Events in the Cloud Flashcards
What is a Query Attendance Form Tool?
description TK
What is an All Viewers Feeder Form Tool?
description TK
The ____ is a specialized area within Eloqua that manages all event related assets, tasks, and details.
Event Module
The Event Module allows users to set up automated actions that execute based on…
Triggers
Sending reminder emails and adding contacts to wait lists are two examples of _____ in the ______
automated actions in the Event Module
The three areas of Eloqua that provide workflow automation are:
(1) Program Builder, (2) Campaigns, (3) Event Module
The ____ provides a dedicated user area that displays event and session details
Event Module
A unique object that can store registrant data and event attendance history is a…
Custom Object Record
True or false: the Event Module provides access to Custom Object Records
True
Is it a good idea to leverage all three areas of Eloqua (programs, campaigns, and the Event Module) to optimize event automation?
Yes
Which level of Eloqua is the Event Module available in?
Team / Enterprise
Some types of events you can manage through the Event Module are: webinar registrations, recurring online product demos, on-site seminars, in-class training sessions in multiple locations, user groups, conferences, software trial programs, and _________.
customer or employee events.
Some types of events you can manage through the Event Module are: webinar registrations, recurring online product demos, on-site seminars, in-class training sessions in multiple locations, user groups, conferences, _______, and customer or employee events.
software trial programs
Some types of events you can manage through the Event Module are: webinar registrations, recurring online product demos, on-site seminars, in-class training sessions in multiple locations, user groups, ________, software trial programs, and customer or employee events.
conferences
Some types of events you can manage through the Event Module are: webinar registrations, recurring online product demos, on-site seminars, in-class training sessions in multiple locations, _______, conferences, software trial programs, and customer or employee events.
user groups
Some types of events you can manage through the Event Module are: webinar registrations, recurring online product demos, on-site seminars, _________, user groups, conferences, software trial programs, and customer or employee events.
in-class training sessions in multiple locations
Some types of events you can manage through the Event Module are: webinar registrations, recurring online product demos, _______, in-class training sessions in multiple locations, user groups, conferences, software trial programs, and customer or employee events.
on-site seminars
Some types of events you can manage through the Event Module are: webinar registrations, ___________, on-site seminars, in-class training sessions in multiple locations, user groups, conferences, software trial programs, and customer or employee events.
recurring online product demos
Some types of events you can manage through the Event Module are: ________, recurring online product demos, on-site seminars, in-class training sessions in multiple locations, user groups, conferences, software trial programs, and customer or employee events.
webinar registrations
Three main parts of the event management workflow are:
the Campaign, the Form, and the Event Module.
What is responsible for sending the event invitation?
The Campaign.
What is responsible for checking for event registration?
The Campaign.
What is responsible for sending the “Still Time” email?
The Campaign.
What automates the process of evaluating attendance?
The Campaign.
What sends follow-up emails post-event?
The Campaign.
For an event, the campaign process is divided into two separate campaigns. Name them.
The Invitation Campaign and the Follow-up Campaign.
Why are two campaigns necessary to manage an Event?
To prevent duplicate campaign members in a single campaign.
What is responsible for triggering the execution of one or more Cloud Connectors?
The Registration Form.
The Form Tool is a _______
Cloud Connector.
The _________ automatically runs whenever the Registration Form is submitted
Form Tool
Submitting the Registration Form fires a ______ which reposts the submitted form data to Eloqua’s connector portal, and then sends it to the third-party webinar service provider to be registered.
processing step
Submitting the Registration Form fires a processing step which reposts the submitted form data to Eloqua’s _______, and then sends it to the third-party webinar service provider to be registered.
connector portal
In the Event Module, when the registration form is submitted, a registrant is created in the ____
event.
True or false: an event may have one or multiple sessions.
True.
The Registration Form maps the registrant to….
the right session.
The _______ is responsible for tracking registrations.
Event Module
What is responsible for sending internal notifications and event reminders?
The Event Module
What is responsible for managing wait lists?
The Event Module
A ______ provides space outside of the contact record to store event attendance history
Custom Object Record
Can you segment based on data in Custom Object Records?
Yes
Details stored in the Custom Object Record can be used for later ________ and _______.
segmentation and nurturing.
