Best Practice - Data Cleansing Recommendations and Resources

• Data is the key to everything:  If your data is not clean, you can not score well, run great nurturing programs or have strong segmented lists.  If fact, recent analyst reports cite poor data quality as the reason for lost revenue potential. Maybe that is why data cleansing is on the rise.

• When do you do this:  In the beginning is best, but if you have to circle back after you're already implemented marketing automation it's better late than never.  Many marketers (or management) don't realize how important this is until later in their use of automation.  Note that if  get this right, other success planning elements will be much easier - and more successful.

• Who owns the data:  Yes, marketing owns marketing data and sales owns sales data. But more than likely, some of this data is shared. So the combined team needs to identify critical pieces of data that will be shared and document which system is the master holder and how each system will update that data.  Also, you need to setup standardized data sets for those pieces of shared data so rules can be applied.

• Reporting:  Use reports such as the ‘Profile Completeness’ report in Eloqua to understand what percentage of each field is populated in your database. This will give you a good gage as to which fields need work to gain a higher percentage. 

• Results of clean data:  Clients who are leveraging Data Cleansing have seen a substantial increase (upwards of 3x) in the number of leads who are considered qualified.

Recommended Resources

• Data Quality and Phase I:  Analyze your data
• Data Quality and Phase 2: How to create a data cleansing program
• Contact Washing Machine Setup:  How to Use Eloqua’s Data Tools to clean up your data
• Data Management Playbook:  Best Practices for Increasing Data Quality and information on Standardized Data Sets
• Data Dictionary Template: A great Excel template to use for creating data standards for your organization
• The 4 C’s of Dirty Data:  Finding and cleaning dirty data presentation from EE11
• Six Keys to Effective Data Management: Power Hour Recording on Topliners
• Cloud Connector - Name Analyzer - Installation Instructions and Guide: Use the power of cloud connectors to remove dirty data from your Eloqua database

Recommended Eloqua Education Courses*:

• Course 1: Eloqua Data Cleansing -  Learn to build out an automated way to cleanse your data
• Course 2: Eloqua10: Progressive Profiling -  Learn to build out progressive profiling forms to gather those critical pieces of data you have identified are important to lead scoring, segmentation and nurturing program tracks.

* These courses require an Eloqua All Education pass

What is Lorem Ipsum? Most agree that it's, simply put, filler text. Back in the day, I would copy the same nonsensical "Latin" lorem ipsum in every email and landing page as a placeholder, waiting for the final content. However, during one of my Eloqua University courses last year, I saw something that would forever change the way I felt about lorem ipsum - that, my Topliner friends, was Bacon Ipsum! My eyes now opened to the possibilities, I started to dig deeper into the wild world of lorem ipsum and found that many more useful - and hilarious - lorem ipsums exist. So what's your go-to (lorem) ipsum generator?

And for those of you who don't already have an ipsum bookmark, here's a few links to check out the different LI generators first-hand - http://www.webresourcesdepot.com/got-bored-of-lorem-ipsum-22-different-alternatives-for-placeholder-text/ and http://designshack.net/articles/inspiration/30-useful-and-hilarious-lorem-ipsum-generators/ and http://www.ipsum-generators.com/ (Most of these work, others you may have to search manually). Happy Generating!

This document describes the elements that can be added to a Campaign using the Eloqua 10 Campaign Canvas.  It is not intended as a complete Guide for creating Campaigns.  The Eloqua 10 Creating Campaigns User Guide is located on Topliners at: Creating Campaigns.

Audience

Select and configure Segment Members elements

Assets

Select and Configure Landing Page elements

Select and Configure Email elements

Select and Configure Form elements

Decisions

Clicked Email: Routing based on whether links have been clicked in a specified email

Compare Contact Fields: Routing based on field values in the contact record

Compare Custom Object Fields: Routing based on values populated in Custom Objects (CDO)

Shared List Member: Routing based on whether members are in a contact list

Shared Filter Member: Routing based on whether members are in a Shared Filter

Opened Email: Routing based on whether specified email has been opened

Sent Email: Routing based on specified email sent

Submitted Form: Routing based on whether a form has been submitted

Visited Website: Routing based on whether website pages have been visited

Actions

Send to Cloud Connector: Configuring a Cloud Connector action step

Add to Campaign: Adding members to a selected campaign element in another campaign

Add to Program: Sending members to a selected step in an automated marketing program

Add to Shared List: Automatically add campaign members to a Shared List

Move to Campaign: Moving members to a selected campaign element in another campaign

Move to Program: Moving members to a selected Program

Move to Shared List: Moving members to a selected Shared List

Wait: Setting up a Wait element

See also:

Creating Campaigns

Managing and Deleting Campaigns

Elements you can use on the Campaign Canvas, along with a short description and the procedure for configuring each one are as follows:

Audience

Segment Members

Contains the contacts who will receive your email and/or be tested against your criteria.

