Topic 6: Lead Scoring and Data Tools

Question 1

How often/when do lead scores recalculate?

Answer 1

Lead score is recalculated immediately upon activity or update to scoring model. If no activity, Eloqua will re-score after 24 hours.

Question 2

If someone does not open Elouqa email for several weeks, but does so upon return from vacation, when is the lead score recalculated?

Answer 2

24 hours after the email is delivered.

Question 3

You are setting up a program in program builder and are not done, but want to check to see if a portion of your program works properly. When you do so, you receive an error telling you that some portions of your program are not setup. Do you override this message? Go to the acitons that are not completed and turn them off? Go to the actions that are completed and select “wait”?

Answer 3

Change the action for each incomplete step to “No Action- Pass through”.

Question 4

Validation can be completed on what data entities?

Answer 4

Contacts, Companies, Prospects

Question 5

What engagement activities would cause a lead score change? Visited site for more than 30 minutes? responded to campaign?

Answer 5

…

Question 6

What is the evaluation time for programs runs in priority mode? For example, if a program runs at 1:54 pm? What time will it finish?

Answer 6

5 minutes. 1:59 pm.

Question 7

What triggers an internal event: Match rule eval, Cloud Connector execution, new segment created?

Answer 7

It looks as if cloud connectors and match rules can both trigger an internal event

Question 8

Can a decision rule in Program Builder evaluate open text entries?

Answer 8

Yes. There is a “contact field has value” and “contact field comparison”.

Question 9

Can you target a specific asset when segmenting an audience - in other words, can you segment if a specific form was submitted?

Answer 9

Yes you can create a segment that targets a specific asset such as form submissions.

Question 10

On what entities do update rules apply?

Answer 10

Contacts, Companies, Prospects, or Custom Objects

source: http://topliners.eloqua.com/groups/cx-central/blog/2014/03/03/how-to-create-an-update-rule-set-with-a-lookup-table

Question 11

Which three changes can be made after a Match Rule has been created and saved?

Answer 11

Add a Match Rule Exclude Criteria
Add a Match Rule Criteria
Edit a Handler Set

Question 12

True or False: It is possible to edit the data entities being matched after a Match Rule has been created and saved.

Answer 12

False.It is not possible to change the entities that are being matched once the match rule has been saved;

Question 13

True or False: It is possible to Add a Match Rule Criteria after a Match Rule has been created and saved.

Answer 13

True.

Question 14

If a contact meets multiple criteria in an Update Rule Set, how will the value be determined?

Answer 14

The last criteria met will determine which value to set.In an Update Rule Set, rules are evaluated from top-to-bottom. The last evaluation performed is the one that results in the value being set.

Question 15

What entity pair can be matched against one another in a Match or Deduplication Rule?

Answer 15

Contacts, Companies, and prospects

Question 16

True or False: Deduplication Rules let you perform actions against non-matches; Match Rules do not.

Answer 16

True.

Question 17

True or False: Match Rules let you perform actions against non matches; Deduplication Rules do not

Answer 17

False.

Question 18

True or False: Match Rules let you perform actions against matches; Deduplication Rules do not

Answer 18

False.Both Match Rules and Deduplication Rules let you perform actions against matches.

Question 19

True of False: Both Match Rules and Deduplication Rules match between different data entities (ie. contacts «» accounts)

Answer 19

True.

Question 20

What Validation Rule would allow you to remove all “$” symbols in a specific field?

Answer 20

Find and Replace.

This allows you to locate specific characters ($) and replace them with another value (null).

Question 21

True of False: Match Rules can evaluate whether a contact field value matches a value in a Select List

Answer 21

False. Match Rules cannot evaluate whether a contact field value matches a value in a Select List

Question 22

True of False: More than one Update Rule Set can evaluate the same Lookup Table

Answer 22

True.

Question 23

True of False: Rules in an Update Rule Set can be re-ordered by dragging and dropping them

Answer 23

True.

Question 24

True of False: Wildcard characters (?*) can be used in Lookup Table values

Answer 24

False.

Wildcard characters (?*) cannot be used in Lookup Table values

Question 25

What three actions can be performed after a Lookup Table has been created, saved, and populated with values?

Answer 25

Replacement Value Column Name can be edited Lookup Value Column Name can be edited All Lookup Table entries can be exported

Question 26

True or False: The case-sensitivity setting can be changed after a Lookup Table has been created, saved, and populated with values.

