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Teiu Codrin

Custom object services

Posted by Teiu Codrin Aug 30, 2016

Custom data objects (CDO) can be helpfull containers of data.

 

One of its most simple use would be to use contact related information for which you don't want to create contact fields.

Another one would be to store all responses in your Eloqua instance (could be accomplished using a master hidden form too).

More advanced usage would be integration with external platforms.

 

CDO setup examples

We need to distinguish between 2 different custom objects setup:

- with primary key (usually email address): once an entry is submitted, any additional submits from the same contact will update the initial entry (can depend on form processing steps setup);

- without primary key: each new submit will create a new entry in the CDO.

 

Contact mapping

You can check the mapping of your CDO to contact records by going into the Reporting menu on the upper right side after opening the CDO. Just pick "Custom Object Records Mapped to Contacts Breakdown".

The window which will pop up will let you know how many unmapped entries you have. Let's say that out of 6.5 mil custom object entries (we asume we have a custom object with no PK) you have 1 mil unmapped entries. This means that the data in those unmapped entries cannot be found with filters(or segment filters) because filters check if contacts have linked records in custom objects but in this case those responses are unmapped.

One of the reasons for having unmapped entries in an CDO is that the "map to contact" box was not selected at upload.

 

Services

 

The services can be accessed once the CDO is opened, from the upper right menu, click Custom Object --> Custom Object Record Services.

Basically you will be able to set some processing steps, similar to the program builder steps (or let's say forms processing steps for those less familiar with programs).

There are 2 options for when to run the steps: for new data, or for modified data. What this means is pretty self explanatory, but also described in the screenshot below.

When addding a processing step upder any of the categories above the available options are below.

Most commonly used option would be to add to a Program Builder or adding to a specific list. You can also run an Integration Rule if you do this from a CDO level. Most of the steps can be conditional.

Hello fellow Eloqua users,

 

Are you using the Eloqua Form Pop App? If so, we need your insights. The ELQ Product Management team is working on bringing the Form Population App functionality directly into the core Eloqua functionality and we're investigating how Eloqua customers are using the existing app and it's functionality. Drop me a general comment on this post, and we'll reach out to chat with you a bit more about how you're specifically using it.

 

Thanks in advance,

Jody

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1. Eloqua has a Contact Field Completness report. It is available only for a limited number of contact fields and looks like below. Though very usefull to data cleansing or tracking, it has high limitations becuase of the low number of contact fields it can be ran for.

When ran, it will provide a percentage of how many contacts in your DB have a value in that field.

 

2. Another useful report is the Contact Field Value report. You can select from a list of predefined fields (which to my knowledge cannot be changed).

When ran, it will provide a full list of values of that field, the count for the value, and percentage from total for that value.

 

3. For fields that cannot be reached with the above reports we can check their values and counts from within Eloqua. Go to Settings/Fields and Views/Fields/ and search and open your field of choice. Once open, in the field window, on the lower left side there is a button called Field Population Details.

If there are more than 1000 different values, then it will not display. If it will display, it will give you the field values and the number of contacts corresponding to the values.

 

4. To obtain values for CDO fields (in the case of very large CDO's) open the CDO and in the upper right menu, under the Reporting button, the last two options called Field Values and Field Percentages will give you what they say the do.

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