Hi jharkness - to confirm, you have several source spreadsheets as opposed to one spreadsheet correct? When these are uploaded via sftp into Elouqua automatically, do you further segment or thats all that happens?
We have three spreadsheets, one for each of our main business units. The payment processing system is an in-house platform and we have three daily exports from it that place the files onto our SFTP server overnight. We then have an Eloqua Data Import set up to run every 24 hours that grabs the files off our SFTP server to import into Eloqua. Each spreadsheet has a slightly different set of fields, and each is mapped accordingly in their Upload.
That's how we have the automation set up right now. Once or twice a month we'll do the manual pulls of all new contact records from our payment system and upload those spreadsheets into Eloqua. Three altogether, one for each business unit. Someone then creates Shared Lists and runs those lists through Program Builder to get our new contributors subscribed to the appropriate Email Groups.
As for segmentation, each of the three automated daily upload contains fields that we use for personalization and segmentation later on. These include fields like contribution amount, contribution date, geographic info (Address, State, ZIP) and so on. We personalize and segment our emails based on these fields, but no segmentation happens immediately as part of the automated uploads.
Email Group subscription is an essential step that needs to happen before we can send any emails to these Contacts. Our segments all contain the "Subscribed to Groups" filter, it's how we manage the 30+ different newsletters we offer across all our business units and maintain CANSPAM and CASL compliance.
Hmmm - yes the challenge is creating the feeder automatically for the program once the contacts are added to Eloqua. If you have a resource that can do this through the API, you should be able to add the Contact Group as a feeder to the Program, and use the "Subscribe to Campaign" action to add the contacts to the appropriate Subscription Group in the program (sounds like it already exists).
There's info on creating groups through the API here: Eloqua API How To: Create a Contact Group and more API resources in the CODE IT section.
Yep, that's it exactly. Creating that automated feeder for our Program is the challenge here. I like the thought of using the API to create the Contact Group. The document you linked me to speaks specifically about the SOAP API, which I understand is no longer supported. Do you happen to know if the functionality we're discussing is available through the REST API now? The BULK? Either?
Thanks for the help!
Tell me if I'm missing something, but doesn't the following achieve full email group subscription automation?:
- Use data import/export (contact level) or Auto Synch (CDO level)
- Build segmentation criteria that selects any (new) contacts that fall under the above;
- Create a program feeder (OR a campaign with segment, and a 'Move to program')
- Have a "Subscribe to Campaign" step on your program canvas.
Let me know what you think.
That's correct. Adding such field in the SFTP helps you identify those contacts, as long as you make sure the update rule is correct (otherwise you could mark existing contacts as new).
As I mentioned before, an Auto Synch would also work since the SFTP data will populate the CDO created specifically for this case.