Eloqua's Tip Tuesday: Using Campaign Fields to Super Charge Your Reporting
Did you know....
Campaign fields are a great way enhance reporting and provide you with an effective way to aggregate campaigns by Attributes. Think of campaign fields as additional meta-data, or tags you can add to filter or group campaigns.
Campaign fields can also be customized and, once added to your campaigns, they will show up in reporting as an attribute that you can pull into your reports as a filter, column or prompt. This is extremely useful when creating benchmark reports and grouping together campaigns by campaign fields to show aggregated level results.
Campaign fields can be found within the Campaign Canvas area. Open a new or existing Campaign > Options > Campaign fields.
Three campaign fields available by default - Product, Type, Region:
If you need more flexibility or want to add additional fields you can create additional custom fields: https://docs.oracle.com/en/cloud/saas/marketing/eloqua-user/Help/ContactFields/Tasks/CreatingContactFields.htm
Curious how to get started using Campaign Fields?
Here are a few use cases examples to get started on how you can use campaign fields:
- Benchmark – one of the more common use cases is to leverage campaign fields to build out your benchmark reports. Easily pull in campaign fields to aggregate campaigns by your desired level
- Exclusion – you may want to test campaigns, or have outlier campaigns you need to run that you may not want to include in reports. You can use campaign fields to classify a Test Group and create a reusable filter in Insight to remove them.
- Dashboard Filter – campaign fields can be added as a dashboard filters to efficiently display data across product lines, regions and/or your desired attribute
Extra tip: If you’re looking to ensure that campaign fields are always populated, you can make these fields required (Database Management >Fields and Views> and look for check boxes to make field mandatory). Thus when users try to save campaigns, it will remind them to select a campaign field(s). This ensures you always capture campaign fields and don’t miss out any campaigns in reports!
How are using campaign fields? Any examples, you'd like to share? Drop a comment below to share your insights with fellow Eloqua users.
Thanks for sharing your tip, @Otilia Antipa-Oracle!
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Group Product Manager, CX - Marketing: Eloqua