Contacts (and associated accounts) are used as the primary building blocks for segments. Contact information can be derived from email responses or form submissions, from website visits, event registrations or via external (non-Eloqua) activities. Contact activities are categorized and searchable in Eloqua using a

Unique Identifier

field. The most common unique identifier is the contact's email address, however it is also possible to have contacts in your Eloqua database that do not have an associated email address. Learn more about

adding contacts without an email address .

Eloqua has two different types of standard data entities:

Contacts: Individuals whose data is stored in the Eloqua database,

Accounts: Records about accounts (sometimes referred to as

Companies

), each of which has affiliated contacts.

2 Creating contacts

You can create a record for a single contact in your marketing database by entering the contact's data in the

New Contact

window (as outlined below), or you can upload data for multiple contacts at once using the

contact upload wizard

To add a single contact:

1. Navigate to Audience

, then click Contacts.

2. Click New.

3. Under the

Field Details

tab, select a contact view option from the drop-down list in the upper-left corner of the window.

Note: Contact views can be created and edited by an administrator. Learn more about creating contact views .

4. Enter the values for each field in the view, then click Create. The fields to configure vary depending on the selected contact view.

The new contact is added to Eloqua.

5. (Optional) You can also click the other tabs in the window to check or add information for this contact. Learn more about

these other tabs

6. Click Save to update the contact record with the new information.

Notes:

You may not be able to enter data in some fields (for example,

Date Created

and

Date Modified

) because the values are drawn from system functions.

If values are entered in a Date/Time or Numeric field (according to data type), then the format of the values entered must correspond to the allowable formats set in your application.

Furthermore, the value will be changed in the field to the default format used in the database (for example, for a Date/Time: yyyy-MM-dd HH:mm:ss, with HH:mm:ss set to "00:00:00" if no values are entered). Contact your Customer Administrator if you need more information.

3 Uploading contacts

You can use an upload file to make the following types of updates to your contact database:

Add or update contacts

Change email addresses

Unsubscribe contacts from lists

Identify contacts with hard bouncebacks

Delete contacts

Tip: To schedule an import or to import from a file stored on an SSH File Transfer Protocol

(SFTP) server, you can use the data import tool. See Importing contacts or accounts for more information.

Learn more by watching the video

Before you begin:

Create your upload file (.txt, .csv, .xls, .xlsx). The upload file should only contain the contacts that you want to update or delete. For example, if you are uploading a list of bouncebacks, don't include contacts that are not bouncebacks.

Separate contact fields in a .csv or .txt file using a comma (,), pipe (|), or semi-colon (;).

The first row of the file must be column headings. Oracle Eloqua will attempt to map the headings to existing contact fields.

If you are adding or updating contacts, make sure that you can map the data in your upload file to contact fields in Oracle Eloqua. Use similar naming conventions in your upload file to make this mapping easier.

Make sure that contacts in your upload file have a unique identifier (such as an email address).

To upload multiple contacts using the contact upload wizard:

1. Navigate to Audience

, then click Contacts.

2. Click Upload.

3. Complete the information about the upload. You'll want to be sure to click the correct type of upload from the Import Purpose drop-down list.

4. Click and browse to the upload file.

The upload wizard continues to step 2.

5. Verify the contents of the file on the Review tab and click Next Step.

6. Complete the Map Fields window.

If you are adding or updating contacts, make sure you map all the data in your upload file to the applicable contact field.

Also, make sure that you select when you want the contact fields to update using the All

Fields Update Type drop-down list. For example, update the field if it is blank or not blank. Using Set to default will use the default configuration for each field. If a specific field should be updated differently than the rest, you can double-click the field and configure the update type for that specific field.

7. Click Next Step.

8. Complete the final step of the wizard.

If you are adding or updating contacts, you can place them into a shared list using the

Place Contacts into a Shared Contact List check box.

9. Click Finish.

Troubleshooting

You might notice that some of the data from the upload file did not make it to the contact record. There can be a few reasons why this may happen:

In step 3 of the wizard, you can change when to update contact fields. For example, to only update the contact field if it is blank or to always update the field. Check to make sure you've selected the desired setting.