Answer 26

False. You cannot change the case-sensitivity setting after saving the lookup table; you will need to re-create the Lookup Table if changes are required to this setting.

Question 27

True or False: The Lookup Table entries can be exported after a Lookup Table has been created, saved, and populated with values.

Answer 27

True.

Question 28

What Data Tool can you directly upload values into?

Answer 28

Lookup Table Lookup Tables are designed for large sets of data and therefore allow for values to be directly uploaded into them.

Question 29

Where would you create an update rule?

Answer 29

Contact » data tools

Question 30

You can drag and drop update rules for what purpose?

Answer 30

to change the order of execution

Question 31

True or False: Validation rules can only be used in a program builder step

Answer 31

False. validation rules can also be applied in a contact group for one-off manual data cleanup

Question 32

what type of deduplication rule must you use when deduping different data entity types?

Answer 32

Multi-table deduplication Multi-table deduplication tables are required to dedupe one entity type against another. When in the same entity type, use single-table dedupe rule

Question 33

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue” Divided By “Number of Employees”

Answer 33

False. ‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.

Question 34

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue (in thousands)” Multiplied By 1000

Answer 34

False. ‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.

Question 35

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue (worldwide)” Minus “Company Revenue (branch)”

Answer 35

True.

Question 36

True or False: ‘Numeric Field Calculation’ can perform multiplication and division functions.

Answer 36

False. ‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.

Question 37

How would you define a program in program builder?

Answer 37

A program is an automated marketing workflow that replaces repetitive manual tasks. It is primarily used for data management tasks.

Question 38

What are three example uses of a program builder program?

Answer 38

Data cleansing, CRM Integration, Data Card Manipulation

Question 39

E10 Program builder is not used for email management. What must you do if emails must be sent from a program?

Answer 39

Use a 'Move/Add to Campaign' step.

Question 40

In program builder, what do the rectangles represent?

Answer 40

Program steps and actions. They define the action that will be performed for every contact in a step.

Question 41

In program builder, what do the diamonds represent

Answer 41

Decision rules. They signify questions. The rules determine which path a contact will take based on the answer to the question. The answers to a decision rule will always be yes of no.

Question 42

How do you add people to a program in program builder?

Answer 42

Start a program using the Program Feeder Functionality

Question 43

How do you remove people from a program in program builder?

Answer 43

End the path with either a 'Remove From Program' step or configure a step to move people to another program.

Question 44

What number should the first step in a program use?

Answer 44

000

Question 45

What number should the last step in a program use?

Answer 45

999

Question 46

True or False: For specific scenarios, programs can be used to automate email workflow management

Answer 46

False.

Question 47

What is the program grid background color for an enabled/active program?

Answer 47

white

Question 48

How can time be managed in a program?

Answer 48

Time can be managed with the 'wait' and 'retry' steps.

Question 49

In program builder, what does the 'Program Owner' setting do?

Answer 49

The program owner setting allows you to configure the program to send a notification email whenever a contact performs a certain action. the notification is sent to the program owner.

Question 50

In program builder, what does the 'Process Ownership Rule' setting do?

Answer 50

The process ownership rule setting allows you to assign a contact owner dynamically, based on a pre-built logic within an ownership rule. This way, you can assign a new contact as an owner within the program, based on the contact's region, or round-robin to spread leads evenly amongst a group of sales reps. This is useful if you want to run basic lead routing through Eloqua.

Question 51

In program builder, what does the 'Custom Object Records from this set may be used in this program' setting do?

Answer 51

The 'Custom Object Records from this set may be used in this program' setting allows you to capture and use, within the program, this additional data about the contact.

Question 52

In program builder, what does the 'Run Mode' setting do?

Answer 52

'Run Mode' is a read-only field that shows the current status of the program, that is enabled or disabled.

Question 53

In program builder, what does the 'Allow members to enter program multiple times' setting do?

Answer 53

The 'Allow members to enter the program multiple times' allows you to control whether contacts can enter the program once or multiple times.

Question 54

In program builder, what does the 'Automatically disable program' setting do?

Answer 54

The 'Automatically disable program' setting allows you to specify a date on which to disable the program. When this date arrives, the program is automatically disabled, an contact who are currently in the program are stopped dead in there tracks and are stuck on their current step.

Question 55

In program builder, what does the 'Default Member Type' setting do?

Answer 55

The 'Default Member Type' setting allows you to choose contacts, companies/accounts, or custom object records as the default member type for the program.

Question 56

From where can you pull in contacts to a program in program builder?

