This document summarizes the agenda for the Twin Cities Eloqua User Group meeting on September 24, 2013. The agenda includes updates and announcements, discussions on campaign planning and QA processes, demonstrations of the String Manipulation cloud connector and Slideshare Embed app, and a session on analyzing data in Eloqua Insight. The document provides details on the topics that will be covered in each session.
2. today’s agenda
start
end
Updates
&
Announcements
Campaign
Planning
&
QA
Processes
(group
discussion)
Featured
Cloud
Connector
&
Component
Get
The
Most
Out
Of
EE13
(group
discussion)
Open
Discussion
&
Social
Time
Put
Your
Data
To
Work
4. updates and announcements
‣ Still growing!
‣ Carl Hendrickson, Software Development Manager
‣ Melissa Santos, Consultant
‣ Steven Schloskey, Business Development Representative
‣ Still hiring!
‣ Consultants
‣ Developers
5. updates and announcements
‣ Eloqua Experience 2013
‣ October 23-25
‣ San Francisco, CA
‣ http://www.eloquaexperience.com/northamerica/
‣ Fall Release 2013
‣ Pod 2 - Sep 24
‣ Pod 3 - Oct 6
‣ Pod 1 - Oct 27
6. updates and announcements
‣ Fall Release Highlights
‣ 1st Party Cookie Support (beta)
‣ Insight Enhancements (beta)
‣ Asset Chooser
‣ Eloqua Engage Updates
‣ Lead Scoring Updates
‣ Link Sandbox to Production (beta)
‣ Multiple Contacts w/same Email (closed beta)
9. cloud connector - String Manipulation
‣ What is it?
‣ Allows you to manipulate string data within Eloqua on a contact field
‣ Evaluates all contacts that flow through this step
‣ Returns the data to that same field, or places it in another field.
‣ Why use it?
‣ Clean or modify data
‣ Trim the space characters from the start or end of a string
‣ Detect whether a value exists in a string
‣ Run search and replace
‣ Use Regular Expression
10. cloud connector - String Manipulation
‣ Examples of Uses
‣ Parse full name into a separate first and last name field
‣ Parse phone number or zip code values
‣ Change the case of a field (upper case, lower case, title)
‣ How to get it?
‣ It is free
‣ http://topliners.eloqua.com/docs/DOC-3069
11. cloud connector - String Manipulation
‣ How to configure it?
‣ requirements:
‣ Eloqua User with API Access
‣ cloud connector User Credentials
‣ resources:
‣ Split Full Name into First and Last:
http://topliners.eloqua.com/community/do_it/blog/2012/09/14/
using-the-string-manipulation-cloud-connector--splitting-full-
name-into-first-and-last
‣ Parse first five characters of zip code:
http://topliners.eloqua.com/message/11760#11760
Demo time!
13. cloud component - Slideshare Embed
‣ What is it?
‣ connector that allows you to embed public Slideshare presentations
onto your landing pages
‣ no cost
‣ additional Slideshare feeder available for Slideshare Pro members
‣ Why use it?
‣ leverage and track your Slideshare marketing content
14. cloud component - Slideshare Embed
‣ How to use it?
‣ apply connector to your landing pages
‣ select and configure through Cloud Connectors website
‣ How to get it?
‣ currently available in your instance. Enable under Setup > Cloud
Components
15. cloud component - Slideshare Embed
‣ How to configure it?
‣ requirements:
‣ Eloqua User with API Access
‣ cloud connector user credentials
‣ Slideshare presentation
‣ resources:
‣ http://topliners.eloqua.com/docs/DOC-2892
Demo time!
16. Slideshare Feeder for PRO members
‣ resources
‣ http://topliners.eloqua.com/community/do_it/blog/2012/02/02/installing-and-using-
the-slideshare-feeder
‣ http://topliners.eloqua.com/community/do_it/blog/2012/09/05/secrets-to-
implementing-the-eloqua-slideshare-cloud-connector
20. Analyzing Your data
‣ Framework of thinking
‣ What is your problem statement?
(What is the core of what you are looking for?)
‣ What data do you want to include?
(Quality, Completeness, Appropriate...)
‣ Who is the audience?
(How are you going to represent the data?)
