Customizing Your Campaign Experience with Decisions

Like in any good “Choose Your Own Adventure” story, when you add a decision element to your campaign, you customize the campaign experience for your contacts based on how they interact with your material. Any decision you add to your campaign will have a Yes path and a No path. When the criteria of the decision are met, the contact will flow down the Yes path. And when the criteria of the decision aren't met, the contact will flow down the No path. Ready to jump in and learn some the details of each of these decision elements? In the next section, you'll get an overview of each. But first, here's a quick rundown of the decision elements that you'll see on your campaign canvas:

  • Clicked Email?
  • Compare Contact Fields
  • Compare Custom Object Fields
  • Shared List Member?
  • Shared Filter Member?
  • Opened Email?
  • Sent Email?
  • Submitted Form?
  • Visited Website?
  • Compare Date
  • Cloud Decision
  1. Select the email you want to evaluate from the drop-down list or click the Folder icon and browse until you get to the email.
  1. Set your preferred evaluation details by selecting:
    • The minimum number of times that a link in the email was clicked. You can choose this number from the drop-down list.
    • The time period during which it was clicked. This is the section denoted by “within the last” on the display. Start by typing in a number in the box and then choose hours, days, weeks, or months for your measurement.
    • The Evaluation period, which is the time period in which you want to evaluate for this criterion. To fill in the evaluation period, type a number in the box, then specify whether your measurement is in hours, days, weeks, or months. Here are a few tips related to the evaluation period that you'll want to keep in mind:
      • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
      • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
      • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
      • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.

Understanding Decision Elements: Compare Contact Fields

  1. Navigate to the “Evaluate Contacts whose” section and select values in each of the following fields:
    • Select a field: Here, you can select a field from the drop-down list or narrow the selection by typing the name in the field.
    • Select an operator: This is where you can select the operator for the comparison. This value tells Oracle Eloqua how you want to route the contacts based on the specified field. The operators vary depending on the field type that you selected. For instance, if you select Date Created as the field type, you might choose Before as the operator to look for contact profiles created before a certain date. If instead you select Job Roleas the field type, the operator might be Contains, which will allow you to search for a keyword in a contact's job title. You can also exclude an operator by clicking the not checkbox.
    • Enter a value: Here, you can type the value or select a value from the drop-down. This information is used as the point of comparison within the specified contact field.
  1. Set the Evaluation period, which is the period of time you want to use for evaluating this criterion. To set the evaluation period, start by typing a number in the box, then specify if you're working with hours, days, weeks, or months.
    • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
    • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
    • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
    • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.
  1. Select values in each of the fields in the “Evaluate Contacts whose” section. These fields include:
    • Select a Custom Object Set: Here, you can choose a custom object set from the drop-down list.
    • Select a field: You can choose the field containing the data that you want to use for comparison and filtering purposes.
    • Select an operator: This value lets Oracle Eloqua know how to route the contacts. The operators will vary depending on the field type that you've selected.
    • Enter a value: Here, you'll either type a value or select one from the drop-down. This information is the point of comparison within the specified contact field.
  1. Set the Evaluation Period, which is the time period you want to use when evaluating this criterion. Start by typing a number in the box and then specify if it is hours, days, weeks, or months. Here are some notes to keep in mind when setting the evaluation period:
    • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
    • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
    • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
    • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.

Understanding Decision Elements: Shared List Member?

  1. Select the contact list from the drop-down list or click the Folder icon and browse the list.
  1. Set the Evaluation Period, which is the time period you want to use for evaluating this criterion. Type a number in the box, then specify whether this time period is in hours, days, weeks, or months. As with the other decision elements, here are a few tips for selecting the time period.
    • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
    • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
    • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
    • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.

Understanding Decision Elements: Shared Filter Member?

  1. Select a shared filter from the drop-down list or click the Folder icon and browse to the list.
  1. Set the Evaluation Period to establish the time period in which you want to evaluate for this criterion. As with the other decision element evaluation periods, you'll first need to type a number in the box and then specify if it is hours, days, weeks, or months.
    • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
    • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
    • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
    • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.

Understanding Decision Elements: Opened Email?

  1. Select an email from the list or click the Folder icon and browse to the email.
  1. Set the evaluation details by selecting:
    • The minimum number of times that the email was opened. You'll choose this number from the drop-down list.
    • The time period during which it was opened. If you look at the figure above, you'll see this is the number that follows “within the last.” After typing a number in this box you'll need to specify if you're working with hours, days, weeks, or months.
    • To set the evaluation period, type a number in the box and then choose if it is hours, days, weeks, or months. Remember that the evaluation period is the period of time over which you want to assess the criterion at hand.
      • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
      • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
      • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
      • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.

Understanding Decision Elements: Sent Email?

  1. Select the email from the drop-down list or click the Folder icon and browse until you find the email you're looking for.
  1. Set the Evaluation Period by typing a number in the box and then specifying whether it's in hours, days, weeks, or months. Here are some helpful tips for setting this evaluation period:
    • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
    • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
    • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
    • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.

Understanding Decision Elements: Submitted Form?

  1. Select the form from the drop-down list or click the Folder icon and browse until you find the form you're looking for.
  1. Set the evaluation parameters by selecting the time period during which the form must have been submitted to be routed differently. You'll fill in this number after the words “Sent within the last.” Don't forget to choose hours, days, weeks, or months here as well. To give you an idea how this works: if you set the value as 1 week, Oracle Eloqua will route segment members that submitted a form during the past week separately from those who did not.
  1. In this step you'll set the Evaluation period to designate the time period in which you want to evaluate for this criterion. Start by typing a number in the box, then specify whether you're working with hours, days, weeks, or months.
    • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
    • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
    • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
    • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.

Understanding Decision Elements: Visited Website?

  1. Set the evaluation details by selecting:
    • The minimum number of times that the website was visited. You'll choose this number from the drop-down list.
    • The time period during which it was visited. Fill in this information by typing a number in the box then choosing if the time period should be measured in hours, days, weeks, or months.
    • The Evaluation period that you want to use for this criterion. Type a number in the box then choose if it should be evaluated in hours, days, weeks, or months.
      • If the evaluation period is set to 0, Oracle Eloqua will evaluate the contact immediately.
      • If the evaluation period is set for 24 hours or less, Oracle Eloqua will retry the evaluation every 10 minutes.
      • If the evaluation period is set for more than 1 day, Oracle Eloqua will retry the evaluation every 30 minutes.
      • If the evaluation period is set for more than 1 week, Oracle Eloqua will retry the evaluation once every hour.

Understanding Decision Elements: Compare Date

  • Select an operator from the drop-down list. Your choices will be:
    • Before
    • After
    • On or before
    • On or after
    • On
    • Between
  1. Specify the date and time. If you select “between” as your operator, you'll need to specify two dates. Otherwise, there wouldn't be any time period to fall between. Keep in mind that the minimum level of time that can fall between two dates is 5 minutes.
  1. Specify the time zone from the drop-down box.

Understanding Decision Elements: Cloud Decision

  1. Click Edit to configure the cloud decision. The configuration screen opens in a new tab.
  1. Click Save and close the tab once you have completed your configuration.