Installing and Using the Date Calculator App from the AppCloud

Version 2

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

     

    Date Calculator Cloud App

     

    This article will describe the individual pieces of the Date Calculator Cloud App, and how to use them within your instance of Eloqua.

     

    In order to use the Date Calculator Cloud App, you must be registered at cloudconnectors.eloqua.com. When creating your account on cloudconnectors.eloqua.com, 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?

     

    Date Calculator Cloud App Components

     

    The Date Calculator consists of a single connector:

    • Date Calculator - makes following functions available:
      • Calculate the difference between two dates and assign the result (in years/months/days/hours/minutes) to contact/datacard field using:
        • Two date fields from a contact
        • A date field from a contact and static date
        • A date field from a contact and the current date
        • A static date and the current date
      • Add a time interval (in years/months/days/hours/minutes) to a date and assign the new date to a contact field using:
        • An integer from a contact field and a date field from a contact
        • A static integer and a date field from a contact
        • An integer from a contact field and the current date
        • A static integer and the current date

    How to Install  the Date Calculator App

     

    To install the Webex App, visit this page:

    http://appcloud.eloqua.com/apps/date-calculator

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

    savedss.png

    Installing Connectors:

     

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

    add+connector.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:

    cloud+connector+management.png

    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:

    add.png

    If you receive an error similar to this, it means the Connector had been installed previously:

    all+ready+exists.png

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

    successfully+installed.png

    Repeat this for any other Connector you would like to install

     

    Using the Date Calculator in a Campaign

     

    Each connector executes as an action in a step on the Campaign Canvas. 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 Campaign, and the contact continues on its way.

     

    To use the Connector in a campaign, do the following:

    Drag"Send to Cloud Connector" from the left toolbar on to the canvas

    SelectCloudConnector.png

     

    Double-click on the "Send to Cloud Connector" step to show the search window.

    Search for "Date Calculator" and select it:

    SelectDateCalculator.png

    You should see the Date Calculator Cloud Connector selected. Click on the Edit button to set up the App.

     

    EditDateCalculator.png

    A window will open, prompting you to login to the Cloud Connectors site.

    Login or register an account if you have not yet done so.

    CloudConnectorLogin.png

    You will see the following screen.

    Fill in your Eloqua Credentials to continue.

    Note that the "Program Builder Step ID" should be prepopulated - do not change this value.

    LoginDateCalc1.png

    After clicking "Go" in you should be presented with the following configuration screen:

     

    Configuration Setup:

    LoginDateCalc2.png

    Here is a summary of the various fields:

     

    Description:

     

    A simple description of what the Date Calculator is to be used for.

    Does not affect the function of the Date Calculator.

     

    Date Operation:

     

    Each option performs different functions:

    • Difference between two dates in a contact:
      • Calculates the amount of time between two Contact fields then sets the result to a another Contact field.
      • eg. Calculate the amount of time between a customer's subscription date and unsubscription date.
    • Difference between a static date and a date from a contact field
      • Calculates the amount of time between a Contact field and a set value then sets the result to a another Contact field.
    • Difference between current date and a date from a contact field
      • Calculates the amount of time between a Contact field and the current date then sets the result to a another Contact field.
    • Difference between current date and a static date
      • Calculates the amount of time between the current date and a set value then sets the result to a another Contact field.
    • Add a time interval and date from a contact field to each other
      • Adds a time interval in a contact field to another contact field then sets the result (a date) to third contact field.
      • eg. Set a contact's payment date to 30 days after joining.
    • Add a static time interval and a date from a contact field to each other
      • Adds a set time interval to a contact field then sets the result (a date) to another contact field.
    • Add a time interval from a contact field to the current date
      • Adds a time interval from a contact field to the current date then sets the result (a date) to another contact field.
    • Add a static time interval to the current date
      • Adds a set time interval to the current date then sets the result (a date) to another contact field.

     

    Date Measurement:

    The unit of time that is represented by time intervals

     

    Static Date (This will only appear if a static date operation is selected):

    Set date used in calculations

     

    Birthday/Anniversary:

    Ignores the year of the first comparison date and uses the current year +1.

    This is intended for use with recurring yearly dates.

    eg. Current date is 10/30/2012, the first date to compare is 11/20/2008. Checking this off will convert 11/20/2008 to 11/20/2012 for the purposes of the calculation.

     

    Mappings Setup:

     

    Depending on the type of date operation you are performing, you will see 1-2 contact mapping fields as well as a contact field mapping to return the result of the date calculation to:

    LoginDateCalc3.png

    Testing the Connector:

     

    The Date Calculator can be tested by navigating to the "Test" area through the left navigation, under the "Run Manually" tab.

     

    Enabling the Connector:

     

    The Date Calculator can be enabled by navigating to the "Credentials" tab on the left navigation and clicking enable.

    EnableStep.png

     

    After enabling the date connector it should start running periodically to update your contacts accordingly.