Exporting Oracle Unity segments to Oracle Eloqua campaigns

Exporting Oracle Unity segments to Oracle Eloqua campaigns requires the following tasks:

  1. Create an Eloqua destination
  2. Create an Oracle Unity campaign
  3. After setting up the export of data, you will then need to set up the Oracle Eloqua multi-step campaign.

Create an Eloqua destination

You will first need to follow the steps for Creating an Oracle Eloqua destination.

Create an Oracle Unity campaign

After creating the destination, you will need to create the campaign that will export the Oracle Unity segment to Oracle Eloqua.

To create the campaign:

  1. Click the Oracle icon Image of the application navigation button. Use it to access the different parts of Oracle Unity. in the bottom-right corner to open the navigation menu.
  2. Select Campaigns.
  3. In the top-right corner, click Create campaign.

The Create campaign page is displayed.

Step 1: Define campaign details

The campaign details section allows you to define how the campaign will display in Oracle Unity.

To define the campaign details:

  1. Enter the details for the campaign.

    2. An image of the Campaign details section

    • Name: Enter a name. The name must be 1 or more characters, up to a maximum of 30. Use only letters (a–z and A–Z), numbers (0–9), underscores (_), hyphens (-), and spaces. The first character cannot be a space.

    • Campaign ID: The unique system identifier for your campaign. You can't change this value after you create the campaign.

      • If the campaign name uses English characters, the Campaign ID field is auto-populated from the campaign name you enter. You can change this value before the campaign is created.
      • If the campaign name uses characters from another language supported in the language settings, the Campaign ID field will be left blank. You will need to enter a name using English characters.
    • Description: Enter a description. This field is optional, but it is highly recommended to add descriptions for any entity created. This helps all other users get additional context when using and navigating Oracle Unity. The description can have a maximum of 512 characters with no restrictions on characters used. You can use characters from all languages supported in the language settings.
  2. Click Continue.

Step 2: Select destination

You will select the Eloqua destination you created earlier.

To select the destination:

  1. Select the Eloqua destination.
  2. Click Verify connection to ensure that Oracle Unity can access the destination.
  3. After verifying the connection, click Continue.

Step 3: Select segment

You will select the segment you want to export to Eloqua.

To select a segment: 

  1. Search by the segment name and click An image of the Find button. Use it to search for segments.. Then, select the segment.
    • The field mappings between Oracle Unity attributes and Eloqua contact fields will display. To edit the field mapping, you will need to update the configuration of the destination before creating the campaign. Learn more about Managing destinations.
    • Make sure that the Oracle Unity Email attribute you use for field mapping is the same one included as a personalization attribute for the segment you want to export. If this attribute is not included, then the segment will not be exported successfully to Eloqua.

      • An image of the field mapping for the segment

Step 4: Schedule and notify

You will need to configure the schedule and notification settings for the campaign.

Please note the following for schedule settings:

  • The schedule settings of the campaign can also be configured within Eloqua.
  • When viewing the Feeder instance with the linked Oracle Unity campaign, you can view the published and draft versions of the schedule settings.
  • After making changes to the schedule settings, make sure to follow the steps for Publishing changes.  

An image of the Schedule and notify section

To schedule the campaign and define the notification settings:

  1. Configure the schedule for the campaign:
    • Click Recurring to automatically run the campaign job on a regular schedule.
    • Click On demand to run the campaign job as needed.
  2. If the campaign job is recurring, select the Frequency, Start time, and Days it will run.
  3. In the field for Notify, enter the email addresses of people to be notified when the campaign job runs. Separate multiple emails with a comma.
  4. If you only want a notification if the campaign job fails, click the checkbox Only notify on failure.

If you select the campaign will run on demand, the campaign job can be triggered within Eloqua. Once the job is triggered in Eloqua, it triggers the Oracle Unity campaign to run from the Jobs dashboard.

Step 5: Save and publish the campaign

After saving the campaign you will need to publish the changes.

To save and publish the campaign:

  1. Scroll to the top of the page and click Save or Save and close.
  2. Follow the steps for Publishing changes.

Create an Oracle Eloqua multi-step campaign

After setting up the export of Oracle Unity data, follow the steps for Setting up Oracle Eloqua multi-step campaigns.

Learn more

Creating segments

Creating destinations

Creating campaigns

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