A suggested workflow for event building is (1) create form, (2) create event, (3) create assets, (4) configure campaign, (5) ______.
set up form tools
A suggested workflow for event building is (1) create form, (2) create event, (3) create assets, (4) _______, (5) set up form tools.
configure campaign
A suggested workflow for event building is (1) create form, (2) create event, (3) _______, (4) configure campaign, (5) set up form tools.
create assets
A suggested workflow for event building is (1) create form, (2) _______, (3) create assets, (4) configure campaign, (5) set up form tools.
create event
A suggested workflow for event building is (1) ______, (2) create event, (3) create assets, (4) configure campaign, (5) set up form tools.
create form
Form fields for an event registration should include ______
session selection fields
Processing steps for an event registration should include
steps to update event registration and execute cloud connector
Assets for events in the cloud include (1) emails, (2) event header field merges, and (3) _________.
shared lists of registrants and attendees.
Assets for events in the cloud include (1) emails, (2) _______, and (3) shared lists of registrants and attendees.
event header field merges
Assets for events in the cloud include (1) ____, (2) event header field merges, and (3) shared lists of registrants and attendees.
emails
An easy way to begin your Event building process is to create the _____.
Registration Form.
The ______ is the glue that holds the entire Event workflow together.
Registration Form
The ____ is responsible for creating a new registrant in the event
Registration Form
The ____ is responsible for populating registrant data in the event
Registration Form
The ______ is responsible for launching the Register Cloud Connector
Registration Form
The _____ is responsible for passing the registrant into the campaign
Registration Form
A ______ is created when the Registration Form is submitted
Custom Object Record
One ______ is created per event registrant
Custom Object Record
When a Custom Object is used to store data that is not related to an event, it is referred to as a ______
Custom Object.
When a Custom Object is used to store data related to an event, it is referred to as a ____ or ______.
COR or Custom Object Record
Custom Objects are unique ____ which store fields of data
objects
Custom Objects are unique objects which store ______
fields of data
The data stored in a Custom Object is not part of the _____
contact table
How many contact fields can be stored in a Contact Record?
250
Multiple Custom Object Records are referred to as a
Custom Object Record
In relation to an event, a Custom Object Record would include…
all registrants for a particular event.
If an Event has three session options, _______ would belong to the Custom Object Record.
all registrants combined
If an Event has three session options, all registrants combined would belong to the ________.
Custom Object Record.
COR’s have ____ or ____ data card fields.
standard or custom data card fields.
True or false: CORs can be linked to contacts?
True.
Can you look up a linked contact record from an event?
Yes.
Form fields, Contact Fields, and Custom Object Record fields are all unique sets of fields on …
different objects.
With form fields, contact fields, and custom object record fields, does Eloqua allow you to map data from one object to another?
Yes.
When creating a registration form, what are your two registration options?
To create a single session event or to create a multiple session event.
For multisession events, some form fields return data to Eloqua in a manner that does not allow for mapping to the event. Which field type is recommended?
The Single Check Box.
The trick to making Single Checkboxes conditionally place a registrant in the right event session involves the use of….
Hidden fields.
Field types which return multiple values in one form field cannot be used to map users to multiple events because….
it breaks the mapping between the Form Session Selection Field and the Event Session.
Does a multiple picklist return multiple values in one form field?
Yes.
Does a single checkbox return multiple values in one form field?
No.
Does a Check Boxes field return multiple values in one form field?
Yes.
An easy way to ensure that form values and session names match is to use a _____ to populate the event sessions.
Session Select List
Because the “On” value in a single check box does not match the name of a session, the solution is to create _______, one per session, that are prepopulated with values equal to the session names.
hidden fields
The ____________ processing step conditionally passes each hidden field to the session select list field in the event.
Update Event
When setting up a multisession event, you should add a ______ per session to your form.
Hidden field, pre-populated with the session name.
As a best practice, label hidden fields with ________
“Hidden” in the field name.
In event registrations with multiple sessions, how many “Update Event Registration” processing steps do you need in your form?
One for every session selection check box
In multi-session events, the “Update Event Registration” processing step for each session selection checkbox should be configured to map the ____ to the __________ on the event.
map the hidden field to the session selection list field on the event.
In multi-session events, make the “Update Event Registration” processing step for each session selection checkbox _______
Conditional.
When a multi-session event registration form is submitted, any session checked by the registrant will submit a value of ___ and will trigger the form processing step to create a __________.
On, and will trigger the form processing step to create a new Custom Object Record in the selected session.
How many processing steps can you include on your registration form?
