Ever since I began working in Advertising, I’ve felt like advertising and marketing is magical. Virtually each side in advertising and marketing is developed behind the scenes by the advertising and marketing “wizard.” Then, with out even figuring out it generally, the patron experiences the magic of what the marketer has created.
It’s all the time laborious to elucidate what you do for a dwelling when your job is within the advertising and marketing subject. Nobody usually sees what you truly do day-to-day, however they do expertise the tip outcome (the advert, the touchdown web page, the e-mail, the industrial, and many others.) every day. Though your work is just not all the time seen, when you perceive the inside workings “behind the scenes,” you can see there may be no restrict to the “magic” you may create.
The facility of varieties
Everybody has stuffed out tons of varieties on the net (signing up for e mail to get $10 off these new sneakers you may have been drooling over, coming into the HGTV contest to win your dream house, and even filling out that type to vote in your favourite flaming sizzling dill pickle potato chip taste). I do know that varieties could be a drag to construct, arrange, and even fill out, however as a marketer it’s essential keep in mind that a type is the automobile that turns a faceless web site customer *POOF* into an precise buyer. That’s some highly effective advertising and marketing magic proper there!
A type is one of the best ways to remodel an nameless customer interested in your organization into an precise lead. That’s why it’s important you grasp its use, by turning into a type processing wizard!
Type processing fundamentals
Earlier than you grow to be a wizard, you could first need to grasp the fundamentals of type processing steps utilizing Oracle Eloqua. A type processing step permits you to resolve what ought to occur after somebody submits a type.
To arrange fundamental type processing steps:
- Open the shape you may have already created
- Click on @button and ensure the e-mail deal with subject from the shape is mapped to the proper subject (usually E-mail Deal with is the sector)
- Click on the Processing button to view the entire type processing steps accessible to you by clicking on the + button or looking out within the Search bar
- The three commonest and fundamental type processing steps that almost all varieties embrace are the next:
1. Replace Contacts – With Type Information: permits you to add contacts to the Oracle Eloqua database or replace a contact, account, or CDO with data from a type and select when to replace it. You possibly can select whether or not to all the time replace the knowledge or replace it provided that it was beforehand clean. If the contact, account, or customized knowledge object doesn’t exist already, Oracle Eloqua will create a brand new document.
Examples: replace job title or SFDC data
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- Double-click one of many following choices:
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- Then, configure the step:
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- Lastly, resolve if you need to course of this step.
- You possibly can resolve whether or not the processing step executes “All the time”, “Conditionally”, or “By no means”.
2. Ship Submitter an E-mail: permits you to ship the submitter an e mail routinely.
Examples: thanks emails, affirmation emails, occasion data emails, and even ship a selected e mail primarily based on a picklist or Type Subject worth
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- You possibly can select to:
- All the time ship the identical e mail (choose the e-mail utilizing the folder icon)
- Use a picklist to pick the e-mail (choose the Type Subject, choose the lookup desk)
- Use the worth of a Type Subject to pick the e-mail (choose the Type Subject)
- You possibly can select to:
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- For every one of many picks above, you may select to permit or not enable resending, you may add a subject override. You can too resolve whether or not the processing step executes All the time, Conditionally, or By no means.
3. Redirect to Internet Web page: permits you to redirect the submitter to a brand new web page after they submit a type.
Examples: thanks web page, affirmation web page, occasion web page, product web page, and even or redirect a person to a selected touchdown web page primarily based on a picklist or Type Subject worth
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- You possibly can select to Ship to an Oracle Eloqua Touchdown Web page:
- All the time redirect to the identical touchdown web page (choose the touchdown web page utilizing the folder icon)
- Use a picklist to pick the touchdown web page (choose the Type Subject, choose the picklist)
- Use the worth of a Type Fields to pick the touchdown web page (choose the Type Subject)
- You possibly can select to Ship to an Oracle Eloqua Touchdown Web page:
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- You possibly can select to Ship to an Exterior URL:
- All the time redirect to the identical URL (enter the URL)
- Use a picklist to pick the URL (choose the Type Subject, choose the picklist)
- Use the worth of a Type Fields to pick the URL (choose the Type Subject)
- You possibly can select to Ship to an Exterior URL:
For every one of many picks above, you may select to permit or not enable resending, you may add a subject override. You can too resolve whether or not the processing step executes All the time, Conditionally, or By no means.
