eloqua basics tutorials.pdf

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 re-export 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


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 .


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.


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.


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 F

Name, Last Name, Email Address, etc.

irst


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


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


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.


FUNDAMENTALS

Exercise 1.2 Create Contact Group


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


http://trainingdocs.eloqua.com/

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


http://trainingdocs.eloqua.com/

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.


ELOQUA

Exercise 1.4 Upload Contact List


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


FUNDAMENTALS

What is a Contact Filter? A Contact Filter is a dynamic search tool that searches the

database for contacts who meet a set of criteria and returns real

time results.

Contact Filters use a combination of three types of criteria (Contact

Field, Activity, and Inactivity) as well as wildcards (*) and Boolean

values to create a powerful filtering tool. Each filter can contain up to 15 separate

criteria.


ELOQUA

Exercise 1.5 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


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


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


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.


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


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


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

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.


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


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


21. Save email


http://www.eloqua.com/

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.


http://www.eloqua.com/

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 2nd time.


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


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.

1st Choose Your Template

2nd Choose Your Theme

Think of theme like your style sheet. The theme applies visual graphics and assigns

fonts, color and text sizes.

3rd 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.


ELOQUA

Exercise 2.6 Create Template Email

– Create & Send drop down > Create Email

from Template

tep One: Template Selection

Email Group

Intermediate Template

6. Click Next


2. Get Started bar

S 3. Name your email

4. Associate your email with the class

5. Choose the

Step Two: Set Email Details

from inside of the class Email Group

r information for Display Name and Display Address

0. Click Next

7. Choose your Folder

8. Enter Subject line

9. Type in you

1


FUNDAMENTALS

Step Three: Manage Content

t Side) theme with the red

eader

11. Click Select Theme

12. Choose the BP-Two Column (Righ

h

13. Click OK

14. Go to the Select an Area to Edit drop down and choose

tent after you have finished

izard and the email is saved)

Step Four & Five: Preview & Check Email

18. Do not run the Email Checker, just click Finish

save time. You

lso have access to the Email Checker from the Test Send window.

e Email Wizard and then do the

ajority of your editing from the Email Editor window.

Headline

15. Type in a headline for this email

16. Click Next (You add most of the con

the W

17. Review the Preview and Click Next

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

a

NOTE: It is recommended that you complete the Templat

m


ELOQUA

Exercise 2.7 Edit Template Email

YSIWYG – What You See Is What You Get)

uble click on your email name at

e top of My Recent Items

tep Two: Edit Text & Add Field Merge

ct an Area to Edit drop down

blinking next to “Hello” click Insert Field (bottom

t Name field merge from the drop down

elect an Area to Edit drop down and choose

. Type in a sentence such as “Click here to see more.”

tep Three: Insert Hyperlink to Webpage

xt line add your

k mark next to Insert as Redirect Link

4. Save email

tep Four: Insert Image and Edit ALT Tag

database for an image and then click Select

t it and click Insert/Edit Image again to

ext Alternative or ALT Tag

nd then Close

1. Save email

Step One: Open Email Editor (W 1. Communicate > Email Marketing > Emails

2. To open the Email Editor, do

th

S 3. Choose Greeting from the Sele

4. Type in “Hello” then a space

5. With cursor

of editor)

6. Choose a Firs

7. Click Insert

8. Return to the S

Main Message

9

S 10. Highlight “Click here” and click Insert/Edit Hyperlink

11. Keep “Send to Webpage” and on the ne

corporate web address after the http://

12. Place a chec

13. Click Insert

1

S 15. Move cursor under text and click Insert/Edit Image

16. Search the

17. Click OK

18. Click on image to selec

view Image Properties

19. Scroll down and type in a T

20. Click Save a

2


FUNDAMENTALS

Exercise 2.8 Test Send Template Email

pper right

down

, click Recent Email Addresses and

4 of the Test Center, move the radio button to HTML

8. ST* added to the front and end of your subject

T Tag displaying before you download

d. Does your hyperlink take you to your corporate site?

1. Click on the Email button in the u

2. Choose Test from the drop


4. Step 2 is only used when you have a signature layout

5. In step 3 of the Test Center

choose your email address

6. In step

Email


When your test email arrives, check the following:

a. Is *TE

line?


c. Is your AL

images?


