1. Integrating Sales with Oracle Eloqua
  2. Add Contacts and Leads from Fusion Sales to Campaigns in Eloqua

Add Contacts and Leads from Fusion Sales to Campaigns in Eloqua

Your sales team is in regular touch with customers and has a good understanding of their needs.

This puts your sales staff in the best position to recommend whether a contact or a lead would best fit a specific marketing campaign, such as a special event or a key account marketing campaign. Use the Fusion Sales and Eloqua integration to make collaboration between sales and marketing easier.

Using the integration, your sales team can add contacts or leads to Eloqua marketing campaigns from these locations within your Fusion Sales application.

Prerequisites

The Fusion Sales instance must be integrated with an Eloqua instance, and Campaign synchronization from Eloqua to Fusion Sales must be set up.

Note:

If you plan to sync Eloqua Campaigns to Fusion Sales, it's recommended that you specify distinguishing names and descriptions for each campaign. These fields are be mapped to corresponding fields in Fusion Sales, and will help guide sales users to choose the correct campaigns when adding prospects to them.

Required Changes in Fusion Sales

You must use Application Composer to enable at least one the following touch-points to allow your users to add contacts and leads to Eloqua campaigns.

  • The Campaigns subtab on the Edit Contact page, and the Add to Campaign button on this subtab.

  • The Campaigns subtab on the Edit Lead page, and the Add to Campaign button on this subtab.

  • The Campaign Members subtab on the View Campaign page, along with either or both of the Add Leads button and the Add Contacts button on this subtab.

  • The Add to Campaign Smart Action on the Contacts list in the Workspace.

  • The Add to Campaign Smart Action on the Leads list in the Workspace.

You must also add the following two functional security privileges for those users who will be adding leads and contacts to campaigns:

  • MKT_MANAGE_MARKETING_INTEGRATION_CAMPAIGN_MEMBER_PRIV

  • MKT_VIEW_MARKETING_INTEGRATION_CAMPAIGN_PRIV

When a user adds a lead or a contact to a campaign, a Campaign Member record is created within Fusion Sales with MemberStatus value of: ORA_ADDED.

Required Changes in Eloqua

Now, here are the required changes you must make in Eloqua.

Campaign Member Custom Object

You must create this custom object in Eloqua. The Campaign Member custom object corresponds to the Campaign Member object in Fusion Sales. When campaign member records are imported from Fusion Sales to Eloqua, they will be stored in Eloqua as records of the Campaign Member custom object type.

Campaign Member Import Process

You must create a new import process inside the Oracle CX Sales Integration App. This import process synchronizes the Campaign Members from Fusion Sales to the Campaign Member custom object in Eloqua, created in the previous section. To do this see the Creating Imports topic in the Oracle CX Sales Integration App User Guide.

Make sure you use the filter MemberStatus = 'ORA_ADDED' when you create the import.

You must select the checkbox to link the CDO records to Contacts in Eloqua.

And finally, map the following campaign member attributes from Fusion Sales during the import process:

  • Campaign Member Id

  • Campaign Id

  • Lead Id

  • Contact Id

  • Email

  • Member Status

  • Response Date

Create a Segment of Eloqua Contacts to Use in Campaigns

You must create a segment of contacts linked to the Campaign Member CDO in Eloqua. This will represent the campaign members imported from Fusion Sales.

It's recommended that you create one segment of imported campaign members for each Eloqua campaign. By doing this, you can easily count prospects added to each campaign and use individual segments as one of the Listener steps in Campaign Canvas.

If you do create one segment for each campaign in Eloqua, makes sure you use the Campaign Id from the imported campaign member as a "field condition".

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