Right click on the section of text and then click edit. You may also add field merges, a field merge will populate a value held in either a custom object field of contact field. First Name, Company Name and Country. All your available field merges will be in the right-hand side. Click on the area in the text that you want to see your field merge and then double click the field merge. Landing Page. This will link directly to your campaign landing page. In the editor elect highlight the text or an image, click on enable as a hyperlink and select the option of file in file storage.
To create a hyperlink to a webpage, select the text or image that you want to set your link on, enable the hyperlink and select the Webpage option, enter the URL of the web page you wish to link to and if required click on redirect for tracking purposes finally click Save once you have finished editing that section. Select the text or image that you want to perform a system action with, then select the hyperlink option, enable the hyperlink and choose System Action.
This function adds mailto: to a hyperlink which in turn opens the users email client. Select the text or image that you wish to add your mailto: then click on the hyperlink table, enable the hyperlink.
Finally add the email address that you wish to be displayed in the to field of the email. All images will be sourced from a central repository and then uploaded to Eloqua for usage in the emails.
Replacing an image when image is whole article. Now either double click and then select your image or drag your image to the blue upload box, then click upload. Add your email to the relevant email group, i. This is the email header. When using the template always use blank. We are not using headers on this template as they can disrupt responsiveness. This is the email footer. When using the template always use blank, as they can disrupt responsiveness.
The footer is built in to the email template. This is the preview text that will be seen on mobile device email clients under the subject line. This is the name of the person you want to reply to if the user clicks reply directly to your email. Once you have finished editing the email click on Save, and navigate to the desired folder where it is to be saved. The reason you save it is so the text version is generated on your save and now you can edit the content you have just dropped in.
Format the text according to how you want it, It is not recommended that you just use the system generated one because it will look awful. Untick Automatically generate plain-text version, then click save. Now check the links that you want to track Do not check links to Eloqua landing pages or other Eloqua hosted assets e. File-on-File storage. These are automatically tracked. If you check tracking, then the form will not populate the contacts details that we already have in the contact database.
You can preview your email on different devices from the perspective of different contacts e. From here, find the contact using the search bar which you wish to view the email as and click Preview. Your email content and links will be checked by Eloqua and the results will be displayed for you.
I quite often get asked during implementations for functionality over and above clickthroughs on emails or request that button on their website do things that they wish to use form processing functionality for. Well, the geniuses at Oracle came up with blind form Creating Eloqua Landing Pages using the template editor 1 Introduction Landing pages are often the first significant part of a campaign that a contact will see.
A contact may be directed to your landing page from a link in an email that was sent as part of a campaign Introduction to sample case to create your Eloqua multi-step campaign Sometimes you are going to need to create a multistep campaign. The Eloqua campaign automation engine is arguably the most powerful one in existence. In this scenario you are going to be creating To read the full instructions provided by Oracle for all reports and functionality visit Great stuff Greg.
Keep in up, looking forward to your posting on the first marketing automation to be created using Eloqua. Hi Justus, I will be posting another nine or ten lessons aimed at end users before posting a dev course. Stay tuned! Would be great to arrange a date where you can teach me a few other bits and pieces sometime soon? We can integrate our very own platforms! As it happens I really need another dev for some integration work.
Am definitely available! Your email address will not be published. Notify me by email when the comment gets approved. Click on create email. In general, these lines follow these rules: The outermost allows to delete the module The middle allows for editing The innermost allows for replacing an image However, when right-clicking a blue line you will be presented with the options you have — Edit, Delete and Replace.
You will now get an editor open up. There is an area for adding your text. There is a control bar above this are for basic formatting. It is no different to word. To add in an image, you need to click your mouse in the area that you want the image to be, then find and double click on the image you want to add in.
To add a field merge, click on the field merge icon. You will now see that the field merge has been added. You will see some greyed out commands on the right hand side. Highlight the text or select the image that you wish to set a link on. Then click enable as a hyperlink. You now have several options: Option Name Option Description Landing Page This will link directly to your campaign landing page File in File Storage This will link to a file stored in Eloqua storage Webpage This will link to an external web page System Action This will allow you to use a system hyperlink, i.
