Skip navigation

Do It

6 Posts authored by: ShilpiBhatt-Oracle

*Assuming that you are aware how to create segments.

  1. Create the segment per your business requirements.
  2. Go to Audience Icon >> Tools>>Data Export and Import

3. Click on Data Export >> + sign

4. Go to Export Settings >> and details highlighted in RED (see below snapshot)

 

5. Add emails addresses under “Notification”, you can add multiple email addresses by using semi colon.

 

6. Select DATA>> go to all items highlighted in RED(see below snapshot)

 

7. Hit Save.

8. Go to Overview tab and crosscheck all the details, you can click on RUN NOW to check the report in the inbox of email mentioned in the notification step.

 

Test the report.

 

 

 

1.       Test the report.

Assuming that we all are aware of Custom Objects, for more info - https://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/Help/CustomObjects/CustomObjects.htm

What is Custom Object Services? Custom object record services monitor the changes within a custom object. They run every 15 minutes and are used to automatically trigger one or more actions with your custom object records, such as sending them to a program.

Use Case: You wanted to collect alternate email addresses of few customers via form and would like to send emails to their alternate email address. We all aware that “Email Address” is a system field and submitting a new information via any form will create a new record in Eloqua also, saving the alternate email address in a custom contact field will not help, as we will not be able to send emails to them.

The below steps will help you to create form and collect form data (alternate email address) in a CDO and then send email to that alternate email address via Custom Object Services.

Steps:

  1. Create a form with default email address and a custom field “alternate email address” with other required fields that you would like to have.
  2. Create a dummy custom Object.
  3. Add form processing steps –

Update Contacts – With Form Data, and

Update Custom Data Object – With Form Data

 

**Choose the step 2 dummy custom object under “Choose a Custom Object” section in Form Processing Steps.

 

4. Now, let’s get started with Custom Objects, open you dummy Custom Object, click on Custom Object Record Services and you will notice the below screenshot:

5. Edit the processing steps of “New Data” and “Modified Data” per your requirement.

6. Hit Save and repeat steps add and configure as many processing steps as needed to either service.

7. Return to the main menu for the custom object, and click Save.

** It is important to return to main menu and save to see options to enable those services.

 

8. Click the drop-down arrow to either service to which you've added steps:

  • Edit Service Actions: you can continue to add, modify or delete the processing steps from the service.
  • Run Service: Instantly run the service to test it.
  • Enable Custom Object Record Service: Enable the service so that it carries out its processing step. There is a 15-minute wait until the first iteration of the service's function occurs.

9. Save and close.

For reports: Click Custom Object Record Services, then select one of the two options:

  • Custom Object Record Service History: Summary of all the changes that have been made to the services
  • Custom Object Record Service Run History: Summary of every instance the service has been run.

 

For more information on Custom object record service click here - https://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/Help/CustomObjects/Tasks/ManagingCustomObjectRecordServices.htm

Use case: Let us say you wanted to have phone numbers to be in the following format without spaces and “00” or “+” in the starting of the phone number.

  1. Open your Program Canvas or Campaign Canvas and drag and drop CWM app, click on configuration.
  2. Assuming you are aware of CWM app, select Action as “RegEx Replace” and enter below code.

 

Find: \D ->it will remove all the spaces, “-“from the phone number.

Replace: Blank

 

3. Now, select Action as “RegEx Replace” again and enter below code:

Find: ^\s*(?:\+?(\d{1,3}))?[-. (]*(\d{3})[-. )]*(\d{3})[-. ]*(\d{4})(?: *x(\d+))?\s*$

Replace: 00$1$2$3$4 or +$1$2$3$4

 

 

4. Test your configuration: You will notice in first example- input of “+1231224543” with output of “001231224543”, and input of “123 456-1717” with output of “001234561717”.

