I am seeing warnings returned by the bulk api when I try to import an email address with an apostrophe in it.

Here is the payload:

[{'C_Some_Field___Most_Recent1': '9372', 'C_EmailAddress': "some'thing@somewhere.com"}]

Does anyone know what I need to do to escape the apostrophe?  Do i need to add backslashes or encode it?

Thanks,

Russ

Hello,

does anyone of you have made some experiances with a MS CRM 2013 integration?

Any help is welcome!

Thanks a lot!

Mirko

Hi guys, just learning and having a hard time trying to create an email template.

One of our templates has a shaded grey box behind text and a 'download' image. I need to be able to edit the text and the image depending on the email. I've tried inserting a grey box image however the text and the image that goes on-top is showing up red because there is a conflict.

Should be easy... anyone know how to do this? Screenshot attached.

Thanks

Mike

Hi

I have created an Eloqua Cloud App with an Action Service.

To test it I created a campaign and added a couple of members but for some reason it seems like the notification url is not called at all.

It set the service up exactly like described here:Develop an AppCloud Action Service

My Notification URL is: http://URL/apps/components/notify?instance={InstanceId}&asset={AssetId}

I had a look in the log file (for the app) and there is no outbound call for the notification url either.

So the question is what am I doing wrong?

thanks,

Simon

I am facing an issue with Eloqua, every now and then it get stuck and I am not able to send any mail through it.

I am able to do other activities like creating segments, uploading lists, creating campaign etc but no mail is going through.

Is there any support/customer care where we can call or raise tickets to resolve such issues.

It is a simple question. Is there any way how to get Eloqua unique id for each custom object record using API?

Hi, I am looking for training paths or any fundamental documents to learn ELOQUA product or please let me know if there are prerequisites to learn this product.

Hi,

  I followed  mentioned link  "REST API - Contact Information"  to do below process.
  I used Rest Api /data/contact/{id}?depth={depth}&viewId={viewId}  to get contact details
Its working fine,i got response as below

{
  "type":"Contact",
  "currentStatus":"Awaiting action",
  "id":"1128",
  "createdAt":"1406523706",
  "depth":"complete",
  "name":"2securephones@gmail.com",
  "updatedAt":"1406523706",
  "emailAddress":"2securephones@gmail.com",
  "emailFormatPreference":"unspecified",
  "fieldValues":
  [
   {
    "type":"FieldValue",
    "id":"100005"
   },

but I couldn't find below mentioned column in my Respone.

"lastName":, "postalCode", "province", "salesperson","title","MobileNo".Should I do any special setup to enable above column in my response.Please guide me to do that.

Thanks in Advance.


Thanks,

Sathiya

I'm curious if most Eloquans design emails and landing pages within Eloqua or if any other tools are used (e.g. Dreamweaver). If you use other tools, please tell me what you are using.

Autumn is upon us and now is the time when the school bell rings in a new year. For parents this means dragging kids out of bed, making lunches that fit Martha Stewart’s standards, and homework. It’s possible that I hate homework more, now as an adult, than I did as a kid. It’s not that I don’t enjoy the time with the kids, but homework can quickly become routine. The kids want to rush through it, I scan over it, offer suggestions for improvements, explain to the complaining child why changes are needed, and then move on to the next assignment. At the end of the evening I wonder if the kids got anything out of the assigned work.

This is why I’m taking a new approach to homework this year.

READ ENTIRE POST

HI, I am interested to know different types of user roles which can exist in marketing automation?

I'm trying to test a form submit where half of the people who submit the form go directly into SalesForce for follow-up, and the other half enter a nurture campaign and receive the phone-call follow-up later.

This maybe a silly question - but I actually couldn't figure out the answer without creating a full test program...

My question is in program builder when I use the percentage based split - how does it handle if only 1 person enters at a time(versus a larger quantity). Will it still do the 50/50 routing(so the first time 1 person enters it goes down the yes path, the next time one person enters it goes down the no path) - or will it send it down one path.

