How To Guide: Syncing LookBook Lead Captures to Eloqua.
How To Guide:
Syncing LookBook Lead Captures to Eloqua. After your LookBookHQ and Eloqua accounts are connected (if you haven’t already done this, see steps in “LookBook -‐ Eloqua Integration Setup”), the data can be synced from a LookBook lead capture form to your Eloqua database.
Step One: Configuring your LookBook lead capture form
1. Open the LookBook that you wish to capture leads from. 2. Click Sharing and Settings
3. Click on the Lead Capture tab, and then scroll down to the “Send Data to Integrated Tools” section.
1
If your Eloqua and LookBookHQ accounts are connected, you should see the checkbox visible, like in the image above. Otherwise, you will need to ensure that your accounts are properly connected. 4. Tick the checkbox to enable Lead Capture sync to Eloqua.
5. Save to apply the current settings to your Lead Capture form.
2
6. Important: The Email Address field must be selected using the checkbox. New captured leads cannot be synced to Eloqua without an email address.
7. By default, leads (based on email address) that already exist in your Eloqua database will not be updated if they fill out a form. If you want an existing lead record to be updated in Eloqua, check the second box.
8. Save your settings and enable lead capture if you haven’t already.
3
Advanced: Opt-‐in, Custom tracking ID, and Form Submits To send your LookBook lead capture data to Eloqua as a form submit; or to send the opt-‐in field and/or a hidden tracking ID, you would need to complete the actions below, and then proceed to the next step, which involves configuring your form in Eloqua. 9. If you selected the opt-‐in checkbox, and would like new leads’ opt-‐in status to be sent to Eloqua, you will need to also enable it as a custom field in Eloqua. (Nothing additional to do here, the rest will be done in the next step.)
10. The Tracking ID field allows you to send a hidden field in the form submits. To use this, enter a name for the field and a value for the ID. In the example below, I want every new lead’s associated form submit to have a field called CampaignID with a value of 999.
Again, save your settings. And enable lead capture if you haven’t already. That’s all you have to do in your LookBook settings. It’s now time to configure some custom fields in Eloqua; and also see how the Lead Capture data appears in Eloqua.
4
Step Two: Configuring the form in Eloqua
For the opt-‐in and custom (hidden) tracking ID to sync to Eloqua, we will need to create a form and some custom fields. 1. Login to Eloqua, go to Assets >> Forms >> Create a Form 2. Build the form using the same standard contact fields as the Lead Capture form in your LookBook: name, email address, etc.
3. Create and add the first custom field, a single line text field, for the Opt-‐in field in your LookBook lead capture form. Select text data type and enter OptIn for the HTML Name in the field’s advanced settings.
5
4. Create another custom field, a single line text field, for the tracking ID field you created earlier in your LookBook lead capture form.
The HTML Name must match the name you used in your LookBook lead capture form. In our example, we named the tracking ID field in the LookBook “CampaignID,” and thus, will use that in the HTML Name field in Eloqua.
5. Finally, in the form settings bar, set the HTML Name as in the following format: LookBookLeadCapture
The HQ name can be found in the URL of your LookBook account. In my example, for the HQ companyname, the HTML Name field will be: companyname-‐LookBookLeadCapture
6
6. Finally, save your new form as companyname-‐LookBookLeadCapture Submissions from your LookBook lead capture forms will now register as form submits in Eloqua, including the fields for Opt-‐in and (custom) tracking ID. You only need to do the Eloqua set up once. Provided you do not make changes, all subsequent form submits from the same LookBook user will post to the same LookBookLeadCapture form we just created Eloqua.
7
Step 3: Viewing your new leads in Eloqua
In addition to the form submits sown above, new leads will be created in your Eloqua database as Contacts. 1. Login to Eloqua, go to Contacts >> Shared Library >> Shared Lists
2. Your captured leads will be added to your Contact database and also to an auto-‐generated shared list that corresponds to the LookBook containing the lead capture form. In the example below LookBook-‐a-‐new-‐ start is the shared list that contains data from the lead capture form in the LookBook named “A New Start”. Note • When a new Contact fills a LookBook form, it is logged as a first-‐time subscription; however when a pre-‐existing Contact fills a LookBook form, their subscription status in Eloqua is not updated.