 

** Please try it in your sandbox first.

 

** Need more information on Contact Washing Machine App? Click below Oracle Help Centre doc on what is Contact Washing Machine app, how to download/install it and it’s actions - https://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/Help/Apps/ContactWashingMachine/Tasks/InstallingContactWashingMachine.htm?Highlight=contact%20washing%20machine

 

 

Hope this is helpful.

 

Thanks

Use case: Let’s say (see below snapshot) you have customized - “Email Analysis by Email Group” report per your use case and now you would like to customize the secondary “Total Clickthroughs by Contact” report to be replaced with the new, custom report you have created with specific contacts fields.

Let us get started:

As stated, I would be taking “Email Analysis Overview” report as an example, so when you click on any out of box report, analyzer license allows you to customize the report. Hence, Analyzer license is must in this case.

 

  1. Open any out of box report – let’s say,  “Email Analysis by Email Group” report, when you click on any metrics, let’s say “ Total Clickthroughs” it takes you to a drilled down (secondary) out of box report “Email Analysis by Email Group - Total Clickthroughs” which tells you the contact details like – email address, first name and others. We all know we can customize “Email Analysis by Email Group” report, now you can actually customize the later (secondary or drilled down) report. So, that any user click on your saved report and clicks on drilled down report, it will actually takes the user to customized drilled down report.

Below are the steps to customize the drill down report:

  1. Open any out of box/custom report and “save as” in any of the folder. Let us say the report is “Email Analysis by Email Group”.
  2. Open the drill down report and “save as” it as well. For Example – “Email Analysis by Email Group - Total Clickthroughs”
  3. Click on the gear icon of the attribute you want to update, click on “column properties” of “Email Analysis by Email Group” report.

   4. Click on “Interaction” ->”+”->”Actionlinks”:

 

    5. Click on “Navigate to BI Content”:

    6. Select your secondary or drill down report and save.

    7. Hit Results on primary report and you will notice that on clicking the “Total Clickthroughs” you will be getting customized secondary report.

 

Hope that is helpful.

Below is the solution to disable the “view in web browser” link entirely – so anyone who already received any of emails and later clicks “view in web browser” link would see an error page.

 

For disabling 'view in the webs' link in sent emails follow the below steps:

  1. Log into your instance
  2. Email Setup -> Email Defaults -> Advanced Options -> Saved Email Settings -> Search for the email you want to disable
  3. Select the email and click -> search for deployment
  4. It will give you all email sends for this email
  5. You can disable them correspondingly.

 

See snapshot for more details:

 

I hope this is helpful.

Let's say you collect Birthdays of your customers in format Year-Month-Date and you wish to isolate the "Month" in another contact field called "Month" for some custom emails to be sent month-wise. Below is the step-by-step guide to extract just Month from Birthday (Format: Year-Month-Date) using Contact Washing Machine and RegEx, please be mindful of testing the CWM configuration in sandbox first.

 

  1. Create a contact field named – MONTH per say in your instance.
  2. Drag and drop Contact Washing Machine(CWM) app in a new Campaign from action bar
  3. Double click on CWM app and click on pencil icon.
  4. Enter below steps on Configuration window. Please Select, Step name, Source Field as your date of "Birthday" (Format: Year-Month-Date) contact field,  “RegEx Extract” under Action Item and enter code “[-.\/](\d+)[-.\/]” and Destination field as "Month" in this case.

 

 

     5. Hit Save.

     6. Your configuration is saved; now test it via hourglass icon given at the top of the CWM configuration window. Add email addresses via”+” sign and hit “Run Test” to test your configuration. See in below snapshot - you will notice "Input Value as Birthday date" as Birthday - 2015(Year)-04(Month)-01(Date) and "Output Value as only Month" as "04".

Hope this will be helpful. Do let me know in case of any questions.

 

** Need more information on Contact Washing Machine App? Click below Oracle Help Centre doc on what is Contact Washing Machine app, how to download/install it and it’s actions - https://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/Help/Apps/ContactWashingMachine/Tasks/InstallingContactWashingMachine.htm?Highlight=contact%20washing%20machine

Filter Blog

By date: By tag: