Creating a point of interest program

Important: Oracle Sales was formerly known as Oracle Sales Cloud. All instances of Oracle Sales Cloud have been changed to Oracle Sales across the app user interface.

You can use Oracle Eloqua's program canvas to manually configure a point of interest program or you can select default assets to automatically create programs.

Default point of interest program:

An image of the default Point of Interest program for Oracle CX Sales

A new lead record is created if there are no leads with the same email address in Oracle Sales, but an Oracle CX Sales contact already exists. If there is an existing contact record, the contact record is updated with contact information from Oracle Eloqua as defined in the Update Contact action.

Note: Determining whether an Oracle CX Sales (formerly Oracle Sales Cloud) contact or lead exists depends on configuring an import for both Oracle CX Sales leads and contacts with the appropriate record IDs. For details, see recommended contact and account fields.

To create an Oracle CX Sales point of interest program:

  1. Navigate to Orchestration An image of the Orchestration icon., then click Programs.
  2. Click Create a Contact Program
  3. Select a blank template.
  4. Configure basic information about the program:
    1. Click InfoAn image of the Campaign Settings icon. on the side of the canvas, and add a Name and Description of the program.

      An image of the info tab.

    2. To allow a contact to enter the program more than once, select the Allow contact to exist on multiple steps in the canvas check box. If you do not select this option, once a contact enters a program, the contact cannot enter the program again from another entry point.
    3. Click X to close the Info window.
  5. Add the Listener Step to the canvas:
    • Name the step Start - Point of Interest.
    • To subscribe to data using a listener step, double-click The listener step icon Listener Step. For more information, learn about Program Canvas.
    • Add any data sources that are part of your lead flow. For example, form submissions, lead nurturing programs or campaigns that generate leads.
  6. Add an Update Rule action step. Name the step Lead Source. Configure the Rule Set option to Lead Source Original.
  7. Add a Compare Contact Fields decision step. Name the step Create a Lead? This step evaluates and routes contacts based on a specified value in a selected contact field. Set the step to route contacts based on whether they have an Oracle CX Sales Lead ID.
    1. For the yes path, add a Shared Filter Member? action. Name this step Are Required Fields Populated?. This step evaluates whether shared filter members have required contact fields (such as name, company, and so on). Add an Oracle CX Sales Integration action named OSC - Create Lead and connect it to the yes path to create leads for filter members with the required contact fields. For the no path, move members to an Add to Shared List action named Lead Not Created - Missing Fields.
    2. For the no path, add an Oracle CX Sales Integration action to update information for existing Oracle CX Sales leads. Name this step OSC - Update Lead.
  8. Add a Compare Contact Fields decision step. Name this step Update Contact?
    1. For the yes path, add an Oracle CX Sales Integration action to update information for existing Oracle CX Sales contacts. Name this step OSC - Update Contact. Connect this step to the Remove from Error List step below.
    2. For the no path, add a Remove from Shared List action. Name this step Remove from Error List.
  9. Add any necessary wait and error steps.
  10. Click Save.
  11. Activate your program.
  12. Monitor the performance of the program using operational reports. If you need to change your program, you must disable the program.

The following example canvas illustrates a manually-configured point of interest program:

An image of a Point of Interest program for Oracle CX Sales

Learn more

Creating a create unique program

Example programs

Oracle CX Sales Integration app

Program Canvas