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

Configuration To Drop Data From Kwanzoo Into Eloqua 10 Contact Records

Step By Step ConfigurationRahul Pathak, CTO Kwanzoo Inc.

Add the Eloqua user to the API User Security Group – this is needed for Kwanzoo to access your Eloqua account through APIs. Kwanzoo uses Eloqua’s SOAP APIs to create and update Eloqua Contact Records

Next Steps – A Quick Summary

Once the Kwanzoo poll and/or lead form campaigns have been built, the following steps are needed to wire Kwanzoo 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 account 4. Select fields in Eloqua Contact Record to store data from

Kwanzoo campaigns (needed for both polls and lead forms)

Step 1

Create one form in Eloqua (needed only for Kwanzoo lead form campaigns)

Create a form with two fields – one of the fields has to be ‘Email Address’, the other can be any field (typically customers use ‘Lead Source – Most Recent’). Note that the second field is needed to workaround an E10 issue

Click on ‘Processing’ on the top right to add a processing step to the form

Add the ‘Update Contacts – With Form Data’ processing step and map the fields as shown below. Save this and go back to save the form

Click on the two form fields one by one and note down the HTML names of the fields

From the menu on the top right, select ‘View Form HTML’

Select ‘Integration Details’ tab and note down the value for the elqFormName and elqSiteID. In the example below, the values are ‘kZVisitorForm’ and ‘2318’ respectively

Step 2

Create a visitor data lookup in Eloqua (needed for both polls and lead forms)

Click on ‘Setup’ on the top right and then click on ‘Visitor Profiles’

Create a new Visitor Profile that has Email Address as the only field and save it

Go back to ‘Setup’ and this time, click on ‘Web Data Lookup’

Create a new Data Lookup. For Data Lookup Type use ‘Visitors’ and for Data Fields Returned, use the visitor profile you created in the previous steps. Save the data lookup

Note down the Data Lookup Key – this will be needed in the next step

Step 3

Enter information collected in Steps 1 (form info) and 2 (visitor data lookup key) in your Kwanzoo account

Log into your Kwanzoo account. Click on the ‘Account’ link on the top to go to the Account page. On that page, click on ‘Edit Settings’ in the Eloqua Advanced Configuration section

On the popup, provide your Eloqua login credentials and enter the information collected in previous steps. Note that the ‘Contact Data Lookup Key’ entry should be left blank. Enter some default value for the second field in the form (you can always overwrite this when a new contact record is created). Click OK

Step 4

Select fields in Eloqua Contact Record to store data from Kwanzoo campaigns (needed for both polls and lead forms)

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 ‘Eloqua LeadConnect…’ from the dropdown list. Provide login credentials for your Eloqua account and map the form fields to the desired Eloqua Contact Record fields

Click on the Additional Fields link

Here you can specify values for additional fields to (a) identify that the contact was captured through a Kwanzoo campaign and (b) tie the creation of the contact record to other campaign ids in Eloqua/Salesforce/etc. This information can be used to trigger different post processing steps through Program Builder for lead scoring, etc.

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.’

On the popup, provide your Eloqua login credentials. Then specify which contact fields to use to store poll results, and any additional fields to (a) help identify the Kwanzoo campaign that drove the interaction and (b) to capture if the visitor stopped after answering the poll or they went further and clicked on the CTA button to download an asset (for potentially different lead scoring outcomes). That’s it!