Oracle Marketing Cloud User Group

1. Oracle Marketing Cloud User Group
Minneapolis | June 24, 2014

2. TODAY’S AGENDA
Erin Rowles
1
2
3
Summer Release Highlights
4
Zift Solutions
Updates & Announcements
Creative Uses for Custom Objects
CONFIDENTIAL | PAGE 2
Shawn Spensley
5 What’s on your mind
Erin Rowles
Then, Happy Hour!

3. Updates & Announcements

4. CONFIDENTIAL | PAGE 4
UPDATES ANNOUNCEMENTS
‣ You?
‣ Us (Relationship One)
‣ Attending (so is John Legend) & Sponsoring Interact 2014
‣ New Apps on appcloud.relationshipone.com
‣ Form Submit
‣ Custom Object Record Selector
‣ Shared List Appender
‣ Object Data Appender
‣ We’re Hiring!
‣ Oracle Marketing Cloud Practice Director
‣ Oracle Marketing Cloud Consultants

5. CONFIDENTIAL | PAGE 5
’14 SUMMER RELEASE
HIGHLIGHTS

6. CONFIDENTIAL | PAGE 6
’14 SUMMER RELEASE HIGHLIGHTS
‣ Release Schedule
‣ POD 2 = June 17 (Service Pack 1 = June 24)
‣ POD 3 = July 6
‣ POD 1 = July 27
‣ Resources
‣ Release Resource Center on Topliners
topliners.eloqua.com/docs/DOC-2524
‣ Overview + Details
‣ Schedule
‣ Product Documentation
!

7. CONFIDENTIAL | PAGE 7
’14 SUMMER RELEASE HIGHLIGHTS
‣ Targeting & Campaigns
‣ Simple Email Campaign option
‣ Use External Systems to Drive Campaigns
(Cloud Actions, Cloud Decisions)
‣ Template Design & Management
‣ Campaign review & approvals
‣ Store contacts with no email addresses
!
!

8. CONFIDENTIAL | PAGE 8
’14 SUMMER RELEASE HIGHLIGHTS
‣ Reporting & Security Management
‣ Marketing Operations Center
‣ Localization of the user interface
‣ Sales Tools
‣ Eloqua Profiler
!

9. Zift Solutions

10. CONFIDENTIAL | PAGE 10
CREATIVE USES FOR
CUSTOM OBJECTS

11. CONFIDENTIAL | PAGE 11
CUSTOM DATA OBJECTS GALORE!
‣ What are they?
‣ CDOs are used to store data without using precious and limited custom fields on your contact and
company records.
‣ Can relate to Contacts records
‣ Can relate to Company record
‣ Can relate to nothing
‣ Can be used as look-up table
‣ (Endless) User Cases
‣ Purchase History
‣ Warranty Expirations
‣ Event Attendance History
‣ Custom CRM data
‣ Lead Routing

12. CONFIDENTIAL | PAGE 12
CUSTOM DATA OBJECTS GALORE!
‣ Fun Facts
‣ Basic (Express)
‣ Product Purchase History and Opportunities (add-on for other use cases)
‣ Cannot be used for personalization
‣ Standard (Team) & Enterprise
‣ Automatically included
‣ Unlimited Objects
‣ Caution for Autosynchs/Imports
‣ # of fields (est. max. 200)
‣ # of records
‣ Frequency at which you are updating records

13. CONFIDENTIAL | PAGE 13
CUSTOM DATA OBJECTS: USE CASE 1
=

14. CONFIDENTIAL | PAGE 14
CUSTOM DATA OBJECTS: USE CASE 1
‣ “Electonicfy”
‣ Automate
‣ Optimize
‣ Remind
‣ Report

15. CONFIDENTIAL | PAGE 15
Closed Opportunity Custom Data Object Lead BD
Email Notification
Lead BD
Form Submission
Custom Data Object Next
Email Notification
Next Approver
Form Submission
and so on...
SFDC Task Completion
Program
Reminder Program
CUSTOM DATA OBJECTS: USE CASE 1

16. CONFIDENTIAL | PAGE 16
CUSTOM DATA OBJECTS: USE CASE 1

17. CONFIDENTIAL | PAGE 17
CUSTOM DATA OBJECTS: USE CASE 2

18. CONFIDENTIAL | PAGE 18
CUSTOM DATA OBJECTS: USE CASE 2
Branded
Activity
Contact Data
Account Data
Notification Recipients
Lead Feedback

19. CONFIDENTIAL | PAGE 19
Known Visitor Form Submit
Cloud Connector
Lead CDO
Created
CUSTOM DATA OBJECTS: USE CASE 2
Custom Data Append
Connector
Email Notification

20. What’s on your mind

21. Relationship One
8009 34th Avenue
Suite 300
Minneapolis, MN 55425
P: 763.355.1025
E: info@relationshipone.com
Let’s Connect