Introducing Events Module – Your Campaign Management Master in Eloqua

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We all know that Oracle Eloqua's campaign canvas is an easy tool to manage a multi-step campaign, however, what if there is a series of events under the same topic?  Or, if you have recurring events happening at different times and different locations? Let’s take a break and think about that process using campaign canvas

Assuming we want to promote our new product in ten cities across the country, we would need to set up 10 campaigns in campaign canvas. Thinking about all of the assets, each one would then need a landing page, a form, and an average of 3-5 emails. If we have ten sessions (meaning ten campaigns), we would need 10 landing pages, 10 forms, and possibly 50 emails! Monitoring and/or manually updating the attendees once they interact with that campaign also takes time. Not to mention if there is limited access and you would like to set up a waiting list. Think about all of resources needed to make that happen.

As you can see, it can be a very effective process, but tedious at the same time.  

The Eloqua Events module is the perfect solution for those looking to get the same results with less effort. Let’s take a look:

First, navigate to Eloqua, Orchestration, Tools, Events. 

 

Click Events on the top left and open a new event registration:

 

Name the event and fill out the information. As you can see here, in the event module, we have four sections: Event Overview, Registrant Info, Event Details and Event Actions. Let’s look closely at each of them:

Event Overview

In this section, you can see the name and description of the event, view the number of registrants, and manually manage their status.  

Registrant Info

In this section, you link your Eloqua enrollment form and configure the field mapping between events and form.

Event Details

In this section, you will fill out all the information you need to show in your communication emails such as date, time, topic, and access code. All of the fields in this section can be field-merged in emails.

Event Action

In this section, you will need to configure which actions should be triggered under certain circumstances. For example, you can send out a reminder email for your event one day before the date it will be held. You can even manage a waiting list in this section should it be applicable.

Again, while campaign canvas is an amazing tool, the events module in Eloqua can make the planning of any event a breeze. If you are interested in learning more about the Events module, email info@sfcg.com. We are more than happy to help you!

Oracle SRM June 2017 Upgrades

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Oracle Social Network has announced the updates to Engage and Listen and work began in early June. If you are using SRM, check out the new upgrades and enhancements including Instagram posts in Listen! 

ENGAGE UPGRADE
 
Starting June 8, 2017, all users are now automatically directed to the new Engage interface when accessing it from within Oracle Social Cloud or from a bookmark. The new Engage interface will be the default experience for all users. Users will have the option to access the Classic Engage interface via the Back to Classic Engage link until July 20, 2017
 
ENGAGE ENHANCEMENTS
 
The following Engage enhancements make it easier for you to be more effective and proficient in responding to multiple messages. When using the new Engage, you can:
  • Filter by any or all selected labels

  • Display multiple photos in Tweets

  • Filter to unread posts and comments/replies

  • View a side panel that displays message activity

  • Display photos and videos for Facebook offers

 
INSTAGRAM POSTS WILL BE AVAILABLE!
 
On June 26, 2017, all active Listen topics with the Social Sites content type selected will begin collecting Instagram posts. Topic search terms will match Instagram post hashtags. Instagram posts will be shown in Listen with their associated images and videos.
 
Oracle Social Cloud customers can get insights from Instagram hashtag mentions in the Listen dashboard and see attached photos.
For customers who want to exclude Instagram content from topics, use the Source/Post URL filter and exclude instagram.com. Instagram posts will be matched only based on hashtags: caption text will not be matched. 
 
 

Eloqua From Best Practice: The First Step to Knowing Your Customer

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Marketers use forms as a data collection tool to get a better picture of their audience. At the same time, forms can also facilitate customer transactions with your organization, for example:

  1. Signing up for newsletter, demos, free trials
  2. Registering for special events and seminars.
  3. Managing account preferences (the frequency and content a certain audience is interested in)
  4. Gating content in exchange for contact data

Well Eloqua makes it super easy to create a form, so let’s take a look:

Basic Settings:

Click the ‘assets’ tab from the homepage and choose ‘forms’. There are two options for you; either create a blank form or integrate an external form. I chose create a form here which then takes you to template chooser. Choose a blank form or use an existing template.

First you will need to name the form and decide the overall settings of the form. Simply click the little arrow located on the right top of the screen, and click settings

Form creation

Now there are three main parts on the screen: the tool bar, the work area, and the configuration panel.

First, taking a look at the left side of the screen, there are three purple icons called ‘Contact Fields’, ‘Custom Fields’, and ‘Field Groups’.

Choose the tool bar to select the fields you want for your form. In the screenshot, below I dragged ‘First Name’ ‘Last Name’ and ‘Email Address’ into the form.

Then, moving on to the ‘Custom Fields’, there are many different formats you can choose from that give your audience the ability to interact with your forms in different ways, including ‘Single Line Text’ ‘Paragraph Text’ and many others. I dragged the ‘Single Check Box’:

The last one, ‘Field Groups’, is a collection of commonly grouped fields. But we will explore this later on.

*At the bottom of those three, there is an icon called ‘Progressive Profile’, which will send the audience another form to fill out when they have given certain responses. (You know, to further collect useful data or to remind the audience about an event).

Customize the filed

Next, when you click into any field, it will take you to the field settings on the right. You can customize the field instructions, size, and data types.

By clicking the validation tab button, you can select the box to make the blank required or that it must contain an email address, among other criteria as you can see below.

The next step in creating a good form is to click the pre-population tab, and specify the text field that you want to appear on the field when opened. You can provide a static value, such as an email address for example. Or you can use a field merge, and pre-populate the field if it is an already known contact in your database so that a returning customer would not need to retype the information again.

Also you can use the field label and field instruction to give your audiences instructions with more clarity of what you need them to fill out. You also can drag the field to put the boxes in whatever order necessary to make the form more logical for the audience.

 

In the end, remember to keep your from short, clean and easy to read. Putting in the work on the front end makes the customer experience much better because it makes the interaction with your company easy.  Oh, and don’t forget to save the form so all of the work you put in doesn’t go to waste!