Professional Documents
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EXERCISE GUIDE
FUNDAMENTALS
COPYRIGHT STATEMENT
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2011 Eloqua. All rights reserved.
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trademarks of Eloqua Corporation.
Disclaimer
Eloqua Corporation will not be held responsible for any errors or omissions contained in this
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ELOQUA
TABLE OF CONTENTS
1.1
1.2
1.3
1.4
1.5
1.6
10
12
12
15
17
21
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
3.1
3.2
3.3
3.4
3.5
3.6
37
38
39
40
41
43
45
47
48
50
FUNDAMENTALS
6.1
6.2
6.3
6.4
6.5
57
61
64
64
65
7.1
7.2
7.3
7.4
7.5
7.6
7.7
67
69
70
72
73
74
76
Copy Form
Modify Layout
Publish to Form Landing Page .
82
83
85
Review ...
87
ELOQUA
AGENDA
DAY 1
During Day 1 of Fundamentals, you:
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9
9
9
9
9
9
9
9
9
DAY 2
During Day 2 of Fundamentals, you:
9
9
9
9
9
9
9
*NOTE: Some items from Day 1 may carry over to Day 2 depending on the class pace .
FUNDAMENTALS
ELOQUA
Prospects are unique individuals in the database who do not have an email address.
Contacts are individuals with an email address and a known level of permission
(subscribed/unsubscribe). All Contacts must have an email address and are automatically
deduplicated by email address.
Eloqua Education Services | 7 of 91
FUNDAMENTALS
Companies store information about companies and can be linked to both prospects and
contacts.
Visitor Records are also referred to as Profiles. This is where digital body language is
captured. All of the information from IP address, cookie and tracking script is captured
in the Profile. Multiple Visitor Records can be linked to one Contact.
Each data entity has a distinct data table to store information. The
Contact Data Table allows for up to 250 Contact Fields, such as First
Name, Last Name, Email Address, etc.
ELOQUA
FUNDAMENTALS
Exercise 1.1 Manually Add Contact to Database
1.
2.
3.
4.
5.
6.
7.
ELOQUA
What is Segmentation?
Segmentation refers to the ability to locate a portion of the database in order to target
that particular slice of the database. Two segmentation tools covered in this class:
1. Contact Groups
2. Contact Filters
FUNDAMENTALS
Exercise 1.2 Create Contact Group
1.
2.
3.
4.
5.
6.
7.
Go to http://trainingdocs.eloqua.com
Click on Eloqua Fundamentals
Click on Upload Contacts
Save to Desktop, Open file
Add self to file and save as CSV
Return to the Training Docs Window
Click One zipped file link under HTML Sample
Save to your Desktop
Unzip folder (specific instructions follow)
ELOQUA
FUNDAMENTALS
ELOQUA
Exercise 1.4
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
FUNDAMENTALS
What is a Contact Filter?
A Contact Filter is a dynamic search tool that searches the
database for contacts who meet a set of criteria and returns real
time results.
Contact Filters use a combination of three types of criteria (Contact
Field, Activity, and Inactivity) as well as wildcards (*) and Boolean
values to create a powerful filtering tool. Each filter can contain up to 15 separate
criteria.
ELOQUA
Exercise 1.5
10.
11.
12.
13.
14.
15.
16.
FUNDAMENTALS
Step Two: Add Field Criteria Using Single Select List
17. Drag-and-drop Contact Field from the Field Based Filters area
18. Click in the empty field to the right of Contact where the value
in
19. Search for State
20. Use the drop down arrow next to State of Province to Select
Item
21. Click OK
22. Keep does and change Equal to Have a value in
23. Click in the empty field to the right of Have a value in which
opens the Create Quick List Window
24. Click on the field next to Populate from a Select List
25. Search for State and choose Select Item from the drop down
arrow next to State
26. Click OK
27. Place a check mark next to all States or Provinces you wish to
filter on, then click Populate
28. Click Save and then Close
29. Click Apply
30. Save Filter
ELOQUA
NOTE: If you want to combine the two Boolean Values (i.e. use both AND as well as OR)
switch to Advanced Mode. Then you can build complex logic, such as
(Criteria 1 AND Criteria 2) OR Criteria 3
FUNDAMENTALS
Eloqua has you covered and automatically helps you stay in compliance with
unsubscribes. Eloqua places any Contacts who are un-marketable, such as unsubscribed
or hard bounceback status, and places them in the System Exclude area of the
distribution Excluded area.
