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I don't know about the rest of you, but I participate in Webinars almost daily. And the majority of them do suck, or if they aren't that bad they are not good enough to really hold my attention and keep me from multi-tasking while on the webinar. Ran across this article on hosting webinars this morning during my morning 'research' time and thought I would share. Some of it is pretty basic but often times we over think things and forget the basics.

Five ways to prove your next webinar isn’t going to suck

I've been struggling with form spam recently, and found a solution that I like and thought would be worth posting about. I tried the "honeypot" technique described in this post, but I found that some of the bots attacking my forms were sophisticated enough to detect that the honeypot field is hidden, even if I used CSS or JavaScript to hide the field. So I tried a modified version of this technique which seems to be working well.


Step 1: create a "honeypot" field


  • Create a new text field in your form (not a hidden field, we'll hide it with JS later).
  • The field label should be a question with an answer that would be obvious to any human, such as "what color is the sky?" If you're not confident that it's obvious enough, you can put something in the field instructions that says "just say blue." This is necessary so that the form will work with JavaScript disabled.
  • Set up your form processing steps to run conditionally only if the value of this field is "blue" or whatever the correct answer is. That way submissions with the wrong answer will not be added to the database.
  • You might want to add a form processing step to send you a notification email if the form is filled out with the wrong answer so that you can monitor the spam submissions and make sure it's working well. You can always turn that off later.

 

Step 2: hide the field using JavaScript

 

  • Don't use CSS to hide the field, because you want it to be visible if JavaScript is disabled so that the submitter can correctly answer the question.
  • Use JavaScript to set the "display" property of the field (or preferably, one of its parent elements) to "none." See sample jQuery code below.
  • If you're using the default Eloqua 10 form layout, the easiest way to do this is to hide the div with id "formElementX" where X is the number of the order that the field appears on the form, starting from 0.

 

Step 3: populate the hidden field using a JavaScript event

 

  • The idea here is to use JavaScript to fill in the correct answer to the hidden field when the user takes an action that any human would have to take in order to fill out the form.
  • I settled on using the "focus" event on all form elements because even if the user is using their browser to auto-fill the fields, they will still have to place focus on some form element in order to submit the form.
  • If you use some other event, make sure that it's an event that any human user must trigger in order to submit the form, but not one that is automatically triggered when the page loads (such as window load) because some bots may be smart enough to execute it.

 

Example Code

 

This example uses jQuery, so you'll need to make sure you're loading the jQuery library on the page. If you're using an externally hosted landing page and you're already using a different version of jQuery, remove the first line in the code. You can replace the first line with whatever version of jQuery you prefer to use. This code also assumes you are using the default Eloqua 10 form code, but it could easily be adapted to whatever form layout you're using.


Insert this code into the <head> section of your document if you're using an external form, or into the JS field in the Tools bar if you're using an Eloqua 10 landing page.


 

<script type="text/javascript" src="https://ajax.googleapis.com/ajax/libs/jquery/1.5.2/jquery.min.js"></script>
<script type="text/javascript">
$(document).ready(function(){
    $('#formElement7').hide();
    $('input').focus(function(){
        $('input[name="sky"]').val('blue');
    });
});
</script>







 


Be sure to replace "formElement7" with the id of your honeypot field's parent div (remember the fields are labeled starting from 0). Replace "sky" with the HTML name of your honeypot field, and "blue" with the correct answer to your obvious question.

 

So far this is working well for me - I'll post updates if I find that there are problems or if I want to recommend modifications to the technique.

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

 

Jive Activity Feeder

 

This article will describe how to set up and configure the Jive Activity Feeder application.  This application will query your Jive community, and "feed" new contacts into Eloqua (or update those that already exist) based on their daily activity.

 

*IMPORTANT* this app does not currently support Jive 6.

 

In order to use the app, you must be registered at cloudconnectors.eloqua.com.  Jive access/credentials are also required for this app.  The Jive REST API must be turned on and the Open Client Service enabled for this connector to work with your community.

 

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

 

Installation and Pre-Configuration

 

The Jive Activity Feeder does not require installation, as it is a standalone application that runs outside of Eloqua, and connects to your instance.

