Oracle Eloqua s User Guide

Transcription

2 Contents 1 s Overview 4 2 Examples of s 7 3 groups Examples of using groups Creating groups Editing groups Deleting groups Managing global subscription for groups template manager Granting template manager permission Accessing responsive templates Creating new templates from the template manager Modifying templates from the template manager Defining editable elements in templates using the HTML editor Defining editable elements in templates using the design editor 36 5 Creating new s using the HTML editor 39 6 Creating new s or templates using the HTML upload wizard authoring Adding borders to images in s Adding footers to s Adding headers to s Adding field merges to s Adding hyperlinks to s Adding images to s Adding text boxes to s Copying objects in the editor Customizing images and text boxes in s Tools window options Right-click options Editing the plain-text version of s Oracle Corporation. All rights reserved 2 of 104

3 7.11 Editing HTML s using the HTML editor Grouping objects in s Locking and unlocking canvas objects Using editor components Using recovery checkpoints 72 8 Saving s as templates 76 9 Creating folders for s Sending s to a single contact Previewing s Sending test s Testing deliverability Batch sending s from the editor Searching for s using the chooser Copying s Deleting s Setting global defaults Code requirements for HTML uploads Using the visual click-through report Calculating opens Methods of calculating opens Calculating opens via tracking pixels Calculating opens via click-throughs Oracle Corporation. All rights reserved 3 of 104

4 1 s Overview Despite vast innovations and improvements to other channels of communication with prospects, s are still central to many marketing campaigns. You can reach a large number of existing and potential customers efficiently and cheaply through messages. Eloqua includes robust marketing capabilities that you can weave into your marketing campaigns. Consider the elements in this , designed to drive registration for a conference: 2015 Oracle Corporation. All rights reserved 4 of 104

5 The downside of marketing is that it is so inexpensive and easy that nearly everyone (including your competitors) is using it, and it is hard to get noticed. Therefore, it is in your best interest to use intelligently, to consider design and campaign elements carefully, and to use as part of a multi-device, multi-channel approach. It is also important to include personalization to increase 2015 Oracle Corporation. All rights reserved 5 of 104

6 identification with your message and to stand out from every other that a contact gets. In addition, you need to ensure that you comply with all applicable regulations and best practices. With Eloqua you can create groups that allow you to control default settings for similar types of s, you can set a specific header and footer depending on the type of s in the group. For example, you might always use the same format for a newsletter. Having an group also allows the client to unsubscribe from s at a group level, so for instance they would not receive any s from the newsletter group. Eloqua has many options to help you create consistent, interesting, personalized s for your clients, which increases the likelihood that your s will lead to successful campaigns. Learn more about authoring Oracle Corporation. All rights reserved 6 of 104

7 2 Examples of s s continue to be at the center of many marketing campaigns. It's important to pay some attention to design so that your s grab the recipients' attention, and to include features that allow your recipients to control which s they receive to prevent your s from being reported as spam. Some of the features required to maintain the deliverability of your s, and to comply with antispam laws, are outlined in Overview of Marketing. In particular, please look at the features included in the footer in the illustration used. In this article, we'll have a look at a few different uses and designs for s and point out some of the purposes and features of the elements included. Example 1: Information-Only The simplest provides information to recipients without any call to action, or links to forms, whitepapers, etc. Header and footer elements are provided to allow recipients to view the in different formats (number 1 in the diagram) and to contact the company or view the privacy policy (2) Oracle Corporation. All rights reserved 7 of 104

9 Example 2: Call to Action: Download a Chapter In this case, there is a call to action in the to download a chapter from an ebook.this could be used as a promotion for the sale of the book or as part of a marketing campaign for the company. Note that there are two links to the free chapter, as well as two other links to additional information. This makes it easy for recipients to know what to do and to carry out an action easily. If you click through on a download link, you go to a landing page where you can view additional information, send links to the page using social media channels, and view videos as well as downloading the material without filling in a form Oracle Corporation. All rights reserved 9 of 104

10 Example 3: Call to Action: Access Videos, Whitepapers, and Case Studies This drive traffic to a landing page where the recipient can access the video thumbnailed in the , as well as numerous other videos, case studies, and whitepapers Oracle Corporation. All rights reserved 10 of 104

12 This campaign features an intelligent use of forms. When a known contact clicks the Learn More button, the link below it, or the thumbnail of the video, a window is displayed showing their contact information. The recipient need only click Submit to view the page without filling in form information. If the contact information is not known, or the recipient clicks here in the first window shown, then they have to fill in a short form to access the page. The "gated form" makes things easier for known contacts, making it more likely that they'll proceed on to the landing page. Here's what the associated landing page looks like Oracle Corporation. All rights reserved 12 of 104

13 Example 4: Link to a Demo You can use an to provide a link to a demo (for example, a new product, or an existing product that you're trying to introduce to a new prospective users). In the sample shown, there's a very strong call to action to view a demo of a new product that's of very strong interest to marketing and sales people Oracle Corporation. All rights reserved 13 of 104

14 When the recipient clicks the button, they are routed to a landing page based on whether they are a known contact (in which case they don't have to fill in form information) or a new prospect (in this instance, they are routed to a page that includes a form for them to fill out and submit). For a known contact, they don't have to submit information, so they are routed to a page without a form Oracle Corporation. All rights reserved 14 of 104

17 The final is sent after the recipient views the demo page. Note that in some cases, it's unusual for someone to watch the entire demo, so: (1) make sure that the demo is relatively short so that more people view the whole demo; (2) put the most information near the beginning; and (3) make sure that the viewer gets the promised whitepaper anyway, whether or not they watch the entire demo. The follow-up , including the link to the whitepaper and other links, looks like this: 2015 Oracle Corporation. All rights reserved 17 of 104

19 3 groups Groups are used to control default settings for similar types of s. For instance, you can set the default header, footer, subscription landing page, and unsubscribe landing page for a set of newsletters. Then your contacts can subscribe or unsubscribe at the group level to simplify subscription management. As an administrator, you can add or delete groups as required to control subscriptions Examples of using groups groups allow you to configure settings on the group level for defaults such as the headers and footers and subscription landing page options. This makes it easier to manage different types of s and the subscribers to each. Here are a few of the different types of categorizations you could use for setting up different groups for s: By department: You can group the s by the department from which they are sent. This is particularly useful if you have several different departments sending different types of s to users. For larger companies, the top-level categories might be by department, with functional groupings within each department area. By campaign: You could separate your s into different campaign groups. This will make it easier for you to isolate the responses to each campaign. Again, this structure could be within a department structure if more than one department (for instance: Marketing, Sales, Support) is distributing to recipients. By event: In some cases, particularly for larger events (such as trade shows), you may want to have an group for each event. In other instances, it may make more sense to organize by the type of event, such as seminars, trade shows, and webinars. By user or agent: In a really large operation, you may want to allow individual marketers or sales personnel to run their own groups. By industry: If you are addressing multiple industry verticals, it may make sense to organize groups by different industries. By product or service: If you have a large catalog of products and/or services, you may want to organize groups by the different types of products. By marketing asset type: One of the more common setups is to organize groups by the type and even instance of the marketing asset. For example, you may have different groups for different newsletters, notifications, PRs, emergency bulletins, etc Oracle Corporation. All rights reserved 19 of 104

20 3.1 Creating groups You can create an group and set its default parameters so you can manage the s at the group level for a particular content asset, such as an or newsletter. To create an group: 1. Navigate to Settings > Setup, then click Groups (under Assets), the Groups page opens listing all the existing groups. 2. Click the button in the bottom left-hand corner to add a new group, the new group appears in the left-hand pane as Untitled Group. 3. Click on the name and the group settings appear in the right hand pane, configure the group settings as needed: Name: Enter a new name for the group. Default Header: Select a header from the drop-down list, or click the file icon to the right of the field to open the Header Chooser. This header will be the default for s sent from this group. If necessary, you can change which header is used in a specific by clicking on it in the editing page. Learn more about headers. Default Footer: Select a footer from the drop-down list, or click the file icon to the right of the field to open the Footer Chooser. This footer will be the default for s sent from this group. If necessary, you can change which footer is used in a specific by clicking on it in the editing page. Learn more about footers. Subscribe confirmation page: Select an option from the drop-down list, or click the folder icon to the right of the field to open the Landing Page Chooser. The subscribe confirmation page is the page that is displayed when a user clicks on a hyperlink in an to subscribe (opt-in) for an group. Unsubscribe confirmation page: Select an option from the drop-down list, or click the folder icon to the right of the field to open the Landing Page Chooser. The unsubscribe confirmation page is the page that is displayed when a user clicks on a hyperlink in an to unsubscribe (opt-out) for an group. Make this Group available in Eloqua for Sales: (Optional) Select this check box if you want to be able to use this group when sending Eloqua s. Include this Group on the Subscription Management Page: (Optional) Select 2015 Oracle Corporation. All rights reserved 20 of 104

21 this check box if you want the recipient of an to be able to see the name of this group on the Subscription Management Page (after the contact has clicked on the "Send to Subscription List" hyperlink in an ). When you click this check box the following fields appear: Name of the Group As It Appears to Contacts: Enter the name of the group as you want it to be displayed on the landing page. Description of Group As It Appears to Contacts: (Optional) Enter a description to make it clear what types of information this group provides. We recommend you provide a clear description, this ensures that a user who is subscribed to several different groups will not mistakenly unsubscribe to the wrong group. 4. Click Save to save the settings for the group. To verify that your group has been successfully added to the list of groups, navigate to Assets > s > Create an . In the group drop-down list in the top-right corner, scroll through the list until you have located your group. If you are unable to locate your group, verify that you have clicked Save on the settings page when creating your group Oracle Corporation. All rights reserved 21 of 104

