ELOQUA FUNDAMENTALS: EFFECTIVE EMAIL MARKETING CAMPAIGNS EXERCISE GUIDE
FUNDAMENTALS COPYRIGHT STATEMENT The software and documentation comprising this system are the property of Eloqua Corporation. All copyright, patent, trade secret, and other intellectual property rights in the software and documentation comprising this system are, and shall remain, the valuable property of Eloqua. The use, disclosure, or reproduction of the software and documentation comprising this system is strictly prohibited, except under written license from Eloqua or its licensors, and the unauthorized copying of these materials also constitutes a violation of law. 2011 Eloqua. All rights reserved. Trademark Information Eloqua is a registered trademark of Eloqua Corporation. Eloqua and the Eloqua logo are registered trademarks of Eloqua Corporation. Disclaimer Eloqua Corporation will not be held responsible for any errors or omissions contained in this documentation. However, an effort will be made to correct any such error or omission within a reasonable period of time following its detection. Export Control Each Party agrees to (a) comply with all applicable laws regarding export or re-export of the Confidential Information, technical data, or derivatives of such items; and (b) not to export or reexport any such items to a destination or end user for which applicable law, including Canadian or U.S. law, requires an export license or other approval without first having obtained such license or approval. 2 of 91 Eloqua Education Services
ELOQUA TABLE OF CONTENTS Chapter 1: Contacts Segmentation & Distribution Lists Exercise 1.1 Manually Add Contact to Database. 10 Exercise 1.2 Create Contact Group. 12 Exercise 1.3 Download Files.. 12 Exercise 1.4 Upload Contact List. 15 Exercise 1.5 Create Contact Filter... 17 Exercise 1.6 Build a Distribution List.. 21 Chapter 2: HTML Emails & Template Emails Demo Create Email Group.. 23 Exercise 2.1 Create Email Folders.. 23 Exercise 2.2 Upload HTML Email.. 25 Exercise 2.3 Edit HTML Email. 26 Exercise 2.4 Test Send Email. 27 Exercise 2.5 Batch Send HTML Email 29 Exercise 2.6 Create Template Email. 31 Exercise 2.7 Edit Template Email 33 Exercise 2.8 Test Send Template Email. 34 Chapter 3: Email Personalization Demo View & Edit Signature Layout.. 37 Exercise 3.1 Insert Signature Layout into Email.. 38 Demo Edit Agent Settings... 39 Exercise 3.2 Test Send Email with Signature Layout... 40 Exercise 3.3 Copy Template Email.. 41 Demo ADC Rule 43 Exercise 3.4 Insert ADC into Copied Email 45 Exercise 3.5 Test Send Email 47 Exercise 3.6 Quicksend Send Email to Instructor 48 Chapter 4: Email Reporting Exercise 4.1 Locate Email Metrics & Dashboards. 50 Eloqua Education Services 3 of 91
FUNDAMENTALS Chapter 5: Hypersites & Generic Landing Pages Exercise 5.1 Create Generic Landing Page 53 Exercise 5.2 Copy Email & Add Link to Hypersite 54 Chapter 6: Form Landing Pages Exercise 6.1 Create New Form. 57 Exercise 6.2 Create Form Landing Page Layout. 61 Exercise 6.3 Publish Form Landing Page to Hypersite.. 64 Exercise 6.4 Review Form Submission in Form Data. 64 Exercise 6.5 Email with Link to Form Landing Page.. 65 Chapter 7: Form Automation Exercise 7.1 Confirmation Page Processing Step.. 67 Exercise 7.2 Add Save to Contact Table Step. 69 Exercise 7.3 Update Existing Record or Data Object 70 Exercise 7.4 Add Send Email Step.. 72 Exercise 7.5 Add Email Notification Step 73 Exercise 7.6 Add the Add to Contact Group Step. 74 Exercise 7.7 Test Form Processing Steps. 76 Chapter 8: Alternate Versions of Forms Exercise 8.1 Create New Layout (Basic Layout). 78 Exercise 8.2 Update Processing Steps. 79 Exercise 8.3 Embed Form in Generic Landing Page 80 Chapter 9: Copy Forms Exercise 9.1 Copy Form 82 Exercise 9.2 Modify Layout 83 Exercise 9.3 Publish to Form Landing Page. 85 Review... 87 4 of 91 Eloqua Education Services
ELOQUA AGENDA DAY 1 During Day 1 of Fundamentals, you: Segment Contacts in Your Database Build a Distribution List Organize Emails Upload & Edit an HTML Email Create an Email Based on a Template Deploy Emails to a Segment of the Database Use Personalization in an Email Copy an Email Test Emails Pull Email Reports DAY 2 During Day 2 of Fundamentals, you: Create a Generic Landing Page Create a Form Create a Form Landing Page Layout Review Form Submissions Add Automation to a Form Create an Alternate Version of a Form Copy a Form *NOTE: Some items from Day 1 may carry over to Day 2 depending on the class pace. Eloqua Education Services 5 of 91
FUNDAMENTALS Intro: Why Eloqua? Eloqua assists in bridging the divide between the sales and marketing teams. It provides marketing the tools to execute simple campaigns such as single asset marketing offers or complex multi-channel campaigns such as event and campaign management, lead scoring and nurturing and passing qualified leads to sales. 6 of 91 Eloqua Education Services
ELOQUA Chapter 1: Contacts Segmentation & Distribution Lists Objectives By the end of this chapter you will be able to: Manually add a contact to the database Create a contact group Upload a contact list Create a contact filter Build a distribution list What are Data Entities? At its foundation Eloqua is a marketing database made up of prospects, contacts, companies and visitors. As you are just getting started with Eloqua, you ll find that Contacts are the entity you use for most marketing activities. Prospects are unique individuals in the database who do not have an email address. Contacts are individuals with an email address and a known level of permission (subscribed/unsubscribe). All Contacts must have an email address and are automatically deduplicated by email address. Eloqua Education Services 7 of 91
FUNDAMENTALS Companies store information about companies and can be linked to both prospects and contacts. Visitor Records are also referred to as Profiles. This is where digital body language is captured. All of the information from IP address, cookie and tracking script is captured in the Profile. Multiple Visitor Records can be linked to one Contact. Each data entity has a distinct data table to store information. The Contact Data Table allows for up to 250 Contact Fields, such as First Name, Last Name, Email Address, etc. 8 of 91 Eloqua Education Services
ELOQUA How do you add Contacts to the database? There are 4 main ways to add Contacts to the database: 1. Manually Enter 2. List Upload 3. Form Submission 4. CRM Update Eloqua Education Services 9 of 91
FUNDAMENTALS Exercise 1.1 Manually Add Contact to Database 1. Communicate > Email Marketing > Contacts 2. Make sure the sub-tabs are highlighted as Contacts : Contacts 3. Use the Quick Search to search for yourself 4. Get Started Bar Contacts drop down > Add New Contact 5. Enter email address you can check during class 6. Save 7. Search for yourself in Quick Search again 10 of 91 Eloqua Education Services
ELOQUA What is Segmentation? Segmentation refers to the ability to locate a portion of the database in order to target that particular slice of the database. Two segmentation tools covered in this class: 1. Contact Groups 2. Contact Filters What is a Contact Group? A Contact Group is a way to organize a set of Contacts who share an attribute. Contact Groups make it easier to locate contacts in the future. By placing Contacts into a bucket it is easier to find them in the future. Eloqua Education Services 11 of 91
FUNDAMENTALS Exercise 1.2 Create Contact Group 1. Communicate > Email Marketing > Contacts 2. Get Started bar Contacts drop down > New Contact Group 3. Name the Group using the naming convention 4. Place in your class Folder 5. Save 6. Highlight the sub tabs as Contacts : Groups 7. Open class folder by clicking black + and locate your Group Exercise 1.3 Download Files (Contacts & HTML) 1. Go to http://trainingdocs.eloqua.com 2. Click on Eloqua Fundamentals 3. Click on Upload Contacts 4. Save to Desktop, Open file 5. Add self to file and save as CSV 6. Return to the Training Docs Window 7. Click One zipped file link under HTML Sample 8. Save to your Desktop 9. Unzip folder (specific instructions follow) FYI: How to Unzip a File Internet Explorer - Windows 1. Save the One zipped file document to your Desktop 2. Choose Open when the Download Complete window opens 3. If you get a pop-up warning, choose Allow 4. Choose Extract All Files 12 of 91 Eloqua Education Services
ELOQUA 5. Select destination and click Extract FYI: How to Unzip a File Mozilla Firefox - Windows 1. Double click on One zipped file link 2. Move radio button to Save File then click OK 3. Downloads window opens, right-click on HTMLEmailSample.zip and choose Open 4. Choose Extract All Files 5. Select destination and click Extract FYI: How to Unzip a File Mozilla Firefox - Mac Download HTML Sample Folder from http://trainingdocs.eloqua.com 1. Double click on One zipped file link 2. Move radio button to Save File then click OK 3. Downloads window opens, Ctrl+click on HTMLEmailSample.zip and choose Open 4. From the Finder window Ctrl+click choose Open With and then Archive Utility Eloqua Education Services 13 of 91
