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Linking accounts to contacts - Oracle Help Center
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You can link accounts to contacts by mapping a specific contact field to a specific account field in your instance of Eloqua. Any significant activity of a contact that is linked to an account can be then associated with that account. Linking is also particularly useful when creating segments, as you can quickly construct a targeted audience based on companies (accounts) relevant to a campaign. “When you link a contact field and account field in Eloqua, the association between any contacts and an account is established only when the values in each of the linked fields are identical.” Example: Once linked, if you have an account with "Acme Corp" in the Company Name account field, all contacts with "Acme Corp" in their Company contact field will be linked to the account.
“Any significant activity of a contact that is linked to an account can be then associated with that account.” When you link a contact field and account field in Eloqua, the association between any contacts and an account is established only when the values in each of the linked fields are identical. For example, if you link the Company contact field with the Company Name account field in your instance of Eloqua, then a correct association will only be reflected in your records when the values for these fields match.
“Linking is also particularly useful when creating segments, as you can quickly construct a targeted audience based on companies (accounts) relevant to a campaign.” When you link a contact field and account field in Eloqua, the association between any contacts and an account is established only when the values in each of the linked fields are identical. For example, if you link the Company contact field with the Company Name account field in your instance of Eloqua, then a correct association will only be reflected in your records when the values for these fields match.
“You can link accounts to contacts by mapping a specific contact field to a specific account field in your instance of Eloqua.” When you link a contact field and account field in Eloqua, the association between any contacts and an account is established only when the values in each of the linked fields are identical. For example, if you link the Company contact field with the Company Name account field in your instance of Eloqua, then a correct association will only be reflected in your records when the values for these fields match.
You can link accounts to contacts by mapping a specific contact field to a specific account field in your instance of Eloqua. Any significant activity of a contact that is linked to an account can be then associated with that account. Linking is also particularly useful when creating segments, as you can quickly construct a targeted audience based on companies (accounts) relevant to a campaign. “For example, if you link the Company contact field with the Company Name account field in your instance of Eloqua, then a correct association will only be reflected in your records when the values for these fields match.” Example: Once linked, if you have an account with "Acme Corp" in the Company Name account field, all contacts with "Acme Corp" in their Company contact field will be linked to the account.
Example: Once linked, if you have an account with "Acme Corp" in the Company Name account field, all contacts with "Acme Corp" in their Company contact field will be linked to the account. “However, if one of those contacts has instead "Acme Corporation," "Acme," or anything that isn't identical to the Company Name account field, then that particular contact will not be associated with the account (until the discrepancy is fixed).” Account linkage is systemic, meaning that the relationship between the specified contact field and account field is applied across your entire instance of Eloqua. Since multiple contacts will be paired with a single account, you are required to use a unique identifier in the account field that you select for the linkage. In other words, if you have more than one account with the exact same value for a field, that field will be rejected by dependency check prior to linkage.
Example: Once linked, if you have an account with "Acme Corp" in the Company Name account field, all contacts with "Acme Corp" in their Company contact field will be linked to the account. “As always, it is pivotal that the values in your records are accurate.” Account linkage is systemic, meaning that the relationship between the specified contact field and account field is applied across your entire instance of Eloqua. Since multiple contacts will be paired with a single account, you are required to use a unique identifier in the account field that you select for the linkage. In other words, if you have more than one account with the exact same value for a field, that field will be rejected by dependency check prior to linkage.
“Any significant activity of a contact that is linked to an account can be then associated with that account.” When you link a contact field and account field in Eloqua, the association between any contacts and an account is established only when the values in each of the linked fields are identical. For example, if you link the Company contact field with the Company Name account field in your instance of Eloqua, then a correct association will only be reflected in your records when the values for these fields match.
“Linking is also particularly useful when creating segments, as you can quickly construct a targeted audience based on companies (accounts) relevant to a campaign.” When you link a contact field and account field in Eloqua, the association between any contacts and an account is established only when the values in each of the linked fields are identical. For example, if you link the Company contact field with the Company Name account field in your instance of Eloqua, then a correct association will only be reflected in your records when the values for these fields match.
Select the desired contact field: Click the Contact Field search button . Locate the contact field. You can type the name of a field into the Search field, and then click Search. Alternatively, click View All to get a list of all contact fields in your database, or click Create New to create a new field altogether. Click the contact field in the search results below. Click OK. “Tip: In the event that you have a CRM integration set up, a field called CRM Account ID will exist for both contacts and accounts.” (Optional) Select or deselect the option to perform a case-sensitive match. This may be helpful in cases where companies have unconventional or alternating casing in their names.
Select the desired contact field: Click the Contact Field search button . Locate the contact field. You can type the name of a field into the Search field, and then click Search. Alternatively, click View All to get a list of all contact fields in your database, or click Create New to create a new field altogether. Click the contact field in the search results below. Click OK. “The CRM Account ID is unique to each account, but shared for every contact derived from an account.” (Optional) Select or deselect the option to perform a case-sensitive match. This may be helpful in cases where companies have unconventional or alternating casing in their names.