8
Syncing LookBook Lead Captures to Eloqua. After your LookBookHQ and Eloqua accounts are connected (if you haven’t already done this, see steps in “LookBook -‐ Eloqua Integration Setup”), the data can be synced from a LookBook lead capture form to your Eloqua database.
Step One: Configuring your LookBook lead capture form
1. Open the LookBook that you wish to capture leads from. 2. Click Sharing and Settings
3. Click on the Lead Capture tab, and then scroll down to the “Send Data to Integrated Tools” section.
1
If your Eloqua and LookBookHQ accounts are connected, you should see the checkbox visible, like in the image above. Otherwise, you will need to ensure that your accounts are properly connected. 4. Tick the checkbox to enable Lead Capture sync to Eloqua.
5. Save to apply the current settings to your Lead Capture form.
2
6. Important: The Email Address field must be selected using the checkbox. New captured leads cannot be synced to Eloqua without an email address.
7. By default, leads (based on email address) that already exist in your Eloqua database will not be updated if they fill out a form. If you want an existing lead record to be updated in Eloqua, check the second box.
8. Save your settings and enable lead capture if you haven’t already.
3
Advanced: Opt-‐in, Custom tracking ID, and Form Submits To send your LookBook lead capture data to Eloqua as a form submit; or to send the opt-‐in field and/or a hidden tracking ID, you would need to complete the actions below, and then proceed to the next step, which involves configuring your form in Eloqua. 9. If you selected the opt-‐in checkbox, and would like new leads’ opt-‐in status to be sent to Eloqua, you will need to also enable it as a custom field in Eloqua. (Nothing additional to do here, the rest will be done in the next step.)
10. The Tracking ID field allows you to send a hidden field in the form submits. To use this, enter a name for the field and a value for the ID. In the example below, I want every new lead’s associated form submit to have a field called CampaignID with a value of 999.
Again, save your settings. And enable lead capture if you haven’t already. That’s all you have to do in your LookBook settings. It’s now time to configure some custom fields in Eloqua; and also see how the Lead Capture data appears in Eloqua.
4
Step Two: Configuring the form in Eloqua
For the opt-‐in and custom (hidden) tracking ID to sync to Eloqua, we will need to create a form and some custom fields. 1. Login to Eloqua, go to Assets >> Forms >> Create a Form 2. Build the form using the same standard contact fields as the Lead Capture form in your LookBook: name, email address, etc.
3. Create and add the first custom field, a single line text field, for the Opt-‐in field in your LookBook lead capture form. Select text data type and enter OptIn for the HTML Name in the field’s advanced settings.
5
4. Create another custom field, a single line text field, for the tracking ID field you created earlier in your LookBook lead capture form.
The HTML Name must match the name you used in your LookBook lead capture form. In our example, we named the tracking ID field in the LookBook “CampaignID,” and thus, will use that in the HTML Name field in Eloqua.
5. Finally, in the form settings bar, set the HTML Name as in the following format: LookBookLeadCapture
The HQ name can be found in the URL of your LookBook account. In my example, for the HQ companyname, the HTML Name field will be: companyname-‐LookBookLeadCapture
6
6. Finally, save your new form as companyname-‐LookBookLeadCapture Submissions from your LookBook lead capture forms will now register as form submits in Eloqua, including the fields for Opt-‐in and (custom) tracking ID. You only need to do the Eloqua set up once. Provided you do not make changes, all subsequent form submits from the same LookBook user will post to the same LookBookLeadCapture form we just created Eloqua.
7
Step 3: Viewing your new leads in Eloqua
In addition to the form submits sown above, new leads will be created in your Eloqua database as Contacts. 1. Login to Eloqua, go to Contacts >> Shared Library >> Shared Lists
2. Your captured leads will be added to your Contact database and also to an auto-‐generated shared list that corresponds to the LookBook containing the lead capture form. In the example below LookBook-‐a-‐new-‐ start is the shared list that contains data from the lead capture form in the LookBook named “A New Start”. Note • When a new Contact fills a LookBook form, it is logged as a first-‐time subscription; however when a pre-‐existing Contact fills a LookBook form, their subscription status in Eloqua is not updated.
8
