9Campaigns

This chapter contains the following:

This topic provides an overview of sales campaigns. Sales representatives and sales managers can create sales campaigns for reaching out to contacts within their territories. Use the sales campaigns feature from Sales > Sales Campaigns to invite contacts to an event or inform them about a product launch.

Some of the features of sales campaigns include:

  • The ability to target contacts from multiple sources including the contact repository and previous campaigns.

  • An easy-to-use guided process

  • Access to email templates

  • A response gathering and monitoring capability

  • The option to personalize email for individual contacts

  • The ability to schedule a campaign to launch on a specific date

  • Automated follow-up for specific response types

Sales campaigns make it easy for salespeople to keep their contacts informed, announce product launches, and invite them to events. You can configure HTML email templates to send modified emails using your sales application built-in email server. The application monitors responses and can create follow-up tasks or send emails to sales campaign owners.

This topic describes how to create a sales campaign in your sales application.

Note: You should sign in as a sales representative (or higher classification) in order to create a sales campaign.

Steps to Create a Sales Campaign

  1. Sign in as the sales administrator and navigate to Sales > Sales Campaigns.

    The Sales Campaign page appears. At the top of the page are competed campaigns, if available.

  2. Click Create Campaign.

    The Create Sales Campaign: Select Contacts page appears.

  3. Click Add Contacts.

    The Add: Contacts page appears.

  4. Enter your search criteria and click Search.

  5. In the search results list, click the check box next to each contact you want to add to the campaign.

  6. Click OK to save the changes and return to the Create Sales Campaign: Select Contacts page.

  7. Click the right-arrow icon to advance the page to the next step in the process, the design email step.

    The Create Sales Campaign: Design E-Mail page appears.

  8. From the Actions list choose Change Template to use a different template.

  9. Click Insert Elements to add response forms and show the Merge Fields list.

  10. Select the Personalized Message standard field and click Insert, then Done.

    Before you create a personal message, you must insert the merge field into the body of the email where the personal message will appear. If the merge field for personalized message is not inserted into the template, the text doesn't display anywhere in the email.

  11. From the Action list select Personalize Message.

  12. Click the pencil icon next to the contact who is to receive the personalized message

  13. Enter the contents of your personalized message.

  14. Enter your message and click Ok. Then click Done.

  15. Click the right-arrow icon to move to the wrap-up stage.

    The Create Sales Campaign: Wrap Up page appears.

  16. Enter the name of the sales campaign and a short description.

  17. Select Immediate as the launch date for your sales campaign and click Submit.

    From your completed campaigns list, you can view the recently sent message, see how many contacts you targeted, and check if you have received any responses to your campaign.

Sales Campaign Management

You can select a specific set of contacts to include in a sales campaign, or you can decide to include all contacts from a previously created sales campaign.

Note: The number of contacts to include in your sales campaign should not exceed 500.

From the Contacts subtab, you can search for contacts by Record Set, Name or Account. You can add additional search criteria fields by clicking the Add button. This action lets you further segment and target specific contacts to include search criteria such as City, Country, Creation Date, Buying Role, and so on to further refine your search.

By selecting the Previous Campaigns subtab, you can select the campaign you want from the Campaign Name list. You can then select and apply the contacts to your campaign.

Here's how to select contacts for your sales campaign from the Contacts subtab.

  1. Sign in as a sales representative or a sales manager.

  2. Navigate to Sales > Sales Campaigns to go to the Sales Campaigns work area.

  3. Click Create Campaign.

  4. Click Add Contacts to go to the Add: Contacts screen.

  5. Click Contacts subtab and enter search criteria for contacts by Record Set, Name or Account, and click Search.

  6. Click Add if you need to further refine your search for specific contacts.

    Note: Click Create Contact if you want to create a new contact to add to your sales campaign.
  7. Select the contacts you want from the search list and click Apply and then OK.

You can add forms to campaign content so that recipients can respond to your campaign. You can add customer response forms to an e-mail template, track responses, and convert them to leads.

For example, during the Design E-Mail step of the creating sales campaign process, you can insert the following response forms to your campaign:

  • Forward To Friend

  • Request Call Back

  • Requested More Information

Here's how to insert a response form to your sales campaign:

  1. Sign in as a sales representative or a sales manager.

  2. Navigate to Sales > Sales Campaigns to go to the Sales Campaigns work area.

  3. Click Create Campaign.

  4. Click Add Contacts to add the contacts you want to target for your sales campaign.

  5. Go to the Design E-Mail step and select the template you want to use.

  6. Place your cursor in the area of the template where you want to insert a response form link.

  7. Click Insert Elements and from the Show field, select Response Forms.

  8. Select the response form you want and click Insert. Repeat this step if you want to include another response form, and click Done when finished.

