Oracle Eloqua: Implementation Bootcamp Ed 1

Module 1: Oracle Eloqua Implementation Bootcamp Overview

• Objectives
• Questions to Ask Now
• History of Eloqua
• Key Attendees
• Implementation Stages: Example
• Major Milestones and Key Deliverables
• Course Content Flow
• Summary

Module 2: Eloqua Fundamentals

2.1 Segmentation Basics

• Marketing Segmentation
• Webinar Workflow
• Using Events for Segmentation
• Segment: Target Audience
• Brainstorm and Segment Building Blocks
• Demonstration

2.2 Adding Contacts

• Contact Basics and Key Points
• Demonstration
• Prospect Profiler
• List Basics: Characteristics, Shared vs Local
• Best Practices for Uploading Lists
• Managing Contacts in a List

2.3 Filtering Contacts

• Filter Basics
• Dynamic vs Static Lists
• Adding Filters and Operators
• Multiple Criteria and Boolean Logic
• Converting to Shared Filters
• Shared Assets Best Practices
• Demonstration

2.4 Excluding Contacts

• Unsubscribes and Bouncebacks
• Excluding Contacts: System, Master, Segment
• Demonstration

2.5 Segment Templates

• Segment Templates and Examples
• Summary & Resources

Module 3: Fundamentals of Emails

3.1 Email Basics

• Components, Folders, Groups
• Email Headers and Footers
• Subscription Center
• Types of Email Reporting
• Tracking Opens, Click-Throughs, Unsubscribes, Bouncebacks

3.2 Creating Emails

• Methods of Creation
• Design Editor: Full and Mobile UI
• Configuring Email Settings
• Upload HTML Files
• Email Templates and Template Manager

3.3 Managing Emails

• Preview, Delete, and Organize Emails
• Demonstration

3.4 Sending Emails

• Test Sends, One-time Emails, Batch Sends
• Multi-Step Campaigns and Campaign Canvas
• Comparison of Send Methods
• Operational Reports
• Summary & Resources

Module 4: Forms and Landing Pages

4.1 Forms Overview

• Webinar Workflow
• Why Use Forms?
• Types of Forms and Data Flow

4.2 Building Form Fields

• Field Best Practices, Adding Fields, Limits
• Pre-Population and Validation
• Drag-and-Drop Layout and Sequencing
• Hidden Fields
• Demonstration

4.3 Adding Automation

• Form Processing Steps
• Update Contact, Update Rules, Add to List, Redirect, Auto-Responder Emails
• Conditional Steps
• Viewing Form Submission Data
• Demonstration

4.4 Creating Landing Pages

• Landing Page Creation Methods
• Microsites
• Design Editor
• Demonstration
• Summary & Resources

Module 5: Campaign Canvas

5.1 Campaign Basics

• Campaign Elements and Toolbar
• Draft Status, Campaign Fields (General, Financials, Custom, Notifications)
• Completed Campaigns Tip

5.2 Batch Sending

• Campaign Creation Methods
• Batch Send, Naming Conventions
• Demonstration

5.3 Campaign Workflow

• Segment and Email Configuration
• Control Time, Decisions, Evaluation Periods
• Canvas Shortcuts
• Demonstration

5.4 Activating, Editing, and Testing

• Campaign Status Options
• Organization, Activation, Scheduling
• Editing Campaigns
• Actions: Add vs Move

5.5 Reporting

• Types of Reports: Operational and Insight
• Campaign Analysis Report
• Form and Landing Page Metrics
• Summary & Resources

Module 6: Database Configuration and User Security

6.1 One-Time Configurations

• Campaign Details and Financials
• Account Linkage and Company Defaults
• Demonstration

6.2 User and Security Settings

• Users, Management, Security Groups
• Licensing, Permissions, Interface Access
• Demo: Security Settings
• Login and Password Configuration
• SSH Keys and IP Allowlist
• Embedding iFrames

6.3 Fields, Lists, and Views

• Contact Fields, Creating, Options
• Picklists
• Contacts View
• Demonstration

6.4 Email Management

• Email Groups, Exclusions, Auto Exclusion, Master Exclude Demo

6.5 Website Management

• Visitor Tracking, Tracking Scripts, Sub Sites, Page Tags
• Microsite Types and Demo
• Summary & Resources

Module 7: Branding and Deliverability

• Overview, Methods of Consent, Deliverability Cycle
• Email Sender Reputation, Poor IP Reputation, Bulking, Denylisting
• Branding: Subdomains, Email Defaults, Authentication (SPF, DKIM)
• Feedback Loops, DMARC, International Deliverability, CASL, GDPR
• Best Practices, IP Warming, Campaign Preparation
• Demonstrations and Monitoring

Module 8: Forms and Integration

• Form Configuration, Integration Options
• Eloqua Hosted vs Externally Hosted Forms
• Direct Post, Integration Scripts
• Resource Requirements and Demonstration

Advanced Form Techniques: Hidden Fields, Progressive Form, Social Sign-On, Blind Form Submit

• Landing Pages, Microsites, Default Pages, Demonstration

Module 9: Platform Architecture and Data Model

• Introduction and Objectives
• APIs, Multitenancy, Components, Website Tracking
• CRM Integration, Sales Tools, Extensibility, Apps
• Eloqua Data Model and Custom Objects
• Eloqua AppCloud, Marketplace, Demonstration
• Automation Overview and Workflow Demonstration

Module 10: Data Management

10.1 Data Management Fundamentals

• Importance of Data Quality, Four Cs, Normalization

10.2 Building Data Cleansing Program

• Lookup Tables, Update Rules
• Contact Washing Machine App: Interface, Configuration, Actions
• Data Imports and Exports Demonstration

10.3 CRM Integration

• Integration Components, Data Prioritization
• Oracle Sales Cloud, Account Linkage, Installation and Demonstration
• Imports, Notifications, Update/Create Contact Records

Module 11: Closed-Loop Reporting and Sales Tools

• Overview, Campaign Management, Lead Management
• Campaign Settings, Financial Configuration, Lead Information
• CLR Reports, Opportunity and Revenue Information
• Revenue Attribution, Influenced Revenue, Opportunity to Contact Association
• Demonstration
• Sales Tools for Microsoft Outlook

Module 12: Lead Scoring and Eloqua AI

12.1 Lead Scoring

• Overview, Planning and Configuration, Step-by-Step Configuration, Exercises
• Lead Scoring Outcomes, Fit-to-Engagement Ratio, Segmentation, Troubleshooting
• Summary and Resources

12.2 Eloqua AI Capabilities

• Objectives, Product Capabilities Updates
• Send Time Optimization, Fatigue Analysis, Subject Line Optimization

Account Intelligence, Dashboards, Demonstration, Benefits of Advanced Intelligence