My challenge was to find a way to connect a Third Party system with Eloqua to store content (shared content) in Eloqua from outside the Eloqua universe.
With this connection the possibilities are unlimited and the data ( stored in shared content folders) can be used in emails and landing pages. Just like field merges and dynamic content. I would like to explain the integration using a simple example: the current date. I would like to enter the current date into the email content, e.g. into the headline to write: "Your offer is only valid on 25.11.2018" (today) or "Your news on 25.11.2018." (today).
Further application possibilities:
- your trial ends on <date + 30 days>
- your call back request on <date today>
- your offer is valid until <date + 14 days>
- You will need a Zapier account to build zaps like this and you will need a Multi-step Zap, so you need a minimum "for work" account or the "for team" account.
- You will need the Authorization ID for your Eloqua instance to input data via REST API to Eloqua ( If you don't have a Authorization ID, please talk to your Eloqua Admin).
Creating "Shared Content" in Eloqua
- login into Eloqua and select "Components" and "Shared Content"
- click on "new", enter a name and click "save"
- double click on the Shared Content, click ">>" and click "settings"
- note the ID. e.g..: 3051.
Creating an Integration (Zap)
- First you will need a trigger app: Click 'Make a Zap!', search and select the build-in app "Schedule by Zapier"
- Choose the Trigger "Every day" to make sure the data will refreshed every day and click "Continue".
- Choose the time of the day you want to refresh data and click "Continue".
- You can test this trigger app and click "Continue".
- Now add the action app "Formatter" to format the date in a format of your choice.
- Mark "Date/Time" and click "Continue".
- In the step "Transform" choose "format" and insert a value in the step "Input" (see screenshot1)
- In the step "to format" choose the format you need. In my chase I choose a custom value to format the data for Germany.
9. Now you can test the action app and you will see the output. In my chase is this "25.11.2018".(screenshot2)
10. Add a new action app "Webhooks by Zapier" and select "Custom request". Because it is not possible to add data via a blind form submit to add content to "shared content" in Eloqua, you will need to do a "Custom request" to send data to the Eloqua API to add data to "Shared Content" in Eloqua.
11. select "put" (update an existing content section) to the "Method". (Screenshot3)
12. Enter the URL: " followed by your Shared content ID (e.g.: https://secure.p06.eloqua.com/api/REST/1.0/assets/contentSection/3051 )
14. add headers for "content type" and add "Authorization" and enter "Basic" and your API ID to authorize your instance. (Screenshot4)
15. Click "Continue"
Congrats! You created your Zap and now check the result in the Shared Content file in Eloqua.
- more informations about the REST API, applications, tasks, possibilities
The possibility of shared content in Eloqua and Zapier is a perfect interaction. With a current date in Eloqua we can improve the email content and we are more flexible to send Marketing emails best practice. Due to this automation, a date can now also be used in ongoing nurture email campaigns, since they are always up to date. This opens up completely new possibilities to send data to Eloqua via Third Party System and use it directly without using Custom Objects or contact fields. So to get contact independent data to Eloqua that can't be stored normally in Eloqua or in contact fields, account fields or custom objects, this is a good way.
The idea for this solution came to me when I was watching the Oracle Eloqua -- B2B: Develop and Design course, and I learned a lot about how to post information to Eloqua forms via the HTTP Post method (blind form submits). The Topliners community are really great and many Topliners posts were also helpful. And to build best practice ongoing nurture campaigns, the courses Best Practices: Lead Nurturing Campaigns were extremely useful.
Special thanks to Kevin Cassidy for his support!