1. Using Account and Contact Enrichment by Dun & Bradstreet
  2. Match Data in Eloqua

Match Data in Eloqua

Oracle Eloqua users can use the DaaS Enrichment app to ensure that they have the most up-to-date information for their companies and contacts.

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Watch this video to see how to update contacts in Eloqua with the DaaS Lead Enrichment app.

Match and Enrich Leads in Eloqua

Suppose you want the data for all your leads to include titles, because you want to send a marketing email targeted at only C-level leads. You can enrich the leads with 3rd party data from DaaS and send email to only appropriate people. Follow these basic steps:

  1. Create a multistep campaign.

  2. Select a segment with your leads as the target audience for the campaign.

  3. Connect it with the DaaS Lead Enrichment app.

  4. Save the campaign.

  5. Activate the campaign to enrich the contact data. After the leads are enriched, you can open the app to see details about the enrichment job.

  6. Select to send email to leads if they have a C-level title.

To batch enrich leads on a regular basis, create a segment in an “always on” campaign that includes all leads and connect it with the DaaS Lead Enrichment app. Or, you can have contacts in a segment filtered through programs and then sent to a campaign with the DaaS Lead Enrichment app to get enriched automatically:

  1. Create a program (Create a Contact Program - Blank Contact Program).

  2. On the program canvas, associate the program to a campaign where you have the DaaS Lead Enrichment app. (For example, you could enrich contacts with city = New York or with annual revenue > 1000000.)

  3. Select the segment you want to use, and click Send To Program. These contacts are automatically added to the campaign DaaS Lead Enrichment app and will be enriched.

The following campaign-specific tabs display for basic marketing users:

  • Summary: Use this page to see the current data usage based on your DaaS subscription, a summary of enrichments in the campaign, and Learn More links that take you to the Oracle Help Center for DaaS.

  • Mapping: Use this page to select the mapping for your campaign enrichment. This page also lets you override the match confidence level set by your administrator.

  • Job History: Use this page to see details about all or selected enrichment jobs in this campaign, such as the number of contacts in Eloqua already up-to-date and the number of contacts in Eloqua enriched by DaaS in this campaign.

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Match and Enrich Accounts in Eloqua

After the DaaS Enrichment app has been configured, Eloqua users can use it to ensure that their accounts (or companies) have the most up-to-date information, and can target the right audience with the right message.

For information on installing and configuring the DaaS Enrichment app, see Integrate with Oracle Eloqua.

  1. Create an account group in Eloqua:

    1. Select Audience — Tools — Account Groups.

    2. On the Account Groups page, select Accounts — New Account Group.

    3. Click Group Members, and select to add companies to the group. (Alternatively, you can upload a file containing a list of companies to the group.)

  2. From the AppCloud menu, select the Oracle DaaS Account Enrichment app.

  3. Create an account enrichment job:

    1. On the app’s Manage Jobs page, click Create New Job.

    2. Select the account group you created, and move it to the Account Groups to be Enriched pane. (For the mapping, all seeded OMC Company Match and custom mappings that the admin created are listed. You can leave the default mapping and match confidence level.)

    3. Click Save and Run to run this job immediately. (Alternatively, click Save and run the job later on the Manage Jobs page.)

    4. In the dialog, enter a name for the job, and click OK.

      If the account already has the latest data, then it does not get picked up for matching. If it doesn’t have the latest data, then the account is matched with DaaS, and fields in Eloqua that were specified in the mapping are updated with enriched company data.

  4. Optionally, change the default filters DaaS uses for searching and matching. See Set Admin Defaults.

The following tabs display for basic marketing users:

  • Summary: Use this page to see the current data usage based on your DaaS subscription, a summary of enrichments, and Learn More links that take you to the Oracle Help Center for DaaS.

  • Manage Jobs: Use this page to create new jobs. You can also search for, edit, run, or delete existing jobs. You can only manage jobs that you’ve created.

  • Job History: Use this page to see details about all or selected enrichment jobs, such as the number of accounts in Eloqua already up to date and the number of accounts in Eloqua enriched by DaaS.