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Challenge

 

Event is organized in different cities and have five session, but all these should be in one landing page.  Challenge was to Mark event session full on Landing Page UI.

Marketers did not want to use Event module available in Eloqua which could have been very easy solution to let people know that Slots are full through emails, and they will be put in waiting list or can wait for upcoming events in near future at their location.

 

Instead Marketers wanted to show Slot full In Landing Page UI dropdown option. Like below highlighted with blue color and if submitter choose this (slot/session full) option form submission will not happen.

Screen Shot 2019-09-17 at 6.20.53 PM.png

Goal

Goal was to restrict form submission once session (Time slot) is full.  Also wanted people to know how soon the sessions are going full so get more genuine registrations.

Document your current state?

Initially started using “Send notification” Processing step in form to mark session full manually and empty the value of field by editing landing page manually each time slot is booked, but there was chance to have two submission if landing page is not edited instantaneously form is submitted.

 

Description of Solution

To automate this process, we decided to use different assets and functionality available in Eloqua.

  1. Form
  2. Landing Page
  3. CDO (Custom Data Objects)
  4. Web-data lookup

 

Also used some JavaScript code to make use of the assets and functionality available in Eloqua

 

Implementation Steps

  1. Form Created and one field to save “booked session” mapped with CDO
  2. One Unique code field to Identify submission for particular session also created in CDO

Created CDO to store only session data from registrants. And showing that CDO session data in landing page using web-data lookup. When landing page loads that web-data lookup will populate the session data and then we process into the UI using JavaScript code.

 

   

 

Form Image

Processing Step – Updated CDO From form data

Screen Shot 2019-09-18 at 12.07.15 AM.png

CDO Image 1

CDO Details

Screen Shot 2019-09-18 at 12.15.08 AM.pngScreen Shot 2019-09-18 at 12.44.21 AM.png

 

CDO Image 2

CDO Field mapping

 

 

Screen Shot 2019-09-18 at 12.44.21 AM.png

 

 

CDO Image 3 –

default value in CDO Contact Unique code.

Screen Shot 2019-09-18 at 12.15.58 AM.pngScreen Shot 2019-09-18 at 12.32.56 AM.png

 

Web-Data lookup

 

 

Screen Shot 2019-09-18 at 12.32.56 AM.png

 

Form field value

 

Screen Shot 2019-09-18 at 12.18.16 AM.png

 

Javascript code

Screen Shot 2019-09-18 at 12.18.41 AM.png

 

 

Which marketing cloud courses have directly influenced this campaign?

  1. Web -data lookup
  2. Custom Data Object.

 

How has this campaign impacted your business?

This helped Marketer to spend more time with one prospect which helped them to crack the deal in that meeting. This office hours campaign started with One city in Europe and now running in 10 cities successfully. 

Preface

In my current role as a Marketing Specialist, optimizing email communications is always at the fore-front. Whether it is an announcement, a notice, or a newsletter, we are constantly reviewing processes and identifying where we can improve.

 

The Challenge

Every year, my company holds an annual conference for the Yellow Network. Along with inviting attendees to simply attend the conference, we also offer sponsorship opportunities. The higher the cost of the sponsorship, the better the benefits. For example, if a contact signs up for a $5,000 opportunity they get more signage and recognition than someone who signed up for a smaller $1,000 opportunity. Our challenge was gaining sponsorships for the 2019 Yellow Network Conference.

 

The Solution

At the start of our campaign, our goal was to fulfill all seven sponsorship spots available. In-order-to reach out to our clients and let them know about this opportunity, we decided to do an email campaign.

The campaign included:

  • initial email invite for sponsorship
  • a landing page – sponsorship opportunities are listed (informational)
  • a landing page – includes form to select a sponsorship opportunity (includes form)
  • a landing page – confirmation for signing up to sponsor
  • a confirmation email

 

“YES” Path

When the assets were finalized, we decided we wanted to set up the campaign with reminders. A contact would receive the invite for sponsorship and then once a week for a duration of six weeks they would receive reminders. If they sign up for a sponsorship or did the “YES” path, we then placed them into a shared list, so that they would no longer receive these reminders.

See the above campaign canvas set up for reminder emails

 

 

“NO” Path

This then brought up the fact, that some people may not want to sponsor, so they would not need these reminders. In-order to resolve that, we decided to set up a “NO” path with a blind form submit. They would simply hit a button labeled “Regretfully Decline”, and then they would be moved to another shared list to ensure that they would no longer receive reminder emails.

 

See Blind Form Submit Code in the Web Address URL box. Creating a Blind Form submit may see daunting but only requires simple copy and pasting.

 

Results

For the 2019 Yellow Network Conference, we exceeded our goal of fulfilling all seven sponsorship spots available. We had 12 sponsorships purchased, which is an improvement when compared to 2018’s three sponsorships purchased! We attribute the 300% increase in sponsorships due to the setup of the reminder campaign and the simplicity of the blind form submit. By eliminating the uninterested contacts, we were able to better target and only reach out to interested contacts. Furthermore, the revenue made from 2019 was a total of $20,000 USD, compared to 2018’s $2,750 USD. That is a jaw dropping 627% increase in revenue over a year!

 

Take-Away

Going forward, I will continue to utilize reminder campaigns and use blind form submits where applicable. It is always hard to email contacts and ask them to not only to make a purchase, but to also fill out a form when they are not even interested. It is important to keep in mind the users experience when planning, and what occurs to them as they receive an email.

 

Helpful Resources

Fundamentals of Forms and Landing Pages

Fundamentals of the Campaign Canvas

"An Insight for an ‘Oracle’ Insight - My Luminary Journey using Oracle Eloqua"

 

Background & Introduction -

After a successful 14 years in IT & Software business and contributing a couple of years (read 5+) in Marketing Domain Business and being part of the Marketing team where the legacy marketing tool was migrated to Oracle Eloqua tool for Business optimization, I always wanted to learn, excel and gain more knowledge & expertise in the field of Marketing Automation.

Being part of the World’s leader company in providing the cyber-security software and services, I lead and manage a team of bright and enthusiastic individuals (Developers, BA, QA and Sustain) which builds the Eloqua programs, canvas, campaigns, Custom Objects, Integrations and everything that is required to cater, support, enhance and optimize our Enterprise & Consumer Business.

