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.
Please follow these instructions to set up this cloud app in your Oracle Eloqua instance.
NOTE: If prompted to log again, please do so.
1.4. In the next screen, click “Sign In” and then “Accept”
1.5. You’re all set. The Cloud Decision is ready to be used.
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).
2.3 Drag and drop the cloud Decision to the canvas area. Connect the corresponding elements to the dropped Cloud Decision
2.4 Double click the Field Equals Field step, you will see some options for this element.
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 Log In in the page shown in the following screenshot:
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).
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.
2.5 That’s all. Save/Activate the campaign, put some contacts in it and see the Field Equals Field in Action!
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.