Supported and Unsupported Assets

This table shows which child assets are supported and unsupported when migrating specific assets. For unsupported assets, you'll need to take manual action in the target instance after migration.

Assets to Migrate Supported Child Assets Unsupported Child Assets
Segments Shared Filter Filter Criteria for:
• Contact/Account Fields
• Custom Objects
• Email Activities
• Email Status
• Form Activities
• Campaign Activities
• Landing Page Activities
• Landing Page
• Groups
• Globally Subscribed/Unsubscribed
• Bounceback
• Websites
• External Assets/Activities*
• Visited/Not Visited Page Tags*
• In Opportunity Stage/Stage Type*

Shared List*
Shared Filter
Individual Contacts
Upload Contacts
Filter Criteria for
• Compare Lead Score
• Visitor Profile Fields
• Visited/Not Visited Microsites
• Has linked Record in Event
• Visited/Not Visited Page Tag Groups
Forms Contact Fields

Custom Fields

Field Groups

Progressive Profile
• List
• Staged

Processing Steps
• Update Contacts – With Form Data
• Update Contacts – With Custom Values
  ** Manual mapping
• Change Contact's Email Address
• Update Account – With Form Data
• Update Account – With Custom Values
• Update Custom Data Object – With Form Data
• Update Custom Data Object – With Custom Values
• Send Submitter an Email
• Send Notification Email Re-Direct to Web Page
• Subscribe Contacts Globally
• Unsubscribe Contacts Globally
• Add to Campaign
• Add to Shared Contact List
• Remove from Shared Contact List
• Post Data to Server
• Email Group – Subscribe/Unsubscribe
• Add to Program
• Run Integration Rules*

Processing Steps Execution
• This Processing Step Executes
  ** Always
  ** Never
  ** This Processing Step Executes – Conditionally
Apply Shared Update Rule (Form Update Rule)*

Add to Program Builder*

Cancel Event Registration*

Update Event Registration*
Landing Page – Design Image

Text

Hyperlink
• Webpage
• Landing Page
• File in File Storage
• New email message
• System Action

Form

Shared Content

Dynamic Content

Field Merge
• Contact
• Account
• CDO
• Event*
Cloud Content
Landing Page – HTML Image

Text

Hyperlink
• Webpage
• Landing Page
• System Action
• File in File Storage
• New email message

Form

Shared Content

Dynamic Content

Field Merge
• Contact
• Account
• CDO
• Event*
Cloud Content
Email – Design Image

Text

Field Merge
• Contact
• Account
• CDO
• Event*

Hyperlink
• Webpage
• Landing Page
• System action
• File in File Storage
• New email message

Signature Layout

Shared Content

Dynamic Content

Email Header

Email Footer

Email Group
Field Merge
• Query String

Cloud Content
Email – HTML Image

Text

Field Merge
• Contact
• Account
• CDO
• Event*

Hyperlink
• Webpage
• Landing Page
• System action
• File in File Storage
• New email message

Signature Layout

Shared Content

Dynamic Content

Email Header

Email Footer

Email Group
Field Merge
• Query String

Cloud Content
Multi Step Campaign Campaign Steps

Audience
• Segments

Assets
• Email
• Form
• Landing Page

Decisions
• Compare Contact Fields
• Compare Custom Object Fields
• Clicked Email?
• Opened Email?
• Sent Email?
• Shared List Member?
• Shared Filter Member?
• Submitted Form?
• Visited website?
• Compare Date

Actions
• Add to Campaign
• Move to Campaign
• Add to Shared List
• Move to Shared List
• Remove from Shared List
• Wait
• Add to Program
• Move to Program
• Add to/Move to Program Builder*

