Configuring campaign canvas elements: Assets

When you add assets to your campaign you are adding the elements with which your contacts will interact. The following is a list of the assets available on the campaign canvas:

Email

Send your campaign members emails in your campaign flow.

An image of the Email element.

To configure the Email asset:

  1. Type a new name into the Step name field.
  2. Select an email from the drop-down list or click Folder An image of the File Chooser icon. and browse to the email. To create a new email, click New.
  3. Select additional configuration options by clicking on the corresponding tabs:
    • Signature: Enable the Use a Signature check box (optional), then select either Send using a dynamic signature rule or Send on behalf of a single user, and select an option from the corresponding drop-down list. Learn more about signature rules. In addition, if a signature layout was added to the email, the signature will be dynamically be populated based on the sender. Learn more about signature layouts.

      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.

    • Sending Options: Select the check box next to the sending options that you want to utilize for this email.

      • Break send into smaller batches: This option allows you to break the overall email send into smaller batches. Specify the number of hours or days and then choose the correct time unit.

      • Allow emails to be re-sent to past recipients: This option allows emails to be re-sent to past recipients of the same email.

        Note: In most cases, you will not want to select this option as it increases the likelihood that the recipient will report your email as spam. Only select this option if the email contains crucial or emergency information, or if a critical correction has been made to the content of the original email.

      • Include List-Unsubscribe header: This option includes a global list-unsubscribe header to your email.
      • Send email to master exclude members: This option sends the email 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: This option sends the email to unsubscribed contacts, this ensures that unsubscribed members do not miss out on critical non-marketing emails, such as product information.
    • Scheduling: Select the check box next to the scheduling option that you want to use for this email.
      • Only send during certain days and hours: Select the days and the specific time range that you want to send the email. The default time zone is your local time zone.

        If you would like to configure a batch send and distribute it evenly over a specific period, you must configure both the Sending and Scheduling options.

        • Under Sending Options, select Break into smaller batches and specify the sending period in hours or days.
        • Under Scheduling, select Only send during certain days and hours and specify the start and end time.

        Example

        As part of your campaign, you want to send an email to 100,000 contacts over a five day period between 9:00 am - 5:00 pm ET so that a group of 20,000 contacts receives the email each day.

        To configure the email options in your campaign:

        1. Double-click the email element on the campaign canvas.
        2. Click Sending Options and select Break into smaller batches. Set the Sending Period to 5 days.
        3. Click Scheduling and select Only send during certain days and hours. Set the Start Time for 9:00 AM and End Time for 5:00 PM.

        Your campaign is now configured to send the email to 20,000 contacts each day for the five day period.

      • Enable Send Time Optimization: This option located under the Scheduling tab of an Email asset allows marketers to send emails at the optimal time for each contact. An email with Send Time Optimization enabled is indicated with An image of the Send Time Optimization icon on the Campaign Canvas. Learn more about Send Time Optimization.

        Important: This feature is only available if the Eloqua Advanced Intelligence Cloud Service is enabled for your account. Contact your account representative to learn more.

        • Optimization: Select whether to Optimize by time of day or Optimize by time of day and day of week when sending the email. With Optimize by time of day, a contact will receive emails at the optimal time of day, regardless of what day they receive it on. With Optimize by time of day and day of week, Eloqua will determine which combination of time of day and day of week is optimal for each contact.

    • Routing: Enable the check box if you want to automatically route contacts excluded from the email send. Click Choose and specify a target.

SMS

Important: This feature is only available if your organization has purchased SMS services. Please contact your account manager for additional information and pricing.

Send your campaign members SMS messages in your campaign flow.

To configure the SMS asset:

  1. Type a new name into the Step name field.
  2. Select an SMS message from the drop-down list or click FolderAn image of the File Chooser icon. and browse to the email. To create a new SMS message, click New Number 1.
  3. Select additional configuration options by clicking on the corresponding tabs:
    • Phone Number: Select which phone number Eloqua should send the SMS message to. You can choose from two contact fields: Mobile Phone or Business Phone.
    • Sending Options: Choose your sending options.
      • Allow SMS to be re-sent to phone numbers previously sent to: Select the check box to allow resending the SMS message to the same phone number. Additionally, you can specify the time period to check against for the resending option.

        For example, if you select 2 months, this would prevent resending the same SMS message to the same phone number within the last 2 months. If the same message was sent 3 months ago, the message would resend.

      • Send SMS to opted-out phone numbers: If you have selected a transactional SMS message, select this check box to send this message to phone numbers that have opted-out of SMS communications. You must have permission to access this check box.

    • Scheduling: Select the check box next to the scheduling option that you want to use for this SMS.
      • Only send during certain days and hours: Select the days and the specific time range that you want to send the SMS. The default time zone is your local time zone.
    • Routing: Enable the check box if you want to automatically route contacts excluded from the SMS send. Click Choose and specify a target.

Form

If you add an email that links to a form or to a landing page with a form, you can add that form to the campaign canvas for reporting purposes. After you add a form to the canvas, you do not connect it to other campaign elements. It is on the canvas so that it is visible to users and included in reporting.

An image of the Form element.

To configure the Form asset:

  1. Type a new name into the Step name field.
  2. Select a form from the drop-down list, or click Folder An image of the File Chooser icon. to browse to the form. To create a new form, click New.

Landing Page

If you add an email that links to a landing page, you can add that landing page to your campaign canvas. This allows you to include landing page activities in your campaign reports. After you add a landing page to the canvas, you do not connect it to other campaign elements. It is on the canvas so that it is visible to users and included in reporting.

Note: If a landing page on the canvas contains a form that is also on the canvas, Oracle Eloqua connects the two on the canvas to show the relationship.

An image of a Form element connected to a Landing Page element.

To configure the Landing Page asset:

An image of the Landing Page element.

  1. Type a new name into the Step name field.
  2. Select a landing page from the drop-down list, or click Folder An image of the File Chooser icon. to browse to the landing page. To create a new landing page, click New.

Learn more

Campaign canvas elements

Sharing a hosted form across multiple campaigns

Sharing an externally-hosted form across multiple campaigns

Knowledge Base: How to Re-Send Emails to Previous Recipients