Test Notes 1 Flashcards
How many contact fields can an install support?
Each install can support 300+ contact fields.
50 standard, 250 custom
Where can you customize a contact field?
Settings - Fields and Views area
How far back are activity records saved?
Activity filters go back 1 year, except for Subscriptions and Bouncebacks which go back 10 years
When will a list change?
Lists are static and will not change unless a process modifies them
What is the difference between soft and hard bounces?
A Hard bounce means the email is invalid and will never deliver. A Soft bounce is a good address that wasn’t delivered, like if the inbox was full.
What are the 3 types of filters?
Contact Field, Activity, Inactivity
What are 3 types of filter exclusions?
System Exclude, Master Exclude, Segment Exclude
What is a system exclude?
Unsubs, Hard Bounces, Spam. Implemented by creating Email Groups and managed automatically by the system.
Will still send auto responder emails
What is a Master Exclude?
Contacts we never want to email, like competitors. Managed by Admin who identifies contacts and adds them in the Master Exclude Area.
Will not receive auto responder emails
What is a Segment Exclude?
Contacts excluded for specific campaigns, like employees. Managed by Eloqua users and implemented by adding an asset and setting it to be excluded from a segment.
What is a Signature Rule?
It allows set up of automated rules for how different signatures are applied in emails based on criteria set
What criteria can the Email Group determine?
Default header/footer, control unsubs, use for reporting, help opt-outs customize their feed.
If the email images are blocked, will it track the open?
No
Why should you customize the footer and header?
Headers help direct to a browser option when images are blocked. Footers provide additional links and compliance through opt-out links.
What are the two methods to track email click-throughs?
Direct and Redirect
Describe the Email Analysis by Email Group report
22 columns of data about deliverability and engagement
Sends, Opens, Click-throughs, Bouncebacks, Form Submits, Delivered, Global Unsubs
Describe the Email Group Analysis report
Subscribed contacts, unsubs, total contacts
What are the 6 Email Send Methods?
Test Send, Email a Contact, Batch Send, Form Processing, Simple Email Campaign, Multi-Step Campaign
If you use ‘Email a Contact’ to test an email, can you send more than one?
Yes
Describe the Email a Contact email method.
Reporting under QuickSend, One-off, Can re-send. Overwrites System fields.
Used by Sales to test and send.
What is different about the Form Processing email method?
Does not follow System Exclude list. Does not work with Signature Layout.
Auto-responder and confirmation emails.
How are External Forms different from Eloqua-hosted Internal Forms?
They include only the processing side inside Eloqua. They are created and hosted outside of Eloqua. They require HTML. They need integration script to pass data to Eloqua.
What are the 3 options to add form fields to an Eloqua form?
- Choose any contact field created in Eloqua - 300+
- Create a new Form Element by selecting a new field type. (10 different types)
- Use Field Groups that are preconfigured or create your own. Field Group ex. Address, Date. A set of fields that combine for a data field.
Give an example of when you would use a hidden field on a form.
To pass the campaign ID. You can use it for reporting but it wouldn’t make sense to customer
What are 4 of the most common processing steps?
Update Contact with Form Data
Add to Shared List
Redirect to Web Page
Send Submitter an Email
What are the 3 general settings processing options for sending a responder email?
Always the same auto-responder
Use a picklist
Use the value of a form field - would need a hidden field
Will the batch send email method re-send?
No. A recipient who has received an email via Quicksend will not receive it again
What does a form need in order to send auto-confirmation, update a contact record, or add to a shared list?
An email address. Make sure you identify and map the email address field to the contact field
Where can you view form submission data that hasn’t been mapped in the Update Contact with Form Data?
Manually navigate to the form in Actions -> Forms
T/F The ‘Send Email Notification’ option for when a form is submitted is only to be used internally
True
What is a microsite?
A domain where Eloqua users can publish content online without assistance from IT. Has custom URLs and all Eloqua landing pages are tracked automatically
How do you set up a secure microsite?
