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As of the Fall '13 release, E10 users now have the ability to pull a visual click-through report.

 

Before you try to pull this report, you need to opt-in to the beta release. Call support and have them enable this feature.

 

After it is enabled, you can find this report right on the email asset itself. Travel to the settings and it will be the last option. See screenshot below.

 

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There is a great step-by-step post for finding the Shared List Asset ID using Program Builder. However, while teaching at EE13 todd.sprinkel opened my eyes to an easier way to locate the IDs for Shared Lists.

 

Asset IDs can be handy. Here are just two scenarios where you might crave the Asset ID.

  1. Talking to support about a particular asset. It isn't always easy on a phone call to relay a long asset name (since you are all using superb naming conventions I do know asset names can be extended).
  2. Also Asset IDs are needed in E10 if you want to use the processing step configuration to trigger based on picklist. For example, you want to add form submitters to the correct Shared List based on their lead source. You can capture lead source on the form and then use a picklist to match their lead source to the Shared List you wish to add them to. However, you need the Asset ID to do this.


Locating Shared List Asset ID:

  1. Navigate to a Shared List (Contacts > Shared Library > Shared Lists)
  2. Open the Shared List
  3. Go to the Action Gear drop down in the upper left
  4. Click on Run Deduplication  or Run Update Rule
  5. shared list menu.png
  6. Look at that pop-up window url (You will see something like: secure.eloqua.com/agent/LeadGen/LeadGenModalToolDedupe.aspx?OpenInModal=True&Context=Contact&ContactInfoID=57&xsrfToken=c0282653-4ee8-4639-ae1d-e74003be9555)
  7. The ID is the number that comes after ContactInfoID… so In the example above … 57
  8. You can close the pop-up as soon as you have looked at the url.

 

Side note: Campaigns, landing pages and emails all have the campaign ID in the URL at the top of the editor screen. Super easy. You just navigate to that asset inside of Eloqua and check out the url in the address bar when you arrive.

Locating other Asset IDs (such as Campaign)

  1. You navigate to a campaign canvas
  2. The url appears in the address bar as secure.eloqua.com/Main.aspx#campaigns&id=239
  3. Therefore, this Campaign Canvas ID is 239

I *just* got this email in my personal gmail inbox, and thought it was such a good idea that I wanted to share with my fellow Topliners (Toplinerers?). As you may or may not have already noticed, Gmail is switching to a tabbed inbox approach - where your emails might automatically get sent to a Promotions Tab and thus not appear in a user's main (Primary) inbox. It's important to note that not all Gmail accounts have been switched to this tab view, so I might recommend getting ahead of the switch and sending out an email notifying customers how to ensure that your emails aren't missed. I absolutely LOVE what Food and Wine did with their newsletter here. And honestly, I would take this design and layout as a strong recommendation for any email, but wanted to highlight this one as it relates to the Gmail tabs.

 

The call to action is very simple, there is some urgency "Never miss [our] email!", and they even give the user clear and simple steps to make sure that F&W emails are sent to the Primary Tab.

 

Screen Shot 2013-10-16 at 12.55.41 PM.png

 

Want to run your own campaign using this same idea? Follow the steps below:

 

     1. Create an awesome email like the one above, or at least include the steps listed above. That's all you need on the email. Keep the message simple. Also, if you want, create a second, similar email to be sent as a reminder.

     2. Create a segment with a Filter Criteria, using the Compare Contact Fields criteria, and selecting Email Address Domain. For the criteria details, select "contains" from the drop down, and type in gmail.com (see below).

Screen Shot 2013-10-16 at 1.21.54 PM.png

     3. Create a Campaign in Campaign Canvas. In the example below you'll see I have my Segment that I just created, my initial email, a checkpoint, and a reminder. I set the decision point "Opened Email?" to evaluate for 7 days - meaning that the reminder email would go out 7 days after the initial email (see below).

Screen Shot 2013-10-16 at 1.26.00 PM.png

Voila! To note: it will be hard to report on the effectiveness of this campaign, since in many cases you are trying to avoid a change that hasn't happened yet. But given that the change could have a potential negative impact on your email marketing effectiveness, I would recommend an approach like this sooner rather than later.


Have you tried anything else? I would love to hear other ideas!

I'm sure you all know that you should never copy and paste from a word doc directly into the email or landing page editor in Eloqua. This means you get to open up the trusty notepad as the intermediary. Personally, I am not a fan of needing to follow this series of 5 steps just to copy and paste...

  1. Ctrl+C
  2. Open Notepad
  3. Ctrl+V in Notepad
  4. Ctrl + C again
  5. Ctrl + V into the Eloqua Editor

 

PureText enters stage right to save the day (or at least the moment). PureText is a simple (and free) program that allows you to strip out formatting by simply using Windows Key+ V instead of Ctrl + V. This cuts out steps 2-4.

  1. Ctrl + C
  2. Windows Key + V

 

I've just saved you seconds. Your welcome!

