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It's September 30th...are you watching "The Dial"?

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It's our quarter end, and as I find myself hitting refresh for the 400th time today I was wondering if I am the only freak that's essentially not interacting with humans or having real conversations so I can watch the orders come in. What's your way of handling this time of the year?


How to create a campaign based on a template using the REST API

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Hi CodeIt-ers,

I'm using the REST API to create campaigns in Eloqua 10, all works well except for 1 thing: I can't seem to create a campaign based on an existing Campaign template.

Based on the documentation on REST API - Accessing Campaigns I've tried using "sourceTemplateId" (code snippet below) but that did not do the trick.

Does that functionality simply not work or am I missing something?

Thanks!

Ferry

 

$campaign_data = new Campaign(); 

$campaign_data->sourceTemplateId='442';

$campaign_data->folderId='1137';

$campaign_data->currentStatus='draft';

Create a new entity using Eloqua API PHP Client

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Dear Community Members,

 

I am facing a problem while creating a new Entity; I am using Eloqua/eloqua.client.soap1.2.php · GitHub API created by Syed Naqvi (thanks to him) and upon uploading the API script on my website and setting up login credentials correctly it looks like this:

Eloqua Sample PHP Client1.png

Now when I click on the 'Create Entity' (as highlighted in the screenshot) the page looks like this:

Eloqua Sample PHP Client2.png

When I insert email address and click on 'Create' button, the entity is being created but I am not able to find a way to populate other fields of the entity (FirstName, LastName, Phone number, etc)

I guess the additional properties needs to be filled with some query for the same but I am finding it hard to find what query needs to be inserted there

I tried inserting this in the additional propertied field :

$dynamicEntityFields->setDynamicEntityField('C_FirstName','TestName');

but it gives an error:

Parse error: syntax error, unexpected T_ENCAPSED_AND_WHITESPACE, expecting T_STRING in /home/domains/ffdev/public_html/eloqua/sampleClients/CreateEntityClient.php(53) : eval()'d code on line 1

 

Your help is highly appreciated!

What is your reason for visiting Code It today?

Digital Demand Capture for Eloqua

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Leads With Soul

 

Digital Demand Capture™ is a pay-for-performance service that finds the buyers you want to sell to and tells you what you need to know to close them. Every one of the leads we provide includes fully qualified, sales-ready opportunities that immediately become part of your pipeline. You get to evaluate each one and accept and pay for those you value and decline the rest.

 

Opportunity Example.gif

 

Just Tell Us Who You Want To Sell To

 

Lots of prospective buyers are coming to your website. But most of them leave without telling you who they are, what they are shopping for, and what you need to do to close them. Those that do submit a form or can be tied to email marketing automation don't provide any real context to the opportunity that exists (or doesn't exist). These leads are increasingly ignored by sales teams because of poor close rates. But you already know that.

 

Digital Demand Capture validates your marketing expenditures, amplifies the returns, and keeps your sales team selling instead of qualifying. With the addition of a single line of code (just like Google Analytics), Digital Demand Capture intelligently finds the buyers on your site and ingeniously funnels them into chat conversations with human expertise. These experts are skilled in uncovering the opportunities that exist with these buyers while simultaneously accommodating the buyer's needs and increasing persuasive momentum with them.

 

 


Learn More:

  • See below for the Why Digital Demand Capture? PDF

 

Get App Link.png

 

Requirements:

  • Although Oracle does not charge for access to this app, additional fees and/or a subscription are required by the provider.
  • Please contact Lead Anywhere at http://www.digitaldemandcapture.com/eloqua for more details.

 

Company Overview

Lead Anywhere provides marketing and sales teams with solutions that find and deliver high-quality leads and opportunities into the hands of the people that will close them--anywhere they happen to be. Our technologies and methodologies are designed around today's digital shoppers and their use of the web and mobile in their buying process.

Email Upload Template feature (new) - help!

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Hello!

 

One of the features I loved about the Summer 14 release is that we could upload html emails and used them as templates.... Until I tried it out...

At this point, I either don't understand what's included or it has errors and I'm not being able to actually do what I want to do.

 

Can't seem to find any thorough documentation on how is actually supposed to work so this is merely based in interpretation at this time

 

This is what the screen says:

Upload template.

Import an HTML asset created externally to be used as template. Define editable sections using our online tools and tagging syntax. Enabled protected mode when creating emails based on the template.

 

I uploaded a sample html, and once in the editor, tried to define those sections. Nothing happened. There's no way to mark text editable sections or change anything... just move from standard to protected mode.

 

Am I missing something or that feature requires something special (like weird permissions?) or I'm not doing it correctly?

 

Did anyone try this so far? Any help is appreciated!

 

Thanks!

Overview of Eloqua 10 Email Headers and Footers

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Email Headers

 

Email Headers are used to customize the look and feel of the top of your Email.  Examples of how the Headers can be used in your Emails could be branding purposes (your company's logo), to provide links to other (external) resources, or to display the link for a contact to view the Email in a browser.  While Email Headers are automatically added to your Email after selecting the Email Group to which it belongs and saving the Email, you can select a different Header on a per-Email basis from the Email Header Chooser. More detailed information and how to create and manage Email Headers is provided in the Email Headers document.

 

Note:Email Headers should be designed to comply with CAN-SPAM standards.

 

Typical content in the Email Header may include one or more of the following:

  • A link for viewing the email in a web browser window:

    E10_Documentation_View_Online_Link.gif

  • A link to a Form that the recipient can use to forward the Email to a friend or other person.
  • Your company's brand graphics (logo), and any other standard formatting that must be included, for example for regulatory or other legal requirements.
  • You can use Field Merges to customize the Header based on pre-defined criteria.  When the Email is rendered, the contact will see only information relevant to information contained in their contact record. Inserting these links in the contact's localized language based on Dynamic Content can greatly increase your open and clickthrough rates..

    51600-2.gif

    For detailed information, see Email Headers.

 

Email Footers

 

Email Footers are most frequently used to provide links to company information, such as the address of your company's headquarters, phone numbers, contact Email address, main URL, and perhaps your Privacy Policy.  Footers are created as reusable content in the Component Library.  While Email Footers are automatically added to your Email after selecting the Email Group to which it belongs and saving the Email, you can select a different Footer on a per-Email basis from the Email Footer Chooser. You can find information on how to create and manage Email Footers in the Eloqua 10 Footers document.

 

Note:Email Footers should be designed to comply with CAN-SPAM standards.

 

Typical content in the Email Footer may include one or more of the following:

 

  • A link that allows the recipient to access management functions for their subscriptions to your company's Emails.
  • A link to your company's Privacy information, which may be contained in a page on your website.
  • Additional information (for example, copyrights, trademarks, disclaimers, or the company name and address).
  • A Contact link so that recipients can ask questions or provide feedback.

    51700-1.gif

You can also insert these links in a localized language, or insert an image, then hyperlink it to an external page.

For detailed information, see Email Footers.

 

Email Header Examples

 

The most common uses are to put in links allowing the recipient to view the email using a web browser window. However, you can put almost anything in a header that you can put into the body of the email, including text, images, links, and hyperlinked buttons.

Here are a few examples of what how Email Headers can be used.

  • Example 1: Standard Use

    The standard or most-common case is to put links into the header that allow the recipient to view a properly-formatted email in a web browser window (for example, if they don't want to turn on the images in their email client).

    You can use the terminology that most suits your purpose, but make sure that you maintain some consistency between your emails.

    Here is an example of how it might look in your Email Header:

    Online_Version_Header.gif

  • Example 2: Adding More Information

    You can add more information to the Email Header as well, although you should generally keep the header as simple and uncluttered as possible.

    Here's an example of some information about the recipient's records with the company that includes a field merge to draw information from their contact record.

    51604-3.gif

 

Email Footer Examples

 

As with Email Headers, Email Footers can contain text, images, and hyperlinks in almost any combination. However, there are some items that are conventional for inclusion in Email Footers, and most of your footers will probably contain one or more items.

Here are a few examples of what how Email Footers can be used.

  • Example 1: Mandatory Link to Subscription Management

    You can include a link to allow email recipients to opt out of a particular campaign, to opt out of receiving any emails from you, or to manage their subscriptions. This feature is required for CAN-SPAM compliance (there must be an opt-out option in any commercial email) and is a vital to avoid having your emails tagged as spam.

    For example, if you include a link to provide access to subscription management, clicking the link opens a page where the recipient can change their subscription options or cancel all their subscriptions. The page provides dynamic feedback to the subscriber on any changes they make.

    51704-1.gif

  • Example 2: Best Practice: Link to Privacy Policy

    It's a best practice to formulate a privacy policy that states the measure you will take to protect contact and visitor information, to post this policy on a page on your website, and to link to this page from your Email Footer. This practice helps to assure email recipients that you will protect the information they submit or that is generated by their visit to your website, and reduces the possibility that they'll report your email as spam.

