The Folloze- Eloqua Connector 2.1  Technical Overview

Updated: Dec 3, 2020

Goals:

1. Ensure single Marketing system-of-record by reporting lead and engagement data to Eloqua

2. Comply with corporate contact preferences defined in Eloqua

3. Enrich Eloqua with customer contacts managed by salespeople

4. Ensure Folloze activity is mapped to Eloqua and Salesforce campaigns

5. Leverage Eloqua as an email sending service for Folloze generated email campaigns

The connector core capabilities are:

1. Track Prospect Engagement

○ Create new contacts/ update existing contacts

○ Report activities in Folloze

○ Report on Campaigns

2. Contact Subscription Preferences

○ Suppress emails to contacts that are unsubscribed from Global Settings or specific

email groups

3. Send Email via Eloqua

○ Route Folloze email (single touch, multi touch) via Eloqua with seller email as the

sender

Step 1: Integration set up

1. Install the app in your Eloqua instance or in a sandbox environment using a provided link

2. Configure preferences in Folloze’ Company Admin on the Integrations tab

Prerequisite​: to access the company admin, you need to have admin permissions

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3. Connect Folloze to Eloqua with the Eloqua Connect button

4. Select a method to use to record prospect action in Eloqua:

- External Activities

- Form submits - requires to select the form object in Eloqua

- CDO (coming soon) - requires to select the CDO

5. Decide which events to track in eloqua and the text that is used to record it.

- Email sent

- Email open

- Board view

- Item view

- Board share

- Action click

- Gated Form

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6. In order to report activities against Eloqua campaign go to the board’s Design Tab

- For external activity - enter the Eloqua Campaign ID to report the external activity. If empty, a

new campaign will be created for this board with the name <flz_boardname> and the

activities will be reported toward this campaign

- For Form submit - define the Salesforce Campaign ID to report in the form submit

7. Decide whether to apply Eloqua’s subscription management

● Choose email group to check recipient subscription against  ● Select whether the user should be ‘opt-in’ to the email group in order to send the

email.

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Objects in Eloqua

1. Create/Update contacts

- When an activity in folloze is performed on a board that is defined to be tracked in

Eloqua, the folloze connector will report this activity to Eloqua for a specific contact

- The logic is first checking if the contact exists (by email address). If the contact doesn’t

exists, a contact will be created

- When creating the contact, Folloze will sync the person details, using core attributes

and custom attributes. Custom attributes can be configured for specific customers, to

accommodate for their contact fields and mandatory fields.

- Each contact creation and update will have a timestamp and user making the change,

the fields to configure those fields is done in the admin environment

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Field Name  Type  Example

Email Address  Core attributes  john@modmind.com

First Name  Core attributes  John

Last Name  Core attributes  Persky

Phone  Core attributes  board_view

Title  Core attributes  Item_view will present Item ID

Country  Custom attributes  USA

State  Custom attributes  Virginia

...

2. Report Activities:

Option 1: External activity Example

Option 2: Form Object

● These are the fields that will be reported as part of the form submit API call.

● Please note that all fields are of type ​string​ but the EmailAddress that is of type

‘email address’​.

● Once the form is created, add the form ID in the Eloqua integration screen

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Field Name  Explanation  Example

EmailAddress  lead email address  john@modmind.com

BoardId  ID of the board that the lead interacted with  748854

ActivityType  type of action performed by lead

board_view

ActivityData  data related to activity performed   Item_view will present Item ID

ActivityTrackingLink  link to the pulse table in Folloze with the entire  set of activities of the lead

https://app.folloze.com/app/prism /100002/pulse/1792232

CampaignID  the related CampaignID configured on the  board level , typically used for Salesforce  campaign ID

659943

ActivityDate  ate the activity performed in PST  12/13/2018 21:34

LeadSourceDetails  the related Campaign name configured on the  board level , typically used for Salesforce  campaign name

659943

SellerName
  the email of the sender that invited the lead, if  exists

laurie@equitier.com

AssetName  the associated name of the asset used  ● Item_View -> Item Name  ● Board_view-> board name  ● Click_action-> Button label  ● gated_form -> Item name

Telephone
  Lead phone number

UTM_SOURCE  the latest utm_source reported on the activity  Facebook

UTM_MEDIUM  the latest utm_medium reported on the activity  Facebook ads

UTM_CAMPAIGN  the latest utm_campaign reported on the  activity

Facebook ads November 2019

TimeSpent  time spent on the item- reported only for  item_view activity, measured in seconds

24

Testing the integration:

1) Identify a board to use for testing

2) Add the campaign ID (for external activities) or Salesforce Campaign ID (for form

submits)

3) Open the board in an incognito window and add parameters that create a lead, see

example below:

engage.folloze.com/my board?token=<board

token)&em=​test1@testcompany.com​&fn=firstnametest&ln=lastnametest

4) Track in Eloqua: if new lead, check that the lead object has been created

5) Every board interaction will creates a form submit record or external activity record

Defining Eloqua as an Email Provider  Another functionality the Eloqua-Folloze connector allows is the option to send all Folloze emails via  Eloqua rather than through Folloze servers or user individual email mailbox.     In order to enable this functionality, the Eloqua admin needs to create a skelton email template that  Folloze will leverage to generate dynamic emails. The email templates should include cloud content  in the body - to allow dynamic body, and a contact field merge in the subject line to allow dynamic  subject of the email.    Promotional and non promotional emails - Folloze allows to send emails considered to be  promotional and checked against unsubscribe (typically marketing emails) and non promotional  emails (typically sales emails). Each board can be defined as promotional or non promotional,  depending on what board is used to.    In the configuration of Eloqua email provided in Folloze, there is a way to configure one template for  promotional and one for non promotional. For simple use case, both fields can be configured for the  same email template    Prerequisites​:

1. This configuration is based on that Folloze has been previously connected to Eloqua   2. Folloze allows salespeople to be senders of the emails. These salespeople need to have an

eloqua user  3. Email recipients need to either exist in Eloqua or configure the Eloqua integration to allow

Folloze to ​create new contacts (see basic connectivity).

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mailto:test1@testcompany.com

Configuration steps​:    In Eloqua

1. Create Contact field that will hold the email subject (follozeemailsubjectline) - keep the asset

id

2. Create a merge field for the contact field created in step 1

3. Create an email group that will be associated with the email template

4. Create an email template with cloud content taken from the folloze app - keep the asset id

5. Set the email group inside the template

6. Set the merge field (defined in step 2) as the subject line

7. Make sure that there are no global restrictions on sending emails

In Folloze

1. Navigate to the Company Admin

2. Select Email tab, Email configuration tab and then ‘Restrict Eloqua’

3. Fill ‘Email Template ID’ - that you create in Eloqua step 4. This email template is used for

promotional emails.

4. Fill ‘Subject Line Contact Field ID’ - the created in Eloqua step 1

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5. Fill ‘Non Promotional Email Template ID’ - this templates will be used for non promotional

emails. For simple use cases, you can configure here the same template used in step 3

(‘Email Template ID’).

6. Save this configuration

Test Eloqua as an email provider

1. Login to Folloze

2. From the top right menu (press on your avatar), open My settings and email.

3. Validate that the email provider is Eloqua

4. Send an email campaign via Folloze.

5. Validate that emails are delivered via Eloqua.

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