Frequently asked questions

The following are some of the questions most often asked about Oracle Eloqua Sales Tools for Microsoft Outlook.

Q. Are there any additional costs to use the Sales Tools for Microsoft Outlook add-in?

A. No, the Microsoft Outlook add-in will be provided free of charge for Oracle Eloqua Engage customers.

Q. How do I install the Oracle Eloqua Sales Tools for Microsoft Outlook?

A. Engage users can install the add-in on their own. IT administrators can also install the add-in for users in bulk. For information on mass deployment, contact My Oracle Support.

Q. What license do I need to access the Sales Tools for Microsoft Outlook add-in?

A. Sales users require, at a minimum, the Oracle Eloqua Engage and the Eloqua Sales Tools for Microsoft Outlook licenses. To access Profiler from the Microsoft Outlook add-in, sales users will also need the Profiler license. Learn more about the steps to setup Engage.

Q. Are emails sent through Microsoft Exchange or Eloqua (Engage)?

A. Emails are sent through the customer's Exchange server. The add-in calls Eloqua to create a deployment and provide the email content, that is then sent by the customer's exchange sever. Emails are visualized in Engage for sales users to review and track. An email activity is created for each recipient.

Q. What are the differences between Engage and the Sales Tools for Microsoft Outlook add-in?

A. The two products have a very similar feature set, with a handful of key differences.

Functionality Engage Outlook
Tracked emails An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Contact creation An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Contact lookup An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Preview an email prior to send An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Field merges An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Inserting additional field merges, not included in email templates An image of a green checkmark icon, which represents a successful validation. An image of a red x icon, which represents a failed validation.
Access to templates An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Support for protected templates created by marketing An image of a green checkmark icon, which represents a successful validation. An image of a red x icon, which represents a failed validation.
Eloqua Profiler embedded / accessible An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Plain text email An image of a green checkmark icon, which represents a successful validation. An image of a red x icon, which represents a failed validation.
Contact validation:    
      Unsubscribed An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
      Bouncebacks An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
      Master exclude An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
      Contact security An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
User able to save emails as templates / share with other users An image of a green checkmark icon, which represents a successful validation. An image of a red x icon, which represents a failed validation.
Cloud content An image of a green checkmark icon, which represents a successful validation. An image of a red x icon, which represents a failed validation.
Insertion of attachments from Eloqua An image of a green checkmark icon, which represents a successful validation. An image of a red x icon, which represents a failed validation.
SSO An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Localized An image of a green checkmark icon, which represents a successful validation. An image of a green checkmark icon, which represents a successful validation.
Restrict number of contacts per email send An image of a green checkmark icon, which represents a successful validation. An image of a red x icon, which represents a failed validation.
User upload of images to Eloqua An image of a green checkmark icon, which represents a successful validation. An image of a red x icon, which represents a failed validation.

Q. When I open Microsoft Outlook, a dialog message appears about using the "Send Pictures With Document" setting. What does this mean?

A Microsoft Outlook setting can be used to embed images in a message. This setting may be on or off depending on your version of Microsoft Outlook and could be turned on or off by you or your organization.

This setting may prevent adding the Oracle Eloqua tracking pixel when you send a tracked email message.

You can continue to use the Microsoft Outlook add-in with this setting turned on. But we recommend testing to ensure that tracking is not impacted by your particular Microsoft Outlook version and configuration. If you want to turn off the setting, refer to this support article from Microsoft.

Q. Is there a maximum number of recipients?

A. Yes, the maximum number of recipients that can be tracked is 100. Administrators cannot manage this maximum for the Microsoft Outlook add-in.

Q. Is the hide in mobile feature supported in Sales Tools for Microsoft Outlook?

A. No. If a template is created in Eloqua that includes a hidden content, and a user sends the template via Sales Tools for Microsoft Outlook, then that email does not hide the content.

Q. Are locked blocks supported in Sales Tools for Microsoft Outlook?

A. Locked blocks are not supported in the Oracle Eloqua Sales Tools for the Microsoft Outlook add-in. In the Microsoft Outlook add-in, sales users will be able to edit the locked block styling.

Q. Is Microsoft Office 365 supported?

A. Microsoft Office 365 Professional Plus (ProPlus) is supported. This version of Office 365 still allows users to install the most recent version of Microsoft Outlook on their local machines. View the Microsoft documentation for more information. Web-based versions of Outlook that are a part of Office 365 are not supported.

Q. I see that you support Microsoft Office 365 for Exchange Server, does this mean you support Office 365?

A. The Office 365 version of Exchange Server can be used to connect with Outlook 2019 and is therefore supported. The only version of the Office 365 product line that is supported is Office 365 ProPlus.

Q. If emails are sent using my Exchange Server, how would bouncebacks be tracked?

A. If a sales user sends an email to a contact using the add-in in Outlook, and that email bounces, that bounceback is not currently tracked back to Eloqua.

Emails sent using Engage, which are sent through Eloqua, will track bouncebacks. This is an important consideration when evaluating which application to use.

Q. Do emails sent through Microsoft Outlook appear in Engage?

A. Yes, emails sent from Microsoft Outlook that are tracked with the add-in will appear inside the sent list in Engage.

Q. Is the add-in localized?

A. Yes, it is localized into the same languages that are supported by the Sales Tools suite. See language support for a list of those languages.

Q. How many tracked emails can users send at a time?

A. Users are limited to 100 tracked emails that can be sent at one time. Additionally, if you configure the send limit in the Engage app, you can also limit the number of sales emails that your reps can send to the same contact over a period of time. Learn more about configuring the Engage app.

Q. Why are locked sections in email templates not supported in Microsoft Outlook?

A. Microsoft Outlook does not support locked regions within an email. When users insert an email template, all sections of the template will be editable. Customers should start to audit their existing templates and plan accordingly.

Q. Is sign on with SSO supported?

A. Yes, after installing the add-in, users will login to the standard Eloqua login screen with their credentials and can choose Sign in with SSO or another account.

Q. How can I avoid email opens when I view a sent message in Outlook?

A. The sent message includes a tracking pixel. Once the message is in the Sent folder, Sales Tools for Microsoft Outlook removes its tracking pixel to avoid any artificial inflation of metrics due to opening a message in your Sent folder. However, Microsoft Outlook caches the first message in the Sent folder for approximately five minutes or until you perform another action in Outlook such as opening a new Compose window.

Learn more

Oracle Eloqua Sales Tools for Microsoft Outlook

Profiler

Engage

Sales Tools

Introducing Oracle Eloqua Sales Tools for Microsoft Outlook

Sales Tool license, Engage, Profiler, Microsoft Outlook, add-in, tracked email