Effective Marketing with Custom Objects Flashcards

1
Q

How can you think of custom data objects as a way of storing data?

A

Like a different kind of bank account.

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2
Q

Contact data are stored in….

A

Contact records

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3
Q

Past purchases are stored in…

A

Custom Objects

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4
Q

Event attendance is stored in…

A

Custom Objects

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5
Q

Extended preference data is stored in…

A

Custom Objects

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6
Q

what are the 3 trim levels of Eloqua?

A

Basic, standard and enterprise

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7
Q

What kinds of custom objects can you store in Basic trim level?

A

Purchase history and opportunity data

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8
Q

Each Custom Object is the _____ for a particular set of data and data fields.

A

Custom Object

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9
Q

A Data Card =

A

a Custom Object Record

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10
Q

When a new Custom Object Record is created E generates a new

A

unique (system) identifier

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11
Q

Each individual Custom Object in theory can have a maximum of __ fields

A

1024

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12
Q

Why wouldn’t you build 1024 fields against a Custom Object

A

slow performance

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13
Q

Recommended practice is to build out how many fields per custom object?

A

30

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14
Q

What is the system limit across all Custom Objects?

A

25 million Custom Object Records

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15
Q

There any be no more than _____ in any one Custom Object

A

5 million records

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16
Q

Use cases for Custom Objects

A

attendance history, product usage data, ecommerce purchase data, opportunity data,
Warranty Registrations of products, Survey responses, Products purchased, Subscription expirations, menu choices at a conference, lead source

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17
Q

Custom Objects are really useful for _____ data

A

transactional

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18
Q

4 ways of interacting with Custom Objects

A

Manual or upload; Events Module; CRM; form submission

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19
Q

True or false? You can bring CRM data in to custom object records.

A

True.

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20
Q

True or false? Custom objects can be linked to an Account record.

A

True.

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21
Q

What do you usually use to map a Contact to a Custom Object Record?

A

An email address.

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22
Q

The _____ field is the field that forms the linkage between contact and COR

A

entity

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23
Q

It is best practices to make CORs ____ read-only. True or false?

A

True.

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24
Q

Where do you go in Eloqua to create a new Custom Object?

A

Contacts: Custom Objects

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25
Q

Custom Objects use a _____ interface

A

Eloqua 9

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26
Q

2 places to create custom object

A

shortcut on main screen, or Custom Object tab

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27
Q

Entity Type is used to choose…

A

Contacts or Companies

28
Q

where do you add new fields?

A

tab in top right: “custom object record fields”

29
Q

what kinds of fields can you add to custom object record?

A

add new field, add contact fields, add form field

30
Q

How do you edit a field?

A

With the carrot-top

31
Q

What are the four types of fields you can add as ‘new fields’ in Custom Object Records?

A

Text, large text, date/time, numeric, number

32
Q

Number field must be…

A

Integer, negative numbers allowed

33
Q

Numeric field must be…

A

Decimal field, up to 4 decimal places

34
Q

What is data output format?

A

The way a date displays when used in field merges

35
Q

true/false: you can add picklists to CORs

A

true

36
Q

____ hold information for the entire set, and are typically used for information such as Date, Time or Location. A ‘Group By’ field should be used if there is more than 1 session, to indicate how sessions are grouped.

A

Header Fields

37
Q

setting Unique Code Field as email address does what?

A

limits you to one Custom Object Record per contact.

38
Q

where do you map email address?

A

in the email address field.

39
Q

When can you edit the data type in a Custom Object Record?

A

When the Custom Object is empty.

40
Q

Where do you upload Custom Object data?

A

Custom Object: Upload Custom Object Records

41
Q

What types of files can you upload into custom data objects?

A

CSV or Excel files

42
Q

You upload Custom Object Records through the…

A

Custom Object Record Upload Wizard

43
Q

Where does the Custom Object Record Upload name appear?

A

In your confirmation email, and in reports available to your admin.

44
Q

Map data cards should be selected when you upload Custom Object Records.True or false?

A

true

45
Q

When you upload CORs, you need to choose to map? true or false.

A

true.

46
Q

Uploading CORs creates net new contacts, but only with email address. True or false?

A

True.

47
Q

The Custom Object is the…

A

umbrella

48
Q

Under the Custom Object we have indivdual

A

CORs or data cards

49
Q

According to an Experian study in 2013, what was the impact of personalizing promotional emails?

A

26% higher open rates and 41% higher click rates

50
Q

True or false? Custom objects can be used to choose dynamic content.

A

True.

51
Q

Where in emails can dynamic content be used?

A

the subject line or the body of the email.

52
Q

In the case study using personalization with dynamic content in the subject line, what happened?

A

Open rate 192.17%, unique open rate 71.8%, click through rate 90.9%, unique click through rate 80.1%, average conversion rate 7%

53
Q

Tip: inserting dynamic content in the subject line

A

Look out for the shape of the cursor! A pointer cursor indicates that the dynamic content is incompatible with subject line.

54
Q

what kind of segment would you use for a birthday?

A

recurring segment

55
Q

Dynamic Content does not provide granular reporting - how would you address this?

A

Separate emails on a campaign canvas.

56
Q

Access Custom Objects to build what four kind of things in Eloqua?

A

Campaign Canvas, Segments, Dynamic Content, and Signature Rules

57
Q

What other things can you use CORs in?

A

API calls, form processing, CO interface, Lead Scoring, Landing Pages, Program Builder, or Insight with Analyzer

58
Q

Word of mouth is the factor for how much of purchasing decisions?

A

20-50% of purchasing decisions

59
Q

What are benefits for advocates?

A

VIP treatment, swag, special events, access to company leaders.

60
Q

What are 2 ways to populate an advocate segment?

A

Sales rep through CRM, form from website

61
Q

Key points from advocate campaign

A

Invite advocates -> Capture advocate data -> Store data; cyclical process

62
Q

Why push Custom Object data into CRM? (4 reasons)

A

Increase efficiency, reduce duplicate data, improve targeting and segmentation, provide detailed behavioral info

63
Q

_____ is used to determine what data is being integrated with CRM, and how

A

Program Builder

64
Q

In the advocate campaign, what pushes new and modified records to the Program?

A

The Custom Object

65
Q

_____ are automation actions we can configure on a custom data objct

A

Data services

66
Q

(need to continue from slide 66)

A

(need to continue from slide 66)