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Our sales and marketing team at Vidyard stands behind the belief that email-nurturing programs are one of the most effective mediums for leveraging video content.

 

Here are the basics for putting video into your campaign effectively:

1. Choose a catchy image with a large play button over top of it and place it in the email.

2. Give your reader the opportunity to click the image or text describing the video and length of content. Both should link to your desired landing page.

3. Place your video on the landing page and set it to auto-play (update: there is often a query string to autoplay the video - this reduces the number of clicks from email campaigns while not making your landing page obnoxious to organic web traffic).

4. As a general guideline, your video should be 30-90 seconds for top of funnel campaigns and 1-30 minutes for individuals further down the funnel.

5. Place a call to action during, or at the end of the video that suggests a next step for your audience.

        Examples include:

    • Utilize an Eloqua form for lead generation
    • Share the video through your desired social channel(s)
    • Suggest additional resources
    • Provide your contact information

 

Note:

A number of individuals ask me "Can I stream the video in the email". The answer to this question is sort of.  Careful with this misleading pie chart. The two major email clients (Outlook and Gmail) do not support video playback.

Email support of video.jpg



Update: HTML5 has allowed for more and more use cases for leveraging video in email. Tools such as VideoEmail and BombBomb have helped. There is also guides such as this one: How to Code HTML5 Video Background in Email | Litmus

 

The best work around is either to follow the instructions above (image + landing page) or use a GIF. As advised in the thread

Re: Anyone Tried Animated GIFs in Email? Results? you should choose a good first image for the GIF because if the email client does not support GIFs (darn outlook), it will freeze at the first image. You will also lose audio.

 

Tracking your campaign – What happens next?

(This is where Vidyard comes in handy)

Before using Vidyard, you probably tracked which individuals clicked on your email and what links they clicked within the email - video or otherwise. By using Vidyard, you will also know how long each individual watched your video and where they dropped off or lost interest. So what? Keep reading!

 

Let’s take it the next level

If an individual really likes your email/video they may forward it to a friend. If the friend’s contact information is not in your Eloqua install, you have the option to ask them for their email before they can watch the video (mandatory, optional, or never) – this is a new top of funnel lead! If you don't get their information, we will continue to track their viewing data until we can connect it to a contact (just like Eloqua).

 

One step further

What if someone likes your content so much that they publish it elsewhere (blog, press, social media etc.)? If they use your video within the re-published content, the same functionality will apply. You still get all the data, leads and call to actions regardless of where your video ends up! 

Our Winter'13 Release will be rolled out to our Eloqua Production Instances between December 2012 and January 2013.  


To determine which Eloqua Production Instance your Eloqua Install is part of:

  1. Log into Eloqua as you normally do
  2. Look at the browser URL once you are logged in
  3. Use this chart to determine when you'll receive the Winter'13 Release in your Eloqua Install


Browser URL When Logged Into EloquaRelease Date based on Production Instance

www02.secure.eloqua.com/...

Thursday, Dec 6, 2013:  11:00 pm - 5:00 am EST (Dec 7)
secure.p03.eloqua.comTuesday, Jan 8, 2013:  11:00 pm - 5:00 am EST (Jan 9)

www.secure.eloqua.com/... (note:  no number included in URL)

Sunday, Jan 13, 2013:  5:00 am - 11:00 am EST



For more information on the Winter'13 Release, please visit the Release Resource Center (Eloqua Insiders Area)


As I struggled with this functionality and finally got it working, I thought I might create how-to instructions since all the info is scattered around Topliners, and it took a while to piece all the instructions together.

 

So if somebody else is wondering know how to create a QR-code to track event attendaces, here’s a short step-by-step manual. Pleas feel free to ask for clarifications.


This function will do the following:
After a person fills out an event registration form he will be directed to a Thank You -landing page with a QR-code and instructions to print the page and bring it to the event. When the person shows the printed QR-code page in the event the code will be scanned by the event personnel with a smartphone. The scan will launch form processing steps and campaigns. The further actions might include adding the contact to a shared list, sending notifications to event personell, sending an email message to the contact or adding the contact to campaigns or programs.


Before you attempt this you will need to know how to:

  • create an Eloqua form and processing steps
  • create a landing page
  • add a cloud component and modify the settings.
  • You might also need to know how to create field merges components, depending on your form fields.


You will need to have/create the following elements:

  • An Event Registration landing page and form.
  • Registration Thank You page with a QR-code properly configured cloud component
  • A form to process the QR-code submit.


This is how you do it:

  1. Create the event registration form and landing page. The form should create an Eloqua contact and direct to a Thank You landing page that holds the QR-code cloud component. This form won’t require any special fields or steps. It only creates the contact where the QR-code component will draw it’s data and does what a event registration form does.
  2. Create a QR Code processing form. This form will be the one that automatically and invisbly submits when the Registration Thank You page QR code is scanned with a mobile device. Add appropriate contact information form fields to the form. I used basic contact information fields and LinkedIn data. Make sure that each field pre-populates or the data will not be processed. For this, you might need to create field merge items in the component library to make pre-population work for all the fields.
  3. Create appropriate processing form steps for QR-code to perform after the code gets scanned and the blind form is processed. These might include email to the contact, a notification for the project manager, add to Event Attendees shared list or add to post event campaign.
  4. Add QR-Code Cloud Component to the event registration Thank You -page. In the Cloud Component setup, choose the QR-Code submit form that you created in step 2 and map contact info fields to the form fields.

