Overview

Use this guide to connect your Eloqua instance to Reachdesk and add a Reachdesk action to an Eloqua multi-step campaign.

Connect Reachdesk to Eloqua

1. In Reachdesk, navigate to Account > Integrations from the left-side menu

2. Locate the Eloqua integration and select Link Account

3. Sign in to Eloqua and accept Reachdesk’s access request

4. Your Reachdesk and Eloqua connection is then established

Install the Reachdesk app in Eloqua

1. Install the Reachdesk application in Eloqua here

2. Complete this installation once per Eloqua instance

3. To view the installed app in Eloqua:

   • Select the cog icon in the top-right menu

   • Select Apps

Create an Eloqua campaign with a Reachdesk action

Step 1: Create the campaign

• Create a new multi-step campaign in Eloqua

• Define your audience using a segment or the decision criteria you want to use for the Reachdesk send

Step 2: Add the Reachdesk action

• In Campaign Steps, search for Reachdesk

• Drag the Reachdesk Action block onto the campaign canvas

• Star the Reachdesk app so it appears in Campaign Steps going forward

Step 3: Configure the Reachdesk action

• Select Configure the cloud action

• Choose the Reachdesk campaign you want to use

Step 4: Finish the campaign

• Activate the campaign when you are ready

Test the Eloqua and Reachdesk setup

Run a test campaign before using the integration at scale. 

Frequently Asked Questions

Where can I find the installed Reachdesk app in Eloqua? 

In Eloqua, select the cog icon in the top-right menu, then select Apps.

How do I add Reachdesk to an Eloqua campaign? 

In an Eloqua multi-step campaign, search for Reachdesk under Campaign Steps, then drag the Reachdesk action onto the canvas and configure it.

Should I test the integration before launching? 

Yes. Always test the setup first to confirm the Eloqua campaign and Reachdesk campaign are connected and working correctly.