As many as you need depending on the use case.
The two processing steps that must be included for a form to function properly with an event are: (1) ______ and (2) Post Data to Server
Update Event Registration
The two processing steps that must be included for a form to function properly with an event are: (1) Update Event Registration and (2) _____
Post Data to Server.
The Update Event Registration form processing step sends data to the ______
Event Module.
The Post Data to Server form processing step in an event registration module sends the registration to the ________ Form Tool (the ________)
Register Attendee Form Tool (the Cloud Connector).
The ______ must be configured in advance of the Post Data to Server / Send to Cloud Connector processing step.
Form Tool
Why must the Form Tool be configured in advance of the Post Data to Server / Send to Cloud Connector processing step?
To generate the URL that will be included in the setup of this processing step.
Every session in a multi-session event must have its own processing steps to:
(a) Update Event Registration / Send to Event Module and (b) Post Data to Server / Send to Cloud Connector
The Post Data to Server / Send to Cloud Connector processing step sends registrants to your….
webinar solution.
Multisession events are best managed by configuring one _______ per session.
Form Tool.
As a best practice, add ______ to your processing steps.
descriptions
The one key task that the Event Module cannot perform is…
sending the initial invitation.
Event functions are triggered only after…
a registrant submits the form.
Use a campaign to _______ and to __________.
automate the sending of the invitation, and to evaluate whether there has been a registration.
The ___ executes automated actions such as sending reminders and creating wait lists.
Event Module
There are four categories to the Event: (1) _______, (2) Registrant Info, (3) Event Details, (4) Event Actions.
Event Overview
There are four categories to the Event: (1) Event Overview, (2) ________, (3) Event Details, (4) Event Actions.
Registrant Info
There are four categories to the Event: (1) Event Overview, (2) Registrant Info, (3) ______, (4) Event Actions.
Event Details
There are four categories to the Event: (1) Event Overview, (2) Registrant Info, (3) Event Details, (4) ______.
Event Actions.
The ______ section of the Event Module provides general event information at a glance, such as all the sessions and the total number of registrants.
Event Overview
The ___ section of the Event Module provides registrant information as it was submitted through the form
Registrant Info
Each form field of an event registration form is mapped to….
an event field.
Fields may be added to the Registrant Info category of an Event by ________ or by adding ________
linking an Eloqua form or by adding Custom Fields.
In the Event module, Custom Fields display in…
the event only.
Custom Fields in an Event Module can be used for mapping and saving non-form-related information - for example…
cloud connector event information like Minutes Attended, or an Event ID.
Special Fields in the Registrant Info category of the event determine if…
…a registrant is able to register for multiple sessions in the event.
In the Registrant Info category of the event, choosing the Email Address or the [select field] option in Special Fields does what?
Limits the registrant to one session in the event.
In the Registrant Info category of the event, choosing the Eloqua Identifier option in Special Fields does what?
Allows Eloqua to create a unique COR per session for the contact, and allows registration for multiple sessions.
The ___ section of the Event Module captures the details for the event.
Event Details
Each event session has ______ which define the unique session information.
Header Fields
To add multiple sessions in the Event Details section of the Event Module, use the _____ radio button at the top of the screen to Organize By, and then choose a _____.
use the Multiple Session radio button at the top of the screen to Organize By, and then choose a select list.
The registration form should map to the same _________ as the Event Details section of the Event Module. Why?
session select list. It’s important for placing new registrants in the right session of the event.
Event Actions are configured much like…
…processing steps on a form.
Event Actions provide options for creating a wait list, sending notifications to organizers, and ________.
segmenting registrants.
Event Actions provide options for creating a wait list, _________, and segmenting registrants.
sending notifications to organizers
Event Actions provide options for _________, sending notifications to organizers, and segmenting registrants.
creating a wait list
______ provide options for creating a wait list, sending notifications to organizers, and segmenting registrants.
Event Actions
How to create a new Event?
Main Menu: Set Up: Website category: Events
True or False: the Event Module controls all email communications including invitations, reminders, and follow-up emails.
False.
Your Event has four editable areas. Which area allows you to edit the Special fields? (1) Event Overview (2) Registrant Info (3) Event Details (4) Event Actions
(2) Registrant Info
A comprehensive asset checklist for events is found in…
the Template Configuration Guide available at Campaign Launchpad . . . Eloqua Best Practices . . . BP Basic Event Template.
