New Kapost Calendar for Eloqua

In conjunction with Eloqua, Kapost has recently introduced a free calendar application for Eloqua users. If you’re having trouble organizing your campaigns and planning your marketing initiatives, a calendar is a simple, but must-have tool in your toolbox. The application will display all Eloqua emails on a calendar inside your Eloqua instance.

How Does It Work:

The Kapost Calendar App is the first editorial calendar available in a marketing automation tool. A calendar was the most requested feature by Eloqua users, sparking the collaboration between Eloqua and Kapost.

By downloading the App from the Eloqua App Cloud, you will be able to access a visual view of your active and scheduled Eloqua emails and campaigns. Instead of wondering whether an email went out on the right day, or trying to calculate when the third email in a new nurture campaign will be delivered for the first time, the Kapost Calendar App clearly displays the timing of your Eloqua initiatives.

The Calendar App has two views: the Content View and the Campaign View. In the Content View of the Calendar, you can see either a monthly, weekly, or daily view of each scheduled or sent email. Emails are also color-coded by campaign, so you’ll be able to avoid overlapping content and see the status of specific emails within those campaigns. You can also enter Campaign View, which shows all active or scheduled campaigns by quarter (Q1 – Q4) and month (January – December).

With the installation of the Kapost Calendar App, users will be able to:

• Understand which emails and campaigns are live, or when they are first scheduled to begin
• Eliminate labor intensive spreadsheets
• Better manage content producers
• Visualize reaching tangible email and campaign production targets
• Plan campaigns based on dates and wider marketing initiatives
• Make sure campaigns based on seasons or specific dates, for example, holiday newsletters or conference follow up, are on time and on task

Want One? First, Become a Beta User

Before you can install the App, you need to become a Beta User. Here’s how:

1. Head to Kapost’s page on the Eloqua App Cloud (bit.ly/KapostApp)
2. Click the green “Get App” button in the right hand corner.
3. You will be redirected to a landing page. Complete the form to become a Beta user.
4. Check your inbox! You’ll receive an email confirming that your request is being processed.
5. You will be added to the list of Kapost Calendar App Beta users by Eloqua. Once added, you will receive another confirmation email with further information and a link to begin the installation process.

How to Install the Kapost Calendar in Eloqua (for non-Kapost customers)

Kapost customers, skip to the next section! Now that you’re a Beta User, follow these next steps to install the Calendar App:

1. Onceyou’vebecomeaBetauser(seeinstructionsabove),logintoEloqua.
2. Next, click the appropriate link in your confirmation email (based on your Eloqua POD number) and click the “Accept” Button.
3. You should then see a confirmation page.
4. Next, open a new window and log into Eloqua (if you are already logged in, be sure to log out and log back in to refresh your instance).
5. Under Setup, then click Cloud Catalog.
6. When you’re in the Cloud Catalog, the Kapost Calendar App will appear under Available Apps.
7. This is important: Click Configure.
8. You will then see a Permissions pop-up. Click Configure.
9. Next, you will see a Kapost sign in window. Create a new account by entering your email address (the same email address you use in Eloqua) and choosing a password. Click Create.
10. You will then need to log in with Eloqua again, and confirm that you’d like Eloqua and the Kapost Calendar App to communicate. Follow the steps to log in and click Accept.
11. Finally, you’ll see a Kapost screen. Click Complete Installation. Success! You’re ready to go.
12. To access the Kapost Calendar App, go to either the Campaigns or Assets screen in Eloqua.
13. You will see the App Cloud icon (a blue cloud and green arrow) on the right side of the screen. Click the icon.
14. All of your Eloqua Cloud Apps will appear. Click to open the Kapost Calendar App.
15. Get Calendaring!

Here are the steps you need to follow (for Kapost customers):

1. Once you’ve become a Beta user (see instructions above), log into Eloqua.
2. Next, click the appropriate link in your confirmation email (based on your Eloqua POD number) and click the “Accept” Button.
3. You should then see a confirmation page.
4. Next, open a new window and log into Eloqua (if you are already logged in, be sure to log out and log back in to refresh your instance).
5. Under Setup, then click Cloud Catalog.
6. When you’re in the Cloud Catalog, the Kapost Calendar App will appear under Available Apps.
7. This is important: Click Configure.
8. You will then see a Permissions pop-up. Click Configure.
9. Next, you will see a Kapost sign in window. Enter your current Kapost account information. Click Sign In.
10. If you only have one Kapost instance (most common), we will automatically associate the Calendar App with it and you can skip this step. However, if you have multiple instances, at this point you will need to choose which Kapost instance you’d like to sync with the Kapost Calendar App in Eloqua. Each instance can communicate with only one Eloqua instance.
11. You will then need to log in with Eloqua again, and confirm that you’d like Eloqua and the Kapost Calendar App to communicate. Follow the steps to log in and click Accept.
12. Finally, you’ll see a Kapost screen. Click Complete Installation. Success! You’re ready to go.
13. To access the Kapost Calendar App, go to either the Campaigns or Assets screen in Eloqua.
14. You will see the App Cloud icon (a blue cloud and green arrow) on the right side of the screen. Click the icon.
15. All of your Eloqua Cloud Apps will appear. Click to open the Kapost Calendar App.
16. Get Calendaring!

If you’re interested in learning more please refer to our App User Guide for general FAQ’s. Please contact your Kapost Account Manager or support@kapostv1.wpengine.com if you aren’t yet a Kapost customer to learn more.