Eloqua: Export data via REST API

Ion supports two integration types with Eloqua. ion can transfer data to and retrieve data from Eloqua via their REST API. Ion can also post data to an Eloqua web form. This document provides step-by-step instructions to set up an automatic REST API data-transfer to Eloqua.

Before we begin

If needed, please contact Eloqua support for guidance in obtaining these items:

  • Eloqua user name
  • Eloqua password
  • REST API endpoint URL

There are few steps you'll need to take in ion prior to setting up the integration, listed below:

  • Create data collection fields
  • Create ion form(s)
  • Set up testing creative

Let’s Get Started!

1. Add Eloqua account credentials to ion

You can enter your Eloqua credentials directly through your ion console by following the instructions below.

  1. Click the Integrations tab in your console’s side nav
  2. Click “Set up account credentials” button
  3. Under Eloqua, click the “New eloqua credential” button
  4. Add a friendly label for your account then click "authorize eloqua"
  5. Add your Eloqua credentials into the embedded Eloqua interface and then click "Accept" to allow ion to access the Eloqua REST API

2. Create field mapping

Taking the steps below will map your ion data collection fields to their corresponding Eloqua API field names. To get started, add a new field mapping:

  1. Navigate back to the Integrations screen
  2. Click green “New field mapping” button
  3. Label the field mapping and optionally add a description
  4. From the Integration type menu, select “Eloqua”
  5. Save

3. Add Outbound fields to field mapping

Outbound fields define the data you extend from ion to Eloqua

  1. Click green “New outbound field” button
  2. Add a field by selecting the field type from the Source dropdown
    • To add a form field, hidden field or query string parameter, select Data Field and pick the category then data collection field
    • OR, to add an ion Core field, select Core Field then pick the field you seek to include
    • OR, to export multiple ion fields to one external field, pick Mashup and plug {{DataName}} {{DataName2}} , etc. into the editor
    • OR, to reformat a value prior to export, pick Javascript code and add logic around the value collected in ion. To access data collection fields via Javascript, use respondent.dataname.
  3. Optionally check the box to make it required for this field to have data in order for the integration to run
  4. Optionally add a default value (to a field that is not marked as required)
  5. Select the Eloqua field from the drop-down menu of your Eloqua API field names
  6. Repeat these steps for each field that should be included in the Field Mapping
  7. Skip adding Inbound fields

4. Create integration

  1. Navigate back to the Integrations screen
  2. Click into the Integrations tab
  3. Click green “New integration” button
  4. Enter label
  5. Optionally add a description
  6. Select the Field Mapping you’ve just created
  7. Set maximum retries
    • If there is a service interruption with the external platform, ion will retry the post on the top of the hour for as many retries as you indicate here.
  8. Select Add Lead as the API method
  9. Optionally add yourself to the debug distribution list for testing
    • This will deliver an email to the designated address when the integration runs that displays the request and response from Eloqua

5. Add integration to ion pages

The ion platform runs the integration based on rules you create. Rules can be added to any actionable item in your ion creative. Integration rules are typically run at the form-level, upon form submission, or on an assessment step. Follow the steps below to add the integration to your ion pages.

  1. Navigate into the creative
  2. Click on the form, button or link you seek to make the trigger to run your integration
  3. In Creative Studio, click on +rules
  4. Select the condition that needs to be met to run the integration
    • “No conditions required” is typically used
  5. Select “Run integration” then select your Eloqua integration as the action
  6. Save

6. Test integration

To test your integration, use the creative you set up prior to beginning the integration steps. Please note, integrations do not run in Preview Mode so you'll want to open a URL for testing. The integration will run once you submit the ion form, or complete the action that runs the integration rule. If you’re on the debug email distribution list, you’ll receive an email that displays the data you transferred and response from Eloqua. You’ll also want to verify success by ensuring the lead was created in your Eloqua instance.

Nice work!

Once you’ve completed these steps, your integration is ready for use. You can add the rule to run the integration on all applicable creatives.