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Just about to postal here Why is pdf document tracking so infernally hard or am I just missing something?

 

Documents are at the center of any effective nurturing campaign and their handling and tracking should be as simple as tracking, filtering and scoring forms or emails. I know I have ranted about this before, but nothing seems to happen to this handicap the size of Mount Everest.

 

If I want to create campaign filter step that checks if contact has downloaded a document I have to:

1. Upload the document

2. Create a link on a landing page or email

3. Select 'File in File storage'

4. Find the document and select it

5. Select 'Webpage'

6. Select redirect and save

7. Go and click the links on the landing page or email.

8. Go to Setup -> Tracking ->Update sitemap

9. Go to Setup -> Page tagging -> New tag -> Scrolll around a huge sitemap info to find a document somewhere in http://img.en25.com and save the tag

10. Go to Segmenting and create a contact filter with Visited Page Tag -rule

11. Find the tag and save the segment.

12. Make the filter public.

13. Go to the campaign, drag a Shared Filter Member and choose the tag.

14. Repeat for all the documents.


And there you go. All this just for you to track document downloads. If there is an easier way, I haven't found one.


Please somebody tell us that something is being done about this

Carmelo.png

Written by my collegue & friend Carmelo Andronaco, a salesforce solution architect in our Australia office.

 

Highlights From The Salesforce Winter 14 Release

Winter is coming! Time to get inside and snuggle up. No need for a fire, just get a copy of the Salesforce Winter 14 release notes, there are plenty of fireworks to keep you warm. Here is a quick guide outlining some of the key features that could help your organisation make the most of the updates. These functional updates can help improve efficiency and keep your organisation ahead of the pack.

General:

Performance Edition (to replace Unlimited)
Performance Edition includes all Unlimited functionality that combines CRM and the Force.com platform with Data.com, Work.com, Identity, Live Agent, Salesforce Knowledge, and additional sandbox functionality.

Unlimited Edition will no longer be available for purchase. Customers using Unlimited Edition can continue to maintain and renew their edition, or upgrade to Performance Edition.

Additional Search “All fields” on Enhanced Lookups
Salesforce lookups have always used the “Name” of the record to search for a match in a lookup field. Now you can use an “all fields” option to search across the record. This makes it easier to find the correct records. Now you have the ability to find a Contact by email address, or locate an Account by Account Number—very helpful.

Sales

Salesforce Console for Sales
Although the majority of the sales data can already be seen in the console, the official support will likely bring all of the standard Tabs into the Console view (i.e Home Tab, Activities, etc). The Salesforce Service Cloud™ Console has a very powerful “integration toolkit” to allow for improved agent flow in Service. The integration toolkit will likely unlock more diverse functionality from the Sales process flow. This feature is free in the Performance Edition, but it requires a Permission Set License in Enterprise and Unlimited editions.

Forecast Improvements
Forecasts now support the ability to show Opportunity Splits, a previous feature that allows you to share sales credit across multiple opportunity team members. Forecasts are just getting better and better, as they also now support the ability to forecast Product Groups. This powerful feature can make a difference to your budgets and forecasting— e.g., if your organization groups products and services into families (like “hardware” and “software”), forecasts now allow you to better predict revenue and a sales representative's quota attainment.

Service

Case Feed
Case Feed will now be the default view for all Cases by new organisations. If you are an existing user of Cases and are not using the Case Feed, you should consider adding it to your roadmap. Salesforce.com is investing in this layout and it has features that will not work in standard layout (e.g., Quick Text, Attach an article PDF to an email from knowledge sidebar, etc).

Knowledge is free, if you want to read it
Knowledgebase Articles are now available to “read” for the majority of users* without an additional feature license. Only the users who create, edit, delete, and publish knowledge articles require an additional feature license. Chatter will also be included for draft articles, to help collaborate on content prior to publishing. Time to share and spread the knowledge!
*Chatter Plus / Force.com license users will still need the feature license.

Recurring Milestones in Entitlement Processes

The Entitlement and Milestones in Salesforce were hard to fit into most use Cases for a lot of businesses. The linear timeline was sometimes unreliable, as there is frequently a need to alternate between internal groups, or the customer to help solve a Case. With recurring Milestones, we can now track the SLA for each step as it recurs over the Case lifecycle. There are also a few new Case Feed items to help with visibility and tracking.

