Videos
To watch the EventStream training videos in Certain University, go to Help and Support > Support > Certain University > EventStream Course.
Contents
- Prerequisites
- Installation
- Setting Up an Eloqua User
- Setting Up a Certain User
- Installing EventStream in Eloqua
- Configuring EventStream
- Adding Access Groups
- Using EventStream
- Opening EventStream
- Creating an Event
- Using the Status Page
- Launching a Campaign
- Using EventStream Decision and Feeder Elements
- Using the “Upcoming Events” Content Element
Prerequisites
Before installing EventStream, you are an Oracle Eloqua customer.
Before installing EventStream, you have purchased EventStream as part of your Certain bundle.
Before installing EventStream, you have given Certain your Eloqua “Client Name.”
Certain enables EventStream in your Certain account and makes it possible for you to download the app.
For sub-accounts, an administrator can enable EventStream by going to Account Settings > Implementation > Products > Integration and selecting EventStream Module.
Certain provides the Installation URL from which you install EventStream in your Eloqua instance.
The Installation URL is in a format like this: https://<your-domain>.eloqua.com/Apps/Cloud/Admin/Catalog/Add/.........................................................
Before using EventStream, set up one or more Event Templates in your Certain account, if the account does not already have any.
Installation
Setting Up an Eloqua User
When you configure EventStream, you will specify one Eloqua User to be the EventStream user. This is described in Eloqua Setup under Configuring EventStream.
Recommended: Although you could select any existing Eloqua user, you should set up a separate Eloqua user for this purpose. This makes the source of Eloqua records coming from Certain obvious.
For example, you could set the First Name to “Certain” and the Last Name to “Integration” when configuring this user in Eloqua.
Password: It is recommended that the user’s password does not expire.
Security Group: Ideally select “Custom Administrator” to ensure sufficient permissions. If you use custom security groups you should ask Certain for assistance.
Setting Up a Certain User
In the steps below you will specify the Certain user to connect with EventStream.
This user must have API Access.
An administrator sets API Access for a user on Account Settings > Administration > Users.
Installing EventStream in Eloqua
You only need to perform this once.
Log in to Eloqua as the user you have set up to be your EventStream user.
In the same browser, go to the installation URL that Certain has given you (see Prerequisite above).
Click Accept and Install in the window that opens.
You can now go ahead and configure EventStream, as described below.
Configuring EventStream
In Eloqua, click the gear icon to go to the administration area.
Under Platform Extensions, click Apps to go to the App Cloud Catalog.
Click EventStream in your list of installed apps.
Click the gear icon (at the upper right) to go to the admin page.
You will be on the first tab, “Connections,” which has two columns: “Certain Setup” on the left and “Eloqua Setup” on the right.
Enter the details as follows:
Certain Setup
- Certain Domain — The domain via which you access Certain, without the HTTPS:// prefix. Examples: “app.certain.com” or “events.yourcompany.com”
- Certain Username — This user’s permissions must include API access.
- Certain Password — That user’s password
Click Test Connection & Get Accounts. The list of accounts displayed is all those available to the specified Certain user; that is, their “root account” and all its sub-accounts (if any). If you would like to restrict access to just one account, select it here.
Eloqua Setup
- Eloqua Company Name
- Eloqua Username
- Eloqua Password
Click Test Connection. Click Complete Installation.
Adding Access Groups
After creating the connection, you need to add access groups.
Click the Groups tab on the EventStream configuration page. (AppCloud Catalog > EventStream > .)
Click Add New Group.
Name your access group. This is “My Access Group” in the example.
Click Sub-Accounts and select the Certain sub-account(s) you will be using.
Click Users and select the Certain user(s) to have access.
Click Campaigns and select the Eloqua campaign to use in this app.
Click Event Fields and select the event fields to use.
You can rename any field by changing the Title and choosing whether it is Required or Read-Only.
If you have not entered the name of the new group in step 2, enter it now and Save.
The list of groups now includes the new group.
You can click the pencil icon to edit it or the black cross to delete it.
Your Eloqua user can now use the Event Stream app as described below.
Using EventStream
Opening EventStream
To open EventStream:
- In Eloqua, click the cloud menu icon, which floats in the upper right corner of many pages.
- Click EventStream in the list of apps installed in your Eloqua instance.
- The default account is selected.
- To work in a different sub-account, select it in the list.
Creating an Event
To create an event in Eloqua:
- Open EventStream.
- Select the account to create the event.
- Click Create Event.
- The Details panel opens.
- Select the event Template to use. The list is determined by the sub-account selected.
- Note: Template events must already be set up in Certain.
- Select or enter details in the fields shown, where most selections are type-ahead.
- Event Name
- Start Date and Time
- End Date and Time
- Time Zone
- Description
- Location
- Note: You can use HTML tags in the text.
- Click Create.
- Additional fields are shown, depending on the template selected, with values prefilled based on the event template.
- Example: the Registration Form URL, which you might want to copy.
Using the Status Page
To see information about an event you have created in EventStream:
- Open EventStream.