ELOQUA
Exercise 1.6
NOTE: Many times in Eloqua when you click Save, you are presented with additional
options. It is best to choose Save and then Close, rather than Save & Close.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
FUNDAMENTALS
ELOQUA
Both Email Folders and Email Groups organize. Email Groups have POWER, they allow
for:
Roll-up Reporting
In the email area, you cannot move emails between Email Groups because of the
reporting that is tied into where the email is stored. This means it is very important
when you are creating or copying an email to choose the email group carefully.
DEMO
Note: Remember Email Groups are generally created by Admins because of the Email
Group Super Powers
Exercise 2.1
FUNDAMENTALS
When working within emails in Eloqua you need to decide what type of link is
appropriate for each hyperlink. You can choose between Direct and Redirect Links.
ELOQUA
Exercise 2.2
FUNDAMENTALS
Exercise 2.3
ELOQUA
Exercise 2.4
3.
4.
5.
6.
7.
8.
FUNDAMENTALS
Test send is used for internal testing. You can test send to up to 5 Contacts at a time.
This type of sending adds *TEST* to the beginning and end of the subject line. It
allows for re-sending and it does not capture any reporting information.
Quicksend is for sending live emails to a small group of people (up to 25). This type of
send does have special Quicksend Reporting and it does allow for resending. If your
company has purchased Eloqua for Microsoft Outlook (ELMO), all emails sent via Email
are sent using Quicksend.
Batch Send requires a distribution list. There is no limit to the number of recipients.
There is extensive reporting around all Batch sent emails. This type of send checks to
see if the recipient has received this particular email before if so, it excludes that
person from receiving the email a 2nd time.
ELOQUA
Exercise 2.5
FUNDAMENTALS
ELOQUA
Exercise 2.6
FUNDAMENTALS
13. Click OK
14. Go to the Select an Area to Edit drop down and choose
Headline
15. Type in a headline for this email
16. Click Next (You add most of the content after you have finished
the Wizard and the email is saved)
NOTE: The Email Checker checks the links and underlying HTML code in an email.
Since you have not done much to this email yet, you skip this step to save time. You
also have access to the Email Checker from the Test Send window.
NOTE: It is recommended that you complete the Template Email Wizard and then do the
majority of your editing from the Email Editor window.
ELOQUA
Exercise 2.7
FUNDAMENTALS
Exercise 2.8
ELOQUA
FUNDAMENTALS
Signature Rules are a more advanced use of Signature Layouts. Signature Rules
determine which Eloqua Users information to pull into the Signature Layout based on
criteria associated with the recipient. For example, if the email recipient is in Texas, use
the Texas Salespersons information in the Signature Layout.
When you Insert a Signature Layout into an email, you only see a place holder that says
Signature Layout ### like in the image below.
Note: Auto-Responder Emails are emails that the system sends out automatically. This
type of email does NOT support Signature Layouts. The email fails to send when a
Signature Layout is placed into an Auto Responder Email.
ELOQUA
Demo
FUNDAMENTALS
Exercise 3.1
ELOQUA
Demo
4.
5.
6.
7.
NOTE: Edit Agent Settings (under Setup > My Settings) is also where you go if you need
to change your password or if you want to check which time zone you are in according to
your Eloqua install.
FUNDAMENTALS
Exercise 3.2
ELOQUA
Best practice: Whenever you copy an email make sure you change the subject line.
Best practice: Always unlink before trying to change or replace a hyperlink.
Eloqua Education Services | 41 of 91
FUNDAMENTALS
An ADC Rule is the collection of criteria and content which is based on specific values in
a Contact field.
