Setting up Oracle Eloqua multi-step campaigns
To set up an Oracle Eloqua multi-step campaign with an Oracle Eloqua segment, you will need to do the following:
Install the Oracle Unity app
Once you complete the installation of the Oracle Unity app, field mapping will be automatically set up between Oracle Unity and Eloqua. This will link Oracle Unity attributes to Eloqua contact fields.
Learn more about Installing and managing apps in the Eloqua Help Center.
To install the Oracle Unity app:
- Log in to Eloqua.
- Visit the App Cloud Catalog by going to Settings > Apps.
- Search for the Oracle Unity app. If you can't find it through search, click Get more apps at the marketplace to search for the app from the Oracle Cloud Marketplace.
- Select the Oracle Unity app and click Install. A dialog will display asking for your Oracle Unity Host Name. You can find the host name from your Oracle Unity service instance details.
- Enter your Oracle Unity Host Name and click Save. You will be directed to the Oracle Unity login page.
- Enter your Oracle Unity credentials. This will complete the installation of the app and field mapping between Oracle Unity and Eloqua.
Once the app is installed, the Oracle Unity Feeder will be available for selection when creating multi-step campaigns. You will need to add this to the campaign canvas and select an Oracle Unity campaign to link the data and import it from Oracle Unity.
Note: If you are experiencing issues with an app developed by Oracle Marketing Apps, click Support in the app-level or instance-level configuration window. Detailed information about the app is displayed, such as Service URL, App Name, App Status, Client, and Error Messages. Copy and paste this information into a service request at My Oracle Support.
Create Oracle Eloqua multi-step campaigns
To create an Eloqua multi-step campaign with an Oracle Unity segment, you will need to use the CXUnity Feeder and then activate the Eloqua campaign.
Using the CXUnity Feeder
When you add the CXUnity Feeder to the campaign canvas, the feeder will import the linked data from Oracle Unity so that it can be used for the Eloqua campaign.
To use the CXUnity Feeder:
- Log in to Eloqua.
- Navigate to Orchestration
, then click Campaigns. - Click Create a Multi-Step Campaign.
- Select a template or use the blank campaign. The campaign canvas opens.
- Click the Campaign Steps heading. All available elements for the campaign will display.
- Drag and drop the CXUnity Feeder element to the campaign canvas.
- Click
next to Click to configure the cloud feeder. The Cloud Feeder Configuration dialog will display. - You will need to select the campaign created in Oracle Unity that you want to use for the Eloqua campaign. Search for the campaign name from Oracle Unity you want to link to this campaign, then click Continue. A confirmation message will display if the campaign was saved successfully.
- You can only select one Oracle Unity campaign.
- You can only select Oracle Unity campaigns that are not currently being used for Eloqua campaigns.
- You can only view published Oracle Unity campaigns. If you want to select a campaign that is not yet published, follow the steps for Publishing changes.
- Continue creating the campaign. Learn more about Creating multi-step campaigns from the Eloqua Help Center.
Activating the campaign
After you create the campaign, you will need to activate it. Follow the steps for Activating multi-step campaigns from the Eloqua Help Center.
Note: You must have permissions to activate a campaign. If you see an Approvals button on the campaign canvas, the campaign must go through an approvals process before activation. See campaign activation security for more information about activation permissions. Learn more about the approvals process and campaign activation security from the Eloqua Help Center.
When you activate the campaign, that will trigger the respective campaign from the Oracle Unity Jobs dashboard.
Eloqua Help Center links
Activating multi-step campaigns
Action permission descriptions