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Oracle Marketing Cloud User Group 
Twin Cities | October 28, 2014
TODAY’S AGENDA 
Intro, Announcements & Updates 
Mike Bernard, Relationship One 
Mike Bernard, Relationship One 
1 
2 
3 
Fall Release Overview 
4 
Customer Spotlight: CASL Opt-in Campaign 
Desiree Quinn, Ameripride & Teshon Dyer, Relationship One 
Open Forum / Q&A 
Mike Bernard, Relationship One 
CONFIDENTIAL | PAGE 2
UPDATES & ANNOUNCEMENTS
UPDATES & ANNOUNCEMENTS 
‣ Intros, Updates, Etc. 
‣ Relationship One 
‣ Keith Cheek has joined the team 
‣ Apps - AppCloud Partner of the Month with Oracle 
‣ Oracle 
‣ MME 2015 - Vegas: Call for speakers is open 
‣ Fall Release: 
‣ Pod 2 - October 7th 
‣ Pod 3 - Over the weekend 
‣ Pod 1 - November 2nd 
CONFIDENTIAL | PAGE 4
Fall Release Overview
FALL RELEASE OVERVIEW 
‣ UI Improvements 
‣ Updates to template chooser 
‣ Updated image chooser 
‣ Cloud Action Decision elements for Apps 
CONFIDENTIAL | PAGE 6
FALL RELEASE OVERVIEW 
CONFIDENTIAL | PAGE 7
FALL RELEASE OVERVIEW 
‣ Signature Rules and Layouts 
‣ Bulk signature rule management 
‣ Plain test signature rules 
CONFIDENTIAL | PAGE 8
FALL RELEASE OVERVIEW 
CONFIDENTIAL | PAGE 9
FALL RELEASE OVERVIEW 
‣ Segments and Filters 
‣ New Compare Visitor Profile Fields filter 
CONFIDENTIAL | PAGE 10
FALL RELEASE OVERVIEW 
CONFIDENTIAL | PAGE 11
FALL RELEASE OVERVIEW 
‣ Emails 
‣ Batch send emails - simple and multi-step sends 
‣ Improved responsive design template for emails 
‣ HTML upload live preview editor 
‣ Enhanced WYSIWYG email template editor 
CONFIDENTIAL | PAGE 12
FALL RELEASE OVERVIEW 
‣ Landing Pages 
‣ Select thumbnail for your landing pages 
CONFIDENTIAL | PAGE 13
FALL RELEASE OVERVIEW 
CONFIDENTIAL | PAGE 14
FALL RELEASE OVERVIEW 
‣ Marketing Operations Center 
‣ Two new dashboards have been added 
‣ Updated UI to improve visual layout and presentation. 
CONFIDENTIAL | PAGE 15
FALL RELEASE OVERVIEW 
CONFIDENTIAL | PAGE 16
FALL RELEASE OVERVIEW 
‣ Insight 
‣ Increased Custom Data Object limits for reporting 
‣ Campaign and email engagement analysis 
‣ Landing page analysis 
CONFIDENTIAL | PAGE 17
FALL RELEASE OVERVIEW 
‣ General 
‣ Upload assets in bulk and add them to a shared list 
‣ New security experience 
‣ Country code in Engage 
CONFIDENTIAL | PAGE 18
FALL RELEASE OVERVIEW 
‣ Coming Soon - Limited Release Beta 
‣ A/B testing for simple email campaigns 
‣ BlueKai integration 
‣ Authenticated micro sites 
‣ External dynamic content 
CONFIDENTIAL | PAGE 19
CONFIDENTIAL | PAGE 20 
CUSTOMER SPOTLIGHT: 
AMERIPRIDE
ABOUT ME 
‣ Desiree Quinn 
‣ Six years of Eloqua experience 
‣ Current Role: Marketing Campaign Planner, with AmeriPride 
‣ 952.738.3370 
‣ desiree.quinn@ameripride.com 
CONFIDENTIAL | PAGE 21
ABOUT AMERIPRIDE 
‣ Uniform and Linen Service Company 
‣ US and Canadian business 
‣ Celebrating 125 years in the business 
‣ B to B company 
‣ Target Customer: Any company with a front door and a restroom (that means you) 
‣ Products: Floor mats, linens, soap dispensers, paper dispensers, uniforms, team wear, and 
much more 
‣ Services: Garment Management Programs, Custom eStores, Rent, Lease or Purchase Programs 
CONFIDENTIAL | PAGE 22
ABOUT AMERIPRIDE 
‣ Implemented Eloqua in January 2014 
‣ Currently using Eloqua for: 
‣ Lead Qualification 
‣ All web forms have an Eloqua backend form 
‣ Lead Qualification team follows up with lead 
‣ Campaigns 
‣ Lead Scoring 
‣ CRM data cleansing 
‣ Closed Loop Reporting 
CONFIDENTIAL | PAGE 23
CASL OPT-IN CAMPAIGN - DETAILS 
‣ Canada's anti-spam legislation (CASL) 
‣ July 2014 
‣ Requires express consent (no pre-checked boxes) 
‣ Not just an email law 
‣ Installation of computer programs without the end user’s consent 
‣ Commercial Electronic Message (CEM). A CEM is defined as any electronic message that 
encourages participation in a commercial activity 
‣ Our issue: How to get prospects, who we just started email marketing to, to sign-up for 
our information 
‣ Our Solution: For everyone who subscribed, they could choose a free downloadable gift 
CONFIDENTIAL | PAGE 24
CASL OPT-IN CAMPAIGN - DETAILS 
‣ Downloadable gift: 
‣ Each subscribed prospect would receive a unique gift code to redeem to get their gift 
‣ Worked with vendor for the gifts and codes 
‣ Great! But how do we get the gift code assigned to the contact? 
