are you on E10? if so, power tools is a bridge to some old E9 stuff.. i dont think there is any charge associated with that one.. just raise an SR... also, if you have the analyzer license for insight, you can create a custom report to show the contacts in a particular shared list
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Re: How to send shared list on a regular frequency?
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Re: I feel like this should be obvious...
Yeah, this is the way to do it - and I think you can do it even if the assets are hosted in different places, you just have to pass the full URL of the asset instead of just an ID, which is probably what you're doing anyway.
When you say "the form captures the requested asset in a hidden field" what exactly do you mean? Is the value being passed through the hidden field the actual URL of the asset? If so, then just create a contact field for "last content downloaded" or something, and update that field with the asset URL. In the email, simply place a link that uses a field merge on the "last content downloaded" field to insert the URL of the asset into the href of the link.
There is sometimes an issue with quotation marks in the code that comes up when you try to use a merge field in the href of a link. The merge fields are html <span> tags that have quotation marks within them, and if they use double-quotes it will interfere with the quotation marks around the URL. So you might need to edit the code to change the quotation marks around the URL to single-quotes. If you run into this problem and you're having trouble, post the code for your link and we can have a look at it.
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Re: I feel like this should be obvious...
Oh, hey Monica, you said you're using MODX right? I have some tools for MODX that you might have use for, including a plugin for managing webinars called Webinex (it's published in the MODX Extras list), and also a form management plugin which I've never polished enough to publish but might still be useful if you need a robust solution for managing forms on your site. Let me know if any of that is interesting - I've done quite a bit of work on integrating MODX with Eloqua and I'm happy to share code.
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Re: Allow Contacts to PAUSE in Preferences
That's a better idea than mine.
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Re: Mandatory multi-select pick lists for forms
Brilliant!
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Re: Picklist form field cannot be marked as required
Hi, Ben. As Jenna mentioned below there are ways to make picklists required. We build all our code and often heavily edit the form code that's generated by Eloqua. For the example you showed above, changing the code to <option value="">Select One</option> will eliminate the problem of "Select One" being a valid option.
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Re: Picklist form field cannot be marked as required
I would look into jquery.validate if you want to code the validation yourself, rather than trying to code your own validator. jquery.validate has robust validation features and handles single and multi-select lists well, as well as radio buttons and other tricky cases.
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Managing shared assets? (Re-inventing the wheel)
My company has been using Eloqua for quite some time. When I joined, I found a long list of shared assets -- some dating back to the Eisenhower administration.
During my Eloqua University training, I've been encouraged to "share" assets with my team whenever possible. However, I'm not entirely clear on how to best take advantage of useful assets that a long-departed co-worker may have created.
For example, let's say that I created a shared filter that gives me a list of all people in the US who would gladly trade a cow for a sack of Magic Beans.
I save it as a shared filter (and maybe or maybe not include the optional description)
Now, assume that a co-worker in another department (perhaps in another country, who probably doesn't know me) needs to find a list of customers who are interested in Magic Beans.
Other than wading through the hundreds of shared filters that have accumulated in the system over the years, is there a "Smart" way of finding that filter (and, by extension, any useful shared asset?)
I am eager to share my new assets -- but even more eager to leverage what the more-experienced Eloquans have shared.
Thanks!!
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Re: Program Builder - Missing a step?
No, we are uploading from our previous email management system to get started and start mapping out the processes moving forward.
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Re: Program Builder - Missing a step?
Thanks, Erin. This did help.
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Re: Duplicate Email Address in SFDC
I don't think we had the case were Eloqua was creating the duplicates. But you could also use the created date or the user id (eloqua's id) to mark the newest record as not the master or to mark any duplicates created by Elqoua a not the master.
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John McNeil Studio, Marketing Automation Consultant, Berkeley, CA
Location: Berkeley, CA
John McNeil Studio (JMS) is a collective of strategists, writers, designers, filmmakers, technologists, musicians and photographers who help companies tell compelling stories and build brands. We love digital but embrace print. We are founded in aesthetics, but also in utility. We make things that make brands grow.
Demand Generation Team Description
We are building a Demand Generation team of systems experts who can analyze and audit data, turn data into insights, and build and refine strategy based on this knowledge. The Demand Gen team will design Industry best practice campaigns based on client requirements, the JMS collective team input and help advise clients on the most effective Demand Gen strategy for their unique brand.
The team will consistently monitor campaign and lead generation metrics, refine campaign flow, build strategies to optimize engagement during the life-cycle of marketing efforts, and ensure proper system set-up to enable effective campaign reporting and analytics through regular metric presentations.
Specifically, team members will assess client marketing system capabilities, determine whether they are using the system/platform to its full potential, and recommend enhancements/improvements as needed. The team will serve as a strong technical partner the client can rely on for solid advice related to their Demand Gen objectives.
