Contact Data Normalizer Cloud App

This post will describe the Contact Data Normalizer Cloud App, and how to use it within your instance of Eloqua.

With the Contact Data Normalizer Cloud App, you can now normalize the data in a given field against a number of maintained master lookup tables.

In order to use the App, you must be registered at cloudconnectors.eloqua.com.  When creating your account, make sure the user whose Eloqua credentials you provide is added to the “API Users” security group to ensure it has API access.  Your Eloqua administrator will have to do this for you.

What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

Contact Data Normalizer Cloud App Components

The Contact Data Normalizer Cloud App consists of the following Cloud Connector:

• Contact Data Normalizer - allows you to  normalize the data in a given field against a number of maintained master lookup tables.

ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

Installation and Configuration

To install the app in Eloqua, do the following.Log into cloudconnectors.eloqua.com and click on the Apps menu.

Click on Contact Data, then Data Normalizer, and the following screen will appear:

Click on Install Connector.  You'll then be shown the installation screen.

If you are an Eloqua administrator, you can click on Add Connector, and it will take you to the Cloud Connector Management area in your instance, with the install settings pre-populated.

You can also choose to do a Manual Install (note the settings above) and then go into the Cloud Connector Management are in your instance.  Enter the settings as shown below.

  Enter the following information:

• Service Name:  Contact Data Normalizer
• Service URL: https://cloudconnectors.eloqua.com/StepAdmin/AutomatedStepOverview.aspx?StepID={STEP_ID}&Company={COMPANY}&stepType=ContactDataNormalizer
• Unique Id: ContactDataNormalizer
• Click the Add button

To configure the App, do the following:

• Add a step to your marketing automation program at any point you would like to run the contact data normalizer connector on a Contact record.
  • Note: The Cloud Connector will run on any Contact that flows into that step, and return the result(s) to another field within the Contact record.
  • Make sure that you have an account on cloudconnectors.eloqua.com.
  • Drag a "Send to Cloud Connector" step onto the Canvas from the toolbar:

• Double-click on the "Send to Cloud Connector" step, select Contact Data Normalizer from the list, and click on the configuration button.

• When the Login screen appears, enter your cloudconnectors.eloqua.com credentials and click Log In.

• Next the first setup screen for the App will appear.

• The value for Step ID will automatically populate.  Select your Eloqua Credential, then click Go.

• The Configuration page will then be displayed.

On the Configuration tab, enter the following information:

• Description (optional):  Some text about this connector instance
• First Normalization Set - Fifth Normalization Set: These are the maintained master lookup tables used to normalize your data.  You can select up to 5 sets, each to be used with the fields specified on the Mappings page.  Options are as follows:
  • Country to ISO 3 letter - Returns the 3 letter code for a given country
  • Country to ISO 2 letter - Returns the 2 letter code for a given country
  • Country to ISO Numeric - Returns the numeric code for a given country
  • Country to Internet domain - Finds the internet domain for a given country (for example, Canada would return .ca)
  • Title to Level - Returns a job Level for a given job Title.  See table below for some examples of normalized values:

• Title to Role - Returns a job Role for a given job Title.  See table below for some examples of normalized values:

• State (+ Country) to State - Returns the state for a given State and Country combination.
• Country to World Region - Returns the World Region for a given country (NA, EMEA, APAC, LA)

• Click Save Settings.

• Next, click on the Mappings tab.

On the Mappings tab, choose the following:

• Email Address:  The field on the Contact record containing the email address.

• First Normalization Set - Fifth Normalization Set:  The contact data that you wish to normalize, based on the Normalization Sets chosen on the Configuration page.

  • Lookup Field: The contact field containing the data you wish to normalize.
  • Return Field: The contact field to write the normalized data back to.
• Click Save Settings.

You are now ready to Test the connector to make sure all is set correctly.  Click on the Test tab.

Once your step is enabled and running, the Step Members testing tab will show you the counts of contacts in your step.

The Run Manually testing tab will allow you to perform a Dry Run or a Full Run of your step.

A Dry Run will simulate a run, but will not actually write the data back to Eloqua.  A Full Run will perform a run of your connector, actually updating Eloqua.

Use the Sample Data tab if you wish to test your setup on select contacts.

Enter their email addresses, one per line, and click Test Contacts. (these contacts must already exist in your instance).

       (Note: If you check the Full Run box, the data will be written to Eloqua, if left unchecked, it will simulate the connector and show you the results.)

To check the history of your step execution, click on the History tab.

Now that you have tested your step, it's time to enable it.  Click on the Credentials tab.

When you are ready to enable your step, click the Enable Step button. (Note: Remember to also enable your program in Eloqua)

As Contacts flow into the step, the app will evaluate the data in the chosen contact fields (Lookup Fields) against the chosen Normalization Sets, and write the normalized value back into the contact fields selected as Return Fields.