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Proven Practices

Oracle Eloqua - How to use Custom Objects

Creating Custom Objects to Track Form Submissions

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Custom Objects are one of the more powerful tools in Eloqua – they open the door to all kinds of interesting and useful capabilities.  While Custom Objects have multiple use cases, the focus of this blog post will be on one of the most common uses – capturing data from a form submit. A Custom Object (commonly referred to as a “CDO”) is a simple table, like one you might create in Word or in Excel.  A CDO has columns, which you define when you set up the object, and rows, which can be added using a variety of methods…

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It’s Moving Day! Key Considerations as you move to Eloqua

It’s Moving Day! Key Considerations as you move to Eloqua

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A few years ago, my family and I moved into a brand-new home. As I sat in my cozy living room the other night, I started thinking about how much work went into getting here. We spent a lot of time thinking about our ideal home, one we’d want to live in till our older kids graduated from high school. We listed everything we wanted in a house, determined our budget, then went on the hunt. After looking at what felt like dozens of houses, we found “The One” – the house our family could call home for years to…

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Intern to Eloqua Power User: Five tips for new Eloqua users

Intern to Eloqua Power User: Five tips for new Eloqua users

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My journey into Eloqua began when I started an internship at Tegrita Consulting group in the Fall of 2016. I was in the final year of my undergraduate studies at Ryerson University in Toronto. Marketing Automation was a new world to me but within a matter of weeks, I found myself excited about the inviting world of Eloqua through the eyes of Tegrita and their personnel. Within the first month of my internship, I quickly gained a working knowledge base about how Tegrita uses the Eloqua platform to benefit their clients. I learned about how Eloqua is used by marketers…

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Six Simple Steps to Managing Multiple Brands or Regions in Eloqua

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Eloqua is a leading marketing automation platform that enables businesses to better store, manage, and utilize customer information. Larger organizations that have multiple brands, divisions, or regions are faced with a dilemma of having multiple Eloqua databases, or with managing everything in a single Eloqua database. Budget, team structure, available resources, and overlap of Accounts and Contacts are the key factors that determine the best way forward. Multiple brands or regions can be easily managed using Eloqua, especially if you follow these guidelines. Choose the best Eloqua trim for you To use the system for multiple brands, a subscription to…

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Touch point Governance: Establishing an Approach to Managing Email Frequency

Touch point Governance: Establishing an Approach to Managing Email Frequency

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When was the last time you reviewed your Email Frequency Report? The frequency of email marketing plays a significant role in building a quality customer base. Maintaining consistent communication with your Contacts will allow you to remain top-of-mind with potential clients. However, sending too many emails can easily result in either a negative view of your brand or an unnecessary unsubscribe rate. Oracle conducted a survey that included over 6.3 billion emails sent and found that the lower the email frequency, the higher the clickthroughs, but there were fewer responses. Other studies show that more than 50% of people feel…

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Controlling Access to your Eloqua Contacts: Six Key Considerations When Implementing a Contact Level Security (CLS) Solution

Controlling Access to your Eloqua Contacts: Six Key Considerations When Implementing a Contact Level Security (CLS) Solution

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If your organization has multiple Brands, Business Units, or Regions using Eloqua, it may be advantageous to implement a Contact Level Security (CLS) solution. Contact Level Security controls which of your Eloqua Users can view, modify, and market to Contacts within Eloqua. Without a CLS solution in place, large organizations with multiple marketing teams must rely on users to properly Segment Contacts. But what happens when the new Marketing Manager forgets to add “COUNTRY is exactly US” to the Campaign Segment and your email is deployed globally? Or even worse… what if one Business Unit decides to market to another Business…

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The Importance of Eloqua Naming Conventions: 5 Ways to improve your Eloqua asset database

The Importance of Eloqua Naming Conventions: 5 Ways to improve your Eloqua asset database

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Why are Eloqua asset naming conventions so important?  Well… imagine having a folder with 1,000 images and 775 files (e.g., HTMLs, PDFs, Word documents, Excel sheets) and you need to find all the assets related to the “Widget ABC Product Campaign” that launched in the Fall of 2016.  Without a consistent and proper naming convention, finding these assets could be daunting and time-consuming. Creating a consistent naming convention that meets your organization’s needs can be extremely difficult (and usually a task no one wants to take on), but I can truly say (from experience), investing time to define a consistent…

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Is it Time for an Eloqua Health Check?

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The top three reasons for performing an Eloqua Health Check: Identify areas of “issue” or concern and recommendations Determine areas for growth and quick wins Provide guidance for optimizing Eloqua and your Eloqua Effectiveness The overall process of a health check is looking at all things Eloqua. Think of a Health Check as visiting your doctor annually for your physical; comparably performing an Eloqua Health Check is vital for your longevity. Imagine after sitting on the examination table while a nurse takes a blood sample, the doctor calls you a week later to talk about your results, pointing out early…

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