEv_JV7zCsy2THLysZqrXoZ328J7VwP1udr53H838Ua1XH2oFUmhjn6lku4DMWEBcshA_gfFzmVfrGurSkLErVEWDMf7BVLpjBFoE-VeFu-bxucdGDkGZdNVNONZeo381XVTpKjAcvs/s1600/facebook_plugin.jpg"><img style="cursor: pointer; width: 400px; height: 250px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXJEv_JV7zCsy2THLysZqrXoZ328J7VwP1udr53H838Ua1XH2oFUmhjn6lku4DMWEBcshA_gfFzmVfrGurSkLErVEWDMf7BVLpjBFoE-VeFu-bxucdGDkGZdNVNONZeo381XVTpKjAcvs/s400/facebook_plugin.jpg" alt="" id="BLOGGER_PHOTO_ID_5505290169713685650" border="0" /></a><br />A close button is included in the top-left that hides the overlaid layers and reveals the webpage beneath.<br /><br /><a href="http://now.eloqua.com/e/er.aspx?s=33&lid=4520">Download the HTML for the confirmation page</a>, you can use it as-is or customise it to your requirements. Note: you will need to edit it to update the field merges and locations of the graphics files in your Eloqua instance.<br /><br />To add-in your own field merges for the ‘Facebook – Last Like URL’ and ‘Facebook – Last Like Name’ use the Insert Contact Field option in the Eloqua Confirmation Page editor. To upload the images use the Upload Images tool under Hypersites or Email Marketing > Tools & Content Components. You’ll need to copy the URL of the hosted image once uploaded and paste that into the HTML.<br /><br /><span style="font-weight: bold;">Adding the Like button to an email</span><br /><br />Once the form fields, form and confirmation page is setup you can add the ‘Like’ button to your email. The button will trigger a <a href="http://eloqua.blogspot.com/2009/03/getting-creative-hidden-form-submits-to.html">blind-form submission</a> in this format:<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiO0RsWrVYbgSxPQMdxC4eK-xdmwpxxwTPncEbydnlXFOo_5Q4Fux_3o-mFbwSIT_7VMOT3aaK4xZI9BE-mTXbw8ZtTtNKm1tpWYZh1zHuoVnm9L123H92nafrYPLXF2U93apkTTgNb_do/s1600/BlindFormFormat.jpg"><img style="cursor: pointer; width: 400px; height: 36px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiO0RsWrVYbgSxPQMdxC4eK-xdmwpxxwTPncEbydnlXFOo_5Q4Fux_3o-mFbwSIT_7VMOT3aaK4xZI9BE-mTXbw8ZtTtNKm1tpWYZh1zHuoVnm9L123H92nafrYPLXF2U93apkTTgNb_do/s400/BlindFormFormat.jpg" alt="" id="BLOGGER_PHOTO_ID_5505649269044734306" border="0" /></a><br /><br />Make sure “?elqFormName=” equals the HTML name of the form you created and “&elqSiteID” equals your unique Eloqua site ID. “&l=” is the URL of the webpage being liked and “&n=” is the name.<br /><br /><span style="font-weight: bold;">Reporting</span><br /><br />To get a report of who is liking what, view the Form Data report:<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFxnnHsYnSelDyGFXopqFygTBxjWjxMCTGurF4bsMG6HNvyu8KvFJ8gnv_w6BIKZDhUGRtYAjsMItLEFJ0KS6nOsva9bF0YJtcMzE6B4ycX_i3saVAZvvy5UvnvKSN2gF99PXyrymQZJA/s1600/facebook_report.gif"><img style="cursor: pointer; width: 400px; height: 79px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFxnnHsYnSelDyGFXopqFygTBxjWjxMCTGurF4bsMG6HNvyu8KvFJ8gnv_w6BIKZDhUGRtYAjsMItLEFJ0KS6nOsva9bF0YJtcMzE6B4ycX_i3saVAZvvy5UvnvKSN2gF99PXyrymQZJA/s400/facebook_report.gif" alt="" id="BLOGGER_PHOTO_ID_5505290177962770930" border="0" /></a><br /><br /><span style="font-weight: bold;">Liking or Recommending</span><br /><br />The code described here will allow you to add a ‘Like’ button. You can also add-in a ‘Recommend’ button using the same code – you’ll just need to change the ‘action’ parameter in the Facebook Social Plug-in to ‘recommend’:<br />“&action=recommend”Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com2tag:blogger.com,1999:blog-1219593209707974691.post-54097959142001735132010-08-11T08:00:00.001-04:002010-08-11T08:00:05.144-04:00Drake Has a New Contest For You<em>(Guest post from Eloqua's Drake)</em><br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjrY9DFoEgvTB-00Kh1KIs3_JulLQFc85o9AR_dzjG5Wlle8E_y_vwEKEWZFopt1NcwZOqU9P3w2EbFB5ZRRg9uC0hnLvPdUcopLy8FAcAvbJ2QyODBlwmYV7t0tKufgf7y42RinAm0nRs/s1600/Drake-sidebar.jpg"><img style="float:right; margin:0 0 10px 10px;cursor:pointer; cursor:hand;width: 