Using Eloqua with Zoom Events

Hosts can use the Eloqua Zoom Events integration app to connect Zoom Events and Zoom Sessions with their Eloqua campaigns. Registrants and attendees to Zoom Events can automatically be added to the Eloqua campaign. Eloqua contacts can be registered for a Zoom Event using an action step. Once contacts are in an Eloqua campaign, they can be targeted and engaged through standard marketing automation practices as well as synced to external CRM systems through the Eloqua CRM integrations.

Note: If a registration comes from an external marketing form or workflow, that registrant will be granted guest join authentication automatically.

Requirements for using Eloqua with Zoom Events

• Pro, Business, Enterprise, or Education account
• Zoom Events Unlimited license or Zoom Events Pay Per Attendee license; or, Zoom Sessions Unlimited or Zoom Sessions Pay Per Attendee license
• Stripe or PayPal Business account is required to create paid events

How to add the Eloqua app to your Zoom account as a user

Contact your Zoom account owner or admin to add the Eloqua app from the Zoom App Marketplace.

Note: The Zoom account that is authenticating the integration must also be added as a hub host account to the Zoom Events hubs. Without hub host access, the Eloqua integration cannot access Zoom Events.

After adding the app, the Zoom account owner or admin must provide Zoom integration access to your Eloqua account to sync Zoom Events with Eloqua campaigns.

How to connect Eloqua to Zoom Events as an account admin

1. Sign in to the Zoom App Marketplace as the Zoom account admin.
2. In the search box, search for Eloqua, then click the Eloqua listing.
3. In the top-right corner, click Add.
4. View the summary of services the app uses, then click Accept and Install.
5. View the summary screen of data that is shared with Eloqua, then click Allow.
   You will be redirected to an Eloqua sign-in screen, where you must have Eloqua admin privileges.
6. Sign in to Eloqua.
7. On the Eloqua screen, click Accept to initiate the Zoom OAuth process and the rest of the steps you already documented.
   The Zoom app will be listed in the Eloqua AppCloud Catalog under My Apps and visible in Eloqua campaigns as campaign steps. The Eloqua app will be displayed in the Integrations tab in the Zoom Events setup.
8. Create an Eloqua campaign.
   • Follow the instructions for the Register Feeder, Attendance Feeder, and register action steps.

Confirm the Eloqua integration is connected to Zoom Events

1. Sign in to Zoom Events as the event host.
2. Create an event.
3. In the navigation menu, click the Integrations tab.
4. Ensure that the Eloqua app is visible.
   If it is not visible, the app installation is not associated with that Zoom Events account.

Use Zoom Events with Eloqua

The Eloqua Zoom Events integration is used primarily through Eloqua campaigns to add or update contacts in Eloqua as well as send registrants to Zoom Events from Eloqua.

• Register Feeder automatically adds registrants from a Zoom Event to an Eloqua campaign. Add the Zoom Event ID and set the refresh frequency.
• Attendance Feeder automatically adds attendees from a Zoom Event to an Eloqua campaign. Add the Zoom Event ID and set the refresh frequency.
• Action Step automatically registers contacts from an Eloqua campaign for a Zoom Event. Issue a corresponding ticket to the chosen event. Contacts are immediately visible in the Zoom Event registration list.

Note: The registration and attendance feeder apps also appear in the Eloqua Program Canvas. Hosts can capture registration data from Zoom Events and update the contact profile with that data.

How to use the Register Feeder

1. In the Campaign Steps panel, under Audience, find the register feeder step called Zoom Webinar and Zoom Events Register Feeder. 
2. Add the register feeder step to the campaign canvas or drag and drop this to the campaign canvas, then open the step and click the Configure icon.
   There will be options for Meeting, Webinar, and Zoom Event.
3. Click the Zoom Event option.
4. Add the Event ID that is provided in the Zoom Events creation flow (in the Dates & Links header), then click Submit.
5. Click the Settings tab.
6. (Optional) Choose an Eloqua field to add the unique join link for a contact.
7. Choose the run frequency.
8. Select the end date and time, then click Save.
9. Activate the Eloqua campaign.
   Registrants are immediately added to the Eloqua campaign.
   Note: Registrants already in the Zoom Event will automatically sync to Eloqua as soon as the campaign is activated. New registrants will be added through the feeder as they register for the Zoom Event at the frequency defined in the feeder step.

Use field mapping for Zoom Events registration fields

All default fields for Zoom Events registration are automatically sent to Eloqua. This feature also allows Eloqua users to map the Zoom Events registration fields to Eloqua fields in the Eloqua feeder step.

• An Eloqua user can click the registration feeder app in the Eloqua campaign. When they click the Zoom Events tab, they can add the event ID. Below the event ID, the Field mapping section will appear, where users can map Zoom registration fields to Eloqua fields.
• In the Field mapping section, there will be two columns with dropdowns. The first column is Zoom Events Fields, and the second column is Eloqua Contact Fields. There is also an Add field option.
• When the user clicks Add field, a new row will appear with the two columns with dropdowns. They can click the Zoom Events Fields dropdown to open all the Zoom Events registration fields (default or custom). They can click the Eloqua Contact Fields dropdown to view their Eloqua contact fields (default or custom).

Note: Based on the event ID used, a dropdown will appear and display all Zoom Events registration questions that are configured on Zoom Events for that event ID (default or custom).

When a registered contact enters the Eloqua campaign, if they are an existing contact, they will be updated with the corresponding registration fields from Zoom Events. If they're a new contact, they will be added to the system, and the mapped fields will be updated. Any data captured in a Zoom Events form will be sent to Eloqua using the enhanced feeder app.

