E10 Subscription Management Flashcards

1
Q

Targeting and segmentation, conversions, data quality, brand and reputation, automation and efficiencies, and resource alignment are all benefits of a…

A

Preference Center

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2
Q

What are the three types of choices people can make in a Preference Center?

A

When, How, and What?

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3
Q

Expand on the “When” choice in a Preference Center

A

Frequency of communications

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4
Q

Expand on “How” choice in preference center

A

Preferred channels

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5
Q

Expand on “What” choice in preference center

A

Types of content

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6
Q

A well managed Preference Center can help keep your data…

A

Current and up-to-date.

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7
Q

Name 3 pieces of legislation that regulate and protect contacts.

A

CAN-SPAM, CASL, and Directive on Privacy and Electronic Communications

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8
Q

CASL stands for…

A

Canadian Anti-Spam Law

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9
Q

CAN-SPAM is in what country?

A

US

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10
Q

Directive on Privacy and Electronic Communications is also known as?

A

Cookie laws.

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11
Q

Directive on Privacy and Electronic Communications is where?

A

EU

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12
Q

What does Directive on Privacy and Electronic Communications require?

A

Require people to opt-in before tracking across websites.

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13
Q

Don’t use false or misleading header info is required by…

A

CAN-SPAM

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14
Q

Avoid use of deceptive subject lines is a requirement of…

A

CAN-SPAM

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15
Q

Identify message as an ad is a requirement of…

A

CAN-SPAM

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16
Q

Honor opt out requests promptly

A

CAN-SPAM

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17
Q

tell recipients how to opt out

A

CAN-SPAM

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18
Q

Monitor what others are doing on your behalf

A

CAN-SPAM

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19
Q

What are the 2 types of email defined by CAN-SPAM?

A

Commercial email and transactional email

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20
Q

A one-off email related to current business with a customer is…

A

Transactional email

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21
Q

Prohibits sending of commercial electronic messages without consent

A

CASL

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22
Q

CASL governs communications through what three channels?

A

Email, social networking accounts, and texts

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23
Q

Prohibits a message being delivered to an alternate destination without express consent, e.g. forwarding messages

A

CASL

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24
Q

Prohibits installation of computer programs without consent

A

CASL

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25
Q

What is the penalty for violations under CASL

A

A fine of up to 1 million Canadian dollars per offense or up to 10 million Canadian dollars per offense for an organization

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26
Q

Ensures the user’s prior consent in relation to cookies and communications

A

Directive on Privacy and Electronic Communications

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27
Q

Regulates data storage and data sharing

A

Directive on Privacy and Electronic Communications

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28
Q

Under CASL do people have private rights of action against you for violations?

A

Yes.

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29
Q

To comply with the Directive on Privacy and Electronic Communications’ requirement to obtain consent to use cookies, what does Eloqua offer?

A

Strict-mode tracking

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30
Q

If someone who is unsubscribed submits a form with a processing step that sends email, what will happen and why?

A

They will receive a confirmation email, because Eloqua treats this as a transactional email.

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31
Q

If someone belongs to a Master Exclude List, will they receive emails through form processing steps in Eloqua?

A

No.

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32
Q

How can you override any exclusion status?

A

By sending a Quicksend Email through Program Builder.

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33
Q

What’s the main purpose of Program Builder?

A

Communications with CRM and automated data cleansing processes.

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34
Q

What are 3 types of exclusion statuses?

A

Unsubscribe list, Master Exclusion List, and Email Group Unsubscribes.

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35
Q

When would you need to send email to people who are excluded or unsubscribed?

A

To notify about security breaches.

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36
Q

What is a double opt in requirement?

A

A requirement for contacts to confirm that they want to receive email communication.

37
Q

Is double opt in a legal requirement anywhere?

A

No, but it’s best practice.

38
Q

What’s another phrase for double opt in?

A

Confirmed opt in

39
Q

What are the different emphases of the legislation w/r/t opting out and opting in?

A

US legislation is about opting out, EU directive and CASL are about opting in.

40
Q

What are the two things your contacts can update in a Preference Center?

A

Contact information and Preferences

41
Q

How could you manage a complex bunch of offerings in a subscription center?

A

Nested Subscription Groups

42
Q

Contact Experience - how would a contact typically access your preference center?

A

By clicking a link in an email footer

43
Q

Does Eloqua offer an out-of-the-box option for a preference center?

