Oracle Marketing Cloud User Group
Chicago | November 3, 2016
11/1/16
WELCOME
CONFIDENTIAL |
11/1/16
Recommendations for Lead Scoring
Future of Marketing Automation: Product Overview
and Vision of Oracle Eloqua
TODAY’S AGENDA
Tracy Traeger, Principal Product Manager, Oracle
1
2
3
Jim McLemore, Sr Manager of Marketing Technology, West Unified
Sean Baker, Sr Marketing Technology Analyst, Assurance
Kim Dazey, Marketing Manager - Lead Nurture, Morningstar Inc.
Charlie Nystrom, Sr Marketing Cloud Consultant, Relationship One
Welcome - Announcements
CONFIDENTIAL |
Tricia Duncan, Analytics Consultant, Relationship One
4 Oracle Eloqua Reporting: Current World, Future
World, Out of this World
5 Open Discussion Topic: Omni-Channel
Nelson Bernabe, Manager, Accenture
11/1/16
WELCOME
CONFIDENTIAL |
‣ Who is at the User Group for the first time?
‣ What’s your experience level?
‣ Beginner: “What’s Eloqua?” or “I can log in”
‣ Intermediate: “I know enough to be dangerous?”
‣ Master: “Eloqua is my middle name”
‣ What keeps you up at night (Oracle Eloqua related)?
‣ Future locations? Note, we had 45+ registrants for this event
‣ What topics would you like to have covered?
‣ Utilize this field on the registration form for future events
11/1/16
SAVE THE DATES!
CONFIDENTIAL |
Upcoming User Group Meeting Schedule (tentative)
‣ Q1: Wednesday, February 23rd, 2017
‣ Topic: Advocate Marketing & Customer Lifecycle Marketing
‣ User Group Spotlight Speaker(s)?
‣ Sponsor(s): Influitive?
‣ Q2: Wednesday, June 1st, 2017
‣ Topic/Speakers/Sponsors: TBD
‣ Q3: Wednesday, August 31st, 2017
‣ Topic/Speakers/Sponsors: TBD
11/1/16
EVENTS
CONFIDENTIAL |
Modern Marketing Experience 2017
Week of April 24th (25th-27th) @ Mandalay Bay
11/1/16CONFIDENTIAL |
Coming to Chicago - November 16th!
EVENTS
11/1/16CONFIDENTIAL |
Other recommended local events?
Other recommended non-local events?
EVENTS
11/1/16
ANNOUNCEMENTS
CONFIDENTIAL |
11/1/16
Inspired Marketing Podcasts
‣ 14 Episodes to date
‣ Recently released: Experian, Lexmark, MongoDB
‣ On deck: Thomson Reuters, Intuit
‣ Interested in participating?
CONFIDENTIAL |
ANNOUNCEMENTS
11/1/16
ANNOUNCEMENTS
EMERGENCY!…Just kidding!
‣ POD 1 and 2 Naming Standardization (Postponed
Indefinitely)
‣ Oracle announced they would NOT renew old certificates:
‣ secure.eloqua.com (1) or www.02.secure.eloqua.com (2)
‣ Align links with other pods
‣ Impact - what would have failed?
‣ API Calls: any requests being sent to secure.eloqua.com
‣ Hardcoded redirects: e.g. http://now.eloqua.com/e/er?
‣ Weblinks: Activity Overview, Add or Unsubscribe to/fromCONFIDENTIAL |
11/1/16
ANNOUNCEMENTS
Oracle Eloqua Product Updates
‣ Eloqua 483 release - Oct 11 - 30
‣ Optional new navigation becomes mandatory
‣ Improved visual look for Campaign Canvas
‣ Engage will allow attachments - YAY!!
