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Oracle Marketing Cloud User GroupMinneapolis | June 24, 2014
TODAY’S AGENDA
Erin Rowles
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2
3
Summer Release Highlights
4
Zift Solutions
Updates & Announcements
Creative Uses for Custom Objects
CONFIDENTIAL | PAGE 2
Shawn Spensley
5 What’s on your mind
Erin Rowles
Then, Happy Hour!
Updates & Announcements
CONFIDENTIAL | PAGE 4
UPDATES ANNOUNCEMENTS
‣ You?
‣ Us (Relationship One)
‣ Attending (so is John Legend) & Sponsoring Interact 2014
‣ New Apps on appcloud.relationshipone.com
‣ Form Submit
‣ Custom Object Record Selector
‣ Shared List Appender
‣ Object Data Appender
‣ We’re Hiring!
‣ Oracle Marketing Cloud Practice Director
‣ Oracle Marketing Cloud Consultants
CONFIDENTIAL | PAGE 5
’14 SUMMER RELEASE HIGHLIGHTS
CONFIDENTIAL | PAGE 6
’14 SUMMER RELEASE HIGHLIGHTS
‣ Release Schedule
‣ POD 2 = June 17 (Service Pack 1 = June 24)
‣ POD 3 = July 6
‣ POD 1 = July 27
‣ Resources
‣ Release Resource Center on Topliners topliners.eloqua.com/docs/DOC-2524
‣ Overview + Details
‣ Schedule
‣ Product Documentation
!
CONFIDENTIAL | PAGE 7
’14 SUMMER RELEASE HIGHLIGHTS
‣ Targeting & Campaigns
‣ Simple Email Campaign option
‣ Use External Systems to Drive Campaigns (Cloud Actions, Cloud Decisions)
‣ Template Design & Management
‣ Campaign review & approvals
‣ Store contacts with no email addresses
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!
CONFIDENTIAL | PAGE 8
’14 SUMMER RELEASE HIGHLIGHTS
‣ Reporting & Security Management
‣ Marketing Operations Center
‣ Localization of the user interface
‣ Sales Tools
‣ Eloqua Profiler
!
Zift Solutions
CONFIDENTIAL | PAGE 10
CREATIVE USES FOR CUSTOM OBJECTS
CONFIDENTIAL | PAGE 11
CUSTOM DATA OBJECTS GALORE!
‣ What are they?
‣ CDOs are used to store data without using precious and limited custom fields on your contact and company records.
‣ Can relate to Contacts records
‣ Can relate to Company record
‣ Can relate to nothing
‣ Can be used as look-up table
‣ (Endless) User Cases
‣ Purchase History
‣ Warranty Expirations
‣ Event Attendance History
‣ Custom CRM data
‣ Lead Routing
CONFIDENTIAL | PAGE 12
CUSTOM DATA OBJECTS GALORE!
‣ Fun Facts
‣ Basic (Express)
‣ Product Purchase History and Opportunities (add-on for other use cases)
‣ Cannot be used for personalization
‣ Standard (Team) & Enterprise
‣ Automatically included
‣ Unlimited Objects
‣ Caution for Autosynchs/Imports
‣ # of fields (est. max. 200)
‣ # of records
‣ Frequency at which you are updating records
CONFIDENTIAL | PAGE 13
CUSTOM DATA OBJECTS: USE CASE 1
=
CONFIDENTIAL | PAGE 14
CUSTOM DATA OBJECTS: USE CASE 1
‣ “Electonicfy”
‣ Automate
‣ Optimize
‣ Remind
‣ Report
CONFIDENTIAL | PAGE 15
Closed Opportunity Custom Data Object Lead BD Email Notification
Lead BD Form Submission
Custom Data Object Next Email Notification
Next Approver Form Submission
and so on...
SFDC Task Completion Program
Reminder Program
CUSTOM DATA OBJECTS: USE CASE 1
CONFIDENTIAL | PAGE 16
CUSTOM DATA OBJECTS: USE CASE 1
CONFIDENTIAL | PAGE 17
CUSTOM DATA OBJECTS: USE CASE 2
CONFIDENTIAL | PAGE 18
CUSTOM DATA OBJECTS: USE CASE 2
Branded
Activity
Contact Data
Account Data
Notification Recipients
Lead Feedback
CONFIDENTIAL | PAGE 19
Known Visitor Form Submit Cloud Connector
Lead CDO Created
CUSTOM DATA OBJECTS: USE CASE 2
Custom Data Append Connector
Email Notification
What’s on your mind
Relationship One 8009 34th Avenue Suite 300 Minneapolis, MN 55425 P: 763.355.1025 E: info@relationshipone.com
Let’s Connect
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