Global Eloqua Training Session 4- Assets Part 2: Emails & Components April 12 Agenda Assets Part 2: Emails & Components Emails • Templates • Email settings • Other email options and functionalities • Email components • Tools box • Best practices Components • Images • Dynamic content • Shared Content Emails Email templates • • • • Emails can be found and created under the Assets > Emails tabs As all asset, it is organised by regional folders Naming convention has to be applied to find them quicker and keep a clean environment You can find the templates by clicking Create an email > All files (left side bar) > Global templates X If you are creating your email without any existing template, make sure you select “Blank HTML email”. Using “Blank Email” is not an optimum solution. Email Settings Headers and Footers: Additional headers and footers can be created in the component library Subject line From email address: make sure you have the domain matches the bounceback domain. Reply to email address: The email address to be used when contacts REPLY to an email Make sure the “Enable Email tracking” is ticked and the “Send as plain-text only” in Unticked Click Done and Save the email Other email options and functionalities • Operational Reports vs Insights reports (will be covered in the reporting session in more depth) • Manage link: allows you see which links are tracked within the email • Test Content vs Email a contact • Preview: Allows to preview for a specific contact how the email looks like on desktop, mobile and tablet Email components For each components a pop-up windows open where you can view your specific components and settings. NOTE: we recommend you create your components before creating your email. • Images: Make sure the image has the right dimensions for the template. You can then drag and drop it • Field merge: This gives you the ability to personalise your emails and use contact data points within emails E.g. “Dear [FIRST NAME]” • Shared Content: This is content that can be re-used in multiple emails. If the master content is updated, it will be updated in all emails where it is used. • Dynamic content: Based on rules, it displays different content for different contacts. E.g Modern Mark banner in the email you receive for this training changes depending on your region. • Cloud Content: This allows us to integrate with external data sources. Tools box component The tools box is the same as landing pages tools box – it allows you to manage hyperlinks and formatting. • Landing page: Refers to an Eloqua Landing page • Webpage: Any other external links • File in File storage: Any document you have saved in the Eloqua components library and you want to link it to (PDF, PPT…) • System action: Implies pre-configured system actions. One of the best example is the unsubscribe link you must have at the bottom of each of your email. Eloqua takes care of managing this. Best practices • Keep it short both for subject line and for email content/length • Do not include big image files or attachments • Make the links obvious that need to be clicked • The more personalised, the better and more efficient: use field merge, dynamic content, shared content… • Ensure settings are correct, a big cause of bounce backs are incorrect settings Components Images • • • Images can be found and stored under the Assets > Components > Images As with all assets, it is organised in a folder structure Naming convention should to be applied to find them quicker and keep a clean environment for others • The dimensions of images can be views in the folder structure without having to open the image • Click the upload button on the top right corner from the folder view to upload new images • Do not upload large file size images, this will impact your bounce rates • When double clicking on a specific image, details are provided for this image such as the full image URL, Thumbnail URL, dimensions, asset dependencies, creator of the image and when it has been uploaded • From a specific image view you can manage the permissions, download it, rename it or update the image with a new version Dynamic Content • Dynamic content can be found and created under the Assets > Components > Dynamic Content • Naming convention should be applied to find them quicker and keep a clean environment for others • Dynamic content can display a variety of content based on rules: Do not forget to set up a default rule • Criteria for the rule can include comparing contact fields or account fields, linked contact in custom object or linked record in event • The content itself can include text, fields merge, images and/or links • Example of dynamic content: the Modern Mark banner you receive across this Eloqua training campaign is based on your region Shared content • • Shared content can be found and created under the Assets > Components > Shared Content Naming convention should be applied to find them quicker and keep a clean environment for others • Dynamic content is used when you need to re-use a same block of content across multiple emails • The content itself can include text, fields merge, images and/or links • Example of dynamic content: The “your progress” status boxes located in the Eloqua training emails you recieve Tools & Resources Resources Resources already available • Digital guidelines (http://digitalguidelines.intlsos.com/eloqua) 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 (http://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/) • Oracle community (https://community.oracle.com/community/topliners/) 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?...) User issue such access, password reset or permissions Critical technical /system issue • Modern Mark [email protected] • Regional Eloqueen or EloKing: Emilie Dumas Meghan Carney Syazlina Hanniff Michael Volpi • • Your Regional colleagues: share your experience with them 16 Your group Marketing gurus: Assma, Amélie & Carmelo
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