If you selected the Set to default update type, this will use the default update method configured by your administrator (

Settings > Manage Fields and Views

). So, if you have unexpected upload results, consult your administrator on this default setting or upload the contacts again using a different update type. In the case where the upload used Set to default, and the field is setup to use Update if new email address, Oracle Eloqua will actually use the

Update if new value is not blank setting. See Contact fields for more information.

If a contact was recently updated by your CRM system, a manual upload might not update the contact record. This is because a manual upload usually has a lower data priority when compared to some other sources of contact data. An administrator can change the priority of manual uploads from

Settings > Integrations

. See this knowledge base article for more help.

4 Copying contacts

When you are creating a new contact record, you may find that is easier to make a copy of an existing contact, then modify or add information for the new contact as needed.

Example: If a new contact works for the same company as an existing contact, and has a similar address, phone number, email address, or any other contact field values, it might be useful to copy and modify an existing contact record.

To make a copy of a contact:

1. Navigate to Audience

, then click Contacts.

2. Type a string of letters or numbers corresponding with a contact's

First Name

Last Name

, or

Email Address

contact field values into the

Search

bar in the upper-right corner. This search is not case-sensitive.

3. Select a contact from the search results, then do one of the following:

Single-click the contact, then click Copy in the upper-right corner.

Right-click on the contact, then select Copy.

The

New Contact

configuration window opens with the

Field Details

tab selected. The contact fields are populated with the information from the contact record that you copied, but the

Email

Address

field is left blank.

Note: You must have a unique

Email Address

for each contact.

Edit

the field values as required, then click Create.

The new contact is added to your Eloqua database.

5 Editing contacts

Eloqua allows you to edit the records for existing contacts. You can add, remove, or change information to keep your contact records accurate and up-to-date.

To edit a contact:

1. Navigate to Audience

, then click Contacts.

2. Type a string of letters or numbers corresponding with a contact's

First Name

Last Name

, or

Email Address

field values into the

Search

bar in the upper-right corner. This search is not casesensitive.

3. Select a contact from the search results. Then, do one of the following:

Double-click the contact.

Right-click the contact, then select Open.

The

Edit Contact

configuration window opens with the

Summary

tab selected. This tab includes static information, namely the contact's recent activity, whether they have subscribed globally to emails from your company, the validity of their email address, their physical address and sales information (if applicable).

4. Click the

Field Details

tab to edit the contact's information. The fields to configure vary depending on the selected contact view.

5. (Optional) Select a contact view option from the drop-down list in the upper-left corner of the window.

Note: Contact views can be created and edited by an Administrator. Learn more about creating contact views .

6. Click the

Preferences

tab to modify the contact's email preferences.

From this tab, you can change the contact's email subscription settings, reset the status on the email address entered for the contact, and change the format in which the contact receives emails (Rich HTML or Text Only).

7. Click Save when you have finished making your changes.

The contact record is updated with your changes.

6 Updating a contact's subscription status or hard bounceback status

You can update a contact's subscription settings (global subscription or email group) or reset a hard bounceback status using the contact record.

Important: When a Oracle Eloqua receives a hard bounceback, the contact's email address is marked as invalid and you can no longer send emails to the contact. Be sure to verify that an email address is valid before resetting the bounceback status. Continuing to send emails to hard bouncebacks can impact your sender reputation and overall deliverability.

If you need to update a group of contacts, refer to the following topics instead:

To update the subscription status, use the contact upload wizard or the data import tool . To compare these methods, see Importing or exporting contacts or accounts .

To reset the hard bounceback status for a group of contacts, use a shared contact list .

To programmatically update subscription preferences, use the program canvas or program builder

To update a contact's subscription or email status:

1. Navigate to Audience

, then click Contacts.

2. Open the contact you want to update.

3. Click the Preferences tab.

4. Choose an option:

Option Steps

To change the contact's global subscription status Click Unsubscribe or Subscribe.

