Chicago Oracle Marketing Cloud User Group - January 21, 2016

Oracle Marketing Cloud User GroupChicago | January 21, 2016

1/19/16

TODAY’S AGENDA

Charlie Nystrom, Relationship One

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Eloqua Product Release Updates

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Charlie Nystrom, Relationship OneRelationship One Standard App Demos

Kim Dazey, MorningstarAnnouncements & Updates

Kim Dazey, MorningstarChicago User Group New Year Resolutions (2016)

CONFIDENTIAL |

1/19/16

ANNOUNCEMENTS & UPDATES

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1/19/16

UPDATES & ANNOUNCEMENTS

Introductions/Announcements‣ Meet the group‣ Announcements: any from the group/reps?

Updates‣ Q2 user group session (date, location, time, topics, sponsors, etc.)

Group Housekeeping‣ Speakers: Call for presenters - What are you doing? What’s

working? etc.

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1/19/16

ORACLE ELOQUA RELEASE RESOURCE CENTER

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1/19/16


Bookmark it (Topliners)‣ Release Center Home

https://community.oracle.com/docs/DOC-895287‣ Product Notices (URL varies)‣ Product “Fix” Notes

https://community.oracle.com/docs/DOC-897331 ‣ E10 Release Notes

https://community.oracle.com/docs/DOC-897331‣ Feature Availability

https://community.oracle.com/docs/DOC-912624

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1/19/16


Version Rollouts‣ Oracle Eloqua (product) versions rollout every 6 weeks‣ Oracle Eloqua Apps versions rollout every 4 weeks

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1/19/16

ORACLE ELOQUA RELEASE: PRODUCT NOTICES

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1/19/16

DEPRECATION OF CLOUD CONNECTORS/COMPONENTS

What was announced‣ With the release of the AppCloud Developer Framework, Eloqua

has begun the decommissioning process for CC’s on Campaign Canvas/LPs (built on legacy framework)

‣ URL: https://community.oracle.com/docs/DOC-918078

Benefits include‣ Simplified installation‣ Significantly improved performance‣ Ability to test in Eloqua prior to releasing public

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1/19/16


After July 1, 2016‣ Marketers will no longer be able to add new Cloud Connectors

or Components to Campaign Canvas or Landing Pages‣ Current installments will remain available for an additional 6

months with basic availability and security fixes‣ Program Builder to remain unaffected at this time

After December 31, 2016‣ Support services will be deleted and no longer available for use‣ If campaigns or landing pages still contain instances of these

services, they will cease to function as intended until removed‣ Campaign Canvas: instances will be transitioned to a holding

step‣ Landing Pages: will render without the externally sourced

contentCONFIDENTIAL |

1/19/16


Next steps‣ Developers: immediately begin migrating their Cloud

Connector and Component Apps to the new AppCloud Developer Framework

‣ http://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAB/index.html#Developers/AppCloud/appcloud.htm

‣ Marketers: if you’re currently using “Send to Cloud Connector” steps on the Campaign Canvas, or Cloud Components on LP’s, should begin switching over to Apps built on the AppCloud Developer Framework

‣ All: if the App you’re using is not available for use as an Action, Decision, Audience, or Content App, speak with internal dev team or 3rd Party App provider about migratingCONFIDENTIAL |

http://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAB/index.html%23Developers/AppCloud/appcloud.htm

http://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAB/index.html%23Developers/AppCloud/appcloud.htm

1/19/16


R1 Cloud Connectors (advisory)‣ Although Eloqua has begun deprecating their CCs, R1 has not‣ Eloqua has deprecated some of their SOAP APIs, but the SOAP

APIs we are using will continue to be available for some time‣ Program Builder to remain unaffected at this time, so CCs to

continue to function appropriately‣ Currently working on versions of these apps that will work with

