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Have you ever wanted to include two email address form fields, but found yourself helplessly stuck at an error message?

error.png

If you've seen this error message, you’re under the correct assumption that you can’t add the same contact field to a form twice. However, you CAN add two custom fields with the same label - or an additional custom field to partner a contact field - to a form, allowing you to have two email address fields to make a thing go right and make your form outta sight!

 

Here’s one way to configure a form with two email address form fields:

  1. Add the ‘email address’ contact field and configure appropriately.
  2. Add the ‘single line text’ custom field to serve as the second ‘email address’ field and configure appropriately.

 

form.PNG.png

 

To learn more about building forms in Eloqua, check out the Fundamentals of Forms & Landing Pages class!

 

*You must ensure that the HTML names of the email address fields are different since the HTML name is used to uniquely identify a field on a form.

**In order for the second email field to serve as validation that the email address entered in the first email form field is an exact match you would need to write a custom validation script.

***This post is dedicated to the incomparable Ryan Wheler-Oracle

When setting up your Eloqua cloud app, it is always a good idea to test it out to make sure all is working as expected before enabling it.  In order to help you do this, the cloud apps offer a set of tools. 


To access the tools, go into the setup screen for your app and click on the Test tab.

 

StepMembers.png

 

The Step Members tab will show you the counts of contacts in your step.  If your campaign is not activated, there will likely not be any members Awaiting Action.  If you do have members in one of the statuses, you can use the Action field to view the members or manually change their status.

 

The Clear Wrong Member Types button is used when the connector is trying to act on Contact records, but finds Accounts/Companies or Prospects in the step instead.

 

Next, let's look at the Run Manually tab.

 

RunManually.png

 

The Run Manually 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, and actually update Eloqua with the results.  When you perform a run, a table will pop up upon completion to show you the results.  The table will provide information on any errors that occur so that you can make adjustments prior to enabling.

 

Next, there's the Sample Data tab.

 

SampleData.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).

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.  Take note of any messages in the Error Log, and troubleshoot accordingly.

 

History.png

 

Some apps will also have an extra Tools tab that allows the retrieval of raw XML that can also be used to troubleshoot.

 

On24TestTools.png

 

Now that you have tested your step, you should be all set to enable it and your data will being to flow into Eloqua.

 

If the app is enabled, and still not working correctly, use the Support tab for further troubleshooting tips.

Just thought I'd share some new knowledge.

 

You can fire internal events off a single form submit right from the integration. Your internal event "Form Submit" (Or something of the like) fires external calls as soon as any form submit is submitted.

Screen Shot 2013-06-28 at 10.25.54 AM.png

My learn was that by clicking the drop down, you can pick particular forms & assign different external calls. The "All" external calls will still fire, they are independent.

 

This is great for high value forms when the information needs to be in SFDC quickly!

Tero Rantaruikka

Damn...again!

Posted by Tero Rantaruikka Jun 28, 2013

It has happened again. Accidentally used a 'Not...' rule in the segmenting filter when I ment to do the opposite. Only caught it because of highly developed Eloqua intuition that made me triple check just before hitting The Button-of-Death (a.k.a Activate).

 

We really need a visual indicator for the 'Not...' rules. If this has happened to you and you feel my pain, go promote.

 

Not_clicked.jpg

leedavis

Create a better agenda

Posted by leedavis Jun 26, 2013

I run a lot of workshops for Eloqua customers and potential customers, so I'm often designing agendas. I've moved away from designing agendas directly in Word or in PowerPoint and opted instead for a more flexible, interactive method of agenda setting. The reason -- the more input and agreement I get prior to a workshop, the more I'm able to align the workshop topics and outcomes with what is actually needed.

 

The process:

  1. Set a meeting with key stakeholders. Since my workshops are typically a day long, I set this meeting for one hour.
  2. Before the meeting starts, clear the meeting table and create a clock using sticky notes to represent 9am, 12pm, 3pm, 5pm.
  3. As people come in, give them a marker, some index cards and a few sticky note packs

Image.jpg

 

With everyone ready to participate, the first task is to identify the desired outcomes of the day - what should the attendees walk away from the workshop with regarding those topics? Agenda topics will flow naturally from outcomes. Encourage everyone to write their ideas their sticky notes, one idea per note. Instruct everyone to post their stickies on a wall or whiteboard. Once everyone is finished, review the notes and select the priorities.