Just want to make sure before i go ahead and start building. Thanks!

Static HTML App

This article describes the Static HTML ap, how to enable it in your Eloqua instance, and how to place and configure it on an E10 landing page. This document assumes that the reader is an E10 user, and is familiar with using landing pages.

In order to use the Static HTML app, you will need to be registered at http://cloudconnectors.eloqua.com

What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

What is the Static HTML App?

Many web services allow you to embed their service onto your page, by allowing you to paste in a snippet of HTML code. This is often used for Youtube videos, embedded maps and other web services. The Static HTML app allows you to leverage all of the power of Eloqua's landing page editor, as well as allowing you to easily embed content from other sources.

Static HTML App Components

The Static HTML app consists of a single Cloud Component

How to Install the Cloud App

The Cloud App is already available for use in E10, but may need to be enabled.  See here for more information.

Using the Components on a Landing Page

A Cloud Component is inserted into a landing page via drag and drop within the landing page editor.

From the editor toolbar, select the "Cloud Components" button.  A select box containing all of the available Cloud Components will then be displayed.

Drag and Drop the Static Content component onto the landing page:

Next, save the page, then double-click the component that you just dropped onto the page.  The following screen will appear:

Enter your cloudconnectors.eloqua.com credentials and click Log in.

The following screen will appear:

Place the HTML into the "Content" section, and click "Save Settings"

Close out the "Static Content Setup" window, and save the Eloqua Landing page.

View the landing page on the live URL to see the content. The content WILL NOT render within the editor, you must view the content on the live page.

What use cases have you used the Static HTML app for? Leave a note in the comments!

Eloqua Summer '14 Release - Service Pack 5

Service Pack 5 of the Summer '14 Release will roll out between 5 and 11 am EDT (UTC -4), on Sunday, September 7th, 2014.

Please review the supporting resources available in the Topliners Release Resource Center. This includes Release Notes for both E9 and E10, with information on:

Release Overview

What's New in This Release

Known Issues

Fixed Issues

Technical Notes and Limitations

Supported Environments

Documentation

Troubleshooting and Technical Support

If you're not already an Eloqua Insider, you'll need to request access to that group before you can access the Release Resource Center.

While the application may remain accessible during this time, some features such as file and image uploads, program builder and emails will be paused as they are upgraded. There will also be intermittent downtime during this window. You are advised to avoid using the application during this window.

To determine if you are on Pod1:

Log into Eloqua as you normally would.

Look at the browser URL once you are logged in.

Pod1 URL has the following format - www.secure.eloqua.com/...  (note:  no number included in URL).

To determine if you are on Pod3:

Log into Eloqua as you normally would.

Look at the browser URL once you are logged in.

Pod3 URL has the following format - secure.p03.eloqua.com...... (note:  03 included in URL)

Note: Campaign Approval functionality is included with Eloqua Standard and Eloqua Enterprise trims. Contact your account representative if you are interested in campaign approval functionality with the Eloqua Basic trim.

Campaigns provide the modern marketer with powerful tools to reaching and nurturing prospective and current customers.  Campaigns can be activated by the owner (creator) of the Campaign or anyone with the corresponding access rights to activate it.  However, often it is important to validate the content of the Emails, Landing Pages and other content that are included in a Campaign, therefore it is now possible to configure an approval process prior to being able to activate the Campaign.  As an Eloqua administrator, you have the ability to select the users at your organization who can approve the Campaign content, through a series of steps that you create and control.  Once all Campaign phases (steps) have been approved, the Campaign can be activated, but not until that time.

Prerequisites

1. You must be a member of a Security Group that has access to the Approvals feature.  To access the Security Group settings:

• Navigate to Setup> Users and select the Groups tab in the left-hand (tree) pane.
• Click the down-arrow next to the name of the Security Group that requires Approvals access.
• Click Security Group Details.
• On the right-hand pane, select Interface Access from the list of options that can be configured.
• Click Edit to edit the settings for your group.
• Scroll to Setup, and expand the option by clicking on the arrow to the left.
• Click the arrow next to Assets.
• Make sure the checkbox is enabled next to Approvals.
• Click Save to save your settings.

