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

 

Company Scoring Cloud App

 

This post will describe the Company Scoring Cloud App, and how to use it within your instance of Eloqua.

 

With the Company Scoring Cloud App, you can now score a company based on the activity of contacts associated with it.

 

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?

 

Company Scoring Cloud App Components

 

The Company Scoring Cloud App consists of the following Cloud Connector:

 

    • Company Scoring- allows you to score a company based on the level of activity seen from contacts at the same company.

 

Components of the AppCloud

 

Installation and Configuration

 

To install the app in Eloqua, do the following.

 

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

ConnectorSelector.png

 

 

Click on Company Data, then Company Scoring, and the following screen will appear:

InstallConnector.png

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

InstallConnectorDetails.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:

 

To configure the App, do the following:

    • Add a step to your marketing automation program at any point you would like to run the company scoring connector on a Company/Account record.
      • Note: The Cloud Connector will run on any Company/Account that flows into that step, and return the result to another field within the Company/Account record.
      • Make sure that you have an account on cloudconnectors.eloqua.com.
      • Created a new step with a default action of Cloud Connector, and select Company Scoring:

PBStep.png

PBCloudStep.png

 

      • Click on the Configure button.

 

    • 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_Config1.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.

Config.png

 

On the Configuration tab, enter the following information:

      • Description (optional):  Some text about this connector instance
      • Company Scoring Approach: This is the calculation that the app will perform on the contact scoring field (chosen in the next step) for all contacts associated to the company.  Options are shown below:

ConfigScoringApproach.png

 

      • Click Save Settings.

 

    • Next, click on the Mappings tab.

Mappings.png

On the Mappings tab, choose the following:

      • Contact Score Field:  The contact field that holds score that you wish to use, along with the Company Scoring Approach, to calculate the score for the company.
      • Company Score Field:  The company field to write the calculated company score 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.

CC_Test1.png

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

 

The Run Manually testing tab will allow you to perform a Dry Run or a Full Run of your step.

CC_Test2.png

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.

 

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, click the Enable Step button. (Note: Remember to also enable your program in Eloqua)

 

As Companies/Accounts flow into the step, the app will evaluate all contacts associated with the company, perform the chosen scoring approach on the contact score field, and write the result back to the chosen company score field.