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

 

DataCard Evaluator Cloud App

 

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

 

With the DataCard Evaluator Cloud App, you can analyze multiple DataCards attached to a contact, and return values based on field comparisons (max, min, sum, or average values).  The returned value can be written to a contact field of your choosing.

 

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?

 

DataCard Evaluator Cloud App Components

 

The DataCard Evaluator Cloud App consists of the following Cloud Connector:

 

    • DataCard Evaluator - analyze multiple DataCards attached to a contact, and return values based on field comparisons (max, min, sum, or average values).

 

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.

AppsMenu.png

Click on Contact Data, then Data Card Evaluator, and the following screen will appear:

Install_App.png

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

Add_Connector.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.  The install settings will be pre-populated.

 

You can also choose to do a Manual Install (note the settings above) and then go into the Cloud Connector Management area 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 data card evaluator connector on a Contact record.
      • Note: The Cloud Connector will run on any Contact that flows into that step, and return the result(s) 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 DataCard Evaluator 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 will appear.

Creds.png

    • The value for Step ID will automatically populate.  Select your Eloqua credentials, 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
      • Rule to use: This is the rule that will be run on the set of DataCards attached to the contact.  The result of this rule will be written to the result contact field selected on the Mappings tab

Options are as follows

        • Average of Values:  calculates the average of numeric values in the Field to Evaluate.
        • Maximum of Values:  determines the highest (maximum) of numeric values in the Field to Evaluate.
        • Minimum of Values:  determines the lowest (minimum) of numeric values in the Field to Evaluate.
        • Latest of Date Values:  finds the most recent (latest) of date values in the Field to Evaluate.
        • Earliest of Date Values: find the oldest (earliest) of date values in the Field to Evaluate.
        • Count of Values:  determines the count of DataCards in the set mapped to the current contact.
        • Sum of Values:  returns a sum of the numeric values in the Field to Evaluate.
        • Field A where Field B is Maximum: returns the chosen contact field (the Field to Select on the Mappings tab) from the DataCard that contains the highest (maximum) numeric value in the Field to Evaluate.
        • Field A where Field B is Minimum: returns the chosen contact field (the Field to Select on the Mappings tab) from the DataCard that contains the lowest (minimum) numeric value in the Field to Evaluate.
        • Field A where Field B is Latest:  returns the chosen contact field (the Field to Select on the Mappings tab) from the DataCard that contains the most recent (latest) date in the Field to Evaluate.
        • Field A where Field B is Earliest:  returns the chosen contact field (the Field to Select on the Mappings tab) from the DataCard that contains the oldest (earliest) date in the Field to Evaluate.
        • Field A where Field B is Equals X:  returns the chosen contact field (the Field to Select on the Mappings tab) from the DataCard that equals the exact value in the Field to Evaluate.

 

      • Click Save Settings.

 

    • Next, click on the Mappings tab.

Mapping.png

 

On the Mappings tab, select the following (Note: in order to explain their use, ALL possible fields/settings are shown below.  Which fields/settings will show depends on the Rule to use that you have set):

 

Contact Fields

      • Email Address: the field on the Contact record containing the email address.
      • Result:  the contact field to store the result of the evaluated Rule to use.
      • Result (Number):  the contact field to store the result of the evaluated Rule to use (shown when the Rule to use is a numeric operation)
      • Result (Date):  the contact field to store the result of the evaluated Rule to use. (shown when the Rule to use is a date operation)

 

DataCard Fields

        • Email Address: the field on the Custom Data Object containing the email address (used to find DataCards mapped to a contact).

        • Field to Evaluate:  the Custom Data Object field used to evaluate the Rule to use.
        • Field to Select:  the Custom Data Object field to return when running Field A where Field B operations.

 

      • 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.

History_Tab.png

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

CredsTabStepNew.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 look in the Custom Data Object that you selected on the Configuration tab, and find the DataCards mapped to the contact.  It will then evaluate the chosen Rule to use against the Field to Evaluate, and return the resulting value to the Result contact field.