A confirmation email for an event will include _____ field merges.
Event Header
Of the six emails required in a typical webinar event campaign, only the ______ and the _____ emails require event field merges to communicate the session related information.
the Confirmation and the Reminder emails
Updating the form mappings involves mapping steps in the ______________.
Update Event Mapping processing step.
Once an event is selected for mapping, there are three ________ and three ______ that automatically map to the event.
three check box fields and three hidden fields
To set up conditional processing based on which check box has an On value, you must clear the __________
automatic associations between the check box fields and the hidden fields, and the event.
The Confirmation and Reminder emails are sent through the ____
Event Module.
The Invite, Still Time, Sorry We Missed You, and Thank You For Coming emails are sent through the….
campaign.
Where do you have some challenges with the Confirmation email?
If you want to automatically include a “join URL” in the body.
What are four workarounds to manage the timing of the join URL and the Confirmation email?
(1) Create programs to manage timing. (2) Allow the webinar service to send the confirmation email. (3) Use Redirect to Webpage to share immediate details about the event. (4) Send a confirmation email from Eloqua but include only the generic web link for the event.
To create reminders that include session-specific information, you have two options: the ________ fields and the ______ fields.
Event Session fields and the Event fields.
The Event Session fields pull information from…
the event itself.
The Event fields pull information from….
Form fields.
To create reminders that include session-specific information, you have two options: the Event Session fields and the Event fields. Which is the recommended option and why?
The Event Session fields, becuase they pull information from the event itself.
To test your registration form and its mapping to the event, you need a: ____________
published landing page.
How do you conduct test submits of your form?
Click the displayed URL in the Landing Page Editor on the top tool bar.
What is the first thing to do with the form’s Update Event Registration processing step?
Double-click on each session form field and click Clear - to remove any mapping between the form fields and event.
You should have one __________ form processing step for each session in a multi-session event
Update Event Registration
Where in Eloqua do you create field merges, such as event email header field merges?
In the Component Library.
Once in the component library, to create event email header field merges, you (1) select Field Merge from the left side bar, (2) click “New” from the blue bar at the top of the screen, and (3):
Click the radio button next to Event Session Fields, and select your event from the drop-down menu.
The _____ Event Action sends the confirmation email
New Registration
The ______ Event Action sends a reminder the day before the event.
1-Day Reminder
Can the 1-Day Reminder be changed to a 2-Day Reminder?
Yes.
Can you specify the time an email is deployed from within the Event Action Configuration window?
No, you need to do it while configuring the Send Email Batch processing step.
Two places you can specify the time an Event email is deployed are…
the Send Email Batch processing step, or the event processing step Add to Step in Program Builder.
Can the Event Module send an email with a Dynamic Signature rule included?
No.
How do you get to Event Actions?
Settings > Set Up > Events > Edit next to Event Actions category.
Where in the Event module do you send a Confirmation Email?
Event Actions > New Registration > Add Processing Step > Single Processing Step > Send Batch Email
//module 5, the campaign// … The _______ campaign sends the Invitation and Still Time emails, and checks for registration.
invitation campaign
Where can you find a version of the Invitation campaign template?
The Eloqua Best Practice Gallery.
Each session should have a separate ________ campaign.
follow-up
For a follow-up campaign, a ________ is configured to search the database, on a scheduled basis, for any contacts who attended a particular session.
Cloud Feeder
In a follow-up campaign, the Cloud Feeder feeds members to:
the shared list of session attendees.
Each follow-up campaign starts with a segment that:
pulls members from the session attendee list.
From a user perspective, is it preferable to receive different follow-up emails related to the sessions attended, or a single email consolidating stacked dynamic content of all the follow-up message?
Different follow-up emails.
Can a campaign member be in multiple steps of the same campaign simultaneously?
No.
A form tool functions like a __________ in Eloqua
Cloud Connector
What is the difference between a Form Tool and a Cloud Connector?
The Form Tool is connected to an Eloqua form and executes in real time as soon as a form is submitted.
The Form Tool sends contact data submitted via the form to the ________________.
cloudconnector.com portal
The cloudconnector.com portal passes contact data to your __________________, to ______________.
passes contact data to your webinar service provider, to register a contact as a one off.
True or false? A Cloud Connector is required for the Form Tool to operate.
False.
The Form Tool is configured through…..
the Post Data to Server form processing step.
To install the Form Tool, you must log in to the __________ and select the webinar service provider of your choice from the Apps drop-down menu.