FUNDAMENTALS What is a Contact Upload? A Contact Upload is the function that allows you to add new Contacts to your database or update existing Contacts via file upload. 14 of 91 Eloqua Education Services
ELOQUA Exercise 1.4 Upload Contact List 1. Communicate > Email Marketing > Contacts 2. Get Started Bar Contacts drop down > Upload Contacts 3. Enter a Name for your upload 4. Click Next 5. Click Browse to locate the Contacts download on your Desktop 6. Click Upload and Preview Data 7. Scroll down in the preview to check that your information is the last line of data 8. Click Next 9. Check that all fields are mapped correctly (i.e. First Name to First Name, etc.) 10. Click Next 11. Click on the empty field next to Contact Group to open Search Window 12. Place a check mark next to your Contact Group under Recent Items 13. Check to see that the upper right hand corner of the Contact Group Search window now shows your Selected Contact Group 14. Click OK 15. Click Next 16. Add your email address to the Notification Email are of the Summary screen 17. Click Finish Eloqua Education Services 15 of 91
FUNDAMENTALS What is a Contact Filter? A Contact Filter is a dynamic search tool that searches the database for contacts who meet a set of criteria and returns real time results. Contact Filters use a combination of three types of criteria (Contact Field, Activity, and Inactivity) as well as wildcards (*) and Boolean values to create a powerful filtering tool. Each filter can contain up to 15 separate criteria. 16 of 91 Eloqua Education Services
ELOQUA Exercise 1.5 Create Contact Filter Step One: Add Single Contact Field Based Criteria 1. Communicate > Email Marketing > Contacts 2. Highlight the sub-tabs to read Contacts : Filters 3. Click the drop down next to the Class Folder 4. Choose Create New Folder 5. Name your folder 6. Save, then Close 7. Get Started Bar Contacts drop down > New Contact Filter 8. Name Filter and place in your folder 9. Drag-and-drop Contact Field from the Field Based Filters area 10. Click in the empty field to the right of Contact where the value in 11. Search for Industry 12. Use the drop down arrow next to Industry to Select Item 13. Click OK 14. Keep does and Equal and type in an Industry name 15. Click Apply 16. Save Filter Eloqua Education Services 17 of 91
FUNDAMENTALS Step Two: Add Field Criteria Using Single Select List 17. Drag-and-drop Contact Field from the Field Based Filters area 18. Click in the empty field to the right of Contact where the value in 19. Search for State 20. Use the drop down arrow next to State of Province to Select Item 21. Click OK 22. Keep does and change Equal to Have a value in 23. Click in the empty field to the right of Have a value in which opens the Create Quick List Window 24. Click on the field next to Populate from a Select List 25. Search for State and choose Select Item from the drop down arrow next to State 26. Click OK 27. Place a check mark next to all States or Provinces you wish to filter on, then click Populate 28. Click Save and then Close 29. Click Apply 30. Save Filter Step Three: Add Activity Based Filter Criteria 31. Drag-and-drop Clicked an E-mail from the Activity Based Filters area 32. Add the number 1 to the right of Contacts who have clicked at least 33. Type the number 2 after Within the past and then choose 2 weeks 34. Click Apply 35. Save Filter 18 of 91 Eloqua Education Services
ELOQUA Step Four: Boolean Values & Unique Contacts 36. Click the Refresh button bottom center of screen to locate Unique Contacts for this Filter 37. Change the Boolean Value to OR 38. Click Refresh Button once more to see the change in number of Unique Contacts 39. Save NOTE: If you want to combine the two Boolean Values (i.e. use both AND as well as OR) switch to Advanced Mode. Then you can build complex logic, such as (Criteria 1 AND Criteria 2) OR Criteria 3 Eloqua Education Services 19 of 91
FUNDAMENTALS What is a Distribution List? Distribution Lists are used to define which contacts in the database receive an email; contacts can be added to the List or excluded from it. Distribution lists can be built using Contact Groups, Contact Filters and Individual Contacts. Distribution Lists are smart. What if you accidentally add a Contact more than once to an Included section? What if you sent out this exact email last week to some of the people on the Included area of this distribution list? What if a Contact is in both the Included and Excluded areas of the list which do you think trumps? Eloqua has you covered and automatically helps you stay in compliance with unsubscribes. Eloqua places any Contacts who are un-marketable, such as unsubscribed or hard bounceback status, and places them in the System Exclude area of the distribution Excluded area. 20 of 91 Eloqua Education Services
ELOQUA Exercise 1.6 Build a Distribution List 1. Communicate > Email Marketing > Email 2. Highlight the Lists sub-tab 3. Click the drop down next to the Class Folder 4. Choose Create New Folder 5. Name your folder 6. Save, then Close 7. Get Started bar Create & Send drop down > Create Distribution List 8. Choose Select Contacts in the New Distribution List window 9. Name distribution list and place in your folder 10. Save NOTE: Many times in Eloqua when you click Save, you are presented with additional options. It is best to choose Save and then Close, rather than Save & Close. 11. In the Included section, click Contact Group Members 12. Click Add Contact Group 13. Place a check mark next to your Contact Group 14. Click OK 15. Close the Contact Group Members pop-up window 16. In the Included area, click on Search for Individuals 17. Click Add Contact 18. Search for your Instructor 19. Place check mark next to his or her name and click OK 20. Close the Search for Individuals pop-up window 21. Save Distribution List 22. Expand the Excluded Members area of the distribution list by clicking on the header title 23. Click on Filter Contacts in the Excluded area 24. Click on Add Contact Filter 25. Place a check mark next to your Contact Filter and click OK 26. Close the Excluded Filter Contacts pop-up window 27. Save Distribution List 28. To locate the total possible recipients for this distribution list, click Update Eloqua Education Services 21 of 91
FUNDAMENTALS Chapter 2: HTML Emails & Template Emails Objectives By the end of this chapter you will be able to: Create an Email Folder Upload a HTML Email Edit a HTML Email Create a Template Email Edit a Template Email Test Send an Email Batch Send an Email How are Emails Organized in Eloqua? In Eloqua, emails are stored in Email Folders and Email Groups. Email Folder = Plain Manila Folder Email Group = Folder with Paper Sticking Out 22 of 91 Eloqua Education Services
ELOQUA Both Email Folders and Email Groups organize. Email Groups have POWER, they allow for: Roll-up Reporting Application of Default Header/Footer Granular Subscription Management In the email area, you cannot move emails between Email Groups because of the reporting that is tied into where the email is stored. This means it is very important when you are creating or copying an email to choose the email group carefully. DEMO Instructor Creates Email Group 1. Communicate > Email Marketing > Emails 2. Get Started Bar Create & Send drop down > Create Email Group 3. Name Group and place in Email Group Root 4. Save Note: Remember Email Groups are generally created by Admins because of the Email Group Super Powers Exercise 2.1 Create Email Folder 5. Locate class Email Group If you do not see the Group, refresh the left navigation panel of your screen (Right click and choose Refresh in IE or in Mozilla choose This Frame > Reload This Frame) 6. Click drop down next to class Email Group and choose Create New Folder 7. Name Folder and Save Email Folder Email Group Eloqua Education Services 23 of 91
FUNDAMENTALS What types of emails does Eloqua support? There are two types of emails supported by Eloqua. They are HTML emails and Template emails. HTML emails are uploaded from outside of Eloqua and then edited inside of Eloqua. Template emails are created from scratch inside of Eloqua without needing to know how to read or write HTML. When working within emails in Eloqua you need to decide what type of link is appropriate for each hyperlink. You can choose between Direct and Redirect Links. 24 of 91 Eloqua Education Services
ELOQUA Exercise 2.2 Upload HTML Email Step One: Load Content 1. Communicate > Email Marketing > Emails 2. Get Started Bar Create & Send drop down > Create HTML Email from Upload 3. Name Email 4. Associate with class Email Group 5. Browse for HTML folder and locate Sample-HTML-Email file 6. Click Next Step Two: Set Email Details 7. Choose your folder from the drop down 8. Enter Subject line 9. Type your information into the Display Name and Display Address fields 10. Click Next Step Three: Manage Content 11. Review images imported with HTML file 12. Click Next 13. Choose status of Redirect for all Links 14. Click Next 15. Review Email in Preview pane 16. Click Next Steps 4 & 5: Preview and Check Email 17. Enter your email address in field to be sent a TEST email of this HTML email 18. Click Check Email 19. Once the Email Checker finishes, review results 20. Click Finish Eloqua Education Services 25 of 91