To use field mapping for Zoom Events registration fields:

1. Access the register feeder.
2. Click the Field Mapping tab.
3. Add the respective Event ID, then click Submit.
   The correct fields associated with that object will be retrieved. The default Zoom fields will be automatically mapped to corresponding Eloqua contact fields.
4. Update mapping or map custom fields as desired.
   Contact fields will be updated based on field mapping.  

How to use the Attended Feeder

1. In the Campaign Steps panel, under Audience, find the attendance feeder called Zoom Webinar and Zoom Events Attended Feeder.
2. Add the attendance feeder step to the campaign canvas or drag and drop this to the campaign canvas, then open the step and click the Configure icon.
   There will be options for Meeting, Webinar, and Zoom Event.
3. Click the Zoom Event option.
4. Add the Event ID that is provided in the Zoom Events creation flow (in the Dates & Links header), then click Submit.
5. Choose the run frequency.
6. Select the end date and time, then click Save.
7. Activate the Eloqua campaign.
   Attendees will be added to the Eloqua campaign after their first attended session ends.
   Notes:
   • Attendees are only added to the Eloqua campaign once.
   • Registrants who have already attended a session in the Zoom Event will automatically sync to Eloqua as soon as the campaign is activated. New attendees will be added through the feeder as they register for the Zoom Event and as they attend their first session of the event, regardless of whether it’s a meeting or webinar session.

It will take up to an hour after an attendee has attended their first session for them to be added to the Eloqua Attended Feeder.

How to use register action steps

1. In the Campaign Steps panel, under Actions, find the action step called Zoom Webinar and Zoom Events Register.
2. Add the action step to the campaign canvas or drag and drop the action step to the campaign canvas, then open the step and click the Configure icon.
   There will be options for Meeting, Webinar, and Zoom Event.
3. Click the Zoom Event option.
4. Add the Event ID and the Ticket Type ID provided in the Zoom Events creation flow, then click Save.
   Contacts from the register action step will be immediately registered for the Zoom Event with the chosen ticket. In Zoom Events, Eloqua registrants will be shown as Pre-registered. Contacts who are registered multiple times will be registered for the last confirmed ticket they were assigned.
5. Confirm registration by navigating to the registration list.

Note: Contacts will be registered with their First Name, Last Name, email address, and Ticket Type ID.

Add pre-registered registrants to retroactive syncs

​Event hosts may have published and collected registrations already without the Eloqua integration setup. At this point, the registrations have not been sent to the marketing system. Once the host configures the marketing integration and clicks Save, if there are registrations from a pre-registration source (UI, API, external integration), they will automatically sync to the marketing system retroactively.

Pre-registrations will return to users' marketing platforms retroactively. Registrants that come through the pre-registration flow (Zoom Events platform, API, or external integrations) are treated the same as the native Zoom form registrations in the retroactive sync. The Eloqua integration will apply retroactive syncs of pre-registrations.

Apply retroactive sync of pre-registrations to the Eloqua integration:

• Contacts will be added to the registration feeder step.
• Contacts will be added to the attendance feeder step.

How to use decision steps

1. In the Campaign Steps panel, under Decisions, find the Zoom Webinar and Zoom Events Registered and Zoom Webinar and Zoom Events Attended decision steps.
2. Add the decision step to the campaign canvas or drag and drop the decision step to the campaign canvas, then open the step and click the Configure icon.
   There will be options for Meeting, Webinar, and Zoom Event.
3. Click the Zoom Event option.
4. Add the Event ID, then click Save.
   Contacts will route based on whether they have registered or attended that given event/webinar at the time they enter the decision step.

How to generate custom objects with engagement data

Zoom can store advanced engagement data in Eloqua custom objects, including:

• Event/session details
• Attendance duration
• Poll responses
• Questions asked
• Recording watched time

The first time the integration is used for attendance data, Zoom will automatically create a new custom object called Zoom Events Engagement. The custom object will be visible under Custom Objects in Eloqua.

When the Eloqua integration is installed, a corresponding Eloqua custom object is created. This custom object can accept the session-level engagement data. If the integration is already installed, an update from the marketplace will occur, which will generate the custom object automatically. Additionally, for each session a contact attends, a separate custom object record is created.

The Recording Watched activity  will have the watch duration in minutes. This activity is session-specific. For each session that is watched, those separate custom object records are created and updated accordingly. A custom object record will be generated for a Recording Watched activity, even if the attendee did not attend the event while it was live.

To generate engagement custom objects for an event, create an attendance feeder for that given Zoom Event ID. A simple feeder will trigger custom objects to be generated.

View generated records

• Under Custom Objects, you can view all the generated records for the Zoom Events Engagement custom object. A new record will be created per attendee per session they attend. Opening an object record will show the relevant custom object data retrieved from the session. This data can be used in many different ways in Eloqua, including scoring, segmentation, and personalization.
• When a contact attends webinars or event sessions the custom object records will be visible under Linked records. The contact email address is used to link back to a contact. 
• Opening the custom object record will show the different engagement details from that particular session the contact attended. 

Zoom Events information shared with Eloqua

• Event registration: Event registration is the names and emails associated with a registrant for a Zoom Event when they register.
• Event attendance details: Event attendance details include names, emails, and event attendance status upon completion of each session. Attendance is sent to Eloqua upon the first session that is attended within the event.
• Event details: Event details include the event ID, session titles, and start times upon completion of each session.

Zoom Events + Eloqua data security

This app accesses and uses the following information from your Zoom Event:

• Event registration: The names and emails associated with a Zoom Event are added to the Eloqua campaign feeder.
• Event attendance details: Event attendance details include the names, emails, event attendance status, and attendance status for each session that are associated with a Zoom Event and added to the Eloqua campaign feeder.
• Event details: Event details include the event ID, session titles, and start times that are associated with a Zoom Event upon completion of each session.