To change the contact's email group membership i. In the right pane, right-click the email group.

To reset a contact's hard bounceback status ii. Click Subscribe or Unsubscribe.

Click Reset Status.

5. Click Save.

7 Flagging contacts to receive plain-text emails

With Eloqua, you can flag contacts to ensure that they always receive the plain-text version of emails.

To flag a contact to receive plain-text emails:

1. Navigate to Audience

, then click Contacts.

2. Type a string of letters or numbers corresponding with a contact's

First Name

Last Name

, or

Email Address

field values into the

Search

bar in the upper-right corner. This search is not casesensitive.

3. Select a contact from the search results. Then, do one of the following:

Double-click the contact.

Right-click the contact, then select Open.

The

Edit Contact

configuration window opens with the

Summary

tab selected.

4. Click on the Preferences tab to modify the contact's email preferences.

5. Click Send Text Only to flag the contact to receive only plain-text emails.

The Send Text Only button changes to

Send Full HTML

. You can click this button again to set the contact to receive Rich-Text HTML emails.

6. Click Save to save the change.

The contact will only receive plain-text emails unless configured otherwise.

8 Deleting contacts

Maintaining a healthy contact database is an important part of your marketing success. Some candidates for deletion might include:

Contacts with hard bouncebacks

Contacts that have unsubscribed from receiving any email from you

Contacts deleted from your CRM system

Contacts with a low lead score who are not prospects

After you delete a contact record from the database, some information is retrained from the contact record indefinitely. If the contact then re-engages your organization, Oracle Eloqua will restore that information to the new contact record.

Find out more about what is retained and restored .

Note: If the contact you're deleting also exists in your CRM, you must ensure your CRM is up to date. Otherwise, the contact will be recreated in Oracle Eloqua when there is an autosynch.

Any custom objects populated by autosynchs will also be recreated.

Find out more about what is retained and restored .

You can delete a single contact record or delete a batch of contacts.

8.1 Identifying contacts to delete

A good way to identify the contacts you want to delete is by using a segment. You can build the segment to target those contacts you want to delete (based on implicit or explicit contact information).

You then export that segment and use it to delete the contacts from your database.

Exporting segment contacts for more information.

Tip: Consider how you can use filters to track and measure user inactivity. For example, you can use

Not Opened Any Emails

Globally Unsubscribed

, and

Not Visited Any Landing Pages

filters. These are only some of your options. Determine to what extent of inactivity justifies deleting a contact, and then set your filter criteria accordingly.

Alternatively, you can use the export tool to export contacts using a contact list or segment. This tool has some additional features, like scheduling and support for exporting to a SSH File Transfer Protocol

(SFTP) server.See

Exporting contacts or accounts for more information.

Deleting a single contact record

To delete a single contact:

1. Navigate to Audience

, then click Contacts.

2. Search for the contact you want to delete.

3. Select a contact from the search results and click Delete.

Deleting multiple contacts

Before you begin:

Create your upload file (.txt, .csv, .xls, .xlsx). The upload file should only contain the contacts that you want to delete. You can create this file by using the methods mentioned in

Identifying contacts to delete

If you are using a ,txt file, you can separate contact fields using a tab, comma (,), pipe (|), or semi-colon (;).

Make sure that contacts in your upload file have a unique identifier (such as an email address).

To delete multiple contacts:

1. Navigate to Audience

, then click Contacts.

2. Click Upload.

3. Click Delete contacts from the Import Purpose drop-down list.

4. Click and browse to the upload file.

The wizard continues to step 2.

5. Verify the contents of the file on the Review tab and click Next Step.

6. Select the fields to use to match contacts in your upload file with the contacts in your database.

7. Click Next Step.

8. Complete the final step of the wizard.

9. Click Finish.

9 Understanding what contact data Oracle

Eloqua retains and restores

After you

delete a contact , Oracle Eloqua keeps the following information from the contact record

indefinitely:

Global subscription status

Email address status (i.e. identifying whether the email address is valid or bounced back)

Bounceback history

For reporting purposes, any previous activity associated with the deleted contact is still available from

Insight. Any custom object records remain in the database, but Oracle Eloqua removes the linkage to the contact record.