22 Important: Once you assign and save an to an group, it cannot be reassigned or changed. In order to change the group, you must delete the and recreate it, then assign it to the correct group. 3.2 Editing groups You can edit the settings of a pre-existing group from the settings area of the application. To edit an group: 1. Navigate to Settings > Setup, then click Groups (under Assets), the Groups page opens listing all of the existing groups. 2. Click on the name of the group that you wish to modify, the group settings are displayed in the right-hand pane. 3. Change the settings as needed, then click Save to save your changes. Note: When you change the name of the group, the name on the associated subscription page is also updated. To view the s that are associated with this group, click the s tab for that group.the s are presented in a read-only list. 3.3 Deleting groups You can delete any group that you are no longer using, provided there are no s associated with that group. To delete an group: 2015 Oracle Corporation. All rights reserved 22 of 104

23 1. Navigate to Settings > Setup, then click Groups (under Assets), the Groups page opens listing all of the existing groups. 2. Click on the name of the group that you want to delete, the group settings are displayed in the right-hand pane. 3. Click the button in the bottom left-hand corner to delete the group, a confirmation box opens. 4. Click Delete to delete the group, the group is removed from the groups list. Note: If there are any s associated with this group, you will receive an error message when you try to delete it. You must delete the s in the group before being able to delete the group itself. To see which s belong to your group, select the group you wish to delete, then click the s tab in the right-hand pane, all s in the group are listed. 3.4 Managing global subscription for groups You can set global opt-out and opt-in confirmation pages for your groups, you can also edit and preview the global subscription page that your contacts will see. To modify global subscription details: 1. Navigate to Settings > Setup, then click Groups (under Assets), the Groups page opens. 2. Under the Global Subscription Management section, select a Global Opt-Out Confirmation Page from the drop-down list or click the folder icon to the right of the field to open the Landing Page Chooser. If needed, edit the selected landing page by clicking on the pencil and paper icon next to the field. This is the page to which contacts are directed after they click the Unsubscribe from All hyperlink Oracle Corporation. All rights reserved 23 of 104

24 3. Select a Global Opt-In Confirmation Page using the same method described in step 2. This is the page to which contacts are directed after they click the Subscribe to All hyperlink. 4. (Optional) Click the button, the Edit Subscription Page window opens. Here you can customize the wording (instructions) on the global subscription management page. Enter the information that you want to appear on the page in the corresponding fields, then click Preview to see how it will look when rendered. Example: If you enter "Remove me from your distribution list" in the Unsubscribe Checkbox Text field, it will appear on the landing page as shown below: 2015 Oracle Corporation. All rights reserved 24 of 104

26 4 template manager Note: You must have template manager permissions in order to access this feature. See granting template manager permissions. templates allow you to create standard s that can be re-used multiple times, you can create a new then save it as a template, you can upload an HTML template that was created outside of Eloqua, or you can create a new template from the Template Manager. The Template Manager (accessed from the launchpad), allows you to create, modify, and customize templates for Eloqua users at your organization. You can assign very granular settings to areas of your s, you can lock all elements in place, then define which specific elements, if any, can be modified when creating new s. This allows you to maintain control and consistency when sending out similar types of s, it also ensures that important elements are not accidentally deleted. 4.1 Granting template manager permission A user must have the appropriate permissions, granted in the settings area of the application, to be able to save an as a template and gain access to the Template Manager on the s launchpad. From the template manager you can edit templates and lock specific elements to control what can and cannot be changed when they are used to create new s. To grant template manager permission: 1. Navigate to Settings > Setup, then click Users, the user settings page opens. 2. Select the Groups tab on the left-hand pane, then click on the name of the group for which you want to grant template manager permission, the Security Group Overview opens in the righthand pane. 3. Click Action Permissions, then click Edit at the top of the permissions page. 4. Scroll down to the Template Manager section, and select the check box next to Manage Templates to grant template manager permission. 5. Click Save at the bottom of the page to save the settings for that group Oracle Corporation. All rights reserved 26 of 104

27 4.2 Accessing responsive templates With the staggering increase in the numbers of people reading and responding to s on mobile phones, tablets, and other devices in addition to their computers, it is important to make sure your s are visually appealing and useful regardless of the type of device on which they are being read. These types of s are based on templates called Responsive Templates. Eloqua provides responsive templates that are pre-built specifically for this purpose. Each section of the responsive templates contains valuable information for you when customizing the template for your campaigns. Note: Responsive s rely on appropriate CSS media queries, deleting these from the template will remove the responsive nature of the . To access the responsive templates: 1. Navigate to Assets > s, then click Create an , the Template Chooser opens. 2. Click Mobile Templates on the left-hand pane under the Template Gallery heading, the responsive template options are listed: 3. Select one of the responsive template icons, then click Choose. The template opens in the editor where it can be customized as needed. The four types of responsive templates are: Responsive 2-Column Split Header: This template contains a two-column header (the company logo placeholder on the left and a placeholder for other content on the right, 180x50 px). The body of the is also divided into two columns. The content within the column sections can be modified when creating your Oracle Corporation. All rights reserved 27 of 104

28 Responsive Multi-Column Top Story: This template is similar to the 2-Column Split Header template, except for the heading which is shown in a single column of 320 x 60 px size Oracle Corporation. All rights reserved 28 of 104

29 Responsive 1-Column with Callout: This template is geared towards smaller resolution clients (600 px or lower). Within the template body there are specific guidelines for what codes and tags to use when adding your content. Example: In order to ensure that s viewed in Microsoft Outlook are rendered properly, do not use paragraph tags, only "<br>". It is important to follow the rules provided in order to ensure that your s render properly in various clients. This template also includes a placeholder for a callout. In the example below, there is a section that provides information (and perhaps a calendar callout) for an event. You can customize this section by adding the dates, names and other pertinent information for your campaign Oracle Corporation. All rights reserved 29 of 104

30 Responsive 2-Column: Finally, the Responsive 2-Column template is used for creating an containing text and images divided into a two-column arrangement Oracle Corporation. All rights reserved 30 of 104

31 4.3 Creating new templates from the template manager When you create a new template from the template manager, you are able to customize the layout and content, then save the changes for future use. After you have created a new template, you can also set the template to Protected mode to prevent it from being altered. To create a new template from the template manager: 1. Navigate to Assets > s, then click Template Manager at the bottom of the s launchpad, the Template Manager chooser opens. Note: If the template manager icon is not present, you may not have the correct permissions. Learn more about template manager permissions. 2. Select an existing template from which you want to create a new template, or if you want to start from a blank canvas, select Blank Template or Blank HTML Template, then click Choose. The template opens in either the design editor or the HTML editor depending on the template type Oracle Corporation. All rights reserved 31 of 104

32 3. Add, change, or delete the elements in your template as needed. Learn more about customizing s. Note: If the status button in the upper left-hand corner says Standard, this means that all of the elements in the template can be modified. If the status says Protected, the elements are locked, learn more about Protected mode in the design editor and the HTML editor. 4. When you are satisfied with your template, select one of the following options to save your changes: If you are creating a new template from a blank template: Click Save in the upperright hand corner, or click the action menu (gear icon) then select Save As, the Save as Template window opens. If you are creating a new template from an existing template: Click the action menu (gear icon) then select Save As, the Save as Template window opens. Note: In this option, the original template that you selected from the chooser is not modified. You are saving your changes as a separate template. If you want to make changes to an existing template, see modifying templates. 5. Enter the details for the template in the Save as Template window: Name: Provide a name for your template, this name will appear in the template chooser below the template's icon or thumbnail. Description: Enter a description for your template, this information appears when you click the template in the template chooser. Text to Display for Link: This links to a file or location on another website that could provide information for users when creating s using this template. This information appears when you click the template in the template chooser. URL for Link: This field contains the URL to which the user will be redirected upon clicking on the link text. This can be useful for keeping users up-to-date on related data and content that can be crucial to their marketing campaign's accuracy and relevancy. Location: Select the location (folder) in which your template will be saved. By default, the Template Root folder is selected. To change the location, click the folder icon to the right of the drop-down field and select a folder from the chooser Oracle Corporation. All rights reserved 32 of 104

33 Note: All information except the Template Name is optional. However, best practice is to take advantage of all information that can help a user know which template is the best one for the task at hand. Select the Use Thumbnail check box if you want a thumbnail image of your template to be shown in the template chooser. If you do not select this check box, you are presented with the option to select either a generic (blue) icon, or by clicking Change Icon, you can choose one of the available icon designs shown below Oracle Corporation. All rights reserved 33 of 104

34 6. Click Save, the new template is added to the Template Chooser. 4.4 Modifying templates from the template manager You can modify the layout and content of an existing template by accessing the Template Manager on the s launchpad. To modify an existing template from the template manager: 1. Navigate to Assets > s, then click Template Manager at the bottom of the s launchpad, the Template Manager chooser opens. Note: If the template manager icon is not present, you may not have the correct permissions. Learn more about template manager permissions. 2. Select the template that you want to modify, then click Choose, the template opens in either the design editor or the HTML editor depending on the template type. 3. Add, change, or delete the elements in your template as needed. If the status button in the upper left-hand corner says Standard, this means that all of the elements in the template can be modified. If the status says Protected, the elements are locked, learn more about Protected mode in the design editor and the HTML editor. 4. When you are done editing the template, click Save in the upper right-hand corner. The template is updated with your changes. 4.5 Defining editable elements in templates using the HTML editor HTML templates are edited in the HTML editor. The template is in Standard mode (as indicated in the upper left-hand corner) when none of the elements are locked. When you define elements in specific sections as editable or deletable, the status changes to Protected and any undefined elements are locked. Elements are defined as editable or deletable by inserting supported HTML attributes within tags, tags follow a similar hyphenated syntax to HTML5 data attributes. To define a template element as editable in the HTML editor: 2015 Oracle Corporation. All rights reserved 34 of 104