However, during this progression, we have slightly overlooked the important aspect of measuring our daily efforts and all the talent and expertise we have put into establishing and building the Marketing Automation Tool - Oracle Eloqua in our company.

 

The Thoughtful Idea -

We had the renewals notification program setup to cater different business products and send out email notifications from Eloqua for different cadences.

The program setup and everything was working fine as per the Business requirements and needs however we didn’t have any setup or mechanism to measure and monitor the throughput and How many emails notifications are sent out on daily basis for different products and different customers as per different geographical locations.

 

An Insight for an ‘Oracle’ Insight -

During my learning on Oracle University - Marketing Cloud Education for B2B Master and Luminary Certifications, I learned and gained knowledge on using and leveraging Oracle Insights to create different kind of dashboards which can help to setup alerts, monitoring and sent out email notifications about the data insights.

 

The Actual Implementation -

Setting up the Oracle Insight Dashboards was made quite easy due to the elaborate courses like 'Insight for Analyzers' and 'Insight for Reporters'.

Below are the details of the setup mechanism that was created on our Oracle Eloqua Instance which was able to sort, fetch and organize the Data and then provide the Insights and Analytics and then further send out a daily email notification to the target audience.

 

3S.JPG

alert.JPG

 

The Goal Accomplishment -

Our IT and Business team users were getting email notifications on daily basis on the incoming data in the renewal programs as well as the outgoing renewal notifications.

The single pager snapshot email notification was well received and appreciated by different Business teams.

This implementation has helped us in maintaining and measuring the data insights and monitoring the timeline chart of the data records/notifications. See below the actual email notification that was received.

 

renewals email alert.JPG

 

Favorite Courses during my Luminary journey -

Below are my Favorite Courses and sub-topics that I took during my course of B2B Master and Luminary -

 

Eloqua Master - 2019

- MM: Revenue Performance Management

- Eloqua Fundamentals

 

Eloqua Luminary - 2019

- Engage & Enrich

- Insight for Analyzers

- Insight for Reporters

- Advanced dashboard functions

- MM: Global Demand Center

- CRM Integrations

 

Future Shortlist Courses and Certifications -

As I gain more knowledge about Oracle Eloqua, I have shortlisted the below Courses and Certifications to continue my further journey -

 

- Eloqua Implementation Certification

- Marketing Operations Course

- Modern Marketing for Eloqua

 

With this I would like to conclude my blog with a note of thanks and appreciation to all those involved from my team – Oracle Eloqua – Marketing automation as well as a I would like to specially thank and appreciate a member from Oracle University - Natasha K Alves-Oracle in helping me and proactively reverting back to all my queries related to the Luminary course & next steps.

 

Thank you for taking the time to read this ! I really appreciate it !

One of this year’s marketing initiatives is to produce quality and engaging video content that can be leveraged for lead generation and repurposed as follow up material to be sent by our account executives later in the sales process. I was tasked with managing a webinar we are hosting in partnership with a global research advisory firm.

 

The webinar posed two primary challenges:

 

  1. It was decided it needed to appeal to both a sales AND marketing audience, which meant the messaging had to be tailored and segmented correctly to ensure the right persona got the messaging that was appropriate for their role. – Which meant our campaign needed to have accurate segmentation and messaging.
  2. Coaxing registrations for long-form video content (and live content at that!) is becoming more challenging as our target audience already has a full plate of responsibilities. – Which meant our campaign needed to provide multiple opportunities for our target audience to register.

 

Measuring Success (in Registrations) by Evaluating Current State

 

I have been with my current employer for just under a year, so I had not taken part in any webinar campaigns until this point. Working with my colleague, we determined a relatively simple (but effective) way to determine if our marketing efforts for this webinar were successful – how many registrations we could generate from our target audience, compared to similar webinar campaigns that were run in the past. In our case, our previous webinar series have had an average of 20-40 registrations. This was obtained primarily through the email channel, and marketed to a relatively small audience of several thousand. We set our benchmark for success that any registrations over 30 would be considered a success.

 

The Campaign

The webinar campaign is configured as a single campaign in Eloqua with two different segments. Here are the key components of the campaign configuration:

 

  1. Two different segments – one for marketing and one for sales. To ensure the right titles were included in our audience we utilized a combination of DiscoverORG and existing Salesforce data.  I utilized the “compare contact field” criteria in the segment builder and excluded several companies to ensure that competitors and other analyst firms would not receive any marketing emails related to this webinar.
  2. 2X Registration Emails Per Segment - I wrote two different sets of emails that contained different value propositions based on who the email was sent to. After evaluating if a form submission for the webinar took place, after one week that segment would receive another email with a different set of value propositions encouraging them to register.
  3. 1X Last Change to Register – Utilizing the Scheduling tab in the email configuration on the campaign canvas, both segments would receive a “last chance to register email” one day before the webinar was due to take place. (Historically we would receive an influx of registrations the closer the date is to the webinar taking place.)
  4. GoToWebinar App for Evaluation – Utilizing GoToWebinar’s integration with Eloqua, I set an evaluation that anyone that attends the webinar for more than 10 minutes will receive a “Thanks for Attending” email and anyone that was a no-show or less than 10 minutes would be acknowledged with a “Sorry We Missed You” email.
  5. Dynamic Content for Follow Up – This is the part of Eloqua’s functionality that gets me most excited. For attendees who were evaluated to have “attended” in the previous step, I created a dynamic content rule that would evaluate their persona field in their contact record that would then include an educational e-book that was most relevant to their role.

 

What Marketing Cloud Courses Did I Benefit Most From?

 

There are 3 courses that benefitted me most for the design and creation of this campaign.

 

  1. Advanced Segmentation – To ensure I am reaching the correct audience
  2. Personalizing Campaigns – To ensure that the campaign feels engaging and to drive better response rates
  3. Advanced Editing and Form Processing – To ensure the necessary data is being captured, and to send notifications to sales when new registrants are added.

