Overview Guide 1

Question 1

Describe the 6 major milestones and key deliverables of the available implementation offerings

Answer 1

1. Security Settings
2. Admin Configuration
3. Email Configuration and Preference Management
4. Branding and Deliverability
5. Tracking
6. Form Config

Question 2

What do you need to provide during the Admin Config stage?

Answer 2

Provide list of Eloqua users. Provide campaign canvas settings (such as fiscal year)

Question 3

What do you need to provide during the Email Config stage?

Answer 3

 Provide lists of bouncebacks, unsubs, and contacts not in CRM and competitor domains
 Provide default email header and email footer text
 Select subscription management option
 Provide sample HTML email and included images

Question 4

In what milestone do you 1. request dedicated IPs, 2. Configure branded bounceback subdomain, 3. Provide company logo, 4. Provide default “Reply To” and “Sender Display” name and email address

Answer 4

Branding and Deliverability

Question 5

What happens during the Tracking Milestone?

Answer 5

1. Generate website tracking script
2. Decide on microsite
3. Provide list of additional websites to track

Question 6

What are the 6 client documents needed for implementation?

Answer 6

1. Security Settings workbook
2. Eloqua Users List
3. Email Marketing Lists to upload (excludes)
4. Email Defaults (default header/footer text)
5. Branding and Deliverability assets (sub-domains)
6. Tracking Materials

Question 7

Who are the key attendees for integration?

Answer 7

Includes stakeholders from both marketing and sales, Eloqua Power users and Eloqua Admins plus any team data stewards. And CRM Admin

Question 8

How do you generate key reports?

Answer 8

Analytics -> Insight -> Catalog. Click Shared Folder and Email Folder. Open the Email Analysis Overview report and select a start date

Question 9

What are the 6 key reports that you can generate?

Answer 9

1. Campaign Analysis Overview
2. Email Analysis Overview
3. Email Bounceback Overview
4. Form Submission Overview
5. Website Overview
6. Website Visitors by Webpage

Question 10

How do you create a segment?

Answer 10

Select Segments from the Audience Drop-Down menu. Click Create a Segment. Click Blank Segment. Give it a name and save it. Click the Plus icon and select filter criteria. Click Save