35 1. Navigate to Assets > s, then click Template Manager at the bottom of the launchpad. 2. Select the HTML template that you wish to edit, then click Choose, the template opens in the HTML editor window. 3. Click one of the page view buttons in the upper right-hand corner to open the pane displaying the HTML code for the template (you can choose to set the pane to the right, or along the bottom of the screen). Learn more about the live preview HTML editor. 4. Add one or both of the following attributes to the tags for the elements that you want to define as editable or deletable: Attribute Description Defines a tag/section as editable in a template. A section name is specified for content replacement matching support in future development (i.e. transactional API). elqedit=" true" elqdelete=" true" HTML Editor Supported Elements: Block level elements and select HTML5 elements (div, section, article, blockquote, aside, details, summary, figure, fig. caption, footer, header, nav) Headers (h1,h2,h3,h4,h5,h6) Img Defines a tag/section as deletable. When you add an attribute, a blue dashed border appears around the element indicating that it is editable. All other elements (without the blue dashed border), are locked. 5. Click Save in the upper right-hand corner to save the changes, if the template was in Standard mode, it changes to Protected. Note: When you create an from a Standard template, all elements are, by default, editable and deletable. When you create an from a Protected template, the source code and the design tools are hidden, and only the elements defined as editable or deletable can be 2015 Oracle Corporation. All rights reserved 35 of 104

36 altered. To modify an element that is editable (indicated by a blue dashed border), right-click on the element to view the editing options, or double-click to open the corresponding chooser or editor. 4.6 Defining editable elements in templates using the design editor As the creator of an template, you can maintain tight control over the permissions granted to other users to modify, delete, or add elements to an created from that template. Using the lock icons in the upper right-hand corner you can lock, or unlock the template. While unlocked, the template is in Standard mode, all sections are editable and there are no modification or deleting restrictions on the elements in your template. When it is locked, the template is in Protected mode, all elements are locked until they are marked as editable, as described below. To lock a template and define an element as editable: 1. Navigate to Assets > s, then click Template Manager at the bottom of the s launchpad. 2. Select the template that you wish to edit, then click Choose, the template opens in the design editor. 3. If the template is not already in Protected mode (as indicated in the upper left-hand corner), click the icon in the upper-right hand corner to lock the template elements. A confirmation window opens asking you to confirm that you want to enable Protected mode for this template, click Yes. When you lock the template the status button in the top-left corner changes to Protected, as shown below Oracle Corporation. All rights reserved 36 of 104

37 Note: By default, elements that are added while the template is in Protected mode are uneditable, you must enable editing for that element if needed. 4. Right-click the element that you want to make editable, then select Mark as Editable, a Settings window opens. 5. Select the check box next to the options that you want to enable for that element: Mark as Editable: This enables editing for the element. You can also enter a name for the element, this is optional, but recommended Oracle Corporation. All rights reserved 37 of 104

38 Allow Delete: This gives the user of the template the ability to delete the element. 6. Click Save, the window closes and the element now has a blue dashed border on the canvas. 7. Click Save to save the changes to your template. Note: When you create a new using this template, the editor toolbar is not displayed. If there are no editable elements, you are still able to add the to a campaign or a contact, but you cannot modify the structure or content prior to sending. To modify an area that is editable (indicated by a blue dashed border), double-click on the element to open the editor in which it can be modified Oracle Corporation. All rights reserved 38 of 104

39 5 Creating new s using the HTML editor With Eloqua, you can use the HTML editor live preview to create dynamic and effective HTML s using a combination of code, and the standard Eloqua elements such as images, signatures, dynamically populated fields, and so on. To create a new HTML 1. Navigate to Assets > s, then click Create an , the Template Chooser opens. 2. Select an HTML template from the chooser, if you want to begin from a blank canvas select the Blank HTML template, then click Choose, the template opens in the HTML editor. 3. Click the action menu (gear icon), then select Settings, the details window opens. 4. Configure the settings: Name: Provide a new name for the . This is the name that will appear at the top of the editing window and in the chooser to identify the . Group: Choose an group from the drop-down list. groups are used to manage s that have a common property, such as a geographic location, type of 2015 Oracle Corporation. All rights reserved 39 of 104

40 customer, etc., and include template-like headers and footers that are automatically applied to any that is added to the group. The group settings can always be overridden at the individual level without affecting other s in that group. Learn more about groups. Header: Choose an header to use from the drop-down list. You can also add a header by double-clicking on the canvas while editing it later. Learn more about headers. Footer: Choose an footer to use from the drop-down list. You can also add a footer by double-clicking on the canvas while editing it later. Learn more about footers. Subject: Fill in the information that will appear in the subject line of the . This can include field merge code to draw field values into the subject line. From: Fill in the From Name for the sender, this is the name that is shown to the recipient. In the From Address field, enter the address that will be shown as the "from" address for the . Note: This should be an address that the recipient knows and trusts, or at least one that appears to be legitimate, preferably using a domain name that the recipient will recognize and trust. Send Plain-Text only: Enable this checkbox to send a plain-text version . Reply-to: Fill in the Reply-to Name, this is the display name for the person who will receive reply s from the recipient. This may be the same as the From Name, or replies may go to a different department or person (for example, "Support"). In the Replyto Address, field, enter the address to which replies will be sent. Bounceback: By default, bouncebacks are sent to Eloqua so they can be tracked. Select the address from the drop-down list. Encoding: Set the character encoding used in the . If you are using a double-byte language in the (such as Chinese), or may translate the content in future, set this to Unicode (UTF-8). Enable Tracking: As a best practice, you should select this checkbox to ensure that your is tracked in Eloqua. This checkbox should only be deselected if you are sure you will never require reports about this , and if you do not want metrics from this to be included in summary reports for all your s. Enable Responsive Vertical Resizing: The Responsive Vertical Resizing option dynamically resizes s built in the Editor based on the content populated in the (e.g. cloud content, dynamic content, shared content). This prevents content from 2015 Oracle Corporation. All rights reserved 40 of 104

41 being cut off when a recipient's content is larger than the container originally configured in the editor and renders a more mobile-friendly version. Note: For net new assets, Responsive Vertical Resizing is enabled by default. For existing assets, the original settings are respected. Click Done when you have finished, the settings window closes. Note: The From information, the subject line, and the group can also be modified in the top bar of the canvas as shown in the image below. 5. Edit the content of the as needed. Learn more about editor components and editing HTML s. 6. Click Save in the upper right-hand corner when you are done Oracle Corporation. All rights reserved 41 of 104

42 6 Creating new s or templates using the HTML upload wizard You can upload an HTML file or a ZIP file that contains your HTML as well as any associated content (images). If you have created an outside of Eloqua using HTML, you can upload the file to Eloqua then edit the content in the HTML editor. Before beginning to create your HTML , make sure your code adheres to the code requirements for HTML uploads. To create a new or template by uploading HTML and related assets (such as images): 1. Navigate to Assets > s, then click Upload an from the s launchpad. 2. Select Upload from the HTML Document Upload Wizard dialog box to create an , or click Upload Template to create a new template. Note: The following steps are the same for uploading an and uploading a template. 3. Click on the cloud graphic to begin the wizard. Browse to the location of your HTML or ZIP file for the you want to upload and click Open. 4. In the Process Files step of the upload wizard, review the list of images and other files and choose to either use existing files or upload new ones Oracle Corporation. All rights reserved 42 of 104

43 Choose one of the options listed beside each image: Use Suggested Image: Choose this option if the image is already in the image library. If an image is available that matches the title of the image file in the HTML code, the application will automatically suggest that file as the correct mapping. Upload New Image: Choose this option if the image is not in the library. Click the Upload New button, then navigate to the designated file (often in a subfolder of the HTML file), double-click on the file name, then click Upload to upload the image to Eloqua. Once uploaded, a thumbnail of the image is shown. Do Nothing: Choose this option if you do not wish to change the image shown in the thumbnail, select for that image. When you are finished, click Next Step. 5. In the Process Links step, all hyperlinks in the uploaded are listed. If you want to track these hyperlinks and ensure that click-throughs are reported in Eloqua, enable the Track Link checkbox next to each hyperlink. If you wish to track visits to all links in the , enable the Track All button in the upper-left hand corner. Repeat as required, then click Next Step. 6. In the Finish step of the upload wizard, name your HTML document and select the destination folder where you want it to be stored. This is an optional step, the location can be changed at a later time if required. If you chose to upload an , there is a field on this screen in which you can specify the group. If you do not specify a group here, you will be required to do it later before the can be sent Oracle Corporation. All rights reserved 43 of 104

44 If you are uploading a template, there will not be an groups option. Instead, you will see a description field, in which you can provide details about the . You can also choose an image to represent this template in the Template Chooser. Select the Use Thumbnail check box if you want a thumbnail image of your template to be shown in the Template Chooser. If you clear this check box, you are presented with the option to select either a generic (blue) icon, or by clicking Change Icon, you can choose one of the available icon designs shown below Oracle Corporation. All rights reserved 44 of 104

45 7. Click Finish to complete the upload process, the upload wizard closes and the HTML editor opens. Here you can perform any additional editing and styling if required. Learn more about the editing HTML s using the HTML editor. 8. Click Save to save your changes to the uploaded Oracle Corporation. All rights reserved 45 of 104