Chatter

Mention Groups
Chatter now makes it easier to reach out to internal specialist groups. This improves connectivity and collaboration when you need it most. Need help with a certain product for a sales pitch, or service support? Simply @mention a group of experts and have it appear in all of their feeds, as well as in the group feed. Find the information you need and get a collaborative response faster.

Mobile Updates
If you are using Salesforce Chatter and are not using the latest mobile edition, you are missing out! Chatter has become a powerful mobile application for your Salesforce data. Recent updates allow for chat on records, as well as editing and updating of the record data. When installed on an iOS device, any Salesforce email will also open in the Chatter Mobile App. Administrators are experiencing better controls to help manage Chatter apps connecting to their Salesforce instance.

Chatter is becoming the way companies communicate internally and do business. You won’t regret jumping on board with the latest mobile edition.

Reporting

Historical Trends
Historical trending comes with a new custom report type designed to highlight changes between any five snapshot dates. It adds the ability to analyse day-to-day, week-to-week, and month-to-month changes in the Opportunities object and up to three custom objects.
There are some overall limitations to watch out for, but this is a step in the right direction by salesforce.com to improve the overall analytics of the platform.

Embedded Analytics
Constantly jumping into Salesforce Reports to obtain basic analytics about an Account or Case can be arduous. Now, up to two report charts can be embedded into the standard page layout. Add a quick graph to show the different opportunity or Case stages for an Account...everyone loves pictures!

Other features worth mentioning:

  • Workflow for the User Object
  • Salesforce Files — Pilot (Possibly a new name for Chatterbox?)
  • Chatter Posts now support 5000 characters
  • Ability to Freeze User Accounts
  • Analytics API - Access Salesforce Report results via an API

What Now?
Read the full release notes and official Winter 14 overview here.

Already using Salesforce and just never get a chance to take full use of enhancements in every release? Sign up for Bluewolf’s free Salesforce Health Check.

Data management and data hygiene are probably the most overlooked components to a successful marketing automation initiative, right after content.

 

I recently learned of a large enterprise with marketing automation that was blacklisted by ISPs.  The blacklist status effectively shuts down all outbound marketing efforts right as they are heading into Q4.  This happened because of poor data management and data hygiene.  It can happen to any organization with marketing automation.  When it happens, heads roll because it impacts customer engagement and revenue.  The audit process for getting off ISP blacklists isn’t easy. Can you imagine being responsible and for this with your organization?

 

Building a plan with a budget can prevent these nightmare situations.

 

Here are eye-opening stats on B2B data quality:

 

According to Sirius Decisions

  • 25% of the average B2B database is inaccurate
  • 60% of companies surveyed had an overall data health scale of “unreliable”
  • 80% of companies have “risky” phone contact records

 

NetProspex reports in their 2013 State of Marketing Data

  • 64% of companies surveyed have “unreliable” data and 34% have “questionable” data
  • 61% of companies surveyed said 35% of their records were “incomplete”

 

How do CMO’s and Demand Generation Directors avoid getting their companies blacklisted? How do Modern Marketers ensure over 90% email deliverability month after month? How do companies maintain CAN-SPAM Act compliance? What sources of data are used to build, maintain, and append the database?  How do marketing automation teams keep out the spam traps and keep the good contact records up to date?  These are mission-critical questions that need a plan.  Operating without a plan puts marketing operations, reputation, and revenue at risk!

 

 

Here are steps I recommend as the starting point for effective management.

 

Establish a data management strategy

Do you have a data strategy?  Chances are you don’t.  Build the strategy and business case that a budget will support.  A marketing automation platform needs regular health checks and ongoing maintenance.  Define the standards for complete records and manage how the database grows and where records come from.  Define the minimum standards for deliverability rates.  Establish requirements for data providers.

 

Marketing Automation and CRM platforms need regular updates, health checks, de-dupes, and data appends. A database will have a natural decay of contact data because people change jobs, companies go out of business, and mergers happen.  All of these events directly impact the effectiveness of a database.  Keeping the database healthy is strategic to maintaining a strong revenue pipeline.

 

 

Check your database for a baseline of health.