To select and configure a Segment Members element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Do one of the following to choose a segment:
   • Select an existing segment from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Segment Chooser.  You can enter a search term in the search field, then click your selected segment in the window and click Choose; or;
   • Click New to create a new segment. Enter a Name and click Create. Create the new Segment by adding Segment elements, then Save it and close the window. The new segment will be selected in the segment configuration window.
4. Click outside the configuration window to close it. Click Save to save your changes.
   

   Note: Once you have placed and configured the next element, you can drag-and-drop from the bottom connector on the Segment Members element to the top connector of another element to connect the two in order in the flow of the campaign. Click Save.

Assets

Email

Lets you select the email to send to the recipients included in the segment(s) you are using.

To select and configure an Email element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Do one of the following to choose an email:
   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Email Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose; or;
   • Click New to create a new email, then click Create. Select a template and click Choose, create the new email, then click Save and close the window. The new email will be selected in the email configuration window. Click outside the window to close it and return to the Campaign Canvas.
4. Select additional configuration options:
   • Use a Signature—You can select how you want Signatures applied in this email (if the email contains a Signature section). This can be via a dynamic signature rule that changes the Signature based on a field value in the recipient's contact record (for example, different cities may correspond to different sales territories and, therefore, different sales agents). Or the same static Signature can be applied to all emails sent (on behalf of a single user or agent).
   • In the Sending Options tab, the Break send into smaller batches option allows you to break the overall email send into smaller batches over a number of hours or days. Fill in the number of hours or days, then choose the correct time unit from the Chooser.
   • Allow emails to be re-sent to past recipients—Select this checkbox if you want this email re-sent to past recipients of the same email.
     Note: In most cases, you will not want to select this option as it increases the likelihood that the recipient will report your email as spam. This should only be selected if it's an email that contains crucial or emergency information, or if a critical correction has been made to the content of the original email.
   • Scheduling tab—Here you can specify that you only wish the emails to be sent during specific hours, most likely during a time when your email servers may not be as busy.  The Timezone selected is your local timezone.  No emails can be sent on days for which you have not enabled.
5. Click outside the configuration window to close it. Click Save to save your changes.
6. Once you have placed and configured the next element, you can drag-and-drop from the bottom connector on the Email element to the top connector of another element to connect the two in order in the flow of the campaign.
7. Click Save.

Top of Page

Landing Page (reporting only)

Choose and configure the Landing Page that is associated with a click-through link in an email used in your campaign.

Note: You do not use connectors to tie the landing page element into the flow. It is associated with the click-through link in an email, so it is placed on the Campaign Canvas to make it easier to edit from the same place where you edit the rest of the campaign elements. In addition, by placing it on the Canvas, you are including it in the campaign's reporting.

To select and configure a Landing Page element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Do one of the following to choose a landing page:
   • Click the folder icon . In the Landing Page Chooser, you can enter a search term in the search field, then click your selected landing page in the window and click Choose; or;
   • Click New to create a new Landing Page. Enter a Name, then click Create. Select a template and click Choose, create the new Landing Page, then click Save and close the window. The new Landing Page will be selected in the Landing Page configuration window.
4. Click outside the configuration window to close it. Click Save to save your changes.

Form (reporting only)

Choose and configure the form that is associated with a click-through link in an email or a landing page used in your campaign.

Note: You do not use connectors to tie the form element into the flow. It is associated with the click-through link in an email or landing page, so it is placed on the Campaign Canvas to make it visible to the marketer and to make it easier to edit from the same place where you edit the rest of the campaign elements. In addition, by placing it on the Canvas, you are including it in the campaign's reporting. If a landing page on the canvas contains a form that is also on the canvas, a system line is drawn between them to show the relationship.

To select and configure a Form element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Do one of the following to choose a form:
   • Select an existing form from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Form Chooser, you can enter a search term in the search field, then click your selected form in the window and click Choose; or;
   • Click New to create a new form. Enter a Name, then click Create. Select a template and click Choose, create the new form, then click Save and close the window. The new form will be selected in the form configuration window.
4. Click outside the configuration window to close it. Click Save to save your changes.

Top of Page

Decisions

Sent Email?

This element lets you route segment members that have been sent a specific email separately from those that haven't so that they can be processed differently.

To route members based on whether they were sent a specified email:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose an email:

   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon folder.gif. In the Email Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.

4. Specify the Evaluation time period. You can choose hours, days, weeks or months. Enter the numerical value, and choose the appropriate time unit. Note: the value you enter must be a whole number. Once you have specified an evaluation time period, the Sent Email? element displays this symbol:   to indicate that it is a repeating evaluator:

5. Click outside the configuration window to close it. Click Save to save your changes.

   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Sent Email? element to the top connectors of the two next elements: one used to process members that have been sent the selected email, and one used to process members that have not been sent the email. Click Save.