Image 1.jpg

Reproduce the agenda topics that made the cut onto the index cards. Ask the group to slot the index cards into place within the clock. As soon as they've finished slotting the cards, review each card and ask what should be covered within each topic. Use the stick notes to capture these ideas and stick them to the appropriate index cards (this way, if you need to rearrange the timing, everything stays together).

 

Here's an example of what I created with a client recently!

 

Image 2.jpg

I found this awesome link and was hoping offers could share examples of there mobile marketing campaigns?

 

http://econsultancy.com/us/blog/62971-six-great-examples-of-mobile-marketing-campaigns

From polls and posts on Topliners it looks like many fellow marketers are adopting responsive design. Here's some inspiration for a Friday:

 

Code School responsive email - (courtesy of Litmus).

 

codeschool.PNG.png

if you follow the link, you can preview the email in  mobile, text-only, and browser iterations. You can also download the code. This is a nice example of a well-designed layout that adapts well to various screens. If you're getting started in mobile design, don't be intimidated. There are a couple of ground rules but its very similar to the coding you already do. The big differences are:

 

One column layouts - the design of the email will adjust to the size and capabilities of whatever device it is viewed on. The code school example uses a max-width of 600 pixels. Its recommended to keep your width between 500-600 pixels. While you can use 2-column layouts, they'll require more planning and coding, so one-column is a good place to start.


Big buttons - your designing for the finger. Buttons should be at least 44 pixels square. This avoids click frustration.


Other items to note:

Subject lines: iPhone subject line cuts off at 35 characters. Keep subject lines short and to the point.

 

So how does the layout adapt. If you look under the hood of the Code School example, you'll see CSS at the top of the source:

 

<style type="text/css">

      @media only screen and (max-width: 600px){

      table{

      font-size:14px !important;

      }

    

      } @media only screen and (max-width: 600px){

      h1{

      font-size:24px !important;

      }

    

      } @media only screen and (max-width: 600px){

      h2{

      font-size:20px !important;

      }

 

This is a mobile style sheet. Notice the @media designation - this indicates that these styles are only to be used for screens. While 480 pixels is the max width of a current iPhone in horizontal display, this email is set to a max width of 600 pixels to accommodate larger screens (like tablets).

 

Font-size: you'll notice the main font is set to 14 pixels. The minimum font size on an iPhone is 13 pixels; I see many corporate emails today with a 12 pixel font, and you'll need to bear in mind that this is not mobile-friendly, even if it is your corporate standard.

 

 

I'm going to steal gain inspiration from the button designs for some of my emails. Here's the code:

 

<!-- / BUTTON BEGIN -->

<table border="0" cellpadding="0" cellspacing="0" height="100%" style="font-family: 'Open Sans', AppleSDGothicNeo-Medium, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 16px; line-height: 1.4; padding-bottom: 15px; padding-top: 15px;" width="260">

<tr><td style="background: #d8a737; -moz-border-radius: 3px; -webkit-border-radius: 3px; border-radius: 3px; padding-bottom: 10px; padding-left: 10px; padding-right: 10px; padding-top: 10px;"valign="top">

<a href"" style="color: #ffffff; display: block; font-size: 16px; font-weight: bold; text-align: center; text-decoration: none; text-transform: uppercase;">Team Account Survey</a>

</td>

</tr>

</table>

<!-- / BUTTON END -->

 

This will give you some nice rounded corner buttons (-moz-border-radius: 3px; -webkit-border-radius: 3px; border-radius: 3px; - you need all three to account for email client inconsistencies). You want to keep buttons nice and big. 44px square is the recommendation.

 

if you're interesting in styling CSS3 buttons in your emails, here's a glimpse of what this looks like today (courtesy of Twitter / omgitsonlyalex: A glimpse of #CSS3 support ...)

