Sending campaign data to Salesforce for closed-loop reporting

The SYSTEM - Send Campaign information to CRM program sends campaign data to Salesforce. It is run after the SYSTEM - CRM Update program. This program creates campaign memberships in Salesforce based on the campaign responses that occurred in Oracle Eloqua.

An image of the Program Builder canvas displaying a sample program

The program works in the following way:

  • Oracle Eloqua evaluates responses every hour (5 minutes after the hour). Responses are captured and recorded against the appropriate Oracle Eloqua campaign based on the response rule setup.
  • After contacts flow through the SYSTEM - Update CRM program, they enter into the SYSTEM - Send Campaign information to CRM program. A decision rule looks for contacts that have responded within the last 2 hours.
  • If contacts meet the filter criteria, the action step sends all new responses over to Salesforce using the Campaign Association - Contact internal event.
  • If contacts do not meet the filter criteria, the decision rule is retried for 2 hours to ensure a response is not missed.

Before you begin

Filtering contacts that responded to campaigns

The SYSTEM - Send Campaign information to CRM program requires a shared contact filter that includes contacts that responded to a campaign within the last 2 hours.

An image of the Add New Shared Filter window with the Respond to Any Campaign filter settings displayed

To create a shared filter to include contacts that responded to a campaign:

  1. Navigate to Audience An image of the Audience icon. > Tools, then click Shared Filters.
  2. Click New.
  3. Double-click Untitled Shared Filter, then enter the filter name: SYSTEM - Responded to Campaign in Last 2 Hours.
  4. Add the Responded to Any Campaign filter criteria.
  5. Modify the criteria to include contacts who have responded to any campaign at least once within the last 2 hours. Keep the default setting (All) for the Campaign Fields option.

    An image showing the shared filter settings

  6. Click Save.

Creating the send campaign information program

To build the SYSTEM - Send Campaign Information to CRM program for closed-loop reporting:

  1. Navigate to Orchestration An image of the Orchestration icon., then Tools, then click Program Builder.
  2. Click Create New Program from the Program Builder menu.
  3. Enter the program name, SYSTEM – Send Campaign Information to CRM, and select Contacts as the Default Member Type.

    An image of the New Program window configured for the SYSTEM - Send Campaign Information to CRM program

  4. Click Save.

Configure the program entry step and decision step:

  1. Click Edit Program Flow.
  2. Click An image of the first step icon to add the first step in the program.
  3. Name the first step 00. Start, then click Save and Close.

    An image of the New Step window

  4. Click An image of the drop-down button. beside the step name, then click Edit Step Path.
  5. Select Send to New Decision Rule, then click Continue.
  6. Name the decision rule Has Responded to any Campaign in the Last 2 Hours?
  7. Select Data in the Type list, then select Contact is Contact Filter in the Decision Rule list.

    An image of the Edit Decision Rule window with the required settings

  8. Click An image of the Search for Filter icon in the Decision Rule Parameters area, then select the shared filter you created earlier: SYSTEM – Responded to Campaigns within the last 2 hours. Click OK. See Filtering contacts that responded to campaigns.

    An image of the Contact Filter Search window with the SYSTEM-Responded to Campaign in Last 2 Hours fillter selected

  9. Click Save and Close. The program is updated with the new step.

    An image of Program Builder displaying the first two steps of the SYSTEM-Send Campaign Information to CRM program

Configure the yes path:

  1. Click An image of the drop-down button. on the Has Responded to any Campaign in the Last 2 Hours decision rule, then click Edit Decision Yes Path.
  2. Select Send to a new step.
  3. Click Continue.
  4. Name the step 01. Send Campaign Information to CRM, then click Save and Continue.
  5. Name the action 01. Send Campaign Information to CRM, then select Send Campaign Information to CRM System in the Action list.
  6. Click An image of the Search for Lead Stage System icon in the Action Parameters area, then select the default lead stage system identified in the search results.

    Note: You must select a Lead Stage System in order to enable the program.

    An image of the Lead Qualification System Search window with the default system circled

  7. Click OK, then click Save and Close.

Configure the no path:

  1. Click An image of the drop-down button. on the Has Responded to any Campaign in the Last 2 Hours decision rule, then click Edit Decision No Path.
  2. Select Send to New Step.
  3. Check Re-try decision rule every, then select 10 minutes for 1 hour starting with Has Responded to a Campaign within 2 Hours.
  4. Click Continue.
  5. Click An image of the drop-down button. on Step 01, then click Edit Step Path.
  6. Select the option Send to New Step.
  7. Name the action XX. Remove from Program, then select the Remove from Program action.
  8. Click Save and Close.

Configure the priority mode:

  1. It is recommended you enable the program in priority mode.
    1. Click Enable Program from the Program menu.
    2. Select Enable below Priority Mode.

After you finish: Continue to Updating the CRM update program for closed-loop reporting.

Learn more

Updating the CRM update program for closed-loop reporting

Closed-loop reporting with Salesforce