Using Non-Eloqua (External) Assets in an Eloqua Campaign for Closed-Loop Reporting

You can now add offline activities as part of your Closed-Loop reporting in Eloqua 10 campaigns. External Assets are used to associate offline activities (those that occur outside of Eloqua) to your campaigns. You can define different Activity types per External Assets. In addition to passing these responses over to Salesforce.com Campaigns, you can also report on them using Eloqua’s Closed-Loop Reporting capabilities.

To Add a New External Asset:

1. Navigate to Setup> External Assets (in the Assets section).
   
   
2. The External Asset window opens.  To add a new External Asset type, click the + button in the lower-left corner of the window.  Enter the name of the External Asset in the top-right corner of the External Asset window.
   
   
3. To add a new External Activity type, click the + button below the Activity type box and enter a name for the Activity type.
   
   
4. Repeat the above steps for each External Asset and External Activity you wish to create.  Note: Activity Types must be unique across all External Campaign Types.

Setting up Campaign Response Rules for External Assets

Think about which External Asset Response Activities matter most for determining conversion.  You must specify which Salesforce.com Campaign Member Status should be associated with these Activities:

Custom Response Activities are created by merging each External Asset with their Asset Activity name. The Saleforce.com Campaign Member Status values can be created in Eloqua if they do not currently exist in Salesforce.com.

To set up a Campaign Response Rule for an External Asset:

1. Navigate to Setup> Response Rules.  The Default Campaign Response Rules window opens.
   
   
2. Create the Salesforce.com Campaign Member Status values.
3. From the Advanced Options menu in the top-right corner, select Manage Campaign Member Statuses.
   
4. If you have custom Salesforce.com Campaign Member status, click the Add button and enter the Value and Display Name (enter the same text for both) for each Campaign Member Status corresponding to the External Activity.  Note: Duplicate Campaign Member Status Values cannot and will not be created.
   
   If you click Sync Status Values, the Campaign Member Status Values you created will be pushed to Salesforce.com for campaigns that are already integrated.  You can now create the Default Campaign Response Rule for your External Assets.
5. Click Add Response Activity.  Select the Response Activity, Salesforce Member Campaign Status, check the Salesforce Responded checkbox and select this Response Activity as the Salesforce Default.
   
6. Repeat for each External Asset Response Activity.
7. Click Save to save these Activities.

Uploading External Asset Response to Eloqua Campaigns

There are two ways to upload an External Asset Response to Campaigns in Eloqua: through the Campaign Launchpad or directly into the Campaign itself.

To upload your External Asset List through the Campaign Launchpad:

1. First, you must include the name of the External Asset Name, External Activity Type and Eloqua Campaign ID as separate columns in your .csv file.  The External Asset Name and External Activity Type must match what you set up in the External Asset setup area.
   
   
2. From the navigation toolbar at the top of the application, click Campaigns to open the Campaign Launchpad.  Click Upload External Assets in the lower-left corner of the Launchpad.
   
   
3. The External Asset Upload Wizard dialog box opens.  To upload your External Assets, follow the steps in the wizard, in the same fashion as you would during a standard upload of contacts to Eloqua.
   
4. In Step 3 of the Upload Wizard, you must map the External Asset attributes required for the list upload.  The External Asset Name, Email, elqCampaignID, External Asset Name, and External Activity Type fields must be mapped to a system field.  These attributes are defined as follows:
   - External Asset Type: The left-hand pane of the Setup screen is where you define the External Asset Type Name, for example, a Tradeshow.  The External Asset Type is at the same level in the hierarchy of Eloqua assets, for example, Email or Landing Page.
   - External Activity: On the right-hand pane, you define the types of activities for each Activity Type, meaning an External Activity that can be generated by the Asset.  For example, a Tradeshow activity will have values such as Attended, Registered, etc.  These values correspond to Opened, Clicked Through, etc. in Email metrics.
   
   - External Asset Name: This is the specific occurrence of the Asset Type, for example, if these are Tradeshows, then the Asset Name might be Eloqua Experience 2013, Dreamforce, OpenWorld, etc.  The name you use for this field can be the name used during the upload, or any other value you wish (it does not have specific requirements).
   - External Asset Date: This is the date on which the External Activity occurred.  Note: the required format for this field is mm/dd/yyyy.
   - Email Address: This is the Email Address of the person (contact) performing the activity.
   
   

1. In Step 4, map the remaining fields in your .csv file to the corresponding contact fields.
   
   
2. In Step 5, enter the Email Address to which you want the upload notification Email to be sent.
   
   
3. If the upload was successful, you will receive an Email indicating that the new asset was created for the desired Campaign:
   
   
4. If you wish to upload this list to Salesforce.com, then you must repeat the upload through the standard contact upload process in order to create a Shared List.  Once a Shared List has been created, you can then add the list to your CRM Update Program.

To upload your External Asset List directly to a Campaign:

If you have a list of Contacts from the same Campaign, you can upload the list directly into the Campaign.  In this scenario, you do not need to include the elqCampaignId in the list upload, just the Email Address, External Asset Name and External Activity Type.

1. To upload the list directly into your Campaign, navigate to the Campaign Settings and select the Upload External Asset option.
   
2. Repeat the upload process as described above.  Note that you do not need to map the elqCampaignId field.