 

Impact

 

So far the webinar campaign has been a big success. We are still a week away from the broadcast, and we already have 52 registrants (success was defined to be anything over 30 by the day of). When evaluating the form submissions, we have a good mix of current opportunities, existing customers, and net new contacts. Several of our largest opportunities have shown significant interest in our webinar campaign, with multiple contacts from the same company registering.  I attribute this success to utilizing Eloqua’s easy to understand campaign canvas, and the amount of options I have at my disposal to ensure every person in the segments has an engaging campaign experience.

 

For Next Time

 

For another webinar campaign, I would like to make two changes. (Given more time and resources)

  1. Use even more targeted segment criteria to have greater personalization in messaging.
  2. Utilize dynamic content in the email bodies more than just for post-webinar follow up.

“It’s time for employee communicators to start thinking like marketers, delivering the right information to the right employee at the right time through the right channel.”

— Shel Holtz, internal communications director and advocate [1]

 

Internal communicators have some important messaging and content to share.  According to the International Association of Business Communicators [2] more than half of all internal communications professionals support:

  • Enabling employees to understand the strategy, vision and values of the organization,
  • Corporate announcements (HR updates, process changes, etc.), and
  • Employee engagement.

 

At Alcatel-Lucent Enterprise (ALE), we have a mighty team of two to handle internal comms (IC) for our global company. They’ve been using Eloqua for internal email for over a year, but the initial setup was not smooth. To lessen concerns of messages going to the wrong audience, the ALE Eloqua admin team created shared lists specific to internal comms. These lists then fed into master segments which could be copied for different campaigns. 

 

Once a month a corporate directory administrator would export an excel file and send it to an Eloqua admin who still had to manually manipulate the file to filter for the different audiences. An Eloqua admin would manually remove all contacts from the shared lists and refresh the lists from the file.  Because updating the data was not automated, we were limited in the number of shared lists we had time to create, and then they were out of date as soon as new people joined the company or employees changed roles. As a result, our Eloqua team regularly had to handle support tickets for individuals who had not received an expected communication.

 

Today, the ALE Eloqua team has set our internal communications colleagues up for success with two main goals:

  1. Enable them to reach their target audience with minimal support
  2. Ensure internal messages are never sent outside the company

 

 

Reaching the target audience

At Alcatel-Lucent Enterprise, our employees are treated like any other business contact in our Customer Relationship Management (CRM) platform. ALE’s CRM team manages the refresh of data from our corporate directory, and those specific fields such as employee status and employee type are also synced to Eloqua. 

 

Dynamic segments

Most emails are sent to all ALE employees, or employees and contractors, or employees of a specific business unit.  Additionally, the IC team sometimes prefers to alter the send time in a campaign depending on the geographic location of the recipient. The ALE Eloqua team has created master dynamic segments which can be copied to cover most segment needs. For example, here is “ALE Employee and Contractor Only by Sub Region – NAR”.

 

dynamic-segment-nar.png

 

Data cleansing opt-outs by program

While it’s best to use a permissions-based approach for marketing, employee audiences are expected to receive all the relevant company emails. However, Alcatel-Lucent Enterprise employees will occasionally opt-out of ALE communications. This prevents those individuals from receiving the company messages sent through Eloqua, so a program cleanses the employee opt outs.

 

The program “Employee Always Opt-In” runs once a night. The segment feeding the program looks for contacts with an employee record type of employee, contractor, or sub-contractor, and an email status that is not an invalid email, and is not archived in our CRM platform, Salesforce.

First the internal contacts are subscribed at the site level.  Then the contact washing machine:

  1. Checks if the contact field “SFDC EmailOptOut” is not blank.
    1. If the field is not blank, the step resets the field back to blank.
  2. Checks if the field “Opt in ALU-E Communications” is not equal to “on”.
    1. It replaces the various values found with “on”.

 

cwm.png

 

 

Internal messages stay internal with contact security

Lastly, with our ALE internal communications team moving to dynamic segmentation, we added contact level security for employee contacts to ensure internal messages are not accidentally sent externally.  We had already implemented contact level security on our database for other record types and felt this was the best solution to handle security for employee communications.

 

We had a contact category where Employee, Contractor, and Sub-Contractor were added as new security labels. 

A security group was added for internal communications and the IC team members were added to this group.  Then the three new labels were mapped to the internal security group.

 

A shared filter was created searching for contacts with an employee record type, an employee status field set to Active and a field indicating the contact is not an archived contact in Salesforce. 

We added to our contact level security program two listeners:

  1. A contact creation listener 
  2. A second listener for the contact field “Contact Record Type”. 

 

From the two listeners, the program checks if the contact belongs to the employee shared filter.  If yes, then we compare contact field for employee type to set the corresponding label if it matches.

 

program-flow.png

compare-contact-field.png

 

 

The result

With the added contact level security, we at ALE are confident that our internal company content is staying inside. Before, it would take an Eloqua admin an hour each month to update all the shared lists and master segments. Today, with the dynamic master segments, the need for admin support is very rare.  The CRM is updated at least weekly for new employees and archiving departures, so the new Eloqua segments are also more current than the manually updated ones.  The dynamic segments combined with the employee opt-in program have minimized the support tickets about missing emails.  In the last six months, we’ve received one inquiry, but the email was properly received. With the proper automation configured, our internal communications are now an efficient and self-sufficient team.

 

 

Helpful Eloqua University resources

 

 

 

[1] 18 Internal Communication Strategies for 2019, Enplug Blog

[2] 2018 State of the Sector Report, IABC

Marketing Challenge:

As a B2B company within the insurance space, we tend to have a very long sales cycle. It has been a vital part of our marketing team's strategy to educate our prospects and build a relationship with them. In order to accomplish this, we host about 20 webinars and seminars each year. The problem we’ve had is getting our prospects to attend. At the end of the day, our sales folks are the ones who have the personal relationships with these people and most of them only attend if sales personally invites them. The major problem: sales does not always promote our events to their prospects, or as they put it, they “don't have time.”

 

My Goal: Utilize Eloqua and create a strategy to automate our webinar and seminar invites so they come from our salesmen and women. We looked at our data on attendance over the past 3 years and set some benchmarks for each individual event with an overall goal of increasing the number of prospects who attend our webinars and seminars.