46 7 authoring After you have created an you can edit the content to suit your specific needs by adding and manipulating a number of different elements on the editor canvas. Using the components in the editor, you can create an that is visually interesting and personalized for each contact that views it. Eloqua also allows you to add a header to s, adding a header helps identify your company for the client, you can include a logo, personalize the for specific clients, provide a redirect link in case there are errors displaying the , and much more. You can also add a footer to your , here you can include elements such as contact information for your company, a link to your company website, and information about trademarks or copyrights. You can also include a link to allow clients to manage their subscription to s, and a link to your company's privacy policy. Using Eloqua you can create and add a signature layout to your s that can be used as a template for all s in a deployment. You can create a standard layout with fields that can be auto-populated with specific information, in this way you can send one with multiple senders. By creating signature rules you are able to specify which clients will receive the from which senders based on specified criteria. For example, the same can be sent out across the country, but for each client the sender will appear to be their local sales representative. Creating signature rules tells Eloqua which sender information should be used for each client based on the information found in their contact profile. 7.1 Adding borders to images in s Adding a border to an image in an can help the image stand out, it can draw a viewers attention to the image and set it apart from the other elements in the . In order to add a border to an image, you must first place the image inside a text box. The steps below outline how to add an image to a text box, then how to add and format a border around the image. To add a border to an image: 1. Navigate to Assets > s, then open an existing or create a new one. 2. Click the Text icon on the left-side menu, a text box opens in the editor canvas. 3. Double-click in the text box where instructed to enter editing mode. 4. Click Image on the left-side menu to open the Image Browser. 5. Locate (or upload) the image you wish to add to the by typing the first few letters of the name, or scrolling through the thumbnails. With the text box selected, double-click on the image to add it to the text box Oracle Corporation. All rights reserved 46 of 104

47 6. Click on the text box to select the image that you added, then right-click and select Format Text..., the Text Tools window opens. 7. Click the paintbrush icon to open the Style Tools tab. 8. Select the type of border that you want to add from the Borders drop-down list. You can then customize the border as needed, you can modify: Color: Click in the black box below the Borders list to change the color of the border. The color chooser opens. Use the slider to choose the color, then click on the tile to choose the shade. If you know the ASCII code for the specific color, you can enter it here as well. Border Thickness: Change the value in the box next to px from 2 (the default) to a number of your choosing depending on the desired thickness. You can also select which edges of the border will have these settings applied to them by clicking the checkbox next to each edge (left, right, top, or bottom) in the Style Tools window. Padding: The padding value controls how much space there is between the image and the edges of the border. In the Padding section, enter a value in the px box for each side of the border. You can enter a different number for each side of the border, and the padding for that side is adjusted accordingly. 9. Click the X in the upper left-hand corner to close the window. 10. Click Save in the upper right-hand corner of the canvas to save the changes. 7.2 Adding footers to s You can add a footer to the bottom of an , this section can provide additional information and links for your recipients. Learn more about footers. Note: Footers are designed as reusable content, so they are not edited through the editor, instead, they have their own section in the application.. To add a footer to an 1. Navigate to Assets > s, then open an existing or create a new one. 2. Double-click at the bottom of the where it says Double-click to select an footer; if there is already a footer, double-click on it to choose a different footer. The Footer Chooser window opens Oracle Corporation. All rights reserved 47 of 104

48 Important: Make sure that you do not click on a hyperlink in the current footer, if there is one, as this will open the linked page instead. 3. Select a footer in the chooser window, then click Choose, the selected footer is inserted in the Click Save in the upper right-hand corner of the canvas to save the with the footer. 7.3 Adding headers to s You can add a header to an to provide information about the company, display a logo, link to a website etc. Learn more about headers. To add an header to an 1. Navigate to Assets > s, then open an existing or create a new one. 2. Double-click at the top of the where it says Double-click to select an header; if there is already a header, double-click on it to choose a different header. The Header Chooser opens. 3. Select a header in the chooser window, then click Choose, the selected header is inserted in the Click Save in the upper right-hand corner of the canvas to save the with the header. 7.4 Adding field merges to s When a field merge is added to an , that becomes customized to each contact that it is being sent to. To add a field merge to an 1. Navigate to Assets > s, then open an existing or create a new one. 2. Click Text on the left-hand panel, a text box opens on the canvas. Double-click in the text box to enter edit mode. 3. Click Field Merge on the left-hand panel, the Field Merge Browser opens Oracle Corporation. All rights reserved 48 of 104

49 4. In the browser, locate the field merge that you want to add, then click on the name and drag-anddrop it into the text box. When your cursor is positioned over the text box the border of the text box changes to a light blue color, when you release the mouse, the area outside the text box turns dark. 5. Click the exact location where you want the field merge to appear. After it is added, the merge is highlighted yellow in the Oracle Corporation. All rights reserved 49 of 104

50 6. Click Save when you are done. Note: If the name of the field merge highlighted in yellow does not match the name of the one you dragged from the field merge browser, it is most likely because the field merge has been renamed at some point. The original name of the field merge is always retained and will always be displayed when adding it to an . Any spaces or hyphens in the name of the field merge are converted to underscores when added to the . Only alphanumeric characters will appear in the field merge (A-Z, 0-9). For example, if your field merge is named First Name, when added to the it will appear as First_Name. 7.5 Adding hyperlinks to s Eloqua allows you to enable text or images as hyperlinks, you can then configure the link in a number of different ways. A hyperlink can route your clients to a landing page, a file, a webpage, a system action, or a pre-addressed that they can fill out and send. To add a hyperlink to an 1. Select the text or image that you want to use as a hyperlink, then click the Hyperlink icon on the left-side pane, the Hyperlinks Tools window opens. 2. Select the Enable as Hyperlink check box, the text or image is converted to a hyperlink and the other configuration options are now available in the Tools window Oracle Corporation. All rights reserved 50 of 104

51 3. Choose one of the following options from the Link Type drop-down list: Landing Page: Link to an existing landing page in the application. Click the file icon next to the landing page address line, the Landing Page Hyperlink Chooser opens. Select a landing page then click Choose. Note: There is no tracking option for this type of hyperlink. File in File Storage: Link to a file in the file storage area in the application, such as a PDF file. Click the file icon next to the File field, the File Storage Chooser opens. Select a file to use then click Choose. Webpage: Link to a company or external webpage. Enter the URL of the webpage in the URL field. Click the Redirect (for untracked pages) checkbox to enable tracking on an otherwise untracked website. Note: The URL entered above will change to reflect the tracking function. System Action: Allow the recipient to configure a viewing or subscription option. Choose one of the following options from the Action drop-down list. Add to Group: Allows the user to subscribe to the group for the current . Remove from Group: Allows the user to unsubscribe from the group for the current . Send to Subscription List: Adds the user to the general subscription list for your mailings. Send to Subscription Page: Sends the user to a page where they can manage all of their subscription options. Subscribe to All: Lets the user subscribe to all s. Unsubscribe from All: Lets the user unsubscribe from all s. View online version: Opens the current in a web browser window. Note: There is no tracking option for this type of hyperlink. New Message: Link to a new . Enter the To: address Oracle Corporation. All rights reserved 51 of 104

52 Note: There is no tracking option for this type of hyperlink. 4. In the Link Hover Text field, enter the text that you want the recipient to see when they hover over the hyperlink with their mouse. 5. Click the X in the upper left-hand corner of the Hyperlinks Tools window to close it. 6. Click Save to save your changes. 7.6 Adding images to s When creating an in Eloqua you have the option to add images, doing so can make your s more visually interesting, and adding logos and consistent visuals can help with brand recognition. You can also include Al text for an image, Al text is useful if users have images disabled in their client, or if their device or client is unable to display the image (for example, if they are viewing the on a computer with a slow connection). To add an image to an 1. Navigate to Assets > s, then open an existing or create a new one. 2. Click the Image icon on the left-side menu, the Image Browser opens Oracle Corporation. All rights reserved 52 of 104

53 3. Locate (or upload) the image you wish to add to the by typing the first few letters of the name, or scrolling through the thumbnails. Double-click on the image to add it to the , or drag-and-drop the image from the browser onto the canvas. If you want to add a border, see adding borders to images in s. Note: The position of the image can be adjusted at any time, click the image then dragand-drop it in the new location. 4. Double-click the image on the canvas to open the Al tag window, enter the text that you want the client to see if the image cannot be displayed. When the is rendered, the client can see the Al text when they hover their mouse over the image Oracle Corporation. All rights reserved 53 of 104

54 Click outside the Alt window when you done. 5. Click Save in the upper right-hand corner of the canvas to save the changes. 7.7 Adding text boxes to s If you want to add text to an in Eloqua, you can do so by adding a text box to the canvas. These text boxes can then be formatted and positioned as needed. To add a text box to an 1. Navigate to Assets > s, then open an existing or create a new one. 2. Click the Text icon on the left-side menu, a text box is added to the canvas. 3. Double-click in the box, then enter your own text in place of the existing content. 4. Right-click in the text box and select Format Text, or highlight the text and select the Tools icon on the left-side menu, the Toolswindow opens. This window has six different tabs that give you a number of different customization options. Learn more about customizing text boxes. Close the Tools window when you are done by clicking the X in the upper left-hand corner. 5. Click Save in the upper right-hand corner of the canvas to save your changes. Note: You can also edit the content of a text box directly in the source (HTML) code. Make sure that only the text box is selected, then right-click on it and select Edit Source, the Editing HTML dialog box opens in which you can enter text and formatting code Oracle Corporation. All rights reserved 54 of 104

55 Content created in this editor is checked against a whitelist of permissible HTML tags and attributes. If you enter prohibited (blacklisted) tags or attributes, Eloqua displays a validation error and you will not be able to save your until you resolve the issues. 7.8 Copying objects in the editor You can copy and paste objects in the editor, this can save you time if you want to reuse elements in your . To create a copy of an object in the editor: 1. Navigate to Assets > s, then open an existing or create a new one. 2. Click the object that you want to copy and press Ctrl+C to copy the item to your clipboard. 3. Press Ctrl+V to paste a copy of the object in the . The copy is initially pasted on top of the original, but you can drag-and-drop it to the desired location on the canvas, as with any other object in the editor. Note: You cannot copy and paste a grouped object. In order to create a copy of a grouped object, you must first ungroup the elements and then copy and paste the objects individually. After pasting the objects, you can then regroup the originals, as well as the copies. Learn more about grouping objects in s. 4. Click Save in the upper right-hand corner of the canvas to save your changes Oracle Corporation. All rights reserved 55 of 104