FUNDAMENTALS Exercise 2.3 Edit HTML Email Step One: Open Email Editor 1. Communicate > Email Marketing > Emails 2. To open the Email Editor, double click on your email name at the top of My Recent Items Step Two: Edit Text & Add Field Merge 3. Delete Welcome to Fundamentals and insert your own headline text 4. Place cursor next to Hello and add one space 5. With cursor blinking next to Hello click Insert Field (bottom of editor) 6. Choose a First Name field merge from the drop down 7. Click Insert 8. Delete all of the left column text under this greeting line 9. Type in a sentence such as Click here to see more. Step Three: Insert Hyperlink to Webpage 10. Highlight Click here and click Insert/Edit Hyperlink 11. Keep Send to Webpage and on the next line add www.eloqua.com after the http:// 12. Place a check mark next to Insert as Redirect Link 13. Click Insert 14. Save email Step Four: Insert Image and Edit ALT Tag 15. Move cursor under text and click Insert/Edit Image 16. Search the database for an image and then click Select 17. Click OK 18. Click on image to select it and click Insert/Edit Image again to view Image Properties 19. Scroll down and type in a Text Alternative or ALT Tag 20. Click Save and then Close 21. Save email 26 of 91 Eloqua Education Services
ELOQUA Exercise 2.4 Test Send Email 1. Click on the Email button in the upper right 2. Choose Test from the drop down 3. Step 1 is already filled in 4. Step 2 is only used when you have a signature layout 5. In step 3 of the Test Center, Click Find Contact 6. Search for and select yourself 7. Click OK 8. In step 4 of the Test Center, move the radio button to HTML Email 9. Click Perform Test 10. When your test email arrives, check the following: a. Is *TEST* added to the front and end of your subject line? b. Did the field merge add your first name? c. Is your ALT Tag displaying before you download images? d. Does your hyperlink take you to www.eloqua.com? NOTE: Test Send information is not captured in any reporting. This is purely for internal testing purposes. Eloqua Education Services 27 of 91
FUNDAMENTALS How do you Send Emails in Eloqua? There are 3 ways to send emails in Eloqua. 1. Test Send 2. Quicksend 3. Batch Send Test send is used for internal testing. You can test send to up to 5 Contacts at a time. This type of sending adds *TEST* to the beginning and end of the subject line. It allows for re-sending and it does not capture any reporting information. Quicksend is for sending live emails to a small group of people (up to 25). This type of send does have special Quicksend Reporting and it does allow for resending. If your company has purchased Eloqua for Microsoft Outlook (ELMO), all emails sent via Email are sent using Quicksend. Batch Send requires a distribution list. There is no limit to the number of recipients. There is extensive reporting around all Batch sent emails. This type of send checks to see if the recipient has received this particular email before if so, it excludes that person from receiving the email a 2 nd time. 28 of 91 Eloqua Education Services
ELOQUA Exercise 2.5 Batch Send HTML Email 1. Communicate > Email Marketing > Emails 2. Click on the drop down arrow next to your email under My Recent Items 3. Select Send as Batch 4. Step one of the Email Batch Wizard is prefilled because we chose the Send as Batch option located in the drop down next to this email Click Next 5. Click in the Distribution List Field to open Search window 6. Search for your list, click on drop down arrow next to your list and choose Select Item 7. Click OK 8. Click Next 9. The system pulls information on who is eligible to be sent this email from your distribution list Review recipients 10. Click Next 11. Click Next again to skip Step 3 in the wizard (you do not need to worry about the Personalize step until after you learn about Signature Layouts) 12. In step 4, keep the radio button on Commence Immediately 13. Click Next 14. Review and then click Finish Eloqua Education Services 29 of 91
FUNDAMENTALS How do You Build Template Emails? Template emails are the Do-It-Yourself (DIY) emails. You build this type of email in 3 layers. 1 st Choose Your Template 2 nd Choose Your Theme Think of theme like your style sheet. The theme applies visual graphics and assigns fonts, color and text sizes. 3 rd Add Your Content In Template emails you have two types of areas to add content: Red Zones and Blue Zones. Red Zones allow you to add text, hyperlinks, images and more. Blue Zones allow you to add Activity Driven Content (ADC) which is discussed later in this guide. NOTE: Blue Zones are only available in the Intermediate and Advanced Templates. If you want to use ADC, make sure you select one of the appropriate template. 30 of 91 Eloqua Education Services
ELOQUA Exercise 2.6 Create Template Email 1. Communicate > Email Marketing > Emails 2. Get Started bar Create & Send drop down > Create Email from Template Step One: Template Selection 3. Name your email 4. Associate your email with the class Email Group 5. Choose the Intermediate Template 6. Click Next Step Two: Set Email Details 7. Choose your Folder from inside of the class Email Group 8. Enter Subject line 9. Type in your information for Display Name and Display Address 10. Click Next Eloqua Education Services 31 of 91
FUNDAMENTALS Step Three: Manage Content 11. Click Select Theme 12. Choose the BP-Two Column (Right Side) theme with the red header 13. Click OK 14. Go to the Select an Area to Edit drop down and choose Headline 15. Type in a headline for this email 16. Click Next (You add most of the content after you have finished the Wizard and the email is saved) Step Four & Five: Preview & Check Email 17. Review the Preview and Click Next 18. Do not run the Email Checker, just click Finish NOTE: The Email Checker checks the links and underlying HTML code in an email. Since you have not done much to this email yet, you skip this step to save time. You also have access to the Email Checker from the Test Send window. NOTE: It is recommended that you complete the Template Email Wizard and then do the majority of your editing from the Email Editor window. 32 of 91 Eloqua Education Services
ELOQUA Exercise 2.7 Edit Template Email Step One: Open Email Editor (WYSIWYG What You See Is What You Get) 1. Communicate > Email Marketing > Emails 2. To open the Email Editor, double click on your email name at the top of My Recent Items Step Two: Edit Text & Add Field Merge 3. Choose Greeting from the Select an Area to Edit drop down 4. Type in Hello then a space 5. With cursor blinking next to Hello click Insert Field (bottom of editor) 6. Choose a First Name field merge from the drop down 7. Click Insert 8. Return to the Select an Area to Edit drop down and choose Main Message 9. Type in a sentence such as Click here to see more. Step Three: Insert Hyperlink to Webpage 10. Highlight Click here and click Insert/Edit Hyperlink 11. Keep Send to Webpage and on the next line add your corporate web address after the http:// 12. Place a check mark next to Insert as Redirect Link 13. Click Insert 14. Save email Step Four: Insert Image and Edit ALT Tag 15. Move cursor under text and click Insert/Edit Image 16. Search the database for an image and then click Select 17. Click OK 18. Click on image to select it and click Insert/Edit Image again to view Image Properties 19. Scroll down and type in a Text Alternative or ALT Tag 20. Click Save and then Close 21. Save email Eloqua Education Services 33 of 91
FUNDAMENTALS Exercise 2.8 Test Send Template Email 1. Click on the Email button in the upper right 2. Choose Test from the drop down 3. Step 1 is already filled in 4. Step 2 is only used when you have a signature layout 5. In step 3 of the Test Center, click Recent Email Addresses and choose your email address 6. In step 4 of the Test Center, move the radio button to HTML Email 7. Click Perform Test 8. When your test email arrives, check the following: a. Is *TEST* added to the front and end of your subject line? b. Did the field merge add your first name? c. Is your ALT Tag displaying before you download images? d. Does your hyperlink take you to your corporate site? 34 of 91 Eloqua Education Services
ELOQUA Chapter 3: Email Personalization Objectives By the end of this chapter you will be able to: View a Signature Layout Edit Agent Settings Insert Signature Layout into an Email Copy an Email Insert Activity Driven Content into a Copied Email Send Emails using Test Send Send Emails using Quick Send Eloqua Education Services 35 of 91
FUNDAMENTALS What is a Signature Layout? A Signature Layout is a collection of field merges, images and hyperlinks that pull in an Eloqua Agent s information to make the email appear to come from them. Signature Rules are a more advanced use of Signature Layouts. Signature Rules determine which Eloqua User s information to pull into the Signature Layout based on criteria associated with the recipient. For example, if the email recipient is in Texas, use the Texas Salesperson s information in the Signature Layout. When you Insert a Signature Layout into an email, you only see a place holder that says Signature Layout ### like in the image below. Note: Auto-Responder Emails are emails that the system sends out automatically. This type of email does NOT support Signature Layouts. The email fails to send when a Signature Layout is placed into an Auto Responder Email. 36 of 91 Eloqua Education Services