160px; height: 320px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjrY9DFoEgvTB-00Kh1KIs3_JulLQFc85o9AR_dzjG5Wlle8E_y_vwEKEWZFopt1NcwZOqU9P3w2EbFB5ZRRg9uC0hnLvPdUcopLy8FAcAvbJ2QyODBlwmYV7t0tKufgf7y42RinAm0nRs/s320/Drake-sidebar.jpg" border="0" alt=""id="BLOGGER_PHOTO_ID_5503999833414136898" /></a>This is Drake, Eloqua's Success Tour Ambassador and I'm kicking off another round of <a href="http://user.eloqua.com" target="_blank">Customer Success Tours</a> beginning today in Austin, TX. Our theme for the events this quarter is "sales enablement", but actually the goal is to make <em>you</em>, the marketer, a hero to your sales team. Envision them giving you accolades at the next company-wide meeting... <br /><br />In honor of this theme I've cajoled the folks at Eloqua into letting me host another contest on Facebook. Here's the scoop: post a picture on my Facebook wall (<a href="http://www.facebook.com/eloquadrake" target="_blank">facebook.com/eloquadrake</a>) that depicts marketing and sales being aligned. Think "lock-step" and "BFFs" (or whatever kids these days are saying). And most importantly, think creatively, because that's what will win the prize. You can post up to three times, so make 'em count. The deadline is September 6 (Labor Day) so you have a little time to strategize.<br /><br />What's the prize? Your personal reward is a $100 iTunes or Amazon gift card (your choice) and your company reward is 10 licenses of the Eloqua Sales Toolkit which contains Eloqua for Microsoft Outlook, Eloqua Prospect Profiler and Eloqua Discover. What's Eloqua Discover? Come to a Success Tour to see a live demo of this great new tool. So it's a win-win for both you and your company.<br /><br />Get started by friending me on Facebook so you can see all the postings and scope out the competition. I'm looking forward to seeing what you come up with.<br /><br />(Oh – my Eloqua friends asked me to remind you that this Friday, August 13th is the early bird deadline for <a href="http://www.eloquaexperience.com" target="_blank">Eloqua Experience</a>. You can attend for $999 if you sign up by this Friday, so what are you waiting for? After that the price goes up to $1350 – is there really anything to think about?)Heather Foehhttp://www.blogger.com/profile/17364521511894475371noreply@blogger.com0tag:blogger.com,1999:blog-1219593209707974691.post-50248417079140389292010-08-10T09:00:00.000-04:002010-08-10T09:00:09.812-04:00How Event Automation Saved My Marriage<span style="font-style: italic;">(guest post from Joe Gelata, of Sybase)</span><br /><br />We’re all in the same boat - we need to run successful campaigns but we’re tight on time. It comes down to two choices; work around the clock building and managing campaigns or don’t run them at all. The former will put stress on your personal life and marriage while the latter will have you looking for a new job. Luckily, Eloqua offers us a third option: Automation!<br /><br />I was recently tasked with building a registration system for a seminar series that had some ambitious requirements:<br /><br />• Manage registration for 45 different seminar sessions in 12 cities across North America and Europe over the span of several weeks<br /><br />• Support for communication in 3 languages<br /><br />• Target email content to each contact (e.g. send 350+ unique emails)<br /><br />• Schedule communications differently for each geographical region<br /><br />• Prep leads for Sales so they have accurate data on each lead<br /><br />To make it interesting we only had 1 ½ people and 2 ½ weeks to design, build, test, and launch the system. This was a challenge in itself but the real kicker was that we had next to no resources to manage the system once it was running. The only way to meet these challenges was to dig deep into our Eloqua toolbox and automate everything. Here’s how we did it and what we used...