Unsubscribe New Email Message This acts as a mailto and opens a reply email to an address and subject line of your choosing. Navigate to the landing page you want to choose and then click choose.
Then click on the folder option and select the file you wish to link to. Then click save when you are finished editing. You will now have several system action options. Option Name Option Description Subscribe to All Globally Subscribes the contact Unsubscribe from All Unsubscribes the contact from Eloqua Send to subscription page Send the contact to your signup form Send to Subscription List Subscribes contacts to an shared list View online version When clicked opens the email in the users favorite browser Add to Email Group Adds contacts to an email group Remove from Email Group Removes a contact from an email group Choose the option you require and then save the content section.
Finally save the section off when you are done editing. Navigate to the folder you wish to upload your image into by double clicking into it. Click upload. Your newly updated image will be displayed. When you have finished your email click on the settings chevrons. Click on Settings. You will now see your sender options, update these accordingly.
There are several options and functions, below is a table that describes what they. Name Description Name This is the email name, use your Eloqua naming convention to give your email a name Email Group Add your email to the relevant email group, i.
Email Footer This is the email footer. The footer is built in to the email template Subject This is the subject line of the email, the shorter and snappier the better.
Preview Text This is the preview text that will be seen on mobile device email clients under the subject line. From Name This is name of who you want it to look like sent the email. From Address This is email address of who you want it to look sent the email. Send Plain-Text Only This option would send a plain text version of the email only. Reply-to Name This is the name of the person you want to reply to if the user clicks reply directly to your email Reply-to Address This is email address person or mailbox that you want direct replies to be sent to.
Click on Plain Text. Finally click Save. Firstly, click on the action button double chevrons and click Preview. From here use the buttons at the top to cycle between previewing as desktop, tablet or mobile. To exit this screen and return to your email, click cancel. In the Test Content screen: Enter the email you wish to send to in the To: field, Select Test: Email Checker is the default, as this is what the majority of people will see.
Lastly, click Perform Test and view the results. In this instance we are going to pass the interest area across. The reason for this is so you can easily segment your database later on when trying to find contacts that have shown an interest.
Now select the target field on the custom object: Interest: Media Now you are sending data back to that custom object. It may be appropriate to have form notifications sent to someone, a form notification is an email that contains all the information that was on the form.
Click on the plus button and select send notification email. Enter the email address you want your form submissions to go to Now every time the form is submitted, the email address you have just added will get sent a notification email on every submission. You may need to send an email as a confirmation when your form is submitted. In this scenario we have a form that is used for someone registering for a dunnhumby event. We will want to send the registrant a confirmation email automatically.
Click on Send Submitter an email. Either type in the email name or click on the folder icon to find the email you wish to automatically send. You now have Re-Sending options. Start by creating a shared list and then click the plus button and select Add to Shared List. Start to type the name of your shared list or find it using the folder button. To add contacts to a campaign, click on the plus button and then click on Add to Campaign. Click on Choose Campaign Now select the campaign you want to send contacts to Then select the step in the campaign and click choose 3.
There are two programs which you must always add to each form you create. These programs are:. Finally, you need to send your form users to a thank you page. Click the plus button and then select Redirect to Webpage.
Now select the landing page that you wish to send the contact to by searching for it using the search bar or the folder button. Follow the steps you have learned to build a new form and set email address as the first contact field as the first form field. Next click Progressive Profile Close down the contact fields window and double click on the blue progressive profiling area, it will show you a new set of commands on the right.
You have three options: Randomize — This will randomize the fields that display otherwise they will display in the sequence that you have set them in the form. Display empty fields — This will only display fields where the contact database has no value. Fields to display — This is the number of fields to be displayed instead of all the fields Change the options to the desired outcome.
Then carry out the exact same steps you have learned to set up the rest of the form. Save your form So there you have it. As usual questions and comments below! Eloqua Training 2. I quite often get asked during implementations for functionality over and above clickthroughs on emails or request that button on their website do things that they wish to use form processing functionality for. Well, the geniuses at Oracle came up with blind form Creating Eloqua Landing Pages using the template editor 1 Introduction Landing pages are often the first significant part of a campaign that a contact will see.