 

Choose the blind form created in step 2.

 

Map the contact data stored in Eloqua to the form field. Make sure the form fields prepopulate.

 

 

That’s it. You are set.

 

There are a few extra things you might have to consider though.You need to make sure that if people scan the form before the event, they won’t get processed and will get a notification of this. You also need to create safeguards for double check-ins. These issues are addressed in this post Using QR codes for to confirm event attendance. For the coders Mike Griebenow also describes how you could include the code in an email. I'm also trying to figure out how to automatically direct the phone application to scan mode after the submit. This would enable us to mount the smartphone to the reception desk and have people scan themselves in. I'll update on this when we have an opportunity to test this.

 

If you have done this before and want to share your experiences, problems or find something missing or wrong in this post, please comment. I would also like to hear your ideas on how to use QR-codes.

While hosting a live webinar is valuable in and of itself, the recording of that webinar provides an awesome opportunity to continue to drive value after the live event. Including a link to the webinar recording in follow-up emails to attendees and no-shows is standard practice and many marketers are starting to use webinar recordings as assets in their content marketing efforts.

 

Whether you use the recording in the post-event portion of your Eloqua webinar program or market an on-demand webinar as part of a standalone program, how long a prospect viewed your recording is a key indicator of engagement. And, capturing this data in Eloqua opens up a wealth of opportunities for lead scoring, audience segmentation, sales hand-off, and more.

 

With that in mind, ReadyTalk is excited to announce version 3 of ReadyTalk for Eloqua – our free AppCloud app. In addition to instantly updating Eloqua with webinar registration, attendance, and polling data, this new version allows you to automatically capture how long a prospect watched your webinar recording.

 

Now that this important data is in Eloqua, the possibilities are endless. You can increment a Contact’s lead score based on viewing time. For instance, add 1 point if they watched a recording for less than 5 minutes, 5 points for 5 to 30 minutes, or and 15 points for longer than 30 minutes. And, if they watched the entire recording, you may consider them sales-ready and route them to a rep for immediate outreach.

 

Here's a brief introduction to help you get started with the latest ReadyTalk Connectors.

 

Follow-Up after the Live Event

For a live webinar, building this functionality into your Eloqua program is easy:

 

  1. Add the new ReadyTalk Recording Registration Connector into the post-event workflow before the steps containing your follow-up emails.
  2. The Connector will create a unique playback link for each Contact in your Eloqua program and capture it on the webinar data card.
  3. Then, simply pull this field into your “thank you” and “sorry we missed you” emails sent from Eloqua.

post-event.JPG

The new ReadyTalk Post-Recording Connector runs in the background to check for views and updates the webinar data card with playback date and time plus the number of minutes viewed.

recording_data_card.JPG

On-Demand Recording Promotion

You can also create an Eloqua program specifically designed to promote a webinar recording that prospects can view at any time:

 

  1. Create a new Eloqua program and an on-demand webinar data card.
  2. Include the new ReadyTalk Recording Registration Connector at the top of your program.
  3. The Connector will create a unique playback link for each Contact in your Eloqua program and capture it on the on-demand webinar data card.
  4. Then, simply pull this field into an email inviting each prospect to view your on-demand webinar.

 

As with the live webinar scenario, the new ReadyTalk Post-Recording Connector runs in the background to check for views and updates the on-demand webinar data card with playback date and time plus the number of minutes viewed. In addition to the Recording Registration and Post-Recording Connectors, the new ReadyTalk Recording Feeder can be enabled to constantly check recordings on a specific ReadyTalk access code for new playback information to import. The Recording Feeder creates new Eloqua Data Cards for viewers with an email address that match an existing Eloqua Contact record.

 

Learn More

If you are interested in learning more about our webinar platform and our integration with Eloqua, we would be happy to schedule a demo tailored to meet your needs. You can also view a brief recorded demo, access an in-depth Getting Started Guide, install the app, and more from our AppCloud listing. Finally, we are hosting a webinar featuring experts from Eloqua, ReadyTalk, and Compendium sharing 10 tips for taking your Eloqua webinar programs to the next level. Register to join us on 12/5.

Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please review the App Replacement Cheatsheet for instructions

 

Colleague Scoring Cloud App

 

This post will describe the Colleague Scoring Cloud App, and how to use it within your instance of Eloqua.

 

With the Colleague Scoring Cloud App, you can now score a contact based on the activity of their colleagues at the same company.

 

In order to use the App, you must be registered at cloudconnectors.eloqua.com.  When creating your account, make sure the user whose Eloqua credentials you provide is added to the “API Users” security group to ensure it has API access.  Your Eloqua administrator will have to do this for you.

 

What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

 

Colleague Scoring Cloud App Components

 

The Colleague Scoring Cloud App consists of the following Cloud Connector:

 

    • Colleague Scoring- allows you to score a contact based on the level of activity seen from their colleagues at the same company.

 

Components of the AppCloud

 

Installation and Configuration

 

To install the app in Eloqua, do the following.

 

Log into cloudconnectors.eloqua.com and click on the Apps menu.

ConnectorSelector.png

 

Click on Contact Data, then Colleague Scoring, and the following screen will appear:

InstallConnector.png

Click on Install Connector.  You'll then be shown the installation screen.

