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4 Posts authored by: Victoria Bull-Oracle

Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

Citrix GoToWebinar App

This article will describe the individual pieces of the Citrix GoToWebinar App, how to install it and it will outline a sample program. This document assumes the reader knows how to use Eloqua Program Builder, Eloqua Emails and Eloqua forms.

In order to use the Citrix GoToWebinar App, you will need to have a valid Citrix GoToWebinar account with API access. You will also need to register at cloudconnectors.eloqua.com

What is the difference between cloundconnectors.eloqua.com and Appcloud.eloqua.com

Citrix GoToWebinar App Components

The Citrix GoToWebinar App is made up of the following Connectors:

  • Citrix GoToWebinar Register Attendee - allows you to register a contact to attend an Citrix GoToWebinar event.
  • Citrix GoToWebinar Query Attendance - allows you to determine whether a contact actually attended a Citrix GoToWebinar event.
  • Citrix GoToWebinar All Viewers Query - allows you to pull into an Eloqua group all the people who attended an Citrix GoToWebinar event.

 

The first 2 are Cloud Connectors, which are used in Program Builder. The last is a Cloud Feeder, which automatically pulls records into a group in Eloqua

ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

How to Install an App

To install the Citrix GoToWebinar App, visit this page:

http://appcloud.eloqua.com/apps/GoToWebinar

Click on the green “Get App” button in the top right corner:

GetApp.jpg

Installing Connectors:
A new screen will open. Click on the “Add Connector”:

AddConnector.png

If you are not logged into Eloqua, you will be prompted to login. It’s recommended that you click the “remember me” button. After logging in, you will see a screen similar to this:

GoToWebinar Connector Management.jpg

The bottom portion of the screen shows any connectors that are currently installed. The top portion is where the connector is actually installed. Click the “Add” button. If you receive an error similar to this, it means the Connector had been installed previously:

GTWConnectorExists.jpg

If you receive a confirmation similar to this, the App connector has successfully been installed:

ConnectorInstalled.jpg

Repeat this for any other Connector you would like to install.

Installing a Cloud Feeder

Cloud Feeders have a different installation then Cloud Connectors.

NOTE - Before the Cloud Feeder can be installed, the event needs to be configured within Citrix GoToWebinar. 

Create a user in your Eloqua install. This user is the one used to push data in through the feeder. It doesn’t need to be dedicated to one feeder, but it should be a user dedicated to API access. For more information about setting up a user, please search the knowledge base of the article titled "Eloqua-Setup"

Ensure the user is added to the “API Users” security group to ensure it has API access. As well, remember the username and password for the user, because you will need it for the next step.

Create a contact group in Eloqua to store the Contacts. For more information about creating a contact group, please search the knowledge base for an article named "Database Management".

If you would like to store the Start Time and the Minutes Attended, create those fields in Eloqua now. For more information about creating a contact fields, please search the knowledge base for an article named "Database Management".

To install the Citrix GoToWebinar feeder, go to the following URL: https://cloudconnectors.eloqua.com/StepTypeOverview.aspx?StepType=AdobeConnectAllViewersQuery

Click on the “New Step” button.  You will be brought to a screen like this:

GTWFeederLogin.jpg

Fill it out with the user credentials you created in the previous step.

You will be brought to the following screen:

GTWFeederSetup.jpg

Input the information collected from Citrix GoToWebinar earlier. Select the contact group created earlier.

Once everything is configured, you will need to enable the feeder. In order to do that, click on the “Credentials” tab within and select “Enable Step”:

EnableStep.jpg

This feeder will populate the contact group with registrants from the selected webinars. In order to feed the program you must then setup a feeder using the same contact group selected in the above steps in order to add contacts to the program.

Using the Connectors in Program Builder

Each connector executes as an action in a step in Program Builder. Once a contact hits that step, the Connector grabs that contact, and processes it based on the logic defined in the Connector. When it’s done, the Connector changes the status of the contact in the program, and the contact continues on its way.