‣ Eloqua now accepting additional customers into Controlled
Availability program to preview the new Insight reporting
CONFIDENTIAL |
11/1/16
ANNOUNCEMENTS
Oracle Eloqua Product Updates - Highlight
‣ Eloqua 483 release - Oct 11 - 30
‣ Contact Washing Machine App RegEx Replace action
‣ Addresses String Manipulation Cloud Connector
CONFIDENTIAL |
11/1/16
ANNOUNCEMENTS
Deprecation of Campaign Canvas Cloud Connectors and Cloud
Components (Update)
‣ New dates to remember:
‣ After Feb 1st you can no longer add new instances
‣ After Mar 31st CC’s will cease to function as intended
‣ After Mar 31st Program Builder and Feeders will stop
working
‣ After Mar 31st cloud connector.eloqua.com will shutdown
CONFIDENTIAL |
11/1/16
ANNOUNCEMENTS
Oracle Marketing Cloud Help Center Videos (Youtube)
CONFIDENTIAL |
11/1/16
ANNOUNCEMENTS
Label Assignment Program
‣ Establish Contact Security within instance, i.e. who users can
see
‣ Available, but needs to be enabled (submit SR); single user
‣ Only a single program can be created
CONFIDENTIAL |
11/1/16
ANNOUNCEMENTS
CONFIDENTIAL |
Audience Updates:
‣ Who’s looking for new team members?
‣ Post/Check Out Topliners Job Board
‣ Post to Topliners Chicago Area Eloqua Users Group
‣ Recommended local events coming up?
‣ Keep the conversation going on our Topliner Group
‣ Interested in speaking at an event, connect with Kim or Charlie
11/1/16
FUTURE OF MARKETING AUTOMATION:
PRODUCT OVERVIEW AND
VISION OF ORACLE ELOQUA
TRACY TRAEGER
CONFIDENTIAL |
11/1/16
RECOMMENDATIONS FOR LEAD SCORING
JIM MCLEMORE
SEAN BAKER
CONFIDENTIAL |
11/1/16
ORACLE ELOQUA REPORTING:
CURRENT WORLD,
FUTURE WORLD,
OUT OF THIS WORLD
TRICIA DUNCAN
CONFIDENTIAL |
11/1/16
MEET TRICIA
CONFIDENTIAL |
Tricia Duncan
Analytics Consultant
763.515.4919
tricia.duncan@relationshipone.com
11/2/16
Insight, Analyzer, comparison good-to-knows
Overview, timeline, action plan
When is right, suggestions, how to get started
TOPIC AGENDA
1
2
3
Future World: Facts About Future State
4
Out of this World: Beyond Eloqua's Native
Reporting Options
Current World: Overview of Reporting Today
Q&A
CONFIDENTIAL |
11/1/16
CURRENT WORLD
Overview of Reporting Today
CONFIDENTIAL |
11/1/16
CURRENT WORLD
Overview of Reporting Today
CONFIDENTIAL |
Insight
‣ Out-of-the-box
‣ Reports
‣ Dashboards
Pros & Cons
11/1/16
CURRENT WORLD
Overview of Reporting Today
CONFIDENTIAL |
Analyzer
‣ Custom
‣ Reports
‣ Dashboards
Pros & Cons
11/1/16
FUTURE WORLD
Facts About Future State
CONFIDENTIAL |
11/1/16
FUTURE WORLD
Facts About Future State
CONFIDENTIAL |
OBI: Oracle Business Intelligence
‣ New Reporting Tool
‣ Not stand alone
‣ Same data warehouse
‣ Currently in Controlled Availability
‣ GA in 2017
‣ Oracle working on transition plan and best practices
11/1/16
FUTURE WORLD
Facts About Future State
CONFIDENTIAL |
OBI Homepage
Folder Structure
11/1/16
FUTURE WORLD
Facts About Future State
CONFIDENTIAL |
Analysis Interface
11/1/16
FUTURE WORLD
POV on OBI for Oracle Eloqua
Pros
✓ Same data structure (also a con?)
✓ More visibility into the data model
✓ Significant amount of time to adjust
✓ Talking to customers about best
practices (100 in beta)
✓ New/modern user interface
✓ Thorough documentation
✓ Same type of users as Insight:
Reporters and Analyzers
✓ More intuitive interface - but still drag
and drop system
✓ More visibility into the data model
✓ More/better support
✓ More straight forward with what you
can/can’t do with customreporting
Cons
✓ Custom reports will need to be
rebuilt
✓ Limited beta preview
✓ Limited data structure
✓ Limited visualizations
✓ Same out of the box reports
✓ Same limited function/ calculations
CONFIDENTIAL |
11/1/16CONFIDENTIAL |
FUTURE WORLD
Facts About Future State
Provided XML
and SQL
11/1/16
OUT OF THIS WORLD
Beyond Eloqua's Native Reporting Options
CONFIDENTIAL |
11/1/16
OUT OF THIS WORLD
Beyond Eloqua's Native Reporting Options
CONFIDENTIAL |
What data can you take out of Eloqua?