Every ADC Rule must have a piece of default content. This is the content that is shown
to the email recipient who does not fit any of the outlined criteria.
ADC can be added to both HTML emails and Template emails. ADC Rules are created
specifically for one email type or the other. Therefore you have HTML email ADC Rules
and you have Template email ADC Rules.
If you are using a Template email, you must have Blue Zones. This means the email
must use either the Intermediate or Advanced Template. The Simple (or one column)
Template does not have any Blue Zones and, therefore, does not support ADC.
ELOQUA
Demo
ADC Rule
Step One: Create ADC and Choose Default Content
1.
2.
FUNDAMENTALS
Step Two: Add Criterion
11.
12.
13.
14.
15.
16.
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18.
19.
20.
21.
22.
23.
24.
ELOQUA
Exercise 3.4
Insert ADC
Step One: Add ADC to Copied Email
25. Communicate > Email Marketing > Email tab
26. Open the email with your signature layout under My Recent
Items by double clicking on the email name
27. Click in the Blue Zone (right hand column of your Template
Email)
28. Click Add ADC
29. Search for the ADC Rule the instructor just demoed
30. Click Select
31. Click OK
32. Save email
Note: If you ever need to remove or replace ADC, open up the Email Editor, click on the
ADC and use the Remove button along the top of the editor window.
FUNDAMENTALS
Step Two: Preview ADC
33. After you have Saved your email, click the Content button
(upper right)
34. Choose Preview Email
35. On the right hand side of Preview is a drop down for viewing
the different pieces of content within the selected ADC Rule
36. Preview each of the pieces of Content
37. To return to the Email Editor, click the Content button (upper
right) and choose Edit Email
Note: Preview is not the most reliable way to check how the email displays in an email
inbox. Use Test Send or run a Deliverability Test for the most reliable results.
ELOQUA
Exercise 3.5
FUNDAMENTALS
Exercise 3.6
7.
8.
ELOQUA
These metrics can be seen at the email level, the email group level and the entire install
level. You start by looking at one leaf (i.e. email metrics), then at one tree (email group
metrics) and finally the entire forest (email overview metrics).
FUNDAMENTALS
Exercise 4.1
What is the open and click through rate for your Template email?
1. Go to the Email area and locate your Template email
2. Click on the drop down arrow and select Email Dashboard
What is the open and click through rate for our Email Group?
1. Go to the Email area
2. Locate our Email Group
3. Click on the drop down arrow and select Email Group Dashboard
What is the current open and click through rate for all of the Emails in
the database?
1. Go to the Report Console (Evaluate > Reporting > Report Console)
2. Search for batch executive
3. Click on Email Batch Executive Overview report
4. Choose the time range of last week
5. Click View Report
ELOQUA
What is a Hypersite?
A hypersite is a domain which can host landing pages.
Admins create hypersites. However, any Eloqua user with access to the Hypersites area
(Communicate > Hypersites) can create Generic or PURL Landing Pages. Form Landing
Pages are created in the Forms area (Automate > Forms).
All three types of landing pages can
Support Field Merges (For example, First Name)
Host Pre-Populating Forms
Be Created Without IT Involvement
FUNDAMENTALS
If you are looking for a Generic Landing Page you need to go to Communicate >
Hypersites. Then click the + next to the hypersite where your landing page lives. Then
scroll past all of the PURL and Form landing pages.
ELOQUA
Exercise 5.1
3.
From the list of available Hypersites, select the site that has been
assigned to you for this class then click Select Hypersite.
Enter the Generic Landing Page Name.
*This name appears in the URL
Click Save - The page refreshes and the HTML Editor appears.
Design your Generic Landing Page using the WYSIWYG editor.
If you want to use HTML code created outside of Eloqua, click
Switch to Source Mode to access the Source Mode editor.
Add text, images, alt tags and field merges as instructed in
class
Click Save
Preview your Generic Landing page by clicking the created URL
in the Generic Landing Page Name in URL field
*Note that the URL contains /content/*
4.
5.
6.
7.
8.
9.
FUNDAMENTALS
NOTE: Under Hypersite Options on the Get Started bar there is the option to Create New Hypersite.