To use the Connector in Program Builder, do the following:

Create a step in the program where you want the step to execute

Set the action of the step to: “Cloud Connector”

You will be provided with a list of Cloud Connectors that have been created. Select the correct one from the list:

GTWStepSetup.jpg

Click on the “Configure Button”. This will bring up a configuration window from Cloudconnectors.eloqua.com (you may need to login to Cloudconnectors.eloqua.com):

AdobeFeeder.jpg

Once you are logged in, you will need to input configure the step for the webinar required. Note after entering the user details for Citrix GoToWebinar you can click Save Settings to connect and populate the Webinar Listing below:

GTWRegistersetup.jpg

On the configuration and field mapping screen, you will have slightly different options for each CloudConnector. They are as follows:

Configuration Tab

Register AttendeeQuery AttendeeDescription
DescriptionYYDescription of Event
Citrix GoToWebinar UserYYFrom Citrix GoToWebinar
Citrix GoToWebinarYFrom Citrix GoToWebinar
Select WebinarsYWebinars that occurred in the past or will occur in the future (determines what webinars are displayed in the Citrix GoToWebinar Field)
Store Meeting Advanced DataYDo you want to store data on the Contact or in a custom object? If you run many events, you want to store in a Custom Object

FieldsTab

Register AttendeeQuery Attendee
Email AddressYY
First NameY
Last NameY
Join Meeting URLY
Meeting ID
Minutes AttendedY

 

Once everything is configured, you will need to enable the connector. In order to do that, click on the “Credentials” tab within and select “Enable Step”.

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

Adobe Connect App

This article will describe the individual pieces of the Adobe Connect App, how to install it and it will outline a sample program. This document assumes the reader knows how to use Eloqua Program Builder, Eloqua Emails and Eloqua forms.

In order to use the Adobe Connect App, you will need to have a valid Adobe Connect account with API access. You will also need to register at cloudconnectors.eloqua.com

What is the difference between cloundconnectors.eloqua.com and Appcloud.eloqua.com

Adobe Connect App Components

The Adobe Connect App is made up of the following Connectors:

· Adobe Connect Register Attendee - allows you to register a contact to attend an Adobe Connect event.

· Adobe Connect Unregister Attendee - allows you to unregister a contact for an Adobe Connect event.

· Adobe Connect Query Attendance - allows you to determine whether a contact actually attended an Adobe Connect event.

· Adobe Connect All Viewers Query - allows you to pull into an Eloqua group all the people who attended an Adobe Connect event.

 

The first 3 are Cloud Connectors, which are used in Program Builder. The last is a Cloud Feeder, which automatically pulls records into a group in Eloqua

ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

How to Install an App

To install the Adobe Connect App, visit this page:

http://appcloud.eloqua.com/apps/adobe-connect

Click on the green “Get App” button in the top right corner:

GetApp.jpg

Installing Connectors:
A new screen will open. Click on the “Add Connector”:

AddConnector.png

If you are not logged into Eloqua, you will be prompted to login. It’s recommended that you click the “remember me” button. After logging in, you will see a screen similar to this:

AdobeAddConnector.jpg

The bottom portion of the screen shows any connectors that are currently installed. The top portion is where the connector is actually installed. Click the “Add” button. If you receive an error similar to this, it means the Connector had been installed previously:

AdobeConnectorExists.jpg

If you receive a confirmation similar to this, the App connector has successfully been installed:

ConnectorInstalled.jpg

Repeat this for any other Connector you would like to install.

Installing a Cloud Feeder

Cloud Feeders have a different installation then Cloud Connectors.

NOTE - Before the Cloud Feeder can be installed, the event needs to be configured within Adobe Connect.  You will need to input the following information into the Cloud Feeder:

· Adobe Connect User Name

· Adobe Connect Password

· Adobe Connect Session Type

· Adobe Connect Session ID

· Adobe Connect Organization Name

Create a user in your Eloqua install. This user is the one used to push data in through the feeder. It doesn’t need to be dedicated to one feeder, but it should be a user dedicated to API access. For more information about setting up a user, please search the knowledge base of the article titled "Eloqua-Setup"

Ensure the user is added to the “API Users” security group to ensure it has API access. As well, remember the username and password for the user, because you will need it for the next step.