In addition, an Oracle Eloqua cookie remains active on the contact's computer or device until there is 4 months of inactivity.

About restoring a contact

If a deleted contact re-engages your organization (for example, by submitting a form), Oracle Eloqua creates a new contact record and restores the following information:

Information from the original contact record:

Global subscription status

Email address status

Bounceback history

Information from the cookie, if it is active:

Email sends, opens, and click-throughs

Form submissions

Web visits

Referrers

Content tags

Query strings

If the contact had previously globally unsubscribed or had an email status of

Bounceback

, you must reset the contact's subscription and email status before you can re-engage the contact. See

Editing contacts

for more information.

Oracle Eloqua does not retain or restore any other information from the original contact record. So,

Oracle Eloqua does not restore the following information:

Shared list membership

Subscription group membership

Program membership history, like entries, exists, program paths

PURL names - a new PURL name is created

Custom object record linkages

Date stamp values - for example, the contact's creation date is reset

Contacts restored from an CRM autosync

If the contact record is re-created via CRM autosynchs , any synchronized contact fields are repopulated from the CRM database. The autosyncs will not restore any fields populated by Oracle

Eloqua. For example, form processing update rules are not re-populated. Any custom object records created by autosynchs are re-created, unless populated in an Oracle Eloqua field.

10 Searching and viewing contact records

Each contact in Eloqua has a record providing their personal details and information on their preferences and activities. Eloqua allows you to search for contacts and view their information in the

Contacts

section of the application.

To search for and view a contact record:

1. Navigate to Audience

, then click Contacts.

2. Type a string of letters or numbers corresponding with a contact's

First Name

Last Name

, or

Email Address

field values into the

Search

bar in the upper-right corner. This search is not casesensitive.

3. Select a contact from the search results. Then, do one of the following:

Double-click the contact.

Right-click the contact, then select Open.

The

Edit Contact

configuration window opens with the

Summary

tab selected.

This window has a number of different tabs that can provide you with information about the contact. The following is a description of the information provided in each of these tabs:

Summary: This tab includes static information, namely the contact's recent activity, whether they have subscribed globally to emails from your company, the validity of their email address, their physical address and sales information (if applicable).

Field Details: This tab provides the contact's personal information. You can change the view option if needed by choosing from the drop-down list in the upper left-hand corner of the tab, each view shows specific information fields.

Note: Views can be created and edited by an Administrator in the

Views

tab by navigating to Settings > Setup > Fields & Views). Learn more about creating contact views .

Preferences: This tab shows the contact's email preferences, the contact's email subscription settings, the status on the email address entered for the contact, and the format in which the contact receives emails (Rich HTML or Text Only).

Campaigns: This tab shows the campaigns in which this contact has been included and displays detailed information on the contact's campaign activity. It can be narrowed down to a particular time frame using the calendar drop-downs.

Activity Log: This tab shows the activity history for this contact, it displays detailed information on the contact's email activity, and can be narrowed down to a particular time frame using the calendar drop-downs.

Scoring: This tab shows lead scoring information for this contact. Learn more about lead scoring .

Linked Records: This tab shows linked custom objects and custom object records for this contact. Learn more about Learn more about custom objects .

Note: Contact activity can also be viewed in a graphical format using Eloqua Profiler. To view the contact record in Profiler, right-click the contact on the

Contact Overview

page and select Launch in Profiler, or with the contact record open to the summary tab, click

Launch in Profiler, the contact record opens in Profiler. Learn more about Profiler .

4. When you are finished viewing the record, click Cancel to close the window.

11 Linking contacts with website visitors

You can manually link website visitors with contacts in your database.

Note: You will require a published web page (such as a landing page) with Eloqua tracking enabled. See Eloqua asynchronous tracking scripts and microsites for more information on website tracking.

