There are situations where you need to update contact fields with either custom information, date stamps or append a value to certain fields. This is a simple step to do, but not when you have tens or hundreds of records to update. This is where this cloud action comes into play. With Canvas Enhanced Update Rules you can update contacts using custom data and static values.
This document will show how this Cloud Action can be used inside Campaign Canvas.
Please follow these instructions to set up this cloud app in your Oracle Eloqua instance.
NOTE: If prompted to log again, please do so.
The following instructions show a basic/simple usage. You can incorporate this Cloud Action to any existing campaign.
a) Rename the step if needed
b) 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 login in the page shown in the following screenshot:
2. Afterwards you need to specify the update rules you’re going to use. There are 3 types:
After adding the required rules you need to save. Otherwise the rules won’t be applied.
Also you can use the trash button to remove a rule from the mapping area.
3.Recommended: Create an element in the campaign 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”, select the step where you want the contacts to be routed.
You need a license to configure and execute this Cloud App. Otherwise in the configuration page you will see the following error:
Additionally, if you happen to see records stuck in the Cloud Action step, it may be due to a missing or expired License which you can get with your corresponding Account Manager.