Once you’ve connected to Eloqua, use the information below to tell Qualified which information from Eloqua you’d like to share and both pull into your Qualified visitor fields as well as map back to new Eloqua contacts.
Map fields in Qualified
To create contacts in Eloqua, we'll start with the most basic fields, such as name, email, and company. You’ll want to add these three fields to your contact mapping area to ensure that this information is captured by your chatbot or sales team and included when creating the contact in Eloqua.
Keep in mind that Eloqua requires an email for a contact to be created, so this information must be included.
To create your contact mappings follow the steps below:
- Navigate to Settings -> Eloqua -> Contact Mapping within Qualified.
- Select the ‘+’ symbol to map a field to Eloqua .
- Select the corresponding Qualified visitor field that you’d like that information to live in within Qualified in the second column as shown below.
If you’d like, you can add a default value to the other non-required Eloqua fields, such as [not provided] to be a filler if the visitor did not include this information about themselves as shown below.
You can map as much information into Eloqua as you’d like here, including hidden field data which we’ll go over in the next step.
Salesforce and Eloqua
If you're using our Salesforce and Eloqua integrations, you might have questions about how they work together. First, we'll look at Eloqua and sync your visitor fields using the information in Eloqua. This allows Qualified to look for an email address in Eloqua which, in turn, might help us also identify who that person is within Salesforce (an existing lead or contact).
Once we've synced the information from Eloqua, Qualified can push that visitor's information into Salesforce.
- When someone lands on the website, we try to identify who the person is and gather info about the person and the company they work for by reading the Eloqua cookie.
- Qualified will then pull information in (in real-time) from all of the apps you've connected (including Eloqua, Salesforce, Clearbit, and 6sense) into your visitor fields.
- If any information is conflicting, you determine the rank order of what system should take precedence using prefills in your visitor field area as shown below. (This is typically Salesforce > Eloqua.) When syncing back into Salesforce, we'll always use Salesforce as your source of truth.
- We serve up the experience you've created specifically for your Eloqua leads and contacts.
Strict record matching
By default, Qualified matches website visitors to Salesforce Lead and Contact records by email address. With strict record matching enabled, a visitor will be matched to a Salesforce record only if they first match a record in Eloqua.
Their corresponding Salesforce record will be identified according to the fields configured within the Salesforce settings page and not by their email address.
Note: Because all Salesforce records must be identified via Eloqua, Qualified will not create Leads directly in Salesforce when this setting is enabled.
Customize the Visitor 360
Your field layout will allow for you to change the priority in which you display the Eloqua information to your sales reps in your Qualified Live Stream and Visitor 360. It’s also an opportunity to display contact information from Eloqua that you don’t necessarily want to map in the above area.
To get started you’ll want to navigate to Settings -> Eloqua -> Field Layout.
Add fields to the layout from Eloqua or drag and drop to change the order in which the information is shown.
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