This creates a brand new domain and requires IT setup. Only Admins should choose the Create New
Hypersite option.
Exercise 5.2
NOTE: Whenever you are inserting a hyperlink to a landing page created within Eloqua (i.e.
Generic, Form, or PURL pages) use the Send to Hypersite/Hosted Form option.
When using the Send to Hypersite/Hosted Form hyperlink you must select which hypersite your
landing page is stored on, then select the type of landing page (PURL, Form or Generic) and
finally use that drop down to locate your landing page.
ELOQUA
FUNDAMENTALS
Form Processing Steps are like speedboats that can move data from the Form Data area
out to the database at large AND automate certain processes such as sending a
confirmation email to every person who submits a form. Form Processing Steps are
covered in the next chapter.
ELOQUA
Exercise 6.1
FUNDAMENTALS
Whats in a Form?
The Form Name, International Language Support and Form hosting information above
makes up the Form Details. This information remains available to you by navigating to
the form and double clicking on the Form Name under My Recent Items or from within
the Form folder tree.
The Form Data area is created as soon as you click Create Form. This is also accessible
from the drop down arrow next to the form name.
ELOQUA
The Landing Page template works as a stand along landing page with a unique URL.
This page exists in order to push people to the page to fill out the form. The Basic Form
Template is just the guts of the form. There is no formatting, only the form fields and
the submit button. The Basic Template is meant to be embedded onto a Generic or
PURL Landing Page.
FUNDAMENTALS
After you add a form field, it is a best practice to double click on the form field to open
the Additional Field Properties. This is the area where you can edit the following:
Field Name as it appears in Reports
Form Field Type (Text box, Check box, Single Select List)
Field Width & Height
Is the Form Field Required?
Validation
Prepopulation
ELOQUA
Exercise 6.2
Now that youve configured the Form Details, you can create the layout, also known as
the Form Landing Page (Visitor Facing).
Step One: Form Layout Name, Template & Theme
1.
2.
3.
4.
5.
6.
7.
Select a Form Theme (In training install search for ef and select
EF Theme Working)
Click OK
NOTE: Your Form has a name. Your Form Layout has a name. It is the Form Layout
name that is used to build the URL for the Form Landing Page. It is important to jot
down the form layout name so that when you are searching for your form landing page to
insert a hyperlink into an email, you know what name appears at the end of the URL.
FUNDAMENTALS
Step Two: Add Form Fields
Activate the form fields menu by clicking in the box that says Click
here to start adding form fields
NOTE: Once you click in this area of the layout, you have access to
the form field buttons along the bottom of the editor.
1.
Click Add Contact Form Fields - Select from the list of available
fields to add the following:
a. First Name
b. Last Name
c. Email Address
2.
ELOQUA
3.
4.
5.
Click Add New Form Field and select Large Text Input
Rename the form field on the visitor facing layout
Double click on the field to access Additional Field Properties
a. Update the Field Name in Additional Field Properties This
is the name used in Reports
b. Make sure Field Type is Large Text Area
c. Update Field Height to 100
d. Close Additional Field Properties by clicking the black X
6.
7.
FUNDAMENTALS
Exercise 6.3
Exercise 6.4
Save the Form Layout while inside the Form Layout Editor
Click Publish to Landing Page
Select the hypersite to publish to Use the one assigned to you by
your instructor
The Landing Page Name is prefilled with your Form LAYOUT
Name, this appears as the tail of your URL
Enter a Browser Title which appears as the title at the top of the
web browser window or browser tab
Click Publish Form
Preview your form by clicking the Form Landing Page URL
Complete and Submit the Form
NOTE: Even without configuring Processing Steps all form submissions are captured in the
Form Data area.
NOTE: It is possible to delete submissions from the form data area so that test submissions
do not enter into your reporting metrics.
ELOQUA
Exercise 6.5
FUNDAMENTALS
In this Chapter you configure the six most commonly used form processing steps:
Confirmation Page
Save to Contact Table
Update Existing Record or Data Object
Send Email
Email Notification
Add to Contact Group
ELOQUA
Exercise 7.1
By default the Confirmation Page Processing Step is automatically created for every
form. It is best to check the configuration before adding additional processing steps.