InstallConnectorDetails.png

If you are an Eloqua administrator, you can click on Add Connector, and it will take you to the Cloud Connector Management area in your instance, with the install settings pre-populated.

You can also choose to do a Manual Install (note the settings above) and then go into the Cloud Connector Management are in your instance.  Enter the settings as shown below.

 

CloudConnectorSetup.PNG

 

CloudConnectorManagement.png

 

  Enter the following information:

 

To configure the App, do the following:

    • Add a step to your marketing automation program at any point you would like to run the colleague scoring connector on a Contact record.
      • Note: The Cloud Connector will run on any Contact that flows into that step, and return the result to another field within the Contact record.
      • Make sure that you have an account on cloudconnectors.eloqua.com.
      • Drag a "Send to Cloud Connector" step onto the Canvas from the toolbar:

Canvas1.png

    • Double-click on the "Send to Cloud Connector" step, select Colleague Scoring from the list, and click on the configuration button.

Canvas2.png

 

    • When the Login screen appears, enter your cloudconnectors.eloqua.com credentials and click Log In.

CC_Login.png

    • Next the first setup screen for the App will appear.

CC_Config1.png

 

    • The values for Eloqua Client Name and Program Builder Step ID will automatically populate.  Enter the remaining information, then click Go.

 

    • The Configuration page will then be displayed.

Config.png

On the Configuration tab, enter the following information:

      • Description (optional):  Some text about this connector instance
      • Colleague Scoring Approach: This is the calculation that the app will perform on the contact scoring field (chosen in the next step) for all colleagues associated to the same company.  Options are shown below:

ConfigScoringApproach.png

      • Click Save Settings.

 

    • Next, click on the Mappings tab.

Mappings.png

On the Mappings tab, choose the following:

      • Contact Score Field:  The Contact field that holds score that you wish to use, along with the Colleague Scoring Approach, to calculate the score for colleagues at that company.
      • Company Score Field:  The Contact field to write the calculated company score back to.
      • Click Save Settings.

 

 

You are now ready to Test the connector to make sure all is set correctly.  Click on the Test tab.

CC_Test1.png

Once your step is enabled and running, the Step Members testing tab will show you the counts of contacts in your step.

 

The Run Manually testing tab will allow you to perform a Dry Run or a Full Run of your step.

CC_Test2.png

A Dry Run will simulate a run, but will not actually write the data back to Eloqua.  A Full Run will perform a run of your connector, actually updating Eloqua.

 

Use the Sample Data tab if you wish to test your setup on select contacts.

CC_Test3.png

Enter their email addresses, one per line, and click Test Contacts. (these contacts must already exist in your instance).

       (Note: If you check the Full Run box, the data will be written to Eloqua, if left unchecked, it will simulate the connector and show you the results.)

 

To check the history of your step execution, click on the History tab.

HistTab.png

Now that you have tested your step, it's time to enable it.  Click on the Credentials tab.

CredsTabStep.png

 

When you are ready to enable your step, click the Enable Step button. (Note: Remember to also enable your program in Eloqua)

 

As Contacts flow into the step, the app will evaluate all colleagues associated with the same company as the contact, perform the chosen scoring approach on the contact score field, and write the result back to the chosen company score field.

Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please review the App Replacement Cheatsheet for instructions

 

Company Scoring Cloud App

 

This post will describe the Company Scoring Cloud App, and how to use it within your instance of Eloqua.

 

With the Company Scoring Cloud App, you can now score a company based on the activity of contacts associated with it.

 

In order to use the App, you must be registered at cloudconnectors.eloqua.com.  When creating your account, make sure the user whose Eloqua credentials you provide is added to the “API Users” security group to ensure it has API access.  Your Eloqua administrator will have to do this for you.

 

What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

 

Company Scoring Cloud App Components

 

The Company Scoring Cloud App consists of the following Cloud Connector:

 

    • Company Scoring- allows you to score a company based on the level of activity seen from contacts at the same company.

 

Components of the AppCloud

 

Installation and Configuration

 

To install the app in Eloqua, do the following.

 

Log into cloudconnectors.eloqua.com and click on the Apps menu.

ConnectorSelector.png

 

 

Click on Company Data, then Company Scoring, and the following screen will appear:

InstallConnector.png

Click on Install Connector.  You'll then be shown the installation screen.

InstallConnectorDetails.png

 

 

 

If you are an Eloqua administrator, you can click on Add Connector, and it will take you to the Cloud Connector Management area in your instance, with the install settings pre-populated.

You can also choose to do a Manual Install (note the settings above) and then go into the Cloud Connector Management are in your instance.  Enter the settings as shown below.

 

CloudConnectorSetup.PNG

 

CloudConnectorManagement.png

 

  Enter the following information:

 

To configure the App, do the following:

    • Add a step to your marketing automation program at any point you would like to run the company scoring connector on a Company/Account record.
      • Note: The Cloud Connector will run on any Company/Account that flows into that step, and return the result to another field within the Company/Account record.
      • Make sure that you have an account on cloudconnectors.eloqua.com.
      • Created a new step with a default action of Cloud Connector, and select Company Scoring:

PBStep.png

PBCloudStep.png

 

      • Click on the Configure button.

 

    • When the Login screen appears, enter your cloudconnectors.eloqua.com credentials and click Log In.