Cloud Connector portal.
True or false? The username and password created on the cloudconnectors.com site is the same as your Eloqua username and password.
False.
A Form Tool is a ________ that executes from a form processing step, as opposed to a connector that executes from a program or campaign.
one off connector.
Once you’re logged in to the Cloud Connector site, you will need to confirm your….
Eloqua credentials.
To complete the Cloud Connector configuration you will need to have two things ready: (1) (2)
(1) your webinar provider user credentials, (2) your webinar event details.
In configuring the Cloud Connector, your Source of WebEx Event ID can be static or dynamic. Which should you use for single session events and which should you use for multisession events?
Single session events - dynamic
Multisession events - enter an ID manually for each session, and create separate Form Tools for each session option.
In configuring the Cloud Connector, you map contact or Custom Object Record values to the Connector in the ______ step.
Mapping step.
Once the configuration is complete, click the ________ link. This opens a browser window providing a link that maps back to the cloudconnector.com Form Tool.
Instructions link.
After the connector site provides you an “Instructions” link, what should you do with it?
Copy and paste it in the form processing step Post Data to Server.
A ________ can be used to query attendance from your event.
Form Tool
The Query Attendance form tool has fields for capturing and mapping: (1) ________ and (2) _________
(1) Minutes Attended (2) Start Time
When using the Query Attendance form tool to capture Minutes Attended, you may need to delay running the Form Tool for 24 hours. Why?
Because it may take longer for the web service provider to aggregate the data for Minutes Attended.
When using the Query Attendance form tool, before you map the Minutes Attended and Start Time back to the Custom Object Record for the registrant, make sure you have ….
created both as custom fields in the event.
How does the Connector handle the case where multiple Custom Objects are returned for a given contact?
The Selection Rule determines the logic Eloqua uses to evaluate which COR to update.
In the Query Attendance Form Tool, The four options for Fields to Evaluate in a Selection Rule are: (1) _________, (2) Earliest of Date Values, (3) Field Equals Value, (4) Field Contains Value
Latest of Date Values
In the Query Attendance Form Tool, The four options for Fields to Evaluate in a Selection Rule are: (1) Latest of Date Values, (2) ________, (3) Field Equals Value, (4) Field Contains Value
Earliest of Date Values
In the Query Attendance Form Tool, The four options for Fields to Evaluate in a Selection Rule are: (1) Latest of Date Values, (2) Earliest of Date Values, (3) _________, (4) Field Contains Value
Field Equals Value
In the Query Attendance Form Tool, The four options for Fields to Evaluate in a Selection Rule are: (1) Latest of Date Values, (2) Earliest of Date Values, (3) Field Equals Value, (4) ________
Field Contains Value
________ are connectors scheduled to automatically feed external data into Eloqua
Feeders
Feeders can be used to query external systems for prospects who: (1) ________, (2) viewed content on a social media site, (3) discussed a particular topic on a social media site.
attended a webinar
Feeders can be used to query external systems for prospects who: (1) attended a webinar, (2) _________, (3) discussed a particular topic on a social media site.
viewed content on a social media site
Feeders can be used to query external systems for prospects who: (1) attended a webinar, (2) viewed content on a social media site, (3) __________.
discussed a particular topic on a social media site
The WebEx ___________ feeder searches for all contacts who attended a WebEx event.
All Viewers Query
The WebEx All Viewers Query sends attendee data back to Eloqua, where it is saved as part of a….
shared list
In the WebEx All Viewers Query, the fields which can be mapped are:
the Event ID, the Minutes Attended, and the Start Time.
To save data points from the WebEx All Viewers Query into Eloqua, remember to create each one as a:
Custom Field within the Eloqua event.
True or false: the WebEx All Viewers Query has a Test tab?
True.
The WebEx All Viewers Query Test tab has two options. What are they?
Dry Run and Full Run.
The WebEx All Viewers Query _______ allows you to view the last time the Feeder was run, and shows any errors in execution.
History tab.
Leverage _______ to store event history
CORs
____________ processing step to execute Form Tool.
Post Data to Server
Use ______________ to save attendance data in Eloqua (one time)
Query Event Attendance Form Tool
Use __________ to automate scheduled pull of session attendee information into Eloqua
Cloud Feeder
Combine ______, ________ and _____ to optimize event marketing automation.
event module, campaigns, and form tools.
