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Luminary Tenets > E10 - User Management > Flashcards

E10 - User Management Flashcards

1
Q

What are the user types?

A

Sales, basic marketing, advanced marketing, customer administrator, API

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2
Q

A ____ is any person who logs into Eloqua.

A

user

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3
Q

The ____ user has the least amount of permission.

A

Sales User

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4
Q

Sales users use E to:

A

access reports and work with sales enablement tools.

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5
Q

The ___ user has limited access to the application.

A

Basic Marketing User

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6
Q

The Basic Marketing User has access to the primary Eloqua asset types, including:

A

forms, emails, and landing pages.

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7
Q

True or false? The Basic Marketing user has access to data entities such as Custom Objects and Lead Scoring.

A

False.

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8
Q

The ____ user has liberal access to the application.

A

Advanced Marketing User

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9
Q

The Advanced Marketing User has access to all functions under the Contacts menu, like:

A

Custom Objects, Lead Scoring, and Data Tools.

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10
Q

the Advanced Marketing User has access to most areas of the application under the ____

A

Settings menu.

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11
Q

Under the Assets category of Settings, what can the Advanced Marketing User do?

A

Configure redirect links.

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12
Q

Under the Database category of Settings, what can the Advanced Marketing User do?

A

Create Programs.

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13
Q

From the Website category of Settings, what can the Advanced Marketing User do?

A

Set up Web profiling by configuring Page Tagging and Query Strings.

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14
Q

The ____ User has full access to the application.

A

Customer Administrator User

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15
Q

The Customer Administrator User can manage organizational structures such as…

A

folders and subscription groups

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16
Q

Which user type can configure microsite domains and tracking tools?

A

Customer Administrator User

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17
Q

The ____ User has access to system administration areas of Eloqua.

A

API User

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18
Q

You manage and control permission level by defining…

A

Security Groups

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19
Q

Key Security Groups are:

A

Active Users, Sales, Advanced Users Marketing, Basic Users Marketing, Customer Administrator, and API Users

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20
Q

A reference for which security groups have access to which assets is found in…

A

the Security Groups: Managing Asset Access document (provided with this course)

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21
Q

Which user types can configure Redirect Links?

A

Customer Administrator and Advanced Marketing User.

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22
Q

What are the two ways you can create users?

A

Individually or by uploading in bulk.

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23
Q

True or false. You can download all users.

A

True - but only if you’re the Customer Administrator User.

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24
Q

You use the _____ screen to create an individual user.

A

New User

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25
Q

How do you access the New User screen?

A

User Management page: Users down arrow: Add New User

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26
Q

What are the three required fields that contain a user’s information?

A

First Name, Last Name, Email Address

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27
Q

____ is a required field that is needed to log in to the application

A

User Name

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28
Q

The default value for User Name is…

A

FirstName.LastName

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29
Q

The default value for User Display Name is…

A

FirstName LastName

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30
Q

True or false. You save users in folders.

A

True.

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31
Q

To ensure password security, the Add Individual User screen has a radio button field:

A

User Must Change Password at Next Login

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32
Q

What field is used to enable or disable a user?

A

User Is Enabled?

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33
Q

The ____ option is active only if there have been a series of unsuccessful login attempts.

A

User Is Permitted Access?

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34
Q

There is a lockout setting that defines…

A

the number of unsuccessful logins before lockout.

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35
Q

The ____ field is used to ensure that Customer Administrators cannot modify or disable critical users.

A

Make User Visible for Customer Administrators?

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36
Q

True or false. You can set a time zone for individual users.

A

True

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37
Q

The ____ field forces users to change their password periodically

A

User’s Password Expires

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38
Q

The ____ section of the Add Individual User screen defines the system permissions a user will be granted

A

Security Groups Section

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39
Q

When a new user is saved, the user is automatically added to the _____ Security Group

A

Everyone Security Group

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40
Q

To use any functionality associated with the User Type, the user must have a ____ for that area of the application.

A

valid license

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41
Q

Licensing can be applied at….

A

the Security Group level or the individual user level.

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42
Q

Eloqua products a user can access include: _____, Eloqua Engage, Eloqua Profiler, Eloqua Reporting, and Eloqua Analyzer.

A

Eloqua Marketing Program

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43
Q

Eloqua products a user can access include: Eloqua Marketing Program, ____, Eloqua Profiler, Eloqua Reporting, and Eloqua Analyzer.

A

Eloqua Engage

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44
Q

Eloqua products a user can access include: Eloqua Marketing Program, Eloqua Engage, Eloqua Profiler, ____, and Eloqua Analyzer.

A

Eloqua Reporting

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45
Q

Eloqua products a user can access include: Eloqua Marketing Program, Eloqua Engage, Eloqua Profiler, Eloqua Reporting, and _____

A

Eloqua Analyzer.

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46
Q

The ____ helps you upload multiple users into the system

A

Upload Wizard

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47
Q

The _____ helps you get started with the Upload Wizard.

A

The User Upload Wizard Template.

