Your Sales & Service teams can deliver personalised experiences with your help.
May Eloqua User Group Webinar | Eloqua Sales Tools | Profiler & Engage.
Overview
In this final episode of our four-part series covering personalisation, we looked at how the Marketing team can support Sales & Service by providing access to a range of personalised templates via Eloqua Sales Tools, Profiler & Engage.
Access the webinar replay for this month.
What are Eloqua Sales Tools & how does that help personalisation?
Sales Tools consists of two applications, Eloqua Profiler and Eloqua Engage. These applications are accessed via an additional user licence. While they are two separate applications, they’re tightly integrated and work best together.
Eloqua Profiler provides insight into a person’s Digital Body Language™
A visually appealing and graphically heavy interface provides the Profiler user with quick access to the engagement of their leads, prospects or customers. Sales or Services team members can invest a few minutes before a call or an in-person meeting to view recent engagement by their contact.
This can make conversations more relevant and provide your Profiler User with the insight they would not have been able to know previously.
Eloqua Engage users have access to a range of templates Marketing creates for them.
The key benefit for the Engage user is access to a pre-built range of email templates built by the Marketing team. The Engage user can be confident that the templates they have access to are current, on-brand and with links that work!
We see clients use Engage in a range of ways. The most common is to reproduce the emails they manually build as part of the sales cycle or for customers following standard enquiries.
Determine “who” an email is from
With signature rules, emails can be sent on behalf of many different people at once, for a single campaign with thousands of Contacts.
The senders are dynamically defined based on the recipients of the message.
Rules link a specific sender to a contact based on the field values in that Contact’s record or from a field on a custom object.
Suggested steps for Signature success
- Determine who in your organisation needs to be added to Eloqua as a “Disabled” non-licence consuming User.
- Gather all of the typical data needed for an email signature.
- Upload the new/updated user data to Eloqua.
- Create your Signature Layout.
- Create your Signature Rule.
Access Eloqua Sales Tools from almost anywhere, Outlook, Gmail, mobile or desktop device.
Oracle Eloqua’s Sales Tools extend Eloqua’s functionality to support the sales and service teams like Oracle Eloqua supports the marketing team. Engage helps you create consistent on-brand emails and Profiler provides an at-a-glance summary of each contact’s activities over the last months.
Sales Tools integrates with Google Chrome & Microsoft Outlook.
Oracle Eloqua Sales Tools for Google Chrome is an extension which allows you to leverage Profiler and Engage features in an easy to access pop-up in your Chrome browser.
Oracle Eloqua Sales Tools for Microsoft Outlook is an add-in for Microsoft Outlook that provides easy access to both Profiler and Engage through Outlook’s email composer.
This month’s Eloqua Hack
Move Contacts from one Campaign Canvas to another.
The use case for “Move to Campaign” is wide and varied. One example we have seen is when the brief for a campaign is delivered to the Eloqua users in pieces. By that I mean the campaign may contain 15 emails, multiple landing pages and various forms. However, the Eloqua team receive the email brief for emails 1-3 this week and it has to go live next week. Then next week, the email brief for emails 4-6 is delivered and has to be active the week after.
What’s the solution?
In the absence of a full and complete brief delivered to the Eloqua team, they can create multiple canvases and use the Move to Campaign element to take all, or a selected group of, campaign members from Canvas A to Canvas B and if needed, onto Canvas C and D.
Campaign Canvas B does not need to be Active, you simply need an element on Canvas B to point the Contacts to, from Canvas A. Using a Wait step is enough. Contacts will flow into Canvas B and will remain there until you’re ready to activate Canvas B.
See Figure A on the Canvas shown above.
The benefit of using the Move to Campaign element is that it saves you from having to create multiple Segments each time you create the second and subsequent Canvases.
Move to Campaign – Figure A
The key thing to understand with “Move to Campaign” is that the Contact/Campaign Member is removed from the first Canvas and “moved” to the second Canvas.
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Add to Campaign – Figure B
“Add to Campaign” means the Contact/Campaign Member remains in the current Canvas and is added to a new Canvas. This means the Contact will be a member of two campaigns at the same time.
Start small, a targeted group within your organisation, then expand the user community.
PROFILER: To avoid the Sales or Service teams feeling overwhelmed with yet “another” software platform, focus your attention on a small group of future users. Profiler is largely a read-only tool, it’s like a dashboard providing immediate insight into a person’s Digital Body Language, email and online behaviour.
ENGAGE: The same applies with Engage, start small. Find a group of users who “get” the value Eloqua provides and the insight it can deliver. Consult with the group, and ask them what would save them time. Avoid boiling the ocean with 50 email templates – it may be just two or three templates, to begin with.
The human element is critical to your success.
- Identify team members who “get” the value of what Profiler & Engage offer.
- Seek their input about email templates that would prove helpful.
- Create an Engage specific Email Group.
- Upload the typical “business card” details with your users.
What’s new? What’s coming soon?
With Release 22B you will have a new metric available in Insight – Auto Click. It’s added from the Email Clickthrough Subject Area. You can use this metric to view the number of click-throughs detected as being auto-generated by scanning or privacy tools. These click-throughs are not included in the Total Clickthroughs metric or any associated click-through rates.
IMPORTANT: Auto-Click metrics will only start being captured after the 22B update. Auto-Opens became available in Insight during Release 22A, mid February 2022.
You may find our recent Blog Post “Apple’s Mail Privacy Protection: What does it mean for Oracle Eloqua email marketers & what to do now” of interest as it explains Auto-Opens and Auto-Clicks.
Release Highlights
- Updates to Oracle CX Apps for Eloqua are now scheduled as monthly maintenance and do not require any platform downtime.
- If you are an Eloqua administrator, you will be able to limit the number of sales emails that a rep can send to the same contact over a period of time.
- Oracle Eloqua is moving toward securing all customer-branded domains with Eloqua-owed DV SAN certificates. This will include automatic renewal of the certificates prior to their expiration. Eloqua clients on PODS 6 and 7 will have access to this feature first. If you have questions, please contact us today.
Watch this video from the Eloqua Help Centre
Duration 5:07
Oracle CX Marketing Agency Services
The team at Marketing Cube has been supporting Oracle CX Marketing customers since 2007. We’ve been using Eloqua ourselves for that period and provided agency services as well as traditional application support for close to 100 customers across a wide range of industries & geographies.
If you’ve been using Oracle CX Marketing for some time and are looking for agency services e.g. strategic services, end-user coaching/training, campaign support and more, contact us today to talk further about how we can help you.
