Configuring Engage

Manage how your users can use Engage by configuring the Engage app.

Before you begin:

  • You must be a customer administrator to configuration the Engage app.

  • Some Engage settings do not apply to Sales Tools for Microsoft Outlook sends. See Frequently asked questions for Sales Tools for Microsoft Outlook.

To configure Engage:

  1. Log in to Oracle Eloqua.
  2. Click Settings An image of the Settings menu icon, which is represented by a black cog..
  3. Click Apps in the Platform Extensions section.
  4. Select the Engage app.
  5. Click Configure An image of the Settings menu icon, which is represented by a black cog..

    Warning: Selecting the Reinstall option An image of the Reinstall icon, which is represented by an arrow pointing down towards a horizontal line. for an app will force you to go through the entire installation process again. The app will be unavailable for all users during the reinstall.

  6. Configure the settings as needed.

    Settings

    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.
      • Enable contact send limit: If you are an Eloqua administrator, you will be able to limit the number of sales emails that your reps can send to the same contact over a period of time. For example, if you enable the option today, with the number of days set to 7 and the send limit set to 1, Eloqua will look back at the last 7 days to determine if there has been 1 email sent out to a given contact from Engage. If no email has been sent out over the last 7 days, the sales rep will be able to send one email to that contact. These limits can help you prevent contact fatigue and unsubscribes, which also helps maintain your domain's reputation.
      • Important: To request access to this Controlled Availability feature, log in to My Oracle Support and create a service request.

         

        Tip: Send limits apply to both Engage and Oracle Eloqua Sales Tools for Microsoft Outlook.

    • Email Settings

      In the Email Settings section, you can standardize the sender display name and from address of all emails sent from Engage.

      By default, Engage sends emails using the user’s first name, last name, and email address. Using the Email Settings, you can change these defaults and have all Engage emails sent with the same sender display name and from address.

      Consider using these settings if you want to help the sales team with their email branding, and help your sender reputation. A best practice for a strong sender reputation is matching the from address to the return path. These settings allow you to do this.

      The reply-to address for Engage emails is always the email address of the Engage user. For example, when John Smith sends an Engage email, John's email address is used when a contact replies to the email.

      Note: These settings should match the values configured within the Email Defaults settings page. Only change these settings if you have access to these settings. Learn more about email defaults.

      • Customize how emails are sent from Engage: Check this box to customize two fields: Sender display name and From address.
        • 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. If you leave this value blank, Engage will continue to use the user’s information (for example, John Smith).
        • 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.
    • 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.

      Allowed Domains

      Identify which domains are allowed to host Sales Tools pages. For example, if you embed Sales Tools in an iframe hosted by your CRM, add the domain of the page hosting the iframe to your allowlist. You can allow a domain and its sub-domains using a wildcard (*). Learn more about Engage integration.

      To avoid broken iframes, add your CRMs to the Profiler allowlist and Engage allowlist , and update the Sales Tools URLs you have embedded in an iframe to the new URLs. Here is a list of suggested domains for the allowlist based on CRMs:

      • Salesforce: *.force.com, *.salesforce.com, *.my.salesforce.com, *.lightning.force.com, and *.visualforce.com
      • Oracle CX Sales: *.oraclecloud.com
      • Oracle CRM On Demand: *.crmondemand.com
      • Microsoft Dynamics: *.dynamics.com

      To learn more about embedding Engage in different CRMs, see Engage integration.

  7. Click Save to save your settings.

Your configuration settings have been updated. You can modify them at any time.

Learn more

Steps to setup Engage

Installing Engage

Troubleshooting Engage

Engage

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