Step by Step Configuration Guide for the Kwanzoo Cloud Connector, that integrates with Eloqua E9 and E10. This guide specifically covers engaging and gathering prospect data in lead forms, progressively profiling prospects with polls and capturing data back inside Eloqua contact records..

1. Configuration To Drop Data From
Kwanzoo Into Eloqua 10 Contact
Records
Step By Step Configuration
Rahul Pathak, CTO Kwanzoo Inc.

2. Add the Eloqua user to the API User Security Group – this is needed for
Kwanzoo to access your Eloqua account through APIs. Kwanzoo uses Eloqua’s
SOAP APIs to create and update Eloqua Contact Records

3. Next Steps – A Quick Summary
Once the Kwanzoo poll and/or lead form campaigns have
been built, the following steps are needed to wire
Kwanzoo with Eloqua:
1. Create one form in Eloqua (needed only for Kwanzoo
lead form campaigns)
2. Create a visitor data lookup in Eloqua (needed for
both polls and lead forms)
3. Enter information regarding 1 and 2 above in your
Kwanzoo account
4. Select fields in Eloqua Contact Record to store data
from Kwanzoo campaigns (needed for both polls and
lead forms)

4. Step 1
Create one form in Eloqua (needed only for
Kwanzoo lead form campaigns)

5. Create a form with two fields – one of the fields has to be ‘Email Address’, the
other can be any field (typically customers use ‘Lead Source – Most Recent’).
Note that the second field is needed to workaround an E10 issue

6. Click on ‘Processing’ on the top right to add a processing step to the form

7. Add the ‘Update Contacts – With Form Data’ processing step and map the
fields as shown below. Save this and go back to save the form

8. Click on the two form fields one by one and note down the HTML names of
the fields

9. From the menu on the top right, select ‘View Form HTML’

10. Select ‘Integration Details’ tab and note down the value for the elqFormName
and elqSiteID. In the example below, the values are ‘kZVisitorForm’ and ‘2318’
respectively

11. Step 2
Create a visitor data lookup in Eloqua (needed
for both polls and lead forms)

12. Click on ‘Setup’ on the top right and then click on ‘Visitor Profiles’

13. Create a new Visitor Profile that has Email Address as the only field and save
it

14. Go back to ‘Setup’ and this time, click on ‘Web Data Lookup’

15. Create a new Data Lookup. For Data Lookup Type use ‘Visitors’ and for Data
Fields Returned, use the visitor profile you created in the previous steps. Save
the data lookup

16. Note down the Data Lookup Key – this will be needed in the next step

17. Step 3
Enter information collected in Steps 1 (form
info) and 2 (visitor data lookup key) in your
Kwanzoo account

18. Log into your Kwanzoo account. Click on the ‘Account’ link on the top to go to
the Account page. On that page, click on ‘Edit Settings’ in the Eloqua
Advanced Configuration section

19. On the popup, provide your Eloqua login credentials and enter the information
collected in previous steps. Note that the ‘Contact Data Lookup Key’ entry should be
left blank. Enter some default value for the second field in the form (you can always
overwrite this when a new contact record is created). Click OK

20. Step 4
Select fields in Eloqua Contact Record to store
data from Kwanzoo campaigns (needed for both
polls and lead forms)

21. Edit your Lead Form campaign in your Kwanzoo account and expand ‘Step 2C:
Customize Sign Up Screen.’ Scroll down to Contact Capture Options and select ‘Eloqua
LeadConnect…’ from the dropdown list. Provide login credentials for your Eloqua
account and map the form fields to the desired Eloqua Contact Record fields

22. Click on the Additional Fields link

23. Here you can specify values for additional fields to (a) identify that the contact was
captured through a Kwanzoo campaign and (b) tie the creation of the contact record
to other campaign ids in Eloqua/Salesforce/etc. This information can be used to trigger
different post processing steps through Program Builder for lead scoring, etc.

24. Edit your Poll campaign in your Kwanzoo account and expand ‘Step 2C:
Customize Question Screen.’ Scroll down to Store Poll Results and click on
‘Edit Settings.’

25. On the popup, provide your Eloqua login credentials. Then specify which contact fields
to use to store poll results, and any additional fields to (a) help identify the Kwanzoo
campaign that drove the interaction and (b) to capture if the visitor stopped after
answering the poll or they went further and clicked on the CTA button to download an
asset (for potentially different lead scoring outcomes). That’s it!