Answer 56

Shared Lists / contact groups,Shared Filters,Combined group/filter overlap

Question 57

What does the 'Evaluation' option of a program feeder allow you to do?

Answer 57

This option allows you to configure when to run the program feeder. You can choose to add new contacts every hour, day, or week. Think of the program as a roller coaster ride and the feeder as the queue. The ride may open at 10am, but the line may start forming a 9am.

Question 58

Describe the 'Disabled' run mode.

Answer 58

This 'Disabled' run mode signifies that the program is turned off. The icon for a disabled program is a gray diamond.

Question 59

Describe the 'Standard' run mode.

Answer 59

The 'Standard' run mode indicates that the program is enabled, or on. In this mode, every entry, exit, and action is logged so you can examine the specific path a record took through a program. The icon is a orange diamond.

Question 60

What is the default time interval for each step of a program running in standard mode?

Answer 60

15 mintues

Question 61

Describe 'Priority mode'

Answer 61

Priority mode runs all the steps in the program in up to five minutes. This means that the program evaluates or runds every 5 minutes and a record flows through the entire program in about 20 seconds. The icon is an orange diamond with an arrow pointing down.

Question 62

True or false: Priority mode supports only five programs at a time.

Answer 62

True.

Question 63

True or false: Priority mode supports complex logic, loops, and activity filters.

Answer 63

False. Priority mode does not support any loops, complex logic or activity filters.

Question 64

What are two good example uses for the 'priority' run mode?

Answer 64

Pushing data to a CRM and Data normalization. It is meant for simple programs which allow you to flow contacts through quickly.

Question 65

Describe 'Bulk Mode'

Answer 65

Bulk Mode evaluates and completes all steps in up to two hours. Similar to Priority mode, a record flows through the entire program in about 20 seconds.The icon is an orange diamond with dots. Bulk mode is great for updating large batches of information without slowing down your system. It runs faster than standard mode, but without the limitations of priority mode.

Question 66

Describe 'Test Mode'

Answer 66

Test mode allows an admin to test the process flow of the program without waiting for the usual wait times that might be built in.Test mode is usually used to confirm a CRM system program or event invitations.The icon is an orange diamond with a heartbeat monitor.

Question 67

True or False: 'Test mode' is only available to customer administrator-level users

Answer 67

True.

Question 68

True or False: In 'Test' mode, you can test up to 5 steps at a time.

Answer 68

True

Question 69

True or False: In 'Test' mode, tests can run with up to 100 program members

Answer 69

False. You can only test programs with up to 50 program members.

Question 70

Programs should not have more than how many redirects?

Answer 70

10 redirects

Question 71

Programs should not have more than how many elements

Answer 71

100 elements

Question 72

Where would you configure the settings for a program

Answer 72

In the "Program Details"

Question 73

Which run mode allows you to examine the complete path of a record?

Answer 73

Standard mode

Question 74

What options can be defined using a program feeder

Answer 74

The evaluation frequency, The contacts to be added, and the contacts to be restricted.

Question 75

What must you do before you can archive a program?

Answer 75

Disable the program and all feeders

Question 76

What must you do before you can delete a program?

Answer 76

Edit or delete any dependencies.

Question 77

In which Data Tool is a Lookup Table used?

Answer 77

Update Rule

Question 78

Describe the action step 'No Action - Pass Through Step'

Answer 78

No Action is carried out in this STep. It is used as a placeholder or terminal point in the Program.Member type: all

Question 79

Describe the action step 'No Action - Wait Specified Time'

Answer 79

No Action is carried out, but execution of the following Step is delayed by the amount of time specified in this step.member type: all

Question 80

Describe the action step 'Accept or decline ownership'

Answer 80

This Action is only available if you have selected the option 'Agent will execute step actions' in the Step Details. Agents can accept or decline ownership of member that have been assigned to them.Member type: all

Question 81

Describe the action step 'Add Contacts to a Contact Group'

Answer 81

The Program owner can add Contacts in a Program Step to a selected Contact GroupMember type: Contact

Question 82

Describe the action step 'Add to Another Program'

Answer 82

The Program owner can add the members in a Program Step to a specific Step in another automated marketing Program in Program Builder for additional processing. Note: If you do not want the members to also remain in the original Program, use the process Action named Move to Another Program instead.Member type: all

Question 83

Describe the action step 'Agent Note'

