Eloqua Integration

Overview

Download this guide as a pdf: EloquaOverview

The Socedo Eloqua integration gives you the ability to build powerful engagement campaigns, nurture programs and/or marketing workflows with your social leads from Socedo. Eloqua is an extremely powerful tool for modern marketing and our integration is designed to make it even better. Not only does the Socedo Eloqua integration give you the ability to easily follow up with your social leads, Socedo also appends social activity to their lead profiles, giving you valuable data points for automated campaigns, sophisticated nurture programs, and lead scoring. You can customize which leads are exported on a daily basis and how they integrate into your Eloqua instance.

Integration Requirements

In order to integrate Socedo with Eloqua, you must meet the following requirements:

  • A Socedo account at a Basic or higher level
  • An Eloqua instance
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Step 1 - Register Socedo as an Application within your Eloqua instance.

a. Navigate to Settings by clicking the cog button at the top-right of the page.

b. Click on the link “AppCloud Developer” under Platform Extensions.

c. Click on the button “Create App” at the top-right corner of the App Developer section.

d. On the “Create App” pane that opens, you must fill in the following fields with these values:

a. Under “New App”

i. Name: You may choose a name that allows you to identify the App as Socedo’s.

ii. Description: You may choose a description that is clear to you.

iii. Icon: [https://pbs.twimg.com/profile_images/545011012911370240/DBewHEzf_400x400.png]

b. Under “Authentication to Eloqua”

i. oAuth Callback URL: https://app2.socedo.com/Oauth/EloquaOAuthCallback

e. Please save the form and verify that Socedo is created as an application.

2

Step 2 - Connect your Socedo Campaign to your Eloqua Instance

a. View the details of the Socedo Application on the App Developer page by double clicking the block that represents Socedo.

b. Underneath the section “Authentication to Eloqua”, you will find the Client Id and Client Secret. You can click the eye button to view the Client Secret. Copy and store both of these for use in a later step.

c. In Socedo (https://app2.socedo.com), navigate to the Campaign Settings page for the campaign you want to connect. Scroll down to the Integration section and Select the integration type for Eloqua.

d. Enter an instance name to associate with the Eloqua instance you are connecting. This is a label for you to easily identify this specific Eloqua instance. Click next when you are finished.

e. Fill in the fields “Client ID” and “Client Secret” using the Client ID and Client Secret you retrieved from Eloqua in step 3.2.b. Click next when you are finished.

f. You now should be taken to an Eloqua authorization page asking you to authenticate Socedo. Please follow the steps on the page.

g. If you have successfully connected, your integration should now show you settings fields.

3

Step 3 - Settings Configuration for Eloqua

After successfully saving your Eloqua credentials, you will be able to customize your Eloqua integration settings to best fit your business needs. Here we explain each setting you can toggle:

  • Sync Enabled: Check this box to allow us to automatically export leads as contacts to your Eloqua database.
  • Under “Select the type of leads to export”
    • Approved Leads: This includes all prospects that have been approved in Socedo.
    • Followers Only: This includes only leads that followed you after being approved.
  • Under “Select how to export your leads”
    • Create new only: We will only create new contacts in your Eloqua database.
    • Create new or update: We will create new contacts as well as update existing contacts.

After selecting your settings, click “Save and Test” to confirm that your settings are saved and your connection is successful.

4

How It Works

The Eloqua integration for Socedo will sync lead and activity data from Socedo to your Eloqua instance on a daily basis. Each night around midnight PST, Socedo will upload a batch of the day’s leads according to your configuration.

Socedo Lead to Eloqua Contact Data Mapping

Each uploaded contact comes with the following Eloqua contact field data as shown in the table below. Fields which we do not have information for are omitted, and we will not overwrite data you already have for a contact.

Field Name Definition
Business Phone Contact’s business phone
City Contact’s city
Company Contact’s company
Company Size How many employees work at company
Country Contact’s country of residence
Date Created When the contact was created date
Email Address Contact’s email address
First Name Contact’s First Name
Last Name Contact’s Last Name
Lead Source – Original The original lead source for this contact. This will be set to “Socedo Lead Generation” for new leads from lead generation campaigns.
Lead Source – Most Recent The most recent lead source for this contact.
State or Province Contact’s state(US) or Province (Elsewhere)
Title Contact’s business title
Zip or Postal Code Contact’s zip (US) or postal code (Elsewhere)

 

Socedo will also create and enrich contact fields to store social data; these are listed below:

Field Name Description
LinkedIn Headline The contact’s LinkedIn headline; matched through Socedo.
LinkedIn Profile Url The contact’s LinkedIn profile url; matched through Socedo.
Twitter Handle The contact’s Twitter handle; matched through Socedo.

Socedo Activities to Eloqua Custom Object Data Mapping

Socedo will create a Custom Object in your Eloqua instance to store activities. These activities are for both lead generation and lead acceleration. The Custom Object will be constructed as follows:

  • Name: Socedo Activity
  • Description: Social activity obtained through Socedo
  • Each activity record will be mapped to an Eloqua Contact through a Contact ID and an Email.

 

The Custom Object will have the following fields:

Field Name Description
Email Address Email associated with the contact
Social Network Social network that this activity came from
Action The relevant social action the Contact performed
Message Message of the social activity
Date Date of the social activity

How do I view Socedo Leads in my Eloqua Instance?

1. Go to Audience -> Segments to create a new segment

2. Click “Create a New Segment”

3. In Template Chooser, click “Blank Segment” and then hit “Choose”

4. Click on the “+” sign and then “Filter Criteria”, which will bring up a list of Filter Criteria on the right-side panel.

5. Click on “Compare Contact Fields” which brings that filter onto the canvas. Then double click on the icon to select a field. In the dropdown, select “Lead Source – Original”, select “exactly”, and type in “Socedo”.

6. You could view members in the segment by clicking “View Contacts”.

7. Give your segment a title, such as “Socedo leads” and hit “Save”.

8. Once you’ve saved the segment, you can access this back in the Segments dashboard in the “Recently Accessed” section.

How do I view a contact's timeline of activities including their social media activities?

1. Go to the “Audience” tab and click on “Contacts”

2. Type in the contact’s name, company or any other relevant field. This will display the contact(s) who fit your search criteria.

3. Double click on the contact, which will pop open a new window. Go to the tab “Linked Records”, select “Socedo Activity” in the dropdown. Now you will see the Socedo campaign that brought the lead into your Eloqua instance.

Turn Social Media Into Warm Leads

Find B2B leads continuously on social media with little effort. Engage them on Twitter and email to drive traffic and grow your database.
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