1.
2.
3.
4.
5.
6.
NOTE: If you want to create a custom confirmation page, you can click NEW instead of
choosing from the drop down of already created pages. Please do not set your
confirmation page as the default. Also do not edit the Default confirmation page as this
is the page that all forms link to by default.
FUNDAMENTALS
To preview a Confirmation Page, select it from the drop down and click Edit. Then scroll
down to the bottom of the Edit window and choose Preview.
NOTE: Adding the name of the Confirmation Page to the Description line in the Edit window
above means that, the page name now appears on the List Processing Steps screen. This
helps to tell a story of what the processing steps are doing without having to open each step.
ELOQUA
Exercise 7.2
This processing step adds brand new contacts into the database.
1.
2.
3.
4.
5.
6.
7.
8.
FUNDAMENTALS
Exercise 7.3
This processing step updates existing contacts with all of the form fields that you map to
contact record fields. All of these updates follow the logic applied from the Contact
Update Rule. If there are form fields that you do not map in this processing step, that
information is not pushed into the database; it is only be captured in the Form Data area.
1.
2.
ELOQUA
NOTE: Many processing steps can be set up with Conditions. At the bottom of the edit
window if you see the This Processing Step Gets Executed header with "Always"
selected, this means you could configure this step to be conditional instead.
FUNDAMENTALS
Exercise 7.4
This step sends a specific email to the form submitter. This email is sent out within 15
minutes of the form submission.
1.
2.
ELOQUA
Exercise 7.5
This step sends an email to a specified email address of an Eloqua User to give them
notification of every form submission.
HINT: The term Notification is always a clue that the email is to an internal user.
1.
2.
3.
4.
5.
Open Form
Click Processing Steps button and choose Add Processing Step
Select the Email Notification processing step
Click Add
In the Description Line, type in the name of the person who
you want to receive this notification (Bob, Catering Coordinator)
6. On the Recipient Email Address line keep Source Type as
Constant and type in the recipients email address (For class,
type in your own email address)
7. Leave the remaining Required Parameters as they are
8. Under Optional Parameters, click Append next to Custom
Subject Line
9. Change Source Type to Constant
10. Type a Subject that is informative to the recipient
11. Click Save and then Close
FUNDAMENTALS
Exercise 7.6
This processing step adds the contact associated with the form submission to a specified
contact group. This is extremely helpful for future segmentation and targeting.
1.
2.
3.
4.
5.
Open Form
Click Processing Steps button and choose Add Processing Step
Select the Add to Contact Group processing step
Click Add
Match Email Address to the Form Field containing email
address
6. Next to Contact Group make sure Source Type is Constant
7. Click in the blank Value field next to Contact Group to open the
Search window
8. Search for your Contact Group, click on drop down arrow next
to your Contact Group and choose Select Item
9. Click OK to exit the Search window
10. In the Description line, type in the name of the Contact Group
you selected
11. Click Save and then Close
ELOQUA
NOTE: Your Processing Steps List should now show six processing steps with
descriptions for each.
To access the Processing Steps List, open your form and click on the Processing Steps
button (upper right). Then select List Processing Steps.
Answer Key:
1. Save to Contact Table
2. Update Existing Record or Data
Object
3. Send Email
4. Email Notification
5. Add to Contact Group
6. Confirmation Page
FUNDAMENTALS
Exercise 7.7
Test Form
Step One: Test Processing Steps
1.
2.
3.
4.
5.
In your inbox, locate the email containing the link to the form
landing page (From Exercise 8.5)
Click on the hyperlink to your Form Landing Page
Are the first and last name pre-populating?
What happens if you enter your name in the email address field?
Enter a fictional job title for yourself then go search for your
Contact record. Did this new job title populate the database?
ELOQUA
FUNDAMENTALS
Another scenario when Alternate Layouts are helpful are if you want to have a Form
Landing Page and also have a Basic Form that you can embed onto a Generic or PURL
Landing Page.
