Presentation slides from August 2015 Twin Cities Oracle Marketing Cloud user group. Agenda included updates from Relationship One and Oracle, a presentation from Thomson Reuters regarding their solution for lead capture at events and a tutorial around deploying event campaigns in Eloqua.

1. Oracle Marketing Cloud User Group
Minneapolis | August 25, 2015

2. 8/26/15
TODAY’S AGENDA
Carol Mendenhall, Thomson Reuters
1
2
3
Tradeshow Lead Management
4
Erin Rowles, Relationship One
Eloqua Event Campaigns: Tips & Tricks
Mike Bernard, Relationship One
Updates & Announcements
CONFIDENTIAL |
Mike Bernard, Relationship One
Next User Group & Open Discussion

3. 8/26/15
UPDATES & ANNOUNCEMENTS
Intros
New Staff
‣ Laura Marty (Kansas City, MO) - Consultant
‣ Holly Doxtad (Raleigh, NC) - Consultant
‣ Sheena Graham (Orange County, CA) - Consultant
‣ Will Gather (Minneapolis, MN) - Developer
Job Updates
‣ Relationship One - Best Places to work - 2014, 2015
‣ Others?
Future Events
‣ Next User Group - October 27 - Location TBD
CONFIDENTIAL |

4. 8/26/15
UPDATES & ANNOUNCEMENTS
Oracle
‣ Modern Marketing Experience - November 17-19 - London, England
‣ Modern Marketing Mashup, Minneapolis - October 8
‣ Adding to the OMC - Maxymiser acquisition
‣ AppCloud deprecation - begins January 2016
‣ 472 Release - July
‣ enhanced security around SFTP file authentication
‣ CSS within forms
‣ New Twitter app
‣ Dynamics 2015 integration
‣ 473 Release - August
‣ Ability to see CDOs linked to a contact
‣ Place images in forms
‣ LinkedIn Autofill
CONFIDENTIAL |

5. 8/26/15
TRADESHOW LEAD MANAGEMENT
Carol Mendenhall
Thomson Reuters
CONFIDENTIAL |

6. 8/26/15
ELOQUA EVENT CAMPAIGNS
Erin Rowles
Relationship One
CONFIDENTIAL |

7. 8/26/15
EVENT CAMPAIGNS
Quick Poll
CONFIDENTIAL |
Webinars?
User Groups?
Customer Events?
Tradeshows / Conferences?
Training Sessions?
Product Demos?

8. 8/26/15
THERE’S AN APP FOR THAT…
Event Campaigns
‣ Ready Talk
‣ Citrix GoToWebinar
‣ Cisco WebEx
‣ BrightTalk
‣ AdobeConnect
‣ On24
‣ SureShot ICS Creator
‣ SureShot Radius Search
‣ Certain
‣ Lead Capture App
‣ Zuant
‣ …

9. 8/26/15
CAMPAIGN CANVAS FOR EVENTS
Asset List
‣ Emails
‣ Invite 1
‣ Invite 2
‣ Invite 3?
‣ Registration Confirmation
‣ 1-Week Reminder?
‣ 1-Day Reminder
‣ Thank You For Attending
‣ Sorry We Missed You
CONFIDENTIAL |
‣ Form
‣ Registration
‣ Landing Pages
‣ Registration
‣ Registration Confirmation

10. 8/26/15
DEMO: CAMPAIGN CANVAS
Eloqua Event Campaigns
CONFIDENTIAL |

11. 8/26/15
ELOQUA EVENT MODULE
Overview
CONFIDENTIAL |
Available in E9 and E10, the Event Module (EM, formerly ESM)
allows for the management of post registration actions for event
campaign types.