Get a database health scan before implementing the strategy or randomly buying tools or hiring consultants.  A good health check should identify spam traps and determine record completeness at a minimum.  Don’t forget to check phone records as well.  Find a reputable organization like Unlock The InboxReachforce or NetProspex to conduct a health scan for a baseline assessment.

 

 

Budget for data hygiene in 2014

Imagine the situation where in July 2014 your email deliverability tanks to 80% and pipeline opportunities decline. Not fun, right?  Data hygiene is an investment that builds marketing automation effectiveness and drives revenue!  Investments are typically needed to for tools and services regularly clean out spam traps, update and append data records, and perform detailed de-duplication.

 

CRM and marketing automation platforms have some basic tools for de-duplication and there are often free utilities or connectors that can serve as temporary solutions.  Finding service providers and platforms that can enhance the free tools are a prudent step, especially when starting a clean-up process.

 

 

Maintain Regular Maintenance and Updates

A database is like a car. Regular maintenance keeps the machine running smoothly and efficiently with the best performance.  Here are just some of the items to monitor and manage:

  • Deliverability – anything below 90% is a red flag.  Why are messages not delivered?
  • Opportunity pipeline growth – Are conversions and opportunities decreasing?  Many factors go into this but even the best content and campaigns will fall flat without a healthy database.
  • Reputable Data Sources and Partners – We all get the spam emails from the offshore list brokers that offer segmented B2B contacts for pennies on the dollar.  Don’t. Do. It.  Chances are cheap lists are loaded with questionable contacts scraped from websites by offshore sweatshops.
  • Monitor the soft email bounces – are they increasing over time? Why are soft bounces happening?
  • Monitor sender scores using services like ReturnPath. This is especially critical for marketing organizations using dedicated IP addresses for outbound marketing.  The higher a sender score, the better the reputation which helps ISP’s monitor and allow emails from trusted sources.
  • Prevent Duplicate Records – Use de-duplication platforms like RingLead whenever importing new data, or when performing regular updates.  This keeps records clean and can merge duplicate records in the CRM or marketing automation platform.
  • Append and Update Records – Keep records up to date with a data provider to ensure the proper taxonomy, addresses, phone numbers, email addresses, and syntax are correct.
  • Segment Old Records – Don’t delete old or outdated records completely.  I recommend placing old records in a quarantine or sandbox that is kept away from marketing and sales operations.  Even after de-duplication and data append, old records may be needed for an audit or opportunity research.
  • Contact cadence and governance – Who can send outbound communications, when, how often, and who receives the messages?  Set a clear policy that the entire organization understands.
  • CAN SPAM – Does your marketing operations team understand CAN SPAM requirements for the US?  What about Canadian and EU requirements? Ignorance is not the same as innocence when trouble arises.  The US Federal Trade Commission offers these guidelines for compliance.

 

Plan Wisely!!

Data management and hygiene is strategic and helps keep marketing automation and demand generation running strong.  Putting off the health checks and maintenance will directly impact revenue opportunities, customer engagements, reputations, and even whether or not someone keeps a job.

 

 

What is YOUR plan for 2014?

Some of you in Topliners are running CRM systems for which Closed Loop Reporting is not provided.  If so, we have good news for you.  4Thought Marketing can now implement full Eloqua CLR functionality, even if you’re not using an Eloqua-supported CRM.

 

4Thought Marketing has implemented Closed Loop Reporting (CLR) for Eloqua/NetSuite that relies on its 4Bridge Eloqua Integration Solution.

 

The identical CLR functionality that SFDC and Oracle CRM customers have had, is now available for all NetSuite users. The 4Bridge implementation uses the exact same code, reports and functionality for CLR in Eloqua that are used with native Eloqua integrations.

 

To learn more, read the press release or read 4Thought Marketing's Eloquality blog article.

Hi Everyone,


Activity Driven Content (ADC) is awesome! I recently used it for the first time within a few emails from a nurture campaign and achieved incredible results (doubled our avg open rate, attained 7 times our avg CTR, and had 0 Unsubscribes. Wohoo!)


To share with the community the lessons I learned while creating my first ADC email,I made a quick guide on How to Create ADC Emails from Start to Finish (Which I have attached to this blog post).

 

Using E9, I explain everything from creating datacard sets, ADC optimized templates, and emails with ADC content sections.


