With Oktopost's technology, you can synchronize social media lead information with your Eloqua account. Our platform updates Eloqua with precise lead source information, including which social network or social profile a click or conversion came from. You can quickly and easily set up workflow triggers in Eloqua based on this information, and subsequently catalog leads into dedicated social media buckets for re-marketing and nurturing purposes.
How to Set Up a Custom Data Object (CDO) Integration
This part of the integration will create a new CDO whenever there is a lead conversion on your site that orginated from social media. Conversion Tracking and Lead Capture are prerequisits that need to be setup before the CDO Integration will work.
Step 1: How to Set Up Your Eloqua CDO
- Login to Eloqua and navigate to Contacts → Custom Objects.
- Select Custom Object → New Custom Object from the menu.
- Create a new custom object called Oktopost.
Once the CDO is setup, create custom fields as shown in the image below.
Step 2: How to Sync Eloqua with Oktopost
Once the fields are set up, the next step is to configure your API credentials:
- Head over to Integrations → Eloqua.
- You will be prompted to fill out your Company, Username and Password. Click on Save and a list of your CDOs will appear.
- Select the Oktopost CDO and click on save.
With Lead Capture and Eloqua Integration setup, any person filling out a fom that originated from a social media link, we automatically have a CDO created with the details of the social source.
Step 3: How to Set Up Click Tracking for Eloqua
This setup will sync all of the social click activity with your Eloqua lead database. Each time a person clicks on any of your social posts, whether that post is leading to your own website or to another third party website, Eloqua will be made aware of this click via the webpage visit log.
- Setup a new CNAME for your domain that will point to okt.to.
- On the configuration page enter your Eloqua Site Id and the new CNAME that was created.
- Make sure that the Track Social Click Activity is checked and click on the Submit button.
Once all this is setup, every time a social link is clicked, Eloqua will see the click as a webpage visit. Here's an example of what the webpage URL will look like inside Eloqua All the UTM codes are added automagically):
The anatomy of a social click URL:
http://[YOUR CNAME]/social/[NETWORK]/[CAMPAIGN NAME]/[SOCIAL PROFILE]?utm_medium=Social&utm_source=[NETWORK]&utm_term=[CAMPAIGN TAGS]&utm_campaign=[CAMPAIGN NAME]
Note: the URL has more parameters that are used by advanced users. The full list of parameters:
|utm_medium||Will always be "Social"|
|utm_source||The social network name: Twitter, Facebook, LinkedIn, Google|
|utm_term||A comma seperated list of campaign tags|
|utm_campaign||The Oktopost campaign name|
|utm_content||The source of the post: UI, Api, Autoposter, Bookmarklet, Board|
|okt_profile_name||The name of the profile that was used to sent the message|
|okt_profile_id||the Id of the profile that was used to sent the message|
|okt_poster_name||The name of the user who posted the message|
|okt_poster_id||The Id of the user who posted the message|
|okt_post_id||The Id of the Oktopost post|
|okt_message_id||The Id of the Oktopost message|
|okt_remote_url||The link to the post on the social network site|