CC_Login.png

    • Next the first setup screen for the App will appear.

CC_Config1.png

 

    • The values for Eloqua Client Name and Program Builder Step ID will automatically populate.  Enter the remaining information, then click Go.

 

    • The Configuration page will then be displayed.

Config.png

 

On the Configuration tab, enter the following information:

      • Description (optional):  Some text about this connector instance
      • Company Scoring Approach: This is the calculation that the app will perform on the contact scoring field (chosen in the next step) for all contacts associated to the company.  Options are shown below:

ConfigScoringApproach.png

 

      • Click Save Settings.

 

    • Next, click on the Mappings tab.

Mappings.png

On the Mappings tab, choose the following:

      • Contact Score Field:  The contact field that holds score that you wish to use, along with the Company Scoring Approach, to calculate the score for the company.
      • Company Score Field:  The company field to write the calculated company score back to.
      • Click Save Settings.

 

 

You are now ready to Test the connector to make sure all is set correctly.  Click on the Test tab.

CC_Test1.png

Once your step is enabled and running, the Step Members testing tab will show you the counts of companies in your step.

 

The Run Manually testing tab will allow you to perform a Dry Run or a Full Run of your step.

CC_Test2.png

A Dry Run will simulate a run, but will not actually write the data back to Eloqua.  A Full Run will perform a run of your connector, actually updating Eloqua.

 

To check the history of your step execution, click on the History tab.

HistTab.png

Now that you have tested your step, it's time to enable it.  Click on the Credentials tab.

CredsTabStep.png

 

When you are ready to enable your step, click the Enable Step button. (Note: Remember to also enable your program in Eloqua)

 

As Companies/Accounts flow into the step, the app will evaluate all contacts associated with the company, perform the chosen scoring approach on the contact score field, and write the result back to the chosen company score field.

Recently, a new tool for troubleshooting and supporting Eloqua Cloud Apps was added to cloudconnectors.eloqua.com.

 

There is now a Support tab on all Cloud Connector and Feeder configuration pages, shown below:

 

NewSupportTab.png

 

If you are having an issue with your app, you can simply click on the Support tab, then copy the text within the App Details box and provide this to support when calling with an issue.  You will also find a link to a troubleshooting post here on Topliners.

 

You can access this same information for Cloud Components by clicking the Support button at the bottom of the configuration page.

 

SupportButton.png

A client once asked me to add a link on the visitor notification that could possibly bring up a persons linked in profile if one existed. Below I share the solution I came up with.

 

Notes:

 

It is important to understand how the LinkedIn search works. It is a URL that needs the persons first name, last name and company and then does a search to find any records that are close matches. If you pass the URL the persons first name and company you will still get results but it will be more records returned. You have to be logged in to LinkedIn for the search URL to work.

 

Here is an example search to find myself:

 

http://www.linkedin.com/search?search=&lname=Hassanali&fname=Omar&company=Eloqua

 

Make sure you click on it - It should find Me - Add Me - and the most important part for everything to work --> Recommend Me telling the LinkedIn world how much this article has changed your life!!!!

(The last part is optional --> you do not have to tell the LinkedIn world how much this article changed your life - you can write anything you want)

 

Here is how to add the search link to your visitor notifications:

 

1) Navigate to the visitor notification area in the application

 

    In E10 it is Setup --> Under Preferences click on Notifications

    In E9 it is Setup --> My Settings --> My Visitor Notifications

 

2) Create a new visitor notification or edit an existing visitor notification

 

3) After setting up your notification preferences, click on the check box that says "Enable Custom Row"

 

(Click the image to see it)

 

 

4) In the first text field you can write the label(title/name) for the link you are going to be providing. I wrote "LinkedIn Search"

In the bigger text area you will paste this code:

 

http://www.linkedin.com/search?search=&company=http://www.linkedin.com/search?search=&company=<span class="eloquaemail">Company</span>&fname=<span class="eloquaemail">First_Name___Forms1</span>&lname=<span class="eloquaemail">LastName</span>

 

 

5) Save your notification and enable it.

I need to map our salesperson field (on the account level) to our salesperson field on the contact field?  Is there a way I can do it within Program Builder, or somewhere else in the system?  Thanks!

Just off the phone with support. Just learned something I never knew.... figured I'd share.

 

When using Eloqua with Firefox, it's best to manually override the automatic cache management and set the cache size to zero.

 

ff.png

Once a campaign is scheduled, there is no functionality on the campaign canvas that allows you to see when that campaign was scheduled.

 

One way to see that is to add a campaign widget on the home page of Eloqua. There you can see the name and time the campaign is scheduled. It's not ideal, just a hint.

 

I have put in a feature request to see the scheduled date on the campaign canvas! lin

This document provides some context for the Lead Process Flow template (login required and access to Eloqua Insiders). The typical funnel stages include: Suspect, Prospect, Marketing Qualified Lead (MQL), Sales Accepted Lead (SAL), Sales Qualified Opportunity (SQO) and Customer. As a lead moves through these stages of the buying process there are some recommendations on how to configure your CRM for the best results. This document outlines these best practices. Feel free to add your comments.

