Creating a custom web tab for Engage

If you have purchased the Engage Add-On for Oracle Eloqua, there are two ways to leverage the solution. First is to create the web tab manually, and second is to use the pre-built integration that will provide buttons instead of a new tab. If using the web tab approach, users will need to select the Engage Web Tab and manually enter email addresses. If using the pre-built approach, users will be able to send email addresses from a detail or list page by clicking a button.

  1. Adding the Web Tab Manually

    1. In the upper-right corner of any page, click the Admin global link.
    2. In the Application Customization section, click Application Customization.
    3. In the Application Setup section, click the Custom Web Tabs link.
    4. On the Custom Tab List page, click New.

    5. On the Custom Web Tab page, enter the following information:

      Parameter Value
      Name Marketing Cloud Engage
      Type URL
      URL

      The two options include:

      1. Email Templates: The format for this URL is:

        https://<podURL>/apps/engage/index.aspx#sendTemplateToContacts/%%%Email_Address%%%

      2. New Email: The format for this URL is:

        https://<podURL>/apps/engage/index.aspx#sendBlankEmailToContacts/%%%Email_Address%%%

        1. Replace <podURL> with the Oracle Eloqua URL for your company. This can be determined by the browser URL when you log into Oracle Eloqua; it is one of:

          • secure.eloqua.com
          • www02.secure.eloqua.com
          • secure.p03.eloqua.com
      Height 750

  2. Use the Pre-built Integration

    The pre-built integration uses privileges to enable a button on the Contact and Lead detail pages as well as the Contact and Lead list pages. The button is driven by the same URL that you would access Engage with, and will open up a new window instead of navigating to a web tab.

    Enable Privileges

    There are two privileges used to enable the Oracle Eloqua functionality accessible through buttons. These privileges are not required if you are manually creating the Engage tab.

    Privilege Use
    Manage Oracle Eloqua Marketing Cloud Service Integration Allows administrators to provide the URL to access Engage, and enable the privilege on other roles. This privilege is required to complete the steps below.
    Oracle Eloqua Marketing Cloud Service Integration Allows end users to have buttons on the Contact and Lead Detail Pages and the Contact and Lead Lists Pages. This privilege is required to have the buttons appear.

    Enable Engage

    1. In the upper right corner of any page, click the Admin global link.
    2. In the Application Plug-In section, click the Oracle Eloqua Marketing Cloud Service link. Provide the following URL in the Engage URL field: https://<podURL>.

    3. Replace <podURL> with the Oracle Eloqua URL for your company. This can be determined by the browser URL when you log into Oracle Eloqua; it is one of:

      • secure.eloqua.com
      • www02.secure.eloqua.com
      • secure.p03.eloqua.com

    4. Select the “Allow sending emails from lists” check box to enable Oracle CRM On Demand to send emails to a list of customer contacts using Oracle Eloqua.

      Note: Not enabling this check box will mean that users will only be able to send an email by button click from the detail page.

    5. Click Save.

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