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48
Q

From the User Management page, how do you access the Upload Wizard?

A

Users down arrow: Upload/Update Users

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49
Q

How many steps does the User Upload Wizard have?

A

6

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50
Q

Step 1 of the User Upload Wizard is…

A

Data File Upload

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51
Q

After Step 1 - Data File Upload - of the User Upload Wizard, what is Step 2?

A

Step 2 - Preview Data Source

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52
Q

Where can you examine the history of bulk user uploads on your Eloqua account?

A

Step 1 of the User Upload Wizard: View History

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53
Q

True or false. Selecting View History in the User Upload Wizard only shows you successful user uploads.

A

False - it also shows unsuccessful user uploads.

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54
Q

User Upload Wizard - after Step 2, Preview Data Source, where do you go?

A

Step 3 - Field Mapping

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55
Q

In Step 3 - Field Mapping, the standard Eloqua field is called…

A

Target Field

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56
Q

True or false. Date/Time data type fields can be set to different formats.

A

True.

57
Q

What are the two formats for Date/Time data type fields in User Upload Wizard?

A

The metric format or the European format.

58
Q

The European format for dates is…

A

DD/MM/YYYY

59
Q

In User Upload Wizard, after Step 3 - Field Mapping, what happens?

A

Step 4 - Preview Upload Data

60
Q

In User Upload Wizard, what does Step 4 - Preview Upload Data show?

A

The data of the first fifty rows.

61
Q

In User Upload Wizard, after step 4 - Preview Upload Data, what happens?

A

Step 5 - Summary

62
Q

If you want to send a User Upload notification to additional email addresses, what do you do?

A

Select “No” radio button in Step 5 - Summary of the User Upload Wizard, and add email addresses to the Additional Email Addresses to send email field.

63
Q

At Step 5 - Summary, how do you get to Step 6?

A

By clicking “Finish”

64
Q

What is Step 6 of the User Upload Wizard called?

A

Finished.

65
Q

How long can completion of the User Upload take?

A

Up to five minutes.

66
Q

In Step 6 of the User Upload Wizard, a status message is displayed which indicates that…

A

the update or upload process is underway

67
Q

After a User Upload, if _____ was enabled in the uploaded CSV field, a login email will be sent to each user corresponding to that row.

A

SendWelcomeEmail

68
Q

If SendWelcomeEmail was enabled but no password was indicated, what will be included in the login email?

A

A random, password

69
Q

How can you change all users in bulk?

A

Download all the users, update in Excel, and re-upload.

70
Q

From the User Management page, how do you get to Download Users?

A

Users down arrow: select Download Users

71
Q

How to define how your users see Contact data?

A

Set Contact Views

72
Q

You can set a default Contact View for:

A

New users, all users, or individual users

73
Q

To set Contact Views from the User Management Page, what do you click?

A

User Defaults and Settings menu

74
Q

Where do you select a default Contact View for all users?

A

User Defaults and Settings: Global Settings

75
Q

To set default Contact View settings for individual users

A

Global Settings: click Agent next to Contact View field

76
Q

The Company URL field in an Eloqua user is from the ______ section

A

General Info Sectioin

77
Q

True or false: Company URL can be added or modified after a user has been created.

A

True.

78
Q

A ___ notifies your sales users when individuals that meet certain criteria visit the website.

A

online visitor notification

79
Q

You can configure what elements of a visitor notification email?

A

Style and elements; triggers, rule, and schedule of the notification

80
Q

Email ____, ____, and ___ define the style of the notification email

A

Email format, subject, and branding

81
Q

True or false. In the notification email template, General Details is a mandatory element.

A

True.

82
Q

The General Details element of the visitor notification email includes ____, First Name, Last Name, Email Address, Company, and Pages Viewed.

A

Notification Name

83
Q

The General Details element of the visitor notification email includes Notification Name, ___, Last Name, Email Address, Company, and Pages Viewed.

A

First Name

84
Q

The General Details element of the visitor notification email includes Notification Name, First Name, ____, Email Address, Company, and Pages Viewed.

A

Last Name

85
Q

The General Details element of the visitor notification email includes Notification Name, First Name, Last Name, ____, Company, and Pages Viewed.

A

Email Address

86
Q

The General Details element of the visitor notification email includes Notification Name, First Name, Last Name, Email Address,____, and Pages Viewed.

A

Company

87
Q

The General Details element of the visitor notification email includes Notification Name, First Name, Last Name, Email Address, Company, and _____.

A

Pages Viewed

88
Q

The ____ element of the visitor notification email includes information defined by you by creating a Profile.

A

Visitor Profile

89
Q

In the Visitor Notification Email template, is the View Online Activity Link optional or mandatory?

A

Optional

90
Q

In the Visitor Notification Email, what element allows Sales users to examine historical information about the visitor’s activities?

A

The View Online Activity Link.

91
Q

What element allows Sales users to suppress email notifications for a specific visitor?

A

Disable Notification for this Visitor.

