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Set Up an Oracle Eloqua Integration

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Jan Griffiths
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Learn how to integrate your Oracle Eloqua account to feed leads from your Uberflip Hubs to Oracle Eloqua.

 

Before You Begin

  • To set up a Oracle Eloqua integration, you need to be in the Account Admin,Content Manager or Demand Generation user group(s).
  • You will also need a Oracle Eloqua account with Admin permissions. Your Oracle Eloqua environment will also need to have API access enabled.
  • To get the most out of the integration, you should be using Form CTAs to generate leads to send to Oracle Eloqua. To learn more about Form CTAs and how to set them up, see this article.

Important Note: Email Address Field on Eloqua Forms

On any Eloqua Form that you intend to use with Uberflip Form CTAs, you must use the default Email Address field (from the Contact Fields section) to accept email addresses on the Eloqua Form. Do NOT use a Custom Field on the Eloqua Form for email addresses: doing this will cause a "Form ID not found" error when trying to connect the Oracle Form to a Form CTA.

In addition, it is very important that you do NOT change the label of the default Email Address field. Changing this label will break email validation on Form CTAs connected to the Eloqua Form. This will cause the Form CTAs to accept invalid inputs in the email field, which may result in data loss.

To avoid this issue, leave the default Email Address label unchanged on any Eloqua Form that you want to use with Uberflip (this is case-insensitive, i.e. email address is also acceptable).

 

About the Oracle Eloqua Integration

If you use Oracle Eloqua as part of your marketing tech stack, you can integrate it with your Uberflip account to get the most out of both platforms. Within your account, Form CTAs are a highly effective way to generate leads — over 7x more effective than traditional landing pages. And once you've generated those leads, you need to do something with them. This is where Marketing Automation Platforms (MAPs) like Oracle Eloqua shine.

Form CTAs are designed to stream the leads they capture to a MAP, where you can make them part of your lead nurturing strategy. In this regard, Eloqua works differently from most other MAPs, where the Form CTA directly creates or updates leads. In Eloqua, the information entered by a lead is instead submitted directly into an Eloqua Form. This means that you can use Form Processing in Eloqua to create or update contact records, as well as to trigger additional automations.

In this article, we'll look at the prerequisites for integrating your account with Oracle Eloqua, how to configure the integration, and optional steps to enable additional data collection.

You can find more detailed explanation of how the Eloqua integration works, and the kinds of data it can be configured to collect, in this article.

 

Prerequisites: Get a Data Lookup Key and Create a Dedicated User

To set up a Oracle Eloqua integration, you will need a Data Lookup Key from your Oracle Eloqua environment. For instructions on how to get a Data Lookup Key, see this article.

You should also create a new Oracle Eloqua user specifically for the Uberflip integration. This User will need:

  • API access: You must add the User to the API Users Security Group.

    Fullscreen_2019-01-21__3_41_PM.png

  • Shared credentials: Not strictly a requirement, but as a best practice your whole team should have access to the user, as this makes it easier to fix any problems with the integration should they arise. In addition, you should set the password for this User to never expire.

You can find instructions on how to create a new user in Oracle Eloqua in this article from Oracle.

Why do I need to create a dedicated user?

While you can theoretically use any user account to set up the integration, we strongly recommend against using a personal user account that is associated with an individual. If you do, your Uberflip integration can stop working unexpectedly if that person leaves your company, changes their email or password, or their account is deactivated for any other reason.

Using a dedicated user account helps to avoid these types of issues, and can prevent problems with your integration in the future.

 

Connect Your Account to Oracle Eloqua

All you need to do to integrate your account with Oracle Eloqua is to connect them via the Uberflip app.

  1. Log in to your Uberflip account and select any Hub.
  2. In the sidebar menu on the left, click on Integrations.
    Hubs___Integrations_-_Uberflip.png
  3. On the right, you'll see a list of services that Uberflip can integrate with. Find Oracle Eloqua in the list, then click on its Connect button on the right (under the Action column) to set up the integration:
    Hubs___Integrations_-_Uberflip.png
  4. In the modal that opens, type in the Data Lookup Key you obtained previously:
    Screen
  5. Click Save & Connect
  6. An Eloqua login page will open. Enter your Eloqua account credentials and click Sign In. 
    Screen
  7. You'll be returned to the to the Integrations page, where you'll now see connected next to Oracle Eloqua in the list:
    Hubs___Integrations_-_Uberflip.png
  8. That's it! Oracle Eloqua is now connected to your account.

If you just leave it at this stage, your integration will work, but you will only receive the minimum amount of data about leads (basically, only what they submit themselves in the Form CTA). In the following sections, we'll describe what the various options do, and how to configure them.

 

Create Optional Custom Fields

When a lead submits a Form CTA, Uberflip will also attempt to populate hidden fields on the Eloqua Form. These fields record details about the Item a lead converted on (i.e. the Item on which the Form CTA they completed was placed, if applicable) as well as the Item they viewed most recently.