Top of Page

Opened Email?

This element lets you route segment members that have opened a specific email at least a selected number of times during a specified period separately from those that haven't so that they can be processed differently.

To route members based on whether they opened a specified email:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose an email:

   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Email Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.

4. Select the following:

   • The number of times the email was opened (select a number between 1 and 20 from the first Chooser, "Opened") and the period during which it was opened (select from the second Chooser; 1 Week by default).
   • The time period for which you want to evaluate this criterion. The default is 1 Week.

5. Click outside the configuration window to close it. Click Save to save your changes.

   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Opened Email? element to the top connectors of the two next elements: one used to process members that opened the selected email the selected number of times during the specified period, and one used to process members that did not. Click Save.

Top of Page

Clicked Email?

This element lets you route segment members that have clicked-through on any link in a specific email at least a selected number of times during a specified period separately from those that haven't so that they can be processed differently.

To route members based on whether they clicked any link in a specified email:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose an email:

   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;

   • Click the folder icon . In the Email Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.

4. Select the following:

   • The number of times any link in the email was clicked (select from the first Chooser, "Clicked") and the period during which it was clicked (select from the second Chooser; 1 Week by default).
   • The time period for which you want to evaluate this criterion. The default is 1 Week.

5. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Clicked Email? element to the top connectors of the two next elements: one used to process members that clicked any link in at least the selected number of times within the specified period, and one used to process members that did not. Click Save.

Top of Page

Visited Website?

This element lets you route segment members that have viewed any page on your website at least a selected number of times during a specified period separately from those that haven't so that they can be processed differently.

To route members based on whether they visited any website page:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Select the following:

   • The number of times any page on the website was viewed (select from the first Chooser, "Visited") and the period during which it was viewed (select from the second Chooser; 1 Week by default).
   • The time period for which you want to evaluate this criterion. The default is 1 Week.

4. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Visited Website? element to the top connectors of the two next elements: one used to process members that viewed any page on the website at least the selected number of times within the specified period, and one used to process members that did not. Click Save.

Top of Page

Submitted Form?

This element lets you route segment members that have submitted a specific form any number of times during an evaluation period separately from those that haven't submitted the form at least once so that they can be processed differently.

To route members based on whether they submitted a form:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose a form:

   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Form Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.
4. Select the time period for which you want to evaluate this criterion. The default is 1 Week.

5. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Submitted Form? element to the top connectors of the two next elements: one used to process members that submitted the selected form within the specified period, and one used to process members that did not. Click Save.

Top of Page

Shared List Member?

This element lets you route segment members based on whether or not they are in a selected contact list within a specified period.

To route members based on whether they are in a contact list:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose a form:

   • Select an existing contact list from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.
4. Select the time period for which you want to evaluate this criterion.You can indicate the number of minutes, hours, days or weeks.

5. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Contact List element to the top connectors of the two next elements: one used to process members that were in the selected contact list within the specified period, and one used to process members that were not. Click Save.

Top of Page

Compare Contact Fields

This element lets you route segment members based on the value in a specified field in the member's contact record.

To route members based on a field value in the contact record:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser, select the field which contains the value you want to evaluate. You can narrow the selection by starting to type the name in the field.

4. In the second Chooser, choose the operator. Note that the operators in this Chooser vary depending on the field type (date, numeric, or text) of the specific field you selected. For each field type, the operators that appear are as follows:

   • Date—Greater than; less than; greater than or equal to; less than or equal to.
   • Numeric—Equals, doesn't equal, greater than, less than, greater than or equal to, less than or equal to, between, blank.
   • Text (alphanumeric)—Equal To, Not Equal To.
5. In the field that appears (or fields that appear), enter the value(s) to which you want to compare the field value.
   For example, in the following screenshot, you would be looking for contacts whose province is Ontario, for a period of 14 days (two weeks). The   indicates that this is a repeating process (re-evaluating).

6. In the last field, indicate the evaluation time period for this process, in hours, days, weeks, or months.

7. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Compare Contact element to the top connectors of the two next elements: one used to process members that met the criterion, and one used to process members that did not. Click Save.

Top of Page

Actions

Wait

Using the Wait campaign element allows you to insert a selected amount of waiting time into a campaign before executing the next element, or to wait until a specific date (and even set the time zone) before the next element is executed.

To set up a Wait element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Select one of the following options to determine how long the wait interval should be:
   • For a set amount of time—Click the radio button, then choose a wait interval (hours, days, weeks, months) using the Chooser; or;
   • Until a specific date—Click the radio button, then click the calendar button and choose the date until which this step will wait. Fill in the hour and minutes and be sure to indicate AM or PM. Make sure that you choose the Time zone that the date and time refer to (this allows you to set the wait interval correctly for any locale in the world). Note that when you choose the Time zone, the relationship to Greenwich Mean Time (for example, "GMT +5:00") is shown both in the configuration window and in the Wait Until campaign element.
4. Click outside the configuration window to close it. Click Save to save your changes to the Campaign.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connector on the Wait Until element to the top connector of the next element. Click Save.

