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33 Posts authored by: chorenf

This was a tip from Tiziana Barrow:

 

USE CASE: A client wants to score on 140 countries. 

 

Solution:

There is no current technical limit on the number of criteria within a model, rules within a criteria, or values within a rule. However you don't want the model to become too large to manage or takes too long to execute, but it would depend on the number, type, and complexity of the rules involved. 

It's more efficient to define 4 rules that cover 35 countries each than to define 140 rules that cover 1 country each, but both should technically be possible.  It's also more efficient to use "in set" or "equal to" operators instead of "match" or "contains", i.e. match on the exact country name or country code. 

 

Happy scoring!

 

Chad

This post by Marilyn Cox Spotlight on Success: 5 Reasons I Love the Analyzer License inspired me to write this quick post which may be a common scenario for you. You may have a sales team that is clamoring for leads from a tradeshow or an ongoing campaign. How do you send these on via a daily scheduled report if these contacts are in a Shared List? This solution is thanks to Owen Manning:

 

You'll need to customize a report to do this. I started by creating a prompt for "Contact List" (aka Shared List in Insight-speak). I then customized the Contact List report and added this prompt as a filter. As long as the fields you want to report out are part of the OOTB (out of the box) fields on the report, the result should do the trick.

 

Of course to create a customized report, you will need the Eloqua Analyzer license for Insight. The other thing to keep in mind is that newly added contacts to the Shared Lists take about 20 or so minutes to be added to Insight reporting. Happy report creating!

 

Chad

This document provides some context for the Lead Process Flow template (login required and access to Eloqua Insiders). The typical funnel stages include: Suspect, Prospect, Marketing Qualified Lead (MQL), Sales Accepted Lead (SAL), Sales Qualified Opportunity (SQO) and Customer. As a lead moves through these stages of the buying process there are some recommendations on how to configure your CRM for the best results. This document outlines these best practices. Feel free to add your comments.

 

Eloqua_RevSuitefunnelimage.jpg

 

Suspect to Prospect

The conversion of a Suspect to Prospect (sometimes called Inquiry) occurs when a suspect raises their hand  and responds to a campaign. You can setup a rule in Eloqua to adjust the funnel stage based on certain types of activity. As a best practice, not all Prospects should be passed to the CRM unless they have reached the MQL status. That said, many organizations will send over these leads to their CRM and use Lead Scoring as a way of prioritizing which leads should be worked on first. It's important to differentiate a lead in the CRM either by using a funnel stage field or by stamping a lead as an MQL.

 

Prospect to Marketing Qualified Lead (MQL)

A Prospect becomes an MQL typically after it matches a certain lead scoring criteria that has been agreed upon by marketing and sales. At times, leads at this stage may be passed to a tele-qualification team for further qualification before being passed on to sales. Once leads reach this threshold within Eloqua they should be passed to the CRM and have their funnel stage field changed to MQL. This is an automatic rule that can be setup in Eloqua or your CRM. Some organizations also date stamp fields in the CRM to date stamp a lead when it reaches MQL status. This helps track how long a lead has been in this status.

11-19-2012 5-39-06 PM.png

 

MQL to Sales Accepted Lead (SAL)

Converting an MQL to an SAL occurs as sales "work" the leads that are passed on to them. Again, at this stage, it may be a telequalification team that is doing this follow up. Sales verbally (through a phone conversation) determines the validity of the lead and their desire to move forward in the buying cycle. Sales will make a a decision - either convert to an SAL or reject the lead.  This is NOT an automatic action. A simple change by the rep in the lead status field from "new" to "working" can indicate that a lead now has an SAL status. Many organizations will convert a lead to a contact and have an opportunity created with a stage of "Lead Accepted (SAL)" with a pipeline / forecast of 0%. A contact should also be added to the opportunity as well. A lead that has been given a status of "rejected" (or something similar) should be assigned a reason code (such as remarket, no budget, not ready, not qualified, etc.) and should be passed back to marketing for additional nurturing based on the reason code. In the example below, the "Lead Disposition" field contains the rejected reason code. This may mean Eloqua looks for a certain lead status and reason code and automatically pulls the contact into a lead nurturing campaign.