 

Things you'll need to do first:

    • Make sure that the Eloqua user account that is being used for the feeder has Eloqua API access.
    • Create a Contact Group in Eloqua (called a Shared List in E10), to store the Contacts created/updated by the feeder.
    • *Optional* Create a DataCardSet (Custom Data Object) in Eloqua, to store the Activity data returned by the feeder.

 

Setup and Usage

 

To access the feeder, first visit cloudconnectors.eloqua.com and log in.

 

Once logged in, click on the Apps menu.

CC_Menu.png

 

Next, click on Feeder, then Jive Activity Query.  The following screen will appear:

NewStep.png

Click New Step, and you will be presented with the following:

Creds.png

Select your Eloqua Credentials and click GoThe Configuration page will then be displayed.

Config.png

On the Configuration tab, enter the following information:

    • Description (optional):  Some text about describing this feeder instance.
    • Jive Community URL:  The URL of your Jive community.
    • Jive User Name:  Your Jive username (must have proper API privileges).
    • Jive Password:  Your Jive password.
    • Contact Group for Results:  The Contact Group/Shared List that you'd like the contacts added to when the feeder runs.
    • Store Community Data In:  Where you would like the returned data stored in Eloqua.  Options are Contact Record or Custom Data Object.
    • Custom Data Object (only displayed if Custom Data Object is chosen to store data)The Custom Data Object to store the returned data in.
    • Click Save Settings.

 

Now, click on the Field Mappings tab to choose where you would like to put the data returned from when the feeder runs.

 

Mappings1.png

On the Mappings tab, choose which Eloqua Contact and/or Custom Data Object fields to map corresponding data from Jive to.

 

The data returned from Jive falls into three categories:

 

    • Profile data (shown above): Information pulled from the Jive user profile.

 

    • Latest Activity data: Detailed information about the most recent activity that a member performed within the last day.

Mappings2.png

    • Activity Totals: The total number of each activity the member performed in the last day.

Mappings3.png

 

If you choose to store the data in a Custom Data Object:

    • For the Custom Data Object fields, the list selections will be populated based on the existing Custom Data Object chosen on the Configuration tab.
    • Click Save Settings.

 

Now that the Configuration is complete, and the Mappings have been set, it's time to Test the feeder.  Click on the Test tab.

TestTab.png

On the Test tab you can test run the feeder. You can choose between a “Dry Run” (no data will be written to Eloqua) and a “Full Run” (The data will write to Eloqua – this is effectively a manual run of the feeder).

 

The History tab shows a history of previous feeder runs.

History_Tab.png

Once all is configured, all that is left to do is switch back to the Credentials tab and Run the feeder.

Credentials_Tab.png

Now that the feeder is configured and enabled, the members and their activities will begin to flow into Eloqua.  As members perform activities in your community, they will be brought into Eloqua as contact records and placed in the chosen group/shared list.  If the contact does not exist in Eloqua, a new one will be created, and if you select the option, a custom object attached to the record containing the returned data.  If the contact already exists, the contact record will be updated accordingly, as well as the custom data object attached to it (if you have selected this option).

 

Things to keep in mind:

    • When the feeder runs, it will look at all activity in your community in the last day, and bring back those members that have done performed contributed (blog post, document, status update, discussion etc.).
    • Detailed information will be brought back for the most recent activity only.  The totals will be the aggregate of all other activity performed in each category.
    • When storing the data in a contact record, the fields will be overwritten with new numbers/information each time it runs.
    • This feeder is intended to be run on a daily basis, so will capture newly joined members also.  You can use the Join Date to determine if they are new.
OhKyleL

Social Media Statistics

Posted by OhKyleL May 29, 2013

I have been doing some research on the various Social Media options and ran across this blog which gives statistics for Facebook, Twitter, and Pinterest.

 

Social Media Statistics 2013 – Facebook vs Twitter vs Pinterest

 

The blog post was posted in December of 2012 so many of you on top of things may have already seen this. One of the more interesting stats I saw from this post was that the average amount of time spent on the three different Social Media's. I thought that Facebook and Twitter would have been reversed. But that could be because I am more of a Facebook user than a Twitter user which correlates with the age statistics, but I am also one of those rare men who enjoy Pinterest.

 

Does anyone know where Google+ fits into this mix? Stats listed here show it has 343 million active users. This list shows all forms of Social Media including the likes of NetFlix, Etsy, and anywhere else you can think of.

