Tool Tip: Extending the Oracle Eloqua Custom Object Using CDO Services (Part 1)

Tool Tip: Extending the Oracle Eloqua Custom Object Using CDO Services (Part 1)

Have you used the Custom Data Object (CDO) feature in Eloqua? If you haven’t yet, it’s definitely worth checking out. Custom Data Objects allow you to create tables in Eloqua where you can store sets of data to supplement standard contact and account records. If you’re new to this area of Eloqua, you can learn more about Custom Objects by reading some of our other blog posts: Tool Tip: Oracle Eloqua Custom Objects  and Tool Tip: Oracle Eloqua Custom Object Record Upload Wizard . This article is going to describe the ways in which you can extend Custom Objects through the use of Custom Object Services.

First, the What:

If you have used Custom Objects, you know that they are great for storing lots of information.  The linked contact can be used in segmentation, dynamic content, field merges, and lead scoring. You can also configure automated imports to update them on a regular basis.

On top of that functionality, there are services available that allow you to run processing steps every 15 minutes on new or modified records coming into your CDO. This allows you to extend the functionality of your Custom Objects and your Eloqua System.

Then, the Why:

Once you have a Custom Object configured, you want it to be used as efficiently as possible.   Maybe you want some of the data from your CDO to be written to the Contact table if it meets certain criterion, or you want to add records to a shared list, or even send the data on to a Program for further processing. You have a several types of processing steps available to you in the Custom Object services for both new and modified records coming into your Custom Object.

Finally, the How:

Configuring the Customer Object Services

Before you are ready to configure one of the Custom Object Service processing steps, you will want to keep a few things in mind:

  • You have the option to run services on either “New Data” or “Modified Data” or both
    • If you choose to run the processing step on both, you will need to configure the processing step for each data type
  • If you add more than one processing step, Eloqua will place them in the proper order.  You have no control of the order in which the steps run
  • The first time you enable the Custom Object Record Service, it will run the service on all the records in the CDO
    • This can be a good thing if planned correctly, but I will show you some options for handling this feature.

There are many processing steps available, but I will only be touching on a few of them (bolded below):

  • Subscribe to Email Group
  • Unsubscribe to Email Group
  • Save to Contact Table
  • Email Notification
  • Add to Contact Group
  • Remove from Contact Group
  • Unsubscribe at Site Level
  • Subscribe at Site Level
  • Subscribe to /Unsubscribe from an Email Group
  • Add to Step in Program Builder
  • Update Existing Record or Data Object
  • Change Contact’s Email Address
  • Send Email
  • Send Batch Email
  • Run Integration Rules
  • Add to Step in Program

I will provide detailed configuration steps on some of the common and most used options.  Configuring some of these steps is fairly straightforward and similar in configuration to others. 

Configuring Custom Object Services

You will access these services from within the Custom Object area in Eloqua.

Navigate to your Custom Object.  

extending-cdo-1

 

 

 

 

Select your Custom Object from the column on the left.

  Click on the “Custom Object” icon in the top right of your screen and select “Custom Object Record Services”.

extending-cdo-2

 

 

 

 

  • Click on the drop-down arrow next to either “New Data” or “Modified Data” and select “Edit Service Actions”
  • Click on the “Add Processing Steps” button at the bottom of the window.extending-cdo-3

 

 

 

 

  • You have the option to add a Process Group for Campaign Signup or Individual processing steps. I will review the individual processing steps.
  • From the “Step” drop-down menu, select a processing step you would like to configure.

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As I mentioned earlier, configuring some of these steps is fairly straightforward and similar in configuration to others.

Subscribe to Email Group

extending-cdo-7

 

 

 

 

 

 

 

Step Details:

Description – brief description

Required Parameters

  • Email Address
    • Source Type – Data Card File
    • Value – (select the Email Address field on your CDO)
  • Email Group
    • Source Type – Constant
    • Value – (Select the Email Group)

This Processing Step Gets Executed

  • Always – use this if there are no conditions needed to run
  • Only if the following condition is met – you can add a condition if needed
    • An example would be if you want the step to run only if a value in the CDO meets a certain set of criteria.  (e.g. Industry = Auto)
    • I use this condition when testing the step. (Email address is equal to a test email address on a record in your CDO)
  • When the following Data Lookup criteria – use this option if you choose to use an existing or new Data Lookup
      • Use this to set criteria against a Contact field, then map it to a CDO field or constant value
  • Never – this option will disable the processing step

