Setting up the export of data to Oracle Eloqua
You have the option of exporting Oracle Unity segments to Oracle Eloqua in two different ways.
- If you are exporting an Oracle Unity segment for use in an Eloqua multi-step campaign, follow the steps for Exporting Oracle Unity segments to Oracle Eloqua campaigns.
- If you are exporting an Oracle Unity segment into an Eloqua segment, follow the steps for Exporting Oracle Unity segments into Oracle Eloqua segments.
- If you are exporting an Oracle Unity segment into an Eloqua custom object, follow the steps for Exporting Oracle Unity segments into Oracle Eloqua custom objects.
Before you begin
Please review the following before starting the process of exporting Oracle Unity segments to Eloqua.
User role permissions
Make sure the user setting up the integration in both Oracle Unity and Eloqua has the proper user roles.
Required Oracle Eloqua user role permissions
The user in Oracle Eloqua that is setting up the integration needs to do the following:
- They must be able to install apps within Oracle Eloqua.
- They need the Action Permission "Install Cloud Applications".
- Learn more about Setting action permissions and Action permission descriptions from Oracle Eloqua Help Center.
Required Oracle Unity user role permissions
The user in Oracle Unity that is setting up the integration can have any User role.
- To give the minimum permissions to this user, you can assign the role of Analytics user.
- If the user needs to create the segments and campaigns in Oracle Unity that will be used to export to Oracle Eloqua, the user will need the additional user role of Business user.
- Learn more about Viewing and managing users.
Eloqua multi-step campaigns, segments and custom objects
Oracle Unity segments can be used for Eloqua campaigns or can be exported into Eloqua custom objects or segments.
Eloqua multi-step campaigns
Eloqua Multi-step campaigns allow you to create a highly customized marketing campaigns that can intrigue contacts and adapt based on a contact's real-time activities.
Eloqua segments
You have the option of exporting data from an Oracle Unity segment through a campaign into an Eloqua segment.
Eloqua custom objects
An Eloqua custom object is a set of custom records that supplement standard contact and account records. Custom objects allow you to store additional data in a scalable manner and link that data to a contact or account record.
You can build a custom object with any combination of standard and custom fields, populate those fields to create custom object records, and then link those records to a contact or an account. Powerful and flexible, linked records enrich your segments, campaigns, and programs by letting you build those assets with information not found in contact fields and account fields.
Next steps
Exporting Oracle Unity segments to Oracle Eloqua campaigns
Exporting Oracle Unity segments into Oracle Eloqua custom objects
Exporting Oracle Unity segments into Oracle Eloqua segments
Setting up the import of data from Oracle Eloqua