 

My Strategy: Use signature rules and a signatures layout to have all seminar/webinar invites come from the salesperson who owns each prospect inside our CRM. Additionally, I'll be using a custom field merge to include a discount code in each email. These discount codes are very important as each salesperson has a unique code to give to prospects that allows them to attend our events for free. In short, marketing will send invitations to our prospects on-behalf of our salespeople.

 

How I Accomplished This:

First, I needed to have Eloqua pull the salesperson who owned each contact from our CRM. This involved adding the CRM contact record owner field to our retrieve contacts external call, then mapping the CRM "owner" field to the Eloqua Salesperson field via the Get Contact Auto-Sync. This requires advanced knowledge of your CRM/Eloqua Integration. You can find about this in the Oracle Eloqua CRM Integrations course.

Get Contacts example.png

 

After Eloqua was pulling all the information I needed from CRM, I had to set up email signature rules. I did this by setting the CRM field value for each salesperson and matched the email sender to the corresponding Eloqua user. Make sure to set a default sender in the event a contact is not assigned a salesperson. I used our director of sales.

Please note: The "Email Sender" is a list of your Eloqua users. Our salespeople have access to Eloqua Sales Tools so they already had Eloqua users set up.

Signature Rule.png

Next, I created a signature layout that is identical to the one our salespeople use in their email signatures. This was done by adding user fields to my signature layout. You can find out more information regarding email signature rules and layouts in the Personalizing Campaigns course.

Signature Layout.png

 

The next step involved creating a new Eloqua contact field that would allow me to add the Salesperson's Discount Code to each contact record. Once the new field was created, I created a program that allows Eloqua to update the discount code field on newly created contact records that come over from our CRM. This was the most challenging part for me, and it probably deserves its own blog post. I heavily recommend checking out the Program Canvas course and checking in with the Topliners community for additional information on program builder and improving the quality of your data.

 

Once the discount codes were inside each contact record I created a field merge so these could be added to my invitation emails.

Field Merge.png

 

Next, I created my webinar invitation emails inside the email editor. I personalized the language in the body of the email, applied field merges for the contacts first name and salesperson discount code. Finally, I added the signature to the bottom of the email.

Sample Email.png

 

Once all my assets were created I built my campaign canvas and configured each element. Most importantly, I made sure to configure my invitation emails with the dynamic signature rules I built earlier. Once everything was finished, I tested, then scheduled the campaign to go out.

Canvas Sample.png

 

Results

We have only begun utilizing this strategy, once I have more data to share I will update this section.

 

What I can say is this type of campaign was just a dream for our marketing team before taking the courses offered through Oracle University. The education team really provides you with the foundation to build whatever you want inside Eloqua.

During my Luminary training, a project for my team came up that required using a blind form submit. We wanted a link in a campaign thank you email that automatically subscribed someone to an email group and directed them to a landing page that displayed the subscription's success. After learning about this project I went into the video courses for the Luminary training & the next video in my queue to watch was one about blind form submits! So in this blog post, I am going to talk about how I was able to use what I learned from that video to create a blind form submit for our campaign.

 

First of all, I will introduce the project that needed a blind form submit:

 

Here is a photo of the section of our email where the blind form submit was needed. We had a sign up link for people who donated to our campaign to be able to sign up for a monthly newsletter to keep in touch with what is going on in the school they donated to.

 

Screen Shot 2019-08-08 at 10.23.12 AM.png

 

We wanted the user to be able to simply click on the sign up button & be automatically subscribed to the Reach newsletter and then routed to a landing page that looked like this:

 

Screen Shot 2019-08-08 at 10.25.59 AM.png

As I am sure you know by this point, we used a blind form submit to make this happen.

 

Here is how I created the blind form submit (and how you can too!) and implemented it into the email:

 

  1. Create a new form. This form is pretty simple because only need it to do a few things:
    • Collect the contact's email address (the same one that this link was sent to)
    • Add that email address to a program that will subscribe them to the Reach newsletter
    • Redirect them to the confirmation landing page.

    2. Add a hidden field that has a field merge to collect the user's email address. Here is a screenshot of what mine looked like:

Screen Shot 2019-08-08 at 10.30.28 AM.png

 

     3. Update the processing steps

    •      Here I just added a step that adds the contact to the correct program and a step that redirects them to the correct landing page.

     4. After the form was created (and saved) I began to work on the blind form submit link.

    •      Here is the sample link that you can start with to create your own blind form submit link: http://s[siteID].t.eloqua.com/e/f2.aspx?elqFormName=[FormName]&elqSiteID=[siteID]&emailAddress=~~eloqua..type--emailfield..syntax--EmailAddress..innerText--EmailAddress..encodeFor--url~~

     5. In your form, click on Actions —> View Form HTML —> Integration Details. From there find the Site ID (in the 2nd box on this page) and paste it in the link where it says "[siteID]" (be sure to delete the brackets).

     6. Then go back to your form's general settings to find the HTML Name.    

    • NOTE: The HTML name can be changed, however you will need to save your form for this to take effect and for your link to work with the new name.

     7. Go back to your email where you want the blind form submit to happen & paste your link on your button.

     8. Send a test email to yourself, and test the button! From here it should work.

    • NOTE: If you test the link on it's own, you will get this error:

Screen Shot 2019-08-08 at 10.38.55 AM.png

 

This is because the link ONLY works if it is linked to an email that is being communicated to Eloqau through the field merge (Eloqua can't unsubscribe someone if they do not have their email address).

     9. You're Done!

 

It was perfect timing that I got to the course on Blind Form Submits when I did. The course helped to simplify a daunting process and created an opportunity for my team to implement a new idea that makes things easier on our users.

There are many reasons to build a custom subscription preference center. If you would like to record unsubscribe reasons, record a null/undecided subscription value, create a responsive and customized web page or record custom information about the source campaign--these are all valid reasons to build a custom page. The following are instructions on the build-out of the skeleton of a custom subscription center, but you can use CSS to customize the landing page look and feel.

 

For our specific use case, we implemented a 3rd option of a null/undecided subscription value to be in compliance with GDPR and more stringent email compliance laws. We set to create a custom preference system that was on a responsive landing page as well as could handle the different opt-in response values.