Top of Page

Add to Program

This element lets you add segment members routed to this element to a selected step in an automated marketing program for further routing and processing.

To send members to a selected step in an automated marketing program:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser ("Choose a program"), select an existing automated marketing program. You can narrow the selection by starting to type the name in the field.
4. In the second Chooser ("Then choose a program step"), select the specific step in the automated marketing program to which you want to send the campaign members. This will not always be the first step in the program as in some situations you may want to bypass processing that applies to other members in the program.
   Note: It's the name of the program step that is shown in the Add to Program campaign element.

5. Click outside the configuration window to close it. Click Save to save your changes.

Top of Page

Add to Shared List

This element lets you add Segment members in the current campaign to a Shared Contact List.  Adding members to a Shared List is a dynamic process, meaning as the campaign progresses, as the contacts progress through the steps, they will be added to the Shared List you have specified.

To add members to a Shared List:

1. Double-click the Add to Shared List element in the left-hand pane or drag it onto the canvas.
2. Double-click the element on the Canvas or right-click on it and select Configure to open the configuration window.
3. You can keep the name as is (Add to Shared List) or rename it to something that better describes this step in your campaign, for example, Add to New Members List.
4. If you wish to use an existing Shared List, click the folder icon to open the Chooser, and locate the Shared List that you wish to use.  Highlight it and click Choose in the lower-right corner.  To create a new Shared List, click New and configure the list as desired.
5. Click outside the configuration window to close it.  Click Save to save your changes.

Top of Page

Add to Campaign

This element lets you add segment members from the current campaign to a selected campaign element in a different campaign for further routing and processing. Note that in this case, the members are not removed from the current campaign.

To add members to a selected campaign element in another campaign:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser (Choose a campaign), select another campaign. You can narrow the selection by starting to type the name in the field.
4. In the second Chooser, select the specific element in the other campaign to which you want to send the campaign members. This will not always be the first element in the campaign as in some situations you may want to bypass processing that applies to members that were already in the other campaign.
   Note: It's the name of the other campaign that is shown in the Add to Campaign element.
5. Click outside the configuration window to close it. Click Save to save your changes.

Top of Page

Move to Campaign

This element lets you move segment members from the current campaign to a selected campaign element in a different campaign for further routing and processing. Note that in this case, the members are removed from the current campaign.

To move members to a selected campaign element in another campaign:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser ("Choose a campaign"), select another campaign. You can narrow the selection by starting to type the name in the field.
4. In the second Chooser ("Then choose a campaign element"), select the specific element in the other campaign to which you want to send the campaign members. This will not always be the first element in the campaign as in some situations you may want to bypass processing that applies to members that were already in the other campaign.
   Note: It's the name of the other campaign that is shown in the Add to Campaign element.
5. Click outside the configuration window to close it. Click Save to save your changes.

Top of Page

Move to Shared List

This element lets you move segment members from the current campaign to a selected Shared List.

To move members to a selected Shared List:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser ("Choose a campaign"), select another campaign. You can narrow the selection by starting to type the name in the field.
4. In the second Chooser ("Then choose a campaign element"), select the specific element in the other campaign to which you want to send the campaign members. This will not always be the first element in the campaign as in some situations you may want to bypass processing that applies to members that were already in the other campaign.
   Note: It's the name of the other campaign that is shown in the Add to Campaign element.
5. Click outside the configuration window to close it. Click Save to save your changes.

Top of Page

Legally my company is required to send communications to contacts on if they've defaulted on payments. We're required to notified them 3 times of late payment before forwarding them to a collections agency.

We're audited and need to provide proof of the dates we sent each e-mail to our contacts regarding late payment. For my auditors, is there a way to pull a report that shows the list of contacts and the dates of each e-mail send to that contact?

I know you can click on the individual contact record and look at the Activity Log to show all the e-mail sends, but there's no way to export it and it would be tedious to pull the Activity Log for each individual contact when we have 50,000+ contacts. Is there a better way to grab this report?

Thanks,

Anh

Note: The Frequently Asked Questions (FAQ) document for Contacts with No Email Address is located at http://topliners.eloqua.com/docs/DOC-7265.  It is strongly recommended that you review that document prior to following the steps in this Configuration Guide.

Overview

This configuration guide will walk you through how to use your Eloqua instance to create and update Contacts with no Email address by using a unique match identifier other than Email Address.  It covers the common ways that you are able to update contact records: directly through the UI, Contact List uploads, Data Imports, Form Submits, CRM synchs and using the API.  It is important to note that while you can have contacts with no Email address, if one does exist, it must be unique.