ELOQUA Demo View & Edit Signature Layout 1. Communicate > Email Marketing > Emails 2. Get Started bar - Signature drop down > Manage Signature Layouts 3. Double click on Signature layout to open 4. Place cursor and click Insert Field 5. Select a Signature Field to insert from drop down 6. Click Insert 7. Save Eloqua Education Services 37 of 91
FUNDAMENTALS Exercise 3.1 Insert Signature Layout into Template Email 1. Communicate > Email Marketing > Emails 2. To open the Email Editor, double click on your email name at the top of My Recent Items 3. Click Signature Conclusion in the Select an Area to Edit drop down 4. With cursor blinking, click Insert Signature Layout 5. Keep the radio button on Yes next to Insert a specific layout? 6. In the Layout to Insert drop down, select the signature layout that was just demoed 7. In the Preview Panel, do you see Please Update repeatedly? If yes, you need to edit Agent Settings (instructions in next exercise) 8. In the Sender for Preview locate your instructor s name to see the Signature previewed with actual information 9. Click Insert 10. Save email 38 of 91 Eloqua Education Services
ELOQUA Demo Edit Agent Settings 1. Setup > My Settings 2. Click Edit Agent Settings 3. Under the Login Info header update four fields with your information a. Display Name b. First Name c. Last Name d. Email Address 4. Save 5. Scroll down and click on the header General Info (Signature Fields) to expand this section 6. Update the fields listed here and if there are additional fields in the Signature Layout you are using, update those as well a. Email Reply-To Address b. Company c. Website URL d. Job Title e. Business Phone 7. Save NOTE: Edit Agent Settings (under Setup > My Settings) is also where you go if you need to change your password or if you want to check which time zone you are in according to your Eloqua install. Eloqua Education Services 39 of 91
FUNDAMENTALS Exercise 3.2 Test Send Email with Signature Layout 1. Communicate > Email Marketing > Email tab 2. Open the email with your signature layout under My Recent Items by double clicking on the email name 3. Click on the Email button in the upper right 4. Choose Test from the drop down 5. Step 1 is already filled in 6. Step 2 determines which Eloqua User s information is pulled into the Signature Layout Locate your User # in the drop down 7. In Step 3 of the Test Center, click Recent Email Addresses and choose your email address 8. In Step 4 of the Test Center, move the radio button to HTML Email 9. Click Perform Test 10. When your test email arrives, check the following: a. Did your information populate in the signature layout? b. Did the field merge add your first name? c. Is your ALT Tag displaying before you download images? d. Does your hyperlink take you to the Eloqua Benchmark Report? 40 of 91 Eloqua Education Services
ELOQUA Why Copy an Email? Save time by copying an email and repurposing it. Whenever you copy an email it is important to remember to change the subject line in the Email Details. Also, make sure you are saving the copied email to the Email Group where you want it to live. Remember, once an email is created/saved to an Email Group you cannot move it to a different Email Group. Exercise 3.3 Copy Template Email Step One: Copy Email 1. Communicate > Email Marketing > Emails 2. Click on the drop down arrow next to your email under My Recent Items 3. 4. Choose Copy from the drop down Rename email 5. Check that the correct Email Group is prefilled 6. Click Copy Email Step Two: Edit Email Details 7. Click Email button (upper right) and then Email Details 8. Choose the sub-folder within the class Email Group 9. Edit Subject Line 10. Edit Sender Information if necessary 11. Click Content (upper right ) and then Edit Email to return to the WYSIWYG Editor Step Three: Edit Email 12. 13. Click Headline in the Select an Area to Edit drop down Delete current headline and type in new headline 14. Highlight the hyperlinked text and click Insert/Edit Hyperlink 15. Click Unlink at the bottom of the Insert/Edit Hyperlink screen 16. Highlight the Click here text that is now unlinked and click Insert/Edit Hyperlink once more to add a new hyperlink 17. Type in www.eloqua.com/benchmark 18. Click Insert 19. Save email Best practice: Whenever you copy an email make sure you change the subject line. Best practice: Always unlink before trying to change or replace a hyperlink. Eloqua Education Services 41 of 91
FUNDAMENTALS What is Activity Driven Content (ADC)? Activity Driven Content is a piece of content placed into an email based on data on the recipient s contact record. For example, if State or Province field equals Texas then show the piece of content below. An ADC Rule is the collection of criteria and content which is based on specific values in a Contact field. Every ADC Rule must have a piece of default content. This is the content that is shown to the email recipient who does not fit any of the outlined criteria. ADC can be added to both HTML emails and Template emails. ADC Rules are created specifically for one email type or the other. Therefore you have HTML email ADC Rules and you have Template email ADC Rules. If you are using a Template email, you must have Blue Zones. This means the email must use either the Intermediate or Advanced Template. The Simple (or one column) Template does not have any Blue Zones and, therefore, does not support ADC. 42 of 91 Eloqua Education Services
ELOQUA Demo ADC Rule Step One: Create ADC and Choose Default Content 1. Communicate > Email Marketing > Email tab 2. Get Started bar Tools & Content Components > Activity Driven Content 3. Click New Activity Driven Content Rule 4. Decide if this Rule is to be inserted into a HTML email or a Template email and move the radio button to correct email type 5. Name the ADC Rule 6. Click in the Default Content field to search for a piece of Content 7. Search for a piece of content by searching for default state (or click Create New to build new content) 8. Click on drop down next to content and choose Select Item (Also from this drop down you can Edit and Preview Content Sections) 9. Click OK 10. Click Save (Do not click Save & Close. If you do you have to reopen your ADC Rule in order to define the criteria) Eloqua Education Services 43 of 91
FUNDAMENTALS Step Two: Add Criterion 11. Click the new button Add Criterion (along the button) 12. Leave the Entity type as Contact 13. Click in the Field Name field 14. Search for State 15. Click on drop down next to State or Province and choose Select Item 16. Click OK 17. Next to Is Equal to type in a State abbreviation 18. Click on the field next to Content to Insert 19. Search for content for the state chosen 20. Click on drop down next to the content you wish to select and choose Select Item 21. Click OK 22. Save Criterion and then Close to return to ADC Rule 23. Continue adding Criterion for different States 24. Save and then Close ADC Rule 44 of 91 Eloqua Education Services
ELOQUA Exercise 3.4 Insert ADC Step One: Add ADC to Copied Email 25. Communicate > Email Marketing > Email tab 26. Open the email with your signature layout under My Recent Items by double clicking on the email name 27. Click in the Blue Zone (right hand column of your Template Email) 28. Click Add ADC 29. Search for the ADC Rule the instructor just demoed 30. Click Select 31. Click OK 32. Save email Note: If you ever need to remove or replace ADC, open up the Email Editor, click on the ADC and use the Remove button along the top of the editor window. Eloqua Education Services 45 of 91
FUNDAMENTALS Step Two: Preview ADC 33. After you have Saved your email, click the Content button (upper right) 34. Choose Preview Email 35. On the right hand side of Preview is a drop down for viewing the different pieces of content within the selected ADC Rule 36. Preview each of the pieces of Content 37. To return to the Email Editor, click the Content button (upper right) and choose Edit Email Note: Preview is not the most reliable way to check how the email displays in an email inbox. Use Test Send or run a Deliverability Test for the most reliable results. 46 of 91 Eloqua Education Services
ELOQUA Exercise 3.5 Test Send Email 1. Communicate > Email Marketing > Email tab 2. Open the email with ACD inserted under My Recent Items by double clicking on the email name 3. Click on the Email button in the upper right 4. Choose Test from the drop down 5. Step 1 is already filled in 6. Step 2 determines which Eloqua User s information is pulled into the Signature Layout Locate your User # in the drop down 7. In Step 3 of the Test Center, click Recent Email Addresses and choose your email address 8. In Step 4 of the Test Center, move the radio button to HTML Email 9. Click Perform Test 10. When your test email arrives, check the following: a. Which of the ADC content is displaying in your TEST email? Eloqua Education Services 47 of 91
