Note: The Frequently Asked Questions (FAQ) document for Contacts with No Email Address is located at http://topliners.eloqua.com/docs/DOC-7265. It is strongly recommended that you review that document prior to following the steps in this Configuration Guide.
Overview
This configuration guide will walk you through how to use your Eloqua instance to create and update Contacts with no Email address by using a unique match identifier other than Email Address. It covers the common ways that you are able to update contact records: directly through the UI, Contact List uploads, Data Imports, Form Submits, CRM synchs and using the API. It is important to note that while you can have contacts with no Email address, if one does exist, it must be unique.
Prerequisite: If you are using this this feature for the first time (i.e. you were not a participant in the beta program), you must request to have it enabled in your Eloqua instance by logging a Service Request ("SR") with Oracle Eloqua Product Support via My Oracle Support ("MOS") at support.oracle.com.
Creating and Updating Existing Contacts with No Email Address Using the Eloqua 10 User Interface
- If you are creating a new Contact without an Email address, navigate to Contacts> Contacts> New.
- To update an existing Contact, navigate to Contacts> Contacts. Type in the name, company name or Email address of the Contact you wish to update. In the Contacts Overview search results, double-click on the corresponding contact record and click on the Field Details tab.
- Make any modifications as needed and click Save to save the Contact record. If you are not providing an Email address, continue and save the new contact.
Creating or Updating Contacts with No Email Address Using Contact List Uploads
1. Navigate to Contacts> Contacts and click on the Upload button in the top-right corner of the application window. The Contact Upload wizard opens.
2. In your source (CSV or XLS) file that contains your contacts' information, ensure that a column exists that can be used as the unique matching identifier, for example "CRM ID". The column name should reflect that identifier, as shown in the sample screenshot below:
3. In step 3 of the Wizard, Map Fields, using the drop-down list in the Uniquely Match Contacts On field, select the Field on which you wish to uniquely match contacts. For example, the following screenshot illustrates using CRM ID as the unique identifier.
4. All contacts without an Email Address will be successfully uploaded and matched based on their CRM ID.
Creating and Updating Contacts with No Email Address Using a Data Import
1. Navigate to Settings> Setup> Data Export & Import.
2. Configure a New Contact Import and specify the required fields under the Import Settings tab. Information on how to perform a Data Import in Eloqua 10 can be found in the document entitled Setup: Data Export and Import in Eloqua 10.
3. On the Field Mapping tab, select CRM ID from the drop-down list in the Unique Match On field:
4. Once the contact import runs, it will use the unique match field specified to determine whether a new contact should be created or whether an existing one should be updated.
Creating and updating Contacts with no Email address via CRM Auto Synch
1. Navigate to Settings> Setup> Integration (under the Database heading) and click the Inbound tab.
2. On the left-hand (navigation) pane, locate your data sources for Contacts by either searching for it using the search field or expanding the tree view.
3. Once you have located the correct data source, click on its name to view the details window.
4. In the Data Upload Source page on the right-hand side, in the Default Values for Transfer section, you can either create a new external call or edit an existing one.
5. The External Call window opens. Click on the Options icon in the top-right corner and select View Filter Details from the drop-down menu.
6. The Filter Details window opens, in which you determine which leads on the CRM are passed through to Eloqua. In order to support the integration of Contacts with no email address, you must remove any filters that search for a valid Email address.
7. With the filter removed and contacts with no Email address flowing into your Eloqua system, you must decide which unique identifier will be used to match contacts.
8. Within the Inbound tab, click on the Management icon and select Auto Synchs from the drop-down menu. Locate the Auto Synch for your contact integration and click on it to launch details in a separate window.
9. Expand the Field Mapping section and click Edit.
10. The Field Mappings window opens, from where where you can manage the unique identifier that will be used to match contacts.