92
Q

True or false. The Disable Notification for This Visitor element is mandatory when setting up Visitor Notification emails.

A

False. It is an optional element.

93
Q

Where do you start configuring the Visitor Notification Email template?

A

From the User Management page.

94
Q

Where do you access the User Management page?

A

Settings: Setup: Administration: Users

95
Q

In short, are the four steps in defining a visitor notification template?

A

(1) Define (2) Identify (3) Create and select (4) Include sections

96
Q

What are the two things you need to define when setting up a visitor notification template?

A

Template name and subject line

97
Q

What are the 3 things you need to identify when setting up a visitor notification email template?

A

Email Format, Display Name, From and Reply-to Address

98
Q

What are the two things you need to create and select when setting up a visitor notification email template?

A

Profile and Branding

99
Q

What are the two sections you can include in a visitor notification email template?

A

Visitor Activity Report and Disable Notifications

100
Q

What do you need to access to start creating a new notification email?

A

Visitor Notification Configurations.

101
Q

From the User Management screen, how do you access Visitor Notification Configurations?

A

User Defaults and Settings down arrow

102
Q

In the New Visitor Notification screen, what do you do to begin?

A

Define the name of the notification.

103
Q

True or false: you can include field merges in visitor notifications.

A

True.

104
Q

To include a field merge in the subject line of a visitor notification, click the ____ bottom.

A

Insert Email Field.

105
Q

What formats can you choose for the Visitor Notification email?

A

HTML or text.

106
Q

___ is appropriate format for notifications being delivered to mobile devices.

A

Text

107
Q

If you are sending notifications primarily to sales reps, who might the email come from?

A

A senior sales executive.

108
Q

If the reply-to address email is not filled in, what will happen?

A

A standard system address will be used.

109
Q

True or false: you can create a profile view for visitor notification emails.

A

True.

110
Q

If you skip the Branding section, what happens in your visitor notification email?

A

The standard Eloqua notification images and text are included in the header and footer.

111
Q

A best practice for header naming is to..

A

name them properly so that sales users can distinguish the notifications.

112
Q

To create a new header, you need to access the ___

A

Component Library.

113
Q

The ______ Link includes information about a visitor’s form submissions, website visits, referrals, etc.

A

Visitor Activity Report

114
Q

To use the Disable Notifications for Specific Visitors feature, what does the Sales user require?

A

A valid Eloqua login.

115
Q

Who can use the Disable Notifications for Specific Visitors feature?

A

Only the user that set up the notification and the user who received it.

116
Q

To manage triggers, rules, and schedules for visitor notification emails, what do you need to access?

A

The Visitor Email Notification Configuration section

117
Q

To begin configuring Visitor Email Notifications, what do you click?

A

In the tree view, click the down arrow next to the user for whom the notification is to be set.

118
Q

In the submenu next to users in the tree view, what do you click to configure Visitor Email Notifications?

A

Visitor Notifications.

119
Q

What is displayed when you click Visitor Notifications for a user?

A

The list of visitor email notifications that are set up for this user.

120
Q

If you want the notification to become active as soon as you’ve saved it, click the ____ checkboxl

A

Enabled.

121
Q

How do you suppress visitor notification emails and only use visitor notifications for reporting purposes

A

By checking the “check if you only want to use the Visitor Notification for reporting purposes” checkbox.

122
Q

What is the email address of notification recipient populated with?

A

The email address in the user’s profile.

123
Q

Can you change the email address an email notification is sent to for a user?

A

Yes.

124
Q

In New Visitor Notification, where do you select, edit, or create a notification template?

A

In “Notification Content Configuration”

125
Q

The ____ setting defines what triggers the notification.

A

Define Triggers

126
Q

To create a trigger, select the logic to be applied from the ___ menu.

A

“Send notification when visitor(s) meets” pulldown menu.

127
Q

True or false: in “Send notification when visitor(s) meets” you can use AND, OR, or custom logic.

A

True.

128
Q

True or false: you can schedule notifications to occur only during scheduled times.

A

True.

129
Q

Where do you customize the logic of visitor notification criteria?

A

In Advanced Logic String.

130
Q

What are 3 types of content you could include in a Custom Row in a Visitor Notification email?

A

A link to the visitor record in the CRM, a field merge, or text.

131
Q

True or false. A custom row has a label.

A

True.

132
Q

What report provides detailed information about the usage stats of each user?

A

Agent Online History

133
Q

New customers can examine the Agent Online History report to _____

A

assess adoption across their team.

134
Q

Managers can use the Agent Online History report to ____

A

justify another hire.

135
Q

Where is the Agent Activity Overview dashboard?

A

Dashboard down arrow

136
Q

The __ shows detailed information about the Welcome Email

A

Welcome Email History report

137
Q

Where can you find the Welcome Email History report?

A

Users down arrow

138
Q

What shows what licenses have been assigned and to which users?

A

License Usage Overview Report

139
Q

Where do you find the License Usage Overview report?

A

Users dropdown arrow

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