Add Contacts and Leads from Your Workspace to Oracle Marketing Cloud

Salespeople can select contacts or leads from their Workspace saved searches and add them as campaign members to marketing campaigns. After the added contacts and leads are synchronized to the Marketing Cloud (Oracle Eloqua), they get added to the specified Oracle Eloqua marketing campaigns.

Before you start to add contacts and leads from your Workspace to Oracle Eloqua, ensure that the functional security privilege MKT_MANAGE_MARKETING_INTEGRATION_CAMPAIGN_MEMBER is assigned to the intended user or their role. Alternatively, if you want users to have access only to Marketing Campaigns without granting them additional roles to other objects, then you can create a custom access group as outlined in the Create a Custom Access Group topic in the Securing CX Sales and Fusion Service guide.

Note: You must set up the Campaign Member Import in the Oracle Sales Cloud Integration App in Oracle Eloqua. This enables Oracle Eloqua to synchronize the campaign members (leads and contacts) from your sales application.

1. Create a sandbox and navigate to the Smart Actions administration tool in Application Composer, under Common Setup.

   Smart actions are actions that are specifically mapped to a client application, such as Workspace, and displayed to users only when specific conditions are met.

2. Using the Actions search box, look for the Add to Campaign action.

   Two system actions are displayed: one for the Contact object and one for the Lead object.

3. For each of the objects, select the Enabled check box.

4. Verify that the Add to Campaign action is available for both Contacts and Leads saved searches in Workspace.