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Eloqua offers Social Sign On with Twitter, Facebook and Linkedin.


The following fields are returned from those sites:


LinkedIn IDNameTwitter Handle
First NameEmailName
Last NameLocationScreen Name
Location NameBirthdayProfile Image URl
Number of RecommendersFollowers Count
Number of ConnectionsFollowing Counbt
Picture URLLanguage
IntestestsTime Zone
HonorsTweet Count
Date of Birth
Company Type
Company Industry
Current Position Title
Current Position Start Date
Current Position Summary


As well, each provider allows you to add custom fields.

You may have seen the initial blog post on this topic some time ago - Announcing AutomatedMarketing -- Eloqua's home on - and today I have revamped the 'sidebar' for /r/AutomatedMarketing and added a quick link content library!


This means /r/AutomatedMarketing is not only your place for current news about Eloqua, marketing automation, and online best-practices, but it now also includes an index of hot topics i.e. a fast growing content library organized around popular search terms.


Need to find a large number of resources on a tricky topic? Click one of the links below to rapidly find all Eloqua-produced and Eloqua-related items on your topic of choice. It's great!

Q: I can find web pages anywhere, what's the advantage?

A: /r/AutomatedMarketing is a curated roundup of links created by Eloquans and pages read by Eloquans. It includes not only content and material but instances where Eloqua's subject matter experts are talking about these vital issues all over the internet. Have a peek at the Joe Chernov, Joe Payne, or Dennis Dayman links below to quickly find their thoughts published all around the web.


Personally, I make use of /r/AutomatedMarketing as an index of online resources and find myself referencing it over and over again in my work activities to quickly call up the necessary information to assist clients and colleagues. I would invite you to try the same. Happy clicking!



Missed a topic? Let me know and I'll be sure to add it to the list!


AutomatedMarketing is approaching 100 subscribers, I'd love to see you help break the century mark. Also, Reddit allows sub-reddits to implement custom CSS styling to make each sub-reddit unique (example:


Are you proficient at CSS? Want to pitch-in and help /r/AutomatedMarketing? Then please compose a standards-compliant CSS file to make AutomatedMarketing look snazzy and PM EloquaEmployee with a link to the source. I'll test it, and if approved, I'll see that your efforts are rewarded with an Eloqua-related prize!

I often am asked by marketing teams how to best train their sales teams on the use of Eloqua’s sales enablement tools.  It’s no surprise that salespeople sometimes balk at having to learn yet another piece of technology.  Since Eloqua’s tools are pretty easy to use, oftentimes it’s just a matter of finding creative ways in which to drive adoption amongst sales users, some of whom are reluctant to even use a CRM system.


Sales teams are more apt to adopt new technology if you can quickly show them what’s in it for them.  We’ve put together a slide deck (attached to this post) that marketing teams can use to quickly show sales teams how they can use Eloqua to:


  • Quickly understand the interests and online activity (or digital body language) of prospects and customers
  • Know which prospects are hot, or sales-ready, based on their online behavior
  • Help sales answer critical questions before calling a prospect:
    • Who should I call?
    • What are they interested in?
    • What do I say to them?
  • Send timely, relevant emails (already written by marketing for sales) to prospects they are actively targeting


Our e-learning module is a great recorded demo that can also be used as a training tool.  Some of the teams I work with have monthly meetings with sales, and will show this video as a refresher for existing sales users and as a training tool for new sales users.  This e-learning is available through Eloqua University.


Other teams use contests as a way to incent their sales team to start using the tools available to them (think iTunes gift cards or other spiffs).  Some teams pick a few star players in sales to “pilot” the sales tools, then share their success stories with the broader team prior to roll out.  Marketing newsletters to sales are another great way to share success stories that others have had as a result of the insight they’re gaining from the tools.


Just remember that training sales is an ongoing endeavor.  You’ll want to make sure that new reps are trained, and older reps are kept apprised of the latest and greatest functionality.


