3. Note
âą This guide uses Eloqua 10 as an example for describing
the configuration.
âą If you use Eloqua 9 instead, the overall configuration
steps are identical but the Eloqua screens (and location
of certain Eloqua elements described in the guide) might
be different.
4. Step 0 - Add the Eloqua user to the API User Security Group.
This is needed for Kwanzoo to access your Eloqua account through APIs. Kwanzoo uses
Eloquaâs SOAP APIs to create and update Eloqua Contact Records
5. Next Steps â A Quick Summary
The following steps are needed to wire Kwanzoo Lead Forms with
Eloqua. NOTE: This is a one time setup only. You do not need to
repeat these steps for each Kwanzoo campaign.
Eloqua Configuration
1. Create one form in Eloqua
2. Create a visitor data lookup in Eloqua
3. If youâre using relationship targeting in Kwanzoo (optional), create
a contact data lookup in Eloqua
Kwanzoo Configuration
4. Enter information regarding 1, 2, and 3 above in Kwanzoo
5. Map Kwanzoo form fields to Eloqua Contact Record fields
6. Step 1
Create one form in Eloqua
NOTE: This is a generic form used across all Kwanzoo
lead form campaigns that you might run.
7. Create a form with two fields
One of the fields has to be âEmail Addressâ.
The other can be any field (typically customers use âLead Source â Most Recentâ).
Note that the second field is needed to workaround an E10 issue
9. Add the âUpdate Contacts â With Form Dataâ processing step
Also, map the fields as shown below. Save this and go back to save the form
10. Click on the two form fields one by one & note their HTML names
(you will be entering these names in your Kwanzoo account later)
11. From the menu on the top right, select âView Form HTMLâ
12. Select âIntegration Detailsâ tab and note down the value
for the elqFormName and elqSiteID.
In the example below, the values are âkZVisitorFormâ and â2318â
respectively
15. Create a new Visitor Profile
Ensure that it has âEmail Addressâ as the only field and save it
16. Go back to âSetupâ and this time, click on âWeb Data Lookupâ
17. Create a new Data Lookup
For Data Lookup Type use âVisitorsâ and for Data Fields Returned, use the
visitor profile you created in the previous steps. Save the data lookup
18. Note down the Data Lookup Key (for use in Kwanzoo later)
19. Step 3
Create a contact data lookup in Eloqua
NOTE: This is an OPTIONAL step needed only if youâre
using relationship targeting. Relationship targeting in
Kwanzoo enables you to serve different creatives to
cookied and uncookied Eloqua visitors based on contact
record data.
Skip to step 4 if youâre not using relationship targeting
21. Create a new Data Lookup
For Data Lookup Type use âContactâ and for Data Fields Returned, use âDefault â
General.â Save the data lookup
22. Note down the Data Lookup Key (for use in Kwanzoo later)
23. Step 4
Enter information collected in Steps 1 (form info), 2
(visitor data lookup key) and optionally 3 (contact data
lookup) in your Kwanzoo account
24. Log into your Kwanzoo account
Click on the âAccountâ link on the top to go to the Account page. On that page, click
on âEdit Settingsâ in the Eloqua Advanced Configuration section
25. On the popup, provide your Eloqua login credentials and enter the information
collected in previous steps.
Note that the âContact Data Lookup Keyâ entry should be left blank. Enter some default value for the
second field in the form (you can always overwrite this when a new contact record is created). Click OK
27. Edit your Lead Form campaign in your Kwanzoo account and expand âStep
2C: Customize Sign Up Screen.â
Scroll down to Contact Capture Options and select âEloqua LeadConnectâŠâ from the dropdown. Provide
login credentials for your Eloqua account and map the form fields to the desired Eloqua Contact Record
fields
29. Here you can specify values for additional fields to:
(a) Identify that the contact was captured through a Kwanzoo campaign
(b) Tie the creation of the contact record to other campaign ids in
Eloqua/Salesforce/etc.
This information can be used to trigger different post processing steps through
Program Builder for lead scoring, etc.
30. For more information, contact:
Phone: 408-216-7025
Email: info@kwanzoo.com
Twitter: @kwanzoo
Slideshare: www.slideshare.com/kwanzoo
Blog: www.kwanzoo.com/blog