Creating simple email campaigns

Note: We're updating our help center to reflect the new Redwood experience. During the transition, some content reflects the previous version of the UI.

If you want to send a single email to a group of contacts, you can create a simple email campaign. The simple email campaign lets you send an email to a segment in a few steps and without having to touch the campaign canvas.

After you send the email, you can immediately start to see the email's performance and metrics such as email opens, click-throughs, and conversions.

Tip: Enroll in our free Udemy course to learn about the basics of marketing automation and creating a simple email campaign in Oracle Eloqua.

Learn more by watching the video!

Note: The approvals workflow is not available for simple email and A/B test campaigns.

To create a simple email campaign:

  1. Navigate to Orchestration An image of the Orchestration icon., then click Campaigns.
  2. Create a new simple campaign.
    • In the classic UI, click Create a Simple Email Campaign.
    • In the Redwood experience, click Create > Simple Email Campaign > Create.
  3. First, give your campaign a name. In the classic UI, be sure that you select Simple as the campaign type.

    Classic UI

    An image of Step 1 of the simple email campaign design wizard

    Redwood experience

  4. Specify the segment to use for this campaign. You can optionally create a new one or upload a contact list instead.

    Classic UI

    An image showing step 2 of the simple email campaign design wizard where you select the recipients

    Redwood experience

    Tip: As you configure the campaign, Oracle Eloqua validates your configuration.
    • In the classic UI, click the caution icon An image showing the caution symbol that appears if there are errors associated with the configuration to review the error.
    • In the Redwood experience, click the step in the table of contents that appears with an error indicator .
  5. Next, specify the email to use in the campaign. You can choose an existing email, create a new one or upload an external file.

    Classic UI

    An image of step 3 of the simple email campaign design wizard. In this step you select the email you want to send.

    Redwood experience

  6. Next, specify when to launch the campaign.

    Classic UI

    An image of step 5 of the simple email campaign design wizard. In this step you choose when you want to send the email.

    Redwood experience

    • To start the campaign immediately after you active it, click Send now.
    • To start the campaign on a specific date and time, click Schedule for a later time in the classic UI or Send later in the Redwood experience. You can then specify the date and time to start the campaign.

  7. Click Advanced sending options to configure other email options.

    Classic UI

    An image of the advanced sending options available from the simple email campaign design wizard

    Redwood experience

    • Use a Signature: Allows you to configure the email signature. You can choose to Send using a dynamic signature rule or Send on behalf of a single user. If the campaign's email includes a layout, the signature will be dynamically populated based on the sender. Learn more about signature layouts. Learn more about signature rules.

      The sender's user account does not need to be active nor does the person associated to the user account need to have access to Oracle Eloqua. The user account and associated signature fields will be used to populate the email sender and sender information like a signature where applicable. Learn more.

    • Include List Unsubscribe header: Add an unsubscribe header to your email.
    • Break send into smaller batches: Break up sending emails into smaller batches. The period you use depends on the size of the segment. If you are not sure what period to set, start with about 1000 emails per hour. So, for a segment of 3000, sending the email over 3 hours will send 1000 per hour.
    • Only send during certain days and hours: Allows you to configure when to send the email. For example, use this option to send only at off-peak hours or at an optimal time that you've determined.
    • Enable send time optimization: Allows you to configure the email to send based on the contact's individual optimal send time. Available with the Eloqua Advanced Intelligence Cloud Service add-on only. Learn more.
    • Allow emails to be re-sent to past recipients: Allow this email to be re-sent to past recipients. Typically, you do not want to select this option so that you don't send duplicate emails to your contacts.
    • Send email to master exclude members: Allow this email to be sent to contacts on the master exclude list. This ensures that members on this list do not miss out on critical non-marketing emails, such as product information.
    • Send email to unsubscribed members: Allow this email to be sent to unsubscribed contacts. This ensures that unsubscribed members do not miss out on critical non-marketing emails, such as product information.
  8. To configure campaign fields:
    • In the classic UI, click Actions An image of the Actions button, then click Settings.
    • In the Redwood experience, on the Review and submit step, click Properties.

    Here you can set campaign fields like product, country, and so on required by your company, and change the CRM sync or closed-loop reporting settings.

  9. Click Save to save the campaign.
  10. Click Activate Campaign to activate the campaign according to its schedule.

    Note: You must resolve all errors before you can active the campaign.

    Oracle Eloqua sends the email or sends it according to the schedule you set. The campaign's status changes to Active or Scheduled. You cannot change the campaign once it is Active or Scheduled. Find out more about changing an active or scheduled campaign.

 

Monitoring campaign performance

After the campaign is Active, you can see a real-time view of the email's performance. Campaign reporting and metrics.

Classic UI

An image of a simple campaign report.

Redwood experience

  • To view the latest information, you can refresh the report. In the Redwood UI, this option is available in the Actions menu.
  • To view details about the contacts included or excluded from the email send, use the participants report or the Email Entry and Email Exit operational reports.
  • Real-time reporting is available for up to 3 months after the campaign was activated. Use Insight reporting for historical reporting. All activity for the email campaign is tracked for 12 months after the campaign started.

Changing an active simple email campaign

A simple campaign runs for 3 months from the start date and collects activities for 1 year. If you need to make changes to the campaign like setting campaign fields or changing the campaign name, you must first deactivate the campaign.

When you reactivate the campaign, Oracle Eloqua continues sending the email to those contacts in the segment that had not already been sent the email.

If you do not reactivate the campaign within 3 months, Oracle Eloqua closes the campaign and removes any contacts from the campaign that were not sent the email. The change is associated to the user who last modified the campaign. For more information, you can check out the retention policy.

Learn more

Campaigns

Emails

Creating multi-step campaigns

Campaign reporting and metrics