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6 Posts authored by: Nora O'Leary-Roseberry-Oracle

Updates and enhancements are great, but it's even better to KNOW about them! To stay up-to-date with Oracle Content Marketing releases, make sure to bookmark the Oracle Content Marketing Release Center page.

 

Step 1: Join the Oracle Content Marketing Insiders group.

Step 2: Once you are a member, click Release Center in the upper left (in the Key Resources section).

Step 3: Bookmark it!

 

If you're already a member of the Oracle Content Marketing Insiders group, here's a direct path to the Release Center.

Nope, those aren't the lyrics to a new Kanye/Daft Punk song, these are advanced segmentation techniques to dial your segmentation up to 11! Here's a quick run-down:

 

Merge: With a merge of two lists you can combine the data from both lists and Eloqua will account for any de-duplication.

Let’s say we’ve got two lists:

  • List 1 contains a man named Mike Brady, his three boys (Greg, Peter, and Bobby), and their housekeeper, Alice:

Mike and sons.png

  • List 2 contains a lovely lady named Carol Martin, her very lovely girls (Marcia, Jan, and Cindy), and the same housekeeper, Alice:

Carol and daughters.png

If we do a Merge of these two lists (by selecting both and then right-clicking), Eloqua will combine all of the contacts in the group, de-duplicating Alice’s contact record:

merge.png

Intersect: An Intersect of two lists will reveal any overlapping contacts, so if we did an Intersect of the same two lists we would see a list only containing Alice, the one contact present in both original lists:

intersect.png

Trim: A trim will remove any overlapping contacts, so when trimming from Mike’s list, we’d see just Mike and his three boys:

trim 1.png

While when trimming from Carol’s list, we’d see just Carol and her lovely girls:

trim2.png

For more advanced segmentation techniques check out the Oracle University - Marketing Cloud Education class Advanced Segmentation!

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.

When adding custom fields to a form, there can be some confusion regarding what values are saved when a form is submitted. The custom field that often inspires the most debate is arguably the single checkbox. Here's an inside peak into what IS saved, and what isn't.

 

If someone selects or 'checks' a single checkbox, the value that is saved to Eloqua is "on". This can be found by navigating to the submitted form and then clicking on the action gear drop-down and selecting View Submission Data:

 

Single Checkbox selected.JPG.jpg arrow.JPG.jpg   on.JPG.jpg

 

If someone does NOT select a single checkbox, or leaves the checkbox 'unchecked', there is no value saved to Eloqua:

Single Checkbox.JPG.jpg        arrow.JPG.jpg   blank.JPG.jpg

 

So, if you are making a processing step conditional, based on someone selecting or not selecting a checkbox, you'd configure it as "on" for any conditions dependent on it being checked...

 

processing on.JPG.jpg

and you have TWO options for configuring a condition dependent on a single checkbox NOT being checked:

 

1. not exactly "on":

 

SC_nex_on.JPG.jpg

 

2. exactly "blank" (the text field is left empty):

processing blank.JPG.jpg

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

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

undo_redo.png

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

recovery.png

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.

*This feature is not supported by all browsers.


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

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