    51704-1.gif

    For an example of a privacy policy page, you can view Eloqua's page, which is posted on our website:

    http://www.eloqua.com/about/privacy/

  • Example 3: Company Information and Logo

    In accordance with CAN-SPAM legislation, you email must include your valid physical postal address. You can also include contact details such as the main telephone number or contact email address in the footer. This reduces the incidence of spam complaints and supports confidence in the recipient that the email is not spam, and that it's from a legitimate and accountable source.

    51704-3.gif

  • Example 4: Disclaimers and Copyright/Trademark Notices

    In some industries and for some types of offerings (for example, financial or investment services, or for contest- or product-related emails), the footer can be used to include standard disclaimers and other information that is required by regulations for that industry or contest.

    51704-4.gif

    In addition, copyright information can be included to cover the content of the email, and trademark information may be included if, for example, trademarked names are used in the body of the email.

    51704-5.gif

  • Example 5: Combination of Elements

    In most cases, you may be using a few different footers, each applicable to specific purposes or even to particular emails. Each will contain a combination of elements, including the mandatory and optional elements listed above and possibly some other elements as well.
    Here are two examples:

    51704-6.gif

    51704-7.gif

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Uploading secure https images to Eloqua

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Hi,

 

I've created an Eloqua landing page, and it is an https page. The image that appears on the landing page (uploaded through Eloqua, via the upload drag and drop tool when creating the landing page) is not getting displayed on some browsers though, as it's a http image. Here's the error message in the browser console:

 

The page at 'https://#######' was loaded over HTTPS, but displayed insecure content from 'http://images.emails.ipcmedia.co.uk/EloquaImages/##############.jpeg': this content should also be loaded over HTTPS.


Is there a way to upload secure https images to Eloqua?

 

Thanks,

 

Chris


What feature are you most excited about in the Summer ’14 Release?

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Eloqua’s Summer Release is upon us and I’m curious to know your favorite new or enhanced feature. (Bonus points if you share how you plan to use it!). Myself… I’m most excited about Reviews and Approvals. Since I work with several teams, this has been on my wishlist for a LONG time!


(A bit behind on the Summer Release? You can find specific details on all these features and the roll-out schedule in this post in the Eloqua Insiders group. Note: this is a private group for Customers only, you will need to request to join.)

Progress Pro - Javascript for Advanced Progressive Profiling in Eloqua 10

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Update May 5 2014: fixed critical bug in prepop which caused the callback function to fail when the visitor has no cookie.


Update July 31, 2013: Critical update with two crucial bug fixes: fixed the script comments to give correct instructions for the theseFields array, and added a parameter visitorEmailField because apparently different instances of eloqua use different field names for the visitor data lookup email address. I also added a line to the instructions that shows how to set it up so that if the visitor is new (has no Eloqua cookie) and they fill in their email address, the whole script runs again, populates the form according to the new email address, and runs progressive profiling accordingly.


To find out what your visitorEmailField should be set to, you'll have to look at the data lookup scripts for the cookie data lookup and see what the field names are. It should be something like V_Email_Address or V_ElqEmailAddress.


Update July 25, 2013: I have posted a new version which fixes several critical bugs in the previous version. Please get the latest version below if you're still using any of the older versions.


Update July 19, 2013: this script has been updated to use the new Eloqua tracking scripts. I have added support for radio buttons and for using any field (not just the first field) for the email address. Also note that skip rules are now indexed by field name, not by number.

 

First post.

 

I'd like to share with you a script I call Progress Pro - a script that uses jquery and data lookups to implement advanced progressive profiling for Eloqua 10.

 

You can download the script here: http://www.kpaonline.com/assets/js/progressPro.zip

 

Progressive profiling is a technique whereby visitors are asked different questions each time they fill out a form.  The idea is to start by asking a few simple questions, for example email address and name, and gradually learn more about the visitor as they perform subsequent registrations. This reduces the barrier to entry into your marketing campaign, while still allowing you to collect detailed information on your most interested prospects.

 

The Problem

 

Eloqua 10 has a cloud component for progressive profiling. If you want to implement progressive profiling on an Eloqua-hosted landing page, I suggest you start with that. See this post: http://topliners.eloqua.com/community/do_it/blog/2013/02/05/how-to-do-progressive-profiling-in-e10-using-the-cloud-component

 

However, this solution only works for forms hosted on Eloqua landing pages. It also has some limitations, although it is generally pretty good. But if you want to do progressive profiling on your own forms, you will need to implement some sort of custom solution.

 

The desired solution would work for visitors from any channel, use only one form, and enable advanced dynamic skip rules while still allowing easy implementation for simple use cases. It would dynamically pre-populate the form based on browser cookie or email address and ask questions conditionally according to the prospect's previous answers. Incidentally, it would also be useful to track the incoming channel and store it in a contact field. Progress Pro implements such a solution.

 

Methodology

 

Eloqua has an amazingly awesome feature called Data Lookups. I won't go into the details, as the feature is well documented. This feature allows you to access data from your Eloqua database using javascript. Once you have data on the visitor, you can use javascript to manipulate the form accordingly. The methodology is:

 

  •     Create a long form, beginning with email address, containing all of the questions you want to ask in the entire profiling process. Set the email address field to prefill, but don't make any of the fields required.
  •     Create two data lookups: one for looking up the email address by tracking cookie, and one for looking up the rest of your data by email address. These lookups are performed by Progress Pro using jquery.getScript to load a script with appropriate parameters from Eloqua.
  •     If the visitor comes in from an email, their email address will be prefilled. Progress Pro uses this to perform the lookup by email address and prefill the form with data accordingly.
  •     If the vistor comes from another channel and has an Eloqua tracking cookie, Progress Pro performs a data lookup by cookie to get the email address, then performs another lookup by email address to get the rest of the data and prefill the form.
  •     If neither of these is the case, the visitor will begin by filling in the email address field. Progress Pro attaches a jquery.change handler to the email field, and performs the lookup by email address once it has been filled in. If the visitor is not in the database, the rest of the form obviously stays empty.
  •     Progress Pro then hides some of the questions on the form according to parameters you specify. In the basic setup, you simply specify a number of fields at the top of the form that should always be shown, and the number of unanswered questions you want to ask. Each time the visitor returns, they will be asked a new set of unanswered questions until they have completed the entire form.
  •     For more advanced use cases, you can specify an array of conditional skip rules; e.g. if the prospect indicates interest in a particular product in the answer to one of the questions, skip all questions having to do with other products. These rules are implemented dynamically - as soon as the prospect selects an answer to the question on which the rule depends, the form immediately alters accordingly.
  •     Progress Pro uses jquery.validate to validate the form. This is necessary because only visible fields can be required, or the form will always fail validation. You specify an initial set of validation rules, which are modified dynamically according to which fields are shown.
  •     To track the incoming channel, you can use an optional URL parameter called "ch" - your form needs to contain an hidden field called "Channel History" which will be populated with whatever channel you specify in the URL.

 

Usage

 

To use this script, first upload it to your website (or wherever else you want to host it - please don't hotlink our copy of the script, if you do I will find out and ask you very politely to stop ). Then, in the <head> section of your landing page, add javascript code similar to the following:

 

//---------begin code-------------

<script type="text/javascript" src="https://ajax.googleapis.com/ajax/libs/jquery/1.6.0/jquery.min.js"></script>

<script type="text/javascript" src="http://ajax.aspnetcdn.com/ajax/jquery.validate/1.8/jquery.validate.min.js"></script>

<script type="text/javascript" src="http://ajax.aspnetcdn.com/ajax/jquery.validate/1.8/additional-methods.js"></script>

<script type="text/javascript" src="http://www.mydomain.com/assets/js/progressPro.js"></script>

//-----------end code--------------

 

This is to load the necessary script files. Obviously replace "mydomain" with your domain, and replace "assets/js" with the path to your copy of Progress Pro.

 

You should also make sure you have installed the Eloqua visitor tracking code, which you can find in Eloqua under Setup->Website->Tracking.

 

Then you set up a document.ready function to call the function prePop and prepopulate the form. You will need to specify which field to use for the email address. As a callback from the prePop function, optionally call addChannel() to record the incoming channel in the Channel History field, and call the function progressiveProfile to hide fields as appropriate. Be sure to call the latter two functions as callbacks from prePop or they will not work.

 

In the most basic usage, just specify the number of unanswered questions to ask and the number of fixed questions to always show at the top. For this example we will set both to 3. A more advanced call using conditional skip rules is shown in the comments of the script itself. For basic usage, just specify the skip rules as an empty array.

 

You will need to provide the data lookup keys for your data lookup by cookie and by email. These will be generated by Eloqua when you set up the data lookups. You will also need to provide an array of form fields (indexed starting at 0) with the names of the database fields corresponding to each question. These names can be found in the fields setup in Eloqua. Also provide a set of jquery.validate validation rules (see http://docs.jquery.com/Plugins/validation). In this example, all fields are required.