Email Configure
• Signature Rules
• Sending Options
• Scheduling
• Routing

Campaign Fields

Campaign Settings*
Update Rules

AppCloud Apps

Add/Move to Program Builder
Simple Email Campaign Simple
• Segment
• Email

A/B Test
• Segment
• Email
• A/B Test

Email delivery*
• Send Right Now
• Schedule for a later time

Advanced Sending Options*
• Use a Signature (Signature Rules)
• Include List-Unsubscribe header
• Break send into smaller batches
• Only send during certain days and hours
• Allow email to be re-sent to past recipients

Campaign Settings*
Program

Contact Data Program

Custom Data Program
Program Steps
Date Sources
Segments
Listener*

Decisions
• Compare Contact Fields
• Compare Custom Object Fields
• Shared List Member?
• Shared Filter Member?
• Subscribed to Group?
• Has Linked Contact?
• Compare Date

Actions
• Add to Campaign
• Move to Campaign
• Add to Program Builder (If program Builder exists in target instance)*
• Move to Program Builder (If program Builder exists in target instance)*
• Add to Shared List
• Move to Shared List
• Remove from Shared List
• Wait
• Subscribe Contact
• Unsubscribe Contact
• Move to Program
• Add to Program
• Add Linked Record to Program
Listener Sources
Folder Campaign Folder
Segment Folder
Shared Filter Folder
Shared List Folder
Landing Page Folder
Form Folder
Email Folder
Email Header Folder
Email Footer Folder
Images Folder
File Storage Folder
Hyperlinks Folder
Field Merge Folder
Shared Content Folder
Dynamic Content Folder
CDO Folder
Fields View Pick list Fields
• Contact
• Account
• Custom Data Object

View
• Contact
• Account

Picklist
Events Program Builder Lead Scoring Events

Program Builder

Lead Scoring
Website Setup Microsites Tracking

Redirect Links

Visitor Profiles

Page Tagging

Query Strings

Web Data Lookup
Email Setup Email Batch Control

Email Defaults

Master Exclude
Account Groups

Account Linkages
Account Groups

Account Linkages

* All components marked with "*" will have a status of 'Action Required' upon deployment. You'll need to complete the recommended actions in the target instance.

Note: This only happens if the asset that the component is pointing to doesn't exist in the target instance.

Data Access Policy

This section explains what data Transporter Sync reads or writes in your Eloqua instances.

Transporter Sync doesn't access PII (Personally Identifiable Information) data from your instance at all.

The app moves assets and their associated components across instances by reading metadata from the source instance and writing it to the destination instance. It needs read-only access to the source instance and read/write access to the destination instance.

What the App Reads and Writes

Each asset type contains different types of data. For example, emails contain both content and metadata, while campaigns contain configurations but no content. This table shows the specifics for each asset type.

Asset Type Source Instance Access Target Instance Access Included Components Excluded
Campaign Read-Only Read/Create/Update Workflow Steps Contacts/Campaign Members/Campaign Responses
Segments Read-Only Read/Create/Update Filter Criteria Segmented Contact Data
Email Read-Only Read/Create/Update HTML/Images/Field Merges definitions etc Email Activity, Field Merge values
Landing Page Read-Only Read/Create/Update HTML/Images N/A
Forms Read-Only Read/Create/Update Form Fields/ Processing Steps Form Submitted Data
Program Read-Only Read/Create/Update Workflow Steps Contacts flowing through the program
Shared Filter Read-Only Read/Create/Update Filter Criteria Segmented Contact Data
Custom Data Object Read-Only Read/Create/Update Custom Data Object Metadata and fields metadata Custom Object Records
Microsites Read-Only Read/Create/Update Microsite Name and metadata N/A
Contact Fields Read-Only Read/Create/Update Data Type/Metadata Contact Data that the field holds
Contact View/Account View Read-Only Read/Create/Update Contact/Account Field references in the view Contact Data/Account Data
Picklist Read-Only Read/Create/Update Pick List Values N/A
Email Setup Read-Only Read/Create/Update Admin Configured Values N/A
Signature Layout Read-Only Read/Create/Update Admin Configured Values N/A

Known Issues

Here are common issues with Transporter