 

Just thought I would share these incase anyone else is looking more deeply into Social Media options.

Understanding children is a challenge. As infants their only communication method is to cry. As toddlers they can begin to communicate with words, but often when communication efforts fail they revert to crying. As teens the communication gap only grows. With the evolution of slang and technology, communicating with the younger generations is still challenging and still results in tantrums. Of course, there are ways to ease this communication gap. As babies, my kids learned sign language. While I didn’t catch on to all of it, I did learn “more” and “please”. As kids age, we as parents work to better understand the slang and jargon used. Perhaps we listen to the music our kids listen to, or watch the same shows they do. It’s very much like learning a foreign language. A foreign language you must learn in order to survive, and when breaks in communication occur, so can breaks in relationships.

As marketers we hear repeatedly the importance of speaking the same language as your customers and prospects. This is absolutely true. But it’s very difficult to speak the language of customers when the language spoken between sales and marketing is so foreign that neither can communicate what needs to be communicated to the customer. I learned this first hand when evaluating the use of marketing content and sales tools.

 

For the rest of the article read here: Lost In Translation: Are You Speaking The Same Language As Sales? - Business is Child's Play

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

 

Data.com Cloud App

 

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

 

With the Data.com Cloud App, you now have access to clean, up-to-date, and comprehensive data that can be accessed from within your marketing automation programs.

 

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.   You will also need a Data.com (Jigsaw) account (Note: the app uses whatever license you have with Jigsaw, so you will be charged for data accordingly).

 

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

 

Data.com Cloud App Components

 

The Data.com integration consists of several components, each of which are set up in roughly the same manner.  The instructions should be easily translatable between the different connector options.

 

The following Cloud Connectors are available:

 

    • Search for Contacts and/or Prospects - When you have companies that you’re interested in, whether you want to flesh out the list of the key people at an account that has shown some interest, or to proactively target a territory or a list of named accounts, this connector allows you to find the contacts at those companies who are in key roles. Simply by specifying the role (ie, marketing, sales, finance), level (ie manager, director, vice president), and geography, you can retrieve as many contacts as you specify at each company that flows through a given program builder step.
      • Using the Data.com (Jigsaw) Contact Search connector, you can pass in a company name (located on the Company/Account record) and retrieve from Data.com the associated contacts by level and role, and put them into a contact group/shared list in Eloqua.
      • Using the Data.com (Jigsaw) Prospect Search connector allows the passing of a company name (located on the Company/Account record) to Data.com to retrieve the associated contacts (as Eloqua Prospects, no phone or email) by level and role.

 

    • Retrieve Company data - When the information on companies in your database goes little farther than a name, you will be very limited in your ability to market to them. This is a common problem when the information comes in via web forms though as company questions like revenue, industry, number of employees, or stock ticker tend to bulk up forms and drive visitors away. With the Company Info cloud connector, you can quickly append and correct this type of information directly from the Data.com company database.
      • Using the Data.com (Jigsaw) Company Info (Contacts) connector, you can pass in a company name, stock ticker, or URL (located on the contact record) and retrieve from Data.com the associated company information to pull into the contact record.
      • Using the Data.com (Jigsaw) Company Search connector, you can pass in a company name, stock ticker, or URL (located on the company/account record) and retrieve from Data.com the associated company information.  This information is then written to the company/account record.

 

    • Refresh Contact data - When a contact enters your database, its information begins to go out of date immediately. Titles change, phone numbers are updated, and new information may be gathered that you don’t yet have. This Cloud Connector allows you to query Data.com for a known contact and update any information on that contact.
      • With the Data.com (Jigsaw): Contact Refresh connector, you can query Data.com for a known contact and update any information on that contact.

 

Components of the AppCloud

 

Installation

 

To illustrate how to install the apps in Eloqua, we will look at installing the Contact Search connector.

 

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

 

AppMenuContact.png

You'll see the different Data.com connector options listed.  Select Data.com Contact Search from the menu.

 

The following screen will appear:

NewStepInstall.png

 

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

InstallInstructions.png

 

If you are an Eloqua customer 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, then go into the Cloud Connector Management area in your instance. 