Answer 83

This Action is only available if you have selected the option Agent will execute step actions in the Step Details. The Program owner can ask users to execute a task manually (for example, place a call or request a meeting). The application will send a task report to the user's Eloqua Today (home) page specifying the members and the action needed. As users complete the tasks, they can indicate on a member by member basis that the task is completed. Each member that has been processed then moves on to the next Step in the Program.Member type: all

Question 84

Describe the action step 'Cloud Connector'

Answer 84

The Program owner can select an action that is provided by a web-based service provider outside the application. Select a service provider, then select configuration options for engaging that provider in the current Program step.Member type: all

Question 85

Describe the action step 'Create Companies from Contact Company Name'

Answer 85

The Program owner can create Company records from Contact data for interim processing. The owner can select a Company Group to which to add the Company records.Member type: Contacts

Question 86

Describe the action step 'Remove Contacts from a Contact Group'

Answer 86

Remove Contacts from a Contact Group.Member type: Contacts

Question 87

Describe the action step 'Remove from Program'

Answer 87

The Program owner can remove the members in the Program Step from the Program to prevent any further processing.Member type: all

Question 88

Describe the action step 'Run a Match / Deduplication Rule'

Answer 88

The Program owner can run the Eloqua Dedupe tool to identify duplicate members using one or many fields within a list, between two lists, or between a specific list and the entire marketing database. The tool can be run for one or multiple Contacts. The results should be reviewed and corrected (if required) by the Program owner, another user, or the process owner.Member type: Contacts, Companies

Question 89

Describe the action step 'Run a Validation Rule'

Answer 89

The Program owner can run a configured Validation Rule (filter) on Program members in the current Step to identify or cleanse invalid data.Member type: Contacts, Companies

Question 90

Describe the action step 'Run D&B Append Chargeable Web Service'

Answer 90

The Program owner can run D&B append to add additional field-level information to data records for members in the Step.Member type: Contacts, Companies

Question 91

Describe the action step 'Run Integration Event'

Answer 91

The Program owner can fire a custom event for the members in the Step to update their data in an integrated CRM system.Member type: all

Question 92

Describe the action step 'Run Integration Rule Collection'

Answer 92

The Program owner can fire a group of custom events for the members in the Step to update their data in an integrated CRM system.Member type: all

Question 93

Describe the action step 'Run Lead Stage Rule'

Answer 93

The Program owner can run a configured Lead Stage Rule to rank the Contacts, Prospects, or Companies in a Program Step based on the Rule.Member type: Contacts, Companies

Question 94

Describe the action step 'Send Batch Email'

Answer 94

The Program owner can create and send an Email Batch to the members in the Step, and also organize how the Email will be distributed, where Emails subject to errors, bounces, unsubscribes and excludes will end up, and which Signature to use.Member type: Contacts, Data Cards

Question 95

Describe the action step 'Send Campaign Information to CRM System'

Answer 95

The Program owner can update CRM campaign information for members in the Step.Member type: Contacts, Companies

Question 96

Describe the action step 'Send Process Member Report to Owner'

Answer 96

The Program owner can send defined Reports to users in Eloqua® who have been assigned members in the Program, or to other specified users.Member type: all

Question 97

Describe the action step 'Send Quicksend Email'

Answer 97

The Program owner can send Email Templates to members in the Step. The appropriate Signature configurations can also be selected.Member type: Contacts

Question 98

Describe the action step 'Subscribe to Campaign'

Answer 98

The Program owner can subscribe Contacts to a particular Email Group, subscribe them at a site level, or both.Member type: Contacts

Question 99

Describe the action step 'UnSubscribe from Campaign'

Answer 99

The Program owner can unsubscribe members in the Step from a particular Email Group, unsubscribe them at a site level, or both.Member type: Contacts

Question 100

Describe the action step 'Update Contact / Prospect / Company Data'

Answer 100

The Program owner can update Contact, Prospect, or Company records with defined update rules to update field information.Member type: Contacts, Companies

Question 101

Describe the action step 'Update source records with Program Ownership'

Answer 101

The Program owner can synchronize the ownership of the source Contact, Prospect, or Company records with the ownership assigned to the Program Step. For example, you can save the current Step owner's Email Address to the Salesperson Email Address field.Member type: Contacts, Companies

Question 102

how do you create a segment that has an opportunity within the last 12 months that is now closed?

Answer 102

This can be done with a single filter "Has linked contact in custom object" with 2 field conditions. 1) "stage" equals "closed", and 2) "close date" equals "within last 12 months". see slide 22 http://topliners.eloqua.com/docs/DOC-1635