Frequently Asked Questions

Product Overview & Purpose

What is the Campaign Membership Cloud App from 4Thought Marketing?

The Campaign Membership Cloud App is a tool designed for Oracle Eloqua that creates external activity records and campaign responses from a list upload. It allows users to process multiple contacts and campaigns efficiently by generating campaign responses for each contact-campaign pair specified in the upload.

What problem does the Campaign Membership Cloud App solve?

This app saves time and reduces errors by automating the creation of campaign responses for multiple campaigns from a single contact list upload, eliminating the need for manual entry and reducing the risk of mistakes.

Who should use the Campaign Membership Cloud App?

The app is ideal for Oracle Eloqua users who need to efficiently manage campaign responses for large lists of contacts and campaigns, such as marketing operations teams and campaign managers.

How does the Campaign Membership Cloud App integrate with Oracle Eloqua?

The app is installed directly into Oracle Eloqua and can be used within Custom Object (CO) Program Canvas. It interacts with CO records to create campaign responses based on the data provided in each record.

Features & Capabilities

What are the main features of the Campaign Membership Cloud App?

Main features include: creating external activity records and campaign responses from list uploads, mapping CO fields for activity date, name, CRM ID, email address, error handling, external asset and activity types, and email notifications for success or failure. It also provides execution logs and error routing within the program canvas.

Does the app support error handling and logging?

Yes, the app allows you to designate a CO field to capture errors. If an error occurs during membership creation, the error message is recorded in this field. Additionally, the Logs tab provides execution logs, including options to filter by all logs, successful logs, or failed logs, and to select a timeframe (up to 2 months of logs).

Can the app create new Eloqua contacts if an email address does not exist?

Yes, if the email address provided in the CO record does not match an existing Eloqua contact, the app will create a new contact automatically.

What options are available for configuring the app within the program canvas?

You can configure the app by mapping CO fields for activity date, activity name, CRM ID, email address, error field, external asset type, external activity type, and email notifications. You can also rename the step and route contacts with errors to a designated program step.

How does the app handle external asset and activity types?

The app allows you to specify CO fields for external asset type and external activity type. These must be configured under Eloqua Response Rules to ensure proper tracking and reporting.

Setup & Implementation

How do I install the Campaign Membership Cloud App in Oracle Eloqua?

To install, log in to Oracle Eloqua, click on "Get App" from the documentation page, and follow the prompts to sign in and accept the installation. Each Eloqua instance requires a separate installation and license.

What are the steps to configure the app within a CO Program Canvas?

Open or create a CO Program Canvas, select the desired CO, drag and drop the Campaign Membership Cloud Action onto the canvas, connect it to the workflow, and configure the required CO fields and settings as described in the documentation.

How do I upload records to the Custom Object for use with the app?

Select the relevant Custom Object, use the "Upload Custom Object Record" option, choose your file, map the source fields to CO fields, and complete the upload. The CO services run every 15 minutes to feed new records into the program.

How do I configure the CO to feed new contacts to the program?

Configure the Custom Object Services to feed new records into the program by adding a Listener Step at the start of the program and setting up the "Add to Step in Program" action for new data in the CO.

What should I do if I encounter errors during configuration or execution?

Check the designated error field in your CO records for error messages. Review the execution logs in the Logs tab for details. If issues persist, ensure your license is active and contact your account manager or 4Thought Marketing support for assistance.

Licensing & Usage

Is a license required to use the Campaign Membership Cloud App?

Yes, a valid license is required to configure and execute the app. If you do not have a license, you will see an error message during configuration. Each Eloqua instance requires a separate license.

What are the usage limitations for the Campaign Membership Cloud App license?

Each cloud app license includes a reasonable usage limitation of 250,000 records processed daily and up to 5 app instantiations per Eloqua instance. Higher usage tiers are available at extra cost.

How can I obtain or renew a license for the app?

Contact your account manager or reach out to 4Thought Marketing via their Contact Us page to obtain or renew your license.

Where can I find the Cloud Services User License Agreement?