Campaign and Program Canvases

CONFIDENTIAL |

1/19/16

CHANGES TO ORACLE ELOQUA DATA RETENTION

What was announced‣ Commencing with the arrival of Release 478 (March), Oracle to

introduce a new retention policy on marketing activities‣ Marketing Activity to be stored for at least 25 months past

date for Campaigns, Emails, Forms and Web

What does this mean?‣ If you want visibility of any activity that is older than 25

months, export and store before the 478 release, as older data may be purged

Next steps‣ No action needed, unless you wish to retain data older than

25 mo. ‣ If so (e.g. year-over-year reporting), export via BULK API and

host locallyCONFIDENTIAL |

1/19/16

ORACLE ELOQUA RELEASE UPDATES

CONFIDENTIAL |

1/19/16

ORACLE ELOQUA RELEASE: VERSION 475/216Details

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1/19/16

ORACLE ELOQUA RELEASE: VERSION 475/216

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Applications‣ Set to blank action now available for Contact Washing Machine

AppCloud‣ App configuration window now opens in a dialogue box within a

campaign as opposed to new browser/tab

1/19/16


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Browser Support‣ Eloqua now defines supported browsers using graded matrix‣ IE11 now a Grade B, Functional browser‣ URL:

http://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/index.html#CSHID=SystemRequirements

http://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/index.html%23CSHID=SystemRequirements

http://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/index.html%23CSHID=SystemRequirements

1/19/16


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Browser Support‣ (cont.)

1/19/16


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Emails‣ Several odd number font sizes now available in editorial drop

down (previously only available via manual manipulation to source code)

‣ Request to place tracking pixel at the top of emails now available via MOS

‣ Previously pushed across all based on Customer Advisory Board, however, a lot of customer backlash prompted to move this to optional upon request (pre-header issues, unprofessional looking, etc.)

1/19/16

ORACLE ELOQUA RELEASE: VERSION 476/217Details

CONFIDENTIAL |

1/19/16


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Applications‣ Contact Washing Machine app is now under General Availability

‣ Great app to assist with cleansing of contact fieldsSales Tools

‣ A new responsive Engage (mobile) is now in Controlled Availability

‣ Non-responsive version to be referred to as Engage Classic

1/19/16


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AppCloud‣ Improved user interface‣ When app is uninstalled, automatically removed from Catalog

1/19/16


CONFIDENTIAL |

Campaigns‣ Additional details available within “Add to” and “Move to”

elements‣ Name of Campaign to add/move to‣ Name of step added

1/19/16


CONFIDENTIAL |

Custom Objects‣ When deleting a custom object, a dependency check is now

performed against dynamic content references to prevent corruption

Supported Browsers‣ Firefox 41 and Chrome 46 now preferred browsers for Eloqua

1/19/16

ORACLE ELOQUA RELEASE: VERSION 477/218Details - Master Document To Be Updated 02.02.16

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1/19/16


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What to expect…‣ Lighter, responsive, brighter look and feel across the platform‣ Interactive My Eloqua Today page (trending data, notifications,

etc.)‣ Redesigned launch pad pages

Sneak Peek video: https://youtu.be/fRryC1-uYyA

https://youtu.be/fRryC1-uYyA

1/19/16


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User Experience Evolution

1/19/16


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User Experience Evolution

1/19/16


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What to expect…‣ Sneak Peek video: https://youtu.be/fRryC1-uYyA‣ Redesigned launch pad pages

https://youtu.be/fRryC1-uYyA

1/19/16


CONFIDENTIAL |

Program Canvas‣ Available under Controlled Availability (submit SR); GA 478‣ Eventual replacement for Program Builder, used for applying

workflows and business logic to modify or move data, and run non-campaign apps

‣ Listening replaces feeders and acts as an instant-add to programs

‣ No more Standard/Bulk/Priority limitations, all run in near-real-time (minutes to process large record counts vs. 15 mins per step)

1/19/16


CONFIDENTIAL |

Register for an upcoming Customer Briefing Session‣ Session 1: Wednesday, January 27th at 12:00 PM ET‣ Session 2: Wednesday, January 27th at 9:00 PM ET

1/19/16

ORACLE ELOQUA RELEASE: EXPECTED 2016

CONFIDENTIAL |

Release dates still tentative‣ Big Data Segmentation

‣ Faster processing time on segments (back-end)‣ New Eloqua Insight (Alta UI/OBIEE)