FUNDAMENTALS Exercise 3.6 Quicksend Send Email to Instructor 1. Communicate > Email Marketing > Email tab 2. Open the email with ACD inserted under My Recent Items by double clicking on the email name 3. Click on the Email button in the upper right 4. Choose Quicksend from the drop down 5. In Step 1, choose the instructor s email address from Recent Email Addresses or click Find Contact and search for instructor 6. In Step 2, locate your User # from the drop down. This is determining whose information populates in the Signature Layout and in the Sender information 7. Skip Step 3 8. Click Send Email 48 of 91 Eloqua Education Services
ELOQUA Chapter 4: Email Reporting Objectives A t the end of this section, you will be able to Explain Key Functions of Reporting Pull Reports on the Email Dashboard Pull Reports on the Email Group Dashboard Pull an Email Batch Executive Overview Report Why Use Reporting? Reporting in Eloqua provides you with a broad spectrum of metrics so that you can determine effectiveness, measure where you are now, track progress, prove value and more. Reports & dashboards are available to all Eloqua users and as you find favorite reports you can set up Email Updates so that your favorite reports are emailed to you at a scheduled time. There are three main places where you can find reports & dashboards: 1. Eloqua Today: Saved reports, custom dashboards & overview dashboards 2. Report Console: Searchable area that gives access to all reports & dashboards (Evaluate > Reporting > Report Console) 3. Asset Level: Go to a particular asset, such as a particular email or form, then use the drop down arrow to locate the dashboard for that asset When looking at emails, there are several important metrics: Open Rate: Every email that has had images downloaded Click Through Rate: Every email where the recipient has clicked on a hyperlink Email Effectiveness Rate: Non-distinct click throughs/ non-distinct opens Received Rates: Number sent minus number of bouncebacks These metrics can be seen at the email level, the email group level and the entire install level. You start by looking at one leaf (i.e. email metrics), then at one tree (email group metrics) and finally the entire forest (email overview metrics). Eloqua Education Services 49 of 91
FUNDAMENTALS Exercise 4.1 Locate Email Metrics & Dashboards What is the open and click through rate for your Template email? 1. Go to the Email area and locate your Template email 2. Click on the drop down arrow and select Email Dashboard What is the open and click through rate for our Email Group? 1. Go to the Email area 2. Locate our Email Group 3. Click on the drop down arrow and select Email Group Dashboard What is the current open and click through rate for all of the Emails in the database? 1. Go to the Report Console (Evaluate > Reporting > Report Console) 2. Search for batch executive 3. Click on Email Batch Executive Overview report 4. Choose the time range of last week 5. Click View Report 50 of 91 Eloqua Education Services
ELOQUA Chapter 5: Hypersites & Generic Landing Pages Objectives At the end of this section, you will be able to Create a Generic Landing Page Add a Hyperlink to a Hypersite into an Email What is a Hypersite? A hypersite is a domain which can host landing pages. Admins create hypersites. However, any Eloqua user with access to the Hypersites area (Communicate > Hypersites) can create Generic or PURL Landing Pages. Form Landing Pages are created in the Forms area (Automate > Forms). All three types of landing pages can Support Field Merges (For example, First Name) Host Pre-Populating Forms Be Created Without IT Involvement Eloqua Education Services 51 of 91
FUNDAMENTALS How are Hypersites & Landing Pages Organized? In the Hypersites area (Communicate > Hypersites), landing pages are organized first by which hypersite they live. Then inside of that hypersite, they are listed in the following order: PURL (Personalized URL) pages (start with [#]) Form Landing Pages (start with /forms/ ) Generic Landing pages (start with /content/ ) If you are looking for a Generic Landing Page you need to go to Communicate > Hypersites. Then click the + next to the hypersite where your landing page lives. Then scroll past all of the PURL and Form landing pages. How are URLs Built for Landing Pages? All URLs start with the hypersite you select. What appears after the hypersite tells you what kind of landing page you are viewing. PURL pages include a number. Form Landing Pages start with the hypersite and then follow with /form/form_layout_name. Generic Landing Page URLs start with the hypersite and then follow with /content/name_of_generic_landing_page. For example: a. PURL LP: www.feedback.eloqua.com/mindylou?elqpurlpage=456 b. Form LP: www.feedback.eloqua.com/forms/60mtproductfeedback c. Generic LP: www.feedback.eloqua.com/content/60mtinfocenter 52 of 91 Eloqua Education Services
ELOQUA Exercise 5.1 Create Generic Landing Page 1. Communicate > Hypersites > Hypersites tab 2. Get Started bar > Hypersite Options drop down > Select New Generic Landing Page 3. From the list of available Hypersites, select the site that has been assigned to you for this class then click Select Hypersite. 4. Enter the Generic Landing Page Name. *This name appears in the URL 5. Click Save - The page refreshes and the HTML Editor appears. 6. Design your Generic Landing Page using the WYSIWYG editor. If you want to use HTML code created outside of Eloqua, click Switch to Source Mode to access the Source Mode editor. 7. Add text, images, alt tags and field merges as instructed in class 8. Click Save 9. Preview your Generic Landing page by clicking the created URL in the Generic Landing Page Name in URL field *Note that the URL contains /content/ * Eloqua Education Services 53 of 91
FUNDAMENTALS NOTE: Under Hypersite Options on the Get Started bar there is the option to Create New Hypersite. This creates a brand new domain and requires IT setup. Only Admins should choose the Create New Hypersite option. Exercise 5.2 Copy Email & Add Link to Hypersite 1. Copy an existing email 2. Rename Email and place in Email Group 3. Go to Email Details (Email button > Email Details) 4. In the Email Details, edit Subject line, Display Name and place in sub-folder within the Email Group if appropriate 5. Type Click Here and highlight it 6. Click Insert/Edit Hyperlink 7. Change When link is clicked drop down to Send to Hypersite/Hosted Form 8. Next to Select Hypersite, choose the hypersite where your generic landing page is saved 9. Move the radio button to Generic Landing Page and use that drop down to locate your landing page 10. Click Insert 11. Save email 12. Test send to self and click on hyperlink Does the hyperlink send to the correct Form Landing Page? NOTE: Whenever you are inserting a hyperlink to a landing page created within Eloqua (i.e. Generic, Form, or PURL pages) use the Send to Hypersite/Hosted Form option. When using the Send to Hypersite/Hosted Form hyperlink you must select which hypersite your landing page is stored on, then select the type of landing page (PURL, Form or Generic) and finally use that drop down to locate your landing page. 54 of 91 Eloqua Education Services
ELOQUA Chapter 6: Forms & Form Landing Pages Objectives At the end of this chapter, you will be able to Create a new Form Create a Form Landing Page Layout Publish a Form Landing Page to a Hypersite Review Form Submissions in the Form Data Area Add a Hyperlink in an Email to a Form Landing Page How do Web Forms Work in Eloqua? There are two kinds of forms in Eloqua: Internal and External Forms. Internal Forms are created and hosted inside of Eloqua and all of the information is captured and processed inside of Eloqua. External Forms are created and hosted outside of Eloqua and then the data submitted is pushed into Eloqua where it can be processed. Every form includes a Form Data area and Form Processing Steps. Every Internal Form also includes Form Layout(s), which is the visitor facing side of the form. Let s follow the data. Someone visits your web form and clicks Submit. 1 st Stop: Form Data area 2 nd Stop: Form Processing Steps 3 rd Stop: Database The Form Data area is like an Island. All of the data submitted into a form is captured into the Form Data area. However, until you set up Processing Steps, that data remains only in the Form Data area. Eloqua Education Services 55 of 91
FUNDAMENTALS Form Processing Steps are like speedboats that can move data from the Form Data area out to the database at large AND automate certain processes such as sending a confirmation email to every person who submits a form. Form Processing Steps are covered in the next chapter. 56 of 91 Eloqua Education Services
