Data Dunk with Insight - Twin Cities Eloqua User Group September 30, 2014

1. Oracle Marketing Cloud User Group
Twin Cities | September 30, 2014

2. TODAY’S AGENDA
Updates & Announcements
JoAnn Roust, Marketing Cloud Consultant, Relationship One
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Data Dunk with Insight
What’s on your mind
CONFIDENTIAL | PAGE 2
Erin Rowles, Marketing Director, Relationship One

3. UPDATES & ANNOUNCEMENTS

4. UPDATES & ANNOUNCEMENTS
‣ You?
‣ Us (Relationship One)
‣ AppCloud Releases
‣ Eloqua Inspector
‣ Object-to-Contact Appender
‣ Data Transporters for Accounts, Contacts, CDOs, and Activities
‣ AWS S3 & Redshift
‣ SFTP
‣ Database
‣ Quosity for OMC - coming soon!!!
‣ Unhinge OMC data and elevate marketing analytics
‣ Enhanced reports & dashboards, customizable, SFDC embed, mobile friendly,
sharing and collaboration
CONFIDENTIAL | PAGE 4

5. UPDATES & ANNOUNCEMENTS
‣ Oracle Marketing Cloud
‣ Emergency Preventative Maintenance Advisory - All Clients
‣ September 30th between 9 and 11 pm EDT
‣ During portions of this maintenance period, the following platform features
will be unavailable:
‣ Email Sending (all types)
‣ Inbound/Outbound CRM Integrations
‣ Bulk API
‣ Lead Scoring
‣ Data Import/Exports
‣ Campaign Processing
‣ Recommended that customers not use the application during this time.
CONFIDENTIAL | PAGE 5

6. UPDATES & ANNOUNCEMENTS
‣ Oracle Marketing Cloud
‣ Modern Marketing Experience - Europe
‣ London, October 14-16
‣ www.modernmarketingexperience.com/events/modern-marketing-experience-
CONFIDENTIAL | PAGE 6
europe
‣ Modern Marketing Experience - North America
‣ Vegas, March 2015 - Specific dates/location to be announced this week
‣ www.modernmarketingexperience.com/
‣ Modern Marketing Tour
‣ Last event - Washington DC, November 6, 2014
‣ http://events.eloqua.com/MMT_Washington
!

7. CONFIDENTIAL | PAGE 7
DATA DUNK WITH INSIGHT

8. SESSION OVERVIEW
‣ Reporting Basics
‣ Dashboards
‣ Demo!
CONFIDENTIAL | PAGE 8

9. INTRO REPORTING BASICS
‣ Why bother reporting
‣ Reporting is Storytelling
‣ Context, Plot, Audience, Imagery
‣ Drives Decision-Making
‣ Creates Awareness
CONFIDENTIAL | PAGE 9

10. REPORTING BASICS DATA ARCHITECTURE
Email
CONFIDENTIAL | PAGE 10
Insight
Campaign
Web activity
Enterprise
Data Warehouse
User
Interface
Eloqua Insight:
Data Access
Tool

11. REPORTING BASICS REPORT ELEMENTS AND OPTIONS
CONFIDENTIAL | PAGE 11
Prompt –
Filters and Defines
Grid Report
Dashboard

12. REPORTING BASICS ATTRIBUTES AND METRICS
‣ Attribute
A quality or
characteristic
What you are
measuring or the
context for the
report. i.e. Email
Name, Campaign
Name, Region.
!
Things in your system
that you want to
measure.
!
!
CONFIDENTIAL | PAGE 12
‣ Metric
Calculations on
data
Meaningful
measurements and
performance
indicators. i.e. #
Clicks, % Form
Submits, Attributed
Revenue, Unique
Click-through Rate
!
!
!

13. REPORTING BASICS METRICS THAT MATTER
‣ Unique click-throughs
‣ Unique click-through rate
‣ Unique form submissions
‣ Unique form conversion rate
‣ Hard bouncebacks
!
‣ Note: open and open rates not included - not a “real” metric
!
Remember:
If a metric won’t change how you behave, it’s a not a metric worth reporting on
CONFIDENTIAL | PAGE 13

14. REPORTING BASICS GETTING THE MOST OUT OF YOUR REPORTER LICENSE
‣ Campaign Settings
‣ Included in all campaign reports and closed-loop reporting
‣ Values in the picklist are custom / defined by user
‣ Reporters can rename what the columns are called in grid reports
‣ Choose the three most important ways you classify your campaigns
‣ Response Rules
‣ Directly impact how closed-loop reporting calculates
CONFIDENTIAL | PAGE 14

15. REPORTING BASICS TAKING IT A STEP FURTHER WITH ANALYZER
CONFIDENTIAL | PAGE 15

16. DASHBOARDS PLANNING YOUR DASHBOARD
‣ Formulate the vision for your dashboard
‣ Who is the audience? What is the story you need to tell?
‣ Identify datasets, create if necessary
‣ Outline framework for your dashboard
‣ What will the layout look like
‣ Create new dashboard
‣ Choose the template that resembles desired layout
‣ Add necessary datasets and static elements
‣ Including logos and other images if needed
‣ Add reports and graphs as needed
‣ Finalize positioning of elements in Editable Mode
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17. DASHBOARDS DESIGN BEST PRACTICES
‣ People can only process a certain amount of data at a time
‣ Minimize distractions and clutter including too many colors
‣ “So What” test - ensure the visualization is meaningful
‣ Trends over time should be displayed as lines
‣ Only use pie charts carefully
‣ If used, limit number of wedges
‣ Difficult for the eye to distinguish between wedges
‣ Start at the highest level in upper left, working down to greater detail in
lower right - similar to how people read
‣ Save often!
CONFIDENTIAL | PAGE 17

18. CONFIDENTIAL | PAGE 18
Demo

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