 

11-19-2012 5-49-33 PM.png

 

SAL to Sales Qualified Opportunity (SQO)

When sales makes a decision to move the lead forward, it typically involves changing the opportunity stage and/or assigning a pipeline / forecast to this individual. This is NOT an automatic action and something that must be done by a sales person. Sales should define the different opportunity stages that compose the sales qualified opportunity stage (for example: Discovery/Needs Analysis, Qualification/Capability Discussion). Leads that stall at this stage may be assigned a "lost" opportunity status with a specific reason code.

11-19-2012 5-41-03 PM.png

Please note: Leads will fall out of the funnel at any stage (not move forward). Marketing must create multiple re-engagement campaigns depending on the reason a lead fell out of a stage. The concept "no lead left behind" must be kept in mind or you have left yourself open to a competitor winning this business.

 

SQO to Closed Won

This occurs when a lead becomes a customer and/or a customer purchases another product/service. This will be reflected on the opportunity.

 

Additional resources:

This post will hopefully help you as you try and put the pieces of Eloqua together to create a simple campaign that will send an email and direct them to an Eloqua hosted landing page and form. It also assumes that you would want the form submission to be passed on to your CRM.

 

Assumptions:

  • You've taken E10 fundamentals and the Landing pages course. This is not a training post.
  • You have your CRM integration all setup
  • You already created your Campaign Assets and tested them: Segment, Email, Landing Page, Form

 

Steps to Configure Your Campaign

 

  1. Create the Campaign in the Canvas. Drop the basic pieces on to the Campaign. It might look something like this (you can make it more complex based on your needs):
    10-17-2012 6-38-24 PM.png
    We added the Form and Landing Page on the Canvas to ensure that we are able to see the number of forms submitted (leads) and conversion rate as well as the email response metrics on the Campaign Analysis report.

  2. Configure the Campaign Steps. Add in the Segment, Email (ensure that there is a link to the landing page that you dropped on the Canvas), the form and the landing page (it's assumed you dropped the form on the Canvas onto the landing page). It will look something like this:
    10-17-2012 6-46-42 PM.png
  3. Configure the Form to Pass Data to the CRM. Before you activate the Campaign in Eloqua, you're going to want to ensure that your having the form submits pass to the CRM as well as appending the record to a Campaign in your CRM.
    a. Add a hidden field that you can add the CRM Campaign ID to. You can either enter it as a static field per below (copy the ID from Salesforce.com and paste it as an example) or you can capture the data from a query string as outlined here: How to Capture Referring Sources to Landing Pages and in Forms using Query Strings10-19-2012 5-58-42 PM.png
    b. Make sure that Campaign ID form field is being saved to the Contact record:
    10-19-2012 6-03-07 PM.png
    c. Add in a form processing step to push the form data to the Eloqua/CRM integration program. It should look like something like below
    10-19-2012 6-05-44 PM.png


  4. Check your reports. I recommend the Campaign Analysis Report as it's a rolled up report of the emails and form conversions.
    10-19-2012 6-11-43 PM.png

 

That's it. If you're using Eloqua's Closed Loop Reporting Module, step 4 would change as Campaigns in the CRM would be completed automatically. Another reason to get that setup!

 

Any other tips you recommend?

I was asked if you could report on the different lead stages that a contact resides in within Eloqua as well as Segment off of this data. You can definitely do this and the recommended path is using Eloqua's Revenue Suite module. You may also be able to do some more simple funnel tracking using Contact fields and Segments within Eloqua. This is something I've come up with fairly quickly and should only be used as a guide and not a comprehensive solution. There are drawbacks to this approach. As you're using Contact fields, you don't have a historical analysis on the number of qualified leads vs sales accepted leads as an example. The data you're reporting on would be at that exact time unless you are exporting out the data from Eloqua to another system. Eloqua's Revenue Suite keeps all of the historical data for more accurate funnel progression reporting. All that said, here is a possible approach.