‣ Activity
‣ Contacts
‣ Accounts
‣ Object Metadata (Campaigns, Email Assets, etc.)
‣ Custom Object Data
11/1/16
OUT OF THIS WORLD
Beyond Eloqua's Native Reporting Options
CONFIDENTIAL |
How can you get it out?
‣ Query the Eloqua Bulk API (partner with IT)
‣ Data Transporter Apps (talk with us after!)
11/1/16
OUT OF THIS WORLD
Beyond Eloqua's Native Reporting Options
CONFIDENTIAL |
Why?
‣ Build your own models (Custom attribution, etc.)
‣ Blend with other data sources (CRM, Social, Finance…)
‣ Build your own visualizations, view trends over time
‣ Historical record (>25 months for long term analysis)
‣ Unleash your analytics team (or hire one :) )
11/1/16CONFIDENTIAL |
11/1/16
OUT OF THIS WORLD
Beyond Eloqua's Native Reporting Options
CONFIDENTIAL |
11/1/16CONFIDENTIAL |
11/1/16CONFIDENTIAL |
11/1/16CONFIDENTIAL |
11/1/16
Q&A
CONFIDENTIAL |
11/1/16
CLOSING COMMENTS
Next Chicago User Group
‣ Q1 Month (January or February)?
‣ Topics (can work with 3rd parties to demo, present)?
‣ Venue?
CONFIDENTIAL |
11/1/16
OPEN DISCUSSION
CONFIDENTIAL |
11/1/16
THANKS FOR JOINING US!
CONFIDENTIAL |

Chicago Oracle Marketing Cloud User Group - November

  • 1.
    Oracle Marketing CloudUser Group Chicago | November 3, 2016
  • 2.
  • 3.
    11/1/16 Recommendations for LeadScoring Future of Marketing Automation: Product Overview and Vision of Oracle Eloqua TODAY’S AGENDA Tracy Traeger, Principal Product Manager, Oracle 1 2 3 Jim McLemore, Sr Manager of Marketing Technology, West Unified Sean Baker, Sr Marketing Technology Analyst, Assurance Kim Dazey, Marketing Manager - Lead Nurture, Morningstar Inc. Charlie Nystrom, Sr Marketing Cloud Consultant, Relationship One Welcome - Announcements CONFIDENTIAL | Tricia Duncan, Analytics Consultant, Relationship One 4 Oracle Eloqua Reporting: Current World, Future World, Out of this World 5 Open Discussion Topic: Omni-Channel Nelson Bernabe, Manager, Accenture
  • 4.
    11/1/16 WELCOME CONFIDENTIAL | ‣ Whois at the User Group for the first time? ‣ What’s your experience level? ‣ Beginner: “What’s Eloqua?” or “I can log in” ‣ Intermediate: “I know enough to be dangerous?” ‣ Master: “Eloqua is my middle name” ‣ What keeps you up at night (Oracle Eloqua related)? ‣ Future locations? Note, we had 45+ registrants for this event ‣ What topics would you like to have covered? ‣ Utilize this field on the registration form for future events
  • 5.
    11/1/16 SAVE THE DATES! CONFIDENTIAL| Upcoming User Group Meeting Schedule (tentative) ‣ Q1: Wednesday, February 23rd, 2017 ‣ Topic: Advocate Marketing & Customer Lifecycle Marketing ‣ User Group Spotlight Speaker(s)? ‣ Sponsor(s): Influitive? ‣ Q2: Wednesday, June 1st, 2017 ‣ Topic/Speakers/Sponsors: TBD ‣ Q3: Wednesday, August 31st, 2017 ‣ Topic/Speakers/Sponsors: TBD
  • 6.
    11/1/16 EVENTS CONFIDENTIAL | Modern MarketingExperience 2017 Week of April 24th (25th-27th) @ Mandalay Bay
  • 7.
    11/1/16CONFIDENTIAL | Coming toChicago - November 16th! EVENTS
  • 8.
