View Web Activities, including detailed information on page visits and email clicks

The updated user experience for viewing Web Activities provides enhanced visibility into customer interactions. For example, you can now access detailed information on page visits and email clicks to allow for a deeper understanding of engagement patterns. Users This improvement streamlines activity tracking and supports more informed decision-making for sales and marketing strategies.

Here are some of the benefits of uptaking the Web Activities viewing enhancements:

  • Improved Customer Insights: Gain a deeper understanding of customer engagement patterns through detailed visibility into page visits and email clicks, enabling more personalized interactions.
  • Enhanced Decision-Making: Access to granular web activity data empowers sales and marketing teams to make more informed decisions, improving strategy effectiveness.
  • Streamlined Activity Tracking: Simplified tracking of customer interactions saves time and enhances productivity by consolidating key engagement details in an intuitive view.
  • Increased Sales and Marketing Alignment: Shared access to detailed web activity insights fosters better collaboration between sales and marketing teams, driving aligned campaigns and initiatives.
  • Optimized Engagement Strategies: Use detailed engagement data to refine targeting and outreach efforts, leading to improved customer satisfaction and higher conversion rates.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To view marketing web activities for leads and opportunities, ensure that:

  • At least 1 active Web Activity Rule exists
  • Eloqua marketing is intergrated with your sales application
  • Lead and opportunity records were created by Eloqua marketing

Key Resources

  • How to configure web Activity rules: https://docs.oracle.com/en/cloud/saas/sales/fadsi/about-web-activity-rules.html
  • Overview of the CX Sales and Oracle Eloqua Integration: https://docs.oracle.com/en/cloud/saas/sales/fainm/overview-of-the-oracle-cx-sales-and-oracle-eloqua-integration.html

Access Requirements

To do the configurations required for this integration you must have the following CX Sales job roles: Employee, Resource, Sales Administrator and Custom Objects Administration.

Also any role with sufficient privileges to view, modify, and create leads, contacts, accounts, opportunities, and campaigns in CX Sales can be used for configuring the integration.

For Eloqua it's recommended a user with the Administrator persona perform the integration.

https://docs.oracle.com/en/cloud/saas/sales/fainm/required-roles.html