Create a contact group in Eloqua to store the Contacts. For more information about creating a contact group, please search the knowledge base for an article named "Database Management".

If you would like to store the Start Time and the Minutes Attended, create those fields in Eloqua now. For more information about creating a contact fields, please search the knowledge base for an article named "Database Management".

To install the Adobe Connect feeder, go to the following URL: https://cloudconnectors.eloqua.com/StepTypeOverview.aspx?StepType=AdobeConnectAllViewersQuery

Click on the “New Step” button.  You will be brought to a screen like this:

AdobeFeeder.jpg

Fill it out with the user credentials you created in the previous step.

You will be brought to the following screen:

MeetingConfiguration.jpg

Input the information collected from Adobe Connect earlier.

Select the contact group created earlier.

Once everything is configured, you will need to enable the feeder. In order to do that, click on the “Credentials” tab within and select “Enable Step”:

EnableStep.jpg

This feeder will populate the contact group with registrants from the selected webinars. In order to feed the program you must then setup a feeder using the same contact group selected in the above steps in order to add contacts to the program.

Using the Connectors in Program Builder

 

Each connector executes as an action in a step in Program Builder. Once a contact hits that step, the Connector grabs that contact, and processes it based on the logic defined in the Connector. When it’s done, the Connector changes the status of the contact in the program, and the contact continues on its way.

To use the Connector in Program Builder, do the following:

Create a step in the program where you want the step to execute

Set the action of the step to: “Cloud Connector”

You will be provided with a list of Cloud Connectors that have been created. Select the correct one from the list:

ProgramStepConfig.jpg

Click on the “Configure Button”. This will bring up a configuration window from Cloudconnectors.eloqua.com (you may need to login to Cloudconnectors.eloqua.com):

PSRegisterConfig.jpg

Once you are logged in, you will need to input the credentials of the user that was created earlier:

AdobeFeeder.jpg

On the configuration and field mapping screen, you will have slightly different options for each CloudConnector.

 

They are as follows:

Configuration

 

 

Register Attendee

Unregister Attendee

Query Attendee

Description

Description

Y

Y

Y

Description of Event

Adobe Connect Domain

Y

Y

Y

From Adobe Connect

Adobe Connect User Name

Y

Y

Y

From Adobe Connect

Adobe Connect Password

Y

Y

Y

From Adobe Connect

Adobe Connect Meeting: My Meetings

Y

Y

Y

Will pull a list of your meetings from Adobe Connect to choose from

Adobe Connect Meeting: All Meetings

Y

Y

Y

Will perform defined actions for all meetings

Generic Password for New Users

Y

Y

From Adobe Connect

Store Join Meeting URL Field

Y

 

 

If you are sending confirmation from Eloqua, you can store the URL for the webinar on a contact field

Store Meeting Advanced Data

 

 

Y

Do you want to store data on the Contact or in a custom object? If you run many events, you want to store in a Custom Object

Fields:

 

Register Attendee

Unregister Attendee

Query Attendee

Email Address

Y

Y

Y

First Name

Y

Last Name

Y

Join Meeting URL

Y

Meeting ID

Y

Minutes Attended

Y

Number of Questions Answered

Y

Once everything is configured, you will need to enable the connector. In order to do that, click on the “Credentials” tab within and select “Enable Step”:

The Program     

Defining every step of how to configure the program is outside the scope of this article. However Heather Feoh has a great article on program and setup details in Eloqua that you can check out here:

http://topliners.eloqua.com/community/do_it/blog/2011/02/11/eloqua-cloud-connector-instructions-for-adobe-connect

A lot of clients use Eloqua to send newsletters to subscribers every month. Oftentimes those newsletters have links to articles on a landing page that the contact might be interested in. However if the links to those articles all point to the same page, how do you ensure that the landing page opens to the correct section of the page where the article they are interested in is located, and how do you track which article they were interested in? Anchor Tags and Query Strings can be used to do this.