<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiHwrxuD-Sh6z95zMRpu6u8PCs6_vwWuv12322tVfDsZxzPacR33ZIZ89QUa027daa2NiYv8eVVWOTciUoQUd3y78261-IgLx6dPgvtQV-M-EDBsCFinJYH8NgOvYewDHCGuCDNl-viakc/s1600/0+System+Layout.JPG"><img style="cursor: pointer; width: 400px; height: 54px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiHwrxuD-Sh6z95zMRpu6u8PCs6_vwWuv12322tVfDsZxzPacR33ZIZ89QUa027daa2NiYv8eVVWOTciUoQUd3y78261-IgLx6dPgvtQV-M-EDBsCFinJYH8NgOvYewDHCGuCDNl-viakc/s400/0+System+Layout.JPG" alt="" id="BLOGGER_PHOTO_ID_5500472958736926914" border="0" /></a><br /><br /><span style="font-weight: bold;">Program Builder</span><br />Program Builder was our saving grace when it came to scheduling emails and preparing leads for sales. The former was done by segmenting our lists by geography. We used decision rules to determine if each contact was in a contact filter for each region. Once segmented they were sent to one of several programs that automated the sending of invitation emails based on the schedule for that particular region. Since each of the regional invitation programs was identical (with the exception of the email dates) we were able to build one and copy it for the rest making this a quick and easy process.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgk4zycMSflJDrEUs7NypGRBthvnTedhVx8WtIuCEwoXBaxHatOTA9D811o2wDzMgZcUrr9rzK_q2fzE58am_BOGkqD88hw813RWnLkpoh6kTphBdY-E1-OaRcJ3Ybrnl5aD2Z3hGobf44/s1600/1+Invite+Program.JPG"><img style="cursor: pointer; width: 400px; height: 223px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgk4zycMSflJDrEUs7NypGRBthvnTedhVx8WtIuCEwoXBaxHatOTA9D811o2wDzMgZcUrr9rzK_q2fzE58am_BOGkqD88hw813RWnLkpoh6kTphBdY-E1-OaRcJ3Ybrnl5aD2Z3hGobf44/s400/1+Invite+Program.JPG" alt="" id="BLOGGER_PHOTO_ID_5500472957180992978" border="0" /></a><br /><br />Preparing leads for sales was slightly more complex. Aside from a campaign, we wanted to tag the contacts with the city they registered for, the session they registered for, and their attendance status. This adds up to 96 different combinations of information. To automate this we used Program Builder, Contact Groups, and Update Rules. In a nutshell, the program:<br /><br />• Accepted all contacts from the ESM (more on ESM later)<br /><br />• Segmented the contacts based on their session using a Contact Filter<br /><br />• Added a campaign association<br /><br />• Added product information<br /><br />• Grouped all contacts together again<br /><br />• Segmented the contacts based on their attendance status using their membership in an ‘Attended Contacts’ group<br /><br />• Added an “Attended” or “Did Not Attend” status<br /><br />• Sent contacts to the CRM integration program<br /><br />The only manual piece of the process was uploading our attendee lists. The rest was pure automation.<br /><br /><span style="font-weight: bold;">Activity Driven Content</span><br /><a href="http://eloqua.blogspot.com/2008/12/something-for-everyone-personalized.html">Activity Driven Content</a> (ADC) is perhaps the most underrated component in Eloqua. Not only is it extremely easy to use, but it can drastically cut the development time of your emails while helping you increase click-throughs, lower opt-out rates, and take your targeting to a level you never thought possible. This is the kind of automation that may actually put your marriage in jeopardy. You know what I’m talking about: “Honey, I did the coolest things with Eloqua today…” Unless you’re married to a marketer this conversation always end with someone falling asleep. It’s only cool to us!