Once your teams start using the tools, use Eloqua reports to monitor usage.  And get input from sales - surveying them on occasion for feedback on the value of the tools will really help to keep communications between marketing and sales strong.


Of course, nothing says “this will benefit you” to a salesperson like a closed deal.  Make sure to track how deals have progressed and closed as a result of sales being able to act quickly and efficiently based on the insight they receive into a prospect’s digital body language and behavior.


Recommended Resources


Here are a few of my favorite resources around this topic:


E-learning Module for Sales Enablement Tools.  This video, available through Eloqua University, provides a quick and easy how-to for using Eloqua’s sales tools.  This is great to show at training sessions or lunch & learns for your sales team.

Customer Blog. Here’s a blog post from one of our customers, ArcSight, on how they use Eloqua’s sales tools to provide better insight to sales and make them more efficient.

Customer Success Story #1.  Cross Telecom/Arrow uses training and executive buy-in to drive adoption with their sales team.  Note:  you must be a member of the Eloqua Insiders Group to view this document.

Customer Success Story #2.  BMC Software started by enabling their inside sales team, then moved on to their field sales team after they had proven success.

Sales Enablement Power Hour #1.  Eloqua’s own mmadian discusses the reasons why sales enablement is so important, and the benefits you’ll see from using the Eloqua sales tools.

Sales Enablement Power Hour #2Kimberly Peters-Oracle and I interview meisenberg on her extraordinary use of Eloqua's sales tools.

Now we’d love to hear from you!  Please share with us the effective, interesting or creative things you’ve used to get your sales team up and running with Eloqua for Sales!

How does Data Priority Work?

  • Data Priority in Eloqua can be shared by multiple Data Sources, ie. Get CRM Contacts and Get Deleted CRM Contacts will have the same data priority.
  • Data Priority determines whether Eloqua will update fields based on the priority of the data source as compared to other data sources.


Data Priority Types

  • CRM Imports, List Uploads
    • CRM data is considered your GOLD standard and is given the highest priority. CRM Contacts are given higher priority than CRM Leads.
    • List uploads that come from events, seminars or third parties are typically of lower quality and have a lower priority.
    • The data priority system will not allow data of a lower level to overwrite data from a higher level on a per-field basis.
    • A field will be updated if it is blank as no priority exists.
  • Forms
    • Data priority is controlled independently in the form update rule.
    • Updating fields from a form is controlled on a field-by-field basis.
  • Manual Edits, Update Rules, API
    • Field values can be modified regardless of the data source.


What is the data priority of a MANUAL contact edit?

If I manually edit a contact record, will that data be overwritten by a CRM auto-synch?

  • If a field value is changed by a form submit, manual edit, update rule or API, then no priority is assigned, and it can be overwritten by any upload, regardless of upload priority.


Where can I see my Data Priority Order?

  • Eloqua Customer Administrators, navigate to Setup -> Integration. Click the Inbound tab.
  • From the Management sub-menu, select Data Priority Order.


What should my Data Priority Order look like?

  • Our recommended best practice is to have your Data Import Priorities set with the CRM priorities higher than those used for list uploads. Your Data Import Priorities should look like this, with other priorities used for list uploads below:

     data import priorities.jpg

How do I change the Data Priority for a Data Source?

  • Eloqua Customer Administrators, navigate to Setup -> Integration. Click the Inbound tab.
  • In the left pane, expand the Contacts folder to view the list of Data Sources.
  • Click on the name of the Data Source in the left pane. The details will open on the right. You can then change the Priority by choosing from the list.

     data source.jpg

What are the recommended Data Priorities for the CRM Integration Data Sources?

Data Source

Data Priority

Get Accounts

Get CRM Accounts

Get Deleted Accounts

Get CRM Accounts

Get Contacts

Get CRM Contacts

Get Deleted Contacts

Get CRM Contacts

Get Leads

Get CRM Leads

Get Deleted Leads

Get CRM Leads

Get Converted Leads

Get CRM Leads

Marketing automation platform offers multiple features and a wide-ranging list of potential benefits to users. But if you’re not using Marketing Automation to the full extent of its capabilities, you’re not maximizing your investment. Getting the most out of investments in advanced technology platforms is a struggle for all companies. There are any numbers of stumbling blocks that may be encountered, such as: lack of staff or high turnover, lack of processes, poor data, and more. But can you really afford to only use part of a high-cost application? There’s more to Marketing Automation than just great e-mail campaign management. In order to maximize your engagement opportunities – and your ROI – you need to maximize your use of everything Marketing Automation has to offer.