Using Campaign Approvals

Important Note: The Campaign Approvals Workflow is a global Workflow for all Campaigns in your Eloqua instance.  You cannot create separate workflows for individual Campaigns.

1. Once the steps in the Prerequisites section above have been confirmed, navigate to Setup area of the application.  There is a new icon under the Assets heading, labeled Approvals:
2. To begin setting up Approvals, click the Approvals icon (located in the Assets section).  The Campaign Approvals Workflow dialog box opens.  This is where you configure the steps (stages) in your Approvals process.
   
3. Click the + icon to add the first Review (approval) stage.  The Add Review dialog box opens.
   
4. Enter the name of the first step in the Name field, followed by a description (optional).  For example, the first step in your Approvals process might be a review of the content in your Email and Landing Page.  The description only appears when editing the Stage, it will not be shown on the list of steps when viewing the approval process.
5. The next field, Reviewer(s) is where you specify the name(s) of any user within your Eloqua instance who is permitted (required) to approve this stage before the process can move to the next stage, and before the campaign can be activated.  This field is a type-ahead search, and returns any users in your User List for this instance who have that letter in their user name, not only whose user names begin with that letter.  For example, in the following screenshot, typing "M" displays a list of users whose names contain that letter:
   
6. To add someone as an Approver, click on their name.  Important: The person(s) you have selected will NOT be added to the list of approvers until you click the + icon to the right of the field containing their name.
7. Once you click the + sign, the user is added to the list of possible approvers for this Stage:
   
8. To remove a user from the list of Reviewers, click the - sign next to their name and they are removed from the list of Approvers.  Continue adding more Reviewers, as necessary, until you have all Reviewers added for each Stage in your Approval Process.  Here is what your approval process might look like after all Stages have been configured:
   
9. To edit a Stage (step), click the first button in the right-hand column and the Edit Stage dialog box opens, from which you can rename, change the description, or modify the names of Approvers (Reviewers) for this Stage.  Similarly, to delete a Stage (step), click the - button to the right of the Reviewers column:
   
10. To add another Step, click the plus sign in the bottom-left corner of the Campaign Approvals Workflow dialog box.
    
11. Important: Once all steps have been configured, click Save in the bottom-right corner of the Campaign Approvals Workflow dialog box.
12. To reorder Stages (steps) in your Workflow, hover your mouse cursor over the Stage number in the Workflow list and a double-ended cursor appears.  Holding down your left mouse button, drag-and-drop the Stage to the correct position and click Save to save your
    chages:
    

NOTE: Once any Campaign in your Eloqua instance is in Active status, you cannot add, remove or edit any of the Approvers (Reviewers) in the Workflow.  You must deactivate any and all active Campaigns in your Eloqua instance before being able to modify or add/remove Reviewers.

Using Approvals in your Campaigns

Now that you have configured and set up the Stages and Reviewers for your Eloqua Campaigns, you can begin to use the workflow to ensure your Campaigns meet all your requirements before activation.

To set up your Approval Workflow:

1. Click Campaigns from the navigation toolbar.  Select Open an Existing Campaign from the Launchpad.
2. In the Campaign Chooser, select (highlight) the name of the Campaign and click Choose.
3. In the top-right corner of the Campaign Canvas window, click Approvals.
4. The Approvals modal drops down from the top of the Canvas window, and the Status tab is selected.
   
5. All Stages (steps) you configured in the section above are shown, in the order in which they were created for your workflow.  By default, no approvers (reviewers) are initially shown on this tab, as this is where you will select the approvers for this Campaign from the list of available reviewers.
6. To add a valid reviewer (approver) to each step, click in the field below the Step name and begin typing a letter contained in the approver's name.  The list of available names includes only those who were added when you created the Stage as shown in step 8 in the beginning of this document:
   
7. Once you select the approver(s), click the + icon to add them to the Stage (neglecting to do this will prevent you from successfully saving the Approvals).
   