Save and Close

Email Notification

extending-cdo-8

 

 

 

 

 

 

Step Details:

  • Description – brief description

Required Parameters

  • Recipient Email Address
    • Constant – use this for a static email address for the notification
    • Data Card File – use a Data Card field to select the email address for the notification
  • Content Type
    • Constant – select the type of email that should be sent (HTML or text)
    • Data Card File – use a data card to select the type of email that is sent
  • Language
    • Constant – select the Language for the Notification Email
    • Data Card File – use a data card to select the language for the notification Email
  • Recipient email Address Data Lookup
    • Use this option if you choose to use an existing or new Data Lookup
      • Use this to set criteria against a Contact field

Conditional Parameters

  • Add the parameters needed for the Recipient Email Address Data Lookup
    • Select a Data Card field or a Contact value

Optional Parameters

  • Append an optional parameter – this allows you to create a customer subject line
    • First click on the “Append” button

      extending-cdo-5

 

 

 

    • The screen will change to this one belowextending-cdo-6

 

 

  • Select a Data Card field to choose the subject
  • Or Select Constant to type in a subject

This Processing Step Gets Executed

  • Always – use this if there are no conditions needed to run
  • Only if the following Condition is met – you can add a condition if needed
    • An example would be if you want the step to run only if a value in the CDO meets  certain criterion.  (e.g. Industry = Auto)
    • I use this condition when testing the step. (Email address is equal to a test email address on a record in your CDO)
  • When the following Data Lookup criteria
    • Use this option if you choose to use an existing or new Data Lookup
      • Use this to set criteria against a Contact field then map it to a CDO field or constant value.
  • Never – this option will disable the processing step

Save and Close

Save to Contact Table

This step might appear confusing until you understand what it is looking for.  I will try to clear this up for you.  Note: The selections that are shown in BOLD are selections I have used.

extending-cdo-9

 

 

 

 

 

 

 

 

 

 

 

Step Details:

  • Description – brief description

Required Parameters

  • Email Address
    • Data Card File – select the field that contains the Email Address
    • Constant – use this for a static email address
  • Contact Type
    • Constant – regular Contact
    • Data Card – use a data card to select the contact type
  • Overwrite Existing
    • Constant – yes
    • Data Card File – use a data card to select the value

Optional Parameters

  • Append an optional parameter – this is where you will select the Contact fields that you would like to write values to from the CDO records.
    • Step 1: select the Contact field to write CDO data to
    • Step 2: click on the “Append” button

   extending-cdo-10

 

 

    • Step 3: select the Data Card field that holds the value you want written to the Contact table field you selected in step 1.

extending-cdo-11
 

 

 
Repeat Steps 1-3 for additional mapping

This Processing Step Gets Executed

      • Always – use this if there are no conditions needed to run
      • Only if the following condition is met – you can add a condition if needed
        • An example would be if you want the step to run only if a value in the CDO meets certain criterion.  (e.g. Size of your Company = X)
        • I use this condition when testing the step.  (Email address is equal to a test email address on a record in your CDO.  See figure below for example)

extending-cdo-12

 

 

 

 

 

      • When the following Data Lookup criteria -use this option if you choose to use an existing or new Data Lookup
        • Use this to set criteria against a Contact field, then map it to a CDO field or constant value
      • Never – this option will disable the processing step

Save and Close

That’s all for today’s lesson! Stay tuned for part two of this Tool Tip blog, where I will  be walking through the remaining processing steps. Coming soon!

If you have any questions or comments, post below or contact us.

By | 2018-06-29T13:44:50+00:00 December 4th, 2017|Do, Eloqua, Oracle Marketing Cloud|0 Comments

About the Author:

Kim Amato has been in the Technical Community for over 20 years in areas of IT, training and project management. She moved into the Oracle Marketing Cloud arena when Oracle purchased Eloqua several years ago and joined Relationship One in May 2016. Her motto has always been, “I may not know everything, but I will try to learn anything”. She hopes to teach readers and loves to learn, so please comment!


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