Custom Subscription Management Flashcards
Subscription management is key to _____ marketing.
right time, right message marketing.
Six benefits of a preference center: (1) _____, (2) accelerated and increased conversions, (3) data quality, (4) brand and reputation, (5) automation and efficiencies, (6) resource alignment
targeting and segmentation
Six benefits of a preference center: (1) targeting and segmentation, (2) _____, (3) data quality, (4) brand and reputation, (5) automation and efficiencies, (6) resource alignment
accelerated and increased conversions
Six benefits of a preference center: (1) targeting and segmentation, (2) accelerated and increased conversions, (3) _____, (4) brand and reputation, (5) automation and efficiencies, (6) resource alignment
data quality
Six benefits of a preference center: (1) targeting and segmentation, (2) accelerated and increased conversions, (3) data quality, (4) _____, (5) automation and efficiencies, (6) resource alignment
brand and reputation
Six benefits of a preference center: (1) targeting and segmentation, (2) accelerated and increased conversions, (3) data quality, (4) brand and reputation, (5) _____, (6) resource alignment
automation and efficiencies
Six benefits of a preference center: (1) targeting and segmentation, (2) accelerated and increased conversions, (3) data quality, (4) brand and reputation, (5) automation and efficiencies, (6) _____
resource alignment
A Preference Center allows contacts to choose what three things?
Type of content, preferred marketing channels, frequency of communication
Name three laws that regulate and protect contacts.
US: CAN-SPAM, Canada: Canada Anti-Spam Legislation (CASL), EU: Directive on Privacy and Electronic Communications
If a contact is globally opted out within Eloqua but submits a form that has a processing step to send email, what happens?
They receive the email - unless they are also on the Master Exclude list.
How can you override any exclusion status if you have to communicate security breaches to Contacts?
Send the email through Program Builder, using the Step Action: Send Quick Send Email.
Are Quick Send emails included in reporting with Marketing emails?
No.
Is Confirmed Opt-in mostly a B2C practice or a B2B practice?
B2C.
What is a recommended best practice if you are using Double Opt In?
To create a new Contact View with fields including their opt-in status and opt-in date.
What two broad categories of information do users update with a Preference Center?
Contact information and preferences.
What does the overall contact experience start and end with when you have a Preference Center?
Starts with an email and ends with an email.
Automation through a Preference Center is done through ______
form processing steps.
Key points in subscription management: (1) ____ (2) Listen to contacts and build preferences into campaigns (3) Use automation and clean current data to achieve a 1:1 personalization effect.
Stay compliant
Key points in subscription management: (1) Stay compliant (2) ______ (3) Use automation and clean current data to achieve a 1:1 personalization effect.
Listen to contacts and build preferences into campaigns.
Key points in subscription management: (1) Stay compliant (2) Listen to contacts and build preferences into campaigns (3) ____
Use automation and clean current data to achieve a 1:1 personalization effect.
Name the three out-of-box subscription management options.
(1) Global opt out, (2) campaign level opt out, (3) subscription manager page
A campaign level opt out opts the contact out of…
communication from a single email group.
Email footers provide 3 things:
(1) company information (2) privacy policy (3) subscription options
_____ automatically update preferences.
System actions
When a contact clicks through to a preference center, how does Eloqua populate the page?
It dynamically displays all current subscription group statuses for that contact.
What three things are displayed on the preference center page for each email group?
Name, optional description, checkbox to opt in or opt out.
Can the auto-generated Subscription Manager list be edited to change look and feel?
No.
Are footers required for all subscription options?
Yes.
Where do you create email footers?
Assets > Component Library > Email Footer
What kind of hyperlink do you configure in an email footer to send users to your subscription center?
System Action
When should a subscription management center solution become custom?
(1) Multiple brands (2) Multiple business units (3) Multiple geographies (4) tiered or nested email groups
A customized Preference Center lets you pre-populate subscription and contact data with _____
data stored in tables and entities, not just within email groups.
A visitor may gain access to a Custom Preference Center from…
the company website, not just from email
Subscription data is normally saved within ______
Eloqua email groups
With a custom subscription center, where can subscription data be saved?
(1) email groups (2) contact table (3) custom objects
Contact Table fields can be updated through:
forms, list uploads, or CRM integration
In the Contact Table option for storing preference data, reporting is…
limited to Segment Reports.
What is an important limitation to keep in mind about using the Contact Table to store subscription data?
The limitation to 250 custom fields.
True or false? Email groups can be updated through forms, list uploads, or CRM integration.
True.
Using _____ to store preference data offers good reporting options.
Email groups
______ reporting is available in Insight only for those with Analyzer license
Custom object
If you store preferences in ______ it’s good for additional segmentation.
custom object record fields.
When you store preference data in Custom Objects, how can the preferences be updated?
Through forms.
If you have limited space in the Contact Record, where should you store preference data?
Email groups or Custom Objects.
If you want easy-to-find, out-of-box reporting where should you store preference data?
Email groups.
If you have complex data that requires a complex solution, where should you store preference data?
Custom Objects.
What are your two options for implementing custom subscription management?
(1) Form Population Cloud App, (2) JavaScript / HTML
What is a disadvantage of the Form Population Cloud App?
Pages can only reside in Eloqua
With the Form Population Cloud App you can build …
Multiple Preference Center landing pages and forms
What option for custom subscription management offers tiered group display?
The custom HTML / JavaScript option.
How can Eloqua help you build a custom HTML / JavaScript preference center?
Through Eloqua Professional Services’ Custom Solution Package.
When using a custom solution for your preference center, how does Eloqua Professional Services help you integrate data into your CRM?
With a CRM Integration add-on to the Custom Solution Package.
