Overview

The Folloze + Eloqua Connector allows customers to sync Folloze engagement data to Eloqua for use in lead scoring, processing, and routing. As contacts visit the Folloze board, engagement data from Folloze is sent to Eloqua External Activities or Form Submissions allowing you to track and report on engagement attribution as part of Folloze-activated campaigns.

Goals

• Leverage a single marketing system-of-record by syncing lead and engagement data to Eloqua.

• Comply with corporate contact, subscription, and suppression rules defined by Eloqua global settings or email groups.

• Enrich Eloqua with customer contact data managed by salespeople.

• Ensure Folloze activity is mapped to relevant Eloqua and Salesforce campaigns.

Configuration

1. In Eloqua, install the Folloze app in your production or sandbox environment using the provided link .

 

2. In Folloze, navigate to Company Admin > Integrations > Eloqua to configure Eloqua integration preferences.
   Prerequisite: Users must have the Admin Role to access the Company Admin page. Please reach out to your Folloze CSM if you do not have the required access.
3. Click on the Eloqua Connect button to Connect Folloze to Eloqua with the Eloqua Connect button
   Prerequisite: The Eloqua User Account used to connect Folloze and Eloqua must have the following 3 Action Permissions enabled in its Security Group .
   1. Consume API
   2. Manage Contacts
   3. Manage Users (General)
4. Select how the board engagement actions should be recorded to the Eloqua Contact record:
   1. External Activities
   2. Form submits - requires the Eloqua Form ID (see Report Activities to Eloqua).
5. Select the board engagement events to sync with Eloqua and define the text that is used to record it.
6. To report engagement activities to an Eloqua campaign, navigate to the Board Settings. 
   1. For external activity: enter the Eloqua campaign ID to report the external activity.
   2. For form submit: enter the Salesforce Campaign ID to report in the form submit.

7. (Optional)  [Optional] Navigate to Company Admin > Emails > Subscription Management to use Eloqua as the system of record to determine a lead’s email subscription status and if the lead should receive emails via Folloze.
   1. Choose which Eloqua Email Group to check the recipient’s subscription against.
   2. Select if the recipient’s Eloqua Contact record should have the ‘opt-in’ status in the email group in order to receive emails.
8. 

Objects in Eloqua

Create/Update Contacts

 

1. When an activity in Folloze is performed on a board that is defined to be tracked in Eloqua, the Folloze connector will report this activity to the corresponding contact record in Eloqua.
2. The logic first checks if the contact exists based on email address. If the contact doesn’t exist, a contact will be created. If the contact does exist, Folloze will only update contact fields that are blank or null.
   
3. When creating the contact, Folloze will sync the person details using core attributes and custom attributes. Custom attributes can be configured to accommodate mandatory fields.

4. Configure two Eloqua custom Contact fields to track changes to the Contact record.
   

Report Activities to Eloqua

Option 1: External Activity


Option 2: Form Object

• The fields in the table below are reported as part of the Form Submit API call. 
• Please note:
  • All fields are of type string but the EmailAddress has the ‘email address’ type.
  • All field names are case-sensitive.
• Once the form is created in Eloqua, add the Form ID to the corresponding field in the Folloze Eloqua integration screen.
• When report activities is set to Form Object, you can decide if you would like to include the UTC timezone suffix in the activityDate field:

 

Integration Testing

1. Identify a Folloze Board to use for testing.
2. In the Folloze Board settings, add a Campaign ID (if using External Activities) or Salesforce Campaign ID (if using Form Submits).
3. Open the board in an incognito window and add parameters to create a Folloze Lead. See example below:

https://engage.folloze.com/myboard?token=<board_token>&em=john.doe@company.com&fn=john&ln=doe

4. If the “Create new contacts” option is enabled, check that a new contact record has been created with details from the Folloze Lead.
5. If the “Report prospect activities” option is enabled, check that an External Activity record or Form Post has been created and associated with the appropriate Eloqua Contact record.