After you create and configure an Eloqua connector and begin importing visitor data into Personalization, you can view this data and use it to create segments.
Viewing imported Eloqua data
To view imported Eloqua data in a visitor profile on Personalization:
- Sign in to the Personalization interface, and then click the Personalize tab.
- Click the People link.
- Click a visitor’s tracking ID to view detailed information for that visitor.
- Click the Activity tab.
Personalization displays the following types of Eloqua data:
- In the Touches table, if a touch was imported from Eloqua, the Source column contains the value
Eloqua. - When you select a touch that was imported from Eloqua, in the Events table, Personalization displays only events corresponding to Eloqua activities that you have mapped.
- Other contact or activity mappings that you have configured in the Eloqua connector display in a visitor’s profile if they have been mapped to Personalization column meta data fields. To display this data, depending on your needs, you can view the following tabs:
- To display data mapped to fields in the Person table, in a visitor profile, click the Profile Details tab.
- To display data mapped to fields in the Touch and Event tables, in a visitor profile, click the Activity tab, then click Show Properties.
Configuring column meta data fields for use in segments
Before you can create segments using Eloqua activity and lead data, you will need to configure your column meta data fields to be available for use in segments.
As an example (based on the sample values on the Configuring the Eloqua connector page), creating an Eloqua connector and adding an activity mapping for Subscribe maps the activity’s primary attribute CampaignId to the field event_udf5 in the Event table. Next, you will need to configure event_udf5 to be segmentable and add information that allows you to select the field when creating segments. To customize this field for use in creating segments, complete the following steps:
- Sign in to the Personalization interface, and then click the Admin tab.
- Go to Manage configuration data > Column meta data.
- Click the Add new column meta data link.
- Enter values in the following fields:
You can now begin creating segments using contact and activity data.
Creating segments with Eloqua
After you create and configure an Eloqua connector and begin importing visitor data into Personalization, you can view this data and use it to create segments.
Viewing imported Eloqua data
To view imported Eloqua data in a visitor profile on Personalization:
- Sign in to the Personalization interface, and then click the Personalize tab.
- Click the People link.
- Click a visitor’s tracking ID to view detailed information for that visitor.
- Click the Activity tab.
Personalization displays the following types of Eloqua data:
- In the Touches table, if a touch was imported from Eloqua, the Source column contains the value
Eloqua. - When you select a touch that was imported from Eloqua, in the Events table, Personalization displays only events corresponding to Eloqua activities that you have mapped.
- Other contact or activity mappings that you have configured in the Eloqua connector display in a visitor’s profile if they have been mapped to Personalization column meta data fields. To display this data, depending on your needs, you can view the following tabs:
- To display data mapped to fields in the Person table, in a visitor profile, click the Profile Details tab.
- To display data mapped to fields in the Touch and Event tables, in a visitor profile, click the Activity tab, then click Show Properties.
Configuring column meta data fields for use in segments
Before you can create segments using Eloqua activity and lead data, you will need to configure your column meta data fields to be available for use in segments.
As an example (based on the sample values on the Configuring the Eloqua connector page), creating an Eloqua connector and adding an activity mapping for Subscribe maps the activity’s primary attribute CampaignId to the field event_udf5 in the Event table. Next, you will need to configure event_udf5 to be segmentable and add information that allows you to select the field when creating segments. To customize this field for use in creating segments, complete the following steps:
- Sign in to the Personalization interface, and then click the Admin tab.
- Go to Manage configuration data > Column meta data.
- Click the Add new column meta data link.
- Enter values in the following fields:
You can now begin creating segments using contact and activity data.