twin cities oracle marketing cloud user group - 072914

Oracle Marketing Cloud User GroupMinneapolis | July 29, 2014

TODAY’S AGENDA

Erin Rowles, Relationship One

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Interact Highlights

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AppCloud: Cloud Connector Demos

Updates & Announcements

What’s on your mind

CONFIDENTIAL | PAGE 2

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Customer Spotlight

Tess Dyer, Relationship One

Heidi Huffman, Relationship One

Updates & Announcements


UPDATES ANNOUNCEMENTS

‣ You?

‣ How’s CASL going?

‣ Us (Relationship One)

‣ Happy Birthday to us!

‣ We’re Growing!

‣ Mike Bernard - Marketing Cloud Practice Director

‣ Hiring

‣ Marketing Cloud Consultant


UPDATES ANNOUNCEMENTS

‣ Summer Release

‣ Modern Marketing Experience

‣ March, 2015 - Vegas

‣ 2014 Markies

‣ European and North American combined into one Global Markie Awards Program

‣ Winners announced @ Modern Marketing Experience Europe in London - October 2014

‣ Deadline: August 22

‣ http://markies.eloqua.com/

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Interact Highlights


INTERACT HIGHLIGHTS

‣ Presentations

‣ Engagement

‣ Targeting

‣ Conversion

‣ Technology

‣ Analytics

‣ http://topliners.eloqua.com/groups/interact-2014-presentations


CLOUD CONNECTOR DEMOS


ORACLE MARKETING CLOUD APPCLOUD


ORACLE MARKETING CLOUD APPCLOUD

‣ First Steps

‣ Visit, learn, explore the AppCloud marketplace

‣ Enable Eloqua instance for API support

‣ Update Eloqua user to receive API access

‣ Set up an AppCloud user - where connectors and components actually live, this is where they are configured and run

‣ cloudconnectors.eloqua.com

‣ appcloud.relationshipone.com

http://cloudconnectors.eloqua.com

http://appcloud.relationshipone.com


CUSTOMER SOLUTION USING APPS

‣ Business Challenge for the Client

‣ Automating a free case offer campaign, using an Eloqua form and landing page.

‣ Requirements

‣ Offering a process to capture form submissions.

‣ Automatically redirecting the user to a “Limit Reached” message based on number of cases available.

‣ Displaying an “Offer Ended” message when the offer closed based upon date.

‣ Limiting the offer to one case per district, identifying by email domain.

‣ Offering a solution for when users do not have javascript enabled.

‣ Automating submissions to be sent to fulfillment.


PROMO SAMPLER APP

‣ What is it?

‣ Add a promotion sample request on a landing page while controlling who can register, sampling time, promotion options and inventory.

‣ Why use it?

‣ To be able to “set it and forget it.”

‣ To take advantage of functionality that would typically require custom javascript.

‣ How to use it?

‣ Create your assets in Eloqua - Offer form with and landing pages.

‣ Configure the App.

‣ Copy and paste the javascript generated and apply to offer landing page.


PROMO SAMPLER APP

‣ Requirements

‣ Offer start and end dates

‣ Unit limit

‣ Offer form with necessary fields AND a hidden javascript check field

‣ Landing Pages for:

‣ Thank You

‣ Already Ordered

‣ Limit Reached

‣ Offer Ended

‣ Enable Javascript


PROMO SAMPLER APP

‣ Gotchas

‣ Format for URLs - must include “http://“

‣ Enable Javascript page - If you link back to the original form page, ensure your URL has target=“_blank”

‣ If you make changes to the configuration, you must copy and paste the updated javascript


SFTP EXPORTER FOR ELOQUA CONTACTS

‣ What is it?

‣ Export Eloqua campaign members to a secure file server when you need to (hourly, intra-day, daily, or weekly).

‣ Why use it?

‣ Automate list exports to a tele-qualification team, print vendor, fulfillment partner, or just internally, while having the flexibility to choose which fields to include from the contact record.

‣ How to use it?

‣ Install connector in Eloqua instance.

‣ Create program or campaign to input your cloud connector.

‣ Configure the SFTP Exporter as one of the steps.

‣ Enable or Activate.


SFTP EXPORTER FOR ELOQUA CONTACTS

‣ Gotchas

‣ Input your Eloqua credentials upon activating your account, otherwise you won’t have them in the drop-down when configuring the app.

‣ Make sure your file path has no spaces.

‣ If using a program, you can only use Standard mode.

‣ If needing the use of a feeder, use a program vs. a campaign.


CLIENT CASE STUDY: CUMMINS POWER GENERATION

LEAD MANAGEMENT


COMPANY OVERVIEW

Cummins Power Generation produces diesel power generating, transfer, and control technologies. Its commercial products are used in standby power and emergency systems, and multi-megawatt peaking facilities. In developing countries, where reliable utility power can sometimes be sketchy, Cummins Power Generation's products are used as a primary source of energy. Cummins Power Generation operates as a business unit of diesel-engine maker Cummins, Inc.

