Episerver Eloqua
Episerver Eloqua is an add-onA plug-in or module, developed by Episerver or its partners, to extend the capabilities of Episerver. Add-ons are available from the Episerver Add-on Store inside Episerver. for the Episerver Digital Experience platform. It requires a specific installation and license. Contact your system administrator to find out more. See Episerver World for technical information.
The Eloqua® add-on automatically exports form data from your website to your Eloqua account database by mapping Episerver form fields to Eloqua database fields. For information about other database connector add-ons, see Marketing Automation.
Setting up Episerver forms with Eloqua
The Forms Marketing Automation Integration (MAI) connector lets you connect Episerver form fields to a Eloqua database. See also: Marketing Automation.
An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.Eloqua NuGet packages to use the Eloqua connector.
- Open the global menuA group of options that appears in the uppermost part of the user interface when logged in. The global menu displays products and systems integrated with your website. It also displays links to the user guide and user settings, and to a global search. See the User interface topic for further information. and click Eloqua. The Eloqua configuration settings screen appears.
- You can enable or disable the auto-fill feature.
- Enter the username, password, and company name associated with your Eloqua account and click Save.
- Create a form on a page.
- Click All Properties on the form.
- Open the Mappings tab.
- Select the Contact database to which you map the form fields from the MA System Database drop-down field.
- Click Publish.
- On the form, select Edit from a form field's context menu.
- Open the Extra field mappings tab. The database option that you selected earlier appears.
- Enable the database option and open the associated drop-down to see the fields it has available. For example, if your form has a Text field that was configured to capture an email address:
- Edit the email text field.
- Select the Extra field mappings tab.
- Select emailAddress from the drop-down list to map the Eloqua database field to the Email field on the form.
- Repeat steps 8 through 10 for as many fields that you want to map.
- Click Publish.
To test the mapping, go to your form on a published page, fill in and submit the form, then go to your Eloqua provider to verify that the user is added to the Eloqua database.
Retrieving 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 Searching and viewing contact records.
Personalizing the form using a block
You can watch the following demonstration video, Personalizing content with Episerver and the Eloqua database. (2:15 minutes) See also Visitor groups.
You can personalize a form to show only to a selected group of people. The following image shows personalizing a form to show only for people in the US Web Designers visitor group. For more information about creating a visitor group and displaying information based on a visitor group, see Visitor groups.
Creating a visitor group for an Eloqua form
The Eloqua add-on integrates Eloqua web tracking to Episerver’s personalization engine by identifying a visitor via the _elmai_trk cookie.
The profile visitor group criteria lets you personalize your website content in Episerver CMS. (Profiles identify visitors against metadata stored in Eloqua.)
When you set up criteria in a visitor group, the fields do not automatically populate with values. You must supply these yourself. Ensure that a field you create matches the type of field from the connector provider.
To create a visitor group, you can combine criteria such as a geographic location and job title. See Visitor groups for information about creating visitor groups.
The following procedure shows how to define a visitor group for an Eloqua form based on profile criteria:
- Create a form block and a form.
- Save the form to a folder in the Eloqua database.
- Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
- In Episerver CMS > Visitor Groups, create a visitor group using the Profile criteria. In the following example, the desired visitors for the campaign or program have a profile containing Sweden in the Country column. When a contact with this value (Country=Sweden) submits a form, the contacts information is added to the Eloqua database.
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Episerver User Guide 18-4 | Released: 2018-07-09 | © Episerver 2018 | Send feedback to us