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Kwanzoo Cloud Connector Step by Step Guide Drop Data Into Eloqua Contact Records

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Step by Step Configuration Guide for the Kwanzoo Cloud Connector, that integrates with Eloqua E9 and E10. This guide specifically covers engaging and gathering prospect data in lead forms, progressively profiling prospects with polls and capturing data back inside Eloqua contact records..

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Kwanzoo Cloud Connector Step by Step Guide Drop Data Into Eloqua Contact Records

  1. 1. Configuration To Drop Data FromKwanzoo Into Eloqua 10 Contact Records Step By Step Configuration Rahul Pathak, CTO Kwanzoo Inc.
  2. 2. Add the Eloqua user to the API User Security Group – this is needed forKwanzoo to access your Eloqua account through APIs. Kwanzoo uses Eloqua’sSOAP APIs to create and update Eloqua Contact Records
  3. 3. Next Steps – A Quick SummaryOnce the Kwanzoo poll and/or lead form campaigns havebeen built, the following steps are needed to wireKwanzoo with Eloqua:1. Create one form in Eloqua (needed only for Kwanzoo lead form campaigns)2. Create a visitor data lookup in Eloqua (needed for both polls and lead forms)3. Enter information regarding 1 and 2 above in your Kwanzoo account4. Select fields in Eloqua Contact Record to store data from Kwanzoo campaigns (needed for both polls and lead forms)
  4. 4. Step 1Create one form in Eloqua (needed only forKwanzoo lead form campaigns)
  5. 5. Create a form with two fields – one of the fields has to be ‘Email Address’, theother can be any field (typically customers use ‘Lead Source – Most Recent’).Note that the second field is needed to workaround an E10 issue
  6. 6. Click on ‘Processing’ on the top right to add a processing step to the form
  7. 7. Add the ‘Update Contacts – With Form Data’ processing step and map thefields as shown below. Save this and go back to save the form
  8. 8. Click on the two form fields one by one and note down the HTML names ofthe fields
  9. 9. From the menu on the top right, select ‘View Form HTML’
  10. 10. Select ‘Integration Details’ tab and note down the value for the elqFormNameand elqSiteID. In the example below, the values are ‘kZVisitorForm’ and ‘2318’respectively
  11. 11. Step 2Create a visitor data lookup in Eloqua (neededfor both polls and lead forms)
  12. 12. Click on ‘Setup’ on the top right and then click on ‘Visitor Profiles’
  13. 13. Create a new Visitor Profile that has Email Address as the only field and saveit
  14. 14. Go back to ‘Setup’ and this time, click on ‘Web Data Lookup’
  15. 15. Create a new Data Lookup. For Data Lookup Type use ‘Visitors’ and for DataFields Returned, use the visitor profile you created in the previous steps. Savethe data lookup
  16. 16. Note down the Data Lookup Key – this will be needed in the next step
  17. 17. Step 3Enter information collected in Steps 1 (forminfo) and 2 (visitor data lookup key) in yourKwanzoo account
  18. 18. Log into your Kwanzoo account. Click on the ‘Account’ link on the top to go tothe Account page. On that page, click on ‘Edit Settings’ in the EloquaAdvanced Configuration section
  19. 19. On the popup, provide your Eloqua login credentials and enter the informationcollected in previous steps. Note that the ‘Contact Data Lookup Key’ entry should beleft blank. Enter some default value for the second field in the form (you can alwaysoverwrite this when a new contact record is created). Click OK
  20. 20. Step 4Select fields in Eloqua Contact Record to storedata from Kwanzoo campaigns (needed for bothpolls and lead forms)
  21. 21. Edit your Lead Form campaign in your Kwanzoo account and expand ‘Step 2C:Customize Sign Up Screen.’ Scroll down to Contact Capture Options and select ‘EloquaLeadConnect…’ from the dropdown list. Provide login credentials for your Eloquaaccount and map the form fields to the desired Eloqua Contact Record fields
  22. 22. Click on the Additional Fields link
  23. 23. Here you can specify values for additional fields to (a) identify that the contact wascaptured through a Kwanzoo campaign and (b) tie the creation of the contact recordto other campaign ids in Eloqua/Salesforce/etc. This information can be used to triggerdifferent post processing steps through Program Builder for lead scoring, etc.
  24. 24. Edit your Poll campaign in your Kwanzoo account and expand ‘Step 2C:Customize Question Screen.’ Scroll down to Store Poll Results and click on‘Edit Settings.’
  25. 25. On the popup, provide your Eloqua login credentials. Then specify which contact fieldsto use to store poll results, and any additional fields to (a) help identify the Kwanzoocampaign that drove the interaction and (b) to capture if the visitor stopped afteranswering the poll or they went further and clicked on the CTA button to download anasset (for potentially different lead scoring outcomes). That’s it!