Prerequisite: If you are using this this feature for the first time (i.e. you were not a participant in the beta program), you must request to have it enabled in your Eloqua instance by logging a Service Request ("SR") with Oracle Eloqua Product Support via My Oracle Support ("MOS") at support.oracle.com.

Creating and Updating Existing Contacts with No Email Address Using the Eloqua 10 User Interface

1. Contact your Account Director to request access to this feature, who will notify you when your environment is ready to be enabled for Contacts with No Email Address.
2. In order to obtain access to If you are creating a new Contact without an Email address, navigate to Contacts> Contacts> New.
3. To update an existing Contact, navigate to Contacts> Contacts.  Type in the name, company name or Email address of the Contact you wish to update.  In the Contacts Overview search results, double-click on the corresponding contact record and click on the Field Details tab.
4. Make any modifications as needed and click Save to save the Contact record.  If you are not providing an Email address, continue and save the new contact.

Creating or Updating Contacts with No Email Address Using Contact List Uploads

1.  Navigate to Contacts> Contacts and click on the Upload button in the top-right corner of the application window.  The Contact Upload wizard opens.

2.  In your source (CSV or XLS)  file that contains your contacts' information, ensure that a column exists that can be used as the unique matching identifier, for example "CRM ID".  The column name should reflect that identifier, as shown in the sample screenshot below:

3.  In step 3 of the Wizard, Map Fields, using the drop-down list in the Uniquely Match Contacts On field, select the Field on which you wish to uniquely match contacts.  For example, the following screenshot illustrates using CRM ID as the unique identifier.

4.  All contacts without an Email Address will be successfully uploaded and matched based on their CRM ID.

Creating and Updating Contacts with No Email Address Using a Data Import

1.  Navigate to Settings> Setup> Data Export & Import.

2.  Configure a New Contact Import and specify the required fields under the Import Settings tab.  Information on how to perform a Data Import in Eloqua 10 can be found in the document entitled Setup: Data Export and Import in Eloqua 10.

3.  On the Field Mapping tab, select CRM ID from the drop-down list in the Unique Match On field:

4.  Once the contact import runs, it will use the unique match field specified to determine whether a new contact should be created or whether an existing one should be updated.

Creating and updating Contacts with no Email address via CRM Auto Synch

1.  Navigate to Settings> Setup> Integration (under the Database heading) and click the Inbound tab.

2.  On the left-hand (navigation) pane, locate your data sources for Contacts by either searching for it using the search field or expanding the tree view.

3.  Once you have located the correct data source, click on its name to view the details window.

4.  In the Data Upload Source page on the right-hand side, in the Default Values for Transfer section, you can either create a new external call or edit an existing one.

5.  The External Call window opens.  Click on the Options icon in the top-right corner and select View Filter Details from the drop-down menu.

6.  The Filter Details window opens, in which you determine which leads on the CRM are passed through to Eloqua.  In order to support the integration of Contacts with no email address, you must remove any filters that search for a valid Email address.

7.  With the filter removed and contacts with no Email address flowing into your Eloqua system, you must decide which unique identifier will be used to match contacts.

8.  Within the Inbound tab, click on the Management icon and select Auto Synchs from the drop-down menu.  Locate the Auto Synch for your contact integration and click on it to launch details in a separate window.

9.  Expand the Field Mapping section and click Edit.

10.  The Field Mappings window opens, from where where you can manage the unique identifier that will be used to match contacts.

Prior to determining whether you wish to use Contacts with No Email Address that is now generally available with the Summer '14 Eloqua 10 release, here are some frequently asked questions that may help in your decision.  Once you have read through these questions and answers, you can access the Configuration Guide at http://topliners.eloqua.com/docs/DOC-5716.

Frequently Asked Questions

Is this functionality available for both Eloqua 9 and Eloqua 10?

No, it is only available for Eloqua 10.

Will this be available to all trims?

Yes, this is available to customers on all trims (Basic, Standard, Enterprise).

Will this feature be enabled by default for my Eloqua instance?

No.  Please speak with your Account Director for more information, as enabling this capability may have implications to your current CRM integration and Eloqua subscription.  Once completed, you can log a Service Request ("SR") with Eloqua Product Support via My Oracle Support (support.oracle.com).

Will contacts with no email address count against my contact band limit?

Yes.  Since the primary use case for storing contacts with no email address in Eloqua is execution through a variety of non-email channels enabled through the AppCloud e.g. SMS, Direct Mail, etc., they are still actionable and can be marketed to.

What happens if I use CRM ID as my unique identifier and my input file has duplicate CRM IDs?

As long as there are no duplicate CRM IDs assigned to your contacts, during upload the system will try to deduplicate the duplicate rows and update the corresponding contact record.

What happens if I choose to uniquely match on first name, but there are multiple contacts that have the same first name?

The data being updated will be rejected and not processed since you’ve violated your uniqueness constraint.

