- 3,677,391 Users
- 7,784 Discussions
- 12,840 Comments
Forum Stats
Discussions
Howdy, Stranger!
Campaign Canvas Notes
Hi Topliners,
Versioning in Eloqua is an afterthought, and keeping track of changes can prove difficult.
For campaign canvases, leaving steps around can work as breadcrumbs, but only so much, as canvases gets quickly crowded and space is limited.
I'd like to be able to drop notes on the campaign canvas to keep track of why certain steps are set up a certain way, and to keep track of changes throughout setup, but also after first activation.
(This, should not be handled by making successive copies of a working canvas. No no.)
This would be helpful for one's own reference, and for other team members that may need access to other team members' assets.
This could live as sticky notes that could be toggled in and out of view, or companion step icons, similar to Forms in Email steps.
But given rendering limitations, a notepad-style side menu would work just as well.
What do you think?
Cheers,
Morgan
Comments
-
Post-its on the campaign canvas enable our users to self-serve on more sophisticated campaigns and help colleagues collaborate in non-real time. It's critical to any sort of advanced programming, where you may review and come back to tweak the campaign for months or more.
In some cases, we can use the Description fields or a custom field, but for something I want users to be sure to do right, post-its are really the only way.
-
Post-its on the campaign canvas enable our users to self-serve on more sophisticated campaigns and help colleagues collaborate in non-real time. It's critical to any sort of advanced programming, where you may review and come back to tweak the campaign for months or more.
In some cases, we can use the Description fields or a custom field, but for something I want users to be sure to do right, post-its are really the only way.
Thank you Tressa, Post-Its on canvas sound great!
How does this manifest, are you using an app?
Any pointer on how to implement would be appreciated -
This is obviously a very desired want... there are 2 other similar requests out there as well:
-
This is obviously a very desired want... there are 2 other similar requests out there as well:
Now we need a way to combine those request and add up the points!
-
This feature was released in 18C: https://cloud.oracle.com/en_US/saas/readiness?offering=marketing-eloqua&version=18c . More documentation here: https://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/Help/Campaigns/Tasks/AddingNotes.htm?cshid=StickyNotes
-
This feature was released in 18C: https://cloud.oracle.com/en_US/saas/readiness?offering=marketing-eloqua&version=18c . More documentation here: https://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/Help/Campaigns/Tasks/AddingNotes.htm?cshid=StickyNotes
Thank you @Christina M. Craver-Oracle!
