Eloqua Integration Guide (atEvent Hub)

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Eloqua Integration Guide (atEvent Hub)

atEvent offers the deepest, most flexible Oracle Eloqua integration—so your team can capture the insights you need at every event, conference, and tradeshow and transfer them into Eloqua automatically for near real-time follow-up and nurture.

By using your Eloqua user credentials you can seamlessly integrate the atEvent platform to your company's unique Eloqua instance.  This will allow you to automate the lead creation/update process from leads captured through the atEvent app at events.

What the integration can do:

  •  Pass the data in real-time, at the end of the day, at the end of the event or on demand (e.g., manually)
  • atEvent prioritizes updating an existing contact in Eloqua based off of email, and if no contact is found based off of email, then a new contact is created

What the integration cannot do:

  • Create or update any other objects (e.g., companies, deals, etc.)

How to Setup your Eloqua Integration

This help article is divided into the following sections:

  • Create API User (Eloqua) *                                              
  • Create Custom Fields (Eloqua) *                   * permissions required in Eloqua    
  • Connect to Eloqua (atEvent Hub)                    permissions required in atEvent Hub
  • Field Mapping (atEvent Hub)                           permissions required in atEvent Hub

A. Create API User (Eloqua)

1. Login to your Eloqua account
   a. Enter Company
   b. Enter User Name
   c. Enter Password
   d. Press “Sign In”

2. Click on the Settings icon at the upper right

3. Under Users and Security section select "Users"

4. Mouseover/click Users menu and select "Add New User"

5. Enter the following in each field:
   a. First Name:  atEvent
   b. Last Name:  User
   c. Email Address: Create a new address that allows atEvent to connect to your Eloqua instance
   d. User Must Change Password at next login?:  Yes
   e. User is Enabled?:  Yes
   f. Time Zone:  Pacific Time
   g. User’s Password Expires:  No

  h. For Security Groups/All Security Groups section click on the following choices: 

  • Advanced Users – Marketing 
  • API Users 
  • Everyone

Select them by clicking the arrow (>) moving them to the right window (Selected Security Groups)

i. Click "Save" button at the bottom right

B. Create Custom Fields (Eloqua)

1. After logging in click on the Settings icon at the upper right

2. Under Database Setup select “Fields & Views”

3. On the Fields & Views page:
   a. Select the (+) icon at the bottom left of the page
   b. From the dropdown menu select “Add Contact Field”

4. Enter the following:
   a. Display Name:  atEvent Event Name
   b. Database Name:  C_atEvent_Event_Name1
   c. Data Type:  Text
   d. Field Type:  Textbox
   e. Default Value: Leave Blank
   f. Default Update Logic:  Always Update
   g. Contact Field is required:  Yes
   h. Click “Save” button

5. Create a new Contact Field with the following:
   a. Display Name:  atEvent Topics & Subtopics
   b. Database Name:  C_atEvent_Topics_Subtopics1
   c. Data Type:  Text
   d. Field Type:  Textbox
   e. Default Value: Leave Blank
   f. Default Update Logic:  Update if new value is not blank
   g. Contact Field is required:  No
   h. Click “Save” button

6. Create a new Contact Field with the following:
   a. Display Name:  atEvent Follow Up
   b. Database Name:  C_atEvent_Follow_Up1
   c. Data Type:  Text
   d. Field Type:  Textbox
   e. Default Value: Leave Blank
   f. Default Update Logic:  Update if new value is not blank
   g. Contact Field is required:  No
   h. Click “Save” button

7. Create a new Contact Field with the following:
   a. Display Name:  atEvent Comments
   b. Database Name:  C_atEvent_Comments1
   c. Data Type:  Large Text
   d. Field Type:  Textbox
   e. Default Value: Leave Blank
   f. Default Update Logic:  Update if new value is not blank
   g. Contact Field is required:  No
   h. Click “Save” button

C. Login to Eloqua (atEvent Hub)

1. Connect to Eloqua
   a. While on Step 3 (Connect to MA/CRM) of the atEvent Hub setup process 
   b. Click on the “Eloqua” icon

Upon click the Eloqua login screen will appear

2. Login to your Eloqua account
   a. Enter User Name
   b. Enter Password
   c. Enter Company Name
   d. Press the “Add Connection” button

3. Eloqua Connection 
   a. If you successfully connect to Eloqua you will receive this message
   b. Click the “Save & Continue” button

D. Field Mapping (atEvent Hub)

4. Map Fields
   a. Click on any of the fields labeled “Not Mapped” and a dropdown menu will appear. 
   b. Select the Eloqua field that matches the atEvent field. 

In this example we are mapping a. atEvent (First Name) → b. Eloqua (First Name).

5. Field Mapped Successfully
   a. Field is mapped successfully with mapped field displayed in the dropdown box 
   b. The Mapping icon next to the field will now be illuminated in green
   c. The Mapping counter will increment displaying the total number of fields mapped versus the total                   number of fields. 

In this example First Name has been successfully mapped for a total of 12 of 15 fields that have been successfully mapped (12/15).

6. Save Field Mapping
   a. When you have finished with all of your field mappings scroll to the bottom of this screen and press the         “Save & Continue” button

6. Save Field Mappings-Mac.fw
   b. You will receive the following popup message:
   c. At this point you must decide if all of your desired mappings have been completed. If you are satisfied          with the current mapping setup then click “Continue”

6b. Marketo Successful-Mac.fw

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