   The approver(s) you have selected appear above the field where you entered their names once you click +.
8. If you neglect to add an approver (reviewer) to one or more of the Stages and click the Save button, an error message is displayed:
   
9. Continue adding available approvers to each step and click Save to save the Workflow.

Beginning the Approvals Process

Once everything is configured successfully in all the steps shown in the sections up to this point, you are ready to set the approval process in motion.

To begin the approvals process:

1. If you are not using the Campaign that you have created above, click Open an Existing Campaign from the Campaign Launchpad.  Search for the Campaign and select Choose.
2. From the Action Menu (gear icon) in the top-right corner of the Campaign Canvas, select Approvals.  The Approvals modal (drop-down) window open as in the preceding section.
3. Click Request Approval in the bottom-right corner.
   
4. An Email containing the request for the approver(s) in step 1 to review the content assigned to them (the same Email is sent to all reviewers) with the subject line ACTION - Approval Request forname of Campaign where name of Campaign is substituted by the actual name of your Campaign.  The sender of the Email is shown as Eloqua Notifier.  In the following example, the name of the Campaign is Midwest Meet and Greet:
   
5. The following information is included in the Approval Request Email:
   a.  The name of the person requesting Approval.
   b.  The Stage in the Approval Process for which Approval is being requested.
   c.  The name of the Campaign.
   d.  The name of the Segment for the first step in the Approval Process.
   e.  If it is a Segment that is being reviewed for approval, the total number of contacts included in that Segment.
6. Click View Campaign to review the content for which you are being asked to approve or reject.  Note: If you are not currently logged in to Eloqua when you click View Campaign, you will be directed to the Eloqua login screen.  Once logged in you will need to manually open the Campaign by clicking Campaigns from the navigation menu, selecting Open an Existing Campaign from the Campaign Launchpad, searching for the Campaign and clicking Choose.
7. Once in the Campaign Canvas for the affected Campaign, each reviewer clicks the Approvals button in the top-right corner of the Canvas window.  The Approvals modal appears:
   
8. As an approver (reviewer), once you have reviewed the appropriate content, click either Reject or Approve to provide your decision.
9. If you click Approve, the Confirm Approval dialog box opens, where you must enter a comment regarding your approval, then click Confirm.  The Approvals Workflow moves to the next Step and the approver(s) responsible for that step are notified that their Approval is required:
   
10. The Status tab is updated to show that approval has been granted via a green checkmark.  Click the History tab to view the name of the Stage, the name of the person who approved the content, the time and date of the approval, the comment that was entered and the status for that step:
    
11. An Approval Email is sent to the person who requested your Approval, with the subject line Approved - Approval Request for name of Campaign (where name of Campaign is substituted with the actual name of your Campaign) and whatever comment(s) were provided at the time of approval:
    
    
12. As soon as you initiate the approvals process, the status button of your Campaign changes to the name of the current step in the workflow.  For example, in the following screenshot, the Campaign is at the CONTENT REVIEW stage:
    
13. In steps that have more than one reviewer, the step is considered either approved or rejected after the first person submits his or her approval or rejection.  In other words, all approvers in a step are not required to give their responses in order for the process to proceed to the next step (or, if rejected, the status of the Campaign is returned to DRAFT status).
14. Once a step is Approved, the Status tab reflects that the approval workflow process has moved to the next step:
    
15. However, if an approver at any point during the workflow process clicks Reject, the process is stopped and the Campaign reverts to DRAFT mode (as shown in the upper-left corner of the Campaign Canvas).  The approver enters the reason for rejection in the Confirm Rejection dialog box:
    
    and the reason for rejection is captured on the History Tab, based on what the reviewer entered:
    
    and an Email is generated to the person(s) who requested approval for that step (the Subject line shown as Rejected - Approval Request for name of campaign (where name of campaign is substituted with the name of the actual Campaign):
    
