As marketers and salespeople use LookBooks in Eloqua to package and deliver content to leads and prospects -- moving them faster through the funnel based on their level of engagement -- you may, naturally, want to receive real time alerts whenever a lead or prospect reaches a specific LookBook engagement threshold.

 

This can be accomplished by creating notification triggers that can be added your program or campaign workflows in Eloqua. If you're already familiar with Program Builder and the Campaign Canvas in Eloqua, follow the guideline below and you'll be one step further in accelerating the buyer journey in no time.

 

Step 1: Create a new program in Program Builder and feed it the Custom Object for the LookBook that you want to receive alerts for. Two important things to do here: Select the Custom Object that corresponds to the LookBook in question; and set the default member type field to Custom Object Records.

 

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Step 2: Edit program flow.

 

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Step 3: Add steps. First step "Import COs" select "Allow Custom Objects Records" only.

 

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Step 4: Edit step path >> Send to decision step

 

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Step 5: Custom Object Record field comparison. Define a decision rule. In my example, I want to check for all engagements with my LookBook, of 15 seconds or more. You can define alternative thresholds such as: tile views, etc

 

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Step 6: On the "Check Total Tile Views" decision step, use the picker to select "Edit Yes Path." Then "Send to new path." Select "Allow Custom Objects Records" only.

 

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Step 7: Send Process Member Report to Owner. Under the Action Paramaters >> Report >> Data Card Details. Select the Eloqua user to receive the reports for contacts who do not have an owner.

 

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Step 8: On the "Check Total Tile Views" decision step, use the picker to select "Edit No Path."

 

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Step 9: Define the "no path." In my example, I have set no action because I only want alerts for the yes case - when LookBook engagement is >15 seconds.

 

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Result! And here's a snippet of the alert email in my inbox when a contact had 15 or more seconds of engagement with my LookBook.

 

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Bonus: You can add an action in your campaign workflow (for example, the email campaign that sends this particular LookBook to your contacts) to trigger this program. Using the "Add to Program" button in campaign canvas.

 

In conclusion, creating real time alerts is the type of slightly advanced functionality that can make your LookBook - Eloqua integration even more useful and actionable. You can be very creative here in how you configure and trigger the alerts.

 

Got questions? Feedback? Looking forward to it! Drop a comment here or email me at anthony@lookbookhq.com

 

Don't forget to check out LookBooks on the AppCloud.