The Cloud Services User License Agreement is available at https://4thoughtmarketing.com/cloud-services-agreement/.

Technical Requirements & Compatibility

What platforms does the Campaign Membership Cloud App support?

The app is designed specifically for Oracle Eloqua and integrates with its Custom Object Program Canvas functionality.

Are there any prerequisites for using the app?

You must have access to Oracle Eloqua, the appropriate permissions to install and configure cloud apps, and a valid license from 4Thought Marketing.

How often does the app process new records uploaded to the Custom Object?

The CO services run every 15 minutes, feeding new records into the program for processing by the app.

What happens if the CRM ID does not match an Eloqua campaign?

If the CRM ID in the CO record does not match an existing Eloqua campaign, the record will not be uploaded as a Campaign Membership, and no response will be created for that contact.

Support & Troubleshooting

How can I get support for the Campaign Membership Cloud App?

Support is available through your account manager or by contacting 4Thought Marketing via their Contact Us page.

What should I do if my license is missing or expired?

If your license is missing or expired, the app will not process CO records. Contact your account manager or 4Thought Marketing to obtain or renew your license.

How can I monitor the app's execution and troubleshoot issues?

Use the Logs tab within the app to view execution logs, filter by success or failure, and select the timeframe for log review. Check the error field in CO records for specific error messages related to failed uploads or configuration issues.

What does a blank error field in the CO record mean?

A blank error field indicates that the Campaign Membership upload was successful for that record.

Documentation & Resources

Where can I find the official documentation for the Campaign Membership Cloud App?

The official documentation is available at https://4thoughtmarketing.com/docs/campaign-membership-cloud-app-documentation.

How can I contact 4Thought Marketing for more information?

You can contact 4Thought Marketing by phone at 888-356-7824, by email at [email protected], or via their Contact Us page.

Where can I find additional resources and support materials?

Additional resources, including documentation and system status, are available at the Resource Center and System Status page.

How can I stay updated on new features or changes to the app?

Check the official documentation page and the 4Thought Marketing blog for updates on new features, enhancements, and best practices.

Campaign Membership Cloud App Documentation

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Table of Contents

Purpose of the Campaign Membership Cloud Action

This app creates external activity records and campaign responses from a list upload. With the app, you can have a list with multiple contacts and multiple campaigns (one per contact), and it will create campaign responses for the campaign specified on each row.

This document will show how this Cloud Action can be used inside Custom Object (CO) Program Canvas.

Set-up in Oracle Eloqua

Please follow these instructions to set up this cloud app in your Oracle Eloqua instance.

  • Log in to Oracle Eloqua.
  • Click on Get App below to install.
Get app

        NOTE: If prompted to log again, please do so.

  •  In the next screen, click “Sign In” and then “Accept”
Campaign Membership Cloud App Documentation 17
  • In the following screen, click “Accept and Install”
Campaign Membership Cloud App Documentation 18
  • In the following screen, click “Accept and Install”
Campaign Membership Cloud App Documentation 19

How to use

The following instructions show a basic/simple usage.  You can incorporate this Cloud Action to any existing CO based Program Canvas.