ELOQUA

Chapter 3: Email Personalization

bjectives

y the end of this chapter you will be able to:

ut

Layout into an Email

nto a Copied Email

end Emails using Quick Send

O B

View a Signature Layo

Edit Agent Settings

Insert Signature

Copy an Email

Insert Activity Driven Content i

Send Emails using Test Send

S


FUNDAMENTALS

What is a Signature Layout?

at pull in an

Eloqua Agent’s information to make the email appear to come from them.

A Signature Layout is a collection of field merges, images and hyperlinks th

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

e Texas’ Salesperson’s information in the Signature Layout.

you only see a place holder that says

Signature Layout ###” like in the image below.

th

When you Insert a Signature Layout into an email,

“

Note: Auto-Responder Emails are emails that the system sends out automatically. T

type of email does NOT support Signature Layouts. The em

his

ail fails to send when a

ignature Layout is placed into an Auto Responder Email. S


ELOQUA

Demo View & Edit Signature Layout

ed bar - Signature drop down > Manage Signature

open

ature Field to insert from drop down

nsert

7. Save


2. Get Start

Layouts

3. Double click on Signature layout to

4. Place cursor and click Insert Field

5. Select a Sign

6. Click I


FUNDAMENTALS

Exercise 3.1 Insert Signature Layout into Template Email

uble click on your email name at

ignature Conclusion in the Select an Area to Edit drop

radio button on “Yes” next to “Insert a specific

t” drop down, select the signature layout

?

need to edit Agent Settings (instructions in next

name to see

previewed with actual information

10. ave email


2. To open the Email Editor, do

the top of My Recent Items

3. Click S

down

4. With cursor blinking, click Insert Signature Layout

5. Keep the

layout?”

6. In the “Layout to Inser

that was just demoed

7. In the Preview Panel, do you see “Please Update” repeatedly

If yes, you

exercise)

8. In the Sender for Preview locate your instructor’s

the Signature

9. Click Insert

S


ELOQUA

Demo Edit Agent Settings

gin Info header update four fields with your

e

Email Address

eader General Info (Signature

s

ing, update those as well

ly-To Address

RL

Business Phone

7. ave

1. Setup > My Settings

2. Click Edit Agent Settings

3. Under the Lo

information

a. Display Nam

b. First Name

c. Last Name

d.

4. Save

5. Scroll down and click on the h

Fields) to expand this section

6. Update the fields listed here and if there are additional field

in the Signature Layout you are us

a. Email Rep

b. Company

c. Website U

d. Job Title

e.

S

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

ur Eloqua install. yo


FUNDAMENTALS

Exercise 3.2 Test Send Email with Signature Layout

der My Recent

pper right

down

d

e Signature Layout – Locate your User # in the drop



10.

ture layout?

T Tag displaying before you download

r hyperlink take you to the Eloqua Benchmark

Report?

1. Communicate > Email Marketing > Email tab

2. Open the email with your signature layout un

Items by double clicking on the email name




6. Step 2 determines which Eloqua User’s information is pulle

into th

down

7. In Step 3 of the Test Center


8. In Step

Email



a. Did your information populate in the signa


c. Is your AL

images?

d. Does you


ELOQUA

Why Copy an Email?

d repurposing it.

ving

o an Email Group you

cannot move it to a different Email Group.

xercise 3.3 Copy Template Email

op down arrow next to your email under My

m the drop down

rect Email Group is prefilled

. Click Copy Email

ils

der within the class Email Group

ight ) and then Edit Email to return to

the WYSIWYG Editor

own

click

a new hyperlink

.eloqua.com/benchmark

Save time by copying an email an

Whenever you copy an email it is important to remember to change

the subject line in the Email Details. Also, make sure you are sa

the copied email to the Email Group where you want it to live.