Exercise 8.1
3.
4.
5.
NOTE: You do not need to apply a Theme to a Basic form. The theme is for the look and
feel and, therefore, only is appropriate for the Landing Page Template.
ELOQUA
Step Two: Add Form Fields
Activate the form fields menu by clicking in the box that says Click
here to start adding form fields
1.
2.
3.
4.
5.
6.
Exercise 8.2
3.
4.
5.
FUNDAMENTALS
Exercise 8.3
ELOQUA
Copy a Form
Modify the Form Layout
Publish to Form Landing Page
FUNDAMENTALS
Exercise 9.1
Copy Form
1.
2.
3.
4.
5.
6.
7.
8.
ELOQUA
Exercise 9.2
3.
Click the Layout name for the Landing Page layout to open the
Layout Editor
Type in a new name for the Form Layout Display Name
4.
NOTE: The Form Layout Display Name is the end of your URL. You must have a new
name in order for the URL to know which layout you want to display.
5.
6.
FUNDAMENTALS
7.
8.
9.
10.
Add a new field (Country) from the Add Contact Form Field
Double click on the field to open Additional Field Properties
Change the Field Type to Select List
In the Select List Value Choices drop down choose the Country
select list
ELOQUA
Exercise 9.3
1. Inside the Form Layout Editor, click Publish to Form Landing Page.
The Publish Layout to Form Landing Page window appears.
2. Select an available site to publish to.
For this exercise select the site that has been assigned to you for use during this class.
3. Enter a Browser Title.
This appears as the title in the web browser window.
4. Publish the form.
Click the Publish button. The form layout is then published to a form landing page
on the Internet and is now accessible via the generated Form Landing Page URL.
To preview your form in the browser, click the generated Form Landing Page URL.
5. Complete and Submit the Form.
FUNDAMENTALS
If you change any form fields, then you need to go in and revise the Update Existing
Record step. Otherwise, the new fields you added to the form layout are only being
captured in the Form Data area and not being updated in the database as a whole.
If you are going to use the Send Email step you need to attach a different email that has
the appropriate message for this form.
If you are going to keep the Email Notification step, you may need to change which
internal resource is being sent the notification. Remember this step sends an email for
every form submission, so if you are expecting a high volume of submissions this step
should not be used.
Finally, each form should have its own Contact Group. That way in the future you can
segment based on what forms a Contact completed. So you need to update the Add to
Contact Group step with a different Contact Group.
ELOQUA
Segmentation:
What are the two ways you learned to segment the database?
1.
2.
Which of these is considered more dynamic? Why?
FUNDAMENTALS
Distribution Lists:
Where do we find Distribution Lists? Email area or
Contact area?
Emails:
ELOQUA
Emails (cont.):
There are 3 ways to send an email: Test, Quicksend and Batch.
Which one of these sends a live email to a maximum of 25 Contacts? ________________
Which one requires a distribution list? _____________________
Which one is limited to only 5 recipients and has zero reporting? ____________________
There are 3 layers to a template email, what are they in the order you use them to build
the email?
1.
2.
3.
The Theme determines what in the template email? _______________________________
How do you get to the Email Details area?
Hyperlinks:
If you are inserting a hyperlink in an email to your corporate website, should it be direct
or redirect?
If you are inserting a hyperlink to a PDF or 3rd party website, should the link be direct or
redirect?
True or False If you are inserting a hyperlink to a Generic Landing Page you use the
Send to Webpage option.
FUNDAMENTALS
Hypersites:
What is a hypersite? ______________________________
Would any Eloqua user want to create a new hypersite?
_____________________________
What are the 3 kinds of landing pages?
1.
2.
3.
Forms:
Which is the only step set up by default for every new form?
ELOQUA
Forms (cont.):
Which step adds brand new contacts to the database?
Which step uses an Update Rule to apply logic to how data is updating the database?
There are 2 types of form layouts. Which one would you embed into a Generic Landing
Page?
When you add a form field to a form layout, it is a best practice to double click on the
form field Why?