 

//------------begin code--------------------------

<script type="text/javascript">

$(document).ready(function() {

    var elqDLKey_Cookie = escape('9b4bd4bf329e4f5c886a84464823313d');

    var elqDLKey_Email = escape('beecda0cb5e04cfa93fe68127cb5cdb0');

    var theseFields = [C_EmailAddress', 'C_FirstName', 'C_LastName', 'C_How_did_you_hear_about_us_1',

                    'C_BusPhone', 'C_Title', 'C_Company', 'C_State_Prov', 'C_Product_Family1',

                    'C_Number_of_Employees1', 'C_HR_When1',  'C_EHS_when1',  'C_Channel_History11'];

    var openQuestions = 3;

    var fixedQuestions = 3;

    var emailField = 'C_EmailAddress';

    var visitorEmailField = 'V_ElqEmailAddress';

    var thisForm = $('form').attr('id');

    var myValidationRules = { rules: {firstName: {required: true}, lastName: {required: true},

                howDidYouHearAboutUs: {required: true}, title: {required: true}, company: {required: true},

                stateOrProvince: {required: true}, productFamily: {required: true},

                numberOfEmployees: {required: true}, hRWhen: {required: true}, eHSWhen: {required: true},

                businessPhone: { required: true, phoneUS: true }, emailAddress: { required: true, email: true } } };

    var mySkipRules = {};

    prePop(theseFields, elqDLKey_Cookie, elqDLKey_Email, emailField, visitorEmailField function(){

        addChannel();

        progressiveProfile(openQuestions, fixedQuestions, thisForm, theseFields, elqDLKey_Cookie,

                                    elqDLKey_Email, emailField, myValidationRules, mySkipRules);

    });

$('[name="'+emailField+'"]').change(function() {

    prePop(theseFields, elqDLKey_Cookie, elqDLKey_Email, emailField, visitorEmailField, function(){

        addChannel();

         progressiveProfile(openQuestions, fixedQuestions, thisForm, theseFields, elqDLKey_Cookie,

                elqDLKey_Email, emailField, myValidationRules, mySkipRules);

     });

  });

});

</script>

//--------------end code-------------

 

For advanced usage, the skip rules are specified as an array. You set which field (by name) is to be hidden or shown, the field value the rule depends on, an operator, and a condition to match the "depends" field against. In other words, the rule states something like "hide this field if this other field contains 'California'" or perhaps "show this field if this other field equals 'yes'". You can specify multiple skip rules for each field. As a simple example, suppose we want to hide field 'C_HR_When1' if field 'C_Product_Family1' has the value "yes." The skip rule for this looks like:

 

//---------begin code-----------

var mySkipRules = {'C_HR_When1': {1: {action: 'hide', depends: 'C_Product_Family1', operator: 'eq', condition: 'yes'}}};

/----------end code ---------------

The possible actions are "hide" and "show" where show takes priority over hide if the rules contradict. The possible operators are "eq" for equals, "neq" for not equal to, "contains" and "always" - always means the action will always be taken regardless of the values of other fields.

 

A more advanced example is given in the script comments.

 

Et voila! We have progressive profiling that works for all visitors, uses a single form, and supports both simple cases and more advanced conditional rules.

 

I hope you find this useful. If you have any questions, comments or problems with this, please don't hesitate to contact me: esnyder@kpaonline.com.

 

[EDITOR'S NOTE: As this is custom code, the Eloqua support team will not be able to provide support or help you troubleshoot this code if you implement it. We recommend that you take Eli up on his offer and add a comment to this message and/or email him directly if you run into questions.]

Just starting - have a template question

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Hi all,

Our Marketing unit has  just purchased Eloqua at our university and we have not done any training. We have been asked to create landing pages for a couple of academic programs and I'd like to repurpose whatever we create as assets in the Eloqua landing page editor.  Can anyone help me with dimensions you use for images? I know this is a very general question but we are shooting in the dark here! Thanks for any advice or samples you can help us with.

Ronna Johnston

University of Northern Colorado 

Edit Email Group

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Hello,

 

I noticed that once I select an email group for an email that I am unable to edit that group? Can anyone tell me how I can edit Email Groups?

 

 

This is what I mean:

Once I saved the Email Group it becomes gray and I cannot click on it any longer. I also cannot do it in the settings. Please Help!!

Adrian Chang, Senior Principal Consultant, Oracle Marketing Cloud

CRM Integration: When does the Campaign store the Campaign ID in the latest campaign field for the contact record?

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Hello fellow Eloquans,

 

I have a newbie question, and I'd like to have an answer quick since I have an active campaign that may require urgent stopping to be fixed

 

Let's give a bit of background first:

- Our Eloqua implementation is synched with CRM (SalesForce). My campaign has a SFDC Campaign ID.