The following summarizes the differences between how checkboxes get updated through an autosynch vs a file upload:


1) When Synching checkboxes from SFDC, Eloqua actually CONVERTS TRUE to 1 and FALSE to 0.What this means is that the underlying value of the checkbox in Eloqua would be either 1 or 0 – NOT TRUE or FALSE. So, if you want the checkbox to appear checked in Eloqua, you’d have to set the default value for checked/unchecked for the eloqua checkbox field to be 1/0 respectively.

6-19-2013 5-13-40 PM.png
2) However, when UPLOADING values to a checkbox from a file such as a csv file, the checkbox in Eloqua will NOT convert the values uploaded and will compare the value that’s being uploaded to the default value for the check box in Eloqua to determine if the checkbox should be checked/unchecked.

Eg: you setup a checkbox in Eloqua to have a default value of true, you have to upload a value of true in the excel sheet – no conversion occurs. Remember that this is case-sensitive, so True and TRUE are not the same in the context of an  upload.


Takeaway: If your company has Eloqua integrated with SFDC, it’s best to setup the checkboxes in Eloqua to have values of 1 and 0 so you get it to work seamlessly with both uploads and synchs.

Note: When it comes to MS-CRM, Eloqua does NOT convert the TRUE/FALSE values that come from it to a 1/0. They will be stored as TRUE/FALSE in Eloqua.

An ideal modern marketer

    •    knows the potential customer,

    •    engages them in meaningful, personalized ways,

    •    coverts them into customers,

    •    analyzes their interactions to continuously improve.

 

A fun, easy way to get to know your potential customer and understand how to engage them is to conduct an Empathy Map* exercise. All you need is a whiteboard, plenty of post-its and markers and about two hours.

Empathy Map.jpg

*Concept taken from Gamestorming | A Playbook for Innovators, Rulebreakers, and Changemarkers by Dave Gray, Sunni Brown, and James Macanufo

 

When I do this exercise with my clients I begin by drawing the image above on a big whiteboard with plenty of space. Then, we select the type of customer we're going to focus on (for example, a K-12 Teacher or a Professional Painter). From here, the client begins to describe this customer's experience - what are they seeing, saying, doing, feeling, hearing and thinking in a given day? One thought per post-it note. Then, the client comes up to the board and places their post-its in the appropriate area. It may take a few moments for the client to get into the grove, but once they do the ideas start flowing!

 

Here's a photo of a recent exercise I did with a client.

Small Empathy Map.jpg

This exercise never fails to produce loads of "ah ha!" moments. One of my favorites: after recognizing that their persona had little time to check email, a client said "we've got to stop sending emails that are 10 pages long!" That same client also realized the their persona was looking for help navigating all the options for professional development, and concluded that positioning themselves as a curator of options would resonate with the persona.

 

You can't engage your potential customers in meaningful, personalized ways unless you know them. The Empathy Map exercise is a fun, low cost method to get to know customers.

I have created a number of filters, but last week I ran into a challenge I had never encountered. Below is the high level question I was trying to answer and where I initially got stuck.

 

I needed to evaluate

  • Contact Filled Out a Specific Form at least one time within last 12 months
  • Contact fields = 2 specific values
  • Contact Field Email address match “yahoo.com, gmail.com or Hotmail.com”

 

In my first pass I solved the first two. As I attempted to solve the last bullet I ran into an issue. What I was really evaluating was if the email field contains any of the values.

 

A few challenges

  • The contains operator will only take one value
  • If you use “in quicklist” I wasn’t sure how to use a wildcard for the first of the name *@yahoo.com – Maybe someone can reply with the answer
  • If you put each of the email questions in a separate compare contact fields it forces either “and” operators (which would require it have all of the email domains) or using or which didn’t give the desired result.

 

The Fix

  • Setup my three compare contact fields
  • Choose the and operator between them
  • Select them all
  • Choose Group at the bottom of the screen
    • Grouping them indents them on the filter screen and places a ( above the group and a ) below the group.
  • This allows for your entire group to be evaluated instead of each component

 

Shout out to frank.shih for helping me find this. Too good not to add to Topliners.

