Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

Webex App

 

This article will describe the individual pieces of the WebEx App, how to install it and it will outline a sample program. This document assumes the reader knows how to use Eloqua Program Builder, Eloqua Emails and Eloqua forms.

In order to use the WebEx App, you will need to have a valid WebEx account with API access. You will also need to register at cloudconnectors.eloqua.com

What is the difference between cloundconnectors.eloqua.com and Appcloud.eloqua.com

 

 

WebEx App Components

The WebEx App is made up of the following Connectors:

  • WebEx Register - allows you to register a contact to attend a WebEx event.
  • WebEx Unregister - allows you to unregister a contact for a WebEx event.
  • WebEx Query - allows you to determine whether a contact actually attended a WebEx event.
  • WebEx All Viewers - allows you to pull into an Eloqua group all the people who attended a WebEx event.

The first 3 are Cloud Connectors, which are used in Program Builder. The last is a Cloud Feeder, which automatically pulls records into a group in Eloqua

ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

 

How to Install an App

 

To install the Webex App, visit this page:
http://appcloud.eloqua.com/apps/webex-connectors

Click on the green “Get App” button in the top right corner:

install app.png

 

Installing Connectors:
A new screen will open. Click on the “Add Connector”:

add connector.png

 

IF you are not logged into Eloqua, you will be prompted to login. It’s recommended that you click the “remember me” button. After logging in, you will see a screen similar to this:

cloud connector management.png

 

The bottom portion of the screen shows any connectors that are currently installed. The top portion is where the connector is actually installed. Click the “Add” button:

add.png

 

If you receive an error similar to this, it means the Connector had been installed previously:

all ready exists.png

 

If you receive a confirmation similar to this, the App connector has successfully been installed:

successfully installed.png

Repeat this for any other Connector you would like to install

 

Installing a Cloud Feeder

Cloud Feeders have a different installation then Cloud Connectors.

NOTE - Before the Cloud Feeder can be installed, the event needs to be configured within WebEx.  You will need to input the following information into the Cloud Feeder:

  • WebEx User Name
  • WebEx Password
  • WebEx Session Type
  • WebEx Session ID
  • WebEx Organization Name

 

Create a user in your Eloqua install. This user is the one used to push data in through the feeder. It doesn’t need to be dedicated to one feeder, but it should be a user dedicated to API access. For more information about setting up a user, please search the knowledge base of the article titled "Eloqua-Setup"

 

Ensure the user is added to the “API Users” security group to ensure it has API access. As well, remember the username and password for the user, because you will need it for the next step.

 

Create a contact group in Eloqua to store the Contacts. For more information about creating a contact group, please search the knowledge base for an article named "Database Management".

 

If you would like to store the Start Time and the Minutes Attended, create those fields in Eloqua now. For more information about creating a contact fields, please search the knowledge base for an article named "Database Management".

 

To install the WebEx feeder, go to the following URL: https://cloudconnectors.eloqua.com/StepTypeOverview.aspx?StepType=WebExAllViewersQuery

Click on the “New Step” button.  You will be brought to a screen like this:

cloud login.png

Fill it out with the user credentials you created in the previous step.

You will be brought to the following screen:

config.png

 

Input the information collected from WebEx earlier.

Select the contact group created earlier.

Once everything is configured, you will need to enable the feeder. In order to do that, click on the “Credentials” tab within and select “Enable Step”:

login.png

 

Using the Connectors in Program Builder

 

Each connector executes as an action in a step in Program Builder. Once a contact hits that step, the Connector grabs that contact, and processes it based on the logic defined in the Connector. When it’s done, the Connector changes the status of the contact in the program, and the contact continues on its way.

 

 

To use the Connector in Program Builder, do the following:

Create a step in the program where you want the step to execute

Set the action of the step to: “Cloud Connector”

You will be provided with a list of Cloud Connectors that have been created. Select the correct one from the list:

list.png

Click on the “Configure Button”. This will bring up a configuration window from Cloudconnectors.eloqua.com (you may need to login to Cloudconnectors.eloqua.com):

config.png

Once you are logged in, you will need to input the credentials of the user that was created earlier:

cloud login.png

On the configuration and field mapping screen, you will have slightly different options for each CloudConnector.

 

They are as follows:

Configuration

 

Register Attendee

Unregister Attendee

Query Attendee

Description

Description

Y

Y

Y

 

WebEx User Name

Y

Y

Y

From WebEx

WebEx Password

Y

Y

Y

From WebEx

WebEx Session Type

Y

Y

Y

From WebEx

WebEx Session ID

Y

Y

Y

From WebEx

WebEx Organization Name

Y

Y

Y

From WebEx

Source of WebEx ID

Y

Y

Y

Is it the same ID for each contact, or is it dynamic based on an ID in a contact field

Send Email invitations

Y

 

 

Do you want WebEx to send the invitation, or do you want it sent from Eloqua?

Store Join Meeting URL in

Y

 

 

If you are sending confirmation from Eloqua, you can store the URL for the webinar on a contact field

Store Event Attendance Data in

 

 

Y

Do you want to store data on the Contact or in a custom object? If you run many events, you want to store in a Custom Object

 

 

Fields:

 

Register Attendee

Unregister Attendee

Query Attendee

Email Address

Y

Y

Y

First Name

Y

 

 

Last Name

Y

 

 

Title

Y

 

 

Company

Y

 

 

Address 1

Y

 

 

Address 2

Y

 

 

City

Y

 

 

State

Y

 

 

Zip/Posta

Y

 

 

Country

Y

 

 

Phone

Y

 

 

Join Meeting URL

Y

 

 

Minutes Attended

 

 

Y

Start Time

 

 

Y

 

 

 

 

 

Once everything is configured, you will need to enable the connector. In order to do that, click on the “Credentials” tab within and select “Enable Step”:

 

The Program     

Defining every step of how to configure the program is outside the scope of this article. Here is a sample program that can be used as a guide to creating your program:

program.png

 

NOTES:

The webex "Query Attendance" step can only return data for events that have occurred in the last 90 days.