56 7.9 Customizing images and text boxes in s After you add a text box or an image to an , the element can be customized by right-clicking the element, or using the Tools window Tools window options Click on the image or highlight the text that you want to edit, then click the Tools icon on the left-side menu, the Toolswindow opens. This window has six different tabs (outlined below), that give you a number of different customization options. Text Tools Click the icon at the top of the window, the Text Tools tab opens. In this tab you can edit a text box in the following ways: Change the font family: Click the Family drop-down list to display the list of available font families. Click on the desired font family to select it. Change the text size: Highlight the text then click the Sizedrop-down list and select the size (in pixels) that you want to make the text. Only the text that you have highlighted is affected by this setting. Change the decoration (style) of the text: Highlight the text then click one or more of the buttons to change it to bold, italic, or underlined. Change the color of the text: Highlight the text that you want to edit, then click in the Color 2015 Oracle Corporation. All rights reserved 56 of 104

57 box. The color chooser opens. Select a color using the slider bar, then click on the color tile to select the shade that you want to use. Click outside the window to close the chooser. You can add highlighting to the text by once more selecting the appropriate text, clicking in the Highlight box and using the same steps as above to select a color. Note: If you know the hexadecimal code for the color you wish to use, you can enter it in the # box in the color wheel window. Align the text in your text box (or a portion thereof): Highlight the text then click one of the buttons in the Alignment section. They are, from left to right: left, center, right, and full alignment. Change the position of one or more characters in your text box: Highlight the character(s) and select either the superscript or subscript buttons. Format your text as a list: Highlight the list of items then click one of the buttons in the List section. The first button converts the text into a numbered list and the second button creates a bulleted list. If you do not have text already entered in the text box, selecting one of these buttons automatically formats any new text you enter as a list. When you are done with the list, click the button again to remove the list formatting. Outdent or indent your text: Click on a line of text then select either the outdent or indent button under the Indent section. Spacing between characters: Click in the Between Characters box and enter a number measured in either pixels (px) or em to specify your desired value. Make sure to enter "px" or "em" with the desired value. Spacing between lines of text : Click in the Between Lines box and enter a number measured in either pixels (px) or em. Make sure to enter "px" or "em" with the desired value. Style Tools Click the icon at the top of the window, the Style Tools tab opens. In this tab you can edit a text box in the following ways: Change the background color of your text box: Click in the color box in the Background section of the Styles Tools window, the color chooser opens. Select a color using the slider bar, then click on the color tile to select the shade that you want to use. Click outside the window to close the chooser Oracle Corporation. All rights reserved 57 of 104

58 Note: If you know the hexadecimal code for the color you wish to use, you can enter it in the # box in the color wheel window. Change the formatting of the text box border: By default there is no border selected for your text box, click on the Borders drop-down list to select a border type to add. The following table shows an example of each border type using a value of 10 pixels: Border Type Example None Hidden Solid Groove Dotted Dashed Double 2015 Oracle Corporation. All rights reserved 58 of 104

59 Border Type Example Ridge Inset Outset Change the padding value: Padding is the space that exists between the text and the border. In the Padding section of the Style Tools window, enter a value in the px box for each side of the border. You can enter a different number for each side, and the padding for that side is adjusted accordingly. Hyperlinks Tools Click the icon at the top of the window, the Hyperlink Tools tab opens. You can enable text or an image as a hyperlink then configure the link as needed. Learn more about adding hyperlinks to s. Layout Tools Click the icon at the top of the window, the Layout Tools tab opens. In this tab you can edit the text box or image in the following ways: Size: This setting controls the size of the element in the . Enter values in the Width and Height fields to change the size of the text box or image. Position: This setting controls the position of the element relative to the "0" point (the upper-left hand corner of the ). Enter a value in the From left (X) and From Right (Y) fields to change the position of the text box. After setting the size and position of the text-box, click the Lock Size and Position checkbox to maintain those settings. The size and position can be changed later, if required, by returning to the editor, selecting the text box, and deselecting the Lock size and Position checkbox Oracle Corporation. All rights reserved 59 of 104

60 Page Styles Click the icon at the top of the window, the Page Stylestab opens. In this tab you can edit the text box in the following ways: Alignment: You can set the alignment for the entire page. Make sure that none of the elements are selected on the canvas, then click one of the buttons under the Alignment section of the window. From left to right, the options are, align left, align center, and align right. Padding: You can set the amount of space that appears between the top of the and the header, as well as the bottom of the and the footer. Width and Height: Enter a value (in pixels) in the Width and Height fields, this controls the width and height of the content area. Content Background: Select the type and color of the content background. Browser Background: Select the type and color of the background around the Oracle Corporation. All rights reserved 60 of 104

61 Page Snippet Click the icon at the top of the window, the Page Snippe tab opens. In this tab you can control code snippets, you can view and edit the following elements in your code: Meta Tags: The meta tags provide metadata about the content of your , and provides format and character set information and keywords related to the content. You can add meta tags by clicking the + button, and remove them by selecting the one to be removed, then clicking the - button. Example: A meta tag used to describe content as related to free web tutorials could be:<meta name="description" content="free Web tutorials"/>. Header: The header information is placed between the <head> tags and contains details about the sender, route, and recipient of the . Example: <title>document_title</title>, where Document_Title is the actual title of the document. The header can be customized using a CSS and a HTML editor. Click to open one of the editors and add custom code as needed Oracle Corporation. All rights reserved 61 of 104

63 Right-click menu options Group: Groups two elements together to move them both at once. Delete: Deletes the element. Format Dimensions: Modifies the size and positioning. Enable as Hyperlink: Hyperlinks the image. Format Text: Changes the formatting of the text in the text box. Lock: Locks the element's position on the canvas. Edit Alt Tag: Adds alt text to an image Editing the plain-text version of s The plain-text version of an is sent along with the HTML version, and allows the to be viewed on mobile devices that cannot render the HTML version properly. You can choose to automatically generate the plain-text version to match the text in the HTML version (this is the default), or you can modify the plain-text version independently of the HTML version. To edit the plain-text version of an 1. Navigate to Assets > s, then open an existing or create a new one. 2. Click the Plain-Text button in the upper right-hand corner to convert the to the plain-text version, the plain-text editor opens. Note: To switch back to the HTML version, click the Design button in the upper lefthand corner of the plain-text editor Oracle Corporation. All rights reserved 63 of 104

64 3. Clear the Automatically generate plain-text version check box at the top of the editor. This ensures that your plain-text version of the will not be overwritten if you make changes to the HTML version. 4. Edit the plain-text version of the as needed, then click Save in the upper right-hand corner to save your changes Editing HTML s using the HTML editor After you create a new HTML or upload an using the HTML upload wizard, the contents can be edited in the live preview HTML editor. This editor allows you to add elements to the by dragging-and-dropping the item from the corresponding browser into the code, you can also edit the by entering additional code directly into the existing content. Note: s created using the HTML upload wizard cannot be edited using the design editor. To edit an in the HTML editor: 1. With the opened in the HTML editor, click one of the page view buttons in the upper righthand corner of the canvas, the HTML pane opens. You can choose to set the pane to the right, or along the bottom of the screen, this pane gives you access to the code for the that you are editing. Learn more about the live preview HTML editor Oracle Corporation. All rights reserved 64 of 104

65 2. Add or edit the using one of the following methods: Type HTML code directly into the HTML pane. Press Ctrl + F to quickly find the specific content to be edited. Click one of the icons on the left-side menu, locate the element that you want to add, then drag-and-drop the element into the code at the desired location. After the element is released, it is converted to code and the preview pane reflects the change in the HTML code. 3. Click Save in the upper right-hand corner of the canvas to save your changes Grouping objects in s Eloqua gives you the option to group objects together on the canvas, this allows you to move the items at once, maintaining their relationship and relative position to one another Oracle Corporation. All rights reserved 65 of 104

66 Note: If you wish to add an object to a pre-existing group, you must first ungroup the grouped objects, then re-group them with the new object. To group objects in s: 1. In the editor, hold down the Ctrl key and click each object that you want to include in the group. As you click each object, a border with small boxes in each corner appears around the element indicating that it is selected. 2. Right-click on one of the objects and select Group. The items are grouped together and the individual borders around each object disappear and are replaced with a single border around all objects, you can now reposition the objects as a group. In addition, since the grouped object is now considered a single element, you can easily lock its position on the canvas. Learn more about locking and unlocking canvas objects Oracle Corporation. All rights reserved 66 of 104

67 Note: After the objects are grouped, the right-click menu options change to reflect this property. Group is no longer available and Ungroup is added to the list. Select Ungroup if you want to separate the group into individual elements Locking and unlocking canvas objects Eloqua gives you the option to lock the position of objects on the canvas, this is a useful feature when, for instance, you are happy with the placement of an object and want to prevent any accidental shifting while editing other objects on the canvas. To lock and unlock canvas objects: 1. In the editor, click on the object that you want to lock into position. A border with small boxes in each corner appears around the object indicating that it is selected. 2. Right-click the object and select Lock, the object is locked into position and cannot be moved until you unlock it. When an object is locked, a lock icon corner of the border. appears in the upper right-hand 2015 Oracle Corporation. All rights reserved 67 of 104