Here is the research study by Aberdeen group on the pressures driving the B2B Marketers towards automation:


The need to increase new customer acquisition revenue is the strongest driving force for Marketing Automation.


Moreover according to Sirius Decisions – research and analyst firm, “Only 25% of organizations are fully realizing the potential of their Marketing Automation Platform (MAP)”. This is for a number of reasons, b2b marketers often describe themselves as “self-taught” professionals and there is no B2B marketing school as such which can impart formal training of such type, even the organizations don’t spend much on marketing skill development. Having said that there are certain organizations utilizing their marketing automation to the fullest and are doing really well.  That ultimately leads to a huge gap between the average and the best-in-class organizations. The gap is almost 7 times when we consider the inquiry-to-close ration between the average and the best-in-class organizations. Thus we need to know what the best-in-class organizations are doing, which the rest need to follow, as the rewards are huge. The benefits of doing it right are enormous, for best in class organizations the average performance in terms of revenue was 59%. If you look at the industry average, the average performance increase was just 9%.

To build a fully optimized and automated marketing machine that drives revenue you need a roadmap, you need to know where you are today and how to bridge the gap between the present scenario and where you want to be.


Marketing Automation creates gaps, which can be broadly categorized as (given in the Figure below):



And the most important factor for you to be successful is that you need to look at Marketing Automation as beyond a tool and its functionality. It must be viewed as a process that helps generate new business opportunities, manage business inquiries, improve potential buyers’ propensity to purchase, and increase alignment between marketing activity and sales results. And it must be supported by the proper skills, processes, organizational readiness and alignment.


Key Steps in Creating the Roadmap to Success:


  • Knowing  the current state

In the context of demand generation and marketing automation this means understanding your customers:

  • Understanding who they are?
  • How do they buy today?
  • How they choose between you and your competitor?
  • How are sales leads generated?
  • Is your sales team driving those leads?
  • Are these leads coming through partner channels and is marketing supporting them?
  • What does a good lead look like to sales?
  • How is marketing supporting them?
  • What is the qualification process of a lead?
  • And finally what happens to dormant/inactive leads


  • Determining the Final State

  Once you know where you are, you need to determine where you want to be in future by designing an achievable and measureable future state. This means figuring out what processes you need to put in place, what matrices you need to have and what market automation platform you need to implement. 

  • Mapping up all steps and milestones with measureable progress.


Typical Roadmap to Success:


A timeline or an implementation roadmap exemplifying how this happens can be categorized in the following phases:


  1. Initial Planning and Installation: This phase includes the bulk of work typically spanning around 60 to 90 days. It involves all the analysis work, creating the demand-gen framework, implementing the tools and also some campaign planning.
  2. Launch Campaign: This phase involves launching of the campaigns, setting up the visibility for sales, starting with implementing the basics of closed loop reporting in terms of measuring the impact of your activities over the sales pipeline.
  3. Evaluate and Optimize: This involves evaluating sales impact and adoption, lead scoring review and adjustment, process adjustments and adding newer campaigns.