 

1. Define your sales/marketing funnel. This post uses the following funnel stage definitions: Integrated Sales and Marketing Funnel Stage Definition. It's assumed that you have also rolled out lead scoring to determine what is and isn't a qualified lead.

2. Create fields in Eloqua. Create a contact field called "Lead Stage", and a date field for Qualified Lead. It's up to you if you want to create date fields for the other stages. This will allow you to date stamp contacts when they have hit a certain stage in your funnel.

3. CRM integration on Opportunity information. It's recommended that you mirror the Opportunity stages within your CRM to contact records associated with Accounts on your CRM and pass that stage data back to Eloqua. Alternatively, you can pass CRM Opportunity information back to Eloqua assuming that you have associated a Contact Role to the Opportunity. The end goal is to be able to check if a contact is associated to an Opportunity in the CRM.

4. Create Segments/Filters in Eloqua for each stage (explained below)

5. Build the program

 

This assumes that you have Program Builder and Eloqua Data Tools experience. It's also recommended to take an Eloqua Admin course from Eloqua University.

 

This is an overview of a completed program:

9-24-2012 6-23-02 PM.png

 

Program Breakdown:

  • 00 Start - create a program feeder that feeds all contacts into the program on a daily basis
  • Has Opportunity Stage - Create a Shared Filter to check if the contact is associated to an Opportunity. For this to work you are either passing Opportunity data into Eloqua or someone is manually updating Eloqua contact records. I explained above the different options here. You can also add onto this path if you want to split out the specific Opportunity stage.
  • Is a Qualified Lead - Typically, this is dependent on the lead score of the contact in Eloqua. In this example, Create a Shared Filter to check the lead score of the contact.
    • If the lead score is between A1 and C2 (as an example), send the contact to the Update Rule and update the Lead Stage field you created as "Qualified Lead" or however you want to call leads at this stage. You may also want to date stamp the qualified lead record so you can keep track as to when it became a qualified lead.
    • The next step may be to send a quick notification to sales so that they contact the qualified lead. See the following post on a few approaches: Sending Notifications to Sales From Program Builder
  • Is a Prospect - Check to see if the contact has any activity. Create a Shared Filter to check if the contact has submitted any forms, visited the website and/or responded to any emails. Some organizations use tighter criteria (filled out specific forms).
    • If the criteria are met, update the lead stage field with "Prospect" lead stage.
    • If the criteria aren't met, update the lead stage to "Suspect"

 

That's really it. You can use Segments to report on this data and in the near future, you can use Insight to create some highly customized dashboards. As an added step, you would probably want to feed all "Qualified Leads" to the CRM integration program so this data gets updated in your CRM. funn

I went back to my archives and found that I created a very quick video on how to send notifications to sales reps via program builder. See: http://screencast.com/t/GTiS88yCIgu

This isn’t a training video (sorry that I'm almost whispering) and if you need help, let Support know.

 

Here is a sample program using this:

9-24-2012 3-58-00 PM.png

  1. You first need to create all sales reps as users in Eloqua (if they’re not already).
  2. Create the Ownership rules in Program Builder.
  3. Create the Program – See the video
  4. Test it out by having a notification sent to yourself

 

The main drawback with these notifications in comparison to the form notifications is that you can’t really customize the email very much. To get over this hurdle, many clients are now using the form submission cloud connector which can take advantage of using the "send notification" form processing step. Another approach for SFDC users is to create a SFDC Task in Eloqua that will be sent to the sales rep. This is useful when you have a "create unique leads only" process.