16. Once a Stage has been rejected, the Campaign is put back into DRAFT status and can be edited as if it were being set up for the first time (although the History is saved):
    
17. The Approve and Reject buttons next to a Stage are no longer visible.  You must reinitiate the approvals process from the beginning by clicking the Request Approval button in the lower-right corner and an Email notification will be sent to the approver(s) in the first step.
18. Once all steps have been approved, the Campaign can be activated.  The Approvals button in the top-right corner of the Canvas changes to Activate.  Note: you must have Activate permissions in your User Profile in order to be able to activate a Campaign.  To verify (or change) the ability for your User or Security Group to be able to activate Campaigns, navigate to Setup> Users and make sure the Groups tab is selected.  Click on the down-arrow next to the name of the Group and select Security Group Details.  On the right-hand pane, click Default Asset Permissions.  Click the Edit button.  On the Campaigns tab, make sure the checkbox is enabled for your User and anyone else at your organization who should be able to activate Campaigns, otherwise he or she will not be able to perform that action:
    
19. If Activate is not selected and Approvals are enabled in your Eloqua instance, a user who does not have the Activate permission enabled will be required to through the Approvals process before a Campaign can be activated.
20. If a user hasActivate permission on a Campaign, he or she can save the Campaign as a DRAFT, then activate the Campaign without having to go through the Approvals process.
21. Click Activate to activate the Campaign.  You cannot make any changes to the Approval Process (steps, approvers, etc.) while the Campaign (or any other Campaign) is active; you must first deactivate the Campaign in order to have that functionality.
22. If at any time you (or any Eloqua user who is listed as an Approver in your instance) wish to see an overview of all Approval steps awaiting your action, click My Approvals from the Campaigns Launchpad:
    

Frequently Asked Questions

Q: I am not listed as an approver for a Stage of the Approval Process, yet I see both the Approve and Reject buttons next to the name of the current Stage (step).  Why?

A: In order to prevent all users from being able to Approve or Reject a stage in the Approvals workflow, if you have Customer Administrator rights, you can approve or reject any stage (step) in the process.

Q: Is there a limit to the number of stages in an Approvals workflow?

A: While there is no enforced limit, it is recommended to keep the number of stages to a reasonable level.

Q: Can a non-Eloqua user be an approver?

A: No.  All approvers (reviewers) must be users in your Eloqua instance.

Q: Can a Security Group be used as a reviewer (approver)?

A: No, you can only select individual Eloqua users as reviewers.

Q: Is there a way to easily view the status of the Approvals Process for a specific Campaign(s) without having to open it?

A: Yes.  From the Campaigns Launchpad, select Open an Existing Campaign.  In the Campaign Chooser, the Status column will indicate what step in the Approvals Process the Campaign is currently located.

If I use the Web Visit Alerts through the Profiler, how does that impact the other Web Alerts that have already been set up for me outside of this tool? Will some be duplicated?

When you create a new notification for a particular contact or lead, it simply adds to the existing pool of notifications that may have already been set up for you – so yes, it is possible that when you request a notification for prospect@prospect.com, your marketing team has already set up a notification for you, let’s say based on region, that will be triggered when prospect@prospect.com comes to your site. Generally, visitor notifications that are best set up by your marketing team are those based on a combination of regional and behavioral analysis (e.g., Send notification when someone in Region X has been to the site at least 10 times and they have visited our high value product page) – that way it’s not all on the sales rep to set up notifications for all interested people in their region. Sales reps are best to still set up individual notifications for single prospects or prospects from a particular company based on their own analysis and feel for the person’s interest – factors that may not be captured by activity.

Is there any limit on the number of Visitor Notifications I can set up?

Currently, there is not limit – however, we recommend having no more than 30 or so active at once and to be vigilant about turning off notifications that you no longer need. When you click Setup Web Visit Alerts, there is an option to view all the alerts you currently have active – it shows you when each was first set up and the last time they each sent a notification. Be sure to check this page often to know which prospects have not visited the site recently and which alerts can be turned off to avoid inbox clutter.