68 To unlock an object, right-click the object and select Unlock, the object can now be repositioned on the canvas. Notes for formatting locked objects While an object is locked, some of its properties can still be formatted: Format the dimensions of an image or text box: Right-click the object and select Format Dimensions, the Layout Tools window opens. The Lock size and position check box is selected, clear this box to unlock the object then change the dimensions or position as needed Oracle Corporation. All rights reserved 68 of 104

69 If you want to maintain the ratio of width versus height for an image,select the Constrain Proportions check box. Then, if you change the width setting, the height automatically adjusts in order to retain the same proportions as the original. Example: In the following screenshot, if the Constrain Proportions check box is selected, and you modify the width to be 220, when you click height it changes from 60 (px) to 154 to maintain the correct width to height ratio: If the Constrain Proportions check box is cleared, when you change either the width or height setting, the other does not automatically change and the image can become 2015 Oracle Corporation. All rights reserved 69 of 104

70 distorted as shown below: If you are unsatisfied with the changes you have made, click the Original Size button to return back to the original image. Edit the contents of a text box: Right-click on the text box and select Edit Source. The HTML editor window opens, make any necessary changes then click Save. The text box is still locked but your changes to the text are saved. Edit a signature, shared content, or dynamic content: Right-click on the locked object and select Edit Content. The corresponding editor opens, here you can make any changes to the object. Only its position and dimensions cannot be changed. Edit text hyperlinks: Right-click on the locked hyperlink and select Edit Source. The HTML editor window opens. Make any necessary changes then click Save. Deleting locked objects: Locking an object does not prevent you from deleting it from the canvas, right-click the object and select Delete Using editor components After you create an , you can use the editor components on the left-side menu to customize the to suit your needs. The following table provides a description of each of these components, and information on how to use them to add elements to the canvas Oracle Corporation. All rights reserved 70 of 104

71 Component Description Image: Add images to your . Click the icon to open the Image Browser, then drag-and-drop an image from the browser onto the canvas. Learn more about adding images to s. Text: Add text boxes to your . Click the icon to add a text box to your , then double-click in the box to edit the content. Learn more about adding text boxes to s. Field Merge: Add a field merge to your , field merges personalize s by drawing information from specified fields in contact profiles. Click the icon to open the Field Merge Browser, select the text that you want to convert to a field merge, then double-click on the field name in the browser. Learn more about adding field merges to s Hyperlink: Add a hyperlink to your , this can be text or an image in the , and can lead to your company website or related content. Select text or an image and click the Hyperlink icon, select the check box next to Enable as Hyperlink then configure the link as needed. Learn more about adding hyperlinks to s. Signature: Add a signature to your , this can be a standard signature layout that populates with specific sender information. Click the icon to open the Signature Browser, then drag-and-drop a signature from the browser onto the canvas. Learn more about signature layouts and signature rules. Shared Content: This component allows you to add shared content to your , this is content that can be reused in multiple Eloqua assets. Click the icon to open the Shared Content Browser, then drag-and-drop shared content from the browser onto the canvas. Learn more about shared content. Dynamic Content: This component allows you to configure your to substitute different content depending on specific rules and conditions. Example: You could create a rule to decide which salesperson will appear as the sender of an based on the city, state, country, or region specified in the contact's profile. Click the icon to open the Dynamic Content Browser, then drag-and-drop the content from the browser onto the canvas. The Responsive Vertical Resizing option dynamically resizes s built in the Editor based on the content populated in the (e.g. cloud content, 2015 Oracle Corporation. All rights reserved 71 of 104

72 Component Description dynamic content, shared content). This prevents content from being cut off when a recipient's content is larger than the container originally configured in the editor and renders a more mobile-friendly version. Learn more about dynamic content. Cloud Content: Cloud content is content that is provided by an external service. (Cloud content can be added to the browser from the AppCloud Catalog in the Setup area of Eloqua.) Click the icon to open the Cloud Content browser, then drag-anddrop the service that you want to add from the browser onto the canvas. If the service needs to be configured, double-click the icon on the canvas, the Cloud Content Configuration window opens. Enter the required details then click Save. Note: If you attempt to save the with AppCloud services which are not fully configured, you will be prompted to complete the configurations before you can proceed. The Responsive Vertical Resizing option dynamically resizes s built in the Editor based on the content populated in the (e.g. cloud content, dynamic content, shared content). This prevents content from being cut off when a recipient's content is larger than the container originally configured in the editor and renders a more mobile-friendly version. Tools: Click this icon to open the Tools window, this component allows you to format the elements in your as needed. You can format the entire or the individual elements using the different tabs in this window. See Customizing images and text boxes for more information about using these tools Using recovery checkpoints As you make changes to your , Eloqua saves local copies on your computer that are called Recovery Checkpoints. Any changes to the , including title, sender name, elements, formatting, group, and so on, qualify for a new checkpoint to be created. This data is not saved inside your typical browser cache, so clearing the cache has no effect. If you see no checkpoints being created, you may need to clear the folder on your computer where the data is being saved. The Indexed DB databases of Firefox can be found on the following location: 2015 Oracle Corporation. All rights reserved 72 of 104

73 <location of the windows user profiles>\<account name>\appdata\roaming\mozilla\firefox\profiles\<some randomcharacters>.default\indexeddb The Indexed DB databases of Chrome can be found on the following location: <location of the windows user profiles>\<account name>\appdata\local\google\chrome\user Data\Default\IndexedDB Note: If you wish to completely disable the creation of recovery checkpoints, use Private Browsing (in Mozilla Firefox, navigate to Tools > Start Private Browsing). To use recovery checkpoints: 1. Navigate to Assets > s, then open an existing or create a new one. 2. Click the action menu (gear icon) then select Recovery Checkpoints, the Recovery Checkpoints window opens, immediately, the first checkpoint is created with the current date and time Oracle Corporation. All rights reserved 73 of 104

74 3. Click Save each time you make a change to the to add a new checkpoint to the list (to a maximum of twelve (12) checkpoints). Checkpoints are also created automatically by Eloqua every ten minutes. Example: If you make a change to an (without clicking Save) and then leave your computer for more than ten minutes, when you return there will be a new checkpoint that was created automatically. Subsequent checkpoints are only created if new content or changes are detected by the application, otherwise you will not have two identical checkpoints in your list. Each checkpoint is indicated by the date and time when the checkpoint was created. You can open and work from any of the checkpoints on the list, simply click on the one that you want. All future changes are based on that checkpoint Oracle Corporation. All rights reserved 74 of 104

75 After you arrive at the 13th checkpoint, it will override the oldest one in the list. You can have a maximum of two hours of checkpoints, so if you have been working on your for over two hours and creating checkpoints along the way (by clicking Save), you will still only have the last two hours worth of checkpoints to which you can return. Important: Since these checkpoints are created on your local machine, if you log in to Eloqua from another machine, the same checkpoints will not be available Oracle Corporation. All rights reserved 75 of 104

76 8 Saving s as templates Note: You must have the correct permissions to save an as a template. Learn more about granting template manager permissions. When you create an in Eloqua, you are given the option to save the as a template for future s, this is valuable if you need to send the same type of multiple times. Saving your as a template can simplify your creation process later, instead of creating a whole new you can edit the content of an existing template. You can also create new templates by selecting a template from the template manager, you can edit it as needed then save the new template. Learn more about creating templates from the template manager. To save an as a new template: 1. Click Assets > s, then choose one of the options to open the to be saved as a template. You can create a new , open an existing , or upload an Add, change, or delete elements in your as desired. Learn more about editing content. 3. When you are ready to save the , click the action menu (gear icon), then select Save As Template, the Save as Template window opens. 4. Enter the following information in the window: Name: Provide a name for your template, this name will appear in the template chooser below the template's icon or thumbnail. Description: Enter a description for your template, this information appears when you click the template in the template chooser. Text to Display for Link: This links to a file or location on another website that could provide information for users when creating s using this template. This information appears when you click the template in the template chooser. URL for Link: This field contains the URL to which the user will be redirected upon clicking on the link text. This can be useful for keeping users up-to-date on related data and content that can be crucial to their marketing campaign's accuracy and relevancy. Location: Select the location (folder) in which your template will be saved. By default, the Template Root folder is selected. To change the location, click the folder icon 2015 Oracle Corporation. All rights reserved 76 of 104

77 to the right of the drop-down field and select a folder from the chooser. Note: All information except the Template Name is optional. However, best practice is to take advantage of all information that can help a user know which template is the best one for the task at hand. 5. Select the Use Thumbnail check box if you want a thumbnail image of your template to be shown in the Template Chooser. If you clear this check box, the template will appear in the chooser as an icon. You can select either a generic blue icon (the default), or you can click Change Icon to choose from one of the designs shown below Oracle Corporation. All rights reserved 77 of 104

78 6. Click Save to save your as a template, it is now available in the Template Chooser. After you have created a template you can use the Template Manager to lock the elements in place (to preserve the layout and content), then define which, if any, elements can be edited. Lean more about defining editable template elements using the editor Oracle Corporation. All rights reserved 78 of 104

79 9 Creating folders for s You can create a folder in which to place s with common properties or uses. For example, you can place all s needed for a particular campaign in a single folder, this makes the s easier to locate. To create a new folder: 1. Navigate to Assets > s, then click Open an Existing , the Chooser opens. 2. Click New Folder, in the lower left-hand corner of the window. 3. A folder called Untitled Folder is created at the top of the list. Right-click the new folder and select Rename. 4. Enter the new name for the folder, then press Enter Oracle Corporation. All rights reserved 79 of 104