Eloqua has recently released some powerful new tools that will allow you to personalize your emails using data from Custom Data Objects. For example, if you want to send an email that includes their subscription date or the name of the product that was purchased, you can now create email merge fields of these Data Card fields for your emails. For more information check out the following:

 

Personalize Content Using Custom Data Objects - Video

Personalize Content Using Custom Data Objects - FAQ

 

This is a major enhancement but because a Custom Data Object can have multiple datacards for the same contact, only values from the last modified Data Card that is linked to the contact will be used for the field merge. Here is an example where this could be a challenge. If you capture a product such as training courses in one Datacard Set, a contact can have purchased multiple training courses. If you want to send an email that indicate that a contact had purchased a certain training course that has a certain subscription ID (say it's the ID needed to register online), how would you populate this ID into an email when it's not the last modified Data Card? This is where the Data Card Evaluator Cloud Component can help you. You can use it to write a value from a Data Card to the Eloqua Contact Record based on the criteria you choose.

 

  1. If you are new to cloud components you will need to have an Eloqua user with API access and register at cloudconnectors.eloqua.com
  2. Install the DataCard Evaluator Cloud Connector - see: Data Card Evaluator | Eloqua AppCloud
  3. Make sure you identify the Contact Field that you want to write data to from the Data Card. If you need to, create a new Contact Field.
  4. Create a Campaign (something like this):

9-21-2012 12-36-23 PM.png

4. Configure the Cloud Connector Step

In this scenario I'm going to write the Subscription ID of a certain Data Card to a Contact record (I've chosen to write this to the PromoID contact record) if the Data Card has a certain Product Name.

Step 1 - choose the option below "Field A where Field B = X". This means that it will write data to a contact record from Field A if criteria from Field B is met. We're assuming you have a Data Card Set already with some data you want to evaluate.

9-21-2012 12-22-25 PM.png

Step 2 - In the next step, we defined the Data Card field to evaluate (Field A = Product), the Data Card field data that we want to write to the contact (Field B = Subscription ID) and the Contact field we want to write the data to (PromoID). If Field A equals "Eloqua Training 101" the data will be written to the Contact Field:

9-21-2012 12-26-18 PM.png

That's really it. Run a test to see how it works.

 

5. Create your email and add a field merge (using a Contact field) to the email with the data that you pushed over from the Data Card to the Contact record.

6. Test and launch your Campaign

 

The Data Card Evaluator can be used for many purposes - this is just one of them. It will give you an idea of how you can personalize your emails with Data Card information. cl

With the new lead scoring module in E10, you'll need to map a different lead scoring field in Eloqua to your CRM field.

It depends on the CRM you integrate with but you'll want to do this for the Update Contact, Update Lead and Create Lead calls.

Go to: Setup > Integration > Outbound (tab) > External Calls (tab) and update each call separately.

 

Choose the Default Scoring Model field and drag it to the Lead Rating field (or whatever you have called it in your CRM). That's it.

8-31-2012 4-40-26 PM.png

This is a non-official post that may or may not work. I've been reviewing some old folders on my laptop and thought this material may be helpful based on some recent posts I've seen. If it doesn't work, post comments and let's work as a community to figure this out. With all that said, here we go!

 

The following post explains how Eloqua users can have content dynamically change on their event landing pages depending on whether or not the event is full. For example, if an event is full, you may want to have a message that lets web visitors know this right away (rather then sending them an email which Eloqua can be configured to do very easily).

 

Before starting this process, ensure that you have the necessary training from EloquaU and have access to the Events Module. This assumes that you have an advanced knowledge of Eloqua forms, landing pages, JavaScript, web data lookups and web design.

 

  1. Create an event using the Events Module - You need at least one session. Be sure to set the max number of registrants for the event.
  2. Create an Eloqua form.
  3. Add the following processing step (for events): Update Event Registration. Select the Event you created in Step 1
  4. Add the form to an Eloqua hosted landing page or to a web page that has Eloqua tracking scripts on it
  5. In order to setup a condition that will allow you to display different content if the event is full, you need to create a data card data lookup. Setup > Website > Web Data Lookup
  6. Create a new Data Look up. Make sure you select “Data Card Sets”. Select "Data Cards" from the Data Lookup Type drop down and the name of your event from the Data Card Set drop down.
  7. Once it's created, in the top right of the screen, go to Data Lookup Options > Get Data Lookup Scripts.
  8. Take the script on the lower half of the page and paste it on the web page or Eloqua hosted page (you'll need to use a Cloud Component in E10 for this). If possible, ensure the scripts are placed under the Eloqua tracking scripts.
    8-30-2012 6-47-05 PM.png
  9. You now need to customize the scripts so the Lookup will be associated with the appropriate Datacard Set (event). Within the <DataCardSet> tags, enter in the ID of the Datacard Set. You can find the ID from the scripts at the top of the page:
    8-30-2012 6-48-51 PM.png
  10. Just add in the ID so it would look like this (you can just remove the “Enter__here” between the “GroupByFieldValue” tags:
    var elqDLLookup = '<DataCardSet>48</DataCardSet><GroupByFieldValue> </GroupByFieldValue>';