Key Components of the Framework:


  • Who is your customer:  This is about defining your ideal customer profile. A Lead Forward Revenue back analysis will not only provide insights into a lead management process but will also tell you who your ideal customers are based on the criteria’s like type of buyer, role/function, industry, motivations and pain points.
  • Understand the Buying Process: By identifying who your customers are and how they buy, you can segment and map out the way you need to engage with them. Thus it is important to know the entire buying process and where your customers are in the buying process and thus engage with them accordingly.
  • Develop a content strategy: This is very essential in terms of customer engagement. You need to determine who owns the content and how the content is organized. You need to look at content in context of the buying process and develop it with a purpose of assembling and categorizing it by objective.
  • Lead Management Architecture:  Create an automated lead management system that nurtures and moves prospects through the buying cycle to close and continue to communicate relevant, personalized and timely content to the customers.
  • Where does Marketing Automation (MA) fit:  You need to consider all your offline and online channels and make sure that your website is the main repository for all information and bundled with web analytics pushing all the information into the MA engine and finally route it to your nurturing campaigns, lead scoring system and CRM.
  • Integrate the tools: Integrate platforms for a common view of the customer across channels; right information should flow across your CMS, CRM and MA platforms.
  • Campaign Planning:  This involves mapping your messages. Having defined the content strategy and buying cycle, you need to look at your different buying groups and provide the right message at the right time.
  • Create a Calendar of Activities: You need to consistently drive volume and velocity of your activities; it is critical as multiple interactions result in better scoring and helps identifying highly engaged prospects.
  • Tracking and Reporting : Add Lead Scoring and identify/route prospects by their level of engagement, close the loop by bringing in opportunity and revenue information.
  • Empower your sales team: This is the most important part which involves giving visibility to sales in terms of lead acquisition, activity of prospects so that they can engage with the prospects better.

The maximum value out of marketing automation can be achieved by realizing the key steps discussed above, and thereby setting up successful revenue engine.

In a recent Webinar we have discussed this subject in more detail.


Click on the link below to watch the on-demand webinar now:

This afternoon, we have noticed a malware infection attack being sent to some of our employees. This has also been sent to employees at other ESPs. Hackers are sending these fake emails in hopes of ensuring those employees will click on the links thus infecting their machines with malware. The malware in question is the same stuff used in the attacks against ESPs and their clients these past 18 months. The malware allows the hackers to steal login credentials whether banking or ESP application based. While our employees have already been notified and no infections have taken place at Eloqua, we would like to ensure that you are all aware of this issue in case it is also being sent to your own networks.

Below is a portion of what the email looks like.


If you have received one of these emails, do not click on the links and immediately delete it. If you have clicked one of the links, contact your IT team immediately to have your machine scanned and cleaned. Also, if you have clicked the links please ensure that you do not log into any accounts, work or personal until your machine has been cleaned.




Sometimes when working in the Eloqua application, you will need need to know the Database ID of a Shared Contact List that you wish to work with. This may be for a form processing step, or perhaps your developer is requesting the ID so he can work with the group over the API. Unfortunately, within the application itself, the ID of these shared lists are not easily exposed. The below guide will show you the fastest way to get the ID without the use of any external tools (Such as HTTP traffic sniffer, which can also provide the ID's if you know how to read the reports).


1) You will need to create a program within the Program Builder area:




2) Once in the Program Builder area, click on the Program Builder button in the top bar, and select Create New Program:




3) Give your program a name, and then click "Save" in the bottom right. Once the program is saved, click the newly available Edit Program Flow button:




4) Click the button on the program canvas to begin adding the first step:




5) You will need to provide a name for the step, and a default member type (ensure you choose Contacts so you are able to access the correct program steps). Click Save and Continue once finished with this screen:




6) Choose the step action "Add Contacts to a Contact Group" (Contact Groups and Shared Lists are the same entity within Eloqua, with different names being used depending on which area of the application you are in), and then click in the empty Contact Group box to start your search:




7) Use the search box to find your Shared List/Contact Group, and then click on it in the results area to select it. Once it has been selected, click on the "Selected" area to open the details for this group (The background of the Selected Contact Group area will turn blue when you hover over it, indicating it can be clicked):




8) the Contacts in Contact Group report will load, and from the Address Bar in this window you will be able to find the ID of your List. In this example, my ID is 57:





And thats it! You know have the Database ID for your Shared List, and can use this in your forms or over the API to access this particular shared list. It may be a good idea to leave the program in your database, as if you need to get additional ID's at some point in the future you can just reuse this program, and simply change the contact group that is selected. That way, you would only need to repeat steps 7 and 8 to get additional ID's, rather than having to repeat the entire process.