 

Eloqua_RevSuitefunnelimage.jpg

 

Suspect to Prospect

The conversion of a Suspect to Prospect (sometimes called Inquiry) occurs when a suspect raises their hand  and responds to a campaign. You can setup a rule in Eloqua to adjust the funnel stage based on certain types of activity. As a best practice, not all Prospects should be passed to the CRM unless they have reached the MQL status. That said, many organizations will send over these leads to their CRM and use Lead Scoring as a way of prioritizing which leads should be worked on first. It's important to differentiate a lead in the CRM either by using a funnel stage field or by stamping a lead as an MQL.

 

Prospect to Marketing Qualified Lead (MQL)

A Prospect becomes an MQL typically after it matches a certain lead scoring criteria that has been agreed upon by marketing and sales. At times, leads at this stage may be passed to a tele-qualification team for further qualification before being passed on to sales. Once leads reach this threshold within Eloqua they should be passed to the CRM and have their funnel stage field changed to MQL. This is an automatic rule that can be setup in Eloqua or your CRM. Some organizations also date stamp fields in the CRM to date stamp a lead when it reaches MQL status. This helps track how long a lead has been in this status.

11-19-2012 5-39-06 PM.png

 

MQL to Sales Accepted Lead (SAL)

Converting an MQL to an SAL occurs as sales "work" the leads that are passed on to them. Again, at this stage, it may be a telequalification team that is doing this follow up. Sales verbally (through a phone conversation) determines the validity of the lead and their desire to move forward in the buying cycle. Sales will make a a decision - either convert to an SAL or reject the lead.  This is NOT an automatic action. A simple change by the rep in the lead status field from "new" to "working" can indicate that a lead now has an SAL status. Many organizations will convert a lead to a contact and have an opportunity created with a stage of "Lead Accepted (SAL)" with a pipeline / forecast of 0%. A contact should also be added to the opportunity as well. A lead that has been given a status of "rejected" (or something similar) should be assigned a reason code (such as remarket, no budget, not ready, not qualified, etc.) and should be passed back to marketing for additional nurturing based on the reason code. In the example below, the "Lead Disposition" field contains the rejected reason code. This may mean Eloqua looks for a certain lead status and reason code and automatically pulls the contact into a lead nurturing campaign.

 

11-19-2012 5-49-33 PM.png

 

SAL to Sales Qualified Opportunity (SQO)

When sales makes a decision to move the lead forward, it typically involves changing the opportunity stage and/or assigning a pipeline / forecast to this individual. This is NOT an automatic action and something that must be done by a sales person. Sales should define the different opportunity stages that compose the sales qualified opportunity stage (for example: Discovery/Needs Analysis, Qualification/Capability Discussion). Leads that stall at this stage may be assigned a "lost" opportunity status with a specific reason code.

11-19-2012 5-41-03 PM.png

Please note: Leads will fall out of the funnel at any stage (not move forward). Marketing must create multiple re-engagement campaigns depending on the reason a lead fell out of a stage. The concept "no lead left behind" must be kept in mind or you have left yourself open to a competitor winning this business.

 

SQO to Closed Won

This occurs when a lead becomes a customer and/or a customer purchases another product/service. This will be reflected on the opportunity.

 

Additional resources:

The following set of steps should help you set-up your campaign canvas, establish your registration connector and integrate your registration connector, as a part of your Before the Event - Automate your Webinar Registration process.This is the first post of a three part series detailing before the event, event and post event activities you should take to automate your next webinar.


I will refer to the ReadyTalk Cloud Connector through-out this series to deliver you the level of detail that you will need as you take the initial steps to automate your webinars. I will outline these steps at a high level. I will refer to the ReadyTalk Cloud Connector through-out this three part series of posts. I recommend you review and refer back to the Topliner Do It: Installation Guide for ReadyTalk.


You may need to use Eloqua's product support organization to help you work through any product specific questions and/ or issues (i.e. Data Cards). Please note, the Eloqua’s AppCloud offers you various Webinar Cloud Connectors (i.e. Adobe Connect, Go To Meeting etc.). The installation and features of each Webinar Cloud Connector is a bit different. Check this post OUT! AppCloud - Differences between Events Providers


Let’s Begin!

Here’s the customer scenario. “The sales team has asked you to help them create additional leads given a recent release of a new solution. The solution is specific to those existing clients within a particular industry. You use industry and role as filter criteria to for establishing your segments within Eloqua. The sales team is assigned to certain territories.”

 


STEP ONE: Eloqua's Campaign Canvas

  • Launch the Eloqua's BP Basic Event Template
  • Create and Use Assets: Webinar Registration
    • Emails:
      • Invitation
      • Still-time invitation reminder for non-registrants
      • Registration confirmation
      • Day-before event reminder for registrants
    • Form
      • Event Registration
    • Web pages:
      • Landing page with the registration form
      • Confirmation page following the registration
    • Shared Lists:
      • Capture event registrants from Form submission
      • Capture event attendees from Cloud Connector
  • Add CloudConnectors to Campaign canvas:
      • ReadyTalk Registration Cloud Connector
      • ReadyTalk Post-Event Cloud Connector
  • Add Feeders to Campaign canvas:
      • ReadyTalk Contact Feeder

 

STEP TWO: Schedule Your Webinar
Go to the ReadyTalk platform to schedule your webinar


STEP THREE: Create Your Webinar Data Card

Create an Eloqua data card to house webinar-related data returned by ReadyTalk. At a minimum, you will need fields for the unique “join meeting” URL and the unique ICS file as well as attendance status. You may also want to create fields to capture additional attendance statistics, polling questions and responses, and post-event survey questions and responses.