    11/1/16CONFIDENTIAL | Other recommendedlocal events? Other recommended non-local events? EVENTS
  • 9.
  • 10.
    11/1/16 Inspired Marketing Podcasts ‣14 Episodes to date ‣ Recently released: Experian, Lexmark, MongoDB ‣ On deck: Thomson Reuters, Intuit ‣ Interested in participating? CONFIDENTIAL | ANNOUNCEMENTS
  • 11.
    11/1/16 ANNOUNCEMENTS EMERGENCY!…Just kidding! ‣ POD1 and 2 Naming Standardization (Postponed Indefinitely) ‣ Oracle announced they would NOT renew old certificates: ‣ secure.eloqua.com (1) or www.02.secure.eloqua.com (2) ‣ Align links with other pods ‣ Impact - what would have failed? ‣ API Calls: any requests being sent to secure.eloqua.com ‣ Hardcoded redirects: e.g. http://now.eloqua.com/e/er? ‣ Weblinks: Activity Overview, Add or Unsubscribe to/fromCONFIDENTIAL |
  • 12.
    11/1/16 ANNOUNCEMENTS Oracle Eloqua ProductUpdates ‣ Eloqua 483 release - Oct 11 - 30 ‣ Optional new navigation becomes mandatory ‣ Improved visual look for Campaign Canvas ‣ Engage will allow attachments - YAY!! ‣ Eloqua now accepting additional customers into Controlled Availability program to preview the new Insight reporting CONFIDENTIAL |
  • 13.
    11/1/16 ANNOUNCEMENTS Oracle Eloqua ProductUpdates - Highlight ‣ Eloqua 483 release - Oct 11 - 30 ‣ Contact Washing Machine App RegEx Replace action ‣ Addresses String Manipulation Cloud Connector CONFIDENTIAL |
  • 14.
    11/1/16 ANNOUNCEMENTS Deprecation of CampaignCanvas Cloud Connectors and Cloud Components (Update) ‣ New dates to remember: ‣ After Feb 1st you can no longer add new instances ‣ After Mar 31st CC’s will cease to function as intended ‣ After Mar 31st Program Builder and Feeders will stop working ‣ After Mar 31st cloud connector.eloqua.com will shutdown CONFIDENTIAL |
  • 15.
    11/1/16 ANNOUNCEMENTS Oracle Marketing CloudHelp Center Videos (Youtube) CONFIDENTIAL |
  • 16.
    11/1/16 ANNOUNCEMENTS Label Assignment Program ‣Establish Contact Security within instance, i.e. who users can see ‣ Available, but needs to be enabled (submit SR); single user ‣ Only a single program can be created CONFIDENTIAL |
  • 17.
    11/1/16 ANNOUNCEMENTS CONFIDENTIAL | Audience Updates: ‣Who’s looking for new team members? ‣ Post/Check Out Topliners Job Board ‣ Post to Topliners Chicago Area Eloqua Users Group ‣ Recommended local events coming up? ‣ Keep the conversation going on our Topliner Group ‣ Interested in speaking at an event, connect with Kim or Charlie
  • 18.
    11/1/16 FUTURE OF MARKETINGAUTOMATION: PRODUCT OVERVIEW AND VISION OF ORACLE ELOQUA TRACY TRAEGER CONFIDENTIAL |
  • 19.
    11/1/16 RECOMMENDATIONS FOR LEADSCORING JIM MCLEMORE SEAN BAKER CONFIDENTIAL |
  • 20.
    11/1/16 ORACLE ELOQUA REPORTING: CURRENTWORLD, FUTURE WORLD, OUT OF THIS WORLD TRICIA DUNCAN CONFIDENTIAL |
  • 21.
    11/1/16 MEET TRICIA CONFIDENTIAL | TriciaDuncan Analytics Consultant 763.515.4919 tricia.duncan@relationshipone.com
  • 22.
    11/2/16 Insight, Analyzer, comparisongood-to-knows Overview, timeline, action plan When is right, suggestions, how to get started TOPIC AGENDA 1 2 3 Future World: Facts About Future State 4 Out of this World: Beyond Eloqua's Native Reporting Options Current World: Overview of Reporting Today Q&A CONFIDENTIAL |
  • 23.