Tracing Forwards

If you have a contact that filled out a form but was not on the DL of the email batch… how do you determine who forwarded that new contact the email?  Eloqua email reports have a metric called “Possible Forwards” but this does not give you who those are.  So here’s a simple trick to capture the original forwarder.

What you’ll need:

  1. An email
  2. A form with pre-population on a landing page linked from the email


What you need to do: 

  1. On the form, insert a hidden field – this is in addition to whatever other fields you have
  2. Pre-populate that hidden field with the email address.
    5-4-2012 7-31-43 AM.jpg
  3. (Optional) – Add a processing step to write the value captured in the Hidden Field onto the contact record… This will require a new contact field.


Here’s what will happen: 

  1. You send your email the usual way.
  2. Someone opens it, clicks through to the landing page, and fills out the form.
  3. You will see in the Form Submission Data that the value in the field Email Address is the email of the person who submitted the form. On the Hidden Field (which is not accessible to anyone), you will see the email address that the email was sent to.
  4. If someone forwards the email to someone else, say Joe forwards it to Paul who is not a contact in your system, and Paul fills it out – you’ll see on the submission data on the Hidden Field for Paul’s submission the email address of Joe.  This way, you know that Joe forwarded it to Paul.
    5-4-2012 7-56-52 AM.jpg

How this happened: 

  1. When an email is sent, the links in the email are merged in with a recipient ID.
  2. That recipient ID in the link does not change when Joe forwards the email to Paul.
  3. When Paul clicks on the link, the form on the landing page will be pre-populated with Joe’s information because of Joe’s recipient ID on the link.
  4. So Paul fills out the field he can see on the landing page and submits the form.
  5. However, Paul is unable to change the value in the Hidden Field because he doesn’t even know it’s there.



MikeGarcia’s Chocolate Factory … probably not the best practices – but good enough!


This past Monday I joined Government 2.0 wunderkind Chris Dorobek as a guest on his online radio program published by Govloop.


Entitled How to Get Intimate at an Industry Conference and running just over 9 minutes in length, I explore sales and marketing best practices at trade shows and events, and how to effectively integrate this traditional communications activity with social media.


I have since received a handful of complimentary “attaboy” Emails.  It typically happens when I score a nice bit of coverage.  However, my Outlook inbox this morning included a message from a fellow Govloop member who was critical of a comment I made during the interview.

In a business-to-business and business-to-government sales environment, it’s always important to remember that not everyone is equal.  You have to pay more attention to people who have decision-making and budget authority.

This person explained everyone needs to be viewed on a common plateau out of professional respect and courtesy.  Plus, tomorrow’s executive leaders and budget holders may hold a grudge if they perceive I have disregarded them because of their current junior status.


These are certainly credible points and in no way did I intend to imply in my interview that I knowingly mistreat anyone I come across in a business environment.  I remain true though to my contention that inequality is an absolute must in any client service, sales and marketing environment.


Let me share a specific example.


Last month, Paul Sherman of Potomac Techwire and Paul Duning from the Capitol Communicator were kind enough to include me on the business-to-government marketing panel discussion at the Mid-Atlantic Marketing Summit.  The room filled up quickly and included corporate marketers, PR/marketing agency reps and media representatives.  They were all relevant and meaningful to my business.


Yet, sitting in one of the first couple of rows was a client, Helena Brito  from Mandiant (an Eloqua customer).  She was the most important person in the room for me and it was critical that I communicate this in an appropriate way.


1.  I cited Mandiant’s well read and respected blog M-unition during my remarks about social media best practices.

2.  I made reference to AMC’s television show “The Walking Dead” when responding to a question.  Both Helena and I are fans.

3.  And finally, I made it a priority to spend a few minutes with Helena at the conclusion of the panel discussion, even though there were other attendees waiting to speak with me after the presentation.