To manually link a contact with a website visitor:

1. Navigate to Assets

> Website Setup, then click Tracking.

2. Click View Current Website Viewers in left panel.

The

Current Clickstream

opens in the right panel, displaying a list of any recent visitors to web pages that have tracking enabled in Eloqua.

3. Click the drop-down arrow next to a visitor, then click View Visitor Profile.

The

Visitor Details

menu opens in a new window.

4. Click Linked Data in the upper-right corner of the window, then click Linked Contact.

If the visitor is not already linked to a contact, a message will say this on the

Visitor Details

page.

5. Click Search.

The

Find Contact

search window opens.

6. Select a search type. Your options are:

Quick Search: Type a string of letters or numbers corresponding with a contact's field values into the

Search Value

field, then click Search. For example, search using a contact's

First Name

Last Name

, or

Email Address

Advanced Search: Select a specific field from the

Contact Field

drop-down, then select whether the search

Is

Is Not Equal To

Between

the search criteria values. Then type the criteria into the

Search Value

field, and click Search for Contacts.

7. Locate the desired contact from the search results, click the drop-down arrow next to that contact, then click Select This Record.

The visitor information is linked with the selected contact record. If you

search for the contact profile

in the

Contacts Overview

, and open the

Edit Contact

configuration window, you can then see the website visit is added as recent activity under the

Summary

tab.

12 Profile confusion

Profile confusion

is actually not an issue that is specific to Eloqua itself. It is based on the general limitations that come with tracking implicit visitor information on the internet. The contact's form activity history (captured in the contact record activity log) and the actual data that is entered in the form (which is captured via the form submission itself) are referencing two completely different tables.

12.0.1 Contact form activity

A contact's form activity (and other web based activity) is pulled from the visitor/profile table, which is referred to as "implicit" data. It implies or assumes that the current cookie profile that is tied to a user's most recent web session should be linked to the matching contact record if a record already exists.

So, if the current cookie profile (on my local computer) is '[email protected]', and I submit a form, Eloqua will assume that my activity should be tied to the matching contact record

([email protected]), regardless of what email address I entered in the form submission.

When the form gets submitted, Eloqua will do a look-up for that email address on the contact table, and if the record is found, a profile-to-contact linkage will generally be made.

Now, if I should submit the same form again, but this time with a different email address (i.e.

[email protected]) and without clearing my browser cookies first, the activity will still be associated to my original contact record ([email protected]) instead of the newly created contact record ([email protected]). This is because the former contact record is what matches my current browser profile, which to this point, has not been changed or cleared from the browser. It is important to note that a profile-to-contact linkage works on a 'one-to-many' relationship: A contact can have multiple profile associations, but a single profile can be linked to only one contact.

1. First Form submission with email address '[email protected]' is linked to the

'@eloqua' contact record:

2. Second Form submission with email '[email protected]' is linked to the same

'@eloqua' contact record:

3. The newly created '@gmail' contact record has no Profile linkage, and therefore, no form submission activity:

12.0.2 Form submission data

The data in the

Form Submission Data

report, on the other hand, is captured from the form itself, which is referred to as 'explicit' data - the data that is provided to Eloqua explicitly by the contact or visitor, captured through the form fields. Taking the same example noted above: We confirmed that after submitting the same form a second time with the '[email protected]' address, the activity would still get linked to the '[email protected]' contact record. If you look at the

Form

Submission Data

report, however, you would see the '[email protected]' address in the report table, not '[email protected]'. This is because the form data is explicit information

that was provided to us in the form by the contact directly. The

Form Submission Data

will include ALL form submissions in the report, regardless of the profile association.

1. First Form submission with email address '[email protected]':

2. Second Form submission with email address '[email protected]':

In summary, the Visitor Table (in this case the Form Activities log) should not be confused with the

'Contact' or 'Form Data' tables.