    11/1/16 CURRENT WORLD Overview ofReporting Today CONFIDENTIAL |
  • 24.
    11/1/16 CURRENT WORLD Overview ofReporting Today CONFIDENTIAL | Insight ‣ Out-of-the-box ‣ Reports ‣ Dashboards Pros & Cons
  • 25.
    11/1/16 CURRENT WORLD Overview ofReporting Today CONFIDENTIAL | Analyzer ‣ Custom ‣ Reports ‣ Dashboards Pros & Cons
  • 26.
    11/1/16 FUTURE WORLD Facts AboutFuture State CONFIDENTIAL |
  • 27.
    11/1/16 FUTURE WORLD Facts AboutFuture State CONFIDENTIAL | OBI: Oracle Business Intelligence ‣ New Reporting Tool ‣ Not stand alone ‣ Same data warehouse ‣ Currently in Controlled Availability ‣ GA in 2017 ‣ Oracle working on transition plan and best practices
  • 28.
    11/1/16 FUTURE WORLD Facts AboutFuture State CONFIDENTIAL | OBI Homepage Folder Structure
  • 29.
    11/1/16 FUTURE WORLD Facts AboutFuture State CONFIDENTIAL | Analysis Interface
  • 30.
    11/1/16 FUTURE WORLD POV onOBI for Oracle Eloqua Pros ✓ Same data structure (also a con?) ✓ More visibility into the data model ✓ Significant amount of time to adjust ✓ Talking to customers about best practices (100 in beta) ✓ New/modern user interface ✓ Thorough documentation ✓ Same type of users as Insight: Reporters and Analyzers ✓ More intuitive interface - but still drag and drop system ✓ More visibility into the data model ✓ More/better support ✓ More straight forward with what you can/can’t do with customreporting Cons ✓ Custom reports will need to be rebuilt ✓ Limited beta preview ✓ Limited data structure ✓ Limited visualizations ✓ Same out of the box reports ✓ Same limited function/ calculations CONFIDENTIAL |
  • 31.
    11/1/16CONFIDENTIAL | FUTURE WORLD FactsAbout Future State Provided XML and SQL
  • 32.
    11/1/16 OUT OF THISWORLD Beyond Eloqua's Native Reporting Options CONFIDENTIAL |
  • 33.
    11/1/16 OUT OF THISWORLD Beyond Eloqua's Native Reporting Options CONFIDENTIAL | What data can you take out of Eloqua? ‣ Activity ‣ Contacts ‣ Accounts ‣ Object Metadata (Campaigns, Email Assets, etc.) ‣ Custom Object Data
  • 34.
    11/1/16 OUT OF THISWORLD Beyond Eloqua's Native Reporting Options CONFIDENTIAL | How can you get it out? ‣ Query the Eloqua Bulk API (partner with IT) ‣ Data Transporter Apps (talk with us after!)
  • 35.
    11/1/16 OUT OF THISWORLD Beyond Eloqua's Native Reporting Options CONFIDENTIAL | Why? ‣ Build your own models (Custom attribution, etc.) ‣ Blend with other data sources (CRM, Social, Finance…) ‣ Build your own visualizations, view trends over time ‣ Historical record (>25 months for long term analysis) ‣ Unleash your analytics team (or hire one :) )
  • 36.
  • 37.
    11/1/16 OUT OF THISWORLD Beyond Eloqua's Native Reporting Options CONFIDENTIAL |
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
    11/1/16 CLOSING COMMENTS Next ChicagoUser Group ‣ Q1 Month (January or February)? ‣ Topics (can work with 3rd parties to demo, present)? ‣ Venue? CONFIDENTIAL |
  • 43.
  • 44.
    11/1/16 THANKS FOR JOININGUS! CONFIDENTIAL |

Editor's Notes

  • #28  Line 2 Bullet 1 Bullet 2 Timeline: about 100 companies in controlled availability - anyone have access? -Suggested action plan for transition: Oracle is working on the documentation and best practices documentation as we speak I recommend talking with your rep or Oracle expert to come up with a plan for the transition - I will be covering the major changes to give you some insight
  • #31 I wanted to cover a pretty extensive list of pros and cons so you can feel prepared for what will come with OBI