- My campaign has several waiting steps and I have contacts all over those steps, the final one (no one got there yet) will send the contacts to a "Create Lead" call, basically a "send to program" action, pushing them into System 2.0 - CRM Update (Point of Interest).

- The System 2.0 - CRM Update (Point of Interest) program is the out of the box, and among other steps, it checks if the contact record has a Campaign ID, and if so, it will create a Campaign Member in the SFDC Activity. It also creates a lead, but the Campaign ID is critical to establish that relationship with the SFDC Campaign.

 

Now back to my campaign... I checked some of the contacts that are waiting in the different steps and I don't see in any of them the Campaign ID stored...

 

There's something I'm doing wrong in the campaign design, then? How will Eloqua store that Campaign ID in the contact and when does that happen?

 

I have other forms/landing pages where I manually forced (harcoded) the Campaign ID to be stored in the Contact, and then pushed to the "create lead" program, but in this case, I was expecting the campaign to do it.

 

Anyone can give me some tips on how/when that Campaign ID will be included, if it's a critical step I missed in my campaign?

 

Thank you all!

Creating Campaigns

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This document contains:

Creating a Simple Campaign

Testing the new campaign

Activating the new campaign

Deactivating the new campaign

 

See also:

Campaign Canvas Elements

Managing and Deleting Campaigns

 

Marketing Campaigns are comprised of Campaign elements (such as Segments, Emails, Landing Pages, etc.).  These elements are added to the Campaign Canvas via a simple drag-and-drop or double-click operation, greatly decreasing the time required to assemble and configure a marketing campaign.

 

Watch this short video on how to create a simple campaign in Eloqua 10:

 

 

For a list of all the Canvas elements and the procedures for selecting and configuring each, see the list at the end of this topic.

 

Creating a Simple Campaign

The following example gives you an idea of how to use the Campaign Canvas elements.

 

To create a multi-step marketing campaign:

 

    1. Click Campaigns on the navigation toolbar at the top of the screen.
    2. Click Create a Campaign in the Campaign Launchpad.
    3. Select a category of campaign templates from the left-hand pane, then choose a template on the right. If you click on a Blank Campaign template, then you can build the campaign from scratch. To select the template and begin the Campaign creation process, left-click (this enables the Choose button) and click Choose, or double-click on the templat
    4. The template opens in the Campaign Canvas. In the following example, you can see how to create a campaign that includes segment members (the list of recipients for the Email) and an Email to be sent.

Campaign_Template_Chooser.gif

Campaign_Example.png

      1. Click Main menu.gif> Settings. Enter the campaign Name and (optionally) fill in the Description. Under Campaign Reporting Runs From, click on the calendar button in each field to set the start date and end date for campaign reporting. These dates must be within the time span of when the campaign runs, but do not have to be the same as the start and end dates of the campaign. They are the dates between which data will be captured for reporting purposes; your campaign can continue past the end date.

Campaign_Settings.gif

 

      1. On the Custom Fields tab, you can select any fields that are associated specifically with this campaign. Custom Fields are used for more specific reporting functionality.
      2. Click Update
      3. If you are adding elements to an existing campaign, or building a new campaign on a blank Canvas, you can drag-and-drop elements onto the Campaign Canvas or double-click them in the left-hand pane to add them to the Canvas. In this example, the first two elements (Segment Members and Email) were in the template and are already on the Campaign Canvas. We'll now add the third Landing Page:
      4. Segment Members—The specifically targeted list of contacts to whom an email will be sent (a "filter" of contacts based on specific criteria).
      5. Email—The email that is sent to contacts.

Landing Page—A page that recipients can access through a click-through link in the email.

From the left-hand pane, drag the Landing Page element onto the Canvas next to the Email that contains the click-through link to the page.

Simple_Campaign_Landing_Page.png

 

Now that you have all the elements on the Canvas, you can configure them. Double-click on the Segment Members element to choose the specific list from the Chooser.

Tip: If you know the name of the segment, you can start typing it into the field to narrow the search.

Select_Segment_Members.png

 

Or you can click on the folder button to choose or search (type the search term in the field at the top of the window) for a list in a folder. In the Content Segment Chooser window, you can choose one of the options in the left-hand pane to view the corresponding Segments in the right-hand pane. In this case, we'll select an existing list from Places > All.We'll choose a list with a single recipient for our email, then click Choose to select the List.

Contact_Segment_Chooser.gif

Or click New in the segment configuration window to create a new segment.

New_Segment.png

Enter the segment Name and click Create.