CloudConnectorSetup.PNG

Enter the settings as shown below:

CloudConnectorManagement.png

 

 

Enter the following information:

 

The method above can be used to install the other Data.com connectors.  The connectors that return Contact data can be found under the Contact Data menu, while those that return Company or Prospect data can be found other their corresponding menus.

AppMenuCompany.png

AppMenuProspect.png

 

Configuration

 

To configure apps that operate on Contact records (Contact Refresh, Company Info), you can use the Canvas (as shown below).  For connectors that operate on Company/Account records (Contact Search, Prospect Search, Company Search), you will need to use Program Builder, but the configuration process is the same.

    • Add a step to your marketing automation program at any point you would like to run the connector on a Contact record.
      • Note: The Cloud Connector will run on any Contact that flows into that step, and return the result(s) to fields 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 the connector from the list, and click on the configure 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.

Creds2.png

    • The value for Step ID will automatically populate.  Select your Eloqua Credentials from the list, then click Go.

 

    • The Configuration page will then be displayed.

Config2.png

 

On the Configuration tab, enter the following information:

      • Description (optional):  Some text to describe this connector instance
      • User Name:  Your Jigsaw user name
      • Password: Your Jigsaw password
      • Click Save Settings.

 

Now, click on the Mappings tab.

FieldMappings2.png

On the Mappings page, choose the following:

      • Company Identifying Field:  The field on the Contact record containing the company Name, Stock Ticker, or Website to search Data.com for.
      • Choose the contact fields to save the returned data in. Data.com returns a lot of great information, but if you don't want any particular field, simply do not map it on this page.

      • Click Save Settings.

 

Testing

 

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 number and status of Contact records ( for Contact Refresh, Company Info) or Company/Account records (for Contact Search, Prospect Search, Company Search) 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 or companies/accounts.

CC_Test3.png

Enter contact email addresses (or company/account names), one per line, and click Test Contacts. (these contacts or companies/accounts 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

Enabling

 

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

CredsTabStepNew.png

 

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

 

As Contact records (for Contact Refresh, Company Info) or Company/Account records (for Contact Search, Prospect Search, Company Search) flow into the step, the app will connect to Data.com and return data on the Contacts, Companies/Accounts, and Prospects.  The data will then be pulled into Eloqua for use in your marketing campaigns.

 

The other connectors are set up in the same manner, but contain different configuration and mapping options.

I recently had to create a round robin assignment of new leads to sales. Since it took a bit to figure out, and many calls with the awesome Eloqua Tech Support, I thought I'd post it for reference.

 

Note, you will have to create and map a few fields along the way.


1. Create Group of Users who will receive the Leads

 

SETUP > ADMINISTRATION > USERS > NEW SECURITY GROUP

 

Capture.PNG.png

 

STEP 2. SYSTEM OPTIONS - do not change the default values

 

STEP 3. SELECT AGENTS - pick the members of the round robin assignment

 

 

2. Modify your CRM Update program (create only unique leads).

 

Find the decision rule immediately before the program step that creates a Lead in Salesforce. In my case it is this one:

 

Capture.PNG.png

 

Edit the ownership rule:

 

Capture.PNG.png

 

 

Add a new assignment rule, name it and pick Rule Type: Round-Robin

 

Capture.PNG.png

 

In the next screen, pick the group you created in step 1.

 

Capture.PNG.png

 

Save and close:

Capture.PNG.png

 

 

3. Create new program step: Update Source Records with Program Step Owner and pick the Contact Field Lead Owner in the Action Parameters.

 

Note that you might have to go create the field.

 

 

Capture.PNG.png

 

4. Find the Salesforce user ID of your sales people.

 

The quickest way to do that is select the user going to CHATTER > PEOPLE > [NAME] and then look at the URL. the last characters are the user ID, which you will need for the next step.

 

Capture.PNG.png

 

 

5. Create a new Program Step to populate Owner ID. The Default Action is Update Contact/Prospect/Company Data and new Update Rule:

 

Capture.PNG.png

 

This step is necessary to match the Eloqua Lead Owner field to the Salesforce Lead ID.

 

To create a new rule set:

 

Capture.PNG.png

 

In the rule, match the Salesforce User ID (an alphanumeric string) to the Eloqua User ID (in our case it is FistName.LastName)

 

Capture.PNG.png

 

Save and you should end up with this:

Capture.PNG.png

 

This is what the rules look like at the end.

