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

 

Data.com Cloud App

 

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

 

With the Data.com Cloud App, you now have access to clean, up-to-date, and comprehensive data that can be accessed from within your marketing automation programs.

 

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.   You will also need a Data.com (Jigsaw) account (Note: the app uses whatever license you have with Jigsaw, so you will be charged for data accordingly).

 

What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

 

Data.com Cloud App Components

 

The Data.com integration consists of several components, each of which are set up in roughly the same manner.  The instructions should be easily translatable between the different connector options.

 

The following Cloud Connectors are available:

 

    • Search for Contacts and/or Prospects - When you have companies that you’re interested in, whether you want to flesh out the list of the key people at an account that has shown some interest, or to proactively target a territory or a list of named accounts, this connector allows you to find the contacts at those companies who are in key roles. Simply by specifying the role (ie, marketing, sales, finance), level (ie manager, director, vice president), and geography, you can retrieve as many contacts as you specify at each company that flows through a given program builder step.
      • Using the Data.com (Jigsaw) Contact Search connector, you can pass in a company name (located on the Company/Account record) and retrieve from Data.com the associated contacts by level and role, and put them into a contact group/shared list in Eloqua.
      • Using the Data.com (Jigsaw) Prospect Search connector allows the passing of a company name (located on the Company/Account record) to Data.com to retrieve the associated contacts (as Eloqua Prospects, no phone or email) by level and role.

 

    • Retrieve Company data - When the information on companies in your database goes little farther than a name, you will be very limited in your ability to market to them. This is a common problem when the information comes in via web forms though as company questions like revenue, industry, number of employees, or stock ticker tend to bulk up forms and drive visitors away. With the Company Info cloud connector, you can quickly append and correct this type of information directly from the Data.com company database.
      • Using the Data.com (Jigsaw) Company Info (Contacts) connector, you can pass in a company name, stock ticker, or URL (located on the contact record) and retrieve from Data.com the associated company information to pull into the contact record.
      • Using the Data.com (Jigsaw) Company Search connector, you can pass in a company name, stock ticker, or URL (located on the company/account record) and retrieve from Data.com the associated company information.  This information is then written to the company/account record.

 

    • Refresh Contact data - When a contact enters your database, its information begins to go out of date immediately. Titles change, phone numbers are updated, and new information may be gathered that you don’t yet have. This Cloud Connector allows you to query Data.com for a known contact and update any information on that contact.
      • With the Data.com (Jigsaw): Contact Refresh connector, you can query Data.com for a known contact and update any information on that contact.

 

Components of the AppCloud

 

Installation

 

To illustrate how to install the apps in Eloqua, we will look at installing the Contact Search connector.

 

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

 

AppMenuContact.png

You'll see the different Data.com connector options listed.  Select Data.com Contact Search from the menu.

 

The following screen will appear:

NewStepInstall.png

 

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

InstallInstructions.png

 

If you are an Eloqua customer 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, then go into the Cloud Connector Management area in your instance. 

CloudConnectorSetup.PNG

Enter the settings as shown below:

CloudConnectorManagement.png

 

 

Enter the following information:

 

The method above can be used to install the other Data.com connectors.  The connectors that return Contact data can be found under the Contact Data menu, while those that return Company or Prospect data can be found other their corresponding menus.

AppMenuCompany.png

AppMenuProspect.png

 

Configuration

 

To configure apps that operate on Contact records (Contact Refresh, Company Info), you can use the Canvas (as shown below).  For connectors that operate on Company/Account records (Contact Search, Prospect Search, Company Search), you will need to use Program Builder, but the configuration process is the same.

    • Add a step to your marketing automation program at any point you would like to run the 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 fields 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 the connector from the list, and click on the configure 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.

Creds2.png

    • The value for Step ID will automatically populate.  Select your Eloqua Credentials from the list, then click Go.

 

    • The Configuration page will then be displayed.

Config2.png

 

On the Configuration tab, enter the following information:

      • Description (optional):  Some text to describe this connector instance
      • User Name:  Your Jigsaw user name
      • Password: Your Jigsaw password
      • Click Save Settings.

 

Now, click on the Mappings tab.

FieldMappings2.png

On the Mappings page, choose the following:

      • Company Identifying Field:  The field on the Contact record containing the company Name, Stock Ticker, or Website to search Data.com for.
      • Choose the contact fields to save the returned data in. Data.com returns a lot of great information, but if you don't want any particular field, simply do not map it on this page.

      • Click Save Settings.

 

Testing

 

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 number and status of Contact records ( for Contact Refresh, Company Info) or Company/Account records (for Contact Search, Prospect Search, Company Search) 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 or companies/accounts.

CC_Test3.png

Enter contact email addresses (or company/account names), one per line, and click Test Contacts. (these contacts or companies/accounts 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

Enabling

 

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 Contact records (for Contact Refresh, Company Info) or Company/Account records (for Contact Search, Prospect Search, Company Search) flow into the step, the app will connect to Data.com and return data on the Contacts, Companies/Accounts, and Prospects.  The data will then be pulled into Eloqua for use in your marketing campaigns.

 

The other connectors are set up in the same manner, but contain different configuration and mapping options.