Introduction to Eloqua 10
The Eloqua application has been redesigned from the ground up to be easier to use, more intuitive, and more efficient for building your marketing assets and campaigns. The focus is the Campaign Canvas, where you can assemble campaign elements such as segments, emails, and landing pages and use contact actions as criteria for campaign routing. Some of the major innovations and tools are described in this article.
My ELOQUA is the screen that is presented to you after logging in to the application. It provides access to the navigation toolbar (Campaigns, Assets, Contacts, Insight and Setup), Search, Help and Logout on the management toolbar, and to a dashboard that displays a default set of widgets for managing your most common tasks.
Features of My ELOQUA
Each user of Eloqua 10 at your organization can customize the My Eloqua page according to his or her own preferences, without affecting the other users' view.
On the My ELOQUA page, you are presented with a canvas to which you can add, modify and remove elements ("widgets") that you use on a regular basis.
Here is the default My ELOQUA page displayed immediately following a successful login:
The navigation toolbar at the top center of the page gives you access to all of the major areas and assets in Eloqua. Each asset and other function in this toolbar will be discussed in more detail in their respective help documents.
The management toolbar is located to the right of the navigation toolbar.
The management toolbar gives you access to several functions:
Search—Using the search function, you can search all the marketing assets (except Contacts) in the application for the character string you enter. You can include wildcards (? for a single character, * for multiple characters) in the search term. The search field is incremental, meaning once you reach the third character of the phrase you are searching, Eloqua will begin to display results. As you continue to type past the third character, the items returned will match your specific search term more closely.
Help—Click this button for a drop-down menu containing direct links for additional resources. These resources include: ELOQUA University, where you can sign up for instructor-led and online courses, ELOQUA Community (Topliners), an online community of Eloqua users and employees where you can share experiences and ask questions about the product, a direct link to Customer Central (ELOQUA Support Portal), a direct link to the Product Documentation Library (Knowledge Base) on Topliners, and finally, links to your account and contact use versus the number of contacts permitted on your contract with Eloqua. In addition, for any area of the application for which there exists a video tutorial (hosted on YouTube), there will be a section called VIDEO TUTORIALS with links to the corresponding videos.
The Widget Dock is a new feature of Eloqua 10, and it allows you to customize the My Eloqua page by adding or removing widgets. You can also change the background wallpaper of the My Eloqua page from this area. To display the list of available widgets, click in the lower-left corner of the My Eloqua page.
Double-clicking on one of the widget icons will add that widget to the My Eloqua page. Similarly, to remove the widget from My Eloqua, click on the Widget Dock, then click the "x" on the widget you wish to remove:
The widgets that are available for your use are:
Changing Background (Wallpaper)
To change the My Eloqua wallpaper image, open the Widget Dock and click Change Wallpaper to the right of the Widget icons:
There are six wallpaper graphics from which you can choose. Again, changing the wallpaper according to your preference will not affect the same customization for other Eloqua users at your company.
User Interface Tools
There are a number of new or redesigned tools and workspaces in the new application. You will be able to carry out your tasks more efficiently if you understand these tools and what they do.
The Campaign Canvas lets you quickly and efficiently build your marketing campaigns.
The Campaign Canvas is the heart of Eloqua®, the place where you can quickly and efficiently assemble and connect the elements of your marketing campaigns. The Canvas is designed to let you vastly increase the efficiency and usability of this process. You drag-and-drop elements of the campaign onto the Canvas, then configure and connect them. This allows you to rapidly build campaigns, whether simple or complex.
Example of a simple email campaign:
Example of a complex email campaign:
Editing assets such as Emails and Landing Pages in Eloqua 10 is easier than before thanks to the consistent editor interface throughout the application. The editors are almost identical but will differ slightly based on which asset you are editing. In addition, the tools (such as the tools pane and menus) are also standardized, thereby eliminating the need to learn different editor functionality for different assets. For example, the Email Editor is shown here:
New to Eloqua 10 are Launchpads from which you can create, open or upload an asset (Campaign, Email, Landing Page or Form). When you click on the Navigation Toolbar and select one of these assets, the corresponding Launchpad opens to provide quick access to corresponding functionality. The Launchpads also include a link in the lower-left corner to quickly return to the My ELOQUA home page, a button in the lower-right corner to access Reports, and a carousel-style box from which you can easily navigate to the Release Resource Center and Engage Resource Center on Topliners, Eloqua University (to learn about and sign up for classes), a link to the Insiders Group on Topliners and finally the direct link to take you to the Do It! section of Topliners where you can ask and response to questions from other Eloqua 10 users. It is a great area for sharing your experiences and recommendations/question with Eloqua employees and other Eloqua 10 customers:
The work area is the area in the middle of the page and below the toolbars and the status bar. This is where you work on your marketing asset, where you drag-and-drop elements or insert components. The size of the work area is customizable by using the Tools Menu.