12.0.3 How does profiling work?

Profile data is pulled from the visitor's cookie information, in the case of a form submission, the Eloqua cookie will pull the aggregated visitor/profile information from the current session, and will then attempt to associate that profile to a contact record. If the current cookie session is associated to a different profile or if the browser cookies are disabled, it will mean one of two things:

1. In the case of former, the form activity is linked to a different contact record.

2. In the case of the latter, no profile association is made whatsoever.

Given the former scenario, it is possible that the form activity could be associated to a different contact record, if the look-up finds an existing email address that matches the current profile. This often happens when the form submitter has more than one Eloqua contact record or is testing with multiple email addresses. To get around this, the user would need to clear their browser cookies completely and start a new session. Alternatively, they could run multiple browsers with different cookie profiles (one browser for each profile).

12.0.4 Why is my contact missing profile activity?

There are a number of reasons why you may not see form activity (or other types of Profile related activity) in the Contact Activities log:

1. The visitor (who submits the form) may be associated to a profile that does not match the email address. In other words, the aggregated email address from the cookie profile may be different from the email address that was actually submitted in the form.

For example:

The contact or visitor may submit the form with their personal email address, but the cookie session is associated to their work address. This can happen when two or more users share the same computer

The contact or visitor may be submitting the form on behalf of another person or is submitting back to back forms with different email addresses.

The contact or visitor has more than one Eloqua contact record and/or is testing with multiple email addresses.

2. The visitor could have their browser cookies or javascript disabled, in which case no profile information can be tracked whatsoever. It is also possible that the user's company laptop could have other custom security restrictions that prevent cookie tracking.

13 Contacts without an email address

With Eloqua you can create and update contacts without an email address by using an alternative unique match identifier. It is important to note that while you can have contacts without an email address, you must ensure that the identifier that you use is unique to that contact.

Important: This feature is currently released under our Controlled Availability program. To request access to this feature, please log in to My Oracle Support (http://support.oracle.com) and create a service request.

13.1 Contacts without an email address frequently asked questions

Will this be available to all trims?

Yes, this is available to customers on all trims (Basic, Standard, Enterprise).

Will this feature be enabled by default for my Eloqua instance?

No. Please speak with your account director for more information, as enabling this capability may have implications to your current CRM integration and Eloqua subscription. Once completed, you can log a

Service Request ("SR") with Eloqua Product Support via My Oracle Support ( support.oracle.com

Will contacts with no email address count against my contact band limit?

Yes. Since the primary use case for storing contacts with no email address in Eloqua is execution through a variety of non-email channels enabled through the AppCloud (SMS, Direct Mail, and so on), they are still actionable and marketable.

What happens if I use CRM ID as my unique identifier and my input file has duplicate CRM IDs?

As long as there are no duplicate CRM IDs assigned to your contacts, during upload the system will try to deduplicate the duplicate rows and update the corresponding contact record.

What happens if I choose to uniquely match on first name, but there are multiple contacts that have the same first name?

The data being updated will be rejected and not processed since you've violated your uniqueness constraint.

Is there a way to globally set a unique identifier versus picking it each time?

No, currently you are required to specify your unique ID each time you update data in the database whether it is through a list upload, CRM synch, or data import. This capability is being considered for a feature enhancement in a future release.

For contacts that do have an email address, does it still have to be unique or can I have multiple contacts with the same email address?

Email addresses must still be unique.

Can I use different unique IDs each time I update contact data in the application?

Yes, users can select email as the unique ID and easily change to a different unique ID, for example

CRM ID. However, you are responsible for ensuring that they adhere to the uniqueness constraint. If you decide to use

First Name

as the unique ID and there are 100 contacts with the same first name (for example "John"), Eloqua will not know which one of the records to update and therefore the update will fail.

Scenario: Jim is a contact with no email address. Jim subsequently submits a form that includes his email address. Does the form submission update the no email address contact record or does it create a new contact, one for Jim with no email and one for Jim with email?

This depends on how the contact is arriving at the landing page from the form.

If the contact organically visits the landing page and submits a form, there is no unique identifier on which to match. In this case, a new contact will be created.

