Connect Oracle Eloqua to ClickSend SMS with LeadsBridge
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In this article, you'll learn how to set up the bridge and connect Oracle Eloqua to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- Head over to the left sidebar and click on the Create new Bridge green button
- You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
- Choose Oracle Eloqua as the source for your bridge
- Choose ClickSend SMS as the destination for your bridge
- Click on the Continue button
- At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your Oracle Eloqua with ClickSend SMS
Step 2.A: Setup your Oracle Eloqua integration
- Click on Connect Oracle Eloqua
- Click on Create new integration to connect your Oracle Eloqua (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Oracle Eloqua integration
- Fill Company, Username, Password, Sort segments? field to connect Oracle Eloqua with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Oracle Eloqua and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Oracle Eloqua is connected, you can continue with the set-up of your bridge
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Step 2.B: Configuration details for Oracle Eloqua
How to get Company, Username, Password, Sort segments?
Company Name, Username, and Password are the same that you use to login your Eloqua account.
( Learn more)
Other Info
Eloqua integration supports the production environment URL.
Step 2.C: Setup your ClickSend SMS integration
- Click on Connect ClickSend SMS
- Click on Create new integration to connect your ClickSend SMS (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the ClickSend SMS integration
- Fill API Username, API Password, Send SMS from, Lead Notifications to (Namephonenumber> or phonenumber) field to connect ClickSend SMS with LeadsBridge
- Click on the Authorize button
- You can choose a name for this ClickSend SMS and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your ClickSend SMS is connected, you can continue with the set-up of your bridge
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Step 2.D: Configuration details for ClickSend SMS
How to get API Username, API Password, Send SMS from, Lead Notifications to (Namephonenumber> or phonenumber)
Please follow these steps in order to find the API Username and API Password:
1. Log in to your ClickSend SMS account
2. Click on Dashboard>> Account
3. Add/Edit Subaccounts
4. Copy/Paste in the LeadsBridge's integration
1. Log in to your ClickSend SMS account
2. Click on Dashboard>> Account
3. Add/Edit Subaccounts
4. Copy/Paste in the LeadsBridge's integration
To fill out the other integration's field
1. In the "Reply-To," (Optional) field enter the email address that the leads will reply to.
2. Enter in the "Send SMS from" the phone number that sends the SMS - it should contain a maximum of 11 characters and no spaces.
3. In the "Lead Notifications to" field enter the phone number where do you want to send the leads; if you want to send an SMS to the lead’s phone number, enter the string @@phonenumber@@.
1. In the "Reply-To," (Optional) field enter the email address that the leads will reply to.
2. Enter in the "Send SMS from" the phone number that sends the SMS - it should contain a maximum of 11 characters and no spaces.
3. In the "Lead Notifications to" field enter the phone number where do you want to send the leads; if you want to send an SMS to the lead’s phone number, enter the string @@phonenumber@@.
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Step 2.E: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
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- Type the address(es) where you'd like to receive the receipt
- You may also modify the Subject line of the email
Step 3: Fields Mapping
Here you'll be able to map your Oracle Eloqua information with your ClickSend SMS fields.
- You will have ClickSend SMS fields on the left. Match the information you wish to pass align from Oracle Eloqua
- Based on ClickSend SMS functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
- You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
- You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
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Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
- Click on the link Add Filter for Incoming Leads on the top left
- A popup wil be opened where you can configure the filter
- You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
- Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
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Step 4: Save and Publish
- Click on the Save and publish button
Congratulations! Now your bridge is up and running
Do you need help?
Here some additional resources:
- Oracle Eloqua documentation page and common questions
- ClickSend SMS documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button