 

Screenshot below for illustration (for structure only, highlighted group button at bottom in red since I never noticed it.)

 

filtergroup.png

Ever wondered why a program feeder won't push some of the contacts that meet a filter criteria? The answer to this might be The advanced option: "Further restrict members by Created modified, or active within evaluation time"
This option can be found under the feeder itself by clicking on advanced options -- see screenshot below

 

 

Feeder.png

 

To determine if your contact was restricted by this condition, see if they meet any of the conditions explained below:

1) Created: means that the contact would have to have been created between the last time the feeder pulled contacts and the next feeder pull.

2) Modified: means that any of the contact fields – AND ONLY FIELDS, would have to have been modified in value between the last time the feeder pulled contacts and the next feeder pull. Note that changes to web profile such as web visits, form submissions, etc.. do NOT make the contact “modified” unless they’re included as a condition in the filter that’s the feeder is based on – see next point 3.

3) Active: means that the contact would have to have met the condition of the filter between the last feeder pull and the next one. The important intricacy here is that there’s a few conditions that when met, will NOT qualify the contact to be included in the “active” bucket. Below are three examples:

eg:
a) If the filter has a condition of “hard bounceback AS OF NOW”, and if there was a feeder pull at 2pm and the contact got hard bounceback status at 2:30pm, then the next feeder pull WILL NOT pull the contact into the program. The reason is that this condition does not qualify as “Active” is that it does not represent an activity.

b) The same applies if a filter has a condition of “unsubscribe AS OF NOW”

c) if the filter has a condition of “Hard Bounceback before May/24/2013” and if the contact becomes a hard bounecack between the last feeder pull and the next feeder, then the contact will be pulled to the program.

 

Hope this helps.

Tarek

I am generally a Mac, guy but like anyone who makes a living dealing with databases and computers you have to use Windows more often than you want too. And my wife has always been a PC gal with no interest in learning anything about the Mac world until Windows 8 came out. I am actually lucky that the new PC laptop I bought her has not been chucked out the windows already. She has actually gotten pretty good at using my Mac over the past month or so. But with me working late and her taking classes trying to work off of my computer at night for the both of us really just was not working out. So I did a little searching tonight on her PC and found out that there is a large population of Windows 8 haters out there and I don't blame them. I just don’t see how this made sense to Microsoft to release but they did, and navigating through the obnoxious start screen and leaving off the start button which has always been there and made Windows relatively simply to navigate was crazy.

 

I just ran across a $5.00 program that gives you back your Start button and makes Windows 8 act like Windows again. My wife felt like she received a brand new computer tonight after I installed this little bit of software. She can now use her Windows machine again without becoming overly frustrated and down right mean as times. Best $5.00 I have ever spent.

 

If you too are struggling with Windows 8 and are forced to keep working on a PC rather than switching to a Mac. Check out this little bit of software:

 

Start 8 by Stardock.

Sent and email inviting contacts to Visit the website which request them to fill out the Form which for brochures. The trick to this was "What happens when you request more than one brochure?"

We created a set of conditional rules: if just one brochure was chosen the person submitting the Form received the specific brochure. If they chose more than one they received an email which re-directed to a landing page which had all of the re-direct links to the specific brochures. I was impressed. Thank you eloqua support team and Topliners. Please feel free to comment, LIKE and or Share.

Our Summer'13 Release will be rolled out to our Eloqua Production Instances between June and July, 2013.


Find out when you will receive the Summer'13 Release

  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 Summer'13 Release in your Eloqua Install

 

BROWSER URL WHEN LOGGED INTO ELOQUA  RELEASE DATE
www02.secure.eloqua.com/Tues, June 18, 2013:  11:00 pm - 5:00 am on EDT Wed, June 19

secure.p03.eloqua.com/

Sunday, July 7, 2013:  5:00 am - 11:00 am EDT

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

Sunday, July 21, 2013:  5:00 am - 11:00 am EDT

 


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


Occasionally marketers need to pass dynamic fields (field merges) to a destination page from an Eloqua email.  While Eloqua supports this functionality, it does not however support tracking clickthroughs of links that contain field merges where the destination page isn't tracked by Eloqua.  This tutorial will show you how you can use a custom object, form, and a landing page with some custom Javascript to accomplish click through tracking for dynamic redirects that contain field merges.