Marketing Automation Manager/Consultant
We’re looking for a Marketing Automation Manager/Consultant to join our Demand Gen team in Berkeley, CA. You are someone who is adept at using marketing automation technologies, can build strong relationships both with clients and internal teams, exudes confidence when interacting with clients, and can serve as a consummate expert in all things Demand Gen. You are familiar with potential consumer touch-points from content marketing and blogging, SEO, social media, direct and email marketing to Pay-Per-Click (PPC) advertising, content syndication, and telesales, and how each of these touch points can impact our clients brand. You have hands-on experience executing lead scoring and nurturing campaigns, testing and optimization.
Role
- Contribute to/develop presentations and eloquently demonstrate Marketing Automation/Demand Gen capabilities and benefits to clients and prospects.
- Work collaboratively with both client stakeholders and JMS Project Managers and Strategy team to scope, analyze, design, develop and deliver quality solutions closely aligned with client’s brand, business requirements and project objectives.
- Demand Gen engagement strategy optimization - assess clients’ marketing data and platforms to ensure capabilities are maximized and the right metrics are captured to consistently refine and fine-tune campaign flow.
- Create process flows and key team documentation.
- Responsible for identifying and pulling leads from client and 3rd party databases leveraging our clients infrastructure.
- Proven ability to problem solve, work collaboratively with clients and internal cross-functional teams, and to serve as liaison, consultant, and advisor.
- Setup campaign testing or provide guidance on how to do so in client’s marketing automation platforms platform.
- Identify data needed to execute and track Demand Gen strategies.
Qualifications
- A comprehensive understanding of data driven marketing strategies and ability to run campaigns within systems to either directly manage or recommend steps for execution.
- Solid understanding of marketing data capture and processing.
- Passion for innovation and technology with a solid understanding of Marketing Automation/Demand Gen best practices and trends.
- 5+ years experience in direct/digital marketing agency or on internal corporate marketing team.
- Demonstrated knowledge of marketing automation tools (Marketo, Eloqua - Masters certified preferred).
- Craving for a fast-moving, entrepreneurial agency environment.
- Excellent communication and interpersonal skills, including the ability to work effectively with both technical and non-technical project members.
- Ability to prioritize tasks and set expectations to manage multiple projects at once.
- Self-starter — ability to manage projects independently and with minimal supervision.
Interested in joining us? We’re currently hiring for the positions listed below. Send your cover letter, resume and portfolio to: jobs@johnmcneilstudio.com
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Re: Is there a way to see how many accounts are in the database?
you can directly run a company filer.. run it for name is not blank and you should see the total count of companies...
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Re: Can you delete contacts via program builder?
Yes, this can be done but it's kind of counter-intuitive. It's done using a deduplication rule. Dedup rule handler sets have the option to delete contacts. I think the usual way to do it is to add them to a shared list, then use a dedup rule to dedup the shared list against itself (that will trigger a match on each record) and then in the handler set for the dedup rule, tell it to delete the contacts. That should automatically delete the entire list.
Make sure you test carefully first before running real contacts through though.
Here are a couple of articles on dedup rules: Deduplication RulesOverview of Deduplication Rules
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Re: What does the "default" choice do in Forms Processing when mapping content fields?
Hey Bryan Thompson! My understanding is that the default option means you will be defaulting to the configuration that the Admin set up when creating and configuring those specific contact fields. So if they set up the First Name contact field to 'Always update', then if that was set to 'Default' it would always update. Here's a helpful TL discussion which helps clarifies when you'd use the other update logic options. Hope that helps!
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Re: Can you delete contacts via program builder?
Here's another thread discussing this, Aaron Riley talks about using dedup rules but doesn't give a detailed procedure: Can you delete a contact via Program Builder?
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Re: Have you used InsideView?
Heard good things - haven't used it!
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Re: Activity data semantics: mutability and time ordering
The createdAt time is accurate to the second. Filtering on createdAt > date/time, where date/time is the end time of the previous sync, there should be no overlap.
Activities are not created with past dates, so there should be no need to consider overlap in when exporting.
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Re: Activity data semantics: mutability and time ordering
Christopher Campbell wrote:
Filtering on createdAt > date/time, where date/time is the end time of the previous sync, there should be no overlap.
Great, thanks!
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Segment hierarchy/ avoiding double email sends?
Looking to talk this one through.
I have a bunch of emails that need to go to targeted segments. Specifically, the emails are based on class reunion year and on age. So, for example, I take the class of 1955 and create a filter to create the segment. However a person in the 1955 segment (let's call him Jack) might have two degrees (eg: 1955, 1960), and while I have a different email for the 1960 grad, I don't want Jack to get the 1955 and the 1960 email. I know that I can create the 1960 segment and exclude the 1955 segment as a shared list and/or filter. However, I have 20 of these segments, and I see it getting unwieldy by the last (most general) segment when I need to exclude 19 other shared lists/ filters. (ie: in addition to the specific classes then I have a general catch all segment from everyone between say 20 and 50 years old, so I want everyone in those segments who aren't in the class lists).
Am I going about this mentally the wrong way? Is there an easier way to institute a hierarchy of segments? I usually put these all on one big canvas for reporting purposes/ ease of use for me...
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