<br /><br />With three languages and information on 45 different sessions, we had a lot of content to deliver to registrants. Our goal was to keep emails as short and to-the-point as possible. After all, no one wants to ready a 7’ email with information on 44 sessions they didn’t register for. Lucky for us, Eloqua offers Activity Driven Content which dynamically serves up content based on data in a contact record or data card. To do this you build ADC pieces which are essentially fragments of HTML for each version of content you will be sending. You then setup ADC Rules to determine which piece should be sent to each contact. For example, you can create the introductory paragraph of your email in multiple ADC fragments each in a different language. Next you can create an ADC Rule that looks up a contacts country and pulls the ADC in the appropriate language. The final step is to insert the ADC into your email. The email itself basically serves as a shell for the ADC:<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiB3oP6hWgkikEWhSN5mTWb_IvYJZCYTQKhZvPrnO3_xR6ErQWN3n7E7yeihlDADaQT0nWXRjLRFbkBIM90sGIYb8cOeL7kGYJ3mWjQfFFKv2l6ZS-USE_Tk5NxzaF5p22e8esbTg3eL1Y/s1600/2+ADC+Email+Blank.JPG"><img style="cursor: pointer; width: 400px; height: 158px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiB3oP6hWgkikEWhSN5mTWb_IvYJZCYTQKhZvPrnO3_xR6ErQWN3n7E7yeihlDADaQT0nWXRjLRFbkBIM90sGIYb8cOeL7kGYJ3mWjQfFFKv2l6ZS-USE_Tk5NxzaF5p22e8esbTg3eL1Y/s400/2+ADC+Email+Blank.JPG" alt="" id="BLOGGER_PHOTO_ID_5500472971062288050" border="0" /></a><br /><br />When you send the email to a specific contact, the ADC is populated:<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwzq30ZzJRvozh75hvGBZ-6xLDDEZe2llFRnZxui00heZePa-A1ktpytJnISIwdg2DcfYqQmZ-JXhLIutS-618z-twgDgZyDtRv4x38EuXsWQyIdGbtWTeefZkxJTR1kml_X9GQEKS_pk/s1600/3+ADC+Email+Populated.JPG"><img style="cursor: pointer; width: 395px; height: 400px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwzq30ZzJRvozh75hvGBZ-6xLDDEZe2llFRnZxui00heZePa-A1ktpytJnISIwdg2DcfYqQmZ-JXhLIutS-618z-twgDgZyDtRv4x38EuXsWQyIdGbtWTeefZkxJTR1kml_X9GQEKS_pk/s400/3+ADC+Email+Populated.JPG" alt="" id="BLOGGER_PHOTO_ID_5500472975873112658" border="0" /></a><br /><br />ADC is an extremely powerful tool. It did a great job customizing language and location info for this seminar series but the possibilities are endless. You can target content based on any standardized contact or data card field you have in your database. Industry, title, interest, buying stage, company size…the list goes on and on. Just think what it can do for your newsletters. And don’t forget to add in a personalized signature from your sales reps while you’re at it.<br /><br /><span style="font-weight: bold;">Event & Survey Manager</span><br />Event & Survey Manager (ESM) is a wonderful tool for managing multi-session events. It has three basic parts:<br /><br /><span style="font-weight: bold;">Registrant Info</span><br /><br />This is the Data Card Set and its associated fields. It works with the individual Data Cards which store all of the registrant information collected on the form (form data can also be saved to contact records at the same time). Each Data Card is associated to a contact. The Data Card Set is a table separate from the contact table and can be used for events and surveys.<br /><br /><span style="font-weight: bold;">Event Details</span><br />These fields are specific to your event and can include date, time, location, session name, presenter, etc. Each session has its own record. Each Data Card will be associated to one of these sessions.<br /><br /><span style="font-weight: bold;">Event Actions</span><br />Think of this as program builder for events. You can do all the regular stuff such as send emails and add contacts to a program step. The big difference is Event Actions are triggered based on dates relative to the session date each contact has registered for. For example, where Program Builder can be setup to send an email to everyone on January 1st, Event Actions can send an email two days before the session a specific contact is registered for. It makes setup a dream and allows a customer centric email schedule.<br /><br />For our seminar we created a Data Card Set with fields that matched those on our form, loaded info for all 45 sessions into the Event Details, and scheduled our emails in Event Actions. For example, a ‘Registration Confirmation’ email was sent each time a new contact was added to ESM, a ‘Seminar Reminder’ email was sent 5 days before their session, and they were added to our follow-up program one day after their event. Building this in Program Builder would have been a mammoth task. However, building it in ESM took 15 minutes of training and a few hours to setup. And of course, it required no management whatsoever.