Degree as much as a type processing wizard
After conquering the fundamentals, you could really feel courageous sufficient to duel with extra type processing steps. Listed below are a few of the commonest:
- Utilizing picklists with type processing steps permits you to dynamically populate the values in a processing step.
Instance: notifying regional gross sales representatives of a type submission of their area
A picklist is ready up with show names (what’s seen within the type drop down choices to the tip person) and the precise values (the worth that Oracle Eloqua makes use of for the processing step). Use the Oracle Eloqua desk beneath that can assist you decide which worth it’s best to use:
- Updating subscriptions when a type is submitted permits you to replace a subscription or E-mail Group upon type submission.
Examples: updating a world subscriptions record, updating E-mail Teams
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- To replace a world subscription record:
- You possibly can both add Subscribe Contacts Globally or Unsubscribe Contacts Globally processing steps
- To replace a world subscription record:
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- For the step you select, choose e mail deal with to make use of within the Select the sector containing the E-mail Deal with.
- Specify when to course of this step
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- To replace an E-mail Group:
- Add the E-mail Group – Subscribe/Unsubscribe processing step
- Select how the recipient e mail deal with is chosen:
- To all the time replace the identical E-mail Group, choose Fixed Worth, then choose the E-mail Group
- To make use of a Type Subject, choose Type Subject, then choose the Subject
- Select whether or not you need to subscribe or unsubscribe the shape submitter from the E-mail Group:
- To all the time subscribe or unsubscribe, choose Fixed Worth, then choose Subscribe or Unsubscribe
- To make use of a Type Subject, choose Type Subject, then choose the Subject
- Specify when to course of this step
- To replace an E-mail Group:
- Including a contact to a marketing campaign or program when a type is submitted permits you to add contacts to a marketing campaign or program primarily based on their Type Subject values and/or picklist values.
Examples: including a contact to a selected regional marketing campaign primarily based on their nation choice within the picklist on the shape, add a contact that submits a type to a marketing campaign reminiscent of a welcome program or webinar marketing campaign
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- So as to add a contact to a marketing campaign or program when a type is submitted:
- You should use both the Add to Marketing campaign or Add to Program processing steps
- For each processing steps above, you may manually choose the marketing campaign, use a picklist, or use a Type Subject
- So as to add a contact to a marketing campaign or program when a type is submitted:
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- Manually choose the marketing campaign – choose the choice to all the time use the identical marketing campaign or program, select the marketing campaign or program with the select the marketing campaign program button, then selected the marketing campaign or program step
- Use a picklist – choose the choice to make use of a picklist, select the shape subject, then selected the picklist within the Lookup Desk drop-down
- Use a Type Subject – choose the choice to make use of a Type Subject, then select the shape subject NOTE: Usually, the shape subject used is a hidden subject with a static worth that specifies the marketing campaign or program by its distinctive ID.
- To override the default key subject mapping, click on Superior Settings and choose the shape subject to make use of for contact mapping. NOTE: When you have an E-mail Deal with subject in your type, the Key Subject Mapping is ready to E-mail Deal with by default. You possibly can change that configuration, or you may override it.
- Specify when to course of this step
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Closing Ideas
Click on right here to see different examples of the facility behind processing steps. In the event you want help placing a few of this wizardry into motion, Relationship One is all the time right here that can assist you with our advertising and marketing magic!
Additionally, take a look at the R1 Type Submitter Marketing campaign Enhancer App for FREE! This app permits Oracle Eloqua customers to generate a type submission on behalf of a Contact document with hard-coded values, or knowledge pulled from their Contact document and their linked Account document. If you’re storing type knowledge inside a Customized Object, this Cloud Motion uniquely allows you to append a submission ID to create a brand new Customized Object document with every type submission.
To collaborate in your type processing or different advertising and marketing tech questions, contact us right here.
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