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

 

Lead Assignment Cloud App

 

Please note, this app is currently in BETA, so it may be buggy!

 

This article will describe the Lead Assignmenthttp://www.surveygizmo.com/Cloud App, and how to use it within your instance of Eloqua.

 

In order to use the Lead Assignment Cloud App, you must 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?

 

Lead Assignment Cloud App Components

 

The Lead Assignment Cloud App consists of the following:

 

  • Lead Assignment Cloud Connector - The Lead Assignment Cloud Connector allows an Eloqua user to configure a set of rules that map to a salesperson.  When set up as a Cloud Connector step in Program Builder, it will take a set of contacts, run them through the rules, and write the appropriate salesperson’s name into the Salesperson field on the contact record.

 

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

 

Installing and Configuring the Cloud App


To install the Lead Assignment Cloud Connector in Eloqua:

 

    • Have your Eloqua administrator go into the Cloud Connector Management area in your instance.


https://lh5.googleusercontent.com/wSV2eCtkyBkhDP5Y_c67zCED4lSUEwQoNupdldZQ1m1tQ-A3EiU08U0co_mAFha3rTThBaVT6bG7LS1mPL6g8A8SvQvPhv3VNb84kGivs5GK0iUolDI

 

 

 

 

 

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

 

 

https://lh5.googleusercontent.com/OYRVQGqH8qzl9obXkElxfUiONR5mShxa3N_XBJrQ2q8cVe2FwVxNNOIgt1taSv_zDWegc-ffbwj2rDxgTIN2rB4pAXifPzHEr6yNiq--MtJAGwfrcq0

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


https://lh3.googleusercontent.com/91isBv8m-7JNbArJn5duiZ93XEKPjPCKcLr1Jfz3gHijNKLRoYgaj6a3_pvdZ5Uqux-nqkE10McTK5RNcmhzchulZg-x95jezEo_Blu7TkzT58LBh_s


To configure the Lead Assignment Cloud Connector:

 

    • Make sure that you have an account on cloudconnectors.eloqua.com.
    • Create a program in Program Builder, with a Cloud Connector step.

 

https://lh4.googleusercontent.com/RyDWAPbP67y3s4Iftb-2ah12Q3OEaCZPrAQFAxbsfkI9RqAfxG1gVE-q1AIa8-3Ar-hqDOwoacWGY1KjefTwf_NO8WKD2Z8AB6CIweRuOxic-ed57ik

 

 

    • Click on the cloud icon to configure the step.
    • On the Edit Action screen, choose Contact Sales Lead Assignment, and click Configure.

https://lh4.googleusercontent.com/ii4tJQanUNf2gqL38aJAVYC7ww9ovXaRGfCzGFuT_CPMdOrNmviAeAp_DKX-URheseH4D-uiheNxiIqRSvL-NIJGEuNj6hGossadCSYBOoaXUsdwddA

 

When the Login screen appears, enter your cloudconnectors.eloqua.com credentials and click Log In.

 

https://lh5.googleusercontent.com/G9G2q8fG0DcjuMgX8KfyGMvLpHFQYEi2YVz2tsbbCboTncd-g6AqqfbZy-hNvusJilDYIdtv_A9twK_wfR_CaUx7oh-jAdVa-LOMYtEntjCmR-OQF7k

 

On the next screen, make sure your information is correct, and click Go.

 

https://lh5.googleusercontent.com/whsnAYISCc_ek10v6IgP4zKUYP2BzKvgrZed2r-b8ZW6sIXs58VcwGBYdP9L9g6rUwMAVJehLjNyMk88OLJPD-YFN3y7GlwywcU1eys3tUasj3O-iHs

 

                    The Configuration tab will then display.

 

https://lh3.googleusercontent.com/KriugyBMO446y-N4QHKWZPrTbAhZ588FQnEPt_WQrFnqINEXlKQcMjJvBoP6l07lIjqldaAx49_Rpl7-6xebiRdjI4Zpqu9bpAscPRu-lQBf4rrC8Fc

Do the following:

    • Enter a Description (optional)
    • Click on Build Rules

 

 

          The Rules Builder screen will then appear.

https://lh4.googleusercontent.com/M2sRh_SNqm_bVmL9HTmgSk5QJFaOIe83P3PQbAD5fwyDYRUk8IKQVi9F766BUnmTXPyylmRpihMx7aVLh8OUtN7PP-DQ_XMQxaKlqF2OLuwRRJ4YCMY

          Do the following:

        • Enter a salesperson’s name into the Salesperson field (this will be the value that writes to the Eloqua contact record if this set of rules are met.
        • Configure the rule by selecting the Contact Field, Operator, Value, and Logic.
        • The Contact Field is the field that you want to compare a value from.
        • The Operator is the type of comparison that you want to perform (Equals, Contains, Starts With, Greater Than, or Less Than).
        • The Value is the value that you would like to compare the Contact Field to.
        • Logic is either AND or OR.
        • Click Save to save your rules.

 

https://lh3.googleusercontent.com/ZJoZpRHhKWrxfMdI-jySE4i6pX-RC-HDJBU3rwbIR2PJJR2YrLDfKS1LAEwmU2B6Vab6u3DOGUYB5hO5EEK8tfHlSw2-v90AukhR8Rd8L53RmGv97QA

If you wish to create another rule, click the Add Rule button.  This will add a new rule to the Salesperson.

    • To delete a rule, simply click the Delete button for the appropriate rule.  Press Save.
    • If you would like to create a new Salesperson, click the Add Salesperson button.
    • Enter the new Salesperson name and press Save.

 

https://lh6.googleusercontent.com/vh_ILzWPOkOMKvFTK4B7xV8C14qZcdiZ9KxUzQ4YXJc2X1yY59uNUI1rViSly6ztUlH0kj62yxu-Ge4hbShueLKhXRp8KS_lLsaXLnqXEwF1IF2pZXE

 

If you would like to delete a Salesperson, click the Remove button next to the Salesperson.

https://lh3.googleusercontent.com/mnd7mt05u4Q62fA5s4VxuATZLXuo0buqYncLYZPuNtzALenkXCfS46SVgSmxukd2q95MfCATV6AYpZ_e3pYYuA8JUlq7OG47uyfa86dLbTx1stO1pZE

The Salesperson will then be removed.

https://lh6.googleusercontent.com/r7Yn4p-9SHITrIGVNGrRNMeXEIvMCos5TKFoMyFNsBxZVVRAaKVYJ5lhRTccjN4Wj6C_Si0dPv1Azyo_tN7dkf5Nlr0C53JDFhIElf0HCI_VIkvTLWA

 

When you have finished setting up your rules, click Save and then close the window.

 

Next, click on the Field Mappings tab.

 

https://lh5.googleusercontent.com/qo0yeT_IK9RBuq1F86oZRhHsyx0HXFID0vMtZmExlJoHEvDjXLzOO90Q7tx5WNc3fBAiu2ztYD3lzU_pxqJ1X3EcoW5y3_-4DGgl3PGY9sMR62Ayxzo

 

On the Field Mappings screen, choose the Eloqua contact field for Email Address, and Salesperson.  It is recommended that you select Salesperson from the list, but if you so choose, you can select a different contact field to hold the returned Salesperson name.

      • Save your settings and close the screen.  And click on the Credentials Tab.
      • On the Credentials tab, enable the Cloud Connector by clicking the Enable button.
      • Close the configuration screen.

 

Congratulations, your Lead Assignment Cloud Connector is now configured.  Turn on your Program and Contacts should start having a Salesperson assigned as they flow through.