 

We leveraged this Topliners deck on the basic steps: https://community.oracle.com/docs/DOC-1021821. Here are some tips and tricks we’ve learned along the way.

 

Components:

  • Form
  • Landing page for subscription center form
  • Confirmation landing page


Note: You will want to name the form something descriptive as this will show up as a form fill in the activity section of the Profile iframe.


Form: Create a form to host your email group subscriptions as well as an option to unsubscribe from all email groups.


Fields:

  • Email Address (pre-pop)
  • Email Group 1
  • Email Group 2
  • Email Group 3
  • Unsubscribe from all


Form processing steps:

  • Update Contacts - With Form Data
    • Always, Map Email Address
  • Email Group - Subscribe Unsub (For your subscribed)
    • Conditionally, if checkbox has value of exactly “on”
  • Email Group - Subscribe Unsub (For your unsubscribed)
    • Conditionally, if checkbox has value is blank
  • Unsubscribe Contacts Globally
    • Conditionally, if checkbox with unsubscribe from all has value of exactly “on”
  • Redirect to Web Page

Note: For conditionally processing steps, click conditionally and select form fields and add your conditions (either checkbox field is exactly “on”/subscribed or blank/unsubscribed)

 

Landing Pages:

Build a landing page to host your form and a confirmation page to insert as the form processing step for redirect to a web page.

 

The confirmation page should show the email address and confirmation of their subscription preferences.

 

Note: Form fills for this subscription management center will show up in Insights reports as conversions as they are set up as forms. Oracle Eloqua will address this in a future update.

 

Finally, you will need to edit your footers to include the new subscription center link.

Working in a large international company where many different people have access to Eloqua and are creating Email Assets for campaigns, it is hard to ensure everything always complies with the company's Look & Feel.

To ensure all Emails that are being created align with company branding we created several Email Templates that are now the starting point for every email creation done within Eloqua. Having several different templates setup makes creating Email Assets easier and faster, also for those individuals who do not work with Eloqua on a daily base.

 

With the implementation of the new Eloqua Responsive Email Editor, our previous email templates needed to be updated. To become familiar with the new Responsive editor I reviewed the “UPDATED Fundamentals of Emails” videos from the “Eloqua Master - 2019 UPDATED 19B” learning path and created the following guide on Creating Email Templates using the new Eloqua Responsive editor to help converting our old templates.

 

With the new Email Templates in place, everybody in the organization with the proper Eloqua permissions can now easily and quickly create Email assets for their campaigns that are fully aligned with company branding, no matter their experience level in Eloqua.

 

Creating an Email Template using the new Eloqua Responsive Email editor

 

Step 1: Setup Email Layout Framework

 

Starting from a blank responsive email, your first objective is to define the layout of your email template.

Start by adding several Layout blocks to the canvas keeping in mind the intended Content that they will host. Eloqua provides the possibility to select between 1 to 4 column layout blocks. In this example I’ve inserted 3 one-column and 1 two-column layout blocks.

Eloqua Layout Blocks.png

Layout blocks can be recognized by the orange outline when selected and can be adjusted after placement.

 

Layout block editing options:

Move Layout.png Move the layout block to a different area in the email design

Add Column.png

Add an additional column to the layout block

Change Width.png Change colums width (keep decreasing the width to remove a column)

Duplicate Layout Block.png Duplicate layout block

Remove Layout Block.png Remove layout block

 

 

Step 2: Place your Content blocks


With content blocks you define the content type you want to use within the layout blocks. The content block option you can choose from are:

  • Text
  • Image
  • Button
  • Divider
  • Spacer
  • Shared Content
  • Signature
  • Dynamic Content
  • Custom Code


Start placing the content blocks inside your layout blocks. You can add multiple content blocks within a single layout block (one on top of the other, never side-by-side).

In this example I’ve inserted 6 Text, 2 Image, 1 button and 1 Spacer (under the button).

Eloqua Content Blocks.png

Content blocks can be recognized by the blue outline when selected and have just a few editing options after placement.

 

Content field editing options:

Move Content.png Move the content block around to either the order or to move the content block to a different layout block column
Duplicate Content.png Duplicate content block

Remove Content.png Remove content block

 

 

 

Step 3: Configuring Content Blocks

 

Use your corporate logo, colors, font and style guidelines to give your Email a Look & Feel that aligns with your brand.


Start by adding your pre-defined Header and Footer components.

Then add your corporate logo the Email design.

Configure background colors for specific Content Blocks and set your text styles: font, size, color.

Add pre-defined dynamic content information if available. If you always use the same contact information using a text content block will also do just fine (as done in the below example).

And finally, insert Firstname Fieldmerge with the email salutation (if desired) to ensure consistent email salutation for all your email comunications.

 

Email Template.png

 

Step 3a: Adding CSS

 

For an even higher degree of consistent formatting in your emails you can add CSS coding to your template. With CSS you can “hard-code” your Email text styles for example by defining standard font-family, font-size & color for the different text styles used in your emails (Body, Header 1, Header 2, Header 3 etc.) and hyperlink colors. On the internet you can find many standard CSS codes that you can modify according to your needs.


In Eloqua, to add CSS code to your Email design click on the Paint Brush icon and go to the Advanced Styles section. When you click the "Add" button a new window opens where you can paste your customized CSS code.

CSS Editor.png

 

NOTE: Not all email clients play nice with CSS

 

 

Step 4: Save As Template and Manage Templates

 

Once you have your baseline design ready you can “Save As Template” and the Email design will now appear as a template when people hit “create an email” in the Assets section of Eloqua. Using Manage Templates you can “lock” certain elements in your email template for editing to prevent users to accidently modifying elements that should not be tempered with (eg. Dynamic content, Email Headers and Footers).

Project Preface:

 

Our Users were facing issues where Signature of email based on different signatory was becoming a big list as per different country and region. The manual update on every email asset was a pain. Every time user needs to check the deployment country of campaign then find the user associated to that country and finally configure it in Email asset.

 

We aimed to make this configuration centralized So that it can be managed from a single location and can be used solely in the canvases, also email asset creator doesn’t need to configure the settings on the email asset.

