Begin the installation by clicking the Accept and Install button.
Click Sign In.
Click the Accept button.
From the App Catalogue, click on Captello.
Click the Configure icon.
Follow the prompts to login to Captello/Lead Liaison.
Congrats, you’ve connected Eloqua with your account!
Once installed a new Custom Object called Captello Events Submissions will be created. As shown in the dropdown to the right in the screenshot below, all Event Metadata and Submission Metadata (not submission data) will be stored in the Custom Object with each record linked to an Eloqua Contact. Submission data can be mapped from Event Forms to Captello Prospect fields then the Captello Prospect Fields will sync to Eloqua Contact Fields based on your field mappings below.
Since Lead Liaison sends Lead Liaison Prospect data to Eloqua Contacts make sure you map all Event Custom Fields to Prospect Fields when building your Event.
Configuring Eloqua Campaigns
To start creating your Eloqua Campaign, add the Captello Lead Capture feeder to the canvas.
Drag and drop the element from the left panel to the canvas on the right as shown below:
From the top right, Verify and Activate your campaign. Make sure to activate the campaign immediately.
Make sure to activate the campaign immediately by choosing Start Now.
Skipping this step will result in the following error in the next step:
“Oops! It seems like the campaign you’re trying to edit is either invalid or not yet active. Please ensure that your campaign is activated and valid before making any edits. If you need assistance, feel free to reach out to our support team”
Click the pencil icon to configure the Feeder.
Configure the Feeder: - Choose the event (capture form) to sync leads from - Choose the sync interval: Choose the time between each sync cycle. - Click Save
After clicking Save, fields to be synced will appear.
Fields on the left-side are Captello Prospect Record Fields.
Fields on the right-side are Eloqua Contact Record Fields.
Select a field to change its mapping, or click on the “+” and “-” button to add or remove fields.
To see Campaign results as they’re fed into Eloqua click the Campaign Entry Report as shown below. You’ll start to see data within about one minute.
In the screenshot below the Feeder pulled in four Prospects from Lead Liaison that are now Eloqua Contacts.
View Submission data by clicking the Custom Objects drop-down as shown below:
Click View Custom Object Record as shown below:
Notice that a custom object with your Captello account name is created automatically. It will contain the submissions of the synced event.
Click on any Submission Record to view/edit the details:
You can also view your Eloqua Contact Records and see Linked Records as shown below: