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Eloqua: Lead 2 Account Automation

The final program builder in Eloqua will look like the following: 

 

Eloqua_L2AM_Program_Builder.png

Where the Compare Contact Fields are:

1) Contacts whose 'SFDC Account ID' is blank (we do not want to add contacts who already has a matched account)

2) Contacts whose 'Company_LSID' is NOT blank (Only those companies that have been enriched and have a LSID are part of this program)

 

Configuring the Program Builder

Using LSIDs, Lead-to-Account matching in Eloqua may be automated, by one of the following methods:

Using Account Linkage - set the LSID field as lookup on both entities

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Using Match Rules - set up a program builder, to pull leads from an existing program to send through a “Match Rule” Mechanism, to populate Account ID/Flag to the lead.

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Handler Details

 

Handler_Details.png4.png5.png6.png7.png

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Add another step to Remove Contact from Program

 

Remove_from_program.png

Final Program Screenshot

 

Program_Builder_L2AM.png

 

Remember to add this program builder to the main program builder.

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