Remember, once an email is created/saved t

E

Step One: Copy Email 1. Communicate > Email Marketing > Emails

2. Click on the dr

Recent Items

3. Choose Copy fro

4. Rename email

5. Check that the cor

6

Step Two: Edit Email Details 7. Click Email button (upper right) and then Email Deta

8. Choose the sub-fol

9. Edit Subject Line

10. Edit Sender Information if necessary

11. Click Content (upper r

Step Three: Edit Email 12. Click Headline in the Select an Area to Edit drop d

13. 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

Insert/Edit Hyperlink once more to add

17. Type in www

19. Save email

est practice: Whenever you copy an email make sure you change the subject line.

est practice: Always unlink before trying to change or replace a hyperlink.

18. Click Insert

B

B


FUNDAMENTALS

What is Activity Driven Content (ADC)?

example, if State or Province field equals Texas then show

the piece of content below.

Activity Driven Content is a piece of content placed into an email based on data on the

recipient’s contact record. For

An ADC Rule is the collection of criteria and content which is based on specific values in

Contact field.

a

Every ADC Rule must have a piece of default content. This is the content that is shown

the email recipient who does not fit any of the outlined criteria.

Therefore you have HTML email ADC Rules

nd you have Template email ADC Rules.

emplate does not have any Blue Zones and, therefore, does not support ADC.

to

ADC can be added to both HTML emails and Template emails. ADC Rules are created

specifically for one email type or the other.

a

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)

T


ELOQUA

Demo ADC Rule

Step One: Create ADC and Choose Default Content

– Tools & Content Components > Activity

late email and move the radio button to correct email

he Default Content field to search for a piece of

or “default state”

this drop down you can Edit and Preview Content


2. Get Started bar

Driven Content

3. Click New Activity Driven Content Rule

4. Decide if this Rule is to be inserted into a HTML email or a

Temp

type

5. Name the ADC Rule

6. Click in t

Content

7. Search for a piece of content by searching f

(or click Create New to build new content)

8. Click on drop down next to content and choose Select Item

(Also from

Sections)

9. Click OK

10. Click Save (Do not click Save & Close. If you do you have to re-

pen your ADC Rule in order to define the criteria)

o


FUNDAMENTALS

Step Two: Add Criterion

n (along the button)

ct

ame field

down next to “State or Province” and choose

iation

rt

ext to the content you wish to select and

lect Item

Rule

s

24. Save and then Close ADC Rule

11. Click the new button Add Criterio

12. Leave the Entity type as Conta

13. Click in the Field N

14. Search for “State”

15. Click on drop

Select Item

16. Click OK

17. Next to “Is Equal to” type in a State abbrev

18. Click on the field next to Content to Inse

19. Search for content for the state chosen

20. Click on drop down n

choose Se

21. Click OK

22. Save Criterion and then Close to return to ADC

23. Continue adding Criterion for different State


ELOQUA

Exercise 3.4 Insert ADC

Step One: Add ADC to Copied Email

der My Recent

the Blue Zone (right hand column of your Template

e ADC Rule the instructor just demoed

ct

32. ave email


26. Open the email with your signature layout un

Items by double clicking on the email name

27. Click in

Email)

28. Click Add ADC

29. Search for th

30. Click Sele

31. Click OK

S

DC and use the Remove button along the top of the editor window.

Note: If you ever need to remove or replace ADC, open up the Email Editor, click on the

A


FUNDAMENTALS

Step Two: Preview ADC

ved your email, click the Content button

e selected ADC Rule

click the Content button (upper

ght) and choose Edit Email

33. After you have Sa

(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 th

36. Preview each of the pieces of Content

37. To return to the Email Editor,

ri

Note: Preview is not the most reliable way to check how the email displays in an email

box. Use Test Send or run a Deliverability Test for the most reliable results. in


ELOQUA

Exercise 3.5 Test Send Email

nder My Recent Items by

pper right

down

d

e Signature Layout – Locate your User # in the drop



10.

f the ADC content is displaying in your TEST

email?