‣ Still be referred to as Insights‣ No pulling in of additional data sources, but can push out via

API‣ Would imagine an announcement at MME

1/19/16

RELATIONSHIP ONE APP DEMOS

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1/19/16

RELATIONSHIP ONE APP CLOUD

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*Premium Apps are available for purchase

1/19/16

RELATIONSHIP ONE APP CLOUDInterface

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1/19/16

RELATIONSHIP ONE APP CLOUDStandard Apps

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8009 34th Avenue South, Suite 300, Minneapolis, MN 55425P: 763.355.1025 | E: [email protected]

Lead Capture AppOverview

‣ Goodbye scanners and manual business card entry. The R1 Lead Capture App increases the speed-to-lead on net-new leads and assigns to desired next steps via form processors ‣ i.e. an Eloqua form captures business card data via email (vCard attachment)

Requirements‣ Networking skills to secure business cards - no, seriously‣ A R1 AppCloud account and scanning app of choice (e.g. WorldCard)‣ A compatible device with the ability to download apps, scan and take photos

Key benefits‣ Free up your time (and wallet)‣ Standardize submittal process to remain in compliance, regardless of submitter‣ Deliver an initial “Welcome” or “Nice meeting you” type communications in near real-

time


Lead Capture App


Lead Capture App


Lead Capture App

* Note, can also submit from your Mobile Contacts list


Lead Capture AppOptional: Can also send from your Mobile Contacts List


Lead Capture AppCONFIGURATIONStep 1: Sign into AppCloud / Locate App

‣ Home > Apps > Oracle | Eloqua > Lead Capture App > New Configuration


Lead Capture AppStep 2: Complete Basic Settings

‣ Capture Code generates your unique lead capture email address


Lead Capture AppStep 3: Complete Configuration Settings

‣ Select desired Eloqua form from dropdown‣ You can specify the Eloqua Campaign ID (optional)


Lead Capture AppStep 4: Add desired fields

‣ Map what lead capture fields should be submitted to your lead capture form

Step 5: Enable app


Eloqua Inspector AppOverview

‣ Conduct an audit of your Eloqua instance by identifying the elements you’d like to inspect, including: ‣ Account/Contact Fields‣ Custom Object lists ‣ Assets (campaigns, emails, forms and landing pages)

Requirements‣ A R1 AppCloud account

Key features‣ Includes element name, internal name, creation date, last modified, etc. (think E9 All

Assets doc)‣ Delivered in a compressed file of individual inspected element CSV files that can be shared


Eloqua Inspector App






SFTP Exporter App (Contacts)Overview

‣ Export Eloqua campaign or Program Builder members to a secure file server when you need to (hourly, intra-day, daily, weekly).‣ Use cases: tele-qualification team, a print vendor, a fulfillment partner, or just

internally

Requirements‣ A R1 AppCloud account‣ Secure file server

Key features‣ Select export frequency, including: 15min, 30 min, 1 hour, 2 hours, 4 hours, 6 hours, 8

hours, 12/24 hours‣ Append timestamp to exported file name for easy file management‣ Add unlimited Eloqua Contact fields for export


SFTP Exporter App (Contacts)






SFTP Exporter App (Custom Objects)Also an option for Custom Objects


R1 Premium Apps


SFTP Bulk Eloqua Activities ExporterOverview

‣ Create bulk record export to be used for data warehousing, analysis or backup when you need to (every 15 mins, hourly, intra-day or daily).‣ Use case: solution for year-over-year reporting come Eloqua’s spring data retention

policy

Requirements‣ A R1 AppCloud account‣ Secure file server

Key features‣ Select export frequency, including: 15 min, 30 min, 1 hour, 2 hours, 4 hours, 6 hours, 8

hours, 12/24 hours‣ Append timestamp to exported file name for easy file management


SFTP Bulk Eloqua Activities Exporter





Email Open

Website Visit

1/19/16

CHICAGO USER GROUP NEW YEAR RESOLUTIONS (2016)

CONFIDENTIAL |

www.relationshipone.com | @relationshipone

http://www.relationshipone.com/

Date post:	15-Feb-2017
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