You can associate follow-up tasks with customer response forms on an email template when creating a sales campaign. For example, during the final Wrap Up step of the create sales campaign process, you can associate one of these tasks to the customer response forms you inserted from the Design Email step:

  • Create call back task

  • Receive e-mail notification

Here's how to add a follow-up task for your customer response form:

  1. Sign in as a sales representative or a sales manager.

  2. Click Sales > Sales Campaigns to go to the Sales Campaigns work area.

  3. Click Create Campaign.

  4. Click Add Contacts to add the contacts you want to target for your campaign.

  5. Go to the Design E-Mail step and select a template to use.

  6. Select the response form you want, and click Insert. Repeat this step if you want to include another response form, and click Done when finished.

  7. From the Wrap Up step, go to the My Follow-Up Actions, Customer Responses area.

  8. From the Actions list, select the follow-up action you want to associate with each of the customer response forms you previously inserted in your email template.

You can personalize your sales campaign by adding components such as images, merge fields and response forms.

To create the content of your sales campaign, you can add any combination of these components:

  • Images

  • Merge fields

  • Response forms

  • Standard and other URLs

  • Conditional content

Images

Add graphic images to your email. You can provide a link to an image already on a server, or select a local file and upload it to the server. Specify the size and placement of the image. You can add a URL of a publicly hosted image using the img src tag.

Merge Fields

Personalize your email message body by adding placeholders from a list of merge fields, such as the recipient's first name. Merge fields are standard sets of attributes pertaining to an individual contact. You can insert them into your email content. When you launch the campaign, merge fields are dynamically populated directly from the database. With sales campaigns you can also compose a personalized text message for each recipient.

Response Forms

Insert response forms as active links in your email campaign content. When a contact clicks one of the links, a specific response is automatically generated. All such responses are gathered and monitored, to track contacts' actions. Available response forms for sales campaigns are:

Standard URLs

You can add any of the following types of URL:

  • Standard URLs are predefined and commonly used across the enterprise.

  • A URL can be created when you define your email content.

By default, all standard URLs are tracked automatically. You can optionally enable tracking for other URLs, or disable tracking for standard URLs. With tracking enabled, every time a contact clicks a link in a campaign email, the click is recorded as a specific response, together with details pertaining to the URL.

Conditional Content

Conditional content is inserted or omitted based on the results of a rule. There are two elements that you can use to generate conditional content within an email:

  • If-Then-Else cases are used to determine if a block of text or HTML is removed from an outgoing email, by verifying if a merge field value is defined. The merge field is defined if it isn't an empty string or, for numeric merge fields, if it isn't a value of 0 (zero). If the merge field is defined, the block of text or HTML remains in the outgoing email. If the merge field isn't defined, the block of text or HTML is removed from the outgoing email.

  • Named Blocks are used to decide whether to insert a block of text or HTML into an outgoing email, by comparing one string to another. If the two strings are identical, the block is inserted.

Conditional content lets you present information that's specific to individual email recipients without having to create multiple messages. There are two ways to generate conditional content within a sales campaign template:

  • Block statement personalization

  • If-Then-Else personalization

Conditional content and merge fields are available in both HTML and Text format emails.

Insert Text Using Block Statement Personalization

Blocks determine whether to insert a block of text or HTML into an outgoing email by comparing one string to another:

  • If the two strings are identical, the block is inserted.

  • If the two strings aren't identical, the block isn't inserted.

    Note: The string comparison is case-sensitive.

Here are the components of the block personalization element.

Personalization Component Description
$(DefineBlock "MatchString")

Starts a block of text or HTML that's inserted in place of an Insert Block component when MatchString is identical to the MatchString of the Insert Block component.

$(EndBlock)

Ends a block of text or HTML that was started with the Define Block component.

$(InsertBlock "MatchString")

A block of text or HTML is inserted at the location of this component when MatchString is identical to the MatchString of a Define Block component.