 

Capture.PNG.png

I want to give a huge thanks to the Eloqua King that helped me through figuring this all out: cyoung, you rock!

 

Feel free to reach out if you have questions / comments.

Now that you have paid a little attention to your sales counter parts and can recite their eye color… let’s look at another way to appeal to the human side of candles.pngrelationship building all while using Eloqua automation.

 

In a previous job, I worked at a financial services company that had several thousand employees. I spearheaded an initiative to email employees on their birthday to wish them a great day and tell them we were glad to have them on the team... It always amazed me how appreciative individuals were to be remembered. Thoughtfulness is a powerful way to build trust and a bond.

 

The first step is a bit of investigation. Find out birthdays for the folks in Sales or if you have a large Sales Team, start with the birthdays of those in Sales who you work with on a regular basis. If it is a small number of people all in one office, you could bring in cake or, for remote employees, an actual piece of snail mail is a nice touch. For a large enterprise Sales Teams or anyone who wants to "set it and forget it," you can set up a Birthday Campaign in Eloqua. This campaign triggers a celebratory email on the sales person’s big day. I don’t recommend advertising people’s birthdays because not everyone is appreciative of the attention to their age. However, a quiet email is enough to make someone feel remembered and appreciated.

 

This can easily be achieved using Custom Data Objects (CDOs).

  • Create a custom data object set called Sales Team Birthdays (or something like that)
  • Create a custom field for Birthday
    • Use the date/time formatBirthday Segment.png
    • Choose date output of MMMM, d (May, 9)
  • Upload the Sales Team and their birthdays as custom data objects within the Sales Team Birthdays data set and map to contact records
  • Build a Segment with a filter that locates individuals linked to this custom data object with Birthday dynamically equal to Today. This Segment will track down the right people.
  • Build a simple campaign with your Segment set to add members hourly until campaign is deactivated
  • Create a Birthday email and add to campaign canvas
  • Add a schedule to the email so that it triggers between 9 and 11 am … really you can pick any time, you just want to avoid having the birthday message go out right at midnight.

 

As always, test your campaign to make sure everything is functioning correctly. You will also need to periodically update the Sales Team data set to add new employees. You might want to add your own marketing teammates to the campaign... it doesn't hurt to extend some internal alignment as well!

 

So far, our human alignment mission has focused on face-to-face connections to notice eye color, as well as, tips to help you automatically remember birthdays. Next up, one more suggestions for how you can apply your mad, modern marketing skills to the human side of Sales & Marketing Alignment.

Managing and communicating events is simple and effective with Eloqua especially if you are using the event module. But there still is a bottleneck in the process that requires a lot of manual work. Keeping track of event attendees on-site is always a hassle. This is important for post communication and lead nurturing but also for communication during the event. Especially for the latter the process to register attendees and adding them to Eloqua segments is vital.

 

What are your best practises for the on-site processing of the event attendees? I'm looking for a way to do this as quickly as possible and with minimal manual labour.

Eye color doesn’t set until 6 months of age. My son is 5 months and was born with deep blue eyes. Blue eyes are not in our family in the remember-able past, so my husband and I gaze intently into eye color blog.pngour son’s eyes… looking for hints if they are shifting to green or hazel or toffee or perhaps staying the lovely navy they are now.  This focus has made me realize that there are plenty of people in my life who I have never noticed their eye color. There aren’t many Anderson Coopers out there where you can’t help but notice. Most of the time we make eye contact and notice wrinkles, eye shadow, glasses or emotion, but, at least for me, I don’t always take note of eye color. However, really noticing the details about people – how they look, how they interact with others, how they do their work – is one way to show genuine interest and create a bond. If someone tells me “You look nice,” my first thought may be a snarky one. Such as, “Do I usually not?”  In this case the generic compliment backfired. Whereas, “That shirt makes the green in your eyes really pop,” is a compliment that I appreciate more. I feel seen.

 

Alignment is about streamlining processes, but more than that it should be about really seeing others  and appreciating who they are and what they bring to the table. I realize that the fact that my son’s eye color makes me think about Sales & Marketing alignment reveals a new level of modern marketing nerdiness, but bear with me...

