The document outlines the agenda for a Twin Cities Eloqua User meeting, including updates on the Eloqua platform and best practices for lead scoring. Key topics discussed were the migration path from Eloqua 9 to 10, strategies for transitioning assets and evaluating database, user, and email health to ensure effective use of Eloqua's marketing automation capabilities. Time was also allotted for questions and discussion among the Eloqua users.
2. Agenda
Updates & Announcements
E10 Migration for E9 Clients
Lead Scoring Best Practices
Eloqua Health-Check
Ask the Consultants
Open Discussion/Social Time
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
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55419
6. E10 - Why Transition?
Shorter learning curve
Faster time to execution
Easier to create automated campaigns
Social integration on landing pages
Insight reporting engine
Primary platform for future growth
No additional cost
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
7. E10 - Why Not Transition?
If you use any of the following:
Prospect entity
Personalization based on Custom Object fields
Campaigns module (E9 Team)
Custom report exports
Certain form processing steps
Heavy use of shared landing page header scripts
API
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
8. E10 Transition - How?
Request form:
http://customers.eloqua.com/transitionme
Complete Pre-Transition workbook
Eloqua Transition Team analyzes your system and
identifies any issues
Transition call to discuss issues and transition
process
Get E10 sandbox and complete pre-transition
training
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
9. E10 Transition - My Assets?
Email templates will be converted into custom
HTML emails
Form layouts will be converted into custom HTML
landing pages
All landing pages and confirmation pages will be
converted to custom HTML landing pages
Distribution lists will be converted to Segments
Expired and Archived assets will not be
transitioned
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
11. What is lead scoring?
Objective ranking of one sales
against another
Helps marketing and sales identify
where prospect is in buying process
Ensures best leads are followed up
with immediately
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
12. Scoring - Do Nots
Do Not score on too many criteria
Score on 4-6 categories
Do Not score on multi-select fields
Do Not score on open-text fields
Be wary of scoring on budget
authority, need, timeframe
questions
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
13. Scoring - Do’s
Keep it simple
Define criteria and set business
rules with sales
Make sure you are collecting the
data you want to score on
Consider executing campaigns to
obtain this data
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
14. Scoring - Do’s
Continue to evaluate scoring criteria
every 6 months at minimum
Consider values or images for
contacts that are not scored
Use rescore feeders
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
16. Eloqua Health-Check
Database Health
Contact Field Completeness
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
17. Eloqua Health-Check
Database Health
Growth
Active vs. Inactive
Email Frequency
Unreachable
Fields
Integrations
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
....
55419
18. Eloqua Health-Check
User Health
Access & Usage
Real-Time Email Notifications
!
Scheduled Email Updates
!
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4732 Garfield Avenue, Suite 200, Minneapolis, MN
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55419