The fields to record this data do not exist in Eloqua by default, so you must first add them as a custom field type. You can then add those fields to an Eloqua Form to capture the data. Note that you must add these fields to the Eloqua Form before associating it with a Form CTA.

  1. On the Integrations page, click on the Fields button next to Oracle Eloqua under the Action column:
    Hubs___Integrations_-_Uberflip.png
  2. The Service Fields window will open. Inside, you'll see a list of fields that will be used in Oracle Eloqua to record the data being sent from Uberflip. Some will be colored red and marked with an x in the Status column, indicating that they do not exist in Oracle Eloqua yet:
    Hubs___Integrations_-_Uberflip.png
  3. To be able to record data in these fields, you must first create them in Oracle Eloqua. To create a field, click on the +Add button beside it. Once added the field is added, the +Add button will disappear, and a checkmark will appear beside the field in the Status column:
    Hubs___Integrations_-_Uberflip.png
  4. Continue clicking the +Add button for each field until you have added all three fields.
  5. After adding the fields, remember to log in to Eloqua and add the fields to any Eloqua Form that you intend to connect to a Form CTA.

 

Configure Oracle Eloqua Integration Settings

The Oracle Eloqua integration has several options that you can configure. These are all available from the integration's Edit Settings menu.

 

Customize and Save Eloqua Integration Settings

  1. On the Integrations page, click on the Edit button that appears next to Oracle Eloqua in the list (under the Action) column:
    Hubs___Integrations_-_Uberflip.png
  2. Customize any options as needed (see below for instructions):
    Hubs___Integrations_-_Uberflip.png
  3. Next to API Key, click on Generate:
    Hubs___Integrations_-_Uberflip.png
  4. Type in the username, password and company name for your dedicated Uberflip Oracle Eloqua User, then click on Generate (or, enter your previously generated API Key into the field provided).
  5. Click on Save to save your changes.

Option-Specific Instructions

Set Lead Sources

This option is enabled by default, and will make Uberflip populate the Lead Source - Original and Lead Source - Most Recent fields on an Eloqua Form with the names of the Form CTAs that the lead submitted in Uberflip. If you prefer to populate these fields with different values of your own choice, you can disable this option.

To disable this option, uncheck the box next to Set Lead Sources:

Hubs___Integrations_-_Uberflip.png

Enable First Party Cookies

Enabling this option allows you to use first-party tracking cookies with Eloqua instead of the default third-party cookies. Third-party cookies are now often blocked by default browser privacy settings and ad-blocking/anti-spyware applications, so switching to first-party cookies can help to avoid these issues, and enable seamless tracking of visitors across all websites using the same tracking domain.

To enable this option:

  1. Check the box next to Enable first party cookies:
    Fullscreen_2019-01-22__1_33_PM.png
  2. A text field will appear. Here, type in your first-party tracking domain as set up in Eloqua (e.g. tracking.mycompany.com).
    • If you do not know what your tracking domain is, finding it in Oracle Eloqua is not straightforward. If you need help finding your tracking domain, please contact Oracle Eloqua Support.
Create External Activities

This option allows you to track engagement with your Hub content in a more detailed way. If enabled, Uberflip will create an External Activity for a contact each time they view an Item in your Hubs, listing the specific Item viewed. External Activities also appear in Eloqua Profiler, giving Sales staff easy access to this engagement data.

External Activities are tied to campaigns, and you must specify a default campaign ID to be used to record External Activities under.

To enable this option:

  1. Check the box next to Create External Activities:
    Hubs___Integrations_-_Uberflip.png
  2. A text field will appear. Here, type in the default Campaign ID you want to use.
    • You can get the Campaign ID from Eloqua by viewing the campaign and looking at the URL:
      Fullscreen_2019-01-23__10_48_AM.png

In addition to the default campaign, you can also set campaign IDs at the Stream level. You can do this for both Source Streams and Marketing Streams (but not Sales Streams).

If present, a Stream-level campaign ID will override the default campaign ID. If a Stream does not have its own assigned Campaign ID, the default Campaign ID will be used instead.

To set a Stream-level campaign ID:

  1. Navigate to the Stream to which you want to assign a Campaign ID (Content > Streams) and click on the Stream to open it.
  2. While viewing the Stream, click on the Metadata tab.
  3. You should now see a Campaign ID field on the Metadata tab:
    Hubs___Manage_-_Uberflip.png
  4. Type the Campaign ID you want to use into the field. Your changes will be saved automatically and applied immediately.

 

Flipbook Tracking and Content Counters

Enabling these related options will allow you to track how many Items a lead has viewed, by content type (i.e. the number of articles, videos, Flipbooks, etc.). In general, we recommend enabling/disabling them together.

To enable these options, check the boxes next to Flipbook Tracking and Content Counters:

Hubs___Integrations_-_Uberflip.png

 

Next Steps

You're all set: you've successfully integrated your Uberflip account with Oracle Eloqua. Next, create some Form CTAs to begin generating leads.

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