Hope this is helps!!


Best,

Spencer

Here’s the challenge: You’ve got thousands or tens of thousands of contacts in your Eloqua database for whom you don’t know the country. This is a serious issue, given the privacy laws.

 

Question: For data cleansing or data washing machine, what’s the best way to determine the country given the information that you do have access to?

 

False Start: No, the email domain suffix is NOT the best way to determine “country”, especially in today’s multinational world.


In this article, we outline seven decision rules that will give you much better results.

I am working with a designer who is creating some responsive email templates. They look great in a number of email clients but look terrible in Outlook 2007 and Outlook 2010. Any tips or tricks from the community?

So you've launched your new customer relationship management (CRM) instance, congratulations!

Unfortunately, your work is not done. Ensure ROI and continued innovation on your new technology by avoiding these common mistakes.

Infographic_5_Post_Launch_Mistakes.jpg

Almost any modern marketing agency uses jquery to add functionality to forms and websites. Today I wanted to share a great Jquery plugin that makes cooking a browser a breez!

 

First make sure your website/eloqua landing pages call the Jquery Library.

Then install the jquery cookie plugin which can be found here: https://github.com/carhartl/jquery-cookie

 

Setting a cookies is as easy as:

$.cookie('the_cookie', 'the_value', { expires: 7 });

 

'the_value' can be a variable that you set such as a string of parameter data, or a user id.

 

Reading a specific cookie:

$.cookie('the_cookie');

Or reading all cookies:

$.cookie();

 

Read the readme file on github or check out this resource for more information: Working with Cookies in jQuery

I think that it's harder to visualize activities in the bar chart. The bars are thin and far apart. I think that look&feel is better but not very clear to read.

Yesterday i had an issue that I at first did not understand.

 

Problem:

I had a form that posted data to an Eloqua form using an AJAX call. It all worked great untill we had to try it on mobile devices (WP8 worked but not Android and iPhone/iPad).

It turns out that some devices have an unrealistic approach to how much you need to cache on mobile browsers. So, unstead of posting to the url, the browser returns the cached result and did not post my data to get an updated result. The outcome was that no data was submitted to the Eloqua form and none of the processing steps was executed.

 

Solution:

You need to make sure that the page you are posting to have a different url for each call. In JavaScript, i did this by adding a datetime stamp to the url as a parameter. I also added a no cache statement to the http header of the call. See example below:

 

Before fix:

    $.ajax({
   url: 'https://secure.eloqua.com/e/f2',
   cache: false,
   type: 'POST',
   dataType: 'jsonp',
   data: data,
   success: generalsuccess(),
   error: function (data) {
   if (data['status'] != 200) {
   generalError(data);
   }
   }

 

 

After fix:

$.ajaxSetup({ type: 'POST', headers: { "cache-control": "no-cache" } });

    var currentTime = new Date();

    var n = currentTime.getTime();

    $.ajax({

   url: 'https://secure.eloqua.com/e/f2?nocache=' + n,
   cache: false,
   type: 'POST',
   headers: { "cache-control": "no-cache" },
   dataType: 'jsonp',
   data: data,
   success: function (data) { generalsuccess(data) },
   error: function (data) {
   if (data['status'] != 200) {
       generalError(data);
   }
   else {
       generalsuccess(data);
   }
   }

    }

What is the CVP.aspx file?  More importantly, how can I use it for more that what it was designed for?

 

Although I was never given a formal definition by the development team, nor have I ever seen the code of that aspx file, I've come to learn that the cvp.aspx file is just a bunch of instructions that logs a user into Eloqua and redirects to the URL provided on the link.

 

Here's what I mean:

 

A typical custom weblink to Eloqua, the same one you put on the CRM for things such as "Add a Contact" "Unsubscribe a contact" or "View Lead History"; looks like this.

8-14-2013 8-55-35 AM.jpg

 

Breaking that down into its components, it's like this.

 

8-14-2013 9-06-37 AM.jpg

With that, you can keep everything but the URL constant and access any part of the Eloqua application.

 

Applications:

 

1.  Data Exports -- remember how annoying it is to setup a SFTP to have the Eloqua Data export module target?  With a CVP.aspx link, you can actually just grab that Eloqua generated report URL from the Data Export module and plug it in as the value of URL in the cvp.aspx weblink.  Imagine, you can have an API/webservice using that cvp.aspx link and it automatically accesses the report from Eloqua and uploads it into your external database!

