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Financial Services Blog Posts

Five Social Media Compliance Best Practices for Financial InstitutionsFinancial Services is Yielding High Returns Through Content Curation7 Tactics Advisors, Agents, and Brokers Should Consider When...

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Re: Who Will Be Your First Client To Offer Cryptocurrency/Bitcoin?

I own a few . I'm no expert though. Marketing Campaigns: TechCrunch appeals to the tech world. Accepting bitcoins isn't really a game changer and probably shouldn't be a marketing campaign for your...

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Re: If I have multiple page layouts for lead do I tell Eloqua to put lead...

All, We are having the same issue. We have tried sending the salesforce lead record type name and lead record type ID. Neither will create the correct lead record type in Salesforce. Any help would be...

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What is the process for a contact to remove themselves from the "Global...

We have several contacts in our System that are on the "Global Exclude" (eloquas master list).  Is there a process for the contact to have themselves removed from this list?

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Re: Comments field limited to 100 characters

okay I see, yea I can see that being a problem, even if we just started with Eloqua there will be no guarantee that the comments will all dissapear. What do you think about just created a whole new...

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Re: BP Templates

Paul,Gotcha... Yes, they do exist in E9. It sounds like you've already contacted support? If not, I would recommend it to ask for their help to upload the BP templates to your Eloqua environment. I'm...

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Re: What is the process for a contact to remove themselves from the "Global...

Hi Kim,  It really depends on what got them there.  If they bounced they won't be able to remove themselves, if they unsubscribed they could resubscribe via your preference center or if someone added...

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Re: Comments field limited to 100 characters

Yes, that's what I'm saying - just make a whole new field and map it to your Salesforce Comments field - and then transfer the data from the old comments field to the new one.

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Re: What is the process for a contact to remove themselves from the "Global...

Hi Lauren,  Thank you for your response, I am mostly concerned about the contacts that are marked as "Excluded from Email: Global Exclude".   This is because they are on a list that Eloqua maintains....

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Asset inventory for clean-up project

Hi all, a question for you.  I am interested in pulling an inventory of all our Eloqua assets (e.g. landing pages, campaigns, emails, forms, pictures, etc.) in order to do a clean-up of our instance...

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Re: For Those Professionals Longing for the Carefree Summer Days of Childhood

Great post Marilyn. I'm definitely going to try a few of these, especially enjoying the outdoors and eating outside. Another "field trip" that I just found out about yesterday fits perfectly with your...

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Re: For Those Professionals Longing for the Carefree Summer Days of Childhood

That.Is.Awesome.  I seriously need to figure out a way to go!

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Scheduled emails: How large of a window do you need to set to insure your...

What are your thoughts on a minimum window that you can schedule a reminder email to be sent from Eloqua and feel confident that it will arrive before your event? We just had a webinar at 9am today...

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Re: How to Integrate with a second CRM?

Hi Ben, It is certainly possible to integrate to instances of Salesforce with Eloqua, the right approach depends on which data you want to send to a particular instance (or to both if your business...

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Re: When to use SOAP API and when to use RESTfull API for Eloqua Integration

Hello Rah, In general you should decide based on the functionality you want to use in the short term, generally the REST API is more recently released and will be more supported in the future. Please...

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Re: Eloqua adds a 5 pixel height to all table cells

Are you inserting your code into one large text box, or a series of smaller ones in the layout you have in your sample? Outlook handles padding and margin in funny ways and often a separate set of...

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Re: Asset inventory for clean-up project

Hi Ben, thanks.  Did you write the scripts yourself or leverage an outside consultant?  I baffled by the fact that this isn't a core capability in the system.  Any hints/tips from you would be most...

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Re: Eloqua adds a 5 pixel height to all table cells

It's all going inside one large text box. Unfortunately, that's the only way I found to add my code to Eloqua and still be able to use the WYSIWYG editor. Something is happening between the code that I...

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Marketing Systems Talent Required - SFDC/Eloqua/SQL Server - Multiple...

Be a part of the worlds largest startup - Dell!Full time roles within the Dell Software Group. Multiple Remote Ops with regional preference given to Columbus, Phoenix and Southern California.Contact...

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Re: Asset inventory for clean-up project

ourselves, we are outside consultants/developers.  You can see a lot of the endpoints available in the live docs: https://secure.eloqua.com/api/docs/Dynamic/REST/1.0/Reference.aspx.

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