 

Requirement:

 

We have Worldwide always-on campaigns. And while sending out emails to our Worldwide customers, we need to map country/region-based signatures from regional leads’ various ReplyTo and From addresses.

 

This was requiring manual efforts of configuring signatures, as it does vary per the country.

 

  1. E.g. Contact Country = US (United States)

From Name: Example Inc

From Address: update@connect.example.com

Reply-to: Example Inc

Reply-to Address: Sales_US@example.com

 

Contact Country = IN (India)

From Name: Example Inc

From Address: update@connect.example.com

Reply-to: Example Inc

Reply-to Address: Sales_IN@example.com

 

Image1.jpg

 

Idea based on My Oracle Eloqua Online Course Learning:

Signature rule provision of Eloqua gave me an idea to implement this automated global solution.

 

 

Solution Implementation Details:

I suggested to use Eloqua Dynamic Signature rule feature to overcome the manual effort of mapping country-based user on email step of canvas.

 

We created a Dynamic rule of signature which will work on the country of target contacts while sending out the emails. This will reduce all of efforts of manual mapping and changes in signature on standalone assets.

 

Image2.jpg

 

 

User Set up in Eloqua

 

  • To make the signature work dynamically, we need to create multiple users based on country/region so that they can be mapped in the signature rules.
  • Created users in Eloqua with all required information related to Signature will be mapped in Signature rule configuration.
  • Sender Display Name
  • Sender Display Address ("From')
  • Reply-To Display Name
  • Reply-To Address
  • The Only purpose of these dummy user creation is to map “Reply-to” and “From Address” as per the country/region of contact in Eloqua.

 

Image3.jpg

 

  • Signature related information will be entered in “General Info (Signature fields)” tab. It includes all the details related to the User signature.

 

Image4.jpg

 

Signature Rule

 

  • Created a signature rule to send emails on behalf of different regional leads from different country in Single deployment.
  • Senders will be dynamically define based on the country of contact on runtime.
  • Rule links the specific sender to a contact based on the field values in the contact’s record.
  • Also, we have a provision to configure Default Sender, just in case if no country gets assigned to a contact or no condition gets match with signature rule then, Default sender signature will execute.

Image5.jpg

 

  • This will work on real time based on country of Contact.
  • We also can create conditions based on CDO or Event fields (if required).

 

Image6.jpg

  • Once we done this mapping, then we simply need to use this Email step of campaign canvas.

 

Image7.jpg

 

Now we can ignore the Signature configuration in Email asset because Dynamic rule will take care of this in campaign canvas.

 

Note: For this project, the most helpful Eloqua courses for understanding the related functionalities to implement this solution were Signature rule with contact and CDO, Email fundamentals and helped me a lot in order to implement this. It was also important to have Eloqua Help Center to research Email asset setting.

 

Testing:

 

We pulled test emails including all countries through a test campaign canvas and results were as desired. Every email contained different from and reply to address based on test customer country in Eloqua database.

 

Summary:

 

We mapped this dynamic signature rule under our campaign templates so that every user is using the dynamic signature rule under email step configuration in campaign canvas. We also rolled out a quick training so that this option is not modified on campaign canvas. Today, none of our users are worried about replyto and from addresses that are tied on our emails as that is dynamically mapped based on customer country automatically. This resolved a major manual step which was required on each email / campaign.

 

Thanks,

Mukesh Satija

Getting access to a rich library of resources is sure to magnify your marketing efforts and introduce you to new and innovative ways to utilize the technology available. It's important to make sure you are taking advantage of everything available so you can maximize the time you spend learning! Here are a few of the offerings to ensure you explore!

 

Release Content

Oracle Marketing Cloud applications follow a quarterly release schedule signified by the year and quarter. For example, the release for the first quarter of 2019 is the 19A release, while the release for the second quarter of 2019 is the 19B release.


The Oracle Marketing Cloud education teams work closely with Product Development teams to provide training that helps end-users stay up-to-date with all changes and enhancements to the application. Make sure you're always visiting the subscription around release time to stay in-the-know!

 

WhatsNew.png

Learning Paths

Learning paths are collections of content, often presented in a suggested order, tied to a specific goal. Make sure to check out the offered learning paths in your subscription to guide you toward a personalized learning experience!

 

LPs.png

 

Live Virtual Classes

As long as your organization has the LVC + Digital pass, your subscription includes the option to attend classes with a live, expert instructor. These classes provide the ability to ask questions in real time, get hands-on experience with demonstrations and exercises led by the instructor, and network with industry peers. It's also a great idea to sign-up for classes at the same time with your coworkers, and use it as an opportunity to explore new features and advanced marketing techniques together!

 

To sign-up for a live virtual class:

  1. Filter by Live Virtual Class (LVC) under the Display By section. Display.png
  2. Select a course you are interested in.
  3. Click the Attend a Live Event button in the upper left, select a date and time you prefer, and click Enroll.

Enroll.png

 

Labs

All courses that are taught as live virtual classes are also recorded, so that you can watch them on your time if you can't make a class. To ensure you get the same hands-on experience as attending the live virtual classes, you also have the option of reserving a lab environment and practicing the exercises while you watch the course. To sign up for a lab, simply click the Lab button in the Resources section. Labs are always supported by exercise guides, which are accessible via the Student Guides button.

 

Labs.png

 

Accreditations and Certifications

Included in your subscription is the chance to pursue two types of recognitions - accreditations (e.g. the Eloqua Master or Eloqua Luminary) and certifications (e.g. Oracle Eloqua Marketing Cloud Service 2019 Implementation Essentials).

 

Accreditations

Accreditations, like the Eloqua Master, enable marketers to demonstrate their proficiency with the application. Each year, subscribers can take the required training and pass the associated exam to earn a badge, which can then be added to collateral, like LinkedIn or a resume, to signify their achievement and skill with the application.

 

Certifications

Included in the cost of the subscription is a first free attempt at the certification exam, along with correlated content to prepare for the exam. To learn more about the benefits of Oracle Certification and the process for taking your exam, visit the Certification homepage on the Oracle University website.