 

STEP FOUR: Add Cloud Connector to Eloqua’s Campaign Canvas

The ReadyTalk Registration Cloud Connector sends the Registrant to ReadyTalk and returns back meeting details as well as a unique "join meeting" URL and an ICS file that contains this unique URL.

 

Add the ReadyTalk Registration Cloud Connector into your Campaign Canvas following the Wait Period following the Shared Filter sending those contacts that have registered to attend.

 

STEP FIVE: Configure the Registration Cloud Connector

Enter your ReadyTalk account credentials and select the meeting you scheduled in Step Two from the drop-down list. Select the Eloqua registration form fields to send to ReadyTalk and map the data returned by ReadyTalk (including the unique “join meeting” URL and the unique ICS file) to fields on the Eloqua data card.

STEP SIX: Leverage Your Participation Data
Personalization

Personalize and send your Confirmation and Reminders emails from Eloqua. Be sure to add all of the information registrants need to join your event, including the meeting date and time, the audio joining information, and the unique "Join Meeting" URL and its associated ICS file.* This will allow you to maintain the campaign flow, follow-up and reporting all through Eloqua.


* Note: The meeting details plus the unique join meeting URL and the ICS file with a unique join meeting URL for each registrant are captured on the Eloqua data card.


Lead Scoring

You should consider establishing Event Participation Scoring Criteria prior to your event. For example, you may want to increment a prospect’s lead score if they register for the webinar or based on how someone responded to a specific question on the registration form.


Step Back: Gain Back Your Hours: Automated Webinar Campaign Planning Tool


I wanted to thank Anita Wehnert, Director of Product Marketing for ReadyTalk. I found her demo presented at the Road to Revenue in Dallas to be very comprehensive and powerful. She has contributed the supporting product specific information.


Recommended Resources

  Additional Resources:

Client Success Stories

 


Recommended Eloqua Education Course(s) 

Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

 

Math Function Cloud App

 

This Document will describe the Math Function Cloud App, and how to use it within your instance of Eloqua.

 

When you begin to build a high performance revenue engine for your business, you can often run into situations where you need to do a little bit of basic math with your lead data. Perhaps it’s a lead scoring algorithm that needs to find the maximum score across a few sub criteria. Perhaps you want to find the revenue per employee for a business by dividing one number by another. Perhaps you want to analyze your leads based on an average score across 5 product lines. Perhaps you want to calculate the distance from a store location to a contact’s location by looking at their longitude/latitude. Whatever the case, having access to a completely generic set of math functions that you can run against your contact data is valuable in many ways.

 

With the Math Function Cloud App, you can now do the nurturing, analysis, and scoring that you want by creating the exact mathematical expressions that you need.

 

In order to use the App, you must be registered at cloudconnectors.eloqua.com.  When creating your account, make sure the user whose Eloqua credentials you provide is added to the “API Users” security group to ensure it has API access.  Your Eloqua administrator will have to do this for you.

 

What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

 

Math Function Cloud App Components

 

The Math Function Cloud App consists of the following Cloud Connector:

 

    • Math: Generic Function - allows you to create arbitrary math functions with up to 5 fields of data from a contact.

 

Components of the AppCloud

 

Installation and Configuration

To install the Math Function Cloud Connector in Eloqua, do the following.

 

Log into cloudconnectors.eloqua.com and click on the Apps menu.

AppsMenu.png

 

 

Click on Math Function (Contact), and the following screen will appear:

CC_Install1.png

Click on Install Connector.  You'll then be shown the installation screen.

CC_Install2.png

 

If you are an Eloqua administrator, you can click on Add Connector, and it will take you to the Cloud Connector Management area in your instance, with the install settings pre-populated.

 

You can also choose to do a Manual Install (note the settings above) and then go into the Cloud Connector Management are in your instance.  Enter the settings as shown below.

CloudConnectorSetup.PNG

CloudConnectorManagement.png

 

 

Enter the following information:

 

If you receive a confirmation similar to this, the Connector has successfully been installed:

 

https://lh3.googleusercontent.com/91isBv8m-7JNbArJn5duiZ93XEKPjPCKcLr1Jfz3gHijNKLRoYgaj6a3_pvdZ5Uqux-nqkE10McTK5RNcmhzchulZg-x95jezEo_Blu7TkzT58LBh_s

 

To configure the App, do the following:

    • Add a step to your marketing automation program at any point you would like to run a math function on a contact record.
      • Note: The Cloud Connector will run any mathematical equation you specify against the data in any contact that flows into that step and return the result to another field within the contact.
      • Make sure that you have an account on cloudconnectors.eloqua.com.
      • Drag a "Send to Cloud Connector" step onto the Canvas from the toolbar:

Canvas1.png

 

Double-click on the "Send to Cloud Connector" step, select Math: Generic Function from the list, and click on the configuration button.

Canvas2.png

 

When the Login screen appears, enter your cloudconnectors.eloqua.com credentials and click Log In.

CC_Login.png

Next the first setup screen for the App will appear.

cc_setup1.png

The values for Eloqua Client Name and Program Builder Step ID will automatically populate.  Enter the remaining information, then click Go.

 

The configuration page will then be displayed.

cc_config.png

On the Configuration tab, enter the following information:

  • Description (optional):  Some text about this connector instance
  • Math function: The math function to perform.
    • If you click the full syntax instructions link, you will see the following screen, which will help you with the available functions.