A

Yes

44
Q

What would you do after someone updates their preferences?

A

Send them a confirmation email

45
Q

What would a confirmation email of preference update contain?

A

A link back to the preference center so they can change their preferences

46
Q

Why would you prepopulate options on a subscription page?

A

To show the options that a user already has selected

47
Q

What 6 things can a form add contacts to through automated actions?

A

Shared lists, campaigns, email groups, lead scoring, data cleansing, and CRM update

48
Q

Membership in email groups is used to…

A

Manage subscriptions.

49
Q

Do email groups offer default headers and footers?

A

Yes

50
Q

What do email groups create in Eloqua?

A

System shared lists - Subscribed and Unsubscribed.

51
Q

If a contact is on an Unsubscribed list for a particular email group, what happens when you try to send an email to that contact?

A

Eloqua suppresses the send of the email to that contact

52
Q

When you add a contact, will they be in a subscribed or unsubscribed list for any email group?

A

Typically not.

53
Q

People subscribe and unsubscribes to and from multiple email groups at the same time through one…

A

Form submission on the preference center.

54
Q

Are system shared lists visible in the same way that a standard shared list is?

A

No.

55
Q

How can you tell when someone has subscribed or unsubscribed?

A

You can’t see it, but you can use filters when you build a Segment.

56
Q

Key point: It’s important to stay compliant with…

A

Laws and regulations

57
Q

Key point: Listen to contacts and build preference update strategies into …

A

campaigns

58
Q

Key point: Use automation and clean current data to achieve a…

A

1:1 personalization effect.

59
Q

What are the three levels of subscription management options?

A

Global Opt Out, Campaign Level Opt Out, Subscription Manager Page

60
Q

Checkboxes on a Subscription Manager page are prepopulated if…

A

Contact is subscribed

61
Q

Footers are required for all..

A

Subscription management options.

62
Q

Can you move the footer functionality into the header?

A

Yes.

63
Q

Where do you build headers and footers?

A

Assets: Component Library

64
Q

How can you quickly subscribe or unsubscribe people to groups using emails?

A

System Actions as Hyperlinks in Email Footers.

65
Q

What are two ways in which the Custom Preference Center experience is different from the out-of-the-box preference center?

A

Unique footer link to preference center; visitors can navigate to the URL organically

66
Q

3 places where Custom Subscription Data is stored.

A

Contact Table, Custom Objects, Email Groups

67
Q

Do custom objects impact on our 302 available data fields in a contact record?

A

No.

68
Q

Using the Contact Table to store preferences limits Insight reports to…

A

Segment reports

69
Q

Using the Contact Table to store preferences limits any…

A

Audit trail.

70
Q

What is a benefit of using the Contact Table to store preferences?

A

Easy integration with CRM system

71
Q

3 ways to update Contact Table records

A

Forms, list uploads, or CRM integration

72
Q

3 ways of updating Email Group records

A

Forms list uploads or CRM integration

73
Q

The biggest benefit of using Email Groups to store preferences is..

A

The System Shared Lists

74
Q

Highly complex subscription requirements can be

A

Custom objects

75
Q

Custom object reporting in Insight is available only for…

A

Those with Analyzer license

76
Q

When preferences are stored in custom object record fields, this is good for…

A

Additional segmentation

77
Q

A hybrid solution using Email Groups and Custom Objects to manage preferences leverages…

A

Data card services

78
Q

Custom Object Record services are a little bit like…

A

Form processing steps

79
Q

Normally the most sensible place to store your preferences is…

A

Email Groups

80
Q

2 options when building out a custom solution

A

Form Population Cloud App or Javascript/HTML

81
Q

The form population cloud app uses…

A

built in Eloqua functionality

82
Q

Where can form population cloud app pages reside?

A

Only on Eloqua landing pages

83
Q

Can you build email headers and footers from email group creation screens?

A

No

84
Q

What are the 3 Eloqua subscription statuses?

A

Subscribed, Unsubscribed, No Status

85
Q

Can a Marketing user build email groups?

A

No, it’s an Admin function.

86
Q

How do you get to email groups?

A

Settings: Setup

87
Q

Where is the logo on the subscription page managed from?

A

Settings: Company Defaults

88
Q

How are email groups ordered on the subscription page?

A

Alphabetically based on Eloqua system name for the group.