This article will go through the installation of the Name Analyzer cloud connector and provides a sample use case. Name Analyzer takes the names and email addresses of your contacts, analyzes for garbage ('asdf', 'email@example.com' or 'mickey mouse') and determines if they are male or female.
You will also need to register at cloudconnectors.eloqua.com
How to Install
Go to the following URL to install the connector to your instance of Eloqua.
Click on the green “Get App” button in the top right corner:
A new screen will open. Click on the “Add Connector”:
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:
You can close this window now. The connector has been successfully installed on your instance of Eloqua.
Setting up the Connector in Eloqua
I would recommend either adding this cloud connector to your data standardization program OR as a separate program where you can run contacts through arbitrarily when you need to clean up data. Here is a simple 3 step program. This ideally would have a feeder that will pull new contacts through daily to mark them as valid or invalid contacts.
Each connector executes as an action in a step in Program Builder. If you look at step 200 in the example above, you will notice a cloud icon. This indicates that its a cloud connector step. Once a contact hits that step, teh Connector grabs that contact, and processes it based on the logic defined in the connector. When its done, the Connector changes the status of the contact in the program, and the contact continues to the next step.
To use the Connector in Program Builder:
- Create a step in the program where you want the step to execute (e.g. step 200)
- 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. It should say 'Name Analyzer' by default.
- Click the Configure button. This should open up a new window and call out to the cloud connector configurations.
Now you are within the cloud configuration. The first tab that would have opened up is the Configuration tab. This is where you can set the text values that is stored to the contact field after its done analyzing the name and/or email address. e.g. If the name is Male, insert text 'Male' into a field.
Once you have picked the text you would like to store, you will need to map the fields for analysis and the fields where you are going to store the results. This is found under the 'Field Mappings' tab. The select list by each mapping is a list of your available contact fields. All you need to do is map the corresponding fields. e.g. First Name Contact Field - Mapped to - First Name
You're now ready to go. The validity analyzer looks at the following to figure out whether a person's contact information is valid:
- First Name: to understand if the name is known to exist (by cross-referencing against a database of known names)
- Full Name: looking for known bad names ("mickey mouse" or "donald duck" where the first name may be valid itself ("mickey" or "donald")
- Email Domain: looking for @test.com or @1.com
- Email Name: looking for aaa@ or 111@ as invalid email names
- Phone Number: looking for numbers that are too short, all the same number (11111, 22222), or known to be bad (555-1212)
As a next step I would enable to program/step and run a set of contacts through to make sure everything is working as expected. Happy Cleaning!!