    An important item to note is that one Lookup can be used for multiple Datacard sets (events). This is what it would look like: <DataCardSet>11,14,15,16</DataCardSet>

  11. Now you need to add the script that will change the content based on whether the event is full. Below is an example of the script that was added for a sample event (the code doesn't work). It displays alternative text if the event is sold out based on the limit you set in the event. For your event, ensure that you substitute the Datacard Set ID (it’s 48 below) with the correct ID. This was added in from the top section of the page.

<SCRIPT TYPE='text/javascript' LANGUAGE='JavaScript'>

if (GetElqContentPersonalizationValue('IsCourseFull48') == 'False')

{

  document.write('<p><b>Wednesday, July 11, 2017<br> Steve Miller Band</b> (Main Stage)<br> <b>Dog Power </b>(Rogers Stage)</p>'); }

else

{

  document.write('<b><span style="font-size: 11pt;">These tickets are sold out. <br> <a href="http://test.com/index.html"><u>Select an alternate date</u><img src="http://www.test.com/images/arrow-blue.gif" border="0" hspace="5"></a></b></span><br>  <br><br>');

}

</SCRIPT>

 

In a normal situation, the page will display:

Thursday, July 11, 2017

Steve Miller Band (Main Stage)

Dog Power (Rogers Stage)

 

If the event is full, the text will be substituted with:

 

These tickets are sold out.

Select an alternate date

 

EXTRA: Using JavaScript, you can get even further complicated. For example, when the page loads, you can check if the event is full and disable the form fields. Here is another code sample of a multi-city event:

 

 

<SCRIPT TYPE='text/javascript' LANGUAGE='JavaScript'><!--//

 

 

window.onload = initPage;

function initPage(){

 

  if (GetElqContentPersonalizationValue('IsCourseFull11') == 'True')

  {

  document.forms["Event_Registration_TEST"].elements["AppeonPowerBuilder_flag"].disabled = true;

  document.forms["Event_Registration_TEST"].elements["AppeonPowerBuilder_flag"].checked = false;

  }

 

  if (GetElqContentPersonalizationValue('IsCourseFull14') == 'True')

  {

  document.forms["Event_Registration_TEST"].elements["PocketPowerBuilder_flag"].disabled = true;

  document.forms["Event_Registration_TEST"].elements["PocketPowerBuilder_flag"].checked = false;

  }

 

  if (GetElqContentPersonalizationValue('IsCourseFull16') == 'True')

 

  {

  document.forms["Event_Registration_TEST"].elements["ASE_flag"].disabled = true;

  document.forms["Event_Registration_TEST"].elements["ASE_flag"].checked = false;

  }

 

  if (GetElqContentPersonalizationValue('IsCourseFull15') == 'True')

  {

  document.forms["Event_Registration_TEST"].elements["RepConnector_flag"].disabled = true;

  document.forms["Event_Registration_TEST"].elements["RepConnector_flag"].checked = false;

  }

 

}

//--></SCRIPT>

There is a simple feature in Eloqua that allows you to take an existing landing page that contains a form and have a form automatically created in Eloqua with all of the proper HTML names. For example, say you're looking to take the existing Contact Us page on your site (http://www.eloqua.com/contact/) and have it integrate with Eloqua, do the following:

 

