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How to send follow up email to Sales team when customer did not submit "Contact-us" form

Farrell
Farrell Posts: 27 Green Ribbon
edited Apr 29, 2022 6:28AM in Eloqua

Hi,

We are going to blast a promotional campaign and would like to send a "Follow-up" email for customers who have open email or visited landing page (with the form) but did not submit their information via "Contact-us" form.

The follow up email or the form submission will send to the country Sales email address based on the [Country Code] within the form.

  1. How to setup the country Sales email address by different country and a default value if nothing is selected?
  2. Is it possible to add the form asset into the email during design?
  3. Is there a way to add Sales email address without consuming the Contact volume?

I did a simple flowchart and hope it'll help. Appreciate anybody's guidance please. Thank you.

Post edited by OIT Integration User on
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Answers

  • HongTai
    HongTai Posts: 45 Bronze Medal

    Hi Farrell,

    As a quick question, may I know if you've also tried using the Form Submit App coupled with the "Send Submitter an Email Step" with conditionals that send particular emails for particular country steps?

    Regarding your question about a form asset within an email during the design of it, it's really not recommended since Google AMP so far is the only one that supports it - otherwise, it'll probably be best to couple this with a link that goes to a page that "pre-fills" a form that they land on based on a query string lookup on the destination page.

    This 3rd question looks like it links up with your other questions in the process to automatically delete contacts - if possible, what timezone are you in? Perhaps we could quickly hop onto a screenshare and we can sort out the dedupe rules + flows. Though this then makes me want to ask the question, when you mean sales email addresses - do you mean "users" / internal team members you'd want to send a notification to?

    Looking forward to hearing back!

    Best Regards,

    Hong Tai Lee

    [email protected]

  • Farrell
    Farrell Posts: 27 Green Ribbon

    Hi @HongTai ,

    Thank you for your reply and time to understand my diagram. Some clarifications and answers to your questions:

    1. Sorry, may I know what is "Form Submit App"? Yes, most likely will use Campaign canvas & the features within Form Processing to control the flow and sending, but unlikely to use "Send Submitter an Email" because it's more to identify which medium (e.g. email, website, etc..) the contact is coming from and follow up since contact showed some form of interest.
    2. Ok, will not add Form asset within the email. However, any idea how to capture the Query String in the URL and set it to a hidden field within the form when user click on the CTA within the email after selecting the Landing page link? Editing the link resulted in losing all default query string like "elqTrackId"
    3. Not really related to the deleted contact email, although I'm still lost on getting the dedup rule to work.. haha.. To elaborate on my question, my form has a [Country] field, so I want to send to the country sales rep based on the value selected in the dropdown.I found a guide here from Relationship one where I can use to send to specific sales rep but if I'm going to add all our Sales rep into Eloqua, it'll consume quite a bit of our contact quota. Therefore, will Eloqua send email to a email address if it's not within the contact DB? Also, we are receiving many spam email contacts and I don't want these to consume our contact quota until it's verified.

    Thanks for reaching out and I'm based in Singapore (GMT + 8) and I noticed your company is based in Toronto, CA. Hence, timing would need special arrangement.. 😊

  • HongTai
    HongTai Posts: 45 Bronze Medal

    Hi @Farrell

    Alright, so the form submit app found in the cloud market here ...

    Is an app that can "submit" a form on behalf of a contact via the system. So, jumping straight to the quetsions!

    1 - In this case, we won't use the "Send Submitter an Email" step, but use the "Send Notification" Email - and the form / form values can be set up in a way that makes a lot more informative for the rep. (eg. Static values for each specific step)

    2 - Is the landing page going to be an ELQ ones? This question might be answered in our other post - and I have yet to confirm this behaviour but have managed to get it done before. Already as a backup plan as well, if we do need to go "slightly" manual, a custom HTML box could be put in as well and use some "bulletproof" buttons (OUTLOOK PROOF!!! Where it's not just the text that's clickable!)

    3 - So with the form submit that submits a submission "on behalf" of a contact, then the notification email step set up within the form could send to any rep's email address. Question is, in each branch, does it just go to one rep, or there's a system that round robins between reps? Or is it a distribution list? Also - other than just emails, are there tasks or a queue that can be used within CRM to line these alerts up?

    Otherwise, I'm even thinking that a daily agent report via Insight using CDO's could go out as well depending on how each report should segment. In any case, getting a little ahead of myself here.

    Just for fun, shoot me a time that works for your schedule and I'll stay up for it, it's always fun to be able to meet someone across the great big blue! Talk to you soon!


    Best Regards,

    Hong Tai Lee

    [email protected]

  • Farrell
    Farrell Posts: 27 Green Ribbon

    Hi @HongTai

    Thank you very much for your reply and sorry for my late response. Been trying to do up 2 webinar Campaign Canvas and had to figure out how to send email for new participants that were not in my original segment.

    In the end, I had to use multiple segments to send out different emails at different stage based on whether the participants "Registered?" or "Attended?" field value within the CDO.

    Nonetheless, back to this topic.

    In our case, it's very complicated as our Customer Account to Sales Rep is many to many relationship. Meaning the same account can be handled by multiple Sales Rep and the same Sales Rep can be tagged to multiple account.

    Any idea if Eloqua can send out email to contacts there are not in Eloqua DB? This is so that I do not add our Sales reps email addresses into Eloqua and consume the contact quota..

  • HongTai
    HongTai Posts: 45 Bronze Medal

    Hi @Farrell ,

    Glad to see you back on the forums! Interesting that you had to use multiple segments to send out different emails that way based on stage - may I know if you tried using Custom Data Object (and their CDO services + CDO program canvas?)

    Eloqua removed that capability many years back, likely because of the tightening of anti-spam laws and etc. Each send effectively needs a potential way to track their subscription statuses + history. As a note though, there is a way to delete it "automatically" like the way we discussed, but usage rates are tracked nonetheless. (eg. New contacts created / month)

    You could send notifications - or even schedule reports to send out to particular distribution lists. Depending on how your data flow is, technically an internal form submit could also be done (via a form submit app) via some update rules that look up their "rep email" then submit into a form to send a notification could be done too - that way it's just data values in a picklist.

    What sort of information do your reps need in that specific email?

    Best Regards,

    Hong Tai Lee

    [email protected]

  • HongTai
    HongTai Posts: 45 Bronze Medal

    Hi @Farrell ,

    Glad to see you back on the forums! Interesting that you had to use multiple segments to send out different emails that way based on stage - may I know if you tried using Custom Data Object (and their CDO services + CDO program canvas?)

    Eloqua removed that capability many years back, likely because of the tightening of anti-spam laws and etc. Each send effectively needs a potential way to track their subscription statuses + history. As a note though, there is a way to delete it "automatically" like the way we discussed, but usage rates are tracked nonetheless. (eg. New contacts created / month)

    You could send notifications - or even schedule reports to send out to particular distribution lists. Depending on how your data flow is, technically an internal form submit could also be done (via a form submit app) via some update rules that look up their "rep email" then submit into a form to send a notification could be done too - that way it's just data values in a picklist.

    What sort of information do your reps need in that specific email?

    Best Regards,

    Hong Tai Lee

    [email protected]