 

Let’s say our newsletter this month has 3 different article summaries and the full versions are all hosted on our landing page: www.landingpage.com/content/MonthlyNewsletter

 

If the contact were to click through to Article 1, we want to make sure that the start of that Article is at the top of the page. Similar for Article 2 and Article 3 we want to make sure the user doesn’t have to scroll through the landing page to make sure they can find the article they’re interested in. We can use anchor tags to do this.

 

On the landing page we need to add the following HTML code just above the position of each article on the page:

 

<A name=”Article1”></A>

 

In this case I have tagged the section with the name “Article1” however you could use any identifier here to denote the section on the page. Similarly I would add in front of each respective article on my landing page:

 

<A name=”Article2”></A>

<A name=”Article3”></A>

 

Once we have tagged the section on the page we then have to update our links in our email as well. First we have to setup the query string parameter.

 

In Eloqua navigate to Automate > Web Profiling > Query Strings Tab. Create a new Query String Parameter that we will use to define which link the contact has clicked on. Below I have created the parameter “LinkID” however you can name it whatever you feel is best. I would recommend keeping the name short and it can’t include any spaces.

 

Query String Parameter.jpg

After creating the parameter we need to add this to the link in our email.

 

NOTE: This method can only be used when linking to a webpage that has Eloqua tracking scripts on it.

 

We can then add the new query string and anchor tags to our email links. In your email we need to add the following code to the end of each link in our email that navigates to our landing page:

 

?LinkID=Article1#Article1

?LinkID=Article2#Article2

?LinkID=Article3#Article3

 

If you are adding this code to an Eloqua hosted landing page your link might look something like this:

 

www.landingpage.com/content/MonthlyNewsletter?elq=<span>recipientid</span>&LinkID=Article1#Article1

 

After updating all of your links you’re ready to send your email and start tracking your click-throughs.

 

The Email Click-Through Link Breakdown Report will now have each link to the page listed separately and you can identify it by the LinkID query string value:

 

Email Click-through.jpg

 

You can also use the Visitor Count for Specific Query String report to get a high-level overview if you’re using this link across multiple emails:

 

Visitor Count.jpg

 

The Visitors by Query String Value will also give you a breakdown of all the visitors that have clicked a link with a specific Query String Parameter Value.

 

Now you’re ready to track the interest of your Newsletter Subscribers and determine which articles are catching their interest the most!

It’s important not to overwhelm your prospective customers with multiple different emails in a short time span. With multiple sales and marketing personnel is it possible to do this in a more automated manner?

 

Creating a default Contact Filter in your distribution lists can help you reduce “over marketing” to your contacts. The Customer Administrator of your install will have access to the Distribution List Defaults setup module (Setup > User Management > User Defaults and Settings > Default Lists for Users).

 

DistList7.jpg

 

You can define defaults for All Users, a Security Group, a User Folder, or individually select the users you would like to apply the defaults to.

Click on Filter Contacts in the Excluded Section to add a new filter as a default to your distribution lists. Click to add a contact filter and then Create New.

 

In the new contact filter we want to include an Activity Based Filter, Have Been Sent an Email. From here we can define the details.

 

DistList2.jpg

 

There are multiple different options you can select here such as the number of emails, the timeframe of receiving those emails as well as which emails should be included.

After you have created the new filter, add it to your included Contact Filters. Below you can see the new filter has been added.

 

DistList6.jpg

 

Once you have finished adding the required filters, click Add Defaults to apply the settings. Once saved successfully these new defaults will apply to any new distribution lists created going forward.

 

When the user attempts to create a new distribution list, they will find that the new default filter has been automatically applied.

 

DistList5.jpg

 

By applying this by default it helps users remember to include it (it's included for them automatically) and it also doesn't take up an extra criteria item when they are creating their own filters, which are limited to 15 criteria in each Contact Filter.

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