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

 

Math Function Cloud App

 

This Document will describe the Math Function Cloud App, and how to use it within your instance of Eloqua.

 

When you begin to build a high performance revenue engine for your business, you can often run into situations where you need to do a little bit of basic math with your lead data. Perhaps it’s a lead scoring algorithm that needs to find the maximum score across a few sub criteria. Perhaps you want to find the revenue per employee for a business by dividing one number by another. Perhaps you want to analyze your leads based on an average score across 5 product lines. Perhaps you want to calculate the distance from a store location to a contact’s location by looking at their longitude/latitude. Whatever the case, having access to a completely generic set of math functions that you can run against your contact data is valuable in many ways.

 

With the Math Function Cloud App, you can now do the nurturing, analysis, and scoring that you want by creating the exact mathematical expressions that you need.

 

In order to use the App, you must be registered at cloudconnectors.eloqua.com.  When creating your account, 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?

 

Math Function Cloud App Components

 

The Math Function Cloud App consists of the following Cloud Connector:

 

    • Math: Generic Function - allows you to create arbitrary math functions with up to 5 fields of data from a contact.

 

Components of the AppCloud

 

Installation and Configuration

To install the Math Function Cloud Connector in Eloqua, do the following.

 

Log into cloudconnectors.eloqua.com and click on the Apps menu.

AppsMenu.png

 

 

Click on Math Function (Contact), and the following screen will appear:

CC_Install1.png

Click on Install Connector.  You'll then be shown the installation screen.

CC_Install2.png

 

If you are an Eloqua administrator, you can click on Add Connector, and it will take you to the Cloud Connector Management area in your instance, with the install settings pre-populated.

 

You can also choose to do a Manual Install (note the settings above) and then go into the Cloud Connector Management are in your instance.  Enter the settings as shown below.

CloudConnectorSetup.PNG

CloudConnectorManagement.png

 

 

Enter the following information:

 

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

 

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

 

To configure the App, do the following:

    • Add a step to your marketing automation program at any point you would like to run a math function on a contact record.
      • Note: The Cloud Connector will run any mathematical equation you specify against the data in any contact that flows into that step and return the result to another field within the contact.
      • Make sure that you have an account on cloudconnectors.eloqua.com.
      • Drag a "Send to Cloud Connector" step onto the Canvas from the toolbar:

Canvas1.png

 

Double-click on the "Send to Cloud Connector" step, select Math: Generic Function from the list, and click on the configuration button.

Canvas2.png

 

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

CC_Login.png

Next the first setup screen for the App will appear.

cc_setup1.png

The values for Eloqua Client Name and Program Builder Step ID will automatically populate.  Enter the remaining information, then click Go.

 

The configuration page will then be displayed.

cc_config.png

On the Configuration tab, enter the following information:

  • Description (optional):  Some text about this connector instance
  • Math function: The math function to perform.
    • If you click the full syntax instructions link, you will see the following screen, which will help you with the available functions.

Function_Help.png

  • Click Save Settings.

 

Next, click on the Mappings tab.

CC_Mappings.png

 

On the Field Mappings tab, choose the following:

  • Email Address:  The contact field that holds the Email Address.  This is used to identify the contact record to operate on.
  • Variable A - E:  The contact field(s), referenced on the Configuration screen, that hold the numeric value(s) you wish to have your function evaluate.
  • Returned Value:  The contact field to write the result of the function back to.
  • Click Save Settings.

 

You are now ready to Test the connector to make sure all is set correctly.  Click on the Test tab.

 

Once your step is enabled and running, the Step Members testing tab will show you the counts of contacts in your step.

CC_Test1.png

 

The Run Manually testing tab will allow you to perform a Dry Run or a Full Run of your step.  A Dry Run will simulate a run, but will not actually write the data back to Eloqua.  A Full Run will perform a run of your connector, actually updating Eloqua.

CC_Test2.png

 

Use the Sample Data tab if you wish to test your setup on select contacts.  Enter their email addresses, one per line, and click Test Contacts. (Note: these contacts must already exist in your instance).

(Note: If you check the Full Run box, the data will be written to Eloqua, if left unchecked, it will simulate the connector and show you the results.)

CC_Test3.png

 

A Results screen will display after clicking Test Contacts (as well as when performing a Dry Run or Full Run).  An example of the Results screen is shown below.

cc_Test_Results.png

To check the history of your step execution, click on the History tab.

HistTab.png

 

Now that you have tested your step, it's time to enable it.  Click on the Credentials tab.

CredsTabStep.png

 

When you are ready to enable your step (remember to also enable your program in Eloqua) click the Enable Step button.

 

With the step running automatically, any contacts that flow into the step will have a generic mathematical expression run against it.