‣ Manual Process: Export the form data and assigning gift code. Potential issues: 
‣ Greater margin for error 
‣ Contact would need to wait up to 24 hours for their gift code 
‣ Took up time and resources on our team 
‣ Automated Process: Automatically assign 
‣ How to assign the unique code to each contact 
‣ Ensure each contact was only assigned one code 
CONFIDENTIAL | PAGE 25
CASL OPT-IN CAMPAIGN - CHALLENGES 
‣ What didn’t work? 
‣ Lookup Tables and Update Rules 
‣ Use Jquery to assign an incremental value 
‣ Use the form processing step to increment a CDO value by 1 
‣ Main Challenge: “Stamping” each submission with an incremental value 
CONFIDENTIAL | PAGE 26
CASL OPT-IN CAMPAIGN - SOLUTION 
‣ Upload the gift code file to a database on our server and use script to 
populate each code to a hidden field upon form submission. 
‣ Considerations: 
‣ The user must have javascript enabled 
‣ Ensuring that there were no duplicate submissions 
‣ Using two forms, pulling from the same single set of codes 
CONFIDENTIAL | PAGE 27
CASL OPT-IN CAMPAIGN - SOLUTION 
‣ Process: 
‣ User hits the landing page and it loads in the browser 
‣ The JavaScriptEnabled hidden form field is populated upon page load 
‣ User fills out the form and hits submit 
‣ If javascript is enabled, the script looks at the email address to determine if a “new” 
submission 
‣ The next gift code will be applied to our hidden form field 
‣ The javascript completes and submits to Eloqua 
‣ We use conditional processing steps to direct the user experience 
‣ Walkthrough 
CONFIDENTIAL | PAGE 28
CASL OPT-IN CAMPAIGN - RESULTS 
‣ Met goals? 
‣ Yes and no. 
‣ People responded, when our database was really unknown 
‣ Would have liked to have more people respond 
‣ Open Rate: 19.39% 
‣ Clickthrough Rate: 1.10% 
‣ Form Submissions Rate: 62.25% 
CONFIDENTIAL | PAGE 29
CASL OPT-IN CAMPAIGN - MOVING FORWARD 
‣ Training sales on how to get contacts to subscribe to our information and 
how to update this in CRM 
‣ Anyone who subscribes to our information enters this campaign (online 
form, sales, etc) 
CONFIDENTIAL | PAGE 30
CASL OPT-IN CAMPAIGN - LEARNINGS TO SHARE 
‣ Consult with your legal team 
‣ Make it a priority for the team 
‣ Start earlier 
‣ Keep it short and simple 
‣ We received the best response when the email and landing pages were simple, and to the 
point 
‣ Have a plan in place for post campaign 
‣ Eloqua was great help with navigating through CASL. Webinars, Topliners 
article, Account Manager Help 
‣ Relationship One helpful for advanced Eloqua coding and functionality 
CONFIDENTIAL | PAGE 31
CONFIDENTIAL | PAGE 32 
THANK YOU 
QUESTIONS?
Open Forum / Q&A
NOVEMBER USER GROUP 
‣ November 18 or 25 - thoughts? 
