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Luminary Tenets > Custom Subscription Management > Flashcards

Custom Subscription Management Flashcards

1
Q

Subscription management is key to _____ marketing.

A

right time, right message marketing.

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2
Q

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

A

targeting and segmentation

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3
Q

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

A

accelerated and increased conversions

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4
Q

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

A

data quality

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5
Q

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

A

brand and reputation

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6
Q

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

A

automation and efficiencies

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7
Q

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) _____

A

resource alignment

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8
Q

A Preference Center allows contacts to choose what three things?

A

Type of content, preferred marketing channels, frequency of communication

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9
Q

Name three laws that regulate and protect contacts.

A

US: CAN-SPAM, Canada: Canada Anti-Spam Legislation (CASL), EU: Directive on Privacy and Electronic Communications

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10
Q

If a contact is globally opted out within Eloqua but submits a form that has a processing step to send email, what happens?

A

They receive the email - unless they are also on the Master Exclude list.

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11
Q

How can you override any exclusion status if you have to communicate security breaches to Contacts?

A

Send the email through Program Builder, using the Step Action: Send Quick Send Email.

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12
Q

Are Quick Send emails included in reporting with Marketing emails?

A

No.

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13
Q

Is Confirmed Opt-in mostly a B2C practice or a B2B practice?

A

B2C.

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14
Q

What is a recommended best practice if you are using Double Opt In?

A

To create a new Contact View with fields including their opt-in status and opt-in date.

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15
Q

What two broad categories of information do users update with a Preference Center?

A

Contact information and preferences.

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16
Q

What does the overall contact experience start and end with when you have a Preference Center?

A

Starts with an email and ends with an email.

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17
Q

Automation through a Preference Center is done through ______

A

form processing steps.

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18
Q

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.

A

Stay compliant

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19
Q

Key points in subscription management: (1) Stay compliant (2) ______ (3) Use automation and clean current data to achieve a 1:1 personalization effect.

A

Listen to contacts and build preferences into campaigns.

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20
Q

Key points in subscription management: (1) Stay compliant (2) Listen to contacts and build preferences into campaigns (3) ____

A

Use automation and clean current data to achieve a 1:1 personalization effect.

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21
Q

Name the three out-of-box subscription management options.

A

(1) Global opt out, (2) campaign level opt out, (3) subscription manager page

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22
Q

A campaign level opt out opts the contact out of…

A

communication from a single email group.

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23
Q

Email footers provide 3 things:

A

(1) company information (2) privacy policy (3) subscription options

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24
Q

_____ automatically update preferences.

A

System actions

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25
Q

When a contact clicks through to a preference center, how does Eloqua populate the page?

A

It dynamically displays all current subscription group statuses for that contact.

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26
Q

What three things are displayed on the preference center page for each email group?

A

Name, optional description, checkbox to opt in or opt out.

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27
Q

Can the auto-generated Subscription Manager list be edited to change look and feel?

A

No.

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28
Q

Are footers required for all subscription options?

A

Yes.

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29
Q

Where do you create email footers?

A

Assets > Component Library > Email Footer

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30
Q

What kind of hyperlink do you configure in an email footer to send users to your subscription center?

A

System Action

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31
Q

When should a subscription management center solution become custom?

A

(1) Multiple brands (2) Multiple business units (3) Multiple geographies (4) tiered or nested email groups

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32
Q

A customized Preference Center lets you pre-populate subscription and contact data with _____

A

data stored in tables and entities, not just within email groups.

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33
Q

A visitor may gain access to a Custom Preference Center from…

A

the company website, not just from email

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34
Q

Subscription data is normally saved within ______

A

Eloqua email groups

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35
Q

With a custom subscription center, where can subscription data be saved?

A

(1) email groups (2) contact table (3) custom objects

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36
Q

Contact Table fields can be updated through:

A

forms, list uploads, or CRM integration

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37
Q

In the Contact Table option for storing preference data, reporting is…

A

limited to Segment Reports.

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38
Q

What is an important limitation to keep in mind about using the Contact Table to store subscription data?

A

The limitation to 250 custom fields.

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39
Q

True or false? Email groups can be updated through forms, list uploads, or CRM integration.

A

True.

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40
Q

Using _____ to store preference data offers good reporting options.

A

Email groups

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41
Q

______ reporting is available in Insight only for those with Analyzer license

A

Custom object

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42
Q

If you store preferences in ______ it’s good for additional segmentation.

A

custom object record fields.

43
Q

When you store preference data in Custom Objects, how can the preferences be updated?

A

Through forms.

44
Q

If you have limited space in the Contact Record, where should you store preference data?

A

Email groups or Custom Objects.

45
Q

If you want easy-to-find, out-of-box reporting where should you store preference data?

A

Email groups.

46
Q

If you have complex data that requires a complex solution, where should you store preference data?

A

Custom Objects.

47
Q

What are your two options for implementing custom subscription management?

A

(1) Form Population Cloud App, (2) JavaScript / HTML

48
Q

What is a disadvantage of the Form Population Cloud App?

A

Pages can only reside in Eloqua

49
Q

With the Form Population Cloud App you can build …

A

Multiple Preference Center landing pages and forms

50
Q

What option for custom subscription management offers tiered group display?

A

The custom HTML / JavaScript option.

51
Q

How can Eloqua help you build a custom HTML / JavaScript preference center?

A

Through Eloqua Professional Services’ Custom Solution Package.

52
Q

When using a custom solution for your preference center, how does Eloqua Professional Services help you integrate data into your CRM?

A

With a CRM Integration add-on to the Custom Solution Package.

53
Q

What two ways are emails organized in Eloqua?

