Eloqua Fundamentals NH Flashcards
What are the different ways to create a new Segment?
- Use a blank Segment 2. Use a Segment Template and add building blocks 3. Copy an existing Segment and modify it
What are the building blocks of a segment?
- Individual contacts 2. Lists with multiple contacts 3. Filters used to dynamically find individuals who fit certain criteria
What are included contacts?
These are contacts that should receive the communication and should be included in the campaign
What are excluded contacts?
These are contacts that should not receive the communication and should excluded in the campaign?
What is the maximum number of Contact Fields?
300+
List example of Contact Fields
Email Address First Name Last name Business Street Address
Who can create New Contact Fields?
Eloqua Administrators
In which two area can you view Contact Fields?
- Contact Record - Setup Area
Do the header row names need to be an exact match for the Eloqua Contact fields
No.
What happens if your. csv file has one row missing an email address?
Eloqua will skip that row (contact)
What do you do if your file contains non-western (double-byte) characters?
Save as .xls or Unicode text file, then treat it exactly as though it were a .csv
A filter that ten criteria combined to locate your target audeince should be ______ .
shared
When should you use a local filter?
- A filter that is specific to a single campaign.
You want to serach for all managers in your databases. Which function within your criteria will you use to broaden your search?
Contains
What is the maximum number of criteria you can use in a filter?
15
What type of criteria should you use to find people who opened a particular email?
Activity
T or F: A segment and a filter are the same thing.
False.
What is the difference between a shared list and shared filter?
- Shared list - Static - Shared filters - Dynamic
Your need to send an email to a Key Segment. You choose to add a pre-created Shared Filter with a few changes. Should you use the shared version or the local version?
Typically, Local, unless you are making changes that should be applied universally.
Anyone that requested that you not send them any more emails are called _____ .
Unsubscribes
Invaild email addresses or domains are called _____ .
Hard Bouncebacks
Unsubscribes and hard bouncebacks should not be sent because ______ .
It hurts your Sender Score.
Soft Bouncebacks are
good email address that can not receive the email due because their server is down or inbox is full. It is a temporary.
What is Eloqua threshold to turn a soft bounce to a hard bounce?
There is none.
What are the ways you can manage exclusions of contacts?
- System Excludes - Master Excludes - Segment Excludes
System Excludes consist of contacts that:
- Opted out of Email Subscription - Marked The email as Spam - Incorrect Email Address (Hard Bounceback)
How are System Excludes Managed?
Automatically and Dynamically by the Eloqua System for every instance of Eloqua and applied universally.
When will Systems Excludes not be applied?
When the email is an auto-responder email.
How are the System Excludes implemented?
Through Email Groups.
What are Master Excludes?
Contacts who should never receive an email for any campaigns: For example, competitors.
How are Master Excludes Managed?
Created and Managed by the Eloqua Administrator.
How are the Master Excludes implemented?
Implemented by identifying the excluded contacts in the Master Excludes Area.
Will contacts part of the Master Excludes receive auto-responder emails?
No. They will not receive any emails.
What are Segment Excludes?
Contacts that should be included in specific campaigns.
Who managers Segment Excludes?
Created and Managed by the Power Users.
How are Segment Excludes implemented?
They are added or creating an asset and setting it to be excluded from the segment.
To see the accurate Segment size reflecting all contacts who will actually receive an email, you should rely on _____ .
Segment Excludes.
Where would you navigate to see the Image library?
Component Library.
What is mandatory when saving an email?
Email groups
What is automatically added to any email when you assign the Email Group?
Header and Footer Assignment with the email group.
Identify whether to use direct or redirect link for the following situations: A) Blog Post of a third-party post B) Pricing Page that part of your corporate website C) Landing Page created in Eloqua
A) Redirect. The report will not have tracking script particular to your install. B) Direct. All pages of your corporate website will have tracking script added. C) Direct. All landing pages create inside Eloqua will have tracking script added.
Name of the components found in the Components Library.
Images File storage Hyperlinks Field Merges Email Headers Email Footers Shared Content Dynamic Content Signature Layout Signature Rule
Define the component: File Storage
File storage is designed to hold files, such as PDF or JavaScript files. These links are embedded into email for access.
Define the component: Hyperlinks
Hyperlinks are used to link images, pages, and emails to landing pages, content assets (whitepaper, use cases, videos), events, and Forms.
Define the component: Field Merges
Field Merges are used to draw information for contact records. This data is used to personalize an email such as First Name.
Define the component: Email Headers
Email headers are used to provide additional information and links for your recipients. You can add a header to an email from the setting window for the email.
Define the component: Email Footers
Email footers are used to provide additional information and links to your recipients. you can add a footer to an email from the Setting Windows for the email.
Define the component: Shared Content
Shared Content is resueable content snippet that you can create once and then reuse in different emails. You can include and format text, images and hyperlinks.
Define the component: Dynamic Content
Dynamic Content allows for different email content to be substituted depending on rules and associated content.
Define the component: Signature Layout
Signatures allow you to attach sender identity information to an email template or HTML email; including picture and personal information.
Define the component: Signature Rule
Signature Rule sets up automated rules for how different signatures and applied in email depending on the criteria set.
Email Groups are used to ______, ______, and are ______.
control default settings for headers and footer and subscription management provide email reporting mandatory
When does Eloqua Track an email open?
When images are downloaded with in that email using a small transparent GIF image at the end of each email.
Eloqua will not count an email open when ____ .
an email client is blocking images from being downloaded.
Direct links are ____ .
links to files and websites that having tracking enables using Eloqua’s tracking script. Ex. Corporate Website link
Indirect links are _____.
links to files or website that need external tracking to be applied. A redirect momentarily sends a visitor to the eloqua.com domain and then redirects them the actual web destination. Ex. a partner’s website or third party blog.
