Installing Engage

Before you can use Engage, a user with client administrator rights must install the app and configure the settings for your Oracle Eloqua instance.

Important: Ensure that your users have asset creation permissions for creating emails and profile views.

To install the Engage app:

  1. Follow the Engage installation URL below:

    https://login.eloqua.com/Apps/Cloud/Admin/Catalog/Add/d321bf52-fd08-4b3f-b5fa-96448cc466b9/00-14-9C-60-13-3C-AA-E3-2E-9A-2B-E9-7D-B1-B3-B6

  2. Log in with your Eloqua credentials, if required.
  3. Click Accept and Install to add the app to your Apps list.
  4. Configure Engage Global Settings.

    1. Select the check boxes next to the options that you want to enable for your instance.

      An image of the Engage Global Settings window.

      • Recipients
        • Enable recipient autocompletion: When enabled, Engage searches your Oracle Eloqua contacts as their names are entered in the recipient list in an email. This option is disabled by default.
        • Restrict the maximum number of recipients to: Specify the maximum number of recipients a single email can be sent to. This option is disabled by default. The highest maximum number you can enter for this field is 2,000.
      • Email Settings

        In the Email Settings section, administrators can customize the sender display name and from address of emails sent from Engage. These settings are global—when enabled, the values you provide for the sender display name and from address apply to all emails sent from all sales users.

        If the Customize how emails are sent from Engage box is not checked, by default Engage sends emails using a user’s first name, last name, and email address. For example, the default behavior when John Smith sends an Engage email is for the sender display name to be John Smith and the from address to be john.smith@companyname.com. Once it the box is checked, if you enter a value, Engage emails display those values to recipients. For example, recipients see Company Name for the sender name and products@companyname.example.com for the from address when John Smith sends an email.

        The Email Settings section can help sales organizations standardize and improve their email branding, and can also help ensure a strong sender reputation by allowing you to match the from email address to the sender's return path. Matching the from address to the return path is a best practice for ensuring a strong sender reputation.

        • Customize how emails are sent from Engage: Check this box to customize two fields: Sender display name and From address.

          Note: This feature should only be configured by an administrator who has knowledge of how the Oracle Eloqua license was configured, and has access to the settings under Email Setup > Email Defaults. The values set in Engage should match the values configured within the Email Defaults settings page.

          • Sender display name: All emails sent from Engage will display this sender name to recipients. For example, if you enter the value Company Name, recipients will see Company Name for the sender name when John Smith sends an Engage email. You can use this option for consistent branding across all emails sent on behalf of your sales organization.
          • From address: All emails sent from Engage will display this from address to recipients. For example, if you enter the value products@companyname.example.com, recipients will see products@companyname.example.com for the from address when John Smith sends an email.

            Note: If a value is not set for either Sender display name or From address, Engage will use the sender’s information for the empty field. For example, an administrator leaves Sender display name blank but uses products@companyname.example.com for the From address. Therefore, when John Smith sends an email, recipients will see John Smith for the Sender display name and products@companyname.example.com for the From address.

          Tip: Customers who enable this setting may want to review their signature layouts for any necessary changes for the purposes of consistency.

      • Email Creation
        • Allow use of blank templates: When enabled, Engage users can create emails using the blank email option. When disabled, Engage users can only use existing Oracle Eloqua emails saved to Engage as templates. This option is enabled by default.
        • Allow creation of shared templates: When enabled, Engage users with appropriate permissions can save Engage emails and make them accessible to other users. This option is enabled by default. All users are able to save Engage emails for private use.
      • Content
        • Allow images: When enabled, Engage users can insert images in emails. Images are stored in the Oracle Eloqua image library and require appropriate asset permissions. This option is enabled by default. Learn more about inserting images.
        • Allow attachments: When enabled, Engage users can insert attachments in emails. Attachments are stored in Oracle Eloqua's File Storage library and require appropriate asset permissions. This option is enabled by default. Learn more about inserting attachments.
        • Enable field merges: When enabled, Engage users can insert field merges in emails. Field merges are stored in Eloqua's File Storage library and require appropriate asset permissions. This option is enabled by default. Learn more about inserting field merges.
      • Text Formatting
        • Enable font colors and font highlighting: When enabled, Engage users can modify the font color and highlight selected text. This option is enabled by default.
        • Enable font and font size selection: When enabled, Engage users can modify the style and size of their text. This option is enabled by default.
      • Template Sorting
        • Recently Modified (the default): When enabled, templates are sorted on the All and My tabs of Engage's Select a Template window according to the date when they were modified. Users can alternatively click the refine icon Image of the refine icon, which is located next to the Search by Template Name box and looks like a graphic equalizer symbol and select Alphabetical.
        • Alphabetical: When enabled, templates are sorted alphabetically on the All and My tabs of the Select a Template window. Users can alternatively click the refine icon Image of the refine icon, which is located next to the Search by Template Name box and looks like a graphic equalizer symbol and select Recently Modified.
    2. Click Save.
  5. Click Accept or switch users.

The app is now installed and can be viewed in your Apps list (Settings An image of the Settings menu icon, which is represented by a black cog. > Apps, under the Platform Extensions section). Select an app to view a description, modify the configuration settings, reinstall, or uninstall it. You can also check its status and dependencies.

Warning: To modify configuration settings, navigate to Apps, select your app, and click the Configure icon An image of the Settings menu icon, which is represented by a black cog.. Selecting the Reinstall icon An image of the Reinstall icon, which is represented by an arrow pointing down towards a horizontal line. will force you to go through the entire configuration process again. The app will be unavailable for all users during the reinstall.

Learn more

Engage

Accessing Engage

Assigning asset creation rights