Similar to a basic microsite but it requires getting and configuring an SSL certification
How do you stop a form from accepting submissions?
Disable the ‘Allow Form Submissions’ option. The form will remain visible will not accept further submissions
What is the only campaign status that allows editing?
Draft
T/F You can turn on/activate a campaign even if it has draft errors
False
Can you edit a complete campaign?
No. Completed Campaigns are read-only and cannot be re-activated. If a campaign is complete, you will not be able to update the campaign field settings
How do you associate forms and landing pages to your campaign?
Drop them on the canvas or click the suggested option from the email with the form/landing page. This ensures that reporting metrics from the Campaign Analysis Report include those assets
If a campaign start date (campaign settings) begins but the campaign is still in draft mode, what will happen.
Nothing. The campaign must be active even if the campaign start date has been scheduled. It will not automatically activate the campaign
What must be filled out in order to calculate ROI?
Attributed Cost
What are two options that need to be filled out in Campaign Settings for Closed-Loop Reporting?
Sync with CRM
Include in Opportunity ROI
How long is asset level activity (email clicks) linked to a campaign?
12 months after the campaign end date.
What are the 5 methods to create a campaign?
- Simple Email Campaign
- Multi-step Campaign
- Campaign Template
- Copy an existing campaign
- Batch Send
If you have selected ‘Allow contact to enter campaign more than once’, what is the only option to add contacts to the campaign?
Add members once the campaign is first activated.
Why would you want to send a notification when a contact enters a wait step in a campaign?
It can alert you to possible errors in your campaign canvas
Would you want an Operational Report or an Insight report for real-time data?
Operational. It shows data for the last 6 hours up to the last 3 months. It cannot be filtered or manipulated
Name 4 Operational Reports
Campaign Audit - all activities by Eloqua users
Campaign Email Stats - recent activity for emails
Campaign Entry Report - When and where contacts enter campaign
Campaign Exit Report - When and where contacts exit Campaign
Visible for 3 months after Campaign End
What would you do if you forgot to associate a landing page or form with a campaign?
Deactivate the campaign, add the elements, re-activate.
Will show stats going forward
What are the 6 key reports you can generate in Insight?
Campaign Analysis Overview
Email Analysis Overview
Email Bounceback Overview
Form Submission Overview
Website Overview
Website Visitors by Webpage
What are 4 things that require a domain allowlist?
- webcrawler setup
- Testing tracking scripts
- Hosting external forms integrated with Eloqua
- Redirecting when an Eloqua form is submitted
Can Oracle Eloqua pages be embedded into another HTML page using an inline frame?
No, but you can configure exceptions through allowlisting
What are the two settings for Web Personalization Security?
Show to Trusted Visitors only - have been verified
Show to all Known Visitors
What is an example of Contact Security? (Label-Based Access Control)
Contacts and Security Groups are assigned labels and can only access contacts that match the label. For instance, Sales can only access contacts in their geographical region.
What can you configure under the Security Settings page?
User logins, password complexity
SSH Keys, Form Configuration
IPs and Domains
Frameable Page, Label Assignment
T/F Form Data and Custom Objects support large text data type fields
False. It will truncate at 2000 and 1000 characters. Custom fields with large text will not show up in Insight Reporting
What are the 4 data types for Contact Fields?
Date and Time
Numeric
Text (100)
Large Text (32k)
What are the 4 options for field type?
Checkbox
Multi-Select Picklist
Picklist
Textbox
What are the 6 types of Security Groups?
Licensing - determines Product access
Interface Access - which areas of Eloqua (email)
Action Permissions - which commands (not able to delete)
Asset Creation - make emails, not footers
Default Asset Permissions - basic users can only view
Business Unit - by org group
What security group is used for salespeople using Signature rules?
Active Users - Sales
What are the 3 types of subscription management options for contacts?
Global Opt-out
Campaign level opt-out (email group)
Subscription Manager Page
What do you need to be CAN-SPAM compliant?
