Eloqua's Tip Tuesday: Scheduling segments to be sent by email on a set schedule
Welcome to “Tip Tuesday”! Each week we post interesting tips and tricks for Eloqua users, on Tuesdays. To see more Tip Tuesday posts, head here.
This week's tip has been shared by @ShilpiBhatt-Oracle, an Oracle Senior Technical Account Manager.
Did you know that you can send segments directly to your inbox (csv format) on a set schedule?
Many times, customers come to us asking if they can have segment exported in an automated way. For example, a customer may want to send A1 lead score contacts to sales team. Luckily, the answer is YES, and it's straightforward to do so!
Let's walk through the steps:
Create a segment -> for example: contacts with A1 lead scores to be send to sales team.
Now, go to Audience -> Tools -> Data Export and Import -> Data Export -> click on “+” sign -> fill in the below details like Export Name, when you would like to run the export and to whom the notification should go under “Export Settings” tab.
Now, fill in Data tab -> data set, data type, contact view and segment name.
Later, hit save. Your export is saved and will run on scheduled day and time.
To test the report -> Go to Overview tab of the export section and hit run now. It will send the segment to your inbox.
And that's it!
Thanks for the great tip @ShilpiBhatt-Oracle!
Do you schedule segments to be sent? What's the most common way scenario you use this in? Let us know below!
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
That's great tip but.... is it possible to schedule it twice a day: 10 am and 6 pm? I cannot see such options. I think that the solution could be to create two different rules with two different hours with the same day set.
And a little hint from me.
I was wondering if you could put more than one recipient's email address in the export setting in address field ... and you can.
So, you do not need to create separate rules for different e-mail addresses, but the same report can be sent to many recipients by entering e-mail addresses after a comma.
Hi @Iczek , Currently, there is no option to schedule it twice a day at different times. Yes, you can create two reports with two different hours within the same date.
Thanks, @Iczek . It's a great hint.
This tip is super helpful and I've already implemented for 2 of my clients. I want to call out that when setting the schedule, selecting the days of the week is actually deselecting them so make sure you for the days you want the report, that day of the week is bold - see screenshot for a schedule to be sent every Monday at 8 am PT.