Effective Marketing with Custom Objects Flashcards
How can you think of custom data objects as a way of storing data?
Like a different kind of bank account.
Contact data are stored in….
Contact records
Past purchases are stored in…
Custom Objects
Event attendance is stored in…
Custom Objects
Extended preference data is stored in…
Custom Objects
what are the 3 trim levels of Eloqua?
Basic, standard and enterprise
What kinds of custom objects can you store in Basic trim level?
Purchase history and opportunity data
Each Custom Object is the _____ for a particular set of data and data fields.
Custom Object
A Data Card =
a Custom Object Record
When a new Custom Object Record is created E generates a new
unique (system) identifier
Each individual Custom Object in theory can have a maximum of __ fields
1024
Why wouldn’t you build 1024 fields against a Custom Object
slow performance
Recommended practice is to build out how many fields per custom object?
30
What is the system limit across all Custom Objects?
25 million Custom Object Records
There any be no more than _____ in any one Custom Object
5 million records
Use cases for Custom Objects
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
Custom Objects are really useful for _____ data
transactional
4 ways of interacting with Custom Objects
Manual or upload; Events Module; CRM; form submission
True or false? You can bring CRM data in to custom object records.
True.
True or false? Custom objects can be linked to an Account record.
True.
What do you usually use to map a Contact to a Custom Object Record?
An email address.
The _____ field is the field that forms the linkage between contact and COR
entity
It is best practices to make CORs ____ read-only. True or false?
True.
Where do you go in Eloqua to create a new Custom Object?
Contacts: Custom Objects
Custom Objects use a _____ interface
Eloqua 9
2 places to create custom object
shortcut on main screen, or Custom Object tab
Entity Type is used to choose…
Contacts or Companies
where do you add new fields?
tab in top right: “custom object record fields”
what kinds of fields can you add to custom object record?
add new field, add contact fields, add form field
How do you edit a field?
With the carrot-top
What are the four types of fields you can add as ‘new fields’ in Custom Object Records?
Text, large text, date/time, numeric, number
Number field must be…
Integer, negative numbers allowed
Numeric field must be…
Decimal field, up to 4 decimal places
What is data output format?
The way a date displays when used in field merges
true/false: you can add picklists to CORs
true
____ 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.
Header Fields
setting Unique Code Field as email address does what?
limits you to one Custom Object Record per contact.
where do you map email address?
in the email address field.
When can you edit the data type in a Custom Object Record?
When the Custom Object is empty.
Where do you upload Custom Object data?
Custom Object: Upload Custom Object Records
What types of files can you upload into custom data objects?
CSV or Excel files
You upload Custom Object Records through the…
Custom Object Record Upload Wizard
Where does the Custom Object Record Upload name appear?
In your confirmation email, and in reports available to your admin.
Map data cards should be selected when you upload Custom Object Records.True or false?
true
When you upload CORs, you need to choose to map? true or false.
true.
Uploading CORs creates net new contacts, but only with email address. True or false?
True.
The Custom Object is the…
umbrella
Under the Custom Object we have indivdual
CORs or data cards
According to an Experian study in 2013, what was the impact of personalizing promotional emails?
26% higher open rates and 41% higher click rates
True or false? Custom objects can be used to choose dynamic content.
True.
Where in emails can dynamic content be used?
the subject line or the body of the email.
In the case study using personalization with dynamic content in the subject line, what happened?
Open rate 192.17%, unique open rate 71.8%, click through rate 90.9%, unique click through rate 80.1%, average conversion rate 7%
Tip: inserting dynamic content in the subject line
Look out for the shape of the cursor! A pointer cursor indicates that the dynamic content is incompatible with subject line.
what kind of segment would you use for a birthday?
recurring segment
Dynamic Content does not provide granular reporting - how would you address this?
Separate emails on a campaign canvas.
Access Custom Objects to build what four kind of things in Eloqua?
Campaign Canvas, Segments, Dynamic Content, and Signature Rules
What other things can you use CORs in?
API calls, form processing, CO interface, Lead Scoring, Landing Pages, Program Builder, or Insight with Analyzer
Word of mouth is the factor for how much of purchasing decisions?
20-50% of purchasing decisions
What are benefits for advocates?
VIP treatment, swag, special events, access to company leaders.
What are 2 ways to populate an advocate segment?
Sales rep through CRM, form from website
Key points from advocate campaign
Invite advocates -> Capture advocate data -> Store data; cyclical process
Why push Custom Object data into CRM? (4 reasons)
Increase efficiency, reduce duplicate data, improve targeting and segmentation, provide detailed behavioral info
_____ is used to determine what data is being integrated with CRM, and how
Program Builder
In the advocate campaign, what pushes new and modified records to the Program?
The Custom Object
_____ are automation actions we can configure on a custom data objct
Data services
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