1. Global Eloqua Training
Session 1- Overview
Wednesday 22nd March

2. Agenda Overview Overview: Logins, Dashboard & Sections
Eloqua general framework
Naming Convention
Overview of contacts and SFDC sync’ing
Contact permissions
Tips and Checklist for Campaign preparation
Tools and Resources

3. Login, Dashboard & Sections

4. Login https://login.eloqua.com/
Make sure the Company name is “InternationalSOS” without any space.

5. Dashboard 2 1 3 5 6 7

6. Access controls High level overview Permitted Access
Create campaigns, assets and components
Create new header and footers
Create templates
Sync and manage contacts
Launch campaigns
Create and view reports (depending on what assets you have access to)
Create lead scoring models
Edit asset permissions
Restricted Access
Uploading contacts
Creating programs
Manage users
Integrations
Creating custom objects
Install apps
System settings
Edit default header and footer
Delete other peoples work

7. Eloqua General Framework

8. Folders First level of organisation: type of element
Second level: regional (e.g Europe folder in the area, Europe folder in the forms area…)
Different folders sections: All files, created by me, recently accessed by me and recently modified

9. Naming Convention

10. Location(Region/Country)_Campaign_AssetType_Title_Date_Name
Naming Convention
WHY ?
It saves you time to find your work files
Keep a clean and pleasant area for everybody!
WHAT SHOULD IT BE APPLIED TO?
Everything you create in Eloqua: Campaigns, Segments, Assets ( s, landing pages, and forms) as well as Components (images, field merges, dynamic content…).
WHICH NAMING CONVENTION SHOULD YOU FOLLOW?
Location(Region/Country)_Campaign_AssetType_Title_Date_Name
E.g. If we were creating a reminder for an Eloqua Training Campaign, the suggested naming convention would look like this: Group_EloquaTraining_ _Reminder_ _ModernMark

11. Overview of contacts and SFDC sync’ing

12. Sync to Eloqua/Salesforce

13. Contact permissions
Fill in the “MARCOMMS” field with the appropriate region  essential to see your contacts
Region Marcomms names:
Americas
Asia
AustralAsia
China
EEMEA
Europe
Indonesia
Japan
MedAire Worldwide

14. Tips and Checklist for Campaign preparation

15. Tips – Session 1 You cannot delete the assets of the others
Don’t forget to save, Eloqua doesn’t auto save
Don’t touch to the HTML code of any assets, the templates are done in a way that you don’t need to change anything
Don’t use the free design tool as it is plenty of bug, ALWAYS use HTML assets
Make the most of others work
Copy/duplicate an asset from another region BUT make sure you rename and work on YOUR copy
You have the rights to change the assets of the others… be careful,
Keep work organised, and named accordingly

16. From “Offline” to Eloqua
“If you do have a clear idea and structure of your campaign offline it would be much easier to implement it digitally in Eloqua”
What you should do?
What you shouldn’t do?
Clarify and write down the purpose, objective, scope, audience and time frame of your campaign… and… DRAW!
Let’s create a floating form directly in Eloqua and see how it goes

17. Tools & Resources

18. Resources Resources already available
Digital guidelines (
Video talk show
Modern Mark Episodes
Training recordings and slides
Blog articles
Resources (campaign guide available for now, complete version coming soon)
FAQs
Oracle Help centre (
Oracle community (

19. In case I haven’t found the answer in the resources available
Who to ask?
In case I haven’t found the answer in the resources available
General/Generic questions (How do I do that?, Can I do that? What does that mean?...)
Modern Mark
Your Regional colleagues: share your experience with them
User issue such access, password reset or permissions
Regional Eloqueen or EloKing:
Emilie Dumas
Meghan Carney
Syazlina Hanniff
Michael Volpi
Critical technical /system issue
Your group Marketing gurus: Assma, Amélie & Carmelo