Is there a way to globally set a unique identifier versus picking it each time?

No, currently you are required to specify your unique ID each time you update data in the database whether it is through a list upload, CRM synch, or data import.  This capability is being considered for a feature enhancement in a future release.

For contacts that do have an email address, does it still have to be unique or can I have multiple contacts with the same email address?

Email address must still be unique.  This capability is part of a separate beta program that we are still running.

Can I use different unique IDs each time I update Contact data in the application?

Yes, users can select Email as the unique ID and easily change to a different unique ID, for example CRM ID.  However, you are responsible for ensuring that they adhere to the uniqueness constraint.  If you decide to use First Name as the unique ID and there are 100 contacts with the same first name, for example “John", Eloqua will not know which one of the records to update and therefore the update will fail.

Scenario: Jim is a contact record with no Email address.  Jim subsequently submits a form that includes his Email address.  Does the Form submission update the no Email address contact record or does it create a new Contact, one for Jim with no email and one for Jim with email?

This depends on how the Contact is arriving at the Landing Page from the Form.

If the contact organically visits the Landing Page and submits a Form, there is no unique identifier on which to match.  In this case, a new contact will be created.

However, it is likely that another unique identifier will be present, for example a phone number, to facilitate marketing communication if an Email address does not exist.  This identifier can be selected in a Form Processing step to lookup contacts in the database and update with Form data.  In this scenario, using the phone number you could find Jim’s existing contact record and update it with the new Email address from the Form.

How do Contacts with no Email address affect subscription management?

Initially, Contacts with no Email address are globally unsubscribed.  Beyond that if there is an activity that drives them online (for example, a direct mail with PURL) and there is a Form submission then their subscription preferences are processed as usual.  Note that in the absence of an Email address, access to manage subscriptions preferences on an individual contact record is hidden from view.

Do you use a one lead = one touch or contact? Or do you keep leads individual and update the leads.

No wrong or right just a simple survey.

A/B testing is a key best practice to help you improve your email engagement rates. You execute an A/B test by comparing a test email, changing only one variable such as subject line, against your baseline email to determine which version drives the best results. Our recommendation is to carve off 10% from your initial Segment to use for the A/B test, and then splitting that portion in half, one half to receive the baseline, and the other the test. After determining the "winner", you send that email to the remaining 90% of the initial list.

For Eloqua10 users, there is capability to run an A/B test in Program Builder, but since you're sending emails, we recommend you use the Campaign Canvas. This article provides step-by-step instructions to create and use a Campaign Template for your A/B testing.

• Create your A/B Testing Campaign Template
• Configure the Template for your A/B Test
• Best Practices for Testing

Create your A/B Testing Campaign Template

First, you'll need to create two Shared Filters. These will be used to execute the split of your lists: first, to carve off 10% against which to run the test, and then an even split for the two test emails.

The Criteria in your Filters use the unique Eloqua Contact ID value to determine into which split the Contact will be placed. All Contacts created in Eloqua are given a Contact ID immediately on creation, and the values end in a series of numbers. We're going to use these in an inventive way to create the split -- thank you to Eloqua Product Specialists Ryan Wheler and Anirude Gurcharn for developing this method!

1. Create a Shared Filter for the 90:10 Split

The single Criteria in this Filter is configured like so:

The comparator value is looking for any record with a Contact ID in which the second-to-last number is a 1. The * and the ? characters (an asterisk and a question mark, respectively) are referred to as "wildcards" in this type of application. The asterisk represents any number of any characters and the question mark represents any one character, and your value entered is "*1?" (without the quotes). To illustrate, if the Contact ID is ABC00000000093217, it will match this Criteria, and thus be included in this Filter. NOTE: This is an update from past versions of this article and uses newly-available Filter comparators in Segments.

2. Create a Shared Filter for the 50:50 Split

This Filter has multiple Criteria, and they're joined by ORs -- we want Contact records with an ID that matches any one of these Criteria:

In this case, we're using the last digit of the ID (hence the newly-available comparator of "ends with"), and since we want half of the records, we have Criteria for the odd numbers 1, 3, 5, 7, and 9.

If you're not sure what this means, don't worry. You'll only need to create these Shared Filters once as you see above, as you can reuse them as-is for all your future testing.

3. Create your Campaign.

First, drag the Audience, Assets, and Decisions onto the Canvas and connect them exactly as you see below. We'll go through configuring each following the numbers on the red arrows.

1. Wait

We need to include this "Wait" Action because the Campaign Canvas doesn't allow a Decision as the first action from the Segment. We can configure it for a small amount of time though, like so:

NOTE: If you are entering fractions of an hour in a Wait Action, make sure the value results in a whole number of minutes. For example, 0.25 Hours equals 15 minutes.

2. Shared Filter Member? -- carve off 10% of your Segment

Select the "90:10 Split" Shared Filter that you created in the step above for this Decision. Approximately ten percent of the Contacts in your initial Segment will meet the Criteria in this Shared Filter, and therefore pass down the "Yes" branch from the Decision.