1. Open Eloqua and go to Assets > Form. Choose the option highlighted below:

7-31-2012 9-13-51 AM.png

2. Insert the URL

7-31-2012 9-20-58 AM.png

3. Create your form (choose the fields you want to create in Eloqua)

4. Update your page with the proper form code as instructed and you're done

 

Remember - it's very important to integrate your web forms with Eloqua to ensure that Eloqua is capturing the digital body language of your prospects and customers. This feature helps marketers and the web team work together more efficiently and makes integrating existing web forms to Eloqua a snap

There are times that you'll want to automate the process of importing data into Eloqua from sources other then standard CRMs such as SFDC or MS CRM. For example, you may have a customer database or data from your product that you want to import into Eloqua via an SFTP file. In this case, you would have your IT team setup a schedule so that the data would be posted to a secure site in a .csv file format and you would tell Eloqua how and when you wanted to import that data into the Contact table in Eloqua. All of this is outlined in the article "Eloqua 10 Data Export and Import" which is located in Eloqua's Customer Central (click in the "?" symbol in the top right hand corner when you login to Eloqua.

 

One area not covered is automating the import process of different data sources into Custom Data Objects in Eloqua10. I wanted to provide a brief overview of that process if you wanted to try this out. If you were trying to understand why you want to use a Custom Data Object, check out: Best Practice – Custom Data Object Records (Data Cards) - Definition and Recommendations for Usage

Here is an outline of the steps involved in setting up the import process (creating an Auto-Synch):

 

  1. Create the Data Source. Setup > Integration > Inbound (tab) > Create Data Sources (drop down) > Create Data Sources. Choose "Remote File Over SFTP" as the "Transfer Type", select "Data Cards" as the priority and check off the "Can be scheduled for Automatic Execution"
  2. Create the Custom Object. Contacts > Custom Objects > Events (Drop Down) > New Custom Data Object
  3. Configure the automatic upload process. Go to the Custom Object you created in Step 2. Data Card Set > Upload Data Cards. Complete the wizard. Make sure you select the right mapping and you choose a certain unique identifier. You will need the SFTP info so that Eloqua can pull in your data.

 

This wasn't meant to provide the exact step by step but to at least outline the general process. Let our Support team know if you have additional questions.

 

On a side note, there is a Cloud Connector called the Data Card Evaluator which will allow you to pull data from Data Cards into the Contact record. This is helpful if you want to send personalized emails that contain data from a Contact's associated data cards.

I came across a form that was created where the validation on the country field didn't work. You need to ensure that the Default value in the Field settings is blank for your picklist (select list). Go to Setup > Fields & Views and ensure that you set this up correctly.

 

6-25-2012 3-32-11 PM.png

This is a quick post to describe the different numbers you may see on a Campaign in the Campaign Canvas. Hope this helps.

 

  1. Segment Members - the number you see is the number that the Segment is currently returning. It's not the number of the total contacts added to the Campaign. Because a Segment can be dynamic (Criteria can change, new people added to your database etc...), this number can also change. It will change if you go into the Segment and view the number of Contacts that the Segment returns.

  2. Email - This number tells you the number of contacts that have been excluded from getting the email. Contacts may be excluded if they have unsubscribed, hard bounced or received the email previously (based on how you have configured this step).If you happen to delete a Contact that was excluded from receiving an email, that Contact will still be represented as part of this number.

  3. Wait Step - This tells you how many people are waiting in this step. As outlined by Mike Garcia, you can add a wait step at the end of a Campaign to visually see the total number of contacts that have flowed through a Campaign.

6-25-2012 11-02-09 AM.png

 

Other useful discussions:

A recent Forrester study indicated that only 8% of the email recipients surveyed agreed that the email they they receive is relevant. In the same survey, 77% of these same email recipients indicated that they want to control the type of email that they receive.
https://lh4.googleusercontent.com/2Nai_wwBmqADzysu6xJ_EG8Un4_DGxWRmhYjoLgclO4NhOhT541LBvj7aoIrnAkC3Ufi-nrX0BS6R7XXcEC1z8IgluO2YqMSsNGLwAVD89jPH_CSn8I

What does this mean to you as a marketer? It means that if you want email to be a successful marketing channel the days of “spray and pray” are over. You need to focus on sending relevant, personalized  communication to your opted-in database. Subscription management allows email recipients to establish a respectful and trustworthy relationship with you. This can decrease global unsubscribes, improve communication effectiveness and increase customer loyalty. The overall benefits lead to improved overall campaign results and ultimately increased revenue for the company as email should be part of your ongoing lead generation and retention efforts.