 

What's your favorite feature of the Oracle Cloud Learning Subscriptions? What would you like to see? Leave us a comment below!

If you wonder about the best time of day or night to send emails, Send Time Optimization can take out the guesswork. But the question is, can you achieve this report in Eloqua Insights? Today in this blog, I will be sharing a customized “Email Open Report” which can be used to determine the best time/phase to send an email to achieve high open rate.

 

Marketing Challenge: To understand the best time/phase when a contact opens the email.

Goal: To find the top two hours of the day where the email open rate is maximum.

Current Benchmark: As per the blog post of campaign monitor, the best time to send an email is “Afternoon”.

 

Marketing cloud courses that helped you achieve campaign success

The following marketing cloud courses really helped me to achieve campaign success:

1. Insight for Reporters

2. Insight for Analyzers

3. Advanced Criteria Functions

4. Working with Pivot tables

5. Advanced Dashboard Functions 

 

Creating your own report:

To create a personalized send time optimization report, a user needs to have access to Oracle Eloqua Insights.  These are the following steps needed to create your own report.

  1. From Eloqua home page, navigate on Analytics and click on Insights.
  2. Navigate to report catalog and click on an email.
  3. Navigate to “Email Open Overview” report, click on more and copy the report.
  4. Paste the report in the “My Folders” and rename if needed.
  5. Click on the edit button. Now, the default “Email Open Overview” report is there.
  6. Firstly Remove all the default filters and click on filters and add “Email name” filter and provide email name which is taken as a reference to achieve send time optimization. In this case, I have considered “Email name is equal to test-email” where “Test email” is the name of the email. More than one email can be added however for the start, lets select one recently deployed email.
  7. To customize the report, go to the subject area and drag any field to subject area section. In this case, “Time Span” is dragged from “Email Open calendar” folder.
  8. As we need a custom field, click on the gear icon of “Time Span” field and click on “Edit Formula”.
  9. Now, we need to add one SQL formula. Before that let’s understand the basics. Here, we are considering different phases of days as following:

Time

Phase of the Day

Time

Phase of the Day

06AM – 08AM

Early Morning

04PM – 06PM

Late Afternoon

08AM – 10AM

Morning

06PM – 08PM

Early Evening

10AM – 12PM

Late Morning

08PM-10PM

Late Evening

12PM – 02PM

Early Afternoon

10PM-02AM

Night

02PM – 04PM

Afternoon

02AM-06AM

Late Night

 

The formula is explained below for one phase “Early Morning”:

CASE

When “Email open date” is between 06AM and 08AM

Then Change the value of custom field to “Early Morning”

Else change to “Night”

END

 

To clean the data we are casting column name as time and extracting hour value from the column and again casting the value as an integer. Then adding different phases of the days in the “When” and “Then” statements. Please download the attached text file to view the complete formula for all phases of the day.

 

10. Copy and paste the below formula in the Column formula section and rename the Column heading as “Best Phase to Open Email” by clicking on custom heading checkbox. For the convenience, the full formula is attached in the separate document to reduce the length of the blog.

11. Now, Click on Result tab and a customized “Email Open Overview” report will be displayed in the compound layout.

12. Click on “New View” and create a pivot table. Click on the edit icon and sum all the unique open against “Best Phase to Open Email” column. To represent the data cleanly, we have excluded the other columns from the report.

13. Now, Pivot table is ready.

14. With the help of “Graph Pivoted Results”, data can be presented cleanly using the pie chart. Click on “New View” and navigate to “Graph” and change the chart type to pie chart to get a simplified view of data.

15. This is the final step to customize the pie chart. Click on “Edit graph properties” [xyz] icon and update “Legends” and “Data Markers” from title and Label.

Hence, our customized “Email Open Overview” report is ready with the pie chart representing the best phase to open an email. Going forward the send time can be optimized during the data of this report.

 

Step by Step explanation:

Send time optimization report from insights.gif

 

Conclusion:

Send Time Optimization allows marketers to send emails at the optimal time for each contact. The optimal time for contact is when they are most likely to open the email based on historical data of their email open times. In this report, we are collecting the open time of the contacts based on the data of previously sent campaign and utilizing that data to find out the best time to send next email. The powerful capability of insights is utilized for this report which will provide additional metrics for new school marketer in optimizing their campaign. In this case, Best phase to send email comes “Late Afternoon” (04PM – 06PM) however this change campaign to campaign and email to email. To get a more precise report, we can add multiple emails in the filter criteria or create a send time optimization report to a specific campaign. Also, analysis can be customized based on which day email has been sent or at what time email has been sent.

Introduction

 

  1. We all Experience on a daily basis while shopping online, we go to the website, select a product, check into the cart and get a filled form along with product and your details and simply make payment.
  2. My recent project requires to do the same thing with our promotional emails. As we are in the software business So should do this for better customer experience and My company also introduces an eCommerce website to make the payment method easy.
  3. Information in the Externally hosted form contains Products details and Customer profile information.
  4. Product details are stored in a CDO So, we choose to do this with the help of Field merges of Contact and Custom Object (CDO).

 

Challenge

 

The Promotional email will be having a CTA button with a link which consists of some set of parameters(External Form fields name) of the Externally hosted form to retrieve those value from Eloqua. We needed to get those values for specific customers from Eloqua contact Object and Custom Object and pass it to the variable(External Form fields name) in URL.

 

Solution

 

I suggested using field merges directly in the URL. Eloqua Values will be stored in a Field Merge and then we can use those field merges in External form field placeholder in the URL.

Ex:

External Form Field name = Prod (Supposed to contain Product value Like Prod = Product Code from Eloqua)

 

This field is looking for a product value from Eloqua So, we need to create a field merge. Eloqua CDO/Contact field merge will be having product value and we need to place it in URL.

This provides a quick, easy and simple solution for email deployment. In the example below, you’ll find a way to do this.

 

Field Merges

 

For each data point about the event necessary in the URL, a field merge was created from CDO/Contact(Product name, Product description, date, contact address, etc.). This field merge used the last created information, so the contact will receive their registration confirmation email with the most up to date information from their latest form submission.

