Setup the initial integration to Eloqua
If you want to have all captures automatically sent to Eloqua, you'll need to take the following steps to setup the initial integration
Log in to your Back Office
Click My Account at the top right
Click on Setup a New Integration
Name the Integration Account and select "Eloqua" in the "Select Your Integration/Service Provider" and click "Submit and Continue"
On the following page you will see the following.
Click the link to finish the integration setup.
Create your list assignment
Return to the Questionnaire Overview page and click on Edit Questionnaire to enter the questionnaire builder
Click on Integrations at the top of the page
In the Click Here to Select Integration dropdown select your Eloqua integration and click Add List Assignment
In the windows select your options
For a Contact you will see the following options
For a Form you will see the following options
Click on Create List Assignment after you have made your selections.
Note: List assignments must be done prior to capturing data!
Map your data fields
- On the Send Data to Integration tab of the questionnaire click on Map Data Fields
- On the left side of the page are the merge fields available from your questionnaire
- On the right side of the page are the fields returned from your integration
- Select the merge field and drag it over to the right and drop it in the field from your integration
When you have mapped all of your fields click Submit Field Mapping to save the mapping