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgznyQNxAtBiGGxgqGYmIOfPblL8X0Hu-KPBGu8V6d8TKtszYdH1ku7pY7L0onh1Rzbxb9MZKAAt32L5lGb0RJsg9d1C0vB8CrcqdT3IaQh87_QqWgKU4E-1y3lm85jkKXCBg9VYOHdSkQ/s1600/4+ESM.JPG"><img style="cursor: pointer; width: 400px; height: 183px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgznyQNxAtBiGGxgqGYmIOfPblL8X0Hu-KPBGu8V6d8TKtszYdH1ku7pY7L0onh1Rzbxb9MZKAAt32L5lGb0RJsg9d1C0vB8CrcqdT3IaQh87_QqWgKU4E-1y3lm85jkKXCBg9VYOHdSkQ/s400/4+ESM.JPG" alt="" id="BLOGGER_PHOTO_ID_5500472982449764770" border="0" /></a><br /><br /><span style="font-weight: bold;">Results</span><br /><br />The major accomplishment with this project was simply that it was completed successfully. Given the scarce resources available to build and run registration, it was a huge challenge. However, automation allowed us to come out victorious. Throughout the process we were able to offer registrants completely customer centric communications – from the content to the delivery date. Even with very little management, this massive seminar series ran smoothly.<br /><br />Beyond the event itself, building this system forced us to dive into new areas of Eloqua that we have never explored before. This learning experience has sparked new creative ideas on how to use these tools and address other problem areas we had previously written off.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com2tag:blogger.com,1999:blog-1219593209707974691.post-24793124660519711042010-08-03T09:00:00.001-04:002010-08-03T09:00:09.034-04:00SmartXchange - Installing a Template<a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiIPS72i2yWsRxNc5AkrbzLOytz0JpsAE-hkx0Mn2vOREPeKrSLB9SA0FjZHrktSEnX5bRf08xNv6bD6mAZbulJlYHFQ2AL4qNjYmcUqxiG0crsOXWSCaUulYIeT5orBjJZdp80cYrRJvQ/s1600/MilesThibault.jpg"><img style="float: left; margin: 0pt 10px 10px 0pt; cursor: pointer; width: 100px; height: 100px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiIPS72i2yWsRxNc5AkrbzLOytz0JpsAE-hkx0Mn2vOREPeKrSLB9SA0FjZHrktSEnX5bRf08xNv6bD6mAZbulJlYHFQ2AL4qNjYmcUqxiG0crsOXWSCaUulYIeT5orBjJZdp80cYrRJvQ/s400/MilesThibault.jpg" alt="" id="BLOGGER_PHOTO_ID_5499060693529427314" border="0" /></a>(Guest post from Miles Thibault, Product Manager for Eloqua's SmartXchange)<br /><br />Eloqua's SmartXchange template library became available today. SmartXchange templates are marketing assets, such as emails, forms, and even programs; that have been refined and tested by Eloqua and other marketers. They give you better performance in less time.<br /><br />The rest of this post will walk you through installing one of the Eloqua Best Practice email templates.<br /><br />1. To access SmartXchange, go to: Setup | SmartXchange<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifSOA1rRs_YA-SqFgAdfiQOS0HcJfxbDTXNswLs5pvXE28EtmOurSh8w_7ilAdJxCmjiH2LsAEI_Iloh1VCjmYamut6ZQvhPu-FNZhU1kW9vowMG7CngSoUiPV7C57mZ4aP1kd2QOGe1g/s1600/SmartXchangeList.jpg"><img style="cursor: pointer; width: 400px; height: 381px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifSOA1rRs_YA-SqFgAdfiQOS0HcJfxbDTXNswLs5pvXE28EtmOurSh8w_7ilAdJxCmjiH2LsAEI_Iloh1VCjmYamut6ZQvhPu-FNZhU1kW9vowMG7CngSoUiPV7C57mZ4aP1kd2QOGe1g/s400/SmartXchangeList.jpg" alt="" id="BLOGGER_PHOTO_ID_5499059204716043154" border="0" /></a><br /><br />2. This example uses an email template called "BP - Product Offer with CTA, 1 column." Once you've found it, click Use Template<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifV8hQYXHTjub6eA8CzIs0HP1N0i3hcj2urcsBoyMMqsegndnXnhSVgXCpxJV8DwWefYPcBxtYSmHGB8DfZPbPdsnFwF92V4htr2IROBv3JLxR_3-PYcMv-DtklepIC9WTTXdLC7N40fg/s1600/SmartXchangeSelect.jpg"><img style="cursor: pointer; width: 400px; height: 221px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifV8hQYXHTjub6eA8CzIs0HP1N0i3hcj2urcsBoyMMqsegndnXnhSVgXCpxJV8DwWefYPcBxtYSmHGB8DfZPbPdsnFwF92V4htr2IROBv3JLxR_3-PYcMv-DtklepIC9WTTXdLC7N40fg/s400/SmartXchangeSelect.jpg" alt="" id="BLOGGER_PHOTO_ID_5499059210896131538" border="0" /></a><br /><br />3. Since an email is made of several smaller components, you should give each of them a descriptive name. Once that's done, click Finish. The template is now installed.