2. Open the email with ACD inserted u

double clicking on the email name




6. Step 2 determines which Eloqua User’s information is pulle

into th

down

7. In Step 3 of the Test Center


8. In Step

Email



a. Which o


FUNDAMENTALS

Exercise 3.6 Quicksend Send Email to Instructor

nder My Recent Items by

ight

ctor

tes in the Signature

the Sender information

8. Click Send Email


2. Open the email with ACD inserted u

double clicking on the email name

3. Click on the Email button in the upper r

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 instru

6. In Step 2, locate your User # from the drop down. This is

determining whose information popula

Layout and in

7. Skip Step 3


ELOQUA

Chapter 4: Email Reporting

bjectives

t

Pull an Email Batch Executive Overview Report

ine effectiveness, measure where you are now, track progress, prove value and

ail Updates so that your favorite reports are emailed to you at a

r form, then use

sset

rlink

tinct opens

at one tree (email group

etrics) and finally the entire forest (email overview metrics).

O A 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

Why Use Reporting?

Reporting in Eloqua provides you with a broad spectrum of metrics so that you can

etermd

more.

Reports & dashboards are available to all Eloqua users and as you find favorite reports

ou can set up Emy

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 o

the drop down arrow to locate the dashboard for that a

When looking at emails, there are several important metrics:

• Open Rate: Every email that has had images downloaded

d on a hype• Click Through Rate: Every email where the recipient has clicke

• Email Effectiveness Rate: Non-distinct click throughs/ non-dis

• 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

vel. You start by looking at one leaf (i.e. email metrics), then le

m


FUNDAMENTALS

Exercise 4.1 Locate Email Metrics & Dashboards

ail?

1. Go to the Email area and locate your Template email

2. Click on the drop down arrow and select Email Dashboard

gh rate for our Email Group?

2. Locate our Email Group

3. Click on the drop down arrow and select Email Group Dashboard

ils in

luate > Reporting > Report Console)

Executive Overview report

nge of “last week”

. Click View Report

What is the open and click through rate for your Template em

What is the open and click throu

1. Go to the Email area

What is the current open and click through rate for all of the Ema

the database?

1. Go to the Report Console (Eva

2. Search for “batch executive”

3. Click on Email Batch

4. Choose the time ra

5


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


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


http://www.feedback.eloqua.com/mindylou?elqPURLPage=456

http://www.feedback.eloqua.com/forms/60MTProductFeedback

http://www.feedback.eloqua.com/content/60MTInfoCenter

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/”*


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.


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.

1st Stop: Form Data area

2nd Stop: Form Processing Steps

3rd 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 .


FUNDAMENTALS

Form Processing Steps are like speedboats that can move data from the Form Data area

out to the database at large AND automate certain processes such as sending a

confirmation email to every person who submits a form. Form Processing Steps are

covered in the next chapter.


ELOQUA

Exercise 6.1 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


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.


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.


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


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.


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.


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


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.


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)


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


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.


FUNDAMENTALS

To preview a Confirmation Page, select it from the drop down and click Edit. Then scroll

down to the bottom of the Edit window and choose Preview.

NOTE: Adding the name of the Confirmation Page to the Description line in the Edit window

above means that, the page name now appears on the List Processing Steps screen. This

helps to tell a story of what the processing steps are doing without having to open each step.


ELOQUA

Exercise 7.2 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


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


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



ELOQUA

NOTE: Many processing steps can be set up with Conditions. At the bottom of the edit

window if you see the “This Processing Step Gets Executed” header with "Always"

selected, this means you could configure this step to be conditional instead.


FUNDAMENTALS

Exercise 7.4 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


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.


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



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



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? Answ

er K

ey:

1. S

ave

to C

onta

ct T

able

2. U

pdate

Existin

g R

ecord

or D

ata

Obje

ct

3. S

end E

mail

4. E

mail N

otific

atio

n

5. A

dd to

Conta

ct G

roup

6.Confirm

atio

n P

age

6. Which step is set up by default for every form?


FUNDAMENTALS

Exercise 7.7 Test Form

Step One: Test Processing Steps


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?


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.


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.


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


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


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.


FUNDAMENTALS

Exercise 9.1 Copy Form


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.


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


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 .


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.


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.


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.


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.


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 3rd party website, should the link be direct or

redirect?

True or False… If you are inserting a hyperlink to a Generic Landing Page you use the

“Send to Webpage” option.


FUNDAMENTALS

Hypersites:

What is a hypersite? ______________________________

Would any Eloqua user want to create a new hypersite?

_____________________________

What are the 3 kinds of landing pages?

1.

2.

3.

Forms:

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?



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?

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