Function_Help.png

  • Click Save Settings.

 

Next, click on the Mappings tab.

CC_Mappings.png

 

On the Field Mappings tab, choose the following:

  • Email Address:  The contact field that holds the Email Address.  This is used to identify the contact record to operate on.
  • Variable A - E:  The contact field(s), referenced on the Configuration screen, that hold the numeric value(s) you wish to have your function evaluate.
  • Returned Value:  The contact field to write the result of the function back to.
  • Click Save Settings.

 

You are now ready to Test the connector to make sure all is set correctly.  Click on the Test tab.

 

Once your step is enabled and running, the Step Members testing tab will show you the counts of contacts in your step.

CC_Test1.png

 

The Run Manually testing tab will allow you to perform a Dry Run or a Full Run of your step.  A Dry Run will simulate a run, but will not actually write the data back to Eloqua.  A Full Run will perform a run of your connector, actually updating Eloqua.

CC_Test2.png

 

Use the Sample Data tab if you wish to test your setup on select contacts.  Enter their email addresses, one per line, and click Test Contacts. (Note: these contacts must already exist in your instance).

(Note: If you check the Full Run box, the data will be written to Eloqua, if left unchecked, it will simulate the connector and show you the results.)

CC_Test3.png

 

A Results screen will display after clicking Test Contacts (as well as when performing a Dry Run or Full Run).  An example of the Results screen is shown below.

cc_Test_Results.png

To check the history of your step execution, click on the History tab.

HistTab.png

 

Now that you have tested your step, it's time to enable it.  Click on the Credentials tab.

CredsTabStep.png

 

When you are ready to enable your step (remember to also enable your program in Eloqua) click the Enable Step button.

 

With the step running automatically, any contacts that flow into the step will have a generic mathematical expression run against it.

This year at Eloqua Experience, each of the Support team-members who did not attend shared a brief video message.  The EE2012 Support booth displayed this video and we've been asked many times to share it again.

 

Check it out here:  EE2012 - Support Department (via Youtube)

This post outlines the campaign that I went over during the "Driving Social Demand with Eloqua's Social Suite" session at Eloqua Experience 2012 in Orlando!

 

 

Description of Campaign:

The campaign encourages people to give you their twitter handle AND follow you on twitter. The specific example I gave was to offer a chance to win a $5 gift card to Starbucks everyday. The campaign uses Social Suite apps to capture the entry into the contest (via Twitter Social sign On), ensure that the record is following your Twitter account. It automates following them back. It gets the contacts social ranking (via Klout, but it could just as easily be Radian6). People with a high Klout score are direct messaged to ask if they enjoyed the content.

 

NOTE - Much of this campaign is applicable to ALL users of Eloqua, however the apps used on the landing page are only available in E10.

 

Purpose of this Article:

This article will describe how to set up this campaign, and where possible link to other existing articles on Topliners.

 

Flow:

Here is a screen grab of the campaign:

EE2012 - Campaign Flow.png

 

Here is a screen grab of the landing page:

landing page sample.png

 

Apps used in this campaign:

Twitter Social Sign On Component - Social Sign On - Installation Guide

Slideshare Component - Installing and Using the SlideShare Cloud App

Twitter List Component - Installing and using Social Suite: Twitter

 

Twitter "Is Connected" Connector - Installing and using Social Suite: Twitter

Twitter "Follow" Connector - Installing and using Social Suite: Twitter

Klout Score Connector - Setting up the Klout Cloud Connector

Tweet Sender Connector - Tweet Sender - App Configuration Guide

 

 

Components of the AppCloud

For an explanation of the difference between a "Connector" and a "Component", please see this article:

Components of the AppCloud

 

How to enable Components

Components first need to be enabled in your install. You must be a customer administrator in order to enable a component.

For more information on how to do that, see this article:

The specified item was not found.

 

 

How to Install Connectors

Connectors can be used in either Canvas (in E10) or Program Builder (both E9 and E10). All the apps described in this article can be found on AppCloud.Eloqua.com, and installation instructions are there. For more information about installing connectors, please see this article:

Cloud Connector Installation, Step by Step

Joe Gelata

Lead Scoring University

Posted by Joe Gelata Nov 6, 2012

After spending the day waiting for a delayed plane on my way to #EE12 I was able to catch up on some blog posts I was working on.  Here are the fruits of my labor...Lead Scoring University on the Revenue Engineer blog

 

Lead Scoring has long an important piece of demand generation and will likely continue to grow in complexity and value.  I’ve compiled some of my experiences in the posts listed below.  I hope you enjoy and it helps you find fast and more value from your lead scoring efforts.  I encourage you to share your stories in the comments.

.

This article covers how to install and configure the ReadyTalk Connectors so you can automatically capture webinar registration, attendance, and interactivity data in Eloqua. Because ReadyTalk is continually working with Couch & Associates to enhance our integration with Eloqua, this post covers the basics you need to get started. You can find the latest version of our comprehensive Getting Started Guide on our AppCloud listing.

