Oracle Marketing Cloud User GroupMinneapolis | August 25, 2015

8/26/15

TODAY’S AGENDA

Carol Mendenhall, Thomson Reuters

1

2

3

Tradeshow Lead Management

4

Erin Rowles, Relationship One

Eloqua Event Campaigns: Tips & Tricks

Mike Bernard, Relationship OneUpdates & Announcements

CONFIDENTIAL |

Mike Bernard, Relationship OneNext User Group & Open Discussion

8/26/15

UPDATES & ANNOUNCEMENTS

Intros

New Staff

‣ Laura Marty (Kansas City, MO) - Consultant

‣ Holly Doxtad (Raleigh, NC) - Consultant

‣ Sheena Graham (Orange County, CA) - Consultant

‣ Will Gather (Minneapolis, MN) - Developer

Job Updates

‣ Relationship One - Best Places to work - 2014, 2015

‣ Others?

Future Events

‣ Next User Group - October 27 - Location TBD

CONFIDENTIAL |

8/26/15

UPDATES & ANNOUNCEMENTS Oracle

‣ Modern Marketing Experience - November 17-19 - London, England

‣ Modern Marketing Mashup, Minneapolis - October 8

‣ Adding to the OMC - Maxymiser acquisition

‣ AppCloud deprecation - begins January 2016

‣ 472 Release - July

‣ enhanced security around SFTP file authentication

‣ CSS within forms

‣ New Twitter app

‣ Dynamics 2015 integration

‣ 473 Release - August

‣ Ability to see CDOs linked to a contact

‣ Place images in forms

‣ LinkedIn Autofill

CONFIDENTIAL |

8/26/15

TRADESHOW LEAD MANAGEMENT

Carol Mendenhall Thomson Reuters

CONFIDENTIAL |

8/26/15

ELOQUA EVENT CAMPAIGNS

Erin RowlesRelationship One

CONFIDENTIAL |

8/26/15

EVENT CAMPAIGNS Quick Poll

CONFIDENTIAL |

Webinars?

User Groups?

Customer Events?

Tradeshows / Conferences?

Training Sessions?

Product Demos?

8/26/15

THERE’S AN APP FOR THAT… Event Campaigns

‣ Ready Talk

‣ Citrix GoToWebinar

‣ Cisco WebEx

‣ BrightTalk

‣ AdobeConnect

‣ On24

‣ SureShot ICS Creator

‣ SureShot Radius Search

‣ Certain

‣ Lead Capture App

‣ Zuant

‣ …

8/26/15

CAMPAIGN CANVAS FOR EVENTS Asset List

‣ Emails

‣ Invite 1

‣ Invite 2

‣ Invite 3?

‣ Registration Confirmation

‣ 1-Week Reminder?

‣ 1-Day Reminder

‣ Thank You For Attending

‣ Sorry We Missed You

CONFIDENTIAL |

‣ Form

‣ Registration

‣ Landing Pages

‣ Registration

‣ Registration Confirmation

8/26/15

DEMO: CAMPAIGN CANVAS

Eloqua Event Campaigns

CONFIDENTIAL |

8/26/15

ELOQUA EVENT MODULE Overview

CONFIDENTIAL |

Available in E9 and E10, the Event Module (EM, formerly ESM)

allows for the management of post registration actions for event

campaign types.

8/26/15

ELOQUA EVENT MODULE Use Cases & Advanced Functions

CONFIDENTIAL |

‣ One Event with Many Sessions or Locations/Dates

‣ Reccurring Event

‣ Incomplete Registration

‣ Registration Modification

‣ Cancellation Option

‣ Capacity Limit / Waitlist

‣ Disable Actions

8/26/15

DEMO: EVENTS MODULE

Eloqua Event Campaigns

CONFIDENTIAL |

8/26/15

ELOQUA EVENT MODULE Tips & Tricks

CONFIDENTIAL |

‣ If using Multiple Sessions, the session Name HAS to be

the same as the Session value passed in the form

‣ If using Date as field merge, create/use text field type

(not default date field)

‣ If using Time as field merge, include Time Zone in the

time value.

‣ Send Batch Email event action allows for selection of

send time (Eastern Time)

‣ Review & set Event Action Details

8/26/15

ELOQUA EVENT MODULE Tips & Tricks

CONFIDENTIAL |

‣ Reporting

‣ No Insight reporting for Event Module

‣ Consider how EM email assets are reported on

campaigns; may not want to include on canvas

‣ Other Personalization

‣ Has Linked Record in Event

‣ Segment Filter

‣ Dynamic Content

8/26/15

TRACKING ATTENDEES What’s Best?

‣ Shared Lists

‣ Custom Object

‣ External Activities

CONFIDENTIAL |

It depends…at the end of the day, it’s all about process and

training.

8/26/15

EXTERNAL ACTIVITIES Overview

Required Setup

‣ Configure External Activities in Setup area

‣ For sending to CRM…lots more…

‣ Response Rules

‣ Campaign Member External Calls

‣ Campaign Response Program

CONFIDENTIAL |

External assets are non-Eloqua activities performed by your

contacts. These activities can be tracked for use in Eloqua

campaign reporting. In addition, this activity can be passed to

CRM as campaign-related data.

8/26/15

EXTERNAL ACTIVITIES Execution

Options

‣ List Upload via Campaign

‣ External Asset Campaign Canvas App

‣ External Activity Generator via CDOs

CONFIDENTIAL |

8/26/15

EXTERNAL ACTIVITIES Execution - List Upload via Campaign

CONFIDENTIAL |

‣ Email Address: The email address of the contact that

completed the activity.

‣ External Asset Type: The 'umbrella' (top-level) classification

for something that your contacts completed (e.g. Direct Mail).

‣ External Activity Type: The specific activity that the contact

performed for this specific external asset (e.g. Sent).

‣ External Asset Name: A unique name for the activity (e.g. Fall

2015 Product Catalog).

‣ Date: The date of the activity that is being captured. The

format is MM/DD/YYYY.

8/26/15

DEMO: EXTERNAL ACTIVITIES

Eloqua Event Campaigns

CONFIDENTIAL |

8/26/15

EXTERNAL ACTIVITIES Eloqua Reporting

CONFIDENTIAL |

Segmentation

Contact Record Activity Log

8/26/15

EXTERNAL ACTIVITIES Sample SFDC Reporting

CONFIDENTIAL |

8/26/15

ELOQUA EVENTS Additional Tips & Tricks

‣ ‘Templatize’ Campaign & Assets ‣ Reduce setup time and ensure accuracy with logic that works

‣ Don’t Forget About The Referred ‣ Configure logic to add all registrants to appropriate spot in campaign

‣ Boost Attendance Rate ‣ Add to Calendar

‣ Reminders

CONFIDENTIAL |

8/26/15

EVENT CAMPAIGNS

CONFIDENTIAL |

Share YOUR Secrets

8/26/15

HOUSEKEEPING - FUTURE USER GROUP MEETINGS

CONFIDENTIAL |

Possible Topics:

‣ Sales Enablement

‣ In depth discussion about changes to the AppCloud

‣ BlueKai Overview

‣ Compendium Overview

‣ HTML 101

‣ Marketing Analytics

‣ Data Enrichment/Data Cleansing (e.g. Social123)

‣ Others?

8/26/15

OPEN DISCUSSION

CONFIDENTIAL |

Thank you!

www.relationshipone.com | @relationshipone