A link to manage subscription status, company physical address, link to privacy policy
What content is assigned when you select an email group?
Default header/footer, default management subscription
How would you improve a bulking issue with your deliverability?
Create highly targeted content and send to an engaged audience. Don’t mail too frequently.
Bulking routes the email to Spam folder.
How can you improve a blocking issue with deliverability?
Use engagement filters to focus your audience. Send email consistently and not too often.
Blocking is when your IP reputation is poor and the ISP bounces the email
How can you improve a denylisting issue with deliverability?
Implement a double-opt in or raise the consent quality for contacts. Send to an engaged audience and clean your lists.
Denylisting is when your IP has been flagged from blocked emails.
What is the maximum number of supported IPs per Eloqua instance?
3
T/F Subdomains have individual reputations
True
How many subdomains are supported for the standard and how many for the enterprise instance?
standard - 3
Enterprise/Premium - 20
T/F You can use the same subdomain for different landing pages in Eloqua
True
For deliverability, what subdomain should the Bounceback email address match?
The From Email Address subdomain.
It must not match the default Reply-To Address
How does SPF verify the IP address?
It cross-checks the email address in the “From” with the published record the sender has registered in the DNS.
By publishing an SPF record for a domain, a company is declaring which IP addresses are authorized to send email from that domain.
What 4 tasks are required to set up SPF with the IT dept?
- MX Record - list of mail exchange servers
- TXT Record - must add (v=spf1 include:netblocks.eloqua.com-all)
- NS Record - Name Server
- A Record - actual IP address of the domain
How do you configure the 4 A Records needed for SPF?
3 A Records point to the IP address assigned to you to provide reputation. Eloqua creates matching reverse DNS records.
1 A Record in the root of the subdomain. Provides additional validation
Which default email address needs to be valid on a sender’s email?
Reply-To
How do you configure bouncebacks for emails?
- determine email subdomain
- determine default From and Bounceback address
- Provide IT the instructions for configuring DNS
- Submit an SR requesting completion
How many DKIM signings can a client request?
Up to 20
How do you set up DKIM?
Append the TXT record in the DNS records with the proper public key. You will need a DKIM record for each domain/subdomain. Then submit an SR
How do you setup a Feedback Loop?
- Setup DKIM signing
- Request Eloqua to enable Yahoo! Feedback Loop
- Click the link in the confirmation email
You will need a email inbox for additional DKIM domains. It’s a one-time email for each domain/subdomain
How do you implement DMARC?
Create a subdomain with the name _‘dmarc’
How long does it take to warm an IP?
4 weeks
How do you setup website tracking?
- Eloqua generates the web integration scripts and sends them to the client’s webmaster
- Webmaster will install the scripts on a test page
- Eloqua will verify that activity is being tracked
- Webmaster will install the scripts on all web pages
What is the difference between explicit and implicit data?
Implicit is collected through visitor profile. Explicit is collected through forms and list uploads
How do you track non-html documents, like PDF?
Use eloqua redirect links or JavaScript
How do you track non-html documents, like PDF?
Use eloqua redirect links or JavaScript
T/F Basic, Secure, and Authenticated microsites are included in the basic Eloqua platform
False. Just basic.
How do you configure a new subdomain for a website? You are trying to create a new microsite.
- Identify the Eloqua site ID
- Create a new subdomain
- Set the CNAME record to s[site id].hs.eloqua.com
What are two advantages or publishing forms to an Eloqua-hosted microsite?
`1. Pre-populate form fields
2. publish any form directly without IT assistance
What are 3 methods of integrating forms in Eloqua?
- Host forms in Eloqua
- Directly Post External Form. (Use Eloqua HTML to publish form. Front end managed by IT)
- Repost External form. (Data submitted to client servers and routed to eloqua)
What is a blind form submit?
A form that uses a special URL to prepopulate responses to specific form fields. Such as registering for an event, used for simple responses