 

When would I need this?

 

An example could be if you use a survey tool that requires a unique variable for each recipient.  You'd store the unique token on the contact record, and include it as a field merge in the hyperlink.  This works great, however you lose the ability to view the clickthroughs of that link.  This tutorial will show you how you can track when a user clicks the link, and have that link automatically go to the destination page while including any dynamic parameters you want to pass.

 

Part 1 - Watch the tutorial video

 

How to Create Dynamic Redirects in Eloqua Tutorial - YouTube

 

The easiest way to demonstrate the functionality was through video.  I recommend watching the tutorial in its entirety in full-screen mode (it'll be easier to read), and then continuing with some additional information below.

 

Part 2 - Form field names

 

The custom object and form fields will need to have the following names:

Note: The html name is only applicable to the form

 

Field

HTML Name

Data Type

Email Address

email

text

Dynamic Redirect Link

link

large text

Email Name

emailName

text

Link Title

linkTitle

text

 

Part 3 - The HTML/Javascript

<!DOCTYPE html>
<html>
<head>
     <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/>

     <title>DocuSign</title>
     <script src="http://code.jquery.com/jquery-1.10.1.min.js"></script>
     <script type="text/javascript" language="javascript">
     
     $(function() {
          
          /*
          ===
          EDIT HERE
          ===
          */
          
          var elqPostUrl = "http://XXXX.t.eloqua.com/e/f2";
          var elqSiteID = "123456789";
          var elqFormName = "YourFormName";
          
          /*
          ===
          DO NOT EDIT BELOW THIS LINE
          ===
          */
          
          // Construct redirect
          var get = get_query();
          var redir = "";
          var params = "?";
          var url = "";
          var vars = {};
          for(var param in get){
               if(param == "redir"){
                    redir = get[param];
               }else{
                    if(get[param] == "undefined"){
                         continue;
                    }
                    vars[param] = get[param];
                    params += param + "=" + get[param] + "&";
               }
          }
          params = params.substring(0,params.length - 1);
          url = redir + params;
          
          // Validate required fields are present
          if (redir == "" || vars.email == "" || vars.linkTitle == "" || vars.emailName == ""){
               $('body').html("The following parameters are required:<br />redir<br />email<br />emailName<br />linkTitle");
               return false;
          }
          
          // Eloqua form details
          var elq = {elqPostUrl: elqPostUrl, elqSiteID: elqSiteID, elqFormName: elqFormName, email: vars.email, link: url, emailName: vars.emailName, linkTitle: vars.linkTitle};
          
          // Post to Eloqua form for tracking
          var posting = $.post(elq.elqPostUrl,elq,function(data){},"jsonp"); // using jsonp to ignore response
          posting.always(function(data){
          
               // Redirect after form processes
               $(location).attr('href',url);     
          });
                    
          // Parse query strings
          function get_query(){
              var url = location.href;
              var qs = url.substring(url.indexOf('?') + 1).split('&');
              for(var i = 0, result = {}; i < qs.length; i++){
                  qs[i] = qs[i].split('=');
                  result[qs[i][0]] = decodeURIComponent(qs[i][1]);
              }
              return result;
          }
     });
     </script>
</head>

<body>


</body>
</html>


Or download at: http://bit.ly/11Hv2hq


You will need to edit lines 18, 19, and 20 per the instructions in the video.


Part 4 - Sample hyperlink with field merges

http://your-domain/your-link?emailName=Dynamic Redirect Custom Link Example&linkTitle=Sample Link&redir=http://www.google.com&title=<span unselectable=on class=eloquaemail>Title1</span>&email=<span unselectable=on class=eloquaemail>EmailAddress</span>

 

This is an example link, you can add as many custom parameters and field merges as needed.  The custom landing page with the javascript is configured to automatically handle all parameters, log them to the custom object, and forward them to redirect page.

