Installing Oracle Eloqua Sales Tools for Microsoft Outlook

Oracle Eloqua Sales Tools for Microsoft Outlook is an add-in for Microsoft Outlook. It provides users with easy access to both Oracle Eloqua Profiler and Engage straight through Microsoft Outlook's email composer, and comes packaged with similar capabilities as the native web and mobile versions of the (responsive) Profiler and Engage.

Important: Engage end users can install the add-in on their own. IT administrators can also install the add-in for users in bulk. For information on mass deployment, contact My Oracle Support.

Prerequisites

  • You must have the Eloqua Engage and the Eloqua Sales Tools for Microsoft Outlook licenses. To access Profiler from the Microsoft Outlook add-in, you must also have the Profiler license.Learn more about the steps to setup Engage.
  • Prior to installing Oracle Eloqua Sales Tools for Microsoft Outlook, ensure that your system meets the following requirements:
Microsoft Outlook
  • Microsoft Outlook 2016
  • Microsoft Outlook 2019
  • Microsoft Outlook 2021
  • Microsoft Outlook for Microsoft 365
Operating system
  • Microsoft Windows 10
  • Microsoft Windows 11
Microsoft Exchange Server
  • Microsoft Exchange Server 2016
  • Microsoft Exchange Server 2019
  • Microsoft Office 365
Mailbox storage
  • OST in Cached Exchange Mode (default mode)
  • PST
Microsoft .NET Framework v4.8+ must be installed on the computer where the add-in will be used. 4.8 is installed by default with Windows 10.
Default email application (Optional) Users can open a compose window in Microsoft Outlook when clicking on a contact's email address within Profiler. In order for a compose window to open in Microsoft Outlook, users must configure Microsoft Outlook to be the default email application on their machine.

You can search for and install new apps in the Oracle Cloud Marketplace .

To install Oracle Eloqua Sales Tools for Microsoft Outlook:

  1. Ensure Microsoft Outlook is not currently running on your machine. If it is open, you will be prompted to close it before installing the add-in.
  2. Follow one of the URLs below, depending on your Windows operating system:

    Windows 32-bit: https://cloudmarketplace.oracle.com/marketplace/app/SalesToolsMicrosoftOutlookWin32

    Windows 64-bit: https://cloudmarketplace.oracle.com/marketplace/app/SalesToolsMicrosoftOutlookWin64

  3. Click Get App.
  4. Follow the instructions in the installation wizard, then click Finish.

    An image of the Outlook plugin wizard where you click the Install button

  5. Open Microsoft Outlook.
  6. Sign in to Oracle Eloqua using your company name and credentials. If your company leverages single sign-on, click Sign in with SSO or another account. For more details, see Signing in to Oracle Eloqua.

    Note: Signing in is required only for the first run of the Oracle Eloqua Sales Tools for Microsoft Outlook add-in.

    Tip: If you are using Microsoft Edge or Sales Tools for Microsoft Outlook to access the Oracle Eloqua sign in page in an iframe, an addition should be made to trusted sites. Add https://*.eloqua.com and the URL of the site where the login page (Oracle Eloqua and/or Sales Tools) is being iframed. The browser must be closed fully and restarted before the change is recognized. For additional information, see this Topliners post about Oracle Eloqua login enhancements.

The Oracle Eloqua Sales Tools for Microsoft Outlook add-in is now installed and visible in the ribbon.

An image of Sales Tools installed in Outlook's ribbon

Learn more

Oracle Eloqua Sales Tools for Microsoft Outlook

Engage

Sales Tools

Signing in to Oracle Eloqua