Twilio: Phone Lookup User Guide

The Twilio: Phone Lookup Application will allow the user to:

• Validate Eloqua Contacts Phone Numbers
• Append Phone Type (Mobile/Landline)
• Append Phone Carrier (AT&T/Verizon/Sprint/...)

This Guide will outline:

• How to configure Eloqua to receive lookup information
• How to add the Twilio: Phone Lookup App to an Eloqua Campaign
• How to create a new configuration using the Sureshot App

Configure Eloqua to Receive Lookup Information

The Twilio: Phone Lookup Application may be configured to write data to Eloqua Contact Fields, an Eloqua Custom Object, or Both. This must be configured before using the app.

Creating Eloqua Contact Fields for Twilio: Phone Lookup

1. Open Eloqua
2. Click the Settings gear on the top right of the page
   
3. Click 'Fields and Views' under the Database Setup section 
   
4. On the next page, click the plus sign on the bottom left. 
   
5. Click 'Add Contact Field'
   
6. The edit screen for the new Contact Field will appear. Input 'Phone Lookup - Phone Number Result' in the 'Display name' field. Other fields should appear as follows:
   
7. Once completed, click the 'Save' button on the bottom right. 
8. Repeat steps 2-6 to create 6 additional Contact Fields for the Phone Lookup application. Here are names of the new Contact Fields the application will use:
   
   • Phone Lookup - National Format
   • Phone Lookup - Country Code Result
   • Phone Lookup - Lookup Status
   • Phone Lookup - Lookup Status Message
   • Phone Lookup - Carrier Name
   • Phone Lookup - Phone Type

Creating an Eloqua CDO for Twilio: Phone Lookup

1. Open Eloqua
2. Click the Contacts Menu and select "Custom Object"
   
3. Click Custom Object
   
4. Click New Custom Object
   
5. In the "Display Name Field'' enter 'Twilio Lookup Results'. Other fields should appear as follows
    
6. Click Next
   
7. In the top right click "Custom Object Record Fields"
   
8. Click "Add New Field"
   
9. For "Field Name" enter 'Phone Number Result'. Configure the following fields as follows:
   
10. Click Save
11. Repeat steps 7-9 to create the following fields:
    
    • Phone Lookup - National Format
    • Phone Lookup - Country Code Result
    • Phone Lookup - Lookup Status
    • Phone Lookup - Lookup Status Message
    • Phone Lookup - Carrier Name
    • Phone Lookup - Phone Type
12. Click Next at the bottom right
    
13. Click Next again
14. Click Save. The new Twilio Custom Object should appear as follows
    
    
    
    

Adding and Configuring the Twilio Lookup Application in an Eloqua Campaign

1. Create a new Eloqua Campaign
2. Using the Campaign Steps Menu add a "Segment Members" and a "Wait" Step 
   
3. Using the same "Campaign Steps Menu" add "Phone Lookup Validation" step to the campaign
   
   ^{Note: If the application does not appear in the menu click the Arrow next to "Campaign Steps" to view more options}
   
   
4. Double Click the application to open the edit window
   
   
   
5. Click the Pencil icon to begin creating a new configuration 
6. The Sureshot Portal will open inside of Eloqua. If this is the first use of the application the user will be prompted to enter Sureshot Platform Credentials
7. Begin by naming the configuration. This name will be used to identify each instance of the application
   
8. Under Contact Fields choose the Eloqua Contact field containing the phone number to be processed by the application
   
9. To write data back to an Eloqua Contact map each field to the corresponding Eloqua Contact Field
   
   Note: Carrier Name and Phone Type are Optional lookup fields. If mapped the user will incur extra charges
10. To map lookup results to CDO click the checkbox next to "CDO Mapping Fields"
    
11. Select the Eloqua Custom Object where the data will be written
    
    
    
12. Click the checkbox next to "Use Email Address as Id" to map the Eloqua Contact Email to the Id Field in the CDO. If left unchecked the application will generate a unique identifier
    
13. Map the ID field to the Corresponding CDO Field
    
14. Map the application to the corresponding CDO Fields where look data will be written
    
15. Click Submit
    
16. A green success box will indicate your new configuration has been created and saved
    
17. Close the Sureshot Window
18. Connect the Application to the rest of the Campaign
    
19. Save the Campaign
20. Activate the campaign to begin processing Eloqua contacts

Phone Lookup Results Definitions