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Thanks to a lot of the posts I've read before publishing this (specifically Building a Random A/B Split Email Testing Program and E10: How to Run A/B Email Testing on the Campaign Canvas), I've learned a lot about how to get randomized A/B email testing right in Eloqua.

 

NOTE: Due to the slow-ish throughput on the Cloud Connectors (I usually get between 1,000 and 2,000 contacts through per hour), this may not be the best route for time-sensitive email sends to large lists.

 

For anyone not using Program Builder and/or looking for a visual walkthrough of a randomized A/B email test on the Campaign Canvas, here's how I do mine.

 

Step 1: Create a contact field called "Randomized" or something similar. This should be a numeric field. This field will be referenced as "Randomized" throughout this walkthrough.

 

Step 2: InstallEloqua Math Functions cloud connector. If you're not familiar, here's a good walkthrough for that: Installing and Using the Math Function Cloud App.

 

Step 3: Map out campaign steps—Segment > Cloud Connector > Compare Contact Fields > 2 Emails

 

 

Step 4: Configure Math Function Cloud Connector (a multi-step step)

 

Step 4A: Select Math: Generic Function from Cloud Connector step dropdown and click the pencil to configure

 

Step 4B: Try to remember your cloudconnector login info

 

Step 4C: Click Go

 

Step 4D: On the Configuration tab, use something like "Random number" (or whatever you want to call it) in the Description field. Type RND() in the Math Function field below it. Click Save Settings. You'll know it's saved by the green bar that says Saved directly under the header Math Function Setup.

 

Step 4E: On the Mappings tab, use a numeric field (I use Contact ID) for Variable A. For the Returned Value field, select Randomized from the list. Click Save Settings. You'll know it's saved by the green bar that says Saved directly above the header Math Function - Contact Identity Source.

 

Step 4F: On the Test tab, click the Sample Data tab. I usually just click Test Contacts here so it will run the test on my contact record.

If you get any errors here, retrace your steps and make sure your Randomized field is a numeric field.

 

Step 4G: On the Credentials tab, click Enable Step, in the Run Settings section.

 

Click Enable.

 

 

Click Save Settings. After this, you can close the cloudconnectors window.

 

Step 5: Select your segment. I'm using our Staff segment here.

 

Step 6: Select Randomized in the Compare Contact Fields dropdown (i.e. Evaluate Contacts whose...). In the next dropdown, choose "at most" and type ".5" in the text field. This will take anyone whose "Randomized" value is between 0 and .5 and send them to the Yes/right email path while anyone >.5 will be in the No/left path.

 

Step 7: Select your emails to send to each test group. If you don't have emails built yet, then go build them and resume the process here, ya big lug.

 

Step 8: Click Save.

 

Step 9: Click Activate. And cross your fingers (at least, that's what I do).

 

Hopefully, that was somewhat helpful to someone out there looking for a truly randomized A/B test.

 

Any questions/comments?

At times, you may want to create a form with just one form field, such as email address. This is possible, but it's important to understand how the functionality of the form may change in doing so.

 

If you create a form with only one form field, say Email Address, you will not be able to add the processing step Update Contacts – With Form Data. If you try to add it and save you’ll notice it changes to Update Contacts – With Custom Fields.

 

before save.PNG  arrow-right.jpg After save.PNG

 

Adding a hidden field would be a way to re-gain that lost functionality.

Hey guys,

 

This is probaly old-hat for most of you but in case you're new to Eloqua or Eloqua Insight, I put this video together for our global demand center team members and thought some of the Topliners community might benefit. Anyway, the video covers how to set up automated campaign reporting out of insight to go out to your team members immediately after activating your campaign. Lemme know if it's helpful.

 

Hey guys, I put together a little tutorial video that explains a hack that I use to select (for the purposes of copy/paste) text in Eloqua that is generally unselectable. You may have found that some places/elements in Eloqua, the text cant be selected. This becomes a bit annoying when you really need to copy that text to your clipboard in order to paste it into an email or within a search box in Eloqua or anywhere else for that matter.

 

The example in my video (campaign name on an active campaign) isn't the best example because you can get to it another way (through settings) but a better example might be when you need to email someone the exact name (copied, not typed) of an Eloqua template. Like many elements throughout Eloqua, you can't select the text and therefore can't copy it.

 

This is where the Firefox add-on called firebug comes very handy. Anyway, check out the video and let me know if it's helpful.

 

 

By the way, this vid was done with Snagit  :-)

After having spent an intensive year on the platform I've collected a handful of tips & tricks from Eloqua support, colleagues, Topliners and sheer accident.

 

  1. Moving members around on the Campaign Canvas:
    • Once you have a campaign activated, and the audience members are located in various steps of the campaign canvas, you can manually move the members around to other steps. To do so, double click on the bubble in the top right-hand corner of the canvas element > the "View Campaign Step Members" window should pop up > now select some or all of the members > look at the bottom of the pop-up window. The "move" button should now be click-able. If not, you may need to save your campaign then return to this point > Click the "move" button > you will now see the campaign canvas with all the elements available for your move highlighted. Choose the appropriate one > Hit "move members" at the bottom of the window > done!
  2. If you have dirty data and you don't have a contact washing machine built yet, build it. Do not export your data to Excel for cleaning. Using Excel to clean data certainly works and it's comfortable, but if you force yourself to spend the extra couple of hours to setup a simple program to clean up a small data problem you can then add to that program as you encounter new data issues. And when you discover other data with the same old problems you do not have to duplicate your work.
  3. You can run validation rules against shared lists. If you are building and testing a contact washing machine or if you are doing some simple, non-repetitive data cleaning it's handy to know that you can open any shared list, hit the gear icon on the top right-hand side, select "validation rule" and then select from any existing validation rule to run against a set of contacts on the fly.
  4. If you are uploading large files (possibly for a migration) you may run into a timed-out issue when uploading from the desktop. To get around that, upload via SFTP instead of directly from your desktop. The SFTP upload option does not have a timed-out limitation.
  5. You can see the upload history of files by going to the Integration screen. To get there, go to the Eloqua setup screen, select "Integration", select the "Inbound" tab, hit the "Reporting" drop-down and select "Upload history"
  6. In addition to #5, keeping the file upload notifications that Eloqua sends provides a very simple way to keep track of data uploads. Every time data is uploaded into Eloqua a notification email goes out (or can go out) to the user. These notifications can serve to help you quickly figure out what file was uploaded for that rush segment you built 10 months ago. I recommend building a filter in your email client that stores all of your Eloqua notifications in one folder. Then when you need to find out the details of upload id #12345, just go to your email client, search for that number, and you will find the notification email that contains the upload file name and number of users successfully uploaded.
  7. If you're working with a colleague on a campaign, segment, email or landing page you can reference the ID of the item instead of the name. If they are logged in, you can even just send them the link:
    • https://secure.p03.eloqua.com/Main.aspx#campaigns&id=12345
    • It's also worth noting that when you are on the phone it is much easier to tell someone to check out campaign ID 12345 than to spell out a complex name
  8. Naming conventions are important. Wildcards are cool. When you are searching for a segment that begins with BLUE and ends with RED, try searching for this: "BLUE*RED" - this will return everything beginning with BLUE and ending with RED. The magic here is that this approach works across E10, including in the configuration menus in the Campaign Canvas elements

 

I hope this is helpful to a few of you. Please do feel free to add your own in the comments below.

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