However, it is likely that another unique identifier will be present, for example a phone number, to facilitate marketing communication if an email address does not exist. This identifier can be selected in a form processing step to lookup contacts in the database and update with form data. In this scenario, using the phone number you could find Jim's existing contact record and update it with the new email address from the form.

How do contacts with no email address affect subscription management?

Initially, contacts with no email address are globally unsubscribed. Beyond that if there is an activity that drives them online (for example, a direct mail with PURL) and there is a form submission then their subscription preferences are processed as usual. Note that in the absence of an email address, access to manage subscriptions preferences on an individual contact record is hidden from view.

If I am uploading new contacts using list upload, can I select

Eloqua Contact ID

as the unique match field?

No,

Eloqua Contact ID

cannot be selected as the unique match field for new contacts. However, if you are uploading information to update existing contact records, the

Eloqua Contact ID

can be selected.

13.2 Creating contact records without an email address

With Eloqua you can create a record for a contact even if you do not have an email address for them.

To create a contact record without an email address:

1. Navigate to Audience

, then click Contacts.

2. Click New in the upper-right corner.

3. In the

Field Details

tab, enter the information that you have for the contact in the corresponding fields, then click Create.

A new contact record is created with the information provided.

13.3 Creating contact records without an email address using data import

With Eloqua you are able import contact information using the

Data Export and Import

feature of the application. This allows you to create contacts even without a valid email address.

To create contact records without an email address using data import:

1. Navigate to Audience

> Tools, then click Data Export and Import.

2. Click Add in the lower-left corner, then click New Contact Import.

3. Configure the import by specifying the required fields in the

Import Settings

tab. Learn more about creating and configuring data imports .

4. In the

Field Mapping

tab, select CRM ID from the drop-down list in the

Unique Match On

field.

Once the contact import runs, it will use the unique match field specified to determine whether a new contact should be created or whether an existing one should be updated.

13.4 Creating contact records without an email address using

CRM auto synch

With Eloqua you can create contacts using CRM auto-synch, even if you do not have an email for the contact.

To create contact records without an email address using CRM auto synch:

1. Click Settings

2. Click Integration in the

Platform Extensions

area.

3. Click the Inbound tab.

4. Locate your data sources for contacts using either the

Quick Search

field or the tree view, then click on the name to view the details.

5. In the Data Upload Source page you can choose to create a new external call or edit an existing one under the

Default Values for Transfer

section.

6. Click Options icon in the upper-right corner, then select View Filter Details to open the

Filter

Details

window.

7. Select which leads on the CRM are passed through to Eloqua.

Note: In order to support the integration of contacts with no email address, you must remove any filters that search for a valid email address.

With the filter removed and contacts with no email address flowing into your Eloqua system, you must decide which unique identifier will be used to match contacts.

8. In the

Inbound

tab, click on the Management icon, then select Auto Synchs from the dropdown list. Locate the auto synch for your contact integration and click on it to launch the details in a separate window.

9. Expand the Field Mapping section, then click Edit to open the

Field Mappings

window.

10. From the drop-down list, select the unique identifier that will be used to match contacts.

13.5 Creating contact records without an email address using contact list uploads

Eloqua allows you to upload a list of contacts from an external file using the

Contact Upload Wizard

You can create a list of contacts without email addresses but with other field identifiers that you can then map to fields in Eloqua.

To create contact records without an email address using contact list uploads:

1. Navigate to Audience

, then click Contacts.

2. Click Upload in the upper right-hand corner to open the

Contact Upload Wizard

3. Configure the Pick Data Source tab:

Name: Enter the upload's name into the

Name

field. The default name is Data Import -

xxxxxxxxxxxxx

where

xxxxxxxxxxxxx

represents a number assigned to this import in

Eloqua. Give your import a more meaningful name for future reference.

Import Source: Specify the format of the import data:

Delimited file (Tab, Pipe, Semicolon)

Microsoft Excel® 97-2010 (.xls or .xlsx)

Note: You should map each of the fields in the file to match a corresponding field in Eloqua. For example, have a column labeled

Email Address

in order to map to the

Email Address

field in Eloqua. This will make your mapping task easier, and will ensure that your contacts are uploaded successfully.

