What do you get when you cross Eloqua with a Washing Machine?

What do you get when you cross Eloqua with a Washing Machine?

Now that you know how to normalize fields with a Contact Washing Machine, you’re ready to build the program that will automate it in Eloqua. To recap all the necessary pieces to build the program, you will need to have configured the following:

  • Update Rule(s)
  • Look Up Table(s)

Build a Contact Washing Machine program

  1. In Eloqua, go to Orchestration > Tools > Program Builder

  1. Click the Program Builder menu and select Create New Program

  1. Enter an appropriate program name, such as Normalize Contact Country
  2. Change the Default Member Type field to match the Entity Type of the Update Rule that you created. In these Washing Machines, we have selected Contacts

  1. Click Save
  2. Click Edit Program Flow
  3. Click Click here to add the first step in the program to create a start step. In this Washing Machine, we have named the step 000 – Start
    • Note: Try to use a number naming systems for the steps. This will create a smooth flow and help with editing step paths

  1. Click Save and Continue
  2. Enter an Action Name and select the action No Action – Pass Through Step

  1. Click Save and Close
  2. Click the arrow on the start step and select Edit Step Path

  1. Select Send to a new step and then click Continue
  2. Enter a step name. This is the step where we will use the update rule. In this example, we will name the step 001 – Normalize Country
  3. Click Save and Continue
  4. Enter an Action Name and select the action Run Update Rule Set

  1. Click the blank field next to update rule to open the Update Rule Set Search window, and then search for your update rule. In this example, we search for Normalize Contact Country
  2. Select the update rule and click OK
  3. Click Save and Close
  4. Click the down arrow on the Run Update Rule Set step and select Edit Step Path
  5. Select Send to a new step and then click Continue
  6. Enter a step name for the exit step. In this example, we will name the step 999 – Exit
  7. Click Save and Continue
  8. Enter an action name and select the action Remove from Program
  9. Click Save and Close

The resulting program should look similar to this:

Manage Picklist Values

Once the database has been cleaned, it will be important to use picklists on forms and consistent values when importing new contacts through list purchases.

  1. Click Settings > Setup > Manage Picklists
  2. Find the picklist for the contact field, in this example it’s Country
  3. Click on the name of the picklist
  4. Click the caret (^) beside Option Value
    • Edit Option
    • Delete Option

  1. To add a new choice, fill in both boxes under Add Value Choice
    • Option Value > What is written to the contact record
    • Option Name > What is displayed in the dropdown picklist
  1. Arrange the order by using the red arrows to the right
    • Note: this is the order they will appear in the dropdown picklist

Create a New Picklist

  1. Click Settings > Setup > Manage Picklists
  2. In the upper right hand corner, click Select List > New Select List
  3. Add a Name for the Picklist
  4. To add a new choice, fill in both boxes under Add Value Choice
    • Option Value: What is written to the contact record
    • Option Name: What is displayed in the dropdown picklist

5. Arrange the order by using the red arrows to the right

    • Note: this is the order they will appear in the dropdown picklist

Upload a list of Values and Names

  1. Create a .csv file that contains 2 columns: one for Value and one for Option. Add corresponding headers
  2. In the upper right hand corner, click Select List > Upload Select List

  1. Name the file and click Next
  2. Click Browse and search for .csv file
  3. Click Upload and Preview and then click Next
  4. Map the correct fields Option Name > Option Name and Option Value > Option Value
  5. Click Next
  6. No actions on this page, click Next
  7. Enter your email address to receive the notification when the prospects have been uploaded. This is good to double check there were no errors.
  8. Click Next
  9. Click Finish

Create a Program Feeder

Program feeders are important to automating this process. It is important to determine who should enter this program and how they get added. There are multiple ways a contact can enter:

  • Form submission processing step
  • Members of shared list
  • Members of shared filters
  • Manual entry

For this program, it is recommended that all contacts who do not match the picklist flow through this program daily since this is only cleaning one field. If this program is cleaning multiple fields, then you will want all contacts to flow in daily. We will set this up using a Shared Filter.

Create a Shared Filter

  1. Click Contacts > Shared Library > Shared Filters
  2. Find your SYSTEM folder, click Add a New Filter
  3. Rename your filter “SYSTEM – Country Matches Picklist
  4. In the right column, double click Compare Contact Fields
  5. Double click Compare Contact Fields in the left column to configure
  6. Select contact field, Country in this example
  7. Check the box for not
  8. Select in picklist from dropdown
  9. Choose picklist that contains the normalized Country values
  10. Click Save

Create Program Feeder

  1. Click Orchestration > Tools > Program Builder
  2. Click Members > Add Program Feeder

  1. Add members to Program Step > 100. Start
  2. Set program feeder name > Country Normalization
  3. Select source of program members > Contacts in Filter
  4. Choose the contact filter > SYSTEM: Country – Country Matches Picklist
  5. Set Evaluation > Every Day is recommended so it doesn’t bog down the database 
  6. Click Save and Close

Activate the Program

  1. Click Program > Activate.
  2. Select which mode to run the program in (Standard is recommended)

Testing the Program

Testing is a very important step in creating anything that will affect and change data in your database.

  1. Create an import file that contains test email addresses and uses values from your dirty data for Country. Make sure to add header rows in this file. You also want to make sure to test for every scenario to validate they are all working properly.

  1. Upload the test file (.xlsx or .csv) by clicking Contacts > Contacts > Upload and following the wizard
    • Make sure to note the name of the shared list these test contacts create
    • Click Settings > Setup> Program Builder > Your Contact Washing Machine
    • Click the drop-down arrow on the Start step and select Add Members to this step

  1. In the wizard, select Contact Group under the “Choose Source” section, click Continue

  1. Select your test contacts Shared List. Click Continue

  1. Click Program > Activate and select your Run Mode
  2. Check back after all the test contacts have ran through the program to ensure each contact was cleaned correctly

Once you have verified your test data, your Contact Washing Machine Program is ready to run and clean your Eloqua database in an automated fashion.

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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 07/22/2016
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Tags: Eloqua, data cleansing, contact washing machine, dirty data, how to build a contact washing machine, clean database, data remediation

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