Oracle Marketing Cloud User GroupMinneapolis | November 25, 2014

12/2/14

TODAY’S AGENDA

Mike Bernard, Marketing Cloud Practice Director, Relationship One

1

2

3

Subscription Management Overview

4

Heidi Huffman, Sr. Marketing Cloud Consultant, Relationship OneApp Overview and Use Case

Mike Bernard, Marketing Cloud Practice Director, Relationship OneUpdates & Announcements

Erin Rowles, Marketing Director, Relationship OneDeveloping an OMC Training Program

5What’s on your mind?Q&A

12/2/14

UPDATES & ANNOUNCEMENTS

12/2/14

Brenda Barrelle Marketing Cloud Consultant

Emily Eubanks Marketing Cloud Consultant

UPDATES & ANNOUNCEMENTS Meet the team

Hiring! Associate Analytics Consultant

12/2/14

UPDATES & ANNOUNCEMENTS

Oracle Marketing Cloud

‣ Pod 1 down last week. Any effects?

Modern Marketing Experience

‣ March, 2015 - Las Vegas

‣ Super Early Bird Registration is now open

‣ Get the discounted price through December 12

Future User Groups

‣ No User Group for December - Happy Holidays!

‣ January - Working on a special event featuring Sirius Decisions

12/2/14

SUBSCRIPTION MANAGEMENT

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SUBSCRIPTION MANAGEMENT OVERVIEW

Why?

‣ Data Privacy Compliance

How? 3 Built-in Options

‣ Unsubscribe Globally

‣ Unsubscribe from Email Group

‣ Subscription Management Page

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CUSTOM SUBSCRIPTION MANAGEMENT

When?

‣ More control over the look and feel

‣ Host subscription management page outside of Eloqua

‣ Subscription options don't map 1:1 to Email Groups

‣ Display different subscription options to different users

‣ Show/hide other fields/information

‣ Provide follow-up CTA's based on selection(s)

How?

‣ Web Data Lookups (Visitor, Contact, Contact Group)

‣ Custom JavaScript (for business logic)

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CUSTOM SUBSCRIPTION MANAGEMENT Cont…

What about Compliance?

‣ Need to know Country

‣ Conditional processing steps

‣ New subscription status field/values

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CLOUD CONNECTOR DEMO

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CDO DEFINITIONS 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

!

Note: Eloqua Basic - 2 custom objects for Purchase History and opportunities ($

add-on for other use cases including field merges)

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RELATIONSHIP ONE APPCLOUD

First Steps

‣ Subscription to the R1 App Cloud

(appcloud.relationshipone.com)

‣ Enable Eloqua instance for API support

‣ Update Eloqua user to receive API access

‣ Set up your App Cloud User

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CUSTOM OBJECT RECORD SELECTOR

What is it?

‣ Allows a specific custom object record to be selected for field

merges / personalization

Why use it?

‣ Eloqua field merges from Custom Data Object fields based on

the last record that was modified

‣ If there are multiple custom object records you need matching

options in order to select the correct data for personalization

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CUSTOM OBJECT RECORD SELECTOR Cont…

When to use it?

‣ Custom Object with multiple records linked to a contact

‣ Multiple records with purchase history and you personalize

based on a specific product.

‣ Multiple opportunities / inquiries and you want to personalize

based on a specific stage.

‣ Multiple financial accounts and you want to personalize based

on account type.

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CUSTOM OBJECT RECORD SELECTOR

Email 1 Field merges based on last modified record.

Email 2 Record has been updated with cloud connector and flagged.

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How to use it?

‣ Create your email and field merge(s) based on the custom

object field.

‣ Add a field to your custom object. This will be used to flag the

record once selected.

‣ Install the connector in your Eloqua instance.

‣ Create a program / campaign to input your cloud connector.

‣ Configure a cloud connector before each email with

personalization.

‣ Enable / Activate.

CUSTOM OBJECT RECORD SELECTOR Cont…

12/2/14

CUSTOM RECORD SELECTOR APP !

Demo

12/2/14

ELOQUA TRAINING

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ELOQUA TRAINING

Attendees

‣ Quantity

‣ Roles

Environment

‣ In Person

‣ Breaks

‣ Hands-On Exercises

‣ Quizzes (team or individual)

‣ Engage

!

‣ Online

‣ Recording

‣ Homework

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ELOQUA TRAINING CON’T Cont…

Set Objectives

Topics

‣ Standard

‣ Navigation

‣ Support/Resources

‣ Database Overview

‣ Segments

‣ Campaign Canvas

!

‣ Emails

‣ Forms

‣ Landing Pages

‣ Reporting

‣ Component Library

‣ Shared Library

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ELOQUA TRAINING CON’T Cont…

Topics

‣ Advanced

‣ Query Strings

‣ Data Tools

‣ Cloud Components & Connectors

‣ Integration

‣ Lead Scoring

‣ Admin (default settings, Users)

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ELOQUA TRAINING CON’T Cont…

Documentation

‣ Presentations

‣ Key Take-Aways

‣ Terms Glossary

‣ Exercises

‣ Quizzes

‣ Suggested Resources

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ELOQUA EVANGALISM

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ELOQUA EVANGALISM

Internal Nurture Campaign

‣ Use Personlization

‣ Dynamic Content

‣ Action-Based Sends

‣ Reporting

Other ideas?

12/2/14

Q&A !

What’s on your mind?

www.relationshipone.com | @relationshipone