Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please review the App Replacement Cheatsheet for instructions

 

SurveyGizmo Cloud App

 

This article will describe the individual pieces of the SurveyGizmo Cloud App, and how to use them within your instance of Eloqua.

 

In order to use the SurveyGizmo Cloud App, you will need an existing account on SurveyGizmo, with surveys already created.  You must also be registered at cloudconnectors.eloqua.com.  When creating your account on cloudconnectors.eloqua.com, make sure the user whose Eloqua credentials you provide is added to the “API Users” security group to ensure it has API access.  Your Eloqua administrator will have to do this for you.

 

What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

 

SurveyGizmo Cloud App Components

 

The SurveyGizmo Cloud App consists of the following:

 

  • SurveyGizmo Embed - this Cloud Component allows you to embed a SurveyGizmo survey or poll into an E10 landing page.

 

  • SurveyGizmo Feeder - allows you to pull into an Eloqua group, all the people who have filled out a specified survey, along with a select number of responses to questions (currently, you can track up to 10 questions).

 

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

 

Installing and Configuring the Cloud App

 

SurveyGizmo Embed

 

The SurveyGizmo Embed component is already available for use in E10, but may need to be enabled.  See here for more information.

 

        A Cloud Component is inserted into a landing page via drag and drop within the landing page editor.

 

        First, from the editor toolbar, select the "Cloud Components" button.  A select box containing all of the available Cloud Components will then display.

SurveyGizmoEmbed1.png                             

Now, drag and drop the SurveyGizmo Embed component onto a landing page:

 

SurveyGizmoEmbed2.png

 

Next, save the page, then double-click the icon for the component that you just dropped onto the page.  The following screen will appear:

CC_Login.png

Enter your cloudconnectors.eloqua.com credentials and click Log in.  The configuration screen for SurveyGizmo Embed will then be displayed:

 

SurveyGizmoEmbedConfig1.png

On the configuration page, do the following:

    • Enter the Admin Email Address (your email address).
    • Enter your SurveyGizmo Username and Password.
    • Click “Save Settings”, and a list of your SurveyGizmo surveys will show in the Survey Name drop-down list.
    • Select a survey and then press Save Settings. 
    • If your credentials are accepted, a list of embed codes will display in the Embed Code drop-down (see note below).
    • Select an Embed Code
    • Select a size for your survey and click “Save Settings”. You can now close the configuration page.

 

Note: In order to see an embed code in the list, you will first need to create one in SurveyGizmo.  To do this...

      1. Log into your SurveyGizmo account, select a survey, and click on Publishing
      2. Click on IFrame Embed.

SurveyGizmoSurveySettings1.png

A screen will appear where you can name your embed and press Save.

SurveyGizmoSurveySettings2.png

 

Now, render the landing page, and you will see your Survey embedded on the page where you placed it.

 

SurveyGizmo Feeder

 

  • The SurveyGizmo Feeder does not require installation, as it is a standalone application that runs outside of Eloqua, and connects to your instance.
    • Make sure that the Eloqua user account that is being used for the feeder had Eloqua API access. 
    • Create a Contact Group in Eloqua (called a Contact List in E10), to store the Contacts created/updated by the feeder. For more information about creating a contact group, please search the knowledge base for an article named "Database Management".
    • Create a DataCardSet in Eloqua, to store the Event information returned by the feeder. For more information about creating a DataCard Sets, please search the knowledge base for an article named "Database Management".

 

     To access and configure the feeder, first visit cloudconnectors.eloqua.com and log in.

 

     Once logged in, select Products...Feeder, and choose "SurveyGizmo Feeder”.

 

Click New Step on the screen that appears:

SurveyGizmoFeeder1.png

 

The configuration screen will then appear:

SurveyGizmoFeeder2.png

Enter your Eloqua Client Name, Query Frequency (how often the feeder should run), Eloqua User Name (make sure the user has API permissions), Password, and Admin Email Address. Click Go.

 

The Setup screen will then be displayed.

Feederpage1.png

On the Configuration tab, do the following: 

    • Enter a description for the feeder (optional) and choose your.
    • Enter the Admin Email Address (your email address).
    • Enter your SurveyGizmo Username and Password.
    • Click “Save Settings”, and a list of your SurveyGizmo surveys will show in the Survey Name drop-down list.
    • Select a survey and then press Save Settings.
    • If your credentials are accepted, a list survey questions will be populated in each of the Question drop-down lists.
    • Choose the survey question that holds the Email Address (required) , First Name (optional) and Last Name (optional).
      • Note: In order for the feeder to create contacts, you MUST have a question on your survey that asks for the survey taker's email address.
    • Choose the survey questions (a maximum of 10) that you wish to track answers to.
    • Choose the existing Contact Group (E9) or Contact List (E10), in which to place the newly created contacts.
    • Choose the existing Custom Data Object in which to store the returned survey data.
    • Click on Save Settings, and then click on the Field Mappings Tab.

 

Mappings1.png

On the Mappings tab, choose which Eloqua Contact and Custom Data Object fields to map to corresponding data from the SurveyGizmo system into when the feeder runs. 

    • For the Custom Data Object, the field list selections will be populated based on the existing Custom Data Object chosen on the Configuration tab.
    • Note: for Display Name Fields (Custom Data Object) field, the field you choose MUST be set as Unique in Eloqua in order for the feeder to function properly.

 

 

On the Test tab you can test the feeder. You can choose between a “Dry Run” (no data will be changed in Eloqua) and a “Full Run” (The data will write to Eloqua – this is effectively a manual run of the feeder).

TestTab.png

The History tab shows a history of previous feeder runs.

HistTab.png

 

Once all is configured, all that is left to do is switch back to the Credentials tab and Run the feeder:

CredsTab.png

 

Now that the SurveyGizmo feeder is configured and enabled, leads will begin to flow into Eloqua based on your Surveys.