 

You hear Eloqua talk about sales and marketing alignment here on Topliners, in our Eloqua University classes, on our blog, on the Chart of the Week, in the Aberdeen RPM study… you get the idea. We know alignment is one of the keys to successfully implementing the Revenue Performance Management (RPM) strategy. We provide all kinds of important business processes, service level agreements and committee recommendations that will definitely help in the process of attaining alignment.

 

However, I wonder how many of us know the eye color of our counterparts in sales. Do we know the sales team as people or just as the persona we need to persuade? You can start Aligning the Human Way by noticing the eye color of at least one person on your sales team. It’s amazing what even an extra half second of direct eye contact can do. I’m not asking you to fall in love with everyone in sales, but seeing them as individuals is a great step towards alignment. There are many marketing and sales teams that havean extensive history of negative interactions. Sales may complain that the leads are never good enough or plentiful enough or anything enough. Marketing can easily get frustrated with never getting positive feedback and seeing Sales receive all the credit. Taking the time to notice eye color turns the monolith of the Sales Team into distinct individuals. They are no longer The-Obstacle-in-the-Way-of-My-Brilliant-Branding or The-Enemy-Who-Won’t-Use-My-Perfect-Content.  Instead they are individuals who...have kids, love golf, or maybe one has the same favorite food as you.

 

Building relationships can be just as important as building consistent business processes. This will not work if you aren't *actually* interested in knowing the sales team as people. This isn't just a check box on your road to marketing enlightenment. It is a mind shift to help you embrace the other team. Genuine interest is one of the highest forms of flattery in our high-speed world. I hope you can slow down enough to notice eye color.

 

In the next two installments of Alignment the Human Way, I will share two ways you can have the human approach and use Eloqua automation at the same time… stay tuned.

I am a huge fan of all of the gold reality shows and if you watch them long you discover something very important, many factors can lead you to overlook gold and wash it through all of your processing into the throw away pile.  As a telecommunication provider focused on B2B, we sell to a relatively specific buyer. There are a number of interactions these buyers have with us that are not a simple hand raise. Because of that, we believe there may be gold by using highly specialized lead scoring variables that otherwise may be lost.

 

We've recently started poking around in Eloqua's lead scoring tools to see if we could make them work for us. Shortly after we started working with lead scoring in Eloqua, the Spring release [link: http://topliners.eloqua.com/docs/DOC-3597] introduced some really great new functionality to the tool that has already made a huge difference in our environment. Since I couldn't find another post on Topliners that highlighted the changes that I thought were the most useful, I thought I'd start a list of my own.

 

So, without further ado – and in no particular order – I now present to you five things I found in the new Lead Scoring tool while digging for gold:

 

  1. Between
    Such a simple thing, the idea of something that’s “between” two other things. But often, it’s the simple things that are the most complicated. For us, the ability to score a contact that has taken an action “between” one raw value and another is huge. Before this option was introduced, I had to create a separate program to take the raw values and write a contact field for the specific user requested brackets. It required a separate program, setting a value for a new contact field, and then evaluating it. This over time would be a pain to update, now I can just use between.
  2. Contact record time/date stamp
    Trying to use lead score to determine age? How about the best practice to score based live event attendance? Per Linda David you can create a new date/time contact field (if it doesn't already exist - databases created in the last year or so already have an 'LS-Last Event Date' field), then when uploading your list of attendees, either populate the event date on your spreadsheet prior to uploading or set a constant value during the upload and map to the LS-Last Event Date' field. You can then use this field to evaluate event attendance within a reasonable time span in the Engagement tab of your Lead Scoring model. The format for adding values to the date field is MM/DD/YYYY, ie. 5/7/2013.
  3. Wildcards
    Maybe it was just me, but I was stumped by Eloqua’s wildcard options before even after working with support L. Now that there’s a new operator for "matches wildcard pattern" I can make sure I’m using my wildcard characters in the right place, so I get the results I want.
  4. Is/IsNotBlank
    The reason I’d been running in to issues with my wildcard characters before was because I was trying to return all non-blanks. Now that they’ve introduced a simple Is/IsNotBlank option, I can actually use wildcards to search for specific results, rather than trying to return a non-empty set. I am now using IsNotBlank to look for demandbase field results, success!
  5. Contact Object, Custom Data Objects and Account level data Fit and Engagement
    Wow, that title is a mouth full. You now have access to contact, account, and custom data objects in both fit and engagement.The ability to score off of a contact object in engagement allows you to solve the best practice question of attended live event in X days.

