Signal Integration with Eloqua Guide

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Keywords: Signal, Eloqua, integration, tags, flows, connections, campaign ID, retry queue

Document ID: https://platform-support.certain.com/hc/en-us/articles/10901808925975#split1

This document is a guide to using Certain Signal to integrate with Eloqua.

Signal also integrates with other products, including Marketo and Salesforce via native integrations. Other integrations are available via Webhooks or Advanced Webhooks – see separate guides.

This product is not included with Certain Platform by default, but if you’re interested in it after reading this document, please email help@certain.com including your account name.

Contents

What is Signal? How does it work?

Prerequisites

Data-Flow Considerations

Eloqua Credentials

For you to set up a Connection in Signal (see page 6), you need to decide which of the two authentication options you will be using: OAuth2 (our recommendation) or Basic Credentials.

Overview of Setup Steps

Step | See Page | On Certain Platform

Setting up Tags What Are Tags? Tags are a way of identifying event-level data using labels you set at the account level. You can then apply those tags to generic items in events, especially custom registration statuses and custom registration properties for use in Certain Signal. (Tags can be used for other purposes as well, but this guide doesn’t cover that.) For example, your events may have several custom registration statuses in addition to the standard ones. You can apply the same Tags to more than one status, or you might choose to give each one its own Tag. When you set up a Flow in Certain Signal to send data to Eloqua when an attendee’s Registration Status changes, for example, you specify the tags applicable to those statuses, not the statuses themselves. That means the flow can apply to any event in your account.

Setting Tags Up for an Account

1. As an Administrator, go to Account Settings > Management > Tags.

2. Enter a Name and a Label for the tag.

3. Select the Object(s) to which the tag can apply; for example, ‘Registration Statuses” and/or “Custom Registration Properties”.

4. Click Add.

5. Repeat as required for as many tags as you need.

6. Important: Add enough tags to apply to all of the following that you will use in flows (see page 10):

7. Also add enough tags to apply to all of the following that you will use in filters for flows (see pg 10):

Applying Tags in an Account

In each event from which you want information to flow through Certain Signal, apply tags to the relevant information:

Default Registration Statuses

Important: Even if you don’t use any standard registration statuses, the best practice is to set up tags for all of them, but it’s essential to tag at least the ‘New’ status (which Certain uses “behind the scenes” when first processing each registration).

If you do use standard reg statuses, it’s essential that you tag them all, so that you can use them in the Flows you configure in Signal: see page 8.

Applying Tags in an Event

Custom Registration Statuses

1. In each event, go to Plan > Event Setup > Custom Statuses

2. Select at least one tag for each status.

Custom Registration Properties

1. In each event, go to Plan > Configure.

2. Under Custom Registration Properties, select at least one tag for each custom reg property in the event.

Standard Registration Properties

Attendee Types

1. In each event, go to Plan > Event Setup > Attendee Types.

2. or more Tags for each attendee type on which you may wish to filter registrations. (See Filters on page 10.)

Events

1. In each event you may wish to include in a filter (for example to ensure that only registrations for that event are passed to Eloqua):

2. Go to Plan > Event Setup > Details.

3. or more Tags for the event.

Registration Questions

1. In each event in which you use registration question to capture data from attendees, and wish to pass those answers and/or questions to Eloqua:

2. Go to Plan > Event Setup > Questions.

3. Select just one Tag for each question. (Selecting more could result in duplicate data in Eloqua.)

Recording an Event’s Campaign Name If any of your Flows in Signal will include an action to ‘Trigger Campaign’ or ‘Create/Update Contact’ (see page 13) where the campaign is set per event rather than using the same campaign for all events, then you need to set up an event question to record the Campaign Name for each event. 1. As an Administrator in Certain Platform, go to Account Settings > Management > Event Data 2. Add an Event Question, such as ‘Eloqua Campaign Name’ In each event: 3. As an Event Planner or Administrator in Certain Platform, go to Plan > Event Setup > Custom Event Data 4. Enter the Eloqua Campaign Name for that event in the custom question field.

Opening Certain Signal

When Signal is activated for your account, the Account Settings > Implementation menu—available to Administrators—includes an extra option:

Click that link to open Certain Signal in a separate window; it runs separately from Certain Platform.

Note: To return from Signal to Certain Platform at any time, click the appropriate link in the UI.

Setting up a Connection What are Connections? A Connection in Certain Signal specifies how to connect to your instance of Eloqua – your Target application. You can actually have multiple connections, perhaps to Eloqua and another application. (Other target applications are covered in separate guides.) Each Flow (see page 8) requires a Connection. Multiple flows may use the same Connection. You can set up a Connection before configuring your first Flow, but you also have the option to do so while configuring a Flow. This guide assumes you’re setting up the Connection first.

Adding a Connection

As an Administrator you may set up one or more Connections for your account. You need only do so once – you can then use them in the Flows you set up (see page 8, below).

1. Go to Account Settings > Implementation > Signal Real-Time Data Integration.

2. As noted above, Certain Signal opens in a separate window.

3. Click Connections in the left navigation panel.

4. Click Add A Connection on the Connection List page that opens.

5. Enter the details in the Connection Setup screen that opens.

as explained under ‘Eloqua Credentials’ on page 2.

6. Click Save & Test.

7. If the test is successful, click Close. If it’s not, check that the values in step 5 are all correct.

Setting Up Flows

What is a “Flow”?

The Flow List

Configuring a Flow

Best Practice: Set a new flow up as Test—and test it—before setting it to Live.

Flow Data Source

Next, specify the Source of data for the flow (optionally applying Filters). The Source of a Flow is what the Flow will watch for in your data in Certain and when it will activate, based on that data.

Available sources

You set a flow to watch for any one of the following:

Note: You can always save an incomplete Flow and complete it at a later date. As soon as a Flow is complete, it will start picking up data after the usual minute’s delay.

Activate for …

Flow Filters

Note: For custom fields you can only select “enumerated” questions – those that have pre-configured answers; that is, questions that are of types Select, Multi-select, Checkbox, or Radio.

Flow Destination

1. Give the Destination a name of your choice,

2. Select the Connection to use. Note: You can instead click New Connection to add a connection; the process to set one up is the same as described on page 5.

3. Select the action for this connection from those listed as available:

Metrics Dashboard

Account Insights

The Retry Queue

Filtering the Queue

Submitting to the Queue

Replaying a Flow

Metrics and Troubleshooting summary

Setting Up Tags (continued)

What Are Tags? (repeated)

Applying Tags in an Account (continued)

Default Registration Statuses (revisited)

Applying Tags in an Event (continued)

Custom Registration Statuses (continued)

Custom Registration Properties (continued)

Standard Registration Properties (continued)

Attendee Types (continued)

Events (continued)

Flow Filters (continued)

Flow Destination (continued)

Mappings (continued)

Campaign ID (continued)

Form (continued)

Metrics Dashboard (continued)

Account Insights (continued)

The Retry Queue (continued)

Replaying a Flow (continued)

Setting up a Connection (continued)

This completes the major sections of the Eloqua integration guide content replicated from the web page and screenshot content. All content is presented in English and organized to reflect the page’s hierarchy, preserving the details as described in the source materials.