ELOQUA Exercise 6.1 Create New Form 1. Automate > Forms > Forms Tab 2. Get Started bar > Manage Forms and select New Form 3. Type in a Form Display Name Write down the name of your form here: 4. Place the form in your class folder 5. Enable this form for International Language Support Select the appropriate radio button. (Yes) 6. Indicate that This Form is hosted by Eloqua (only). Select the appropriate radio button. (No) 7. Click Create Form Eloqua Education Services 57 of 91
FUNDAMENTALS What s in a Form? The Form Name, International Language Support and Form hosting information above makes up the Form Details. This information remains available to you by navigating to the form and double clicking on the Form Name under My Recent Items or from within the Form folder tree. The Form Data area is created as soon as you click Create Form. This is also accessible from the drop down arrow next to the form name. 58 of 91 Eloqua Education Services
ELOQUA What is a Form Layout? Now that you have the shell of your form, you need a Form Layout to determine the look of the form and what information this form captures. There are two templates to choose from when building a form layout. They are: 1. Landing Page Template 2. Basic Template The Landing Page template works as a stand along landing page with a unique URL. This page exists in order to push people to the page to fill out the form. The Basic Form Template is just the guts of the form. There is no formatting, only the form fields and the submit button. The Basic Template is meant to be embedded onto a Generic or PURL Landing Page. Eloqua Education Services 59 of 91
FUNDAMENTALS How do you Add Form Fields to a Form Layout? Once you have created your Form Layout, there is an area of the screen that says Click here to start Adding Form Fields. When you click in that area it activates the buttons along the bottom of the Form Layout Editor. These buttons allow you to add different types of form fields. After you add a form field, it is a best practice to double click on the form field to open the Additional Field Properties. This is the area where you can edit the following: Field Name as it appears in Reports Form Field Type (Text box, Check box, Single Select List) Field Width & Height Is the Form Field Required? Validation Prepopulation 60 of 91 Eloqua Education Services
ELOQUA Exercise 6.2 Create Form Landing Page Layout Now that you ve configured the Form Details, you can create the layout, also known as the Form Landing Page (Visitor Facing). Step One: Form Layout Name, Template & Theme 1. Open your form by double clicking on the form name under My Recent Items 2. Click Layouts button and select New Standard Layout 3. Enter a Form Layout Display Name Write down the Form Layout Name here: 4. Select a Form Template. choose Landing Page 5. Click Add The Layout Template updates to include a header, footer, left and right column. 6. Select a Form Theme (In training install search for ef and select EF Theme Working ) 7. Click OK NOTE: Your Form has a name. Your Form Layout has a name. It is the Form Layout name that is used to build the URL for the Form Landing Page. It is important to jot down the form layout name so that when you are searching for your form landing page to insert a hyperlink into an email, you know what name appears at the end of the URL. Eloqua Education Services 61 of 91
FUNDAMENTALS Step Two: Add Form Fields Activate the form fields menu by clicking in the box that says Click here to start adding form fields NOTE: Once you click in this area of the layout, you have access to the form field buttons along the bottom of the editor. 1. Click Add Contact Form Fields - Select from the list of available fields to add the following: a. First Name b. Last Name c. Email Address 2. Double click on each field to access the Additional Field Properties window a. Check the Field Name and Field Type b. Make these three fields Required c. Once required, make the First and Last Name fields say Yes, Any Entry is Valid d. Validate Email Address by saying No. Data is verified and map to Email Address e. Make all three fields pre-populating and check that the fields map to the correct contact record field f. To save changes to Additional Field Properties, use the black X in the upper right corner. 62 of 91 Eloqua Education Services
ELOQUA 3. Click Add New Form Field and select Large Text Input 4. Rename the form field on the visitor facing layout 5. Double click on the field to access Additional Field Properties a. Update the Field Name in Additional Field Properties This is the name used in Reports b. Make sure Field Type is Large Text Area c. Update Field Height to 100 d. Close Additional Field Properties by clicking the black X 6. Click Add New Form Field and add a Submit Button. 7. Double click on the Submit field to open Additional Field Properties a. Change the text on the Submit button by updating the Field Name b. Update the button size by editing the Field Width to 150 8. Close the Additional Field Properties 9. Click Save Draft in the bottom right corner of Form Layout Editor 10. Click Add Contact Form Field and select Industry 11. Double Click on Industry Field to access Additional Field Properties a. Check the Field Type and change to Single Select List b. Locate the Select List called Industry in the drop down called Select List Value Choices c. Choose whether you wish to make this field required 12. Save Form Layout Eloqua Education Services 63 of 91
FUNDAMENTALS Exercise 6.3 Publish Form Landing Page to Hypersite 1. Save the Form Layout while inside the Form Layout Editor 2. Click Publish to Landing Page 3. Select the hypersite to publish to Use the one assigned to you by your instructor 4. The Landing Page Name is prefilled with your Form LAYOUT Name, this appears as the tail of your URL 5. Enter a Browser Title which appears as the title at the top of the web browser window or browser tab 6. Click Publish Form 7. Preview your form by clicking the Form Landing Page URL 8. Complete and Submit the Form Exercise 6.4 Review Form Submission in Form Data 1. Locate Form under My Recent Items 2. Click on drop down arrow next to your Form name and select Form Data 3. Form Submission Data report appears NOTE: Even without configuring Processing Steps all form submissions are captured in the Form Data area. NOTE: It is possible to delete submissions from the form data area so that test submissions do not enter into your reporting metrics. 64 of 91 Eloqua Education Services
ELOQUA Exercise 6.5 Create Email with Hyperlink to Form Landing Page 1. Communicate > Email Marketing > Email Tab 2. Copy an existing email (Click drop down next to email and choose Copy) 3. Rename Email and place in appropriate Email Group, 4. Go to Email Details edit Subject line 5. Type in Click here to view Form Landing Page and highlight the text 6. Click Insert/Edit Hyperlink. 7. Change When link is clicked drop down to Send to Hypersite/Hosted Form 8. Next to Select Hypersite, choose the hypersite for where your form landing page is published (Exercise 8.3) 9. Move the radio button to Form Landing Page and use that drop down to locate your landing page 10. Click Insert 11. Save email 12. Quicksend to self 13. Click on hyperlink and submit the form 14. Go to the Form Data area to review the form submission (Locate your form under My Recent Items > Click on drop down arrow > Choose Form Data) Eloqua Education Services 65 of 91
FUNDAMENTALS Chapter 7: Add Automation to Form Landing Page Objectives At the end of this chapter, you will be able to Edit the Confirmation Page Processing Step Add the Save to Contact Table Step Add the Update Existing Record or Data Object Step Add the Send Email Step Add the Email Notification Step Add the Add to Contact Group Step Test the Form Processing Steps In this Chapter you configure the six most commonly used form processing steps: Confirmation Page Save to Contact Table Update Existing Record or Data Object Send Email Email Notification Add to Contact Group 66 of 91 Eloqua Education Services
ELOQUA Exercise 7.1 Configure Confirmation Page Processing Step By default the Confirmation Page Processing Step is automatically created for every form. It is best to check the configuration before adding additional processing steps. 1. Automate > Forms > Forms tab 2. Under My Recent Items double click on your Form name to open the Form Details 3. Click on Processing Steps button in the upper right and Select List Processing Steps 4. Double click on Confirmation Page to edit the Configuration 5. Locate the name of the Confirmation Page (Default) and type the name into the Description line at the top of the edit window 6. Save and Close NOTE: If you want to create a custom confirmation page, you can click NEW instead of choosing from the drop down of already created pages. Please do not set your confirmation page as the default. Also do not edit the Default confirmation page as this is the page that all forms link to by default. Eloqua Education Services 67 of 91
FUNDAMENTALS To preview a Confirmation Page, select it from the drop down and click Edit. Then scroll down to the bottom of the Edit window and choose Preview. NOTE: Adding the name of the Confirmation Page to the Description line in the Edit window above means that, the page name now appears on the List Processing Steps screen. This helps to tell a story of what the processing steps are doing without having to open each step. 68 of 91 Eloqua Education Services
