Certain EventStream Guide

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Keywords: Certain EventStream, Oracle Eloqua, EventStream Feeder, EventStream Decision

Document ID: https://platform-support.certain.com/hc/en-us/articles/10901238575127-Certain-EventStream-Guide#split1

Certain EventStream – Quick Guide

This document is a brief guide to installing and using Certain EventStream. This native application sits in Oracle Eloqua, and enables you to manage all of your events and event campaigns from within your instance of Oracle Eloqua.

Videos: To watch the EventStream training videos in Certain University, go to Help and Support > Support > Certain University > .

Contents

Prerequisites

Before installing EventStream

1. You are an Oracle Eloqua customer.

2. You have purchased EventStream as part of your Certain bundle.

3. You have given Certain your Eloqua ‘Client Name’.

4. Certain enables EventStream in your Certain account, and makes it possible for you to download the app.

5. (For sub-accounts, an administrator can then enable EventStream by going to Account Settings > Implementation > Products > Integration, and selecting EventStream Module.)

6. Certain gives you the Installation URL from which you install EventStream in your instance of Eloqua.

The URL is in a format like this: https:// .eloqua.com/Apps/Cloud/Admin/Catalog/Add/.........................................................

Before using EventStream

Installation

Setting Up an Eloqua User

When you configure EventStream in the steps below, you’ll specify one Eloqua User to be the EventStream user.

This instruction refers to Eloqua Setup under Configuring EventStream.

Recommended: Although you could select any existing Eloqua user, we recommend setting up a separate Eloqua user for this purpose.

This recommendation helps make obvious the source of Eloqua records coming from Certain.

For example, set the First Name “Certain” and the Last Name “Integration”.

Password: We also recommend setting the user’s password to 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’ll specify the Certain user to connect with EventStream.

This instruction refers to Certain Setup under Configuring EventStream.

This user must have API Access. An administrator sets that for a user on Account Settings > Administration > Users.

Installing EventStream in Eloqua

You only need to do this once.

1. Log in to Eloqua as the user you have set up to be your EventStream user. 2. In the same browser, go to the installation URL that Certain has given you. This instruction refers to the Prerequisite above. 3. Click Accept and Install in the window that opens. 4. You can now go ahead and configure EventStream, as described below.

Configuring EventStream

1. In Eloqua, click the gear icon to go to the administration area. 2. Under Platform Extensions, click A pps to go to the App Cloud Catalog. 3. Click EventStream in your list of installed apps. 4. Click the gear icon (at the upper right) to go to the admin page. You’ll be on the first tab, “ Connections ”, which has two columns. The left column is “ Certain Setup ”. The right column is “ Eloqua Setup ”. 5. Enter the details as follows.

Certain Setup

Examples: “app.certain.com” or “events.yourcompany.com”

Click Test Connection & Get Accounts.

The list of accounts displayed is all those available to the specified Certain user. These accounts include their “root account” and all its sub-accounts (if any). If you'd like to restrict access to just one account, select it here.

Eloqua Setup

Click Test Connection.

8. Click Complete Installation

Adding Access Groups

Once you’ve created the connection, you need to add access groups.

Click the Groups tab on the EventStream configuration page.

This instruction refers to AppCloud Catalog > EventStream.

1. Click Add New Group. 2. Name your access group. This is “ My Access Group ” in the example below. 3. Click Sub-Accounts, and select the Certain sub- account(s) you’ll be using. 4. Click Users, and select the Certain user(s) to have access. 5. Click Campaigns, and select the Eloqua campaign to use in this app. 6. Click Event Fields, and select the event fields to use. You can also rename any of them by changing the Title and choosing whether they are Required or Read-Only. 7. If you haven’t entered the Name of the new group, as we did in step 2, do so now and Save.

The list of groups now includes that 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:

1. In Eloqua, click the cloud menu icon, which floats in the upper right corner of many pages. 2. Click EventStream in the list of apps installed in your instance of Eloqua. 3. The default account is selected. 4. To work in a different sub-account, select it in the list.

Creating an Event

To create an event in Eloqua:

1. Select the account to create the event. 2. Click Create Event. 3. The Details panel opens. 4. 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.

5. Select or enter details in the fields shown, where most selections are type-ahead.

> Note: When you are editing an event rather than creating one, these are live fields from Certain. > If you edit them here, they are updated in Certain, and vice versa.

6. Enter the following fields:

This is not only for internal use.

You can use it in Eloqua emails, for example.

> Note: You can use HTML tags in the text.

> Note: You can select or add a location. > This is at the account level in Certain. > If you edit details here they apply to all Certain events in the same account that use that Location.

7. Click Create. 8. 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 ’ ve created in EventStream:

1. Open EventStream. 2. Select the sub- account, if the event isn’t in the default account. 3. Select the event. (You can ** for the event to save scrolling through a long list.) 4. Click the Status tab. 5. You see the following Pie charts. Hover over a segment for details (such as number and percentage).

a. Registrations by Registration Status. b. Registrations by Attendee Type. c. Registrat ion Completion (number “Complete” vs. “Incomplete”).

Launching a Campaign

Note: You first need to have configured campaigns to be used for EventStream.

For example:

See how to use the EventStream Feeder and EventStream Decision elements in your campaigns.

EventStream makes it possible to launch Eloqua campaigns for events you’ve created in EventStream.

To take advantage of this major benefit:

1. Open EventStream. 2. Select the sub- account if the event isn’t in the default account. (You can ** for the event to save scrolling through a long list) 3. Select the event. 4. Click the Campaigns tab. 5. 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

An EventStream Feeder pulls registrants’ records from Certain and loads them into Eloqua.

This creates new contacts if they don’t 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:

1. Add an EventStream Feeder to a campaign canvas 2. Give the step a Name and click the pencil icon to configure it. 3. Edit the fields as necessary: a. Sub-Account b. Event c. Registration Status d. Attendee Type (Note: You must enter a Status or a Type, but you can enter both.) e. Check Frequency 4. Click Save

The History button displays the history of this feeder. You can within a date range and restrict the records to successes or errors. For each one, it shows you the Date, Status, Records, and Details.

EventStream Decision

An EventStream Decision element enables you to route contacts to different paths in your Eloqua campaigns using real-time data from Certain.

To configure one:

1. Add an EventStream Decision to a campaign canvas. 2. Give the Step a Name and click the pencil icon to configure it. 3. Edit the fields as necessary. These are the same as for the EventStream Feeder, but with Path instead of Check Frequency.

a. Sub-Account b. Event c. Registration Status d. Attendee Type (As for the feeder, y ou must enter a Status or a Type, but you can enter both.) e. Path: Select Yes or No.

4. Click Save.

Campaign Canvas

Using the “Upcoming Events” Content Element

To insert a dynamic list of upcoming events from Certain into an Eloqua email or landing page:

1. Open the email or landing page in Eloqua.

2. Click Cloud Content on the left

3. Drag the Upcoming Events element into place, and drag the corners to resize as necessary.

4. Double-click it to configure it:

The email or landing page will include the number of upcoming events from Certain, listed in date order.