 

Overview of the ReadyTalk Connectors

ReadyTalk currently provides three Connectors:

  1. ReadyTalk Registration Connector - Use this Connector when you want to collect webinar registrations through Eloqua and get a unique “Join Meeting” link for each registrant.
  2. ReadyTalk Post-Event Connector - Use this Connector to automatically capture webinar attendance and interactivity data in Eloqua for existing Eloqua Contacts.
  3. ReadyTalk Contact Feeder – Use this Feeder to create new Eloqua Contacts for attendees with an email address that does not match an existing Eloqua Contact record.

 

The first two are Cloud Connectors, which are used within Eloqua Campaigns, and the last is a standalone Cloud Feeder, which automatically creates new Contact records in Eloqua.

 

Step 1: Sign-Up for Eloqua Cloud Connectors for ReadyTalk

To get started with the Eloqua Cloud Connectors for ReadyTalk, go to the ReadyTalk AppCloud listing  and click the green “Get App” button:

topliners_post_1.png

 

This will take you to the Couch & Associates sign-up page for the ReadyTalk Connectors:

topliners_post_2.png

 

Fill in the required information to request access to the ReadyTalk Connectors. You will need your Eloqua Instance Name, Eloqua User Name, and Eloqua User Password. An account creation email with a temporary password will be sent. Follow the instructions to log-in to the Eloqua Cloud Connectors for ReadyTalk administration site:

topliners_post_3.png

 

This is the full web portal for administration of all of your Eloqua Cloud Connectors for ReadyTalk, which provides access to full reporting capabilities for each connector as well as the ability to test and set notifications for the connectors.

 

Step 2: Configure the Eloqua Cloud Connectors for ReadyTalk

In order to use the ReadyTalk Connectors, you must make some configuration changes in your Eloqua instance. Note: you will need to have appropriate administration permissions in Eloqua for this step.

 

At the top of the Eloqua screen, click on Setup, then click Cloud Connector under the Database section. Add the Eloqua Cloud Connectors for ReadyTalk using the following values:

 

ReadyTalk Registration Connector

 

ReadyTalk Post-Event Connector

 

Note:You do not need to add the ReadyTalk Contact Feeder into your Eloqua instance. This Connector can be created and configured using the Eloqua Cloud Connectors for ReadyTalk administration portal. It will automatically run in the background to pull in new Eloqua Contacts.

 

Step 3: Use the Eloqua Cloud Connectors for Eloqua

In this section, we will detail how to set-up the ReadyTalk Registration Cloud Connector. Instructions for setting up the other ReadyTalk Connectors can be found in the full Getting Started Guide, which is available from our AppCloud listing.

 

ReadyTalk Registration Cloud Connector

When a prospect completes the Eloqua registration form, this Connector passes their First Name, Last Name, Email Address, and additional optional fields to ReadyTalk to register them for the event. ReadyTalk passes back meeting details and a unique “Join Meeting” link for that registrant.

 

Within the Eloqua Campaign, drag the “Send to Cloud Connector” action onto the Campaign. Double click on the step and from the drop down select the ReadyTalk Registration Connector and click the Configure button. You will be prompted for your username and passcode that you set up for the Eloqua Cloud Connectors for ReadyTalk administration portal.

topliners_post_4.png

 

First, you must connect Eloqua to ReadyTalk using the log-in credentials for the ReadyTalk account under which the webinar is scheduled:

  • Enter your ReadyTalk on-demand toll-free number (for most, this is 8667401260)
  • Enter your ReadyTalk Access Code
  • Enter your ReadyTalk Password

 

Once you enter these credentials and clicked Save Credentials, then select Advanced Setup from the drop down field in the upper left-hand corner.

 

In the Required Input tab, map the Eloqua fields that will be used for Email Address, First Name, and Last Name.

 

The ReadyTalk Meeting drop-down list will be populated with upcoming events scheduled on this ReadyTalk account. Select the webinar you wish to map for this campaign from the drop-down list.

 

You must specify which system you wish to use to send confirmation emails in the Confirmation Email Sent By field:

  • If you would like to send confirmation emails from Eloqua, select “Eloqua”
  • If you would like to send confirmation emails from ReadyTalk, select “ReadyTalk”

 

Click Save Inputs and then select the Optional Input tab. Configure any of the optional input fields to use Eloqua data.

topliners_post_5.png

When complete select the Required Output tab.

 

Configure which Eloqua fields will be used to store the returned Meeting ID and Registration ID. The selections must either both be Contact fields or fields from the same Data Card.

 

Click Save Outputs and then select the Optional Output tab.

 

Configure which Eloqua fields will be used to store the meeting details that are returned from the registration, including the unique “Join Meeting” link and ICS file for each registrant. If you selected Data Card fields to store the Meeting ID and Registration ID, that Data Card’s fields will be available in this screen. You can always select Contact fields.

topliners_post_6.png

 

These fields can be used to populate Eloqua email templates with meeting information passed in from ReadyTalk.

 

When complete click on the stoplight image in the upper right-hand corner and select Enable Connector to activate the connector. The connector will begin processing registrations when the Eloqua Campaign is activated.

 

More Information

For detailed instructions on how to set-up the other ReadyTalk Connectors as well as best practices and tips for making the most of your webinar program, download the complete Getting Started Guide from the ReadyTalk AppCloud listing.


To learn more about ReadyTalk and our integration with Eloqua, contact sales@readytalk.com.

In addition to the post Naming Convention How-to Guidelines, this Naming Convention Generator can be used to create organizational structure to your assets, lists, emails, groups, etc. within Eloqua.

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