Creating response actions

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.

This page outlines how to create response actions. Learn how to create step actions and campaign actions.

Actions are data transactions between Oracle Eloqua and Oracle CX Sales. The Response Actions page is where you create actions to send data to Oracle CX Sales based on response rules configured in your Oracle Eloqua instance. When a response occurs, Oracle Eloqua records the response based on priority and the response is sent to an Oracle CX Sales object.

Important: Avoid uploading contact activities that are older than 30 days. These contact activities will not be sent to the Oracle CX Sales integration app.

The below image shows an example of Oracle Eloqua response rules configured to use program and campaign canvas for campaign associations.

An image of an example of response rules configured to use program and campaign canvas for campaign associations..

Prerequisites

To create a response action:

  1. In the Oracle CX Sales Integration app, click Campaigns.
  2. Click the Response Actions tab.
  3. Click Add Action and select a connection for which you want to create a new action.
  4. Complete the action details:
    • Action Name: Enter a name for the action.
    • Connection: The connection cannot be modified.
    • Object Mapping: The Eloqua Object is set to Campaign Response and cannot be modified. Select a top-level object from the CX Sales Object list and then click Fetch. The default field mapping is displayed.
    • Update Oracle CX Sales Fields: The Oracle Eloqua unique identifier is Campaign Membership Id. The Oracle CX Sales unique identifier is determined by the CX Sales object selected in Object Mapping. Add more mappings by clicking Add Export Field Mapping. For each set of fields, specify the Oracle CX Sales field that will be mapped to Oracle Eloqua contacts. Click the menu An image of the Edit Icon to delete the mapping, or switch the field type to static text, static date, or dynamic date. You can also allow blank values to be sent from Oracle Eloqua to Oracle CX Sales when using the Update action type. This option is only available for fields that are not required.

      An image of the response action configuration.

      Warning: Do not select the Allow blank values to be sent option when mapping to an Oracle CX Sales date field type. An error will occur.

  5. Click Save.

Click the list to modify the action. You can edit, enable or disable, and view report data for the action. Only one campaign action can be enabled at a time. Enabling a new action will disable an existing one. You must disable an action before you can delete it.

An image of the Oracle CX Sales app response actions area with the menu expanded.

Learn more

Creating campaign actions

Creating step actions

Campaign response rules for CRM integration

Getting started with the Oracle CX Sales app

Using the Oracle CX Sales app in a program or campaign

Oracle CX Sales Integration app