On the Overview page there’s a Search Activity section what exactly is this telling me?

This means the text you see is what that prospect typed into a search engine before being directed to your company’s website through a link provided in that search. For instance, they went to Google, typed in, “Personal Accounting Software”, they were presented with a link to your website, clicked on it and then arrive on your homepage. In the Profiler search area, “Personal Accounting Software” would appear. Alternatively, if the prospect had searched your name, got the search result but then copied and pasted the URL they saw within the content of the search result into the browser bar, we would not capture the term they used to search in this case – the Profiler would still just show the LAST term they entered before visiting your site through a searched link.

I had to enter my username and password to login – will I need to do that every time? And will I be forced to update that information?

As long as you check the Remember Me checkbox and you access the tool from the computer on which you checked the box, you will not need to re-enter your login information.

In the Email area, under Address Details, it says “Email Format Preference” is “unspecified” – what are the options here and how does that get entered?

Someone’s email preference can be HTML, Plain Text or Unspecified and this is managed through the Eloqua system by your organization’s marketing team. If the prospect has never specified to your company’s marketing team which email format they prefer, they will be Unspecified. If they have specified their preference when filling out in an online form (the most common way) or perhaps clicking a link in an email, that selection is managed here. Again, this value is managed through the Eloqua system, so if there are any issues with the information you see here, you will want to speak to your internal Eloqua champion.

There's a Request Information form on our website - currently, when it's filled out, I receive notification and then forward to the territory Sales reps as necessary. I'm hoping there's a way to automate this process based on specific criteria without having to create 50+ Send Notification Email form processing steps!

I can easily break down into territory-based steps: Territory 1 would send to [email@email.com; email2@email.com] under the condition that the form submitter selected StateA, StateB, or StateC. On the Conditions Editor, Form Field would point to State or Province. But what's the condition? ["State or Province" exactly matches "StateA,StateB,StateC"] -- or  "StateA;StateB;StateC" ?

On the Eloqua Forms Processing Steps .pdf help guide, there's mention of a Search Builder which allows for wildcards. I don't see this in Eloqua 10.

Thanks for any thoughts on this!

Gwen

Hello,

I have looked around to see if yuo can somehow delete contacts from the datasbase in an automated way. I found this thread where it is stated that you can't... Can you delete a contact via Program Builder?

Would be unfortunate but Eli Snyder and Aaron Riley points out that it is possible to do so by dedup rules. You would add contacts to a shared list and the dedup the list. Can you delete contacts via program builder?

I was thinking of building this out but can't make it work and can't find any good explanation on how.

Could anyone open up on how to do this step by step?

Many thanks!

Andreas

Hi,

We are testing out the bulk import into contact list feature and we are getting an error that we can't resolve.  We followed the directions from the documentation http://topliners.eloqua.com/docs/DOC-6918

Here's the sample request we are making:

URL: https://www02.secure.eloqua.com/api/bulk/2.0/contacts/imports

Request Header:

Authorization: [our token]

Content-Type: application/json

Request Body:

{

  "name": "test",

  "fields": {

    "emailAddress": "{{Contact.Field(C_EmailAddress)}}"

  },

  "syncActions": [

    {

      "action": "add",

      "destination": "/contacts/lists/63"

    }

  ],

  "identifierFieldName": "emailAddress",

  "isSyncTriggeredOnImport" : "true"

}

Response Body:

{

    "failures": [{

        "field": "destination",

        "stackTrace": [{

            "field": "syncActions"

        }],

        "value": "/contacts/lists/63",

        "constraint": "ML Statements must have a ContactList root (see http://topliners.eloqua.com/docs/DOC-4298 for details) (when action = add)."

    }]

}

Is there a step we are missing? 

Thanks for the help.

Just curious what the break down is for all you Topliner Wizards... Now that Eloqua has some responsive design mobile email templates, I'm hoping more and more folks are starting to dabble.