‣ Agenda 
‣ Intro, Announcements & Updates 
‣ Subscription Management Overview 
‣ App Overview & Customer Use Case 
‣ Easy tips & tricks for a non-HTMLer using Eloqua 
‣ Open Forum / Q&A 
CONFIDENTIAL | PAGE 34
Let’s Connect 
Relationship One 
8009 34th Avenue 
Suite 300 
Minneapolis, MN 55425 
P: 763.355.1025 
E: info@relationshipone.com

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Twin Cities User Group October 28th, 2014

  • 1. Oracle Marketing Cloud User Group Twin Cities | October 28, 2014
  • 2. TODAY’S AGENDA Intro, Announcements & Updates Mike Bernard, Relationship One Mike Bernard, Relationship One 1 2 3 Fall Release Overview 4 Customer Spotlight: CASL Opt-in Campaign Desiree Quinn, Ameripride & Teshon Dyer, Relationship One Open Forum / Q&A Mike Bernard, Relationship One CONFIDENTIAL | PAGE 2
  • 4. UPDATES & ANNOUNCEMENTS ‣ Intros, Updates, Etc. ‣ Relationship One ‣ Keith Cheek has joined the team ‣ Apps - AppCloud Partner of the Month with Oracle ‣ Oracle ‣ MME 2015 - Vegas: Call for speakers is open ‣ Fall Release: ‣ Pod 2 - October 7th ‣ Pod 3 - Over the weekend ‣ Pod 1 - November 2nd CONFIDENTIAL | PAGE 4
  • 6. FALL RELEASE OVERVIEW ‣ UI Improvements ‣ Updates to template chooser ‣ Updated image chooser ‣ Cloud Action Decision elements for Apps CONFIDENTIAL | PAGE 6
  • 7. FALL RELEASE OVERVIEW CONFIDENTIAL | PAGE 7
  • 8. FALL RELEASE OVERVIEW ‣ Signature Rules and Layouts ‣ Bulk signature rule management ‣ Plain test signature rules CONFIDENTIAL | PAGE 8
  • 9. FALL RELEASE OVERVIEW CONFIDENTIAL | PAGE 9
  • 10. FALL RELEASE OVERVIEW ‣ Segments and Filters ‣ New Compare Visitor Profile Fields filter CONFIDENTIAL | PAGE 10
  • 11. FALL RELEASE OVERVIEW CONFIDENTIAL | PAGE 11
  • 12. FALL RELEASE OVERVIEW ‣ Emails ‣ Batch send emails - simple and multi-step sends ‣ Improved responsive design template for emails ‣ HTML upload live preview editor ‣ Enhanced WYSIWYG email template editor CONFIDENTIAL | PAGE 12
  • 13. FALL RELEASE OVERVIEW ‣ Landing Pages ‣ Select thumbnail for your landing pages CONFIDENTIAL | PAGE 13
  • 14. FALL RELEASE OVERVIEW CONFIDENTIAL | PAGE 14
  • 15. FALL RELEASE OVERVIEW ‣ Marketing Operations Center ‣ Two new dashboards have been added ‣ Updated UI to improve visual layout and presentation. CONFIDENTIAL | PAGE 15
  • 16. FALL RELEASE OVERVIEW CONFIDENTIAL | PAGE 16
  • 17. FALL RELEASE OVERVIEW ‣ Insight ‣ Increased Custom Data Object limits for reporting ‣ Campaign and email engagement analysis ‣ Landing page analysis CONFIDENTIAL | PAGE 17
  • 18. FALL RELEASE OVERVIEW ‣ General ‣ Upload assets in bulk and add them to a shared list ‣ New security experience ‣ Country code in Engage CONFIDENTIAL | PAGE 18
  • 19. FALL RELEASE OVERVIEW ‣ Coming Soon - Limited Release Beta ‣ A/B testing for simple email campaigns ‣ BlueKai integration ‣ Authenticated micro sites ‣ External dynamic content CONFIDENTIAL | PAGE 19
  • 20. CONFIDENTIAL | PAGE 20 CUSTOMER SPOTLIGHT: AMERIPRIDE
  • 21. ABOUT ME ‣ Desiree Quinn ‣ Six years of Eloqua experience ‣ Current Role: Marketing Campaign Planner, with AmeriPride ‣ 952.738.3370 ‣ desiree.quinn@ameripride.com CONFIDENTIAL | PAGE 21
  • 22. ABOUT AMERIPRIDE ‣ Uniform and Linen Service Company ‣ US and Canadian business ‣ Celebrating 125 years in the business ‣ B to B company ‣ Target Customer: Any company with a front door and a restroom (that means you) ‣ Products: Floor mats, linens, soap dispensers, paper dispensers, uniforms, team wear, and much more ‣ Services: Garment Management Programs, Custom eStores, Rent, Lease or Purchase Programs CONFIDENTIAL | PAGE 22
  • 23. ABOUT AMERIPRIDE ‣ Implemented Eloqua in January 2014 ‣ Currently using Eloqua for: ‣ Lead Qualification ‣ All web forms have an Eloqua backend form ‣ Lead Qualification team follows up with lead ‣ Campaigns ‣ Lead Scoring ‣ CRM data cleansing ‣ Closed Loop Reporting CONFIDENTIAL | PAGE 23