A contact may be directed to your landing page from a link in an email that was sent as part of a campaign Introduction to sample case to create your Eloqua multi-step campaign Sometimes you are going to need to create a multistep campaign. The Eloqua campaign automation engine is arguably the most powerful one in existence.
In this scenario you are going to be creating To read the full instructions provided by Oracle for all reports and functionality visit I think the classic forms soon will be not in use.
Hi Dimka, the screenshots were from the old editor. I have another guide I am going to create for the new editor. The principles are still the same. Good spot though with your eagle eyes! Your email address will not be published. Notify me by email when the comment gets approved. Creating forms 1 Introduction Forms are an integral part of landing pages , they are the method employed through which users can transmit their data back to Eloqua and ultimately become leads for your sales team to follow up.
Click on Create new form. Click on blank form and then choose. You will now see the form fields view. There are four options for fields on the left-hand side of the module. Start typing in the field that you require in the search box, in this case we will look for First Name.
Now double click on First Name. You will see that the form field has now been added to the form canvas. Repeat the same steps for adding Last Name and Email Address.
You will now have a form that looks like this:. Using this method you can add any fields you want to a form that are held in the Eloqua database. There is also a cross to the right. This will delete the form field. Move Email address to the top of the form fields Now we are going to create a custom field for comments. Country or Job Role Multi Picklist This is a drop-down field with standardized values, however a user may select more than one option.
Radio Buttons This is where you have a two option field and only one option is possible. Checkboxes These are tick boxes. Hidden Field This is simply a hidden field. Section Title This is used to create a section heading.
Change each of the form label and HTML name to the correct utm parameter. Create two more hidden fields called Description and Campaign. Repeat the same steps with Campaign Name Lastly you need to set the area of interest that this form concerns.
For our example we will use three defined areas of interest: Media Retail Insight Click on Custom Fields and create a new hidden field. Now click on Pre-Population. You may change the display settings Field Label — The name that is shown next to or above the field.
Field Instructions — Optional instructions that help the user fill in the field. This is shown as small text below the field. Label Position — The position of the text label relative to the form field it is labelling.
You can position the label to the left of the field, or above the field. Data Type — Determines what can be entered in the field, and how it is formatted. A Text field can contain up to characters, whereas a Large Text field can contain up to The HTML name field can contain up to 50 characters. The availability of the following options depends on Data Type selected in the Field Settings tab:. You will see some different options: None: The field is not pre-populated.
Use a static value: Enter the value that is used by default for each submitter. Submitters may change this value. If you click on Use a static value you will get a field displayed that you can populate the static value on.
You may also use a field merge, this would populate a field whatever data we hold in the database in that field. Set to default — This is the default setting that was preconfigured, in most cases this is set to always update Always update — This will overwrite the value you have in the Eloqua database with whatever has been submitted in the form Update if blank — This will update the Eloqua database if the form field value is blank Update if new value not blank — This will update the value in the Eloqua database provided it is not blank Update if valid email address — The contact field will only be updated if the form field value is a valid email address.
Move down the list of source fields these are the fields on the form and double click e. Now select the target field on the custom object: Interest: Media. Now you are sending data back to that custom object. Enter the email address you want your form submissions to go to. Now every time the form is submitted, the email address you have just added will get sent a notification email on every submission.
Click on Choose Campaign. Now select the campaign you want to send contacts to. Then select the step in the campaign and click choose. To add contacts to both programs you must click the plus button, then click Add to Program. Then select the listener and click choose. Next click Progressive Profile. Close down the contact fields window and double click on the blue progressive profiling area, it will show you a new set of commands on the right.
Save your form. So there you have it. Andy on November 18, at am. Wow, — great guide! Useful for new users and experienced ones alike. Gr3g5ta on November 19, at pm. Thanks Andy, I look forward to a catch up sometime soon! Regards, Dimka Reply. Farrell on September 2, at am. Thank you. Gr3g5ta on September 18, at am. Hi Farrell, That is correct.
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