 

Prod.png

The Email  CTA LINK

 

It is important to know the Field Merge syntax and code used to achieve personalization of URL.

Eg. Below span tag is the field merge code for Product. (The same is obtained by dragging and dropping a field merge field on the email)

<span class="eloquaemail" >Product12</span>.     Here Product12 is the Eloqua Internal field Name.

 

Create the span tag of all field merged which you want to use in URL and place in place holders of link. So, the CTA link finally will be:

Link: https://www.example.com/us/en/webstore/commerce.html?prod=<span class="eloquaemail" >Product12</span>&ctry=<span class="eloquaemail" >CountryCode1</span>&email=<span class="eloquaemail" >EmailAddress</span>

Here, Prod,ctry and email are the fields name of form where this URL will be redirected.

 

Note: The External form field variable in the URL query string must be exact same as what is in External form if the wrong variable placed in URL then it will not populate data in Non-Eloqua Form.

 

Non-Eloqua Form

A script to read the values from URL Query string is implemented on Non-Eloqua form

After the above configuration, URL consists of the field merge value in the URL query string as below.

Converted URL:

https://www.example.com/us/en/webstore/commerce.html?elq_cid=54529&prod=W2130UU-1XY&ctry=US&email=xxx.gupta@xxxxt.com

Below form fields will read data from the above URL query string and populate in the form and Customer can review and go ahead.

InkedPicture1_LI.jpg

 

Note: For this project, the most helpful Eloqua courses for understanding the related functionalities to implement this solution were Creating field Merge with contact and CDO, Email fundamentals and Field merge with Query String helped me a lot in order to implement this.It was also important to have Eloqua Help Center to research Creating custom objects and Creating field merges with custom objects.

 

Results:

 

With Field merge feature of Eloqua, Customers who are redirecting to Non-Eloqua form start getting a pre-filled form to purchase the product. That reduced a couple of steps for a customer to fill the form and we could keep using Non-Eloqua forms with no changes applied in any of the interfaces, all leads running in the new infrastructure. This was required by the stakeholder.

First of all, congratulations on passing your B2B Master exam and achieving the B2B Master accreditation from Oracle University! It's an accomplishment that takes time, focus, and dedication. But you might be thinking: Now what? Great question. The answer truly depends on what role you've taken on at your organization. So, we've compiled four simple questions that will help you determine the next steps in your Oracle Eloqua journey.

 

Ask Yourself The Following 4 Questions:

 

1. Do I want to learn more about how Eloqua can support my specific job role? If the answer is yes, consider diving into one of the role-based learning paths:

 

First.pngSecond.png

 

2. Have I explored all the features within the Eloqua platform? If the answer is no, consider attending or viewing the following courses:

 

3. Do I run reports and analyze the data within the reports? If the answer is yes, consider attending or viewing the following courses:

 

4. Is my team ready for a new or updated marketing strategy? If the answer is yes, consider attending or viewing the following courses:

 

 

If you're feeling really ambitious and want to take your marketing skills to the next level, pursue the Eloqua Luminary Accreditation. And don't forget -- you can always reach out to an education expert with more specific questions. Happy learning!

Marketing Challenge

 

Traditionally, B2B marketing teams struggle with being able to automate customer communications and at the same time offer the relevant content and personalisation that is so important in relationship-driven marketing.

This becomes even harder in the financial industry where you have highly complex regulations and silo data sources on top of long sales cycles with multiple decision-makers and influencers, just within one customer or prospect organisation.

Mapping these and getting the right message to the right decision maker, at the right time, is hard.

 

Project Overview

 

The objective was to automate digital marketing campaign design and implement Eloqua in highly regulated global financial company to initiate Marketing transformation. We were
up for the challenge and wanted to make a real difference to how we communicate to our customers. We also wanted to make a change in how we manage campaigns in much more efficient, data-driven and effective ways for our Marketers across the globe.

 

It is a multi-phased, multi-country implementation of Eloqua programme, covering:

  • Evaluating countries’ readiness for marketing automation from regulations and resources point of view
  • Onboarding countries to Eloqua (from marketing and business requirements to setting up preference center, defining contact strategy, reporting, providing templates, best practices, etc.)
  • Core committee of people (internal & external) dedicated to deliver the result
  • Transitioning and transforming the current digital marketing campaign design processes by enabling Eloqua functions and up skilling people.

 

Today, we’ve completed all these steps for 14 markets and we see this achievement as the first milestone of our digital transformation journey.

 

Approach

 

Behind this success was a small global team who:

  • Conducted Eloqua onboarding globally and in the countries
  • Trained users and new joiners
  • Onboarded partners for day-to-day support
  • Created digital assets and templates
  • And defined the role that Marketing Automation would play in the future of our B2B contact strategy.

 

This was the first agile project in our B2B Marketing done in technology area, and in the months that followed, the programme transformed from a simple marketing automation tool to a robust programme with multiple channels and a strategy that forms the global Marketing Transformation Programme.

 

Impact

 

The journey has started with 3 countries, the early adopters of Eloqua, quickly followed by other countries in the different regions. As of now 14 countries are able to create multi – step campaigns, get valuable insights using Eloqua BI and improve marketing outcome. But the most important change is to enhance customer experience. And this whole roll out has been completed in 18 months.

One of the most acknowledged benefits of the technology rollout is consistent brand communication. The availability of approved branded templates offers our customers a more consistent brand
experience across multiple channels.

 

The success of Marketing Automation is recognized globally:

  • 14 countries are live on Eloqua
  • With over 60 trained users
  • Who have designed +150 campaigns in H1 2019, 60 of which are currently live and active
  • With a global CTR over the industry benchmark
  • And a month-on-month increase in customer engagement

 

Results

 

We’ve designed and rolled out multi-step & multi-channel campaigns; events, webinars, acquisition, awareness, conversational or informative ones. And this is just the start. We’re personalising those campaigns and continually learning more about our customers and building this insight into the future campaigns.

 

Helpful Eloqua University Resources during our journey:

 

User Management

Database Security

Custom Subscription Management

Insight - Advanced Dashboard Functions

App Cloud/

MM: IP Warming Basics

Lead Scoring/

Insight - Advanced Dashboard Functions

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