twin cities eloqua user group - january 3, 2012

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Twin Cities Eloqua User January 03, 2012

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Summary presentation for the monthly Twin Cities Eloqua user group held the last Tuesday of every month at the Relationship One office - www.relationshipone.com for more information.

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Page 1: Twin Cities Eloqua User Group - January 3, 2012

Twin Cities Eloqua User January 03, 2012

Page 2: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

AgendaUpdates & AnnouncementsE10 Migration for E9 ClientsLead Scoring Best PracticesEloqua Health-CheckAsk the ConsultantsOpen Discussion/Social Time

Page 3: Twin Cities Eloqua User Group - January 3, 2012

Updates & Announcements

Page 4: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Updates & AnnouncementsWelcome Tim Hellman, Developer WizR4 Post Release ReviewEngage Update

customers.eloqua.com/eloquaengageCloud Components Update

Page 5: Twin Cities Eloqua User Group - January 3, 2012

E10 Migration for E9 Clients

Page 6: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

E10 - Why Transition?Shorter learning curve

Faster time to execution

Easier to create automated campaigns

Social integration on landing pages

Insight reporting engine

Primary platform for future growth

No additional cost

Page 7: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

E10 - Why Not Transition?If you use any of the following:

Prospect entity

Personalization based on Custom Object fields

Campaigns module (E9 Team)

Custom report exports

Certain form processing steps

Heavy use of shared landing page header scripts

API

Page 8: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

E10 Transition - How?Request form:

http://customers.eloqua.com/transitionme

Complete Pre-Transition workbook

Eloqua Transition Team analyzes your system and identifies any issues

Transition call to discuss issues and transition process

Get E10 sandbox and complete pre-transition training

Page 9: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

E10 Transition - My Assets?Email templates will be converted into custom HTML emails

Form layouts will be converted into custom HTML landing pages

All landing pages and confirmation pages will be converted to custom HTML landing pages

Distribution lists will be converted to Segments

Expired and Archived assets will not be transitioned

Page 10: Twin Cities Eloqua User Group - January 3, 2012

Lead Scoring Best Practices

Page 11: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

What is lead scoring?Objective ranking of one sales against another

Helps marketing and sales identify where prospect is in buying process

Ensures best leads are followed up with immediately

Page 12: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Scoring - Do NotsDo Not score on too many criteria

Score on 4-6 categoriesDo Not score on multi-select fieldsDo Not score on open-text fieldsBe wary of scoring on budget authority, need, timeframe questions

Page 13: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Scoring - Do’sKeep it simpleDefine criteria and set business rules with salesMake sure you are collecting the data you want to score onConsider executing campaigns to obtain this data

Page 14: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Scoring - Do’sContinue to evaluate scoring criteria every 6 months at minimumConsider values or images for contacts that are not scoredUse rescore feeders

Page 15: Twin Cities Eloqua User Group - January 3, 2012

Eloqua Health-Check

Page 16: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Eloqua Health-CheckDatabase Health

Contact Field Completeness

Page 17: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Eloqua Health-CheckDatabase Health

GrowthActive vs. InactiveEmail FrequencyUnreachableFieldsIntegrations

Page 18: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Eloqua Health-CheckUser Health

Access & UsageReal-Time Email Notifications

Scheduled Email Updates!

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Page 19: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Eloqua Health-CheckEmail Deliverability

Email Footers and Legal Compliance

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Page 20: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Eloqua Health-CheckEvaluate Lead Scoring Criteria

ExplicitImplicit

Page 21: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Eloqua Health-CheckEvaluate use of:

Activity and Inactivity FiltersContent SectionsSignature LayoutsSignature RulesProgram AutomationPage Tagging

Page 22: Twin Cities Eloqua User Group - January 3, 2012

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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419

Eloqua Health-CheckOrganization

FolderingNaming Convention

Page 23: Twin Cities Eloqua User Group - January 3, 2012

Ask the Consultants

Page 24: Twin Cities Eloqua User Group - January 3, 2012

Open Discussion / Social Time

REMINDER: Next Session - January 31

Page 25: Twin Cities Eloqua User Group - January 3, 2012

5757 Wayzata Boulevard Minneapolis, MN 55416

P: 763.355.1025E: [email protected]: WWW.RELATIONSHIPONE.COM