Exporting Oracle Unity segments into Oracle Eloqua segments

Exporting Oracle Unity segments into Oracle Eloqua segments requires the following tasks:

  1. Create an Eloqua destination
  2. Create an Oracle Unity campaign
  3. After setting up the export of data, you can review the exported data in the Eloqua platform.

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 into the selected 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 the checkbox for Export the data to an Eloqua segment.

    3. An image of the checkbox to export data to an Eloqua segment

  3. You have two options for selecting the Eloqua segment.
    1. In the drop-down list for Eloqua Segment, select the segment that will receive the data.

      2. An image of the Eloqua Segment drop-down list

    2. Click Create a new Eloqua segment. Then, in the New Eloqua Segment dialog, enter the new segment name and click Create.

      3. An image of the link to create a new Eloqua segment

  4. Click Verify connection to ensure that Oracle Unity can access the destination.
  5. After verifying the connection, click Continue.

Step 3: Select segment

You will select the segment you want to export to Eloqua. You will also have to review the field mappings between Oracle Unity attributes and Eloqua contact fields. When the campaign job runs, the mapped attributes and contact fields will be included in the output of the job and exported into the Eloqua segment.

To select a segment: 

  1. Use the Segment field to select or search for the Oracle Unity segment. The field mappings between Oracle Unity attributes and Eloqua contact fields will display.

    2. An image of the Segment field

  2. Review the field mappings and make any necessary updates so that the data you want exported is mapped. Click Add An image of the Add icon to create a new mapping and Delete An image of the Delete iconto remove a mapping.

    3. An image of the field mapping section

  3. When done, click Continue.

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.

Review exported data in Eloqua

After the campaign job runs, you can review the exported data in Eloqua.

To review the exported data: 

  1. Log in to Eloqua.

  2. Go to the Segments section.

  3. Open the segment that received the exported data.

  4. Select the contact list that was created by the Oracle Unity campaign job and review the mapped fields that were exported.

Learn more

Creating segments

Creating destinations

Creating campaigns

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