12. 8/26/15
ELOQUA EVENT MODULE
Use Cases & Advanced Functions
CONFIDENTIAL |
‣ One Event with Many Sessions or Locations/Dates
‣ Reccurring Event
‣ Incomplete Registration
‣ Registration Modification
‣ Cancellation Option
‣ Capacity Limit / Waitlist
‣ Disable Actions

13. 8/26/15
DEMO: EVENTS MODULE
Eloqua Event Campaigns
CONFIDENTIAL |

14. 8/26/15
ELOQUA EVENT MODULE
Tips & Tricks
CONFIDENTIAL |
‣ If using Multiple Sessions, the session Name HAS to be
the same as the Session value passed in the form
‣ If using Date as field merge, create/use text field type
(not default date field)
‣ If using Time as field merge, include Time Zone in the
time value.
‣ Send Batch Email event action allows for selection of
send time (Eastern Time)
‣ Review & set Event Action Details

15. 8/26/15
ELOQUA EVENT MODULE
Tips & Tricks
CONFIDENTIAL |
‣ Reporting
‣ No Insight reporting for Event Module
‣ Consider how EM email assets are reported on
campaigns; may not want to include on canvas
‣ Other Personalization
‣ Has Linked Record in Event
‣ Segment Filter
‣ Dynamic Content

16. 8/26/15
TRACKING ATTENDEES
What’s Best?
‣ Shared Lists
‣ Custom Object
‣ External Activities
CONFIDENTIAL |
It depends…at the end of the day, it’s all about process and
training.

17. 8/26/15
EXTERNAL ACTIVITIES
Overview
Required Setup
‣ Configure External Activities in Setup area
‣ For sending to CRM…lots more…
‣ Response Rules
‣ Campaign Member External Calls
‣ Campaign Response Program
CONFIDENTIAL |
External assets are non-Eloqua activities performed by your
contacts. These activities can be tracked for use in Eloqua
campaign reporting. In addition, this activity can be passed to
CRM as campaign-related data.

18. 8/26/15
EXTERNAL ACTIVITIES
Execution
Options
‣ List Upload via Campaign
‣ External Asset Campaign Canvas App
‣ External Activity Generator via CDOs
CONFIDENTIAL |

19. 8/26/15
EXTERNAL ACTIVITIES
Execution - List Upload via Campaign
CONFIDENTIAL |
‣ Email Address: The email address of the contact that
completed the activity.
‣ External Asset Type: The 'umbrella' (top-level) classification
for something that your contacts completed (e.g. Direct Mail).
‣ External Activity Type: The specific activity that the contact
performed for this specific external asset (e.g. Sent).
‣ External Asset Name: A unique name for the activity (e.g. Fall
2015 Product Catalog).
‣ Date: The date of the activity that is being captured. The
format is MM/DD/YYYY.

20. 8/26/15
DEMO: EXTERNAL ACTIVITIES
Eloqua Event Campaigns
CONFIDENTIAL |

21. 8/26/15
EXTERNAL ACTIVITIES
Eloqua Reporting
CONFIDENTIAL |
Segmentation
Contact Record
Activity Log

22. 8/26/15
EXTERNAL ACTIVITIES
Sample SFDC Reporting
CONFIDENTIAL |

23. 8/26/15
ELOQUA EVENTS
Additional Tips & Tricks
‣ ‘Templatize’ Campaign & Assets
‣ Reduce setup time and ensure accuracy with logic that works
‣ Don’t Forget About The Referred
‣ Configure logic to add all registrants to appropriate spot in campaign
‣ Boost Attendance Rate
‣ Add to Calendar
‣ Reminders
CONFIDENTIAL |

24. 8/26/15
EVENT CAMPAIGNS
CONFIDENTIAL |
Share YOUR Secrets

25. 8/26/15
HOUSEKEEPING - FUTURE USER GROUP MEETINGS
CONFIDENTIAL |
Possible Topics:
‣ Sales Enablement
‣ In depth discussion about changes to the AppCloud
‣ BlueKai Overview
‣ Compendium Overview
‣ HTML 101
‣ Marketing Analytics
‣ Data Enrichment/Data Cleansing (e.g. Social123)
‣ Others?

26. 8/26/15
OPEN DISCUSSION
CONFIDENTIAL |
Thank you!

27. www.relationshipone.com | @relationshipone