Now select how segment members will be added. You can add them only once, or you can add them continuously as they are added to the segment (for example, by a contact filter) until the campaign is disabled. Click outside the configuration panel to close it. Note that the dialog box closes and the element on the Canvas shows the selected Segment name and also changes color to indicate that a List has been selected.

Segment_Members_Change_Color.png

 

        1. Next, double-click the Email element to configure it. This must be an Email that includes a click-through link to the Landing Page you are going to include in the campaign. Select the specific Email you will send, or click New to create a new email.

          Select_Email.png

          In the dialog box that appears, you have the ability to further customize the email using the following three tabs:

           

          • A Signature—Use either a dynamic signature rule (the signature changes depending on the agent sending it) or a signature for a specific user (an agent in the Eloqua® system).
          • 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, e.g. a time when your email servers may not be as busy as during normal working hours. The time you specify is based on the Time Zone you select as the local time zone on the server, and additionally you can specify on which days these emails can be sent. No emails can be sent on days for which you have not enabled.

            When you are finished, click outside the Email element to close the configuration dialog box.

        2. Finally, add a Landing Page element (by dragging-and-dropping or double-clicking) onto the Canvas and place it to the right of the Email. You can configure the Landing Page you wish to use using one of the following four methods:

          • Right-click on the Landing Page element and select Configure.
          • Double-click on the Landing Page element and search for the Page you wish to use by entering the name.
          • Click the drop-down arrow and scroll down the list until you find the correct Landing Page.
          • Click on the folder icon and browse to the desired page.

            If the Landing Page you wish to use has not yet been created, clicking Pencil_Edit_Button.png directly launches the New Landing Page editor. Clicking New launches the New Landing Page creation wizard. Either option will allow you to add a New Landing Page to your Email Campaign.
            The Landing Page URL will automatically be updated with the Landing Page and Campaign IDs.

        3. If you were creating a new campaign from scratch, you would connect the Segment and Email elements at this point (click and drag your cursor from the bottom connector on the Segment element to the top connector on the Email element to connect them). In this case, these were already connected when you imported the template, and the Landing Page element does not require a connection.

        4. Click Save to save the campaign.

 

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To test the new campaign:

 

            1. With the campaign open in editing mode, select Main menu.gif> Test.
            2. If there are any issues with testing, then the Errors indicator is displayed at the top of the page.

              Campaign_Draft_Error_Indicator.gif

               

              Click on the Errors indicator to show you what the errors are. In order to resolve these issues and be able to successfully activate your campaign, you must go back to the Campaign Canvas and fix the issues that are indicated in the Campaign Validator. If, however, one of the errors is related to an item that is linked to from the current campaign, an Edit This Campaign button will be shown that will take you directly to the other location to resolve the problem.

              Campaign_Validator.gif

              For example, in the case shown above, the Form entitled "Stafford - Test 1" is missing both the Email Address field mapping and a URL for the Redirect to Web Page step. Click Edit this Form to be brought to the corresponding area of the Eloqua application, in this case to update these two settings in the form. A new window opens with the Form Editor.

              Repeat the process for any additional errors, then click Save.

              To verify that you have successfully fixed the reported errors, click Save on the Campaign Canvas. The Draft button should no longer have an error indicator. You will not be able to activate the campaign until all errors are fixed.

 

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To activate the campaign:

 

            1. With the campaign open in editing mode, click Activate_Button.png. The Activate Campaign dialog box opens:

              07-Jun-13 14-01-03.png

            2. In the Start Campaign section, choose one of the following options:
              • Now—The campaign is activated immediately.
              • Later—Set up a schedule for campaign execution. Click the calendar icon to choose a date for the campaign to begin.  Enter the hour and minutes, along with AM or PM, and set the appropriate time zone for your Campaign to begin.
            3. Next, set the end date for your Campaign.  The Campaign will cease execution as of midnight on the date you select in this field, however, reporting will continue until one year following the end of your Campaign.  Click Activate, then click OK in the confirmation window. If you selected Later in step 2 above, the DRAFT button in the upper left-corner of the Campaign window will change to scheduled_button.gif to indicate a future activation date.

            4. Click Save to save your scheduled campaign. The campaign will be executed according to the scheduling you have set.

 

To unschedule the campaign:

            1. To cancel the scheduled activation, click the unschedule_button.gif  button in the upper-right corner of the page.

            2. Click Unschedule when prompted. The campaign schedule is cancelled.

 

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Action service Notification never being sent?

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So I have created an eloqua appcloud app with an Action service.

