The Sendoso/Eloqua integration enables you to automate gifting based on an Eloqua campaign. You'll need to have Eloqua connected to Sendoso first, so click here for information on how to do that before you complete the steps below.
Create a Sendoso Campaign
To get started, navigate to your Campaigns page under the Configure tab and select "+ Create Campaign":
Follow the prompts to select the gift(s) you'd like to offer your recipients. Click here for more information and further instructions.
Create the Automation in Sendoso
Once your Sendoso campaign is created, it's now time to create the automation. If you prefer to see a demo, click here.
Head to the Automations page under the Configure drop-down menu.
Click + Create Automation in the top right corner and find the campaign you created for Eloqua. Click Next once the correct campaign is selected.
Select Oracle Eloqua. Then click Save & Continue.
Next, select how long you'd like the offer to remain available once triggered.
Then, map the contact and address fields. You'll need to type in the field name to find and select it for the mapping. Be sure to map the address fields if you're planning on offering physical gifts to your recipients.
On the next page is where you can add templates for email and notecard templates. You can use any fields available to add a touch of personalization.
Also, you will choose who will receive the notifications when this automation is triggered.
The last page is where you can confirm certain settings. Be sure to click Save & Activate when you're finished.
Add Sendoso to Eloqua Campaign
Now it's time to head over to Eloqua to add Sendoso to a campaign.
Click Create in the top-right corner, or select an existing campaign to edit and add a Sendoso step.
Once on the Canvas, you'll see a Sendoso icon as an option on the left.
First, add a step that you want to trigger the Sendoso Automation you just configured. Then, drag and drop the Sendoso action and use the arrows to connect the trigger to the action.
In the example below, a form will need to be submitted to trigger the automation.
Now you'll need to configure both steps. Double-click on each icon to choose which form (or email, or segement, etc) to use and which Sendoso automation to trigger. Click the pencil icon.
Important: Choose your team even if you only have one Sendoso team connected to your Eloqua account. This step is required.
Then, choose Automations as the Send Type. You'll then be able to choose the automation that you just configured in Sendoso.
Click Verify to make sure everything is working, then click Save in the top-right corner.
That's it! You've created a Sendoso/Eloqua automation!
Demo
Best Practices
- Require Approval: This will enable you to add an extra layer of safety for triggered sends. Read more about our required approval feature here.
- Campaign Funding Source: We recommend all automated campaigns pull from 1 dedicated funding source to avoid any confusion or issues with funding automated sends. Choose which Funding Source to pull funds from when the Sendoso Campaign is configured.
- Use variable tokens in your offer email and notecard message templates to personalize each send. This can be done in the configuration of the automation in Sendoso.
- If Address Collection is turned on, Sendoso will send an email to your recipients on your behalf. By default the emails come from mail@gifts.sendoso.com but check out our Custom Domain feature to setup your own domain to send automated gifts from.
FAQs
I configured the Sendoso step in Eloqua but my automation isn't in the list.
Check three things in order:
- Select your team on the step. This is required even if you only have one Sendoso team connected, and if your Eloqua org is connected to more than one Sendoso instance, the automation only appears under the team it was built in.
- Set Send Type to Automations, not Campaigns.
- Confirm you clicked Save & Activate on the last page of the automation setup in Sendoso.
Does the trigger have to be a form submission?
No. The walkthrough above uses a form submit as the example, but the Sendoso action can be connected to any step on the Eloqua canvas: an email click, segment membership, a decision rule, a wait step. Build whatever entry logic you want in Eloqua, then use the canvas arrows to connect it into the Sendoso action. The automation fires when a contact reaches that step.
What happens if the recipient never picks their gift?
The duration you set during automation setup controls how long the offer email stays valid. If the recipient doesn't choose a gift in that window, Sendoso expires the send and refunds it to your funding source, so you aren't paying for unredeemed offers. Set the window to match your campaign cadence: too short and you lose redemptions, too long and the budget stays tied up.
How do I test the automation without actually sending gifts?
Enable Require Approval on the Sendoso campaign. Triggered sends then land in the Pending Approval tab of the Send Tracker for a Manager or Admin to approve or reject, so you can run a contact all the way through the Eloqua canvas and confirm the trigger fired without releasing the gift. Also click Verify on the Sendoso step in Eloqua before saving to confirm the configuration is complete.
Do I need to map the address fields if I'm only sending eGifts?
Not for eGifts, but map them anyway if there's any chance a physical item gets added to the campaign later. Physical gifts won't ship without mapped address fields. One thing to know on that screen, you have to type the field name to find it, the list doesn't browse.