 

Conclusion

 

That's it!  This should work for any Eloqua environment, however, I highly recommend thoroughly testing this process each time you need to use.  Every system is a bit different, so extra testing doesn't hurt

 

Please post any questions or PM me if you need any help.

 

Cheers,

Ryan

My content developer sent a poor example of HTML to be an uploaded email. In the Eloqua email template everything looked normal and fine - however when sending to Outlook 2007 the main text was not positioning properly. Knowing that many companies use Outlook as a primary Email service we needed to get this fix. Trial after trial after trial with no resolve - then I read the instruction to open the HTML up in Word and make the appropriate changes and then save the Word doc as HTML. Copy only the section of code needed and then paste it in place of the HTML coded section of the original email uploaded in Eloqua and SAVE. Test send to and OUTLOOK to verify. I hope this was helpful.......additional insight as to why this worked is because both Word and Outlook are Microsoft

As Marketers we preach that content should:

• Get to the point

• Be short and sweet

• Use bullet points.

As the reader, I usually prefer blog posts and emails that I can quickly scan.

 

However, there are times content needs to be in long form in order to be useful. Think of some of your favorite Topliners posts. Some of them may require scrolling, but these pay off when you do a new ninja move in Eloqua.

 

How can we as Marketers use long form occasionally without annoying our mobile audience? Recently I came across a blog post that had a disclaimer directly under the title. It read something like this:

[Editor’s note: This blog post is over 5,000 words. You should not read this on a smartphone. Bookmark it and read it later.]

This author recognized that the post was not mobile friendly, but instead of shortening the post to the point where it would be useless, they wrote the disclaimer. I found this to be quite refreshing.

 

Long content cannot be fluff – there has to be a good reason behind the extra words.  Here is your new content mantra:

Be thorough, not just pithy.


What are your thoughts on how to incorporate longer content into your marketing strategy?

Doing a little web surfing after vacation to slowly start getting my brain back into work mode, I found this whitepaper from BrainSell. The paper is designed to demonstrate to both small and medium sized organizations how to expand their businesses with effective inbound marketing techniques and marketing automation. To read their in depth paper click here. I think this paper will benefit those just looking to create a new automated marketing campaign. If you are new to automated marketing be sure to check it out. It can also be beneficial to those experienced with automated marketing by helping to remind you of the basics. Be helpful and educational, it shouldn't sound like a sales pitch. Be timely and customizable in your message and make sure that message is constant.

 

One tip I really found useful and find myself often forgetting to do. Repurpose your existing content.  It is so easy to overlook what you already have as you are always trying to find the next big thing to share. But a lot of what you already have is still relevant and timely and just needs to be repurposed. A few suggestions that are made in the ebook are:

 

  • Combine text from an old whitepaper with new videos to create a multimedia ebook.
  • Turn videos or webinars into blog posts and ebooks or vice versa.
  • Use commonly asked questions and comments from webinars to create a new ebook.


Share all company presentations in multiple formats. post the slides on slideshare, upload the video on youtube, and create a series of blog posts that dive into specific points of the presentation.


The ebook is worth a read if you have the time.

Ha! 

 

I'm still chuckling about this email I received. I guess it falls along the philosophy: "If you don't have anything nice to say about yourself, say something bad about your competition." It's pretty funny and actually pretty sad. Not much of this email's content touts the benefits of their solution or how their solution will make my life so much easier. They seem to focus entirely on negatives about the competition. Check it out:

6-6-2013 10-50-35 AM.jpg

 

This tact could be successful. Of course, targeting one of your competition's top/current advocates might not be the best approach. I don't know. What do you think?

 

 

One of the common issues that Eloqua users encounter while uploading files that contain contact data -- account data,data cards, is that the data uploaded to Eloqua does not over-write the data that exists in Eloqua for the uploaded contacts. This can happen for all contacts that the user attempts to update or partially -- certain columns would not update, or even certain fields for certain contact records would not update but the rest of the data uploaded updates successfully.