 

8-14-2013 9-16-17 AM.jpg

 

2.  Prospect Profiler --- I'll just leave this here

8-14-2013 9-23-51 AM.jpg

 

3.  Pop-up reports... Any pop-up report you can get in Eloqua that has its unique URL.

8-14-2013 9-58-44 AM.jpg

 

Of course, access to parts of Eloqua are still determined by what security group you have the weblink user has.

I'm pretty sure there's a lot more applications with this so I leave it to you to come up with more.

 

===

MikeGarcia’s Chocolate Factory … probably not the best practices – but good enough!

MG-008- 20130814

The following two tables provide a list of cookies that get dropped when you browse to an Eloqua tracked webpage -- whether it be an Eloqua landing page or an external webpage that has Eloqua Tracking scripts on it:

 

1) Strict-mode tracking is enabled:

CookiePurpose
ELQSITEVISITEDThis cookie has one single value "Yes". It is a session cookie and will be dropped and set to Yes when the webpage calls elqTrackPageViewDisplayOptInBannerByCountry or elqTrackPageViewDisplayOptInBannerForAll, so the strict-mode banner is only shown once during a session.
OPTOUTHas a value pair of s+siteid=1 or s+siteid=0. The purpose of this cookie is to store the client response to the opt-in prompt.
ELQCOUNTRYThis cookie has a value of all the countries that are subject to strict-mode tracking in the install
ELQSTATUSThis cookie gets dropped ONLY if the client consents to being tracked
ELOQUAThis cookie has a value pair of guid = randomly generated string of characters and numbers.

 

2) Standard tracking:

CookiePurpose
ELQSTATUSThis cookie gets dropped automatically
ELOQUAThis cookie has a value pair of guid = randomly generated string of characters and numbers.

As many of you might know, the Eloqua UI is nothing more than HTML, CSS and JavaScript. This means that you are actually able to change the look and feel and also the general functionality. For this i use GreaseMonkey as it allows me to run custom JavaScripts inside Eloqua UI.

 

The following script will add the file names as Alt values to the images inside the image browser when editing landing pages or emails. To install the script, simply use the link below, press the install button in the top right corner and press install in the pop-up. To install the script you first need GreaseMonkey installed

 

Alt names on images in Eloqua image browser for Greasemonkey

Just a quick post to talk about something we recently did in our Eloqua instance around page tagging. It's kind of one of those palm-to-forehead moments for us Eloqua geeks here at baby-doh.jpgMcAfee since such a simple thing solved such a time consuming problem.

 

Here's the scenario: we use page tags in Eloqua to identify high-value-assets/pages on our web site so that we can then use those tags in a filter in our lead scoring program. The problem is that every time a new high-value asset or page emerged on our site, we had to manually go in and add that page or asset to our high-value asset page tag.

 

If you've ever had to do this, You know that it's a huge pain because for some reason, (probably a great reason) Eloqua catalogs every permutation (misspellings & typos) of nearly every folder on our site and thus it can take a good while to finally find the page or file you need to add.

 

I got to thinking This is marketing automation! There's got to be an automated way to do this! And of course, Eloqua being as awesome as they are, there is. It's called Auto-Tagging Rules. Here's the Topliners article on how it works: Page Tagging: Creating Auto Tagging Rules

 

Also, Ashok kumar has a good breakdown in this thread on how they work: Creating Page Tag with Auto Tagging Rule

 

I initially couldn't quite figure it out because I was trying to automatically add pages to a tag that we had already created, years ago. Then I realized, that the Auto-Tagging Rule would simply create a new page tag and all I had to do after creating and running the rule, was to add the new page tag to our high-value asst/page filter from our lead scoring program and voila! It works.

 

Now all visits to this folder (in this instance the white-papers folder) will be counted as a visit to a high-value asset and the visitor will get the corresponding points in lead scoring. The best part (and really the whole reason for this work) of course is that now when we get new white papers dropped into that folder by the web team, Eloqua will automatically add that paper to the new white-papers page tag and I don't have to lift a finger.

 

Guess that's why it's called marketing automation. Love it!

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