<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzqm3ydhXdd2s_uNR0bmziXlHhyphenhyphenXUqf5hgVH5ZQcmSNAk2ENY14N7msN2a3pc8goU6z7au-74PGinyOLqA3zkfsHutGn_0KirabVS9roKSdx7B2segpgUhyZaGMZusbF2XJQqJRyVhIok/s1600/SmartXchangeFinish.jpg"><img style="cursor: pointer; width: 400px; height: 352px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzqm3ydhXdd2s_uNR0bmziXlHhyphenhyphenXUqf5hgVH5ZQcmSNAk2ENY14N7msN2a3pc8goU6z7au-74PGinyOLqA3zkfsHutGn_0KirabVS9roKSdx7B2segpgUhyZaGMZusbF2XJQqJRyVhIok/s400/SmartXchangeFinish.jpg" alt="" id="BLOGGER_PHOTO_ID_5499059213731952850" border="0" /></a><br /><br /><br />4. As an optional step, some templates have tasks that you can complete on the tasks page. Complete as many tasks as you need and click Done.<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjELNwiGMbjZmEloraPCcRjoEuAx8GLp1_r0KF10gBN0QWmIz5Gz5TnRsaf10fhv06bOsX3fgkAfvb3YMVKyyBQ0vxb2wm_5-1F5m6mj1AlPVFlGLyU_krPco3EM8fgQImPavrKDs07yRg/s1600/SmartXchangeDone.jpg"><img style="cursor: pointer; width: 400px; height: 338px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjELNwiGMbjZmEloraPCcRjoEuAx8GLp1_r0KF10gBN0QWmIz5Gz5TnRsaf10fhv06bOsX3fgkAfvb3YMVKyyBQ0vxb2wm_5-1F5m6mj1AlPVFlGLyU_krPco3EM8fgQImPavrKDs07yRg/s400/SmartXchangeDone.jpg" alt="" id="BLOGGER_PHOTO_ID_5499059217542161714" border="0" /></a><br /><br />That's is! In only a few minutes you're ready to use on of Eloqua's best-practice emails.Steven Woodshttp://www.blogger.com/profile/06376596253100522418noreply@blogger.com0tag:blogger.com,1999:blog-1219593209707974691.post-51273012273855237452010-07-28T08:00:00.000-04:002010-07-28T08:00:06.416-04:00Getting Bachelorette’s Attention<div><em>Today's Guest Post is by Meagen Eisenberg, Director of WW Programs and Marketing Automation at ArcSight.</em><br /><br />What does ABC’s <em>The Bachelorette </em>have to do with sales enablement? Getting Ali’s attention on this season's <em>The Bachelorette</em> has some great parallels to successful sales enablement. We can apply a few tips from the bachelors.<br /><br /><strong>Do you Accept this Rose?</strong> </div><br /><div><br />We, as marketers, play the wooers to sales mindshare and attention. We want to get noticed, we want to be selected for the date, we want them to fall in love with us (or at least our programs), and we are competing against 25 other guys (well at least 25 other distractions). We want our programs leveraged to further the business. How do we get our sales team's attention and get noticed through all of the noise? Do you run the Roberto (the good-looking one), the Ty approach (the funny charming one with a Southern accent), the Craig (the "bring home the bacon" lawyer), the Jonathan (one-of-a-kind), or the Frank (the intellectual)? I am going to argue that you need all styles to be irresistible. A healthy mix at the right time seems to attract my Bachelorette sales team.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi0NItDsbmdL7TOK_Pqtjmz0X7gxdXmakwSO03MFTVOaM8h23Z6kkN-IyRIk6B1scOk8cOyASYoCS1w8HVGi2M5S0Uvnhgh1BeG012oi4MAAjne3m0YkHOlFTgCqKhp8v8tF348woAadAk/s1600/arcsight_1_flipcam.jpg"><img style="MARGIN: 0px 10px 10px 0px; WIDTH: 155px; FLOAT: left; HEIGHT: 191px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5498405615824065314" border="0" alt="" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi0NItDsbmdL7TOK_Pqtjmz0X7gxdXmakwSO03MFTVOaM8h23Z6kkN-IyRIk6B1scOk8cOyASYoCS1w8HVGi2M5S0Uvnhgh1BeG012oi4MAAjne3m0YkHOlFTgCqKhp8v8tF348woAadAk/s320/arcsight_1_flipcam.jpg" /></a>To get my sales team's attention, we started with a program that had sex appeal and charm that targeted their top 100 green field accounts. We created a multi-touch program to <a