 

To be completely honest, we haven’t officially started using CDOs. But knowing that we can score against them in the new tool has made them a very, very hot topic of conversation. The same goes for the newly available access to Account level data for scoring purposes. Check back with me in a few months, I’m guessing I’ll have some new nuggets found by then.

 

Like I said, these are just some of the things I found in using Eloqua’s newest Lead Scoring tool in my journey to get all the lead GOLD. I’ve hoped my list has helped if you’re in the process of digging deeper for gold in your own situation.  And of course, if your favorite thing isn’t on this list, be sure to add it in to the comments so we can all be sure to add it to our Eloqua tool kits.

 

Happy Lead Scoring!

Hot off the presses, a round-up of the Hottest Apps from the Eloqua AppCloud!


You'll notice right away that the Top 10 has been taken over by apps you can add to your Eloqua10 Landing Pages.   Wondering why the shift?  You'll want to check out this chart of the week for some insights.

may2013_hottestapps.png

 

Need some "app"-inspiration? Check out what these modern marketers are doing with apps from the Eloqua AppCloud

 

Visit the Eloqua AppCloud

Hi All,

At this time, Eloqua has decided not to push the Content Embed functionality into production. We will no longer be making it available for new clients. For similar functionality, please see GetSmart content (http://topliners.eloqua.com/docs/DOC-4082) on the Eloqua AppCloud.



This article describes the Content Embed Widget (beta), how to configure it and how to obtain a script tag that you can embed anywhere in your web pages. The widget renders content from different Eloqua Landing Pages based on visitor data and can be shared across multiple pages.


What does it do?

The Content Embed widget lets marketers insert content from Eloqua Landing Pages inside their own HTML documents. To use it, just define the rules for your content and insert the script tag on any of your pages.

 

Getting Started

Login to cloudconnectors.eloqua.com and click on “Publish” | “Eloqua Content”

 

https://lh3.googleusercontent.com/OjNf-75j-nONkLelhH4j75HPCW9np-Twp1_49GxOIGLEPfy2ovpp7YRqUa4paflWi8MiJ102Na3gtCw-LObHayjS4jX8L5bi4ip5GmU_vXY7xRXy0sgZj7Up

 

 

Requirements : The application is currently in Beta and users must request access to this feature. Please contact me or leave a comment here to request access.

 

Create Content

From the main menu, select “New Content”

 

https://lh3.googleusercontent.com/4FMrp9EhzZwTT-UmHlczou96_aeQk5bhji39NHnXfHSKLK8Tdd-U2fqq7WiqEGJrKZPr6TgTwPE0IXySmQtQa6X7qaNLkC9wUXrEV3XAhWvPWzdi4OHbQVSN


Enter a name for your content and select “Eloqua” as the provider. Note that Eloqua is currently the only available source for content, but in the future, we may add 3rd party providers.

 

Settings

The width and height of the widget can be customized as well as the source Eloqua site for content.


https://lh4.googleusercontent.com/175dfHTo4bdJImjIUIfZfTTJhygEDrgInv6mX41p6mgzPri2usdNoT3c5lEAxabxMcTSvTnO7tssiiBxz7473iZ9w2b0--8Oqv4LgVQBIUEoImpAxwSOdFNC

 

Content Rules

Rules determine which Landing Page to display, based on the following criteria :

  • Contact data
  • Visitor data
  • Company data

 

https://lh4.googleusercontent.com/qe8x4MsG31eoa2GfahASpzIQDO6vUCZ-o5Cvh8vrgN0pw9JeKH753wj1WblCaNrW9196BxXXpW5YonyZLsBqelnvFK2YcVSPqzvVNoVaZxAvUi7pYrXCbh0x

 

Preview and Testing

Click “Preview” to see it in action or select “Test and Embed” to view it on a sample page.

 

 

Embed Script

The embed script is found under the "Test & Embed" tab and can be placed anywhere on your page to render the content.


Define your rules, pick your content and then copy and paste - easy as pie

The app is currently in beta and we’re hoping for feedback and comments from the community.

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