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Eloqua Integration

Last updated January 17, 2017

Customers of WorkCast Producer+ and Enterprise licenses have the option to integrate with their Eloqua marketing system.

  

Eloqua

Quick Links

  1. Eloqua Registration Forms

  2. Landing Pages

  3. Campaigns

  4. Testing

  5. Attendance Data 


         
Eloqua Registration Forms


Eloqua Registration Form data can be configured to push to the WorkCast Platform via a Form Post.

 

Select the “Forms” option from the Assets Menu and then select “Create a Form”.

 Forms.jpg

 

Select the Template you wish to use for the Form.

 

This will generate a basic form.

 Generated_Forms.jpg

 

Add the following Contact fields to your form by selecting them from the “Contact Fields” table:-

 

First Name

Last Name

Email Address

 

Ensure that these fields are set up to “Use a Field Merge”:-

 Field_merge.png

 

 

 

Also add 3 Hidden Fields (from the Custom Fields list):-

 

wrk_redirectsuccess

wrk_redirectfailure

wrk_datatype

 

Ensure that each of these fields has the correct “HTML Name” value:-

 HTML_name.jpg

 

Use the Pre-Population button (third from the left) on the Hidden Field Properties panel to set a static value for the 3 Hidden Fields. These should be set as follows:-

 

**Examples**

 

wrk_redirectsuccess = http://www.workcast.com/registerthanks.aspx

wrk_redirectfailure = http://www.workcast.com/registerthanks.aspx

wrk_datatype = dcdcfr

 

Please change the http://www.workcast.com sections in the above example for the wrk_redirectsuccess and wrk_redirectfailure fields to match your URL mask.

 Hidden_Field_3.jpg

 

*Please note that the active option is shown with a light blue background.

 

You should have a form which looks similar to the one pictured below.

 Example_Form.jpg

 

Save your new Form using the “Save” button at the top right of the screen.

 

Move on to the next screen using the “Processing” button.

 

Remove any existing Processing Steps by right clicking on them and selecting “Remove Step”.

 

Add a new “Post Data to Server” Processing Step.

 

The General Settings should be configured with the following options:-

URL

 

The URL should be set as a Constant Value to point to the WorkCast Data Usher endpoint and include query string parameters for the ‘Meid’ and ‘Pak’ values for the Event Session against which the client will be registered.

 

**Example URL**

 

http://www.workcast.com/DataUsher.aspx?meid=1234&pak=1234567890123456

 

The meid in the URL should be set to the WorkCast Managed Event Id.

The pak in the URL should be set to the pak code of the WorkCast Event.

 

The endpoint (e.g. http://www.workcast.com/DataUsher.aspx) will vary if you have URL masking configured on your account. Please change the http://www.workcast.com section to match your URL mask.

 

The ‘Meid’ (Managed Event Id) and ‘Pak’ (Public Access Code) values can be found in the Event Session Summary section of the WorkCast Platform. The ‘Pak’ is shown at the end of the Form URL value.

 

Field Mappings

 

The Field Mappings should be set as follows:-

 

Source Fields

Target Fields

First Name

wrk_standard_firstname_seq01_textbox

Last Name

wrk_standard_lastname_seq02_textbox

Email Address

wrk_standard_email_seq03_textbox

Hidden Field

wrk_redirectsuccess

Hidden Field 2

wrk_redirectfailure

Hidden Field 3

wrk_datatype

 

A full set of the standard fields that can be used can be found in the “WorkCast Integration Data Capture Forms” document.

 

Custom fields can also be added and pushed to the WorkCast Platform. Again, details of how this can be done can be found in the “WorkCast Integration Data Capture Forms” document.

 

Set the “This Processing Step Executes…” to “Always”.

 

You should now have a screen similar to the one shown below:-

Processing_Steps.jpg 

 

Add a new “Redirect to Web Page” Processing Step.

 

This should be configured with the following options:-

 

Send to an External URL

Always redirect to the same URL

 

Set this to a Thanks Page URL of your choice.

 Thanks_page_URL.jpg

 

Save the Form with a suitable name.

Landing Pages

 

Select the “Landing Pages” option from the Assets Menu and then select “Create a Landing Page”.

 Create_Landing_Page.png

 

Select the Template you wish to use for the Landing Page.

 

This will generate a basic empty Landing Page.

 

Add the Form created above to a Landing Page by clicking on the ‘Form’ option in the left hand column and then selecting and dragging the required Form from the Form Browser List.

 Form_Browser_List.jpg

 

 

Save your Landing Page with an appropriate name.

 

Supply a Microsite for the Landing Page by clicking on the DRAFT button in the top left of your screen.

 Draft_Button.jpg

 

And then select your required microsite:-

 Microsite.png

 

Save your Landing Page again.

 

 

 

 

Campaigns

 

Select the “Campaigns” Menu and then select “Create a Multi-Step Campaign”.

 Multi_step_Campaign.png

 

Select the Template you wish to use for the Campaign.

 

This will generate a basic empty Campaign.

 

Add a Landing Page Step to your Campaign.

 

 Campaign_Landing_Page.jpg

 

 

 

Double click the element on the page and then select the Landing Page you created in the previous section.

 Double_click_Landing.png

 

Save your Campaign with an appropriate name.

 

Activate your new Campaign using the ‘Activate…’ button in the top right of the screen.

 Activate.jpg

 

Your Campaign, Landing Page and Form will now show as being Active.

 

Testing

 

The Landing Page and the Form can then be tested using the link in the URL(s) field on the top bar of the Landing Page screen and then clicking the link that appears in the popup.

 Popup_Link.jpg

 

Your Form will then be displayed.

 Display_Form.jpg

 

 

Pressing Submit on the Form will push the Registration Data to WorkCast and add the Registrant to the configured WorkCast Event.

 

The user will then be redirected to the page you configured in the ‘Redirect to Web Page’ step above.

 

The Registration should then be seen in the WorkCast Platform Registration Report.

 

Attendance Data

Event Attendance information can be pushed from the WorkCast Platform via the WorkCast Eloqua Integration Service. This Attendance information can include Poll, Chat and Documentation link data. To configure attendance data you will need to connect your Eloqua account within the WorkCast Integration page.

 

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