  • 24. CASL OPT-IN CAMPAIGN - DETAILS ‣ Canada's anti-spam legislation (CASL) ‣ July 2014 ‣ Requires express consent (no pre-checked boxes) ‣ Not just an email law ‣ Installation of computer programs without the end user’s consent ‣ Commercial Electronic Message (CEM). A CEM is defined as any electronic message that encourages participation in a commercial activity ‣ Our issue: How to get prospects, who we just started email marketing to, to sign-up for our information ‣ Our Solution: For everyone who subscribed, they could choose a free downloadable gift CONFIDENTIAL | PAGE 24
  • 25. CASL OPT-IN CAMPAIGN - DETAILS ‣ Downloadable gift: ‣ Each subscribed prospect would receive a unique gift code to redeem to get their gift ‣ Worked with vendor for the gifts and codes ‣ Great! But how do we get the gift code assigned to the contact? ‣ Manual Process: Export the form data and assigning gift code. Potential issues: ‣ Greater margin for error ‣ Contact would need to wait up to 24 hours for their gift code ‣ Took up time and resources on our team ‣ Automated Process: Automatically assign ‣ How to assign the unique code to each contact ‣ Ensure each contact was only assigned one code CONFIDENTIAL | PAGE 25
  • 26. CASL OPT-IN CAMPAIGN - CHALLENGES ‣ What didn’t work? ‣ Lookup Tables and Update Rules ‣ Use Jquery to assign an incremental value ‣ Use the form processing step to increment a CDO value by 1 ‣ Main Challenge: “Stamping” each submission with an incremental value CONFIDENTIAL | PAGE 26
  • 27. CASL OPT-IN CAMPAIGN - SOLUTION ‣ Upload the gift code file to a database on our server and use script to populate each code to a hidden field upon form submission. ‣ Considerations: ‣ The user must have javascript enabled ‣ Ensuring that there were no duplicate submissions ‣ Using two forms, pulling from the same single set of codes CONFIDENTIAL | PAGE 27
  • 28. CASL OPT-IN CAMPAIGN - SOLUTION ‣ Process: ‣ User hits the landing page and it loads in the browser ‣ The JavaScriptEnabled hidden form field is populated upon page load ‣ User fills out the form and hits submit ‣ If javascript is enabled, the script looks at the email address to determine if a “new” submission ‣ The next gift code will be applied to our hidden form field ‣ The javascript completes and submits to Eloqua ‣ We use conditional processing steps to direct the user experience ‣ Walkthrough CONFIDENTIAL | PAGE 28
  • 29. CASL OPT-IN CAMPAIGN - RESULTS ‣ Met goals? ‣ Yes and no. ‣ People responded, when our database was really unknown ‣ Would have liked to have more people respond ‣ Open Rate: 19.39% ‣ Clickthrough Rate: 1.10% ‣ Form Submissions Rate: 62.25% CONFIDENTIAL | PAGE 29
  • 30. CASL OPT-IN CAMPAIGN - MOVING FORWARD ‣ Training sales on how to get contacts to subscribe to our information and how to update this in CRM ‣ Anyone who subscribes to our information enters this campaign (online form, sales, etc) CONFIDENTIAL | PAGE 30
  • 31. CASL OPT-IN CAMPAIGN - LEARNINGS TO SHARE ‣ Consult with your legal team ‣ Make it a priority for the team ‣ Start earlier ‣ Keep it short and simple ‣ We received the best response when the email and landing pages were simple, and to the point ‣ Have a plan in place for post campaign ‣ Eloqua was great help with navigating through CASL. Webinars, Topliners article, Account Manager Help ‣ Relationship One helpful for advanced Eloqua coding and functionality CONFIDENTIAL | PAGE 31
  • 32. CONFIDENTIAL | PAGE 32 THANK YOU QUESTIONS?
  • 34. NOVEMBER USER GROUP ‣ November 18 or 25 - thoughts? ‣ Agenda ‣ Intro, Announcements & Updates ‣ Subscription Management Overview ‣ App Overview & Customer Use Case ‣ Easy tips & tricks for a non-HTMLer using Eloqua ‣ Open Forum / Q&A CONFIDENTIAL | PAGE 34
  • 35. Let’s Connect Relationship One 8009 34th Avenue Suite 300 Minneapolis, MN 55425 P: 763.355.1025 E: info@relationshipone.com