It's important to create a process for creating campaigns for your organization if you have more than one person launching campaigns in Eloqua. This will ensure that you have a standard approach and are not re-inventing the wheel every time you launch a campaign. Even if you're flying solo in Eloqua you should read this so you can make things as easy as possible for yourself. We're going to focus on Eloqua 10 here.

 

Email Templates

 

This is really easy. Create your email shell (header, footer, sample text) and then save it as a template. Boom - you're done.

Email_template.png

 

When you go to create a new email, just choose the template that you created.

Email_template2.png

 

Form / Landing Pages

 

Similar to emails, create a form and save it as a template. For the form, build a form with standard fields for the data that you want to capture and create some standard processing steps. Make sure your highlight via your documentation what must change within the processing steps. When you're done save it as a template:

 

Form_template2.png

 

For landing pages, it's the same process as above but this time I recommend adding a dummy text box that let's users know where to add the form (I made it fairly obvious):

Form_template.png

 

As a process, have your team select the form template, make any neccessary changes and save the new form. Next, choose the landing page template and modify it with the correct text that will inform the web visitor regarding your offer and get them to submit their data. Add the new form you created from the template in the indicated location and you're assets are done. Now you just need to add the link of the new landing page to your email (if that's what your campaign calls for). The user should know that the next step is to create a campaign on the Campaign Canvas that includes the assets.

 

Make sure you use proper naming conventions for your assets and we also recommend creating a governance document that outlines when to use certain templates so there is no confusion.

 

Chad