href="http://flip.arcsight.com/Bachelorette" target="_blank">make prospects Flip for our campaign</a>, a high-end highly-targeted program with a goal to set up in-person meetings (think 1-1 date with a rose). We knew that an email alone was not going to get sales' or our targets' attention, which led us to use Eloqua's multi-capability software with email, phone, direct mail (FedEx package), PURLs (<a href="http://flip.arcsight.com/Bachelorette" target="_blank">personalized hypersites</a>) and in-person meetings. We designed a catchy tagline and offer, hot graphics, video and personalized URLs for each recipient. The microsite displayed content based on the recipient's industry, sales rep, and company. We went as far as to include an auto-generated email with copy included to make it extremely easy to reach out to their rep. Click on the "Click to schedule meeting" on the PURL site to see for yourself. Every touch made it as easy as a click to work with a personal sales rep. We got sales excited when they saw the ArcSight branded Flip cams and the response rates! We loved the results we saw in the U.S. and decided to roll the program out worldwide.<br /><br /><strong>What Do Sesame Street and Sales Have in Common? ELMO!</strong><br /><br /><a href="http://info.arcsight.com/content/ELMOVideo" target="_blank"><img style="MARGIN: 0px 0px 10px 10px; WIDTH: 312px; FLOAT: right; HEIGHT: 288px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5498405809265877602" border="0" alt="" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjExFX0_fzAECc3D8P-GmRWcy1hwSxHNZSA8fXFB1d4mPJjMiP-WDrSYS1C2p1tysPgfu3DcSrr595pMHvmAD6qYrziwMMj_Fw2HP3Vz-plENq7i8p_rxJmi6X-m5-jNw0cb6fs03HpyUc/s320/arcsight_1_elmovideo.jpg" /></a>The Flip program was <em>sexy </em>and got sales' attention, but we needed to keep our appeal and get them to use our other available marketing assets – webinars, whitepapers, and events. So we laid on the humor with an <a href="http://info.arcsight.com/content/ELMOVideo" target="_blank">ELMO video</a> to get them excited about the power of Eloqua for Microsoft Outlook (aka "ELMO") and all of the marketing templates we had available for them to engage with and nurture their prospects and customers. Just to give you a sense of volume for ELMOs, our largest month was March, and we as a company sent 1,850 marketing created templates and used the tracking feature to send 3,041 emails. You can find the number of marketing emails sent for your own company under menu Evaluate > Reporting > Report Console at <strong>Templated Email for Microsoft Outlook Usage</strong>, and the number of auto-tracked emails at <strong>AutoTracker Emails Sent</strong>. And if you want to see which marketing templates are getting the most play, run the <strong>Templated Email for Microsoft Outlook Overview </strong>report.<br /><br />For our one-of-a-kind approach, we designed personal daily reports for each of our sales reps. (Everyone likes to feel special and unique.) By creating daily emailed reports for our sales and inside sales team, we give them visibility into the activity in their territory. We also show them the quality of the leads in their region based on what the leads are looking at and how often they are on our website. They can even see what Eloqua terms as the "Unknown" visitor, companies on your website that have not filled out a registration form. Our inside sales team loves to catch the "Unknown" visitors, look the company up in Salesforce.com, and call into the contacts to see if they can find the person with the need we can fulfill - catch them while they are hot. You can find how to create daily reports for your sales team on page 27, and best practices for creating daily reports on page 28 from my <a href="http://www.arcsight.com/collateral/presentations/ArcSight-EloquaReportingandCampaignModule02172010.pdf" target="_blank">February San Francisco Success Tour presentation</a>.