‣ Headquartered in Columbus, Indiana

‣ Employs approximately 46,000 people worldwide

‣ Serves customers in approximately 190 countries and territories through a network of more than 600 company-owned and independent distributor locations and approximately 6,500 dealer locations


BUSINESS REQUIREMENT

Ensure that contacts who have submitted the RFQ form are being followed up by the distributors (up to 10 distributors). If no contact has been made, then send the distributors an email personalized with the contact’s information

Form is Submitted

Auto-responder states they will be contacted within 4 business days

After three days, email is sent asking if they have been contacted


PROCESS OVERVIEW

Form Submitted

Email Notifications to Distributors

Custom Object Record Created

Custom Object Record Updated

Emails to Distributors

with data merged from contact

Auto-responder

Were you contacted?(Blind Form Submit)

wait 3 days

Key Functionality

‣ Blind Form Submit

‣ Custom Objects

No

Con

tact*Distributor email addresses (up to 10)

*Contact data for field merges*Append contact data to record *Triggers emails


BLIND FORMSCan I insert a form in my email? No…and Yes

‣ What is a blind form?

‣ A link in an email that posts data to a form It’s a way to have form functionality - without the physical form

‣ Upon click, the contact is redirected to a landing page/website (the Eloqua contact is not even aware of the form submit)

‣ Why use it?

‣ Take advantage of the form processing steps, such as, adding contact to a campaign, email notification, updating contact or custom object record data

‣ Examples

‣ Notification - alert sales reps when someone clicks on a link for a white paper

‣ Survey - rate 1-5 this content/product/service

‣ Poll - have you been contacted by a representative


BLIND FORMS (CONT)Creating the Eloqua Form

‣ Create your Eloqua form and add your fields Can include fields where contact information is known, such as, first name, email address; and constant field values such as Yes or No

‣ Create your Redirect to Web Page processing step You always need a Redirect to Web Page processing step (you can’t be completely stealth)

‣ Configure additional form processing stepsUpdate contact record, create/update custom object, send notification, add to campaign

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Blind Form Submit Resources: • Build Form Submit Links: http://topliners.eloqua.com/groups/cx-central/blog/2013/12/23/blind-form-submit-links-complete-and-submit-

forms-with-a-single-click • Tracking Clicks: http://topliners.eloqua.com/community/do_it/blog/2014/05/15/how-to-adjust-blind-form-submits-to-track-clicks

http://topliners.eloqua.com/community/do_it/blog/2014/05/15/how-to-adjust-blind-form-submits-to-track-clicks


BLIND FORMS (CONT)Creating a blind form

‣ Anatomy of the blind form link

‣ Integration Details(Form > gear > View Form HTML…)

‣ Post URL

‣ Site ID

‣ HTML name of the form

‣ HTML names of form fields Recommendation: use short html field names

‣ Build the link

‣ http://s[siteID].t.eloqua.com/e/f2.aspx?elqFormName=[FormName]&elqSiteID=[siteID]&e=<span class=eloquaemail>EmailAddress</span>&c=Yes

‣ http://s1684.t.eloqua.com/e/f2.aspx?elqFormName=followup&elqSiteID=1684&e=<span class=eloquaemail>EmailAddress</span>&c=Yes

Warning: Do not set link to redirect.


BLIND FORMS (CONT)

‣ Why not just use the Send Submitter an Email processing step?

‣ Merged data on the email will be from the contact record of email address selected

‣ Distributor 1 = [email protected]

‣ Field merges are from emmyLou’s contact record

Cummins Use Case

‣ Update Custom Data Object - With Form Data processing step (If “No” is clicked)

‣ Trigger the distributor email(s) - from the Custom Object

……..

mailto:[email protected]


CUSTOM OBJECTS OVERVIEW

‣ Custom Objects Store Data

‣ Store data without using precious and limited fields on your contact and company records

‣ Store data that may be related to a Contact or Company record

‣ Examples: Purchase history, segmentation information from CRM, events, surveys, warranty expiration information

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Note: Eloqua Basic - 2 custom objects for Purchase History and opportunities ($ add-on for other use cases)


CUSTOM OBJECTS (CONT)

‣ Cummins Use CaseSend multiple emails using data from a single Eloqua contact

‣ Create/Update Custom Objects with Form Submission data (Update Custom Data Object - With Form Data processing step)

1. RFQ form submitted - distributor emails (Up to 10 - Distributor 1, Distributor 2…) are written to the custom object record as well as the data which will be merged into the email

2. Blind form appends additional contact data and triggers emails

‣ Custom Object Record Service - Send email Select a field from the data card and field merge data (Business Need, Product Owned, Fuel Type, Install Type, State, Zip, Country)


PROCESS OVERVIEW

Form Submitted

Email Notifications to Distributors

Custom Object Record Created

Custom Object Record Updated

Emails to Distributors

with data merged from contact

Auto-responder

Were you contacted?(Blind Form Submit)

wait 3 days

No Contact

What’s on your mind

Relationship One 8009 34th Avenue Suite 300 Minneapolis, MN 55425 P: 763.355.1025 E: [email protected]

Let’s Connect