I have been enjoying this discussion thread about whether to moderate a corporate blog... I believe moderation is essential for creating a unified, corporate blog voice (I like to think it sounds like Morgan Freeman). However, I am intrigued by the idea of crowd sourcing content. I was just reading about BlogSync which is actually specifically for education and teachers. Here is how it works:

 

  1. Every month a topic is decided by BlogSync
  2. Bloggers “sign up” to write on this topic by the deadline
  3. Everyone blogging as part of that month’s #blogsync advertises the links to each others entries
  4. The BlogSync site acts as a co-ordinating hub, advertising the topics and the blogs written under each month’s heading.

 

The idea being... there is a lot of teacher brilliance out there, why not coordinate it so that ideas can build off of each other rather than growing and percolating in silos. I don't think this method would work as the content source for the main corporate blog. However, a really cool concept for coordinating customer, partner or thought leaders so that they are all talking about the same idea at the same time. Thus, creating an exchange of ideas, that, while not spontaneous to begin with, can morph into the realm of the spontaneously awesome (a business term).

 

What are your thoughts or experiences with crowd sourcing and coordinating multiple voices?

Had an absolutely amazing time at #OOW13 and got the opportunity to hang with some of my favorite people at the Modern Marketing Mixer. stevewoods heatherfoeh and pteshima agreed to pose for a quick photo and I thought I'd share it with you all.  

 

This event gave yet another chance for me to see what incredible people these guys are. It's absolutely no wonder Eloqua was such a Success with leaders like these guys. The super encouraging thing is that behind these leaders, there are a host of amazing Feloquans in Toronto, Austin, San Fran and all over the world who are pushing the envelope everyday for Oracle Cloud.

 

See y'all at #EE13!

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It's a scary Halloween month for Old School Marketers.  Here are some of the Dead Marketers we found haunting around..Don't make the mistakes they did :-) deadmarketer revenuehorror

 

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Thought fellow Salesforce users might find this blog post by my coworker Smi Ellong (a solution architect) interesting.

Read it on the bluewolf site !

Hidden Gems From The Salesforce Winter 14 Release

 

POSTED BYsami ellong

Salesforce’s Winter 14 release will deliver many highly anticipated features, as many popular ideas were implemented. In this post, I wanted to bring some attention to what I call “hidden gems” of this release. These are pieces of functionality that might not get much coverage but will definitely prove to be useful for organization andadmins alike. Note: Some of these are pilot features, so you might have to contact Salesforce to get them enabled in your org.

Enhanced lookup search now searches all fields
Lookup fields are the glue that holds all Salesforce records together and enable a lot of the great functionality provided by the Force.com platform. That being said, the lookup search functionality is occasionally frustrating as it can be challenging to find what you are looking for. In Winter ‘14, Enhanced Lookup Search will now search more than Name fields and will allow users to search through all searchable fields. For example, when searching for a Contact, you will now be able to locate them by their email address or a custom ID such as a customer number. Make sure you have the Enhanced Lookups enabled in your org in order to take advantage of this.

Note: Enhanced Lookup Search is only available for accounts, contacts, users, and custom objects.

Increased Chatter post and comment size
Many organizations are using Chatter to collaborate internally, and it’s replacing email as the preferred method of communication. The maximum length of posts and comments has been increased from 1000 to 5000 characters. This will allow users to share more information with each other and cut down on the number of posts as each one can contain more information. This simple change can help increase Chatter adoption.

Using email to post to Chatter groups (pilot)
Chatter group members can now post to the group via email. This can also increase Chatter group adoption as it’ll be faster and easier to post via email. I imagine someone waiting to board a plane would prefer this option over opening up the Chatter mobile app and locating the group to post.

Send and add email in Salesforce for Outlook
Adding sidebar functionality to Salesforce for Outlook in Winter 13 basically brought Salesforce into your inbox by providing search functionality and one-click email association to records. The one issue was that the sidebar did not include the classic “Send and Add Email” functionality that users were familiar with. Users had to choose between the two, which was a tough choice as both are very useful. Now the two-step process of sending and associating (if you have the sidebar) is gone. You can associate the records as you send them, all while leveraging the powerful search functionality provided by the sidebar.

Social network fields available on list views
For organizations with a B2C business model, leveraging social media can be crucial. The Social Accounts and Contacts feature provides a way to tie your Salesforce records to social media accounts. With these fields available in list views, you now have the ability to see what social media accounts an Account or Contact is associated to without having to drill into the record’s detail page.

Using Data.com with state and country picklists
State and country picklists are now standard Salesforce functionality, which will result in cleaner data and less user frustration. When in Beta, the main issue with this feature was that it was not supported by Data.com. This is no longer a problem. Users are now able to enter clean data using picklists and receive clean data from Data.com.

Description field for sharing rules
Sharing rules are a great tool to control access to records and depending on your security requirements, you can end up with a lot of them. Having a description field on these will provide greater insight into what a sharing rule is used for, especially in orgs with complex sharing models.

Manager groups
Manager groups provide an additional tool to share records. Manager groups can be used to share records with your management chain, instead of all managers in the same role based on the role hierarchy.

Every user now has two manager groups they can share records to:
1. Managers Group: Your direct and indirect managers
2. Manager Subordinates Group: You and your direct and indirect reports

A simple use case would be a custom object for performance reviews. The object can be set as Private and then shared to your Manager group. This will ensure that only those you report to can see the records as opposed to anyone in your Manager’s role.

What Now?
Read the full release notes and official Winter 14 overview here.

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