ELOQUA Exercise 7.2 Add Save to Contact Table Processing Step This processing step adds brand new contacts into the database. 1. Open your Form 2. Click the Processing Steps button and select Add Processing Step 3. Select the Save to Contact Table processing step 4. Click Add 5. In the Description line type Save Net New Contacts 6. Under Required Parameters, match Email Address to the Form Field of Email Address 7. Leave Contact Type and Overwrite Existing as they are 8. Click Save then Close Eloqua Education Services 69 of 91
FUNDAMENTALS Exercise 7.3 Add Update Existing Record or Data Object Step This processing step updates existing contacts with all of the form fields that you map to contact record fields. All of these updates follow the logic applied from the Contact Update Rule. If there are form fields that you do not map in this processing step, that information is not pushed into the database; it is only be captured in the Form Data area. 1. Open your Form 2. Click the Processing Steps button and select Add Processing Step 3. From the drop down select the Update Existing Record or Data Object processing step 4. Click Add 5. Select DND Contact Update Rules. This contact update rule has been configure to only update certain contact fields if the data submitted through the matched form field is not blank. 6. Match Email Address to the Form Field called Email Address 7. From the Append an Optional Parameter list, select a field that is on your form layout 8. Click Append (green plus sign button) 9. Make sure the field maps to the appropriate Contact Field in the Eloqua database. 10. Repeat steps 7-9 for all fields on your form 11. Click Save and then Close 70 of 91 Eloqua Education Services
ELOQUA NOTE: Many processing steps can be set up with Conditions. At the bottom of the edit window if you see the This Processing Step Gets Executed header with "Always" selected, this means you could configure this step to be conditional instead. Eloqua Education Services 71 of 91
FUNDAMENTALS Exercise 7.4 Add Send Email Processing Step This step sends a specific email to the form submitter. This email is sent out within 15 minutes of the form submission. 1. Open your Form 2. Click the Processing Steps button and select Add Processing Step 3. From the drop down choose the Send Email processing step 4. Click Add 5. Under the Required Parameters section, match Email Address to the Form Field called Email Address 6. On the Email line, keep Source Type as Constant (i.e. the same email is sent to everyone who submits this form) 7. Click on the field that says (none) to search for your email 8. In the search window, locate your email, click on the drop down arrow and choose Select Item 9. Click OK to close the Search window 10. Type the name of the Email you chose into the Description line 11. Keep the Allow Resending Line as is (set to Yes) 12. Click Save and Close. 72 of 91 Eloqua Education Services
ELOQUA Exercise 7.5 Add Email Notification Step This step sends an email to a specified email address of an Eloqua User to give them notification of every form submission. HINT: The term Notification is always a clue that the email is to an internal user. 1. Open Form 2. Click Processing Steps button and choose Add Processing Step 3. Select the Email Notification processing step 4. Click Add 5. In the Description Line, type in the name of the person who you want to receive this notification (Bob, Catering Coordinator) 6. On the Recipient Email Address line keep Source Type as Constant and type in the recipient s email address (For class, type in your own email address) 7. Leave the remaining Required Parameters as they are 8. Under Optional Parameters, click Append next to Custom Subject Line 9. Change Source Type to Constant 10. Type a Subject that is informative to the recipient 11. Click Save and then Close Eloqua Education Services 73 of 91
FUNDAMENTALS Exercise 7.6 Add the Add to Contact Group Step This processing step adds the contact associated with the form submission to a specified contact group. This is extremely helpful for future segmentation and targeting. 1. Open Form 2. Click Processing Steps button and choose Add Processing Step 3. Select the Add to Contact Group processing step 4. Click Add 5. Match Email Address to the Form Field containing email address 6. Next to Contact Group make sure Source Type is Constant 7. Click in the blank Value field next to Contact Group to open the Search window 8. Search for your Contact Group, click on drop down arrow next to your Contact Group and choose Select Item 9. Click OK to exit the Search window 10. In the Description line, type in the name of the Contact Group you selected 11. Click Save and then Close 74 of 91 Eloqua Education Services
ELOQUA NOTE: Your Processing Steps List should now show six processing steps with descriptions for each. To access the Processing Steps List, open your form and click on the Processing Steps button (upper right). Then select List Processing Steps. Processing Step Review Which of the 6 most commonly used processing steps answers each of the following questions? 1. How do you save a brand new Contact to the database? 2. How do you control what data is updated in the database? 3. What if you want to send an email to everyone who submits the form? 4. What if you want to send an email to an internal Eloqua user? 5. How would you add everyone who submits the form to a particular Contact Group? 6. Which step is set up by default for every form? Answer Key: 1. Save to Contact Table 2. Update Existing Record or Data Object 3. Send Email 4. Email Notification 5. Add to Contact Group 6. Confirmation Page Eloqua Education Services 75 of 91
FUNDAMENTALS Exercise 7.7 Test Form Step One: Test Processing Steps 1. Automate > Forms > Forms tab 2. Double click on Form name under My Recent Items 3. Click Layouts button in upper right and choose List Layouts 4. Click on URL for Form Landing Page Layout 5. Submit form with a fictional person (For the email address use the domain @eloquafundamentals.com to make sure no one is accidentally emailed) 6. Did you see the default confirmation page? (I.e. Did the Confirmation Page step work?) 7. Go to Communicate > Email Marketing > Contacts and search for the fictional form submit Was this new fictional contact added into the database? (I.e. Did the Save to Contact Table step work?) 8. Open the Contact record to see the fictional form submit Were the fields such as first name and last name updated? (I.e. Did the Update Existing Record step work?) 9. Did you receive an Email Notification letting you know that the form was submitted? (I.e. Did the Email Notification step work?) 10. Go to Communicate > Email Marketing > Contacts > sub tabs highlighted as Contacts : Groups. Locate the Contact Group you linked in the form processing steps Is the fictional submit now part of that Contact Group? (I.e. Did the Add to Contact Group step work?) Step Two: Test Pre-populating & Required Fields 1. In your inbox, locate the email containing the link to the form landing page (From Exercise 8.5) 2. Click on the hyperlink to your Form Landing Page 3. Are the first and last name pre-populating? 4. What happens if you enter your name in the email address field? 5. Enter a fictional job title for yourself then go search for your Contact record. Did this new job title populate the database? 76 of 91 Eloqua Education Services
ELOQUA Chapter 8: Create an Alternate Form Layout Objectives At the end of this chapter, you will be able to Create an Alternate Layout (Basic Layout) Update Processing Steps Embed the Basic Form in a Generic Landing Page Why are Alternate Form Layouts Helpful? Alternate Form Layouts are helpful when you want to have multiple visitor experiences for the same core form. Remember a form includes the Form Details, Form Data area, Processing Steps and Layouts. Sometimes it is appropriate to have multiple layouts all pushing data into the same Form Data area and using the same Processing Steps. For example, if you want to have a form in multiple languages. You could have multiple layouts all using the same Form Data area and the same Processing steps. You might also work with a Partner who is willing to send their contacts to your form landing page, as long as the page has their branding and logo. An alternate layout is an easy way to accomplish this. Eloqua Education Services 77 of 91
FUNDAMENTALS Another scenario when Alternate Layouts are helpful are if you want to have a Form Landing Page and also have a Basic Form that you can embed onto a Generic or PURL Landing Page. Exercise 8.1 Create a New Form Layout (Basic Form) Step One: Form Layout Name, Template & Theme 1. Open your form by double clicking on the form name under My Recent Items 2. Click Layouts button upper right and select New Standard Layout 3. Enter a Form Layout Display Name Write down the Form Layout Name here: 4. Select a Form Template. choose BASIC 5. Click Add NOTE: You do not need to apply a Theme to a Basic form. The theme is for the look and feel and, therefore, only is appropriate for the Landing Page Template. 78 of 91 Eloqua Education Services
