Eloqua connector (CMS 11)

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The Optimizely Digital Experience Platform (DXP) contains many features to support you in your daily work. Depending on how your solution is set up, some features described in this documentation may not be available. 

The Eloqua connector add-on automatically exports form data from your website to your Eloqua account database by mapping Optimizely form fields to Eloqua database fields. For information about other database connector add-ons, see Marketing Automation.

Set up Optimizely forms with Eloqua

The Forms Marketing Automation Integration (MAI) connector lets you connect Optimizely form fields to an Eloqua database. See also Marketing Automation.

A developer must install the Forms Marketing Automation connector and the Eloqua connector.

  1. In the Optimizely Content Management System (CMS) admin view, select  Config > Tool Settings > Eloqua. The Eloqua configuration settings screen displays.

    Image: Eloqua settings

    You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one Eloqua connector, such as Eloqua - Europe, Eloqua - US, and Eloqua - APAC. Click Add Connector to add another instance.

  2. Enter your Eloqua account's username, password, and company name, and click Save.

    Select Enable OAuth2 Authentication if you want to authenticate the Eloqua API using OAuth2.

  3. Create a form on a page.
  4. Click All Properties on the form.
  5. Open the Mappings tab.
  6. Select the Contacts database to which you map the form fields from the MA System Database drop-down field.

    Image: Selecting the Eloqua database

  7. Click Publish.
  8. On the form, select Edit from a form field's context menu.
  9. Open the Extra field mappings tab. The database option that you selected earlier displays.
  10. Enable the database option and open the associated drop-down list to see the available fields. For example, if your form has a Text field that was configured to capture an email address:
    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select emailAddress from the drop-down list to map the Eloqua database field to the Email field on the form.

    Image: Mapping an Eloqua database field to form field

  11. Repeat steps 8 through 10 for as many fields as you want to map.
  12. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, and then go to your Eloqua provider to verify that the user is added to the Eloqua database.

Retrieve contact data

When a visitor submits the form, the data is sent to Eloqua. To see who submitted the form, open the Contacts tab and select Contacts. You then can search using the search box in the top right corner. For more information, see Search and view contact records on the Oracle website.

Personalize the form using a block

You can personalize a form to show only to a selected group of people. For more information about creating a visitor group and displaying information based on a visitor group, see Audiences.

  1. From the context menu on the form on the page, select Personalize. The Large content area dialog box appears.

    Images: Personalize form, part I

  2. Click Everyone and select a visitor group from the list. The following image shows personalizing the form to show only for people in the VIP visitor group.

    Images: Personalize form, part II

To create a visitor group for an Eloqua form, see Create a visitor group for an MAI connector form.