Import Purpose: Select Add Contacts to Database from the

Import Purpose

dropdown list.

Note: You can also use this

Contact Upload Wizard

to update contacts already contained in your database, to update their email addresses, mark as bouncebacks, unsubscribe, or delete them.

Presets: Select the preset that you have created, or continue with No Preset (default).

4. Click the cloud icon, then browse to your file.

Note: In your source file there should be a column that can be used as the unique matching identifier for your contacts. For example, "City". The column name should reflect that identifier.

5. Select your file, then click Open.

6. Configure the Review tab: i. Verify that the displayed data matches your source file's configuration.

ii. (Optional) If something is inaccurate, click Previous Step. Modify your source file, or select another file to begin the process again.

iii. If everything looks correct, click Next Step.

7. Configure the Map Fields tab.

a. Verify that the field names from your source file have been matched with field names in the Eloqua database. For example,

First Name

maps to

First Name

b. Fix any fields that are not mapped, or that are mapped incorrectly. Double-click on a field, then select a correct matching field from the

Target Field

drop-down menu.

c. For contacts without an email address, select a field from the

Uniquely Match Contacts

On

drop-down list to use as a unique identifier. The table in the window shows the fields from the source file and the target fields to which they correspond, these are the fields that can be selected from the drop-down list.

Example: In the following image, the

City

field is used to uniquely match contacts.

Note:

Eloqua Contact ID

cannot be selected as the unique match field when creating new contacts, however, it can be used to update the records of current contacts.

d. Click Next Step.

8. Configure the Finish tab: i. (Optional) Enter the email address to which you want a confirmation sent after uploading.

ii. (Optional) Select Place Contacts into a Shared Contact List to add a list of your contacts to your database for future use. Either create a new list in a specified root folder, or select Use Existing to update an existing list.

Example: If you are uploading a list of names of attendees at a recent trade show, you can reuse this list for later campaigns without having to manually create a shared list. You can place the contacts into a new list or add them to an existing one by selecting the respective option.

iii. Click Finish to complete the import. the wizard closes and the contacts from the file are added to Eloqua. A confirmation email is sent to the address specified in step 4 of the wizard.

All contacts without an email address will be successfully uploaded and matched based on the unique identifier that you specified. If an email address was specified in Step 8, then a confirmation email is sent to that address.

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Reklama

Oracle Eloqua Contacts

User Guide

http://docs.oracle.com

©2017 Oracle Corporation. All rights reserved 13-Jul-2017

Contents

1 Contacts Overview

contact

Unique Identifier

Companies

2 Creating contacts

New Contact

Field Details

Date Created

Date Modified

3 Uploading contacts

Troubleshooting

Settings > Manage Fields and Views

Settings > Integrations

4 Copying contacts

First Name

Last Name

Email Address

Search

New Contact

Field Details

Email

Address

Email Address

5 Editing contacts

First Name

Last Name

Email Address

Search

Edit Contact

Summary

Field Details

Preferences

6 Updating a contact's subscription status or hard bounceback status

7 Flagging contacts to receive plain-text emails

First Name

Last Name

Email Address

Search

Edit Contact

Summary

Send Full HTML

8 Deleting contacts

8.1 Identifying contacts to delete

Not Opened Any Emails

Globally Unsubscribed

Not Visited Any Landing Pages

Deleting a single contact record

Deleting multiple contacts

9 Understanding what contact data Oracle

Eloqua retains and restores

About restoring a contact

Bounceback

Contacts restored from an CRM autosync

10 Searching and viewing contact records

Contacts

First Name

Last Name

Email Address

Search

Edit Contact

Summary

Views

Contact Overview

11 Linking contacts with website visitors

Current Clickstream

Visitor Details

Visitor Details

Find Contact

Search Value

First Name

Last Name

Email Address

Contact Field

Is

Is Not Equal To