  • Create/Open a CO Program Canvas
  • Select the CO which you want to use in this process
  • Click on “Actions” on the top left side then “Show All Steps” and then locate the “Campaign Membership” Cloud Action under the Actions options (colored in purple).
Campaign Membership Cloud App Documentation 20
  • Drag and drop the cloud action to the canvas area. Connect the corresponding elements to the dropped cloud action
Campaign Membership Cloud App Documentation 21
  • Double click the Campaign Membership step, you will see some options for this element.
    • Rename the step if needed
Campaign Membership Cloud App Documentation 22
  • Click the pencil icon to open the settings for this step.
    You will need a user to log in and configure this Cloud Action. If you don’t have one, you can create one. If you do, use your user to Log In in the page shown in the following screenshot:
Campaign Membership Cloud App Documentation 23
  • For this cloud action, you can indicate the CO Fields to execute the Campaign Membership App.
    • For this cloud action, you can indicate the CO Fields to execute the Campaign Membership App.
    • Activity Date: Select the date field from the CO to add the date of the activity for the campaign response or else app will stamp the current date. Make sure the Activity Date is On or After the Campaign activated date.
    • Activity Name: Select the CO field where the app will find the Activity name, if the field is empty add the default value will be added.
    • CRM ID: Select the CO field where the CRM ID will be stored on the CO record. This will be used to run a lookup vs the Eloqua Campaign ‘CRM ID’ field. If after running a lookup, there’s no matching Eloqua Campaign, the CO record will not be uploaded as a Campaign Membership. If this field is empty, the Membership will not occur for the corresponding CO Record.
    • Email Address: Select the CO field for the Email address, If the Email Address doesn’t match an existing Eloqua Contact, one will be created.
    • Error Field: Select the CO field to capture the error, this field is optional. If there’s an error creating a membership or with the previous values, it will be placed in this field. A blank value in this field means a successful Campaign Membership Upload.
    • External Asset Type: This CO field will contain the External Asset Type. Make sure that asset type you select is configured under Response Rules.
    • External Activity Type: This CO field will contain the External Activity Type. Make sure that activity type you select is configured under Response Rules.
    • Eloqua Email Notification: Configure this step by adding the email address to get the Email Notification on success or failure.
Campaign Membership Cloud App Documentation 24
  •  Recommended: Create an element in the program in case an error happens, in this example it’s a Wait Step. Check the box to “Automatically route contacts with errors from cloud app”., sSelect the step where you want the contacts to be routed.  
Campaign Membership Cloud App Documentation 25
  • Logs Tab: This section shows the execution logs for the respective cloud app
    • Show: Here you can select what type of log you want to see, it gives you an option to select “All logs”, “Successful logs only”, “Failed logs only”
    • Within the following timeframe: This field allows you to select the timeframe to view the execution logs.

Note: You can view up to 2 months older logs only

Campaign Membership Cloud App Documentation 26
  •    How to Configure the CO to Feed New Contact to Program
    • CO Program can only be feed by the records which are already present in the CO, so you need use Custom Object Services of the CO (which you have selected in the Program, with all the fields mentioned in step 2.7) to feed the records into the program
    • Add the Listener Step and add it to the starting of the Program and Click on save
    • Open the CO which you have selected in the Program, select the Custom Object Services as shown in below snapshot
    • Click on “Custom Object Services” step to configure
      • Select the “New Data” this service will feed every new record added in the CO and then select “Edit Service Actions”
      • Click on “Add Processing Steps” and select the “Add to Step in Program” and then click on “Add” as shown in below snapshot
      • Select the Program Listener Step and click on “Save and Close” as shown in below snapshot
  •    How to upload Records/list to the CO
    • Select the Custom Object (which you have selected in the Program, with all the fields mentioned in step 2.7)
    • Click on Custom Object option in the top right side and select Upload Custom Object Record as shown in below snapshot
    • Name you upload as per your requirement and Click on Next
    • First Click on Choose File and select the file that you want to upload after that Click on Upload and Preview Data as shown in below snapshot. Now Click on Next
    • Map the source fields with CO fields exactly that you have selected in Cloud App Configuration Panel and then click on Next
    • Check on Map data Cards checkbox, so that It will also create the Contact record if Contact is not in the contact table. Once selected Click on Next.
    • Review the summary of upload, and click on Finish
    • Now Close the section by clicking on the red cross at the top right of the box
    • That’s it, CO services runs in every 15 min means after 15 min the records will feed to the Program.

License Information

You need a license to configure and execute this Cloud App. If you don’t have a license, an error message will appear on the configuration page.

If you don’t see CO Records being processed by the app, it may be because your license is missing or expired. To obtain a license, contact your account manager or contact us.

  • Each Eloqua instance requires a separate cloud app license.
  • Each cloud app license includes a reasonable usage limitation of 250k records processed daily and up to 5 app instantiations per Eloqua instance. Higher usage tiers are available at extra cost.
  • For additional license details, please review the Cloud Services User License Agreement.