25. Contacts: Database Health
‣ Aggregate measures on the completeness and accuracy of Contact
level data
‣ Key Metrics:
‣ Reachable Contacts
‣ Contact Email Frequency
‣ Field Completeness
‣ Database Growth
‣ Contact Engagement
‣ Net New
26. Forms Overview
‣ Form level success metrics
‣ Key Metrics
‣ Form Submission
‣ Form Conversion RAte
‣ Form Abandonment Rate
29. Closed Loop Reporting
‣ Show the return on investment of campaign efforts (requires
integration with CRM)
‣ Key Metrics:
‣ Attibuted and Influenced Revenue
‣ Campaign performance in terms of revenue achieved/opportunity won
‣ Cost per member behavior (lead, clicks, form submissions)
31. Eloqua Insight Analyzer
‣ Create Report
‣ The Create Report option enables you to create new reports in
Eloqua Insight. Analyzer Users can create reports from scratch using
the Blank Report option combined with the Design Mode view.
‣ Create Dashboard
‣ The Create Document option enables you to create new dashboards
in Eloqua Insight.
32. Eloqua Insight Analyzer
‣ Create Prompt
‣ The Create Prompt option enables you to create your own prompts in
Eloqua Insight. A prompt is a question the system presents to a user when
a report is executed. How the user answers the question determines what
data is displayed on the report when it is returned from the data source.
As a report designer, you can include one or more prompts in any report.
‣ Create Filter
‣ The Create Filter option enables you to create your own filters in Eloqua
Insight. A filter screens data in your data source to determine whether the
data should be included in or excluded from the calculations of the report
results. As an Analyzer User, you can include one or more prompts in any
report.
33. Eloqua Insight Analyzer
‣ Build reports from scratch in Design Mode
‣ Create or edit dashboards in WYSIWYG Mode
‣ Create or edit dashboards in Design Mode
‣ Set the available default run mode and export modes for reports and dashboards
‣ Create and modify report filters
‣ Format and modify graph titles and axes
‣ Row, column and cell level formatting for grid reports
‣ Adjust row height and column widths
‣ Use Advanced Threshold Editor
‣ Create a calculated field in dashboards
‣ Toggle conditional formatting in dashboards
‣ Create and modify prompts using the Prompt Editor
‣ Create and edit links and drill options
‣ Save reports and dashboards to be used by everyone with access to Insight.
34. Modify Existing Reports
‣ Why?
‣ Faster than creating reports from scratch
‣ Allow existing reports to meet your analytical needs
‣ Can reformat to fit your reporting needs
‣ Visual branding for better presentation
35. Modify Existing Reports
‣ Functionality:
‣ Add new or existing filters
‣ Modify amount of data or data aggregation
‣ “Save As” function for others to see
‣ Customize visual appearance
36. Modify Existing Reports
‣ Key Reports to Consider for Modification:
‣ Email Analysis
‣ Campaign Analysis
‣ Forms
‣ Website Visits
37. Creating Custom Reports
‣ Why?
‣ The ability to bring data together that best answers the questions of
your target audience.
38. Creating Custom Reports
‣ Functionality:
‣ Same as modifying existing reports
‣ User defined format, attributes, and metrics (customized ROI and
calculated attributes)
‣ Custom graphs
‣ Can be designed to fit customized dashboards
49. EE13
‣ Prep
‣ Check out who is going
‣ Topliners - Eloqua Experience 2013
‣ Twin Cities User Group
‣ Twitter - #EE13
‣ Game Plan Your Session Schedule
‣ Have Business Cards
‣ Rest
50. EE13
‣ During
‣ Keynotes & Sessions
‣ Electronic Notes
‣ Engage
‣ Network
‣ Twitter - #EE13 & Twitter Dashboard
‣ Stay Caffeinated
‣ Partner Showcase - Partners, App Cloud & Eloqua
‣ Stop booths for “research”...or swag :-)
‣ Get Inspired
‣ Attend the Markie Award Ceremony
51. EE13 Tips
‣ Post Event
‣ Connect on Topliners & LinkedIn
‣ Download session presentations on Topliners
‣ Develop and Execute a Plan
‣ With Your Team
‣ With Eloqua
‣ With Relationship One
Plan for your 2014 Markie Award Submission!