80 10 Sending s to a single contact You can send an to a test address, then view it to ensure that the is being properly delivered and rendered before wide-scale distribution. To send an to a single contact: 1. Navigate to Assets > s, then click Open an Existing , the Chooser window opens. 2. Find the that you want to test then click Choose, the editor window opens. 3. Click the action menu, then select a Contact, the a Contact chooser window opens. 4. Search for the contact that you want to send the to, then click Send, the is sent to the contact. Note: When you send an , the From: address appears as the one associated with the user account that you are logged in under, not the address specified in the settings as is usually the case Oracle Corporation. All rights reserved 80 of 104

81 11 Previewing s Eloqua provides a rich suite of tools that you can use to build, preview, and test your s before you send them out. The preview feature lets you view your message as your contacts will see it, including any field merges and dynamic or cloud content. This way, you can be sure that the personalization features you've used in your s will display properly when recipients open the message up. The preview window also lets you view the asset as it will display in a desktop/laptop browser, on a tablet, or on a smart phone, letting you test responsiveness across device types. To preview an 1. Navigate to Assets > s, then open an existing or create a new one. 2. From the action menu, select Preview... The Preview window opens.. 3. Search for and select the name of the contact(s) for whom you wish to see the preview, then click Preview. The preview opens, showing any personalized content for the selected contact. Example: This message includes a field merge on the first name, and dynamic content toward the end, which is populated with "Thanks for reading! ExampleCo loves you" by default,and an invitation to receive the message in French for people whose country is either France, Belgium, or Canada Oracle Corporation. All rights reserved 81 of 104

82 Danilo is located in Brazil. His displays the default content: Lauren is located in Canada. The dynamic content in the footer displays differently for her than it did for Danilo, according to the configured rules: Note: You can select up to ten contacts by holding the Ctrl or Shift button and clicking on the names of the contacts on the list, then click Preview. You can see how the will appear for each contact by clicking their names in the left-hand pane Oracle Corporation. All rights reserved 82 of 104

83 4. Click on Desktop, Tablet, or Mobile, at the top of the preview window to view the as it will display on the different devices and to ensure that any responsive features are behaving as expected. You can click the rotate icon to view the in both portrait and landscape form in the Tablet and Mobile views. 5. Click Cancel to close the preview window when you are done Oracle Corporation. All rights reserved 83 of 104

84 12 Sending test s This function allows you to send a test , and validate the to ensure that there are no problems with it before it is deployed. To send a test 1. Navigate to Assets > s, then click Open an Existing , the Chooser window opens. 2. Find the that you want to test then click Choose, the editor window opens. 3. Click the action menu, then select Test Content, the Test Center window opens. 4. Fill out the fields in the checker as follows: Step 1. Select an to test: The that you have open will automatically be populated in this field. Step 2. Select a User from whom to send: You can choose not to send the from a particular user (the default) and no signature rules will be processed. Or, you can select a user from the drop-down list, the will appear to have been sent from this user. This is useful if your contains a signature and you would like to see how the will be generated with a specific user's signature. Step 3. Select a testing Address: This is the address to which the test will be sent. Choose from recent contacts or enter a new in the To: section. You can also use the Find Contactand Preview Contact icons to search for and preview contacts respectively. Step 4. Select Test: Select the type of test you wish to perform: Checker: Checks for content compliance. HTML Sends the test in HTML format. Text Sends the test in plain text. When the is sent, * TEST * will be added before and after the actual subject of the message. 5. Click Perform Test. The is sent and the bottom pane of the Test Center window shows the results of the test depending on the test type you selected, HTML or Text If there are no errors, you will receive the message, SUCCESS - The s were sent to the following recipients, with a box displaying the number of successful sends (and failed sends, if there are any). On the bottom of the 2015 Oracle Corporation. All rights reserved 84 of 104

85 window will be a list of all recipients. Successful recipients are indicated with a green checkmark and any unsuccessful ones are indicated in red. If there are any errors, they will be displayed in this pane with a description of the problem. Checker: The content is validated for certain criteria and a checklist is provided showing which elements are included and what may be missing. The status and a description is provided for different elements. The checker also evaluates the links and fields in your s and identifies any potential problems. 6. Click Close to close the Test Content & Deliverability window Oracle Corporation. All rights reserved 85 of 104

86 13 Testing deliverability You can run tests to check the deliverability of your s to different domains, check for possible spam concerns in the content, and preview the in different clients. Note: This functionality is no longer available for new customers. If you purchased Oracle Eloqua prior to December 1st, 2014 you will continue to have this functionality until December To test deliverability: 1. Navigate to Assets > s, then click Open an Existing , the Chooser window opens. 2. Find the that you want to test then click Choose, the editor window opens. 3. Click the action menu, then select Test Content & Deliverability, the Test Center window opens. 4. Click on the Deliverability tab, select the name of the you wish to test. You must choose a test type: General Deliverability: Shows you the deliverability performance of your when sent to a variety of test accounts using several service providers in North America, Europe, APAC and Latin America. Inbox Preview and Spam Content Check: Shows you how your will look in popular clients, and verifies that your has successfully passed through spam filters. Two reports are generated as PDFs, one for Inbox Previews and the other for the Spam Check. You will be notified by when the reports are available for download. Note:The time for the report compilation can vary widely based on each individual 's contents. 5. Enable the checkbox next to "Send when the results are ready" to be notified when the results of the test are available. 6. Click Run Deliverability Test to run the test Oracle Corporation. All rights reserved 86 of 104

87 14 Batch sending s from the editor The batch send option allows you to create a campaign and send an directly from the editor. This can streamline campaign creation and help you quickly distribute s when they are ready. To batch send an from within the editor: 1. Navigate to Assets > s, then open an existing or create a new one. 2. Edit the as needed, then click Save in the upper right hand corner of the canvas. 3. Click the action menu (gear icon), and select Batch Send, then select either Multi-Step Campaign (the opens on the campaign canvas) or Simple Campaign (the opens in the simple campaign wizard). Configure the campaign as needed on the corresponding interface. Learn more about multi-step campaigns and simple campaigns. Note: If there are errors in the , the Batch Send option will not be available. You must resolve the issues before the can be sent, the errors indicator is displayed in the upper left-hand corner of the page. Click on the indicator to open the Validation Errors window. Double click on each error to be taken directly to the issue on the canvas, from here you can make any necessary changes. The Batch Send option is enabled after all issues are resolved Oracle Corporation. All rights reserved 87 of 104

88 15 Searching for s using the chooser You can locate existing s using the chooser. After you find the that you need, you can open it to make changes, create a copy of the , delete it, or rename it from the chooser window. To search for an using the chooser: 1. Navigate to Assets > s, then click Open an Existing the Chooser opens. By default, the All Files location is highlighted in the left-hand pane the All breadcrumb folder is shown directly above the results column: 2. Type the name of the that you want to find in the search field in the upper right-hand corner of the chooser window. As you type, matching items appear in your results list. As you continue to enter more characters, the possible matches are narrowed down. The Search function searches all levels in the folder hierarchy. To sort the items in a column, click on the column name, then click the name again to reverse the sort order. Folders will always show "--" in the status column, whereas s will show either Draft or Active. Note: Folders are indicated by the folder icon ( ) whereas files ( s) are indicated by their corresponding icon ( ). Folders indicated by a red icon ( ) are system folders, and cannot be deleted but they can be renamed or copied. You can add a subfolder by right-clicking on the red icon and selecting New Folder. If you know the name of the folder in which your item is located, or if you simply wish to browse the contents of a subfolder, double-click on the name of the folder in the right-hand pane. As you navigate deeper into the folder structure (hierarchy), breadcrumbs are indicated above the "Name" heading indicating your current location. Example: In the image below, you are currently looking at the contents of the "Breaking News" folder (a subfolder of "Buzz"): 2015 Oracle Corporation. All rights reserved 88 of 104

89 If you wish to quickly go back to the Buzz or All folder, click the (back) button in the upper-left corner to move back one level. Likewise, use the (forward) button to follow your original navigation path, i.e. clicking on the forward button once you will return to the Buzz folder. Regardless of which folder is shown in the breadcrumbs, your search will still produce any matching results found throughout the entire folder hierarchy. If there are no subfolders, the and buttons are greyed out. 3. After you have located your file, you can open it in the editor, either double-click on its name or select it and click Choose. You can also perform standard Eloqua file functions by right-clicking on the name and selecting Copy, Rename, or Delete Oracle Corporation. All rights reserved 89 of 104

90 16 Copying s You can create a copy of an existing and then customize it if necessary for the current campaign. To create a copy of an 1. Navigate to Assets > s, then click Open an Existing , the Chooser window opens. 2. Search for the that you want to copy, right-click on its name, then select Copy. The copy of the appears on the list as Original Name: Copy. 3. Double-click on the copy, the opens in the editor window. 4. Click the action menu (gear icon) in the upper right-hand corner, then select Settings, the settings window opens. 5. Configure the settings for the copy: Name: Provide a new name for the . This is the name that will appear at the top of the editing window and in the chooser to identify the Oracle Corporation. All rights reserved 90 of 104

91 Group: Choose an group from the drop-down list. groups are used to manage s that have a common property, such as a geographic location, type of customer, etc., and include template-like headers and footers that are automatically applied to any that is added to the group. The group settings can always be overridden at the individual level without affecting other s in that group. Learn more about groups. Header: Choose an header to use from the drop-down list. You can also add a header by double-clicking on the canvas while editing it later. Learn more about headers. Footer: Choose an footer to use from the drop-down list. You can also add a footer by double-clicking on the canvas while editing it later. Learn more about footers. Subject: Fill in the information that will appear in the subject line of the . This can include field merge code to draw field values into the subject line. From: Fill in the From Name for the sender, this is the name that is shown to the recipient. In the From Address field, enter the address that will be shown as the "from" address for the . Note: This should be an address that the recipient knows and trusts, or at least one that appears to be legitimate, preferably using a domain name that the recipient will recognize and trust. Send Plain-Text only: Enable this checkbox to send a plain-text version . Reply-to: Fill in the Reply-to Name, this is the display name for the person who will receive reply s from the recipient. This may be the same as the From Name, or replies may go to a different department or person (for example, "Support"). In the Replyto Address, field, enter the address to which replies will be sent. Bounceback: By default, bouncebacks are sent to Eloqua so they can be tracked. Select the address from the drop-down list. Encoding: Set the character encoding used in the . If you are using a double-byte language in the (such as Chinese), or may translate the content in future, set this to Unicode (UTF-8). Enable Tracking: As a best practice, you should select this checkbox to ensure that your is tracked in Eloqua. This checkbox should only be deselected if you are sure you will never require reports about this , and if you do not want metrics from this to be included in summary reports for all your s. Enable Responsive Vertical Resizing: The Responsive Vertical Resizing option 2015 Oracle Corporation. All rights reserved 91 of 104