What two ways are emails organized in Eloqua?
Into folders and groups.
Describe the important purpose that email groups serve.
They organize emails into subscription groups, and enable email group level reporting.
Email groups are the equivalent of _______
subscription groups.
Where in Eloqua do you create new email groups?
Setup > Email Groups
What kind of Eloqua user can create email groups?
An Administrative user.
Can you create unique confirmation pages for each email group?
Yes, but generally a single confirmation page is used for all email groups.
When you save an email to a group, what happens automatically?
Default headers and footers are applied, and the email is associated to the subscription group.
Once you save an email to an email group, can it be changed to a different group?
No.
When does a contact have “No Status” in any subscription group?
Before they have submitted any preferences.
What will the subscribe status be of a contact who has never updated their preferences?
Subscribed globally.
Once a contact visits the Preference Center where an email group is presented as a subscription option, what happens to the status in that email group?
Changes to either Subscribed or Unsubscribed.
Can a contact’s subscription status be No Status for an email group if they have visited a Preference Center?
Yes, if the email group is not presented on the update form in the Preference Center.
A _______ must be sent via the preference update form after the contact submits updated information.
Confirmation email
You may decide to create a different version of the preference update confirmation email if:
you allow entry to the Preference Center via your corporate website.
Describe the workflow for “website entry request” to the preference center.
(1) Visitor requests access to Preference Center (2) Receives a confirmation email to their confirmed email address (3) Email has link to Preference Center
How many Email Group Subscribe / Unsubscribe processing steps must be used for each email group on a Preference form?
Two conditional processing steps - one to subscribe the contact if the option is checked, and one to unsubscribe the contact if the option is unchecked.
In addition to the email group checkboxes, what is it recommended to include on your preference form?
A checkbox with the option to globally opt out.
Besides the processing steps to subscribe and unsubscribe contacts, what are the form processing steps that should be included on the preference form according to standard best practice?
(1) Update Contacts with Form Data (2) Send Email (3) Redirect to Web Page
How many landing pages do you need for a Preference Center?
A minimum of two - the first to host the preference form and the second is a confirmation page.
If you allow entry to the Preference Center through your own corporate website, you will need to …
integrate your non-Eloqua form with Eloqua.
You can create multiple confirmation pages which are…
displayed automatically based on the form preferences submitted.
The confirmation page should provide…
a link back to the Preference Center.
If you host a subscription management page on your corporate website, you will need a…
website entry confirmation page.
AppCloud Content refers to apps built by ____ that work with ______
built by Eloqua, that work with Eloqua landing pages.
The Form Population Cloud Content app dynamically populates a form with ___, visitor data, custom object data, static values, query string values, or email group data.
contact data
The Form Population Cloud Content app dynamically populates a form with contact data, ____, custom object data, static values, query string values, or email group data.
visitor data
The Form Population Cloud Content app dynamically populates a form with contact data, visitor data, ____, static values, query string values, or email group data.
custom object data
The Form Population Cloud Content app dynamically populates a form with contact data, visitor data, custom object data, ____, query string values, or email group data.
static values
The Form Population Cloud Content app dynamically populates a form with contact data, visitor data, custom object data, static values, ____, or email group data.
query string values
The Form Population Cloud Content app dynamically populates a form with contact data, visitor data, custom object data, static values, query string values, or ___.
email group data
Does a System User in Eloqua count as a Marketing User?
No, and so it’s free.
When setting up a System User to have API access, should you set the password to expire? And what security group should you add it to?
No - set it to ‘do not expire.’ Add to the API security group.
To create an API User, does the user email address need to be valid?
No.
To enable the Form Population app for your install in Eloqua, the administrative user goes to:
Setup > Cloud Content > search for Form Population (BETA)
If you are using fields pulled from Custom Objects, what three additional fields do you need to configure on the Form Population Setup?
Selection Rule, Field to Evaluate and Email Address.
The first step in setting up the Form Population is…
to choose the form you want to use.
On Form Population Setup, what is Selection Rule used for?
To evaluate which Custom Object Record should be referenced by the form when multiple CORs are mapped to a single contact.
On Form Population Setup, what is Field to Evaluate used for?
To choose the field that will be evaluated by the Selection Rule.
In setting up the Form Population app, what do you need to do before mapping fields?
Click the “Save Settings” button.
What are the three columns to configure in the Form Population Field Mapping table?
Type, Form Field, and Data Field.
True or false: The Form Population App includes a visual preview option.
False.
True or false: You must add the Form Population form and app to the landing page.
True.
With Custom Subscription Management, what kind of hyperlink do you use in your Email Footer to point to your Preference Center?
Landing Page
To test your Preference Center process, what do you do first?
Send yourself an email with a footer link to your Preference Center.
How do preference centers improve targeted messaging?
They improve targeting and segmentation, which increases personalization of content, which increases open rates.
Preference Centers improve ___________, and keep data ____________ … which increases marketing effectiveness and decreases lost revenue.
improve contact profiles and keep data current and accurate.
What does Insight’s Email Subscribe Overview report list?
It lists each email and displays the number of unsubscribes within the selected time frame.
Insight’s __________ report lists unsubscribes by email in a selected time frame and also includes a column to view the total number of unsubscribes in the database within the same time frame.
Email Unsubscribe Overview report.
Insight’s Overall Trend Metrics report displays _____
the unsubscribe rate by a time unit.
Insight’s Email Analysis Overview by Segment displays email unsubscribe data by:
Eloqua Segment.
Where is subscription data saved? Contact Table, Custom Objects, or Email Groups. Which does Eloqua recommend and why?
Can be saved in any of these three places. Eloqua recommends email groups because of reporting.