3. Wait -- for the 90% that will receive the winning email

From the "No" branch of the "Shared Filter Member?" Decision, set the Wait for 3 days, or however much time, plus a window, you want to let your test run. You should have a good idea of the winning email in 24 hours after executing your test, and know with certainty by 48 hours after -- at this point, the vast majority of recipients will have responded, if they respond at all.

4. Shared Filter Member? -- split the test group into half

Now let's configure the execution of the split, again using a "Shared List Member?" Decision, but this time with your 50:50 Split, like so:

Approximately half of the Contacts entering this Decision will meet the Criteria in this Shared Filter and move down the "Yes" path, while the remainder go down the "No" path.

5. Save As Template

At this point, you've configured all of the elements you need to turn this Campaign into a Template that you can re-use for your future A/B tests! Your Campaign should look this:

To save your new template, simple select "Save as Template…" from the Settings menu:

Configure the Template for your A/B Test

Before we go to the Campaign Canvas, you'll need to create the following items for your A/B test:

• Your initial Segment, the full audience to which you plan to send the message
• Your baseline Email
• Your Test Email

1. In the Campaign Canvas, create a new Campaign using your Template, like so:

2. Configure your initial Segment:

3. Add your Emails:

4. Change the dates to those appropriate for your Campaign:

5. Activate your Campaign.

6. Wait for the results of your Test. Be sure you do not wait longer than the number of days you configured in the Wait Action for the recipients of the winning Email! Your Campaign members will automatically exit the Campaign otherwise.

7. In Insight, run the report "Campaign Analysis" for your Campaign. You can either select it in the prompt, or create a Filter on the results, or find it by eyeballing the list of Campaigns. Click the value for your Campaign in the column headed "Total Sends" -- this will drill-down to the report with the results for each Email in your Campaign.

The metrics you'll use to determine the winning Email will depend on what variable you tested. For example, if your test was on subject line, you'll likely pick the Email with the higher Open Rate as the winner.

8. De-Activate your Campaign.

9. Add the Asset to send the winning Email:

10. Check that your Campaign Reporting dates are correct, and re-Activate your Campaign. The Contacts sitting in the Wait Action will be sent the winning Email.

Best Practices for Testing

Identify one variable you'd like to improve and develop a plan of attack. Here are some tips for testing:

• Frame the problem in the form of a question. Propose a hypothesis: an educated guess as to the cause of the results. Then, determine what you'll test to prove or disprove that hypothesis.
• Try to avoid testing too many elements at once, so as not to cloud your results.
• Be sure you can measure what you are testing.
• A technical note: if you wish to test one audience against another (everyone still receives the same email), you will need to have separate instances of your Email for each. At this time, Eloqua Insight is only able to report on Email engagement, not on a Segment.

Here are some suggested targets for your testing:

• Subject lines
• Highly graphical versus mainly text emails
• Email or landing page layout, including offer placement and form length
• Adding humor
• Additional or less copy
• Including segment-specific content

Looking for some great examples of A/B testing on both emails and landing pages? Check out Anne Holland's site "Which Test Won?" -- see if you answer correctly!

Ecommerce can be broken into four main categories: B2B, B2C, C2B, and C2C. What category does your Eloqua application apply to?

• B2B (Business-to-Business)
  Companies doing business with each other such as manufacturers selling to distributors and wholesalers selling to retailers. Pricing is based on quantity of order and is often negotiable.
  
   
• B2C (Business-to-Consumer)
  Businesses selling to the general public typically through catalogs utilizing shopping cart software. By dollar volume, B2B takes the prize, however B2C is really what the average Joe has in mind with regards to ecommerce as a whole.
  
  
• C2B (Consumer-to-Business)
  A consumer posts his project with a set budget online and within hours companies review the consumer's requirements and bid on the project. The consumer reviews the bids and selects the company that will complete the project.
  
• C2C (Consumer-to-Consumer)
  There are many sites offering free classifieds, auctions, and forums where individuals can buy and sell thanks to online payment systems like PayPal where people can send and receive money online with ease.

am trying to quantify the data duplicate problem in people's Eloqua contact databases / CRM syncs.