At the top of the page on the left-hand side (under the "Eloqua10" logo), the status bar indicates the name and status of the current asset (such as an email or landing page) that you are working on. In addition, if there are errors on the page that need to be corrected, a red indicator will appear on top of the DRAFT button alerting you that something requires your attention in order for it to function correctly.
If the asset is shown as a "Draft," that means that your changes to the asset have been saved, but that the asset has not been fully configured and/or activated. If the term "Live" is shown, then the asset is in active service and ready for use.
While working with an Eloqua Asset, in addition to being able to right-click on the object to access standard functionality, you can use the Actions Menu, indicated in the upper-right hand of the page by a gear icon and the drop-down arrow. Here is an example of the Action Menu for Landing Pages.
Note: Descriptions for these tools and options are provided in the help area for that asset.
When you are in an asset area of the application (such as Emails, Landing Pages, Forms) and you want to view or edit an existing asset, you click Open, then select the asset in the Chooser (for example, the Email Chooser).
A Template Chooser window opens when you click New to allow you to select a template for a marketing object. You can select from all the available templates, from the most popular, or from only the ones that you have created.
The Settings window appears as a sheet drop-down from the top of the Work Area when you select Settings on the Actions menu while working on assets. It allows you to set up the configuration details for that type of object. For example, the following Settings window lets you set the configuration details for an Email.
An integral part of the new interface for Eloqua 10 is the addition of a toolbar that allows you to insert elements into your Email or Landing Page, as well as manage their format and properties. The toolbar is located along the left-hand side of the work area in the editor.
To insert an element into your Email or Landing Page, single-click on the corresponding icon:
Select an element that you wish to add to your Email or Landing Page by single-left clicking on the icon. You can insert any or all of the following elements in a marketing object:
- Image—Place an image in your landing page by either dragging it from the Image Browser to the correct position on the page or double-clicking on the thumbnail. Using the former method, you should first position your cursor at the location where the image should be inserted. Using the double-click method, you will be prompted to select a location on the page for the image.
- Field Merge—Use the field merges to insert personalization into your landing page. For example, you can place a First Name field merge on the page to draw in the visitor's or contact's first name from their data record and display it on the page.
- Signature—Insert an Agent's signature layout by dragging it from the browser to the email. This allows you to dynamically alter the signature in the email depending on data values in the contact's or visitor's data record (for example, by sales territory).
- Form (Landing Page only)—Select Form to add a Form with fields that a contact will fill out and submit to add details to your Eloqua database.
- Hyperlink—You can select text or an image and turn it into a hyperlink to a landing page, a page on the website, a file in file storage (such as a PDF), a new email message, system action or other webpage.
- Text—Opens a text box that you can position in any part of the page in which to enter text content.
- Shared Content—Drag sections of reusable content (that can be used in any email or landing page) to the correct position on the current landing page from the Global Section Browser.
- Cloud Component (Landing Page only)—Select Cloud Component to add a graphical element to your Landing Page for users to access direct links to external apps such as YouTube videos, Facebook Like buttons, and more.
- Dynamic Content—Drag a dynamic content component into the correct area of the email. This allows different email content to be substituted depending on rules and conditions to display different content within a particular email.
You can select a component in the work area, then access the Tools panel (click the Tools button on the left) to control the style, dimensions, fonts used, etc., for that component. The tools in the Tools panel change depending on the component you are configuring. For example, if you select text, then open the Tools panel, you will see the following tools to allow you to set the font, size, weight, alignment, color and background color, and more for the selected text. You can switch between tool sets for that marketing object by clicking the buttons at the top of the panel.
You can obtain assistance with the features and functionality of Eloqua 10 in a variety of ways:
- Documentation Library (Topliners): Links, by category, of all Eloqua 10-related documentation, including blog posts, printed documents (PDFs), articles, videos and other resources. Click here to access the Documentation Library.
- Inline help with certain fields within the application, by clicking on the "?" next to the name of the field.
- Customer Central Support Portal. Click the "?" in the upper-right corner of the window for direct links to the Eloqua Support Portal, Eloqua University and the YouTube video tutorials.
- Topliners. Share information with your fellow Eloqua users worldwide by going to www.topliners.com, where you can obtain latest news, up-to-date information on upcoming releases, ask questions, and more.
- Eloqua Technical Support. Log a case online or contact Eloqua Technical Support via the telephone number for your region.