data dunk with insight - twin cities eloqua user group september 30, 2014

Oracle Marketing Cloud User GroupTwin Cities | September 30, 2014

TODAY’S AGENDA

JoAnn Roust, Marketing Cloud Consultant, Relationship One

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Data Dunk with Insight

What’s on your mind

Updates & Announcements

CONFIDENTIAL | PAGE 2

Erin Rowles, Marketing Director, Relationship One

UPDATES & ANNOUNCEMENTS



‣ You?

‣ Us (Relationship One)

‣ AppCloud Releases

‣ Eloqua Inspector

‣ Object-to-Contact Appender

‣ Data Transporters for Accounts, Contacts, CDOs, and Activities

‣ AWS S3 & Redshift

‣ SFTP

‣ Database

‣ Quosity for OMC - coming soon!!!

‣ Unhinge OMC data and elevate marketing analytics

‣ Enhanced reports & dashboards, customizable, SFDC embed, mobile friendly, sharing and collaboration



‣ Oracle Marketing Cloud

‣ Emergency Preventative Maintenance Advisory - All Clients

‣ September 30th between 9 and 11 pm EDT

‣ During portions of this maintenance period, the following platform features will be unavailable:

‣ Email Sending (all types)

‣ Inbound/Outbound CRM Integrations

‣ Bulk API

‣ Lead Scoring

‣ Data Import/Exports

‣ Campaign Processing

‣ Recommended that customers not use the application during this time.



‣ Oracle Marketing Cloud

‣ Modern Marketing Experience - Europe

‣ London, October 14-16

‣ www.modernmarketingexperience.com/events/modern-marketing-experience-europe

‣ Modern Marketing Experience - North America

‣ Vegas, March 2015 - Specific dates/location to be announced this week

‣ www.modernmarketingexperience.com/

‣ Modern Marketing Tour

‣ Last event - Washington DC, November 6, 2014

‣ http://events.eloqua.com/MMT_Washington

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http://www.modernmarketingexperience.com/events/modern-marketing-experience-europe

http://www.modernmarketingexperience.com/


DATA DUNK WITH INSIGHT


SESSION OVERVIEW

‣ Reporting Basics

‣ Dashboards

‣ Demo!


INTRO REPORTING BASICS

‣ Why bother reporting

‣ Reporting is Storytelling

‣ Context, Plot, Audience, Imagery

‣ Drives Decision-Making

‣ Creates Awareness


REPORTING BASICS DATA ARCHITECTURE

Insight

Campaign

Web activity

Email

Enterprise Data Warehouse

User Interface

Eloqua Insight: Data Access

Tool


REPORTING BASICS REPORT ELEMENTS AND OPTIONS

Prompt – Filters and Defines

Dashboard

Grid Report


REPORTING BASICS ATTRIBUTES AND METRICS

‣ AttributeA quality or characteristic

What you are measuring or the context for the report. i.e. Email Name, Campaign Name, Region. !

Things in your system that you want to measure. !

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‣ MetricCalculations on data

Meaningful measurements and performance indicators. i.e. # Clicks, % Form Submits, Attributed Revenue, Unique Click-through Rate

!!

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REPORTING BASICS METRICS THAT MATTER

‣ Unique click-throughs

‣ Unique click-through rate

‣ Unique form submissions

‣ Unique form conversion rate

‣ Hard bouncebacks

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‣ Note: open and open rates not included - not a “real” metric

!

Remember:

If a metric won’t change how you behave, it’s a not a metric worth reporting on


REPORTING BASICS GETTING THE MOST OUT OF YOUR REPORTER LICENSE

‣ Campaign Settings

‣ Included in all campaign reports and closed-loop reporting

‣ Values in the picklist are custom / defined by user

‣ Reporters can rename what the columns are called in grid reports

‣ Choose the three most important ways you classify your campaigns

‣ Response Rules

‣ Directly impact how closed-loop reporting calculates


REPORTING BASICS TAKING IT A STEP FURTHER WITH ANALYZER


DASHBOARDS PLANNING YOUR DASHBOARD

‣ Formulate the vision for your dashboard

‣ Who is the audience? What is the story you need to tell?

‣ Identify datasets, create if necessary

‣ Outline framework for your dashboard

‣ What will the layout look like

‣ Create new dashboard

‣ Choose the template that resembles desired layout

‣ Add necessary datasets and static elements

‣ Including logos and other images if needed

‣ Add reports and graphs as needed

‣ Finalize positioning of elements in Editable Mode


DASHBOARDS DESIGN BEST PRACTICES

‣ People can only process a certain amount of data at a time

‣ Minimize distractions and clutter including too many colors

‣ “So What” test - ensure the visualization is meaningful

‣ Trends over time should be displayed as lines

‣ Only use pie charts carefully

‣ If used, limit number of wedges

‣ Difficult for the eye to distinguish between wedges

‣ Start at the highest level in upper left, working down to greater detail in lower right - similar to how people read

‣ Save often!


Demo

Relationship One 8009 34th Avenue Suite 300 Minneapolis, MN 55425 P: 763.355.1025 E: [email protected]

Let’s Connect