If this, then that: A guide to creating Lookup Tables in Eloqua

If this, then that: A guide to creating Lookup Tables in Eloqua

A Lookup Table contains useful data for automatically updating records with other data. The table itself is quite easy to build, and can help you with your system processes on a regular basis.

There are many things that a Lookup Table can do. Below are a few examples of other useful items that a Lookup Table can be used for.

  • Assign a state to a field based on a zip code
  • Translate a short code to a full-length word in another field
  • Update a sales region by state/zip
  • Update industry from a SIC code

Lookup Tables can be found in Eloqua under Data Tools: Visit Audience > Tools > Data Tools > Lookup Tables

Creating one is very easy. Visit the Data Tools Small Menu > New Lookup Table

  1. Name your Lookup Table
  2. Place it in a folder
  3. Enter your Lookup value Column Name
  4. Enter your Replacement Column Name

Pretty easy right?

There are two ways to update your table data: one by one or as an import.

 

  1. In your program, add a new step where the data will be updated.
  2. Select Run Update Rule Set

  1. Create a new Update Rule
  2. The language of your rule is to update your field, with the look up table value when the field data matches the lookup table key.

Using a lookup for something custom to your company can be a helpful tool. Think outside the box, if “you have this, you can write that” automatically.

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About Stephanie Pence
Stephanie Pence is a Revenue Engineer for The Pedowitz Group. She has an Eloqua Master Certification along with 8 years experience in Sales, Marketing and PR.

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  • Posted by Stephanie Pence
  • On 08/04/2016
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Tags: Eloqua, lookup tables, lookup table

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