Eg: In Eloqua, you might have a contact record that might look like the following:

Email Address                     First Name                 Company

aaa@aaa.com                     Joe                             ABC

Then, you can have an excel sheet that would have

Email Address                    First Name                 Company

aaa@aaa.com                    John                           XYZ

After you have uploaded the file, you'd notice that either first name remained Joe -- did not get updated to John, or the company name remained ABC -- instead of XYZ, or both.

Why did this happen?

One of the common reasons why this happens is the "Data Priority Order" that the "Data Source" used for the upload has. I'll explain each one of them below:

1) Data Source: Any type of upload to Eloqua has to have a "Data Source" associated to it. Think of the data source as a gateway that would tell the application what type of data it should expect -- contact data, data cards, etc.., what method this data will be uploaded to Eloqua -- File upload, Remote File over SFTP, Autosynchs, etc.. and the Priority that the data that the uploaded data will have -- see 2 for more info on this.Data sources can be found under setup> integration> inbound. Notice the "All Data Sources" left pane that appears on the screen when you get there.

6-5-2013 3-10-02 PM.png

2) Data Priority Order: Each Data Source has to have a "Data Priority Order". Data Priority Orders control what data should over-write which data in Eloqua. Eloqua keeps track of the Data Source through which the data got uploaded to Eloqua. At the time you attempt to over-write that data with new data -- whether it be through manual upload, sftp transfer, autosynch, the application will compare the data priority order of the existing data vs the new data to determine whether it should keep the existing data or change it. Data with a higher data priority order will be the data that is kept in the application.

Data priority order can be found under setup>integration>inbound>management>data priority order.

6-5-2013 3-21-03 PM.png

 

The important distinction to be made here is that even though a data source and a data priority order can have the same name, they're still two completely different things -- as explained above.
Going back to the original issue, and if you, as an example, are uploading a csv file, what you see under the first step of the upload wizard is the data source NOT the data priority for that upload.

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This means that if you choose a data source in the first step and you go through the upload wizard and the data does not upload, then chances are the data source does NOT have a high enough of a "Data priority" to over-write existing data - which would then have a higher data priority.

To fix this issue, you would need to fix the priority of the data source itself. You can do this by going to the data source itself, and you'll notice that there is a drop-down list called Priority. You can change the current priority to something higher in the list - the higher the item, the higher the priority.

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Once you have changed the data priority of this data source to something higher than the data priority of the existing data, the uploaded data will overwrite the existing data- as long as there isn't other issues causing the update not to occur!!

 

Recommendations:

1) Think of the data priority order list as numbers with the data priority order on top having number 1, and the one on the bottom having the lowest number -- 5, 10, however many priorities your list might have. It can be confusing that a data source of "General csv" has a priority of "General csv", thus it's easier to think of the priority list as a number list.

2) I would recommend not changing the order of the items in the data priority order list itself, but instead control the data priority of the data source itself through the priority select list as explained above. Changing the order of the items can cause existing data sources that are created by you or other users in the app not to act as expected, but if you only change the data priority for only your data source, you'll get the same result without affecting any other data sources.

3) It's important to know that the data source can have ANY NAME and does not have to have a name related to the type of file that's uploaded.

eg: If you're uploading a csv file, you do NOT have to use the "General csv" data source. What matters is the TYPE NOT THE NAME. As long as the transfer type of the data source is "File Upload", you can use it with ANY type of file that you're using -- csv, excel, etc. So, you can have a data source named "Amy" that you would use for csv or excel uploads.

An important and recommended conclusion from this is to setup a data source that has a meaningful name such as "file upload -- highest priority". If you setup this data source to have the highest data priority, then you're guaranteeing that the data uploaded through this data source will over-write ANY data you have in Eloqua. This is good because:

      a) you no longer have to fiddle with any data sources or even priorities of data sources that you have in Eloqua. You know now that you have a DEDICATED data source that you can think of as "golden" source of data, and which will over-write any data any time you use it.

      b) You can inform your Eloqua users about this data source and they can use it any time they want to over-write data in Eloqua

      c) This data source could easily be avoided if you don't want existing data to be over-written in Eloqua instead of having to go back to the data source and fiddle with its priority.

