Installing and Using the String Concatenation Cloud App

Version 2

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

     

    String Concatenation Cloud App

     

    This article will describe the String Concatenationhttp://www.surveygizmo.com/Cloud App, and how to use it within your instance of Eloqua.

     

    This App allows for concatenating multiple values from different fields together into a combined value.

     

    In order to use the String Concatenation Cloud 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?

     

    String Concatenation Cloud App Components

     

    The String Concatenation Cloud App consists of the following Cloud Connector:

     

    • String Concatenation: allows for concatenating multiple values from different fields together into a combined value

     

    Components of the AppCloud

     

    Installation and Configuration


    To install the String Concatenation Cloud Connector in Eloqua, do the followin
    g.

     

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

    CC_Menu.png


    Click on String Concatenation, and the following screen will appear:

    CC_Install.png

     

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

    CC_Install2.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, with the install settings pre-populated.

     

    You can also choose to do a Manual Install (note the settings above) and then go into the Cloud Connector Management are in your instance.  Enter the settings as shown below.

    CloudConnectorSetup.PNG

     

    CloudConnectorManagement.png

     

    Enter the following information:

     

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


    https://lh3.googleusercontent.com/91isBv8m-7JNbArJn5duiZ93XEKPjPCKcLr1Jfz3gHijNKLRoYgaj6a3_pvdZ5Uqux-nqkE10McTK5RNcmhzchulZg-x95jezEo_Blu7TkzT58LBh_s

     

    To configure the App, do the following:

     

    • Add a step to your marketing automation program at any point you would like to concatenate string values within contact records.
      • 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 String: Concatenate 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 for the App will appear.

    CC_Config1.png

     

    The values for Eloqua Client Name and Program Builder Step ID will automatically populate.  Enter the remaining information, then click Go.

     

    The configuration page will then be displayed.

     

    CC_Config2.png

     

     

    On the Configuration tab, enter the following information:

      • Description (optional):  Some text about this connector instance
      • String function: Define the structure of the final string you're interested in creating. Use [A], [B], [C], [D], and [E] to represent the values you'll be passing in from other contact fields.  Add any other text you'd like to the string concatenation rule.
      • Click Save Settings.

     

    Next, click on the Mappings tab.  The Mappings screen will then appear.

    CC_Config3.png

    On the Field Mappings tab, simply configure the fields that you'd like to use for each variable, A, B, C, D, and E, and the field you'd like to return the results to.

     

    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.

     

    CC_Test2.png

     

    The Run Manually testing tab will allow you to perform a Dry Run or a Full Run of your step.  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.

     

    CC_Test3.png

     

    Use the Sample Data tab if you wish to test your setup on select contacts.  Enter their email addresses, one per line, and click Test Contacts. (Note: these contacts must already exist in your instance).

    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

     

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

     

    CC_Creds.png

     

    When you are ready to enable your step (remember to also enable your program in Eloqua) click the Enable Step button.

     

    With the step running automatically, any contacts that pass through the step will have the string concatentation values you specify automatically run.