Define “click to open”.
Click to Open is the ratio of opens to click-throughs within an email.
What can be configured from the Email Settings area?
- Subject Line - Email Group - Preview text - From Name / Sender Name - From Address / Sender Address - Reply-to Fields (Name / Address) - Email Header and Footer - Bounceback Address - Encoding Ex. Unicode /UTF - 8
What setting can be set from the Design Editor?
- Name - Send Plain-Text only - Enable Email Tracking
T or F : Text font and color are definded from the email style tab and cannot be edited.
False.
T or F: Images can be uploaded to Eloqua from the Design Editor using the Image Properties.
True.
T or F: Shared Content can into also be inserted in the Subject Line to increase engagement.
False.
T or F: Header and footers selection is not permanent like Email Group and they can be replaced or edited.
True.
Who can create and edit templates in your Eloqua install?
Advanced Marketing Users Admins Security Groups that are granted access
Who can use email templates that are already created in the Template Gallery?
All Marketing Users
What do you need to do when you copy and email?
Assign it to an email group Rename the email Change the subject line
Template or Copy and modify? An Email Invitation that will be re-purposed as an email reminder.
Copy and modify since it will be re-purposed only once or twice.
Template or Copy and modify? A newsletter email that will be sent every month.
Template as it will be re- purposed repeatedly by many users.
T or F: Previewing an email allows you to check for hyperlinks.
False. Previewing an email allows you to check for personalization, images and content but not links.
T or F: Headers and Footers cannot be edited while editing the plain-text version of an email using the Design Editor.
True. Plain-text versions of header and footer information can be edited from the Component Library.
Which email send method does not count toward reporting?
Test Send. The email send is meant for proofing and editing and therefore has no reporting associated.
T or F: If someone who is globally unsubscribed from all emails submits a form, they will receive the auto - responder email.
True.
T or F: You should set up Field Level validation as well as the validation failure page.
True.
Define: Validation Failure page
The Validation Failure Page is a safety net is case there is an error and the field validation falls to trigger.
T or F: First Name should not pre-populate in a form.
False. First name should be set to pre-populate informs.
T or F: There should be a default in the Name field.
False.
What does a marketers want to happen after a prospect submits a form?
Data is written to the database and makes it easy to segment in the future.
When a prospect registers for a webinar, what should happen next?
An immediate confirmation email sent within a few minutes of registration.
What are the option for Send submitter an Email Form Processing step?
Always send the same email Use a picklist to select the email Use the value of a form field to select the email
When would a marketer or Sales want to have an immediate notification of each form submission?
A Contact Me Now form submission An event with a head count limit Anything that requires immediate follow-up or attention
Does the form data automatically write to the Eloqua contact table?
No. You must add the Update Contact with Form Data Processing Step.
A brand new contact submits a form. The form has the “send submitter an email” processing step set up but no other processing steps. Will the submitter receive the email?
No email will be sent because this contact was not created in the database. There is no Update contact with Form Data in place.
Which two processing steps are used to thank the submitter for their interest?
- Send Submitter an Email - Redirect to Web Page
Where do you need to click before setting up any processing steps so that the system correctly identifies the email address?
Click the @ symbol to match the email address form field to the email address key field ( this field is used to search for existing Contact Records in the database).
T or F. You add a new from field and processing step to a form that live on multiple landing page. These updates will appear automatically.
True.
T or F. Every landing page needs to use a different microsite.
False.
Why might you need HTML for the visitor facing side of your form?
To embed a form on a corporate or partner site that does not live inside of Eloqua.
Where do you find the HTML for a form?
Actions drop down menu > View Form HTML
List the ways a form can be added to a landing page.
- Build a landing page in Eloqua, add a Form block and then click Insert Form. - Grab form HTML from the Form Setting area and insert HTML onto web page - Build form outside of Eloqua entirely and link into Eloqua as an external Form.
T or F: A campaign can only have one segment
False. Multiple segments can be added as the starting point for a campaign and/or have segments attached in later steps.
What are Decisions and what are the based on?
Decisions are yes and no questions based on Activities and data points such as email click throughs form submission and contact field values.
Why are the campaign meta data fields of product, region and campaign Type important?
They allow you to filter and view dashboards based on these data points.
Why are naming conventions important?
For reporting and organizing.
T or F: It is possible to add an additional Segment to a batch send after the original activation.
False.
You want your segment to check for new members hourly. Can the campaign be configured to allow members to enter more than once?
No. You will get a draft error if you try and combine regularly and re-enter.
What symbol appear on the “Submitted Form?” step when you set and evaluation period?
A clock symbol
What is the visual indicator that a step has been configured?
It changes color from grey and the number of draft errors goes down.
What is a wait step?
It is the time which Eloqua waits before the next action is applied to all contact in the path. It a pause for everyone on that path.
An evaluation period allows some people to move forward immediately and give others more time. Who is allowed to move forward immediately?
Members on the “Yes” path move forward immediately. Members who do not meet the Decision criteria for “Yes” will continue to cycle in the evaluation and be constantly re-evaluated until the Evaluation period expires.
Which reporting option allows you to easily filter based on campaign meta data?
Campaign Dashboard
T or F: Insight Reports are updated with Data within 24 hours.
True.
What do you need to do if you need real time reporting data?
Check the asset operational reports.
Name some reasons why you would need to edit a campaign
- Add Segments - Update assets - Revise timing - Rearrange Flow - Incorporate larger campaign/program strategy
Which statuses do not allow edits?
The Activate and Scheduled statuses must be changes to Draft mode to make edits. Edits can never be made in Completed status.
