Analytics Excellence Series | Best Practices for Managing Insight Agents

For more information on the Analytics Excellence Series, please visit our main page.

Eloqua Insight agents play a crucial role in automating and delivering valuable reports to your organization. However, to maximize their effectiveness and ensure smooth operations, it's important to follow certain best practices. Below are key best practices that can help you manage your Eloqua Insight agents efficiently:

1. Implement Standardized Naming Conventions

Having a standardized naming convention to easily identify agents in analysis/reports can be incredibly beneficial. This practice helps identify reports that are tied to specific agents, allowing any user to change analysis/reports if the previous owner/creator is no longer available to make modifications. It ensures continuity and makes it easier for teams to manage and modify agents efficiently.