A

Into folders and groups.

54
Q

Describe the important purpose that email groups serve.

A

They organize emails into subscription groups, and enable email group level reporting.

55
Q

Email groups are the equivalent of _______

A

subscription groups.

56
Q

Where in Eloqua do you create new email groups?

A

Setup > Email Groups

57
Q

What kind of Eloqua user can create email groups?

A

An Administrative user.

58
Q

Can you create unique confirmation pages for each email group?

A

Yes, but generally a single confirmation page is used for all email groups.

59
Q

When you save an email to a group, what happens automatically?

A

Default headers and footers are applied, and the email is associated to the subscription group.

60
Q

Once you save an email to an email group, can it be changed to a different group?

A

No.

61
Q

When does a contact have “No Status” in any subscription group?

A

Before they have submitted any preferences.

62
Q

What will the subscribe status be of a contact who has never updated their preferences?

A

Subscribed globally.

63
Q

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?

A

Changes to either Subscribed or Unsubscribed.

64
Q

Can a contact’s subscription status be No Status for an email group if they have visited a Preference Center?

A

Yes, if the email group is not presented on the update form in the Preference Center.

65
Q

A _______ must be sent via the preference update form after the contact submits updated information.

A

Confirmation email

66
Q

You may decide to create a different version of the preference update confirmation email if:

A

you allow entry to the Preference Center via your corporate website.

67
Q

Describe the workflow for “website entry request” to the preference center.

A

(1) Visitor requests access to Preference Center (2) Receives a confirmation email to their confirmed email address (3) Email has link to Preference Center

68
Q

How many Email Group Subscribe / Unsubscribe processing steps must be used for each email group on a Preference form?

A

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.

69
Q

In addition to the email group checkboxes, what is it recommended to include on your preference form?

A

A checkbox with the option to globally opt out.

70
Q

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?

A

(1) Update Contacts with Form Data (2) Send Email (3) Redirect to Web Page

71
Q

How many landing pages do you need for a Preference Center?

A

A minimum of two - the first to host the preference form and the second is a confirmation page.

72
Q

If you allow entry to the Preference Center through your own corporate website, you will need to …

A

integrate your non-Eloqua form with Eloqua.

73
Q

You can create multiple confirmation pages which are…

A

displayed automatically based on the form preferences submitted.

74
Q

The confirmation page should provide…

A

a link back to the Preference Center.

75
Q

If you host a subscription management page on your corporate website, you will need a…

A

website entry confirmation page.

76
Q

AppCloud Content refers to apps built by ____ that work with ______

A

built by Eloqua, that work with Eloqua landing pages.

77
Q

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.

A

contact data

78
Q

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.

A

visitor data

79
Q

The Form Population Cloud Content app dynamically populates a form with contact data, visitor data, ____, static values, query string values, or email group data.

A

custom object data

80
Q

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.

A

static values

81
Q

The Form Population Cloud Content app dynamically populates a form with contact data, visitor data, custom object data, static values, ____, or email group data.

A

query string values

82
Q

The Form Population Cloud Content app dynamically populates a form with contact data, visitor data, custom object data, static values, query string values, or ___.

A

email group data

83
Q

Does a System User in Eloqua count as a Marketing User?

A

No, and so it’s free.

84
Q

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?

A

No - set it to ‘do not expire.’ Add to the API security group.

85
Q

To create an API User, does the user email address need to be valid?

A

No.

86
Q

To enable the Form Population app for your install in Eloqua, the administrative user goes to:

A

Setup > Cloud Content > search for Form Population (BETA)

87
Q

If you are using fields pulled from Custom Objects, what three additional fields do you need to configure on the Form Population Setup?

A

Selection Rule, Field to Evaluate and Email Address.

88
Q

The first step in setting up the Form Population is…

A

to choose the form you want to use.

89
Q

On Form Population Setup, what is Selection Rule used for?

A

To evaluate which Custom Object Record should be referenced by the form when multiple CORs are mapped to a single contact.

90
Q

On Form Population Setup, what is Field to Evaluate used for?

A

To choose the field that will be evaluated by the Selection Rule.

91
Q

In setting up the Form Population app, what do you need to do before mapping fields?

A

Click the “Save Settings” button.

92
Q

What are the three columns to configure in the Form Population Field Mapping table?

A

Type, Form Field, and Data Field.

93
Q

True or false: The Form Population App includes a visual preview option.

A

False.

94
Q

True or false: You must add the Form Population form and app to the landing page.

A

True.

95
Q

With Custom Subscription Management, what kind of hyperlink do you use in your Email Footer to point to your Preference Center?

A

Landing Page

96
Q

To test your Preference Center process, what do you do first?

A

Send yourself an email with a footer link to your Preference Center.

97
Q

How do preference centers improve targeted messaging?

A

They improve targeting and segmentation, which increases personalization of content, which increases open rates.

98
Q

Preference Centers improve ___________, and keep data ____________ … which increases marketing effectiveness and decreases lost revenue.

A

improve contact profiles and keep data current and accurate.

99
Q

What does Insight’s Email Subscribe Overview report list?

A

It lists each email and displays the number of unsubscribes within the selected time frame.

100
Q

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.

A

Email Unsubscribe Overview report.

101
Q

Insight’s Overall Trend Metrics report displays _____

A

the unsubscribe rate by a time unit.

102
Q

Insight’s Email Analysis Overview by Segment displays email unsubscribe data by:

A

Eloqua Segment.

103
Q

Where is subscription data saved? Contact Table, Custom Objects, or Email Groups. Which does Eloqua recommend and why?

A

Can be saved in any of these three places. Eloqua recommends email groups because of reporting.

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