Field Equals Field Cloud App Documentation

image_pdfimage_print

Purpose of the Field Equals Field Cloud Decision


There are situations where you might need to know if two contact fields have the same values. This simple operation in Eloqua is not possible with out of the box features. This is where this Cloud Decision comes into play. With Field Equals field you can indicate the Contact fields and it will determine if they’re equal or not.

This document will show how this Cloud Decision can be used inside Campaign Canvas.

Set-up in 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.

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

  •  In the next screen, click “Sign In” and then “Accept”

Field Equals Field Cloud App Documentation 1

1.4. In the next screen, click “Sign In” and then “Accept”

Field Equals Field Cloud App Documentation 2

1.5. You’re all set. The Cloud Decision is ready to be used.

Field Equals Field Cloud App Documentation 3


How to use


The following instructions show a basic/simple usage. You can incorporate this Cloud Decision to any existing campaign.
2.1 Create/Open a campaign

2.2 Click on “Actions” on the top left side then “Show All Steps” and then locate the “Field Equals Field” cloud Decision under the Decisions options (colored in red).

Field Equals Field Cloud App Documentation 4
Field Equals Field Cloud App Documentation 5

2.3 Drag and drop the cloud Decision to the canvas area. Connect the corresponding elements to the dropped Cloud Decision

Field Equals Field Cloud App Documentation 6

2.4 Double click the Field Equals Field step, you will see some options for this element.
a. Rename the step if needed

Field Equals Field Cloud App Documentation 7


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 Log In in the page shown in the following screenshot:

Field Equals Field Cloud App Documentation 8

For this Cloud Decision, you just need to indicate the Contact Fields to compare.
When you have specified those settings, click “Save Settings”.
If you have made changes and you want to go back to the initial values, use the “Revert Changes” button (refer to screenshot below).

Field Equals Field Cloud App Documentation 9


c. Recommended: Create an element in the campaign in case an error happens, in this example it’s a Wait Step.


i. Check the box to “Automatically route contacts with errors from cloud app”,
ii. Click on Choose, Select the step where you want the contacts to be routed and click on Choose on the bottom right corner of the screen again.

Field Equals Field Cloud App Documentation 10

2.5 That’s all. Save/Activate the campaign, put some contacts in it and see the Field Equals Field in Action!


License Information


You need a license to configure and execute this Cloud App. Otherwise, in the configuration page you will see the following error:

Field Equals Field Cloud App Documentation 11

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.