<br /><br /><strong>Targeting Your Top Accounts</strong><br /><br />Do you have sales reps that don't cover a specific territory, but specific accounts instead? For our Strategic Account Managers, we create real-time individual company alerts through Eloqua's Visitor Notification tool (learn more on <a href="http://www.arcsight.com/collateral/presentations/ArcSight-EloquaReportingandCampaignModule02172010.pdf" target="_blank">pages 10-12</a>). Basically, daily reporting and alerts show sales what leads and companies are actively pursuing our programs, what products they are investigating, and how to track, contact and (with the help of ELMO) come across as a thought-leader in the space to our clients.<br /><br /><strong>Show Me the Metrics!</strong><br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHg0evNjgyIrU7Oj7ep4JaymlKNAFLYelxgx_NJfdo9oP9uxuE2lbRwyc_ltQkIboBJkPyHS6YT70o0NM4OV-mC3def86S_foLVp9rHx51yMN2ab_kZdmRM8G1CzJw0nN0PSChNLY7S9U/s1600/arcsight_1_funnel.jpg"><img style="MARGIN: 0px 10px 10px 0px; WIDTH: 272px; FLOAT: left; HEIGHT: 224px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5498405974330565570" border="0" alt="" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHg0evNjgyIrU7Oj7ep4JaymlKNAFLYelxgx_NJfdo9oP9uxuE2lbRwyc_ltQkIboBJkPyHS6YT70o0NM4OV-mC3def86S_foLVp9rHx51yMN2ab_kZdmRM8G1CzJw0nN0PSChNLY7S9U/s320/arcsight_1_funnel.jpg" /></a>And just when sales think we Marketers are all make-up and glam, we showed off our intellectual side. We hit them with Eloqua's reporting and campaigns module –providing reporting and insight into their territory with daily lead activity reports, the Integrated Marketing and Sales Funnel with stage health (<strong>All Responses by Lead Stage</strong> [see graphic]), and ROI information, such as<strong> Top Campaigns by Opportunities Generated/Revenue</strong> report and <strong>Influenced/Attributed Revenue and Cost </strong>(CPL, CPSO, etc). It shows our organization what programs and campaigns are effective, how we are building out their pipeline, and why we invest our dollars in some areas and not others.<br /><br />With Eloqua capabilities, you get to be the best of all the bachelors – attracting your sales team's attention and enabling them to find and close the deal – sales and marketing alignment at its best. Our sales team has been very responsive to our multi-touch programs, the use of ELMO, and the daily reports. We have their attention and they engage with us on a regular basis to build pipeline and accelerate the closing of deals. With a multi-style strategy, your sales team can't resist and you will get the rose every time!</div><br /><div></div><br /><div></div>Heather Foehhttp://www.blogger.com/profile/17364521511894475371noreply@blogger.com2tag:blogger.com,1999:blog-1219593209707974691.post-65885941257434011502010-07-27T08:00:00.001-04:002010-07-27T08:00:07.634-04:00Quick Tip: How to Organize Your Email Templates in Outlook<em>Here's a quick tip for those of you that use Eloqua's plug-in for Microsoft Outlook to provide email collateral for your sales team.</em> Make it easy for your sales reps to choose the correct template by organizing your folders by sales stage (you may also refer to this as "opportunity stage"). By grouping your messages this way, the rep can easily send the right message at the right time and then quickly move on to their next prospect.<br /><br />Here's an example of how this might look:<br /> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIGzizkHi9Xm8ffBbzN43StZwTLQ-Ky8k5hVpoiYueVsrLeUkZmCgeZBd0eh-xgYRIBhANAyV_Q7C0xGf4LUJRfi2niCXZDbgwOtICKpMJLPb8Z0NwwbJln7hzNnN3kkjQTdChFbO_GXs/s1600/elmo-organization-example.jpg"><img style="WIDTH: 300px; HEIGHT: 320px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5498408411884935490" border="0" alt="" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIGzizkHi9Xm8ffBbzN43StZwTLQ-Ky8k5hVpoiYueVsrLeUkZmCgeZBd0eh-xgYRIBhANAyV_Q7C0xGf4LUJRfi2niCXZDbgwOtICKpMJLPb8Z0NwwbJln7hzNnN3kkjQTdChFbO_GXs/s320/elmo-organization-example.jpg" /></a>Heather Foehhttp://www.blogger.com/profile/17364521511894475371noreply@blogger.com0