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

 

Colleague Scoring Cloud App

 

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

 

With the Colleague Scoring Cloud App, you can now score a contact based on the activity of their colleagues at the same company.

 

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?

 

Colleague Scoring Cloud App Components

 

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

 

    • Colleague Scoring- allows you to score a contact based on the level of activity seen from their colleagues 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 Contact Data, then Colleague 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 colleague scoring connector on a Contact record.
      • Note: The Cloud Connector will run on any Contact that flows into that step, and return the result to another field within the Contact record.
      • 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 Colleague Scoring 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_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
      • Colleague Scoring Approach: This is the calculation that the app will perform on the contact scoring field (chosen in the next step) for all colleagues associated to the same 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 Colleague Scoring Approach, to calculate the score for colleagues at that company.
      • Company Score Field:  The Contact 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 contacts 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.

 

Use the Sample Data tab if you wish to test your setup on select contacts.

CC_Test3.png

Enter their email addresses, one per line, and click Test Contacts. (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.)

 

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 Contacts flow into the step, the app will evaluate all colleagues associated with the same company as the contact, perform the chosen scoring approach on the contact score field, and write the result back to the chosen company score field.