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Eloqua's Tip Tuesday: Using Campaign Fields to Super Charge Your Reporting

JodyMooney-Oracle
JodyMooney-Oracle Product Management, EloquaPosts: 361 Employee
edited Jun 28, 2022 7:13PM in Eloqua

Welcome our “Tip Tuesday” post for Eloqua! Each week we post interesting tips and tricks for Eloqua users, on Tuesdays. This week's tip has been shared by @Otilia Antipa-Oracle, one of our Eloqua Product Managers! To see more Tip Tuesday posts, head here.

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: 

  1. 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
  2. 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.
  3. 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!

Have an Eloqua tip you would like to share for a future “Tip Tuesday” post? Drop me (@JodyMooney-Oracle) a message via Topliners with your tip including any relevant screenshots/links to help share your favorite tips with fellow Eloqua users 😀 If your tip is selected, we’ll tag you in the post too!


Group Product Manager, CX - Marketing: Eloqua

Post edited by JodyMooney-Oracle on