 

https://lh4.googleusercontent.com/NWCoZVNbOCcm5NRCe-63I2whUSV3U8iTCkorhMGYh4rlc70SzkkVSPSacd90VXbzkugyYtvoYAHCm-xY07QNRutf2MPfZqGYisqW2DgCgfXvHGRxzbQ

Keep these items in mind when thinking about building an email subscription / preference center:

  • Just having a global opt-out is too restrictive and may result in a higher opt-out rate
  • Email recipients want increased flexibility and control into what communications they want to receive
  • Allowing more granular subscription options to email recipients will allow you to better segment your communication resulting in higher response rates



Recommended Eloqua Education Course(s) (available in EloquaU):

  • Revenue Lifecycle: Contact Management Essentials

 

Related Articles:

How do you mange email communication preferences in your Eloqua database? Eloqua provides you with an option to create an Email Subscription center that you can use to help your email recipients receive email that they are truly interested in. This post will provide information on how to set this up in E10 (it's very similar to E9).

 

Go to: Setup > Email Groups & Subscriptions

 

1. Preview the Subscription Management Page: On this page, select the Edit and Preview Page" button to review how your subscription management page looks like. From this window, you can make some minor changes to the text and styles as well as preview how the subscription page will look like. You'll choose the email groups that will appear on this page in the next step so if you don't see an email preference, don't be concerned.

11-2-2011 9-23-35 AM.png

 

After you have finished previewing the page, you can also select which Email Group(s) will appear on the Subscription Management Page by selecting the Email Group from the left side of the page and then checking off the checkbox as is done below. You’ll then need to provide a descriptive name that email recipients will see on the subscription page as indicated below. It's important to remember that you need to group all emails that you want to control the email preferences for into a specific Email Group that will appear in your Subscription Management page so choose carefully. In addition, this may mean that you need to change your email creation process and ensure that those who create emails, add them to the correct Email Group. Please note: you can still maintain your email foldering structure that you have setup as folders and Email Groups are separate.

11-2-2011 9-24-31 AM.png

Don't worry about the Confirmation Page options at the top of the page as they aren't needed for the Subscription Management process.

 

This is an example of what a completed Subscription Page looks like:

11-2-2011 9-24-48 AM.png

As a final step, adjust your email footer so you’re linking to the subscription center:

 

Go to Assets > Component Library > Email Footer

 

Per below, enter text such as Manage my email subscriptions and choose the options below that will link to the subscription page you just created.

 

11-2-2011 9-25-08 AM.png

 

Now that you're done, remember to test the process out. In addition, as mentioned above, for the Subscription Center to work and to have Eloqua automatically remove those that have unsubscribed from a particular Subscription Group, you'll need to ensure that when creating emails, they are added to a designated Email Group that is represented on the Email Subscription page. Don't fall into the trap of collecting email preferences and then not respecting them. That can lead to spam complaints which can impact your overall email deliverability as well as an increase in unsubscribes.

 

If you have technical questions, please contact the Eloqua Support team.

 

A question that often comes up is: How does the Email Subscription Center work with my nurturing campaigns? I typically recommend that you create your nurturing campaigns in one Email Group that is separate from your Email Subscription center groups. In the footer, give email recipients the option to unsubscribe from the specific nurturing campaign (Unsubscribe from the Email Group) as well as the option to Globally Unsubscribe. In this way, you have less of a chance of losing email subscribers if they're not happy with the automated nurturing path they're in and you don't need to worry about how you're nurturing emails will fit in with your email subscription groups.

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