ELOQUA Step Two: Add Form Fields Activate the form fields menu by clicking in the box that says Click here to start adding form fields 1. Click Add Existing Form Fields and choose Add All 2. Double click on each of the fields to access the Additional Field Properties to review. Pre-population and required status does not always transfer between layouts. 3. Click on a form field you wish to remove from this layout and click Remove on the top edit bar 4. Add a new Contact Field that is not on the other form layout 5. Click Add New Form Field and choose Submit Button 6. Save Draft Exercise 8.2 Update Processing Steps 1. Open your Form 2. Click Processing Steps button and choose List Processing Steps 3. Double click on the Update Existing Record or Data Object processing step 4. Append any additional fields added to the layout 5. Save and then Close Eloqua Education Services 79 of 91
FUNDAMENTALS Exercise 8.3 Embed Form (Basic Layout) into Generic Landing Page 1. Communicate > Hypersites > Hypersites tab 2. Expand the hypersite you used by clicking on the black + 3. Scroll down to the URLs that start with /content/ and then locate your generic landing page 4. Double click to open the Editor window 5. Place cursor where you wish to embed form and click Insert Form 6. Next to Form Name locate your form 7. Next to Layout Name locate the Basic Layout of your form 8. Click Insert 9. Save the generic landing page 10. Click on URL at top of Editor window to view Generic Landing Page with form 80 of 91 Eloqua Education Services
ELOQUA Chapter 9: Copy and Repurpose a Form Objectives At the end of this section, you will be able to Copy a Form Modify the Form Layout Publish to Form Landing Page Why Copy Forms? When you copy a form, it copies the Form Details, all of the Form Layouts and the Form Processing Steps. This is a huge time saver. Instead of starting from scratch you simply have to re-purpose the processing steps and layouts. Key things to keep in mind when you copy a form: 1. Rename the form 2. Open all layouts and Rename all layouts 3. Revise the content in the form layouts 4. If the Layout is a Landing Page Layout, Republish with a new URL 5. Update Processing Steps NOTE: Remember that the Form has a name and each Form Layout has a different name. If the form layout is a landing page, the Layout Name is the end of the URL. Eloqua Education Services 81 of 91
FUNDAMENTALS Exercise 9.1 Copy Form 1. Automate > Forms > Forms tab 2. Locate an existing form 3. From that form s drop down arrow, select Copy Form 4. Enter a new Form Display Name Write down form name here: 5. Copy and paste the Form Display Name into the HTML Name line 6. Enable this form for International Language Support (Yes) 7. Indicate that this form is hosted by Eloqua Only (No) 8. Click Save. 82 of 91 Eloqua Education Services
ELOQUA Exercise 9.2 Modify Copied Form Layout 1. Open your form 2. Click the Layouts button (upper right) and select List Layouts 3. Click the Layout name for the Landing Page layout to open the Layout Editor 4. Type in a new name for the Form Layout Display Name NOTE: The Form Layout Display Name is the end of your URL. You must have a new name in order for the URL to know which layout you want to display. 5. Click where it says Click here to activate in order to access the Form Field buttons along the bottom of the Form Layout Editor 6. Delete a form field by using the Remove button along the top editor bar Eloqua Education Services 83 of 91
FUNDAMENTALS 7. Add a new field (Country) from the Add Contact Form Field 8. Double click on the field to open Additional Field Properties 9. Change the Field Type to Select List 10. In the Select List Value Choices drop down choose the Country select list 11. Click black X on Additional Field Properties to close and save 12. Save Draft NOTE: If you need to move a form field up or down, use the arrows on the top Editor bar. 84 of 91 Eloqua Education Services
ELOQUA Exercise 9.3 Publish to Form Landing Page 1. Inside the Form Layout Editor, click Publish to Form Landing Page. The Publish Layout to Form Landing Page window appears. 2. Select an available site to publish to. For this exercise select the site that has been assigned to you for use during this class. 3. Enter a Browser Title. This appears as the title in the web browser window. 4. Publish the form. Click the Publish button. The form layout is then published to a form landing page on the Internet and is now accessible via the generated Form Landing Page URL. To preview your form in the browser, click the generated Form Landing Page URL. 5. Complete and Submit the Form. Eloqua Education Services 85 of 91
FUNDAMENTALS Which Processing Steps Need Updating? When you copy a form, it is important to update the processing steps. Some steps may not need to be changed. For instance the Save to Contact Table step and the Confirmation step may not need to be revised. You still want to add new contacts into the database and you still want every form submitter to see a Confirmation Page. If the form you copied used a custom Confirmation Page, then this step may need to be updated. If you change any form fields, then you need to go in and revise the Update Existing Record step. Otherwise, the new fields you added to the form layout are only being captured in the Form Data area and not being updated in the database as a whole. If you are going to use the Send Email step you need to attach a different email that has the appropriate message for this form. If you are going to keep the Email Notification step, you may need to change which internal resource is being sent the notification. Remember this step sends an email for every form submission, so if you are expecting a high volume of submissions this step should not be used. Finally, each form should have its own Contact Group. That way in the future you can segment based on what forms a Contact completed. So you need to update the Add to Contact Group step with a different Contact Group. 86 of 91 Eloqua Education Services
ELOQUA Review Note Taking Data Entities: What are the 4 data entities? To be considered a Contact, there must be an. Multiple Records can be linked to a single Contact to give a more complete look at digital body language. There is a maximum of fields available in the Contact Record. Segmentation: What are the two ways you learned to segment the database? 1. 2. Which of these is considered more dynamic? Why? With Contact Filters you can have a maximum of criteria. There are 3 types of criteria, they are: 1. 2. 3. Eloqua Education Services 87 of 91
FUNDAMENTALS Distribution Lists: Where do we find Distribution Lists? Email area or Contact area? Why might some contacts be pushed into the Exclude area of the Distribution list automatically? What is a hard bounceback? Emails: What are the super powers of Email Groups? 1. 2. 3. Can you move emails to a different Email Group after they are placed into a Group? What are the 2 types of emails Eloqua supports? 1. 2. 88 of 91 Eloqua Education Services
ELOQUA Emails (cont.): There are 3 ways to send an email: Test, Quicksend and Batch. Which one of these sends a live email to a maximum of 25 Contacts? Which one requires a distribution list? Which one is limited to only 5 recipients and has zero reporting? There are 3 layers to a template email, what are they in the order you use them to build the email? 1. 2. 3. The Theme determines what in the template email? How do you get to the Email Details area? What is stored in Email details? Hyperlinks: If you are inserting a hyperlink in an email to your corporate website, should it be direct or redirect? If you are inserting a hyperlink to a PDF or 3 rd party website, should the link be direct or redirect? True or False If you are inserting a hyperlink to a Generic Landing Page you use the Send to Webpage option. Eloqua Education Services 89 of 91
FUNDAMENTALS Hypersites: What is a hypersite? Would any Eloqua user want to create a new hypersite? What are the 3 kinds of landing pages? 1. 2. 3. Forms: What information does the Form Data area capture? Why is the Form Data area compared to an island? Where do we find the form data area? What are some of the things processing steps do? Which is the only step set up by default for every new form? Which step sends an email to the form submitter? 90 of 91 Eloqua Education Services
ELOQUA Forms (cont.): Which step adds brand new contacts to the database? Which step uses an Update Rule to apply logic to how data is updating the database? There are 2 types of form layouts. Which one would you embed into a Generic Landing Page? When you add a form field to a form layout, it is a best practice to double click on the form field Why? What tasks can be completed in the Additional Field Properties window? When you copy a form, what is copied inside of the form? What kinds of things do you need to do when you copy a form? Eloqua Education Services 91 of 91