Let's look at an example of a block personalization element:


You live in $(InsertBlock "${Account Country}").
$(DefineBlock "USA") <B>the United States.</B>
$(EndBlock)
$(DefineBlock "India") <B>India</B>
$(EndBlock)

If you enter USA in the Country field of the Account record, then this displays:

You live in the United States.
 

If a given recipient has no associated value for a block variable listed in the InsertBlock MatchString component, then nothing is inserted into the message for that block.

Insert Text Using a Block Statement

Here's how to insert a block statement:

  1. Display the email template in the HTML editor.

  2. Place the cursor in the location where you want the insert the block.

  3. Create the Insert Block statement as follows:

    • In the editor toolbar, select Insert Block from the rule conditions drop-down list.

    • In the next drop-down list, select the record the field comes from: Contact, Account, or Campaign.

    • In the next drop-down list, select the field in the record.

    • Click Insert.

  4. Here's how to create a Define Block component:

    • In the drop-down list immediately within the email tag, select Create Block.

      A $(DefineBlock "") and $(EndBlock) statement appear in the text.

    • Type a field value within the quotation marks of the $(DefineBlock "") statement.

      This is the value that drives the content displayed in the block.

    • Type the text that you want to insert into the email between the $(DefineBlock "") and $(EndBlock) tags.

  5. Repeat Step 4 until you have added all the Define Block components that you need.

Insert or Remove Text Using If-Then-Else Personalization

You can insert or remove text in your email depending on the value of a merge field by using If-Then-Else personalization. The merge field is defined if it contains a value, or, for numeric merge fields, if the value isn't 0 (zero).

  • If the merge field is defined, the text remains in the outgoing email.

  • If the merge field isn't defined, the text is removed from the outgoing email.

Here are the components of the If-Then-Else personalization element.

Personalization Component Description
$(if {Record.FieldName})

Use the If component to start an If-Then-Else personalization element. It determines whether the merge field named [FieldName] has a value. If there's a value for [FieldName, the text between this If-Then-Else component and the next If-Then-Else component isn't removed from the email.

$(elseif {Record.FieldName})

Ends a block of text or HTML that was started with the Define Block component.

$(else)

Use the Else component after a $(if) or $(elseif) component. If the preceding $(if) or $(elseif) component removes the preceding block of text or HTML from the email, the $(else) component's block of text or HTML is included in the email. If the preceding$(if) or $(elseif) component doesn't remove its block of text or HTML, the $(else) component's block of text or HTML isn't included in the email.

$(endif)

The End-If component closes the If-Then-Else personalization element.

Here's an example of an If-Then-Else personalization element:


$(if ${Contact.First Name})
Dear ${Contact.First Name}${Contact.Last Name},
$(else)
Dear Mr. or Ms. ${Contact.Last Name},
$(endif)
  • If the Contact.First Name field is defined, the email begins with "Dear First Name Last Name".

  • If the Contact.First Name field isn't defined, the email begins with "Dear Mr. or Ms. Last Name".

You can use If-Then-Else statements similarly to block statements, by including operators such as Equal to, Starts with, or Contains. You can select these operators from a drop-down list when you generate If or If-Else statements. Unlike blocks, this permits you to insert conditional content where the variable is true or not true.

For example, to modify the email with a condition for accounts in the state of California, you use the following statement:

$(if ${Account.Bill to State} == "CA") Join us all month long for special events and workshops held in each of our California locations.

$(else) Join us all month long for weekly online workshops and special offers at www.mycompany.com/events.$(endif)

You can also nest If-Then-Else statements, placing one within another.

Note: The components of personalization elements must be placed in the correct locations in the text. Any incorrect placement causes an error.

Insert an If-Then-Else Personalization Statement

Here's how to insert an If-Then-Else statement:

  1. Display the email template in the HTML editor.

  2. Place the cursor in the location where you want the If-Then-Else statement.

  3. Create the If or ElseIf statement as follows:

    • In the editor Toolbar, from the drop-down list, select either If or ElseIf.

    • In the next drop-down list, select the record the field comes from: Contact, Account, or Campaign.

    • In the next drop-down list, select the field in the record.

    • In the next drop-down list, select the operator.

    • In the next text box, enter the value that the field is compared with.

    • Click Insert.

  4. Following the If or ElseIf statement, enter the text that appears if the condition in the statement is satisfied.

  5. At the end of the entire If-Then-Else statement, enter $(endif).

You are creating a sales campaign inviting contacts to an event that your company will host next month. You already have a template that