Creating multi-step campaigns

Important: After December 1st, turn on the Redwood experience to access the new multi-step Campaign Canvas.

A multi-step campaign is a highly customizable marketing tool. Simply add the elements of your campaign to the campaign canvas and then connect them to create your campaign flow.

Learn more by watching the video

Learn more by watching the video.

Tip: Looking to create a one-time batch email? Consider using a simple email campaign instead. This is an ideal way to send a single email to a group of contacts or conduct A/B testing on emails.

Before you begin:

  • Plan out your campaign. Document your campaign goals, target audience, key messages, and identify the appropriate channels to reach your audience. If you're not sure where to start, have a look at the Best Practices templates provided within Oracle Eloqua.
  • Create all the assets (emails, forms, landing pages) required for your campaign. If you need to add something after activating the campaign, that is OK. Just deactivate the campaign and make the changes you need. Keep in mind this information about leaving a campaign deactivated for more than 3 months.
  • If you want to be able to report on all of the form and landing page activity resulting from your campaign, be sure to add them to the campaign canvas. This allows you to attribute form submits and page visits back to the campaign. Find out more about campaign reporting.
  • Before activating your campaign, plan to test it first. This will catch typos, broken links, and ensure you're sending the right emails in your campaign flow.

To create a multi-step campaign:

  1. Navigate to Orchestration An image of the Orchestration icon., then click Campaigns.
  2. Create a new multi-step campaign.
    • In the classic UI, click Create a multi-step campaign.
    • In the Redwood experience, click Create > Multi-Step Campaign > Create.
  3. Select a template or use the blank campaign. The campaign canvas opens.

    Classic UI

    An image of the campaign canvas

    The number 1 Campaign name and state
    The number 2 Menu bar
    The number 3 Campaign elements
    The number 4 Campaign canvas
    The number 5 Campaign settings

    Redwood experience

    The number 1 Campaign name and state
    The number 2 Menu bar
    The number 3 Campaign elements
    The number 4 Campaign canvas
    The number 5 Campaign settings

  4. To rename your campaign:
    • In the classic UI, double-click Untitled Campaign at the top of the canvas and type in a name for your campaign.

      An image showing where to add a name for the campaign

    • In the Redwood experience click Settings icon, which opens the Campaign settings drawer, then click Campaign name.

  5. Configure the settings for your campaign.
    1. Open settings
      • In Classic UI, click Options, then click Campaign Settings.
      • In the Redwood experience, click the Settings iconin the toolbar to open the Campaign settings
    2. Add a description of the campaign and set when the campaign will start and end.

      Classic UI

      An image of the Campaign Settings tab with the description and date fields highlighted

      Redwood experience

    3. Click Advanced and configure additional details:

      Classic UI

      An image of the campaign's advanced settings

      Redwood experience

       

      • To allow a contact to enter the campaign more than once, click the Allow contacts to enter the campaign more than once option. If you select this option, after a contact enters the campaign, the contact can enter the campaign again. For example, if you want to allow contacts to flow through a different path of your campaign and receive a different email. Or if you have an ongoing campaign where assets regularly change each time the contact flows through the campaign.
      • To sync the campaign with your CRM, click the Sync with CRM option. Leave the CRM Campaign ID field blank. It will populate after Oracle Eloqua syncs with your CRM.
    4. To close the Campaign settings:
      • In Classic UI, click X to close the settings
      • In the Redwood experience, click Apply to apply changes or Cancel to revert back to the canvas.
  6. Use the Campaign Fields dialog to provide further information about the campaign that can also be used for reporting purposes. For example, budget information, any custom campaign fields required by your organization, and so on. You can also add an end date notification on the Notifications tab. Configure this additional campaign information used by your organization by:
    • In the Classic UI, clicking Options > Campaign Fields.
    • In the Redwood Experience, clicking More actions icon > Campaign Fields
  7. Add elements to the campaign canvas by double-clicking the elements:
    • In the Classic UI, in the Campaign Steps pane. By default, popular elements are shown. To view all the available elements, click the Campaign Steps heading. You can mark your own favorite elements by clicking the star icon.

    An image showing the campaign elements and identifying favorite elements

    • In the Redwood Experience, in the Favorites or Campaign steps tabs. By default, Favorites tab is shown first. . To view all the available elements, click the Campaign steps icon. You can mark your favorite elements by hovering on your desired step and clicking the star icon.

    Tip: You can copy and paste groups of steps by highlighting them with your cursor and using your default keyboard shortcuts (for example, Ctrl+C to copy and Ctrl+V to paste).

    Classic UI

    An animated gif of the copy and paste function.

    Redwood experience

     

  8. Configure each element by double-clicking the element. See the following topics for more information on campaign canvas elements:
  9. Connect the steps on the canvas to form the campaign flow.

    Classic UI

    An animated image showing elements being connected

    Redwood experience

     

    Tip: Add notes to your campaign to help you remember where you left off while working and alert colleagues as to the purpose of your campaign. Learn about adding notes.

  10. Click Save.

    Note: Draft errors appear until you have completely configured the campaign. Click the error indicator to view a list of all validation errors. You must resolve all draft errors before you can activate the campaign.

    Classic UI

    An image of a red indicator showing seven errors in the campaign.

    Redwood experience

    .

 

After you finish configuring the campaign and resolve all draft errors, you can activate the campaign.

Learn more

Activating multi-step campaigns

Campaign canvas elements

Adding notes to campaigns and programs

Creating simple email campaigns

Setting up campaign notifications

multi-step campaign, canvas, sync with crm, campaign steps