92 dynamically resizes s built in the Editor based on the content populated in the (e.g. cloud content, dynamic content, shared content). This prevents content from being cut off when a recipient's content is larger than the container originally configured in the editor and renders a more mobile-friendly version. Note: For net new assets, Responsive Vertical Resizing is enabled by default. For existing assets, the original settings are respected. Click Done when you have finished, the settings window closes. Note: The From information, the subject line, and the group can also be modified in the top bar of the canvas as shown in the image below. 6. Edit the content of the as needed. Learn more about the editor components. 7. Click Save to save the when you are done Oracle Corporation. All rights reserved 92 of 104

93 17 Deleting s When an is no longer needed, it can be deleted from Eloqua. This reduces unnecessary clutter in your file folders and makes it easier to find the s that you still need. Note: If another Eloqua object or asset is dependent on the you wish to delete, the Dependency Checker window will display a list of the location(s) where the is referenced. You must resolve those dependencies before being able to delete the . To delete an 1. Navigate to Assets > s, then click Open an Existing , the Chooser opens. 2. Right-click the name in the chooser and select Delete, a confirmation window opens. 3. Click Delete to confirm that you want to permanently delete the selected from the application. The is deleted Oracle Corporation. All rights reserved 93 of 104

94 18 Setting global defaults The configuration page shows customer administrators the default settings for the s module in the application. Note: Many of the settings on this page are read-only, and can only be set by Eloqua personnel or partners during implementation. If an option is grayed out or cannot be selected, it is readonly. Contact your Customer Success Manager for more information. To set global defaults: 1. Navigate to Settings > Setup > Defaults (in the Assets section), the configuration page opens. 2. Edit the settings as required, the settings available on this page are: Send to Specified Domains Only: Read-only. This is selected if there are no domains being used that are not managed by Eloqua. Live Send: Read-only. Enable Tracing: Read-only. Brand Domains: Read-only. Depending on the B&D package you purchased, you may have one or more branded subdomains. Contact your Customer Success Manager for more information. External Tracking: Depending on implementation settings, you may enable this option if you have an external web analytics system and want to send tracking information to that system, you can select and configure how the information is passed to your external systems. Contact your Customer Success Manager for more information. Use Approvals Workflow: Read -only. Add List-Unsubscribe header to outbound campaign s (default): If this checkbox is enabled, a list-unsubscribe header will be added to all outbound campaign s. Default Encoding Language: Shows the default encoding used for s. Example: If this is set to Unicode (UTF-8), then your users can use double-byte languages (such as Standard Chinese) in s Oracle Corporation. All rights reserved 94 of 104

95 Default Sender Display Name: Shows the default sender display name used in s in which the settings is not customized.you can change this default by entering a new name in the field. Default From Address: Shows the default From address used in s in which the settings is not customized. You can change this default by entering a new address in the field. Default Reply-To Address: Shows the default Reply-To address used in s in which the settings is not customized. You can change this default by entering a new address in the field. Bounceback Configuration: Read-only. Shows the address to which s that cannot be delivered are sent, as well as the Forward address. If there are multiple Bounceback and Forwarding addresses, the default addresses are indicated with a green checkmark in the Default column. Max. Number of Recipients per Send: Read-only. If you are using Eloqua for MicrosoftÂ OutlookÂ, this value shows you the maximum number of s per send. Depending on how your system was configured, this number can be any number up to 250. Monthly Tests Available to Client (Auto-Resets Monthly): Read-only. Shows you the number of Return PathÂ tests currently available in the application. This number is reset monthly to the number associated with your account. Contact your Customer Success Manager if you require more information or additional tests. 3. Click Update Settings in the bottom right-hand corner, any changes you made are saved Oracle Corporation. All rights reserved 95 of 104

96 19 Code requirements for HTML uploads Important: If you have asked a third-party to create the code for your , it is important that you provide them with this information in order to avoid integration problems in Eloqua. In order for your HTML to render properly in Eloqua and across all browsers, it is recommended to use the following guidelines: Recommended- Specify a DocType to ensure the best possible rendering of s across browsers. Code must validate properly according to W3C Markup Validation Service at Do not target the <BODY> tag with CSS. Example: <!DOCTYPE html PUBLIC "- //W3C//DTD XHTML 1.0 Transitional//EN" " transitional.dtd"> Ensure compatibility with the following basic Eloqua CSS reset included in the application for proper rendering across different browsers: html{color:#000;background:#fff;} body,div,dl,dt,dd,ul,ol,li,h1,h2,h3,h4,h5,h6,pre,code, form,fieldset,legend,input,button,textarea,p,blockquote,th td{margin:0;padding:0;}table{bordercollapse:collapse;borderspacing:0;}fieldset,img{border:0;} address, caption,cite,code,dfn,em,strong,th,varoptgroup{fontstyle:inherit;font-weight:inherit;}del,ins{textdecoration:none;}caption,th{text-align:left;} input,button,textarea,select,optgroup,option{fontfamily:inherit;font-size:inherit;font-style:inherit;fontweight:inherit;}input,button,textarea,select{*fontsize:100%;} 2015 Oracle Corporation. All rights reserved 96 of 104

97 Do not use these System class names:.sc-view.sc-view-overflow.sc-container-view.overlays-active.inline-styled-view.inline-styled-view{}.hidden-border.body.sc-view.static-layout.main.elq-form.elq-form-ce Use static or absolute positioning, and avoid relative or fixed-positioned elements. Use of tables is permitted. Do notuse relative paths to reference images, stylesheets, etc. Do not use<html>, <HEAD>, <BODY> opening or closing tags within a text or shared content section. Ensure all elements have correct opening and closing tags. Recommended- For display purposes, avoid the use of the '&' (ampersand) in URLs that are included in your HTML code. For security purposes, there is an approved list ("whitelist") of HTML tags that can be included when uploading an message to Eloqua. If your tag is not on this whitelist, an error message will be presented, preventing you from saving your (or any changes you have made). It will be necessary to remove the tag(s) that has/have been flagged as prohibited. The message will inform you of the exact tag that is causing the problem. Note: If you re-save any transitioned content in the editor, you must reset the following: Page dimensions, body background color/images, document background color/images Oracle Corporation. All rights reserved 97 of 104

98 After you have verified that all requirements have been met, you can proceed to upload your HTML code for your Eloqua s. See Creating s by uploading HTML and related assets Oracle Corporation. All rights reserved 98 of 104

99 20 Using the visual click-through report The Visual Click-through Report allows you to quickly see the click-through activity on tracked links in your s, without having to run a report in Eloqua Insight. Using this feature, each tracked link in your shows data indicating how many total click-throughs have been performed by prospects or contacts who opened the . Therefore, you can tailor your future s based on the interest your contacts have shown through their click-through activity. Link tracking must be enabled for click-through data to appear in the Visual Click-through Report. For more information on link tracking, read about adding hyperlinks to s. The following System Action links are currently not tracked with the Visual Click-through Report: Add to Group Link Remove from Group Link Send to Subscription List Link Send to Subscription Page link Subscribe to All Link Unsubscribe from All Link Important: The Visual Click-through Report tracks links created or modified after March 1, Customers who request this functionality while it is in controlled availability can manually update their old assets by opening and re-saving those components. Note: This feature is currently released under our Controlled Availability program. To request access to this feature, please log in to My Oracle Support ( and create a service request. Important: The Visual Click-through Report tracks links created or modified after March 1, Customers who request this functionality while it is in controlled availability can manually update their old assets by opening and re-saving those components. To use the visual click-through report: 1. Navigate to Assets > s, then click Open an Existing . The Chooser opens. 2. Select the for which you wish to view the report, then click Choose to open the Oracle Corporation. All rights reserved 99 of 104

100 3. Click the action menu (gear icon) in the top-right corner of the Eloqua window and select Clickthrough Report at the bottom of the list. The opens in a new browser tab called Eloqua Preview, displaying the Click-through Visualizer. The Click-through Visualizer provides the following information: The left-hand column, Link Click-throughs, shows the URLs to all tracked links in your . The names of file storage, system actions, and landing pages are displayed allowing you to quickly view and identify the links contacts have clicked. Links are also shown in the representation on the right-hand side with small bubble icons above each link. The percentage of clicks on a specific link is available in both views. Note: A green icon is displayed above a link which has been clicked at least once. A red icon is displayed above a link which has not been clicked. To see click-through activity for a specific link in your , select the link from either the Link Click-throughs left-hand column, or click the bubble icon above the link on the right. Once you have selected a specific link, the percentage of clicks, number of clicks, 2015 Oracle Corporation. All rights reserved 100 of 104

101 image (if applicable), and URL are displayed. Any links that have more than one instance in your are treated as distinct entities. Data concerning the number and percentage of clicks is shown separately for each instance of the link. Example: If appears both in the header and footer of the , 2015 Oracle Corporation. All rights reserved 101 of 104