I filled in all the fields, and set the service to notify instead of polling.  (I am following the bulk 2.0 api documentation.)

 

I am now trying to test it to make sure I got it right.

I created the simplest of campaigns: A segment with 2 members go to my cloud action, followed by going to an email.


Right now, after activating, I can see the 2 members sitting in the app cloud action step.  They have been there for hours and hours.

 

I have checked my logs on my system, as well as the logs within eloqua, and both of them show that the last communication was the 'create' call (for when I put the service onto the campaign grid).

(Not sure if i need to mention it or not, but my create portal did return a valid recordDefinition json.)

 

Isn't eloqua supposed to send me a POST request by now?

What the heck is it waiting for, or what have I done wrong?

 

 

Bonus question:

I realize that after I get the notification I can respond with a 204 status to let eloqua know that I will use the bulk api's async calls to import/export data.

But what other statuses can I use if I don't want to or don't need to use the async api calls?

Can I just return a 200 status if I am done and want eloqua to proceed to the next campaign step?

Can I return some status to make eloqua wait for me to do some processing on my side, followed by some status to let eloqua proceed?

 

thanks,

Chris

Email Opens vs. Clickthroughs. Can someone please explain?

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I know this is a basic question, but it has me stumped...

 

I produce a newsletter which contains categories containing dynamic content. For example, people can unsubscribe to "Top Stories" and they would not see the two links below the category (you can only unsubscribe from a category, not a particular link).

 

8-1-2014 3-07-49 PM.jpg

 

I understand that if someone does not download the pictures, Eloqua does not consider the email opened. However, if they click through a link,like the first link in Top Stories, does the system track the click through?

 

I am sending this email to a very controlled email list and we expected to see more people reading it than is indicated in the Eloqua insight reports.

 

Thanks!

AppCloud action service

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Hi

 

I have added new service i.e AppCloud Action while register app. Also published  it to AppCloud.

 

Now how can I see the created AppCloud action service in the campaings page under Action tabs.So I can drag this service to  campaign canvas.

 

Thanks,

Jason

In your modern marketing role—how many hours do you work per week?

Eloqua REST API - Getting Started with PHP

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Eloqua will soon be exposing our web services in the form of REST Resources. Eloqua already provides a web services API, well suited for integrated development environments like Eclipse and Visual Studio. These IDEs provide toolkits that can generate service proxies, making web services easy to use. The problem is that web services can be a challenge to work with when we don't have these proxies. REST APIs offer a lightweight alternative to web services and are easy to use with languages like Ruby and PHP.

 

In this post, we'll walk through a simple example in PHP to demonstrate how easy it is to work with the REST API. The only prerequisites are PHP + cURL. The code sample invokes an HTTP GET request with basic authentication to retrieve a list of Emails from the Eloqua application. The use cases vary, but we’re essentially providing a hook for retrieving a list of Eloqua Emails and displaying their Content. In future posts, we’ll discuss how to manage the content and deliver the email using the REST API. For now, let's get started with a simple request to Eloqua's REST API :

 

First, you’ll need user credentials for the API

 

// Basic Auth API Credentials
$user = "CompanyName\User.Name";
$password = "xxxxxx";

 

Now let’s provide a function that given a URL endpoint will invoke an HTTP GET request decorated with basic HTTP authentication headers and returns the API response.

 

function get_request($user, $password, $url)
{       // create the cURL resource       $ch = curl_init();       // set cURL options       curl_setopt($ch, CURLOPT_URL, $url);       // basic authentication       curl_setopt($ch, CURLOPT_USERPWD, $user . ':' . $password);       // execute request and retrieve the response       $data = curl_exec($ch);       // close resources and return the response       curl_close($ch);       return json_decode($data);
}

 

Now, let’s get some data...

 

// Search for Emails with name containing *Demand*
$emails = get_request($user, $password, "https://secure.eloqua.com/API/REST/1.0/assets/emails?search=*Demand*&page=1&count=50&depth=minimal");

 

And display the results

 

// Display the name and id of each email
foreach($emails['elements'] as $item)
{       print ('Email:'. $item['name'] . $item['id']);
}

 

Invoke another get request to retrieve an individual Email

 

// Get an Email
$email = get_request($user, $password, "https://secure.eloqua.com/API/REST/1.0/assets/email/111?depth=complete");

 

Finally, let's output the body of the Email

 

// print the Body of the Email
print('Email HTML Body : ' . $email->htmlContent->htmlBody);

 

I hope this was a helpful introduction to the REST API and how easy it is to work with. We'll explore more of the REST API in future posts.

 

Thanks,

Fred

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