4) Please note that data that comes to Eloqua through form submissions -- or manually typed data, will ALWAYS over-write any data that currently exists in Eloqua. Form submission data is NOT subject to data priority restrictions and will always over-write anything that exists in Eloqua. This makes sense because that contact data that you get from the form comes directly from the source itself -- your contact!

  Hope this helps!

Noticing eye color and remembering birthdays is part of our human alignment project. The third human touch approach to Sales & Marketing Alignment should actually appeal to your nurturing side.

 

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Do you nurture your Sales Team? You want them to use your campaigns, reference your content and follow-up on the MQLs you send their way. Why not open the lines of communication. Have you thought about building a newsletter specifically for your Sales Team? I am not suggesting a weekly communication that takes up your time to build. Nothing that formal or that frequent. Just an email that goes out quarterly or whenever there is enough good news to share. I am a big fan of Daniel Pink’s newsletter that has the tagline of “irregular and irreverent.” Pink waits until he has enough really good tidbits to share and then compiles an incredible newsletter. The sporadic nature makes it easier on you in Marketing and peaks Sales’ interest because it isn't a routine email.

 

This newsletter is not an email blast to be used as a megaphone for preaching the undying greatness of Marketing (though we do all know there is greatness to be had). Instead, include tidbits such as:

• New campaigns which may affect the overall sales cycle.

• Links to new pieces of content with pointers on how that content aligns with common obstacles in the sales cycle.

• Changes to lead scoring models.

 

Make it a point to gather stories from the sales and marketing teams:

• Big deals closed

• A new hire’s first closed deal

• Industry awards won

• People helping each other within sales or across teams

• Personal updates such as new family members or triathlon completion

These stories can be front and center.  When both teams start looking for ways to brag on each other, not only will you get more and more stories, but you will see dynamics start to shift.

 

You may read this and think, “No. Not my team. This is far too warm and fuzzy.” No problem. Take what you can and leave the rest. Perhaps you have already stopped by a sales teammate’s desk and asked about their weekend. Maybe you think a twice-a-year roundup email is a good starting place. Perhaps birthdays seems like a good fit for the personalities with which you work. Don’t forget you can use Eloqua for more than just your external marketing. Allow Eloqua to help you achieve both business and human alignment with sales.

Whether or not you’re the type of person that has found yourself attempting to ‘CTRL+F’ a paperback book we can all appreciate the shortcuts and advances that technology affords. Here is a mini guide for utilizing the process and saving features within the email and landing page editors of Eloqua.

 

Undo/Redo

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The ‘undo’ and ‘redo’ options, which are accessible via the ‘gear action’ drop down, allow you to undo and/or redo previous edits. It is important to note, however, that these features are only functional between saves: if you save your progress you will no longer be able to undo edits prior to that last save. Feel free to also use the keyboard shortcuts for undo (CTRL +Z) and redo (CTRL +Y) in this work space!

 

Recovery Checkpoints

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Recovery checkpoints, which are also accessible via the ‘gear action’ drop down, offer the ability to revert to previous versions of an email or landing page. With this feature a user can access up to 12 prior versions of the email or landing page they are editing.  Eloqua makes a copy of the asset automatically every ten minutes AND each time a user saves their progress.  It’s important to note that these copies are placed on the local hard drive of the computer being used, and so will only be accessible on that computer. Lastly, if you are planning on copying an asset and you open the original, make sure you ‘Save As’ right away, so as not to forget to do so and inadvertently allow the ‘Recovery Checkpoint’ feature to auto-save and overwrite changes on the original.

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Eager to learn more about these editors? Check out the instructor led sessions Fundamentals of Emails and Fundamentals of Forms & Landing Pages!

If anyone has recently been experiencing issues with Cloud Components not properly rendering, they should now be back and up and running.

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