- Select the sub-account, if the event is not in the default account.
- Select the event.
- Click the Status tab.
- You will see pie charts and details such as Registrations by Registration Status, Registrations by Attendee Type, and Registration Completion (Complete vs Incomplete).
Launching a Campaign
Note: You first need to configure campaigns to be used for EventStream.
For example: “Four-Step Invite Flow” and “Follow-Up Campaign.”
EventStream enables you to launch Eloqua campaigns for events you created in EventStream.
To use this capability:
- Open EventStream.
- Select the sub-account, if the event is not in the default account.
- Select the event.
- Click the Campaigns tab.
- Click Launch next to the campaign to launch.
Using EventStream Decision and Feeder Elements
EventStream adds two elements you can use as steps in campaigns:
- EventStream Feeder
- EventStream Decision
EventStream Feeder
An EventStream Feeder pulls registrants’ records from Certain and loads them into Eloqua.
This creates new contacts if they do not already exist in Eloqua and updates any that do.
They are then part of the flow of this campaign.
To configure an EventStream Feeder element:
- Add an EventStream Feeder to a campaign canvas.
- Give the step a Name and click the pencil icon to configure it.
- Edit the fields as necessary: Sub-Account, Event, Registration Status, Attendee Type, Check Frequency.
- Note: You must enter a Status or a Type, but you can enter both.
- Click Save.
- The History button displays the history of this feeder.
- You can filter by a date range and restrict the records to successes or errors.
- For each entry, it shows the Date, Status, Records, and Details.
EventStream Decision
An EventStream Decision element enables you to route contacts to different paths in Eloqua campaigns using real-time data from Certain.
To configure one:
- Add an EventStream Decision to a campaign canvas.
- Give the Step a Name and click the pencil icon to configure it.
- Edit the fields as necessary; these are the same as for the Feeder, but with Path instead of Check Frequency.
- Sub-Account
- Event
- Registration Status
- Attendee Type
- Path: Select Yes or No
- Click Save.
Campaign Canvas
(Images illustrate the dynamic flow and configuration steps.)
Using the “Upcoming Events” Content Element
To insert a dynamic list of upcoming events from Certain into an Eloqua email or landing page:
- Open the email or landing page in Eloqua.
- Click Cloud Content on the left.
- Drag the Upcoming Events element into place and resize as necessary.
- Double-click the element to configure it:
- Choose the Sub-Account
- Choose how many events to include
- The email or landing page will include the number of upcoming events from Certain, listed in date order.
Opening EventStream
To open EventStream:
- Open EventStream in Eloqua.
- Select the sub-account if the event is not in the default account.
- Select the event (you can search for the event to save scrolling through a long list).
- Click the Status tab.
- You will see pie charts and details.
Creating an Event
To create an event in Eloqua:
- Open EventStream.
- Select the account to create the event.
- Click Create Event.
- The Details panel opens.
Using the Status Page
To see information about an event you’ve created in EventStream:
- Open EventStream.
- Select the sub-account if the event isn’t in the default account.
- Select the event.
- Click the Status tab.
- You will see pie charts showing registrations by status, attendee type, and completion status.
Launching a Campaign
Note: You first need to configure campaigns to be used for EventStream.
EventStream makes it possible to launch Eloqua campaigns for events you’ve created in EventStream.
To launch a campaign:
- Open EventStream.
- Select the sub-account if the event isn’t in the default account.
- Select the event.
- Click the Campaigns tab.
- Click Launch next to the campaign to launch.
Using EventStream Decision and Feeder Elements
EventStream adds two elements you can use as steps in your campaigns:
- EventStream Feeder
- EventStream Decision
EventStream Feeder
An EventStream Feeder pulls registrants’ records from Certain and loads them into Eloqua.
They are then part of the flow of this campaign.
To configure an EventStream Feeder:
- Add an EventStream Feeder to a campaign canvas.
- Give the step a Name and click the pencil icon to configure it.
- Edit the fields as necessary: Sub-Account, Event, Registration Status, Attendee Type, Check Frequency.
- Click Save.
- The History button displays the history of this feeder.
EventStream Decision
An EventStream Decision enables routing of contacts to different paths in Eloqua campaigns using real-time data from Certain.
To configure an EventStream Decision:
- Add an EventStream Decision to a campaign canvas.
- Give the Step a Name and click the pencil icon to configure it.
- Edit the fields as necessary (same as Feeder but with Path).
- Save.
Using the Upcoming Events Content Element
To insert a dynamic list of upcoming events from Certain into an Eloqua email or landing page:
- Open the email or landing page in Eloqua.
- Click Cloud Content on the left.
- Drag the Upcoming Events element into place.
- Double-click to configure it:
- Choose the Sub-Account
- Choose how many events to include
- The email or landing page will include the number of upcoming events from Certain, listed in date order.
Using EventStream in a Campaign
- Opening EventStream
- Creating an Event
- Using the Status Page
- Launching a Campaign
- Using EventStream Decision and Feeder Elements
- Using the Upcoming Events Content Element