#NewBLOGS #Mail2WORLD #BLOGGING #Year2014 #July #ModernDAYBLOTTER #ThankYOU http://www.mail2world.com/Blog/george_palaganas@mail2world.com

#ZILLOW #LOGINProblems #NewYorkProperties #July #Year2014 #Phone2063392624 #Phone5163089867 My ZILLOW is not properly working right now. You may use regular e-mail and phone system for the listings you are inquiring about. Thanks. #TerryHarris https://www.dropbox.com/sh/7umx9057s0d8m61/AABNU6QIV3AIeNGnVUyncYOVa #MOISH https://www.dropbox.com/sh/y9r97vawbp4x7pt/AAB8xGlGLhzpa1G409G5fHbja #KersonVilsaint https://www.dropbox.com/sh/tmvr5697mvgx8bv/AAApPtdp73WLtOhIZzzxPNUda

#TheMenofJerseySHORE #LukeBryan #Year2014 #SHAKEITAlbum Luke Bryan of The Men of Jersey SHORE on his SHAKE IT Album http://home.mywebface.com/photos/88/10/41/15140188.jpg

#Glenda #DOST #Typhoon #MetroManilaPowerOutage #Year2014 #July16 #CodenameRammasun #Year2010 #August31 #CodenameKompasu At last, the weather got better and most of Metro Manila have their electrical service back! https://www.facebook.com/photo.php?fbid=10202652450858921&set=a.10200687367933076.1073741829.1427450153&type=3&permPage=1

Best Practice - Data Cleansing Recommendations and Resources

• Data is the key to everything:  If your data is not clean, you can not score well, run great nurturing programs or have strong segmented lists.  If fact, recent analyst reports cite poor data quality as the reason for lost revenue potential. Maybe that is why data cleansing is on the rise.

• When do you do this:  In the beginning is best, but if you have to circle back after you're already implemented marketing automation it's better late than never.  Many marketers (or management) don't realize how important this is until later in their use of automation.  Note that if  get this right, other success planning elements will be much easier - and more successful.

• Who owns the data:  Yes, marketing owns marketing data and sales owns sales data. But more than likely, some of this data is shared. So the combined team needs to identify critical pieces of data that will be shared and document which system is the master holder and how each system will update that data.  Also, you need to setup standardized data sets for those pieces of shared data so rules can be applied.

• Reporting:  Use reports such as the ‘Profile Completeness’ report in Eloqua to understand what percentage of each field is populated in your database. This will give you a good gage as to which fields need work to gain a higher percentage. 

• Results of clean data:  Clients who are leveraging Data Cleansing have seen a substantial increase (upwards of 3x) in the number of leads who are considered qualified.

Recommended Resources

• Data Quality and Phase I:  Analyze your data
• Data Quality and Phase 2: How to create a data cleansing program
• Contact Washing Machine Setup:  How to Use Eloqua’s Data Tools to clean up your data
• Data Management Playbook:  Best Practices for Increasing Data Quality and information on Standardized Data Sets
• Data Dictionary Template: A great Excel template to use for creating data standards for your organization
• The 4 C’s of Dirty Data:  Finding and cleaning dirty data presentation from EE11
• Six Keys to Effective Data Management: Power Hour Recording on Topliners
• Cloud Connector - Name Analyzer - Installation Instructions and Guide: Use the power of cloud connectors to remove dirty data from your Eloqua database

Recommended Eloqua Education Courses*:

• Course 1: Eloqua Data Cleansing -  Learn to build out an automated way to cleanse your data
• Course 2: Eloqua10: Progressive Profiling -  Learn to build out progressive profiling forms to gather those critical pieces of data you have identified are important to lead scoring, segmentation and nurturing program tracks.

* These courses require an Eloqua All Education pass

How many is to many? If your offering people options does that put them off? or is there a happy medium?

I was reading an article about the E10 end users experiences and some Eloqua user mentioned that they are finding lost functionality in E10 (newest version)- some of the more complicated tasks in E9 have been dumbed down in the service of making the interface more user-friendly. Several out-of-the-box reports are no longer available. Use of email address at the primary contact database key leads to some complicated work-arounds for them and E10 is buggy compared to E9, despite having been out for more than a year.

I am a new user of Eloqua and Topliners Community and would appreciate your valuable feedback on this.

I have a list of contacts that they want to send an email to. Our system syncs with SFDC, and they don't want those contacts to sync over to SFDC. How do I do that?

Hi all!

The webinar I delivered on The Modern Marketers Guide to Connected Customer Journeys is now available online   http://lnkd.in/daQAWTa

I hope you find it useful.

Best regards,

AH

Do you use Eloqua to feed contacts and data into a direct mail program?  If so, how often?

I am wondering how many people out there use or build their own responsive email template and how good is Eloqua with it.

I did my first Eloqua campaign where I just pulled a segment from Eloqua and entered them into the campaign. The canvas flowed great, everything was going the way it was supposed to except that in SFDC the member was not associated with the campaign. What I mean is in the Campaign History of a particular lead, the campaign which I ran the lead down was not there, the history was blank. My first thought was that when I import a list I always put a Campaign Name field so that it populates that field, I find that when I import a list the members always properly get associated.

For the segmented leads I noticed that the Campaign name is blank and I wonder if that is why in SFDC the member is not associated to the campaign? Has anyone ran into that sort of issue and knows what I can do or what I should have done in order to associate the members to a campaign.

Thanks in advance!