Marc Hausman is president and CEO of Strategic Communications Group, a social media marketing consultancy based in Silver Spring, MD.  Read more at:

I'm not sure if anyone else experiences this problem, but I tend to see it all of the time when I map new fields between Eloqua & Salesforce. The field that is mapped come through in Salesforce with HTML code surrounding it. In my example here, I integrated a task and the type field comes through as <SPAN name=externalFieldsRow id=external. If you experience this problem, follow these simple steps to correct it.


task type with html.jpg


1. Go to the Field Mapping in the Integration area for the field you need to fix.

2. Delete everything in the Field Expression area for that field.


Step 2.jpg

3. Save the mapping.

4. Right-click in the Field Expression area for the field and choose Select All. Then choose Delete.

step 4.jpg

5. Save the mapping.

6. Now go back in and re-map or re-enter the Field Expression for the field and save the mapping.

7. Test the task and ensure that the HTML code has been removed. You may have to repeat steps 1-6 again if it still shows up.


I hope this helps anyone who is also struggling with this problem.

So, you're trying to use an Eloqua Cloud App, and you just can't figure out how to get it installed and configured correctly.


Did you know that there are actually user guides for these apps?


Below is a list of the guides currently available, and more are constantly being added.



Additional Information:

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


Pinterest Cloud App


This article will describe the individual pieces of the Pinterest Cloud App, how to have it enabled for your Eloqua instance, and configure it for display on your E10 landing page. This document assumes that the reader is an E10 user, and is familiar with using landing pages.


In order to use the Pinterest App, you will need to be registered at


What is the difference between and


Pinterest Cloud App Components


The Pinterest Cloud App consists of the following Cloud Components:

  • Pinterest "Pin It" Button - allows you to add a "Pin It" button to an E10 landing page.
  • Pinterest "Follow" Button - allows you to add a "Follow" button to an E10 landing page.


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


How to Install the Cloud App


The Pinterest Cloud App is already available for use in E10, but may need to be enabled.  See here for more information.


Using the Components on a Landing Page


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


From the editor toolbar, select the "Cloud Components" button.  A select box containing all of the available Cloud Components will then be displayed.




Drag and Drop one of the Pinterest components onto the landing page.


"Pin It" Button:




"Follow" Button:




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




Enter your credentials and click Log in


If you're adding a "Pin It" button, the following screen will then be displayed:



On the configuration screen, enter the following:

    • Admin Email Address (this should automatically populate with your address)
    • URL of the page the pin is on: (required) - this cannot be blank, and you will need to manually type this in.
    • URL of the image to be pinned: (required)  - this cannot be blank, and you will need to manually type this in.
    • Description (optional) - if a description is not provided, the visitor who clicks your button will have to enter it before they can successfully pin.
    • Pin Count Orientation

You can Also:

      • Click Preview to see what your button will look like.
      • Click Show Source to see the button source code.
      • Click Render Image to see the image that will appear in the landing page editor.


Click Save Settings and close the screen.


If you're adding a "Follow" button, the following screen will then be displayed:


On the configuration screen, enter the following:

    • Admin Email Address (this should automatically populate with your address)
    • Pinterest Account to "Follow": (required) - the Pinterest account that you would like your visitors to follow when they click your button.
    • Button message: (optional)
    • Button to display: you can choose from the following:
      • Follow Me
      • Pinterest
      • Large Icon
      • Small Icon

The following image shows, in order, what each button looks like:



You can Also:

      • Click Preview to see what your button will look like.
      • Click Show Source to see the button source code.
      • Click Render Image to see the image that will appear in the landing page editor.


Click Save Settings and close the screen.


When the landing page renders, your button will show on the page.

I'm seeking help on an error I keep getting.  I designed a simple email campaign.  A 2 person segment with a wait step and the email step.  I have an error that says I must go to Open Campaign settings to set the "Campaign Name"  I have done this.  I went under the cog to Settings and renamed it.  but I still have the error.  What am I doing wrong?  (I am fairly new to Eloqua and have taken the online classes for Eloqua 10 and for Insight)

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