Episerver Eloqua

Setting up Episerver forms with Eloqua

The Forms Marketing Automation Integration (MAIMarketing Automation Integration) connector lets you connect Episerver form fields to a Eloqua database. See also: Marketing Automation.

Note:  An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.Eloqua NuGet packages to use the Eloqua connector.

1. 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 select Admin > Config > Tool Settings > Eloqua. The Eloqua configuration settings screen appears.
   —Image: Eloqua settings—

   

   Note:  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 the username, password, and company name associated with your Eloqua account and click Save.

   Note:  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 appears.
10. 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:
    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 that 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, 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 on the Oracle website.

Personalizing the form using a block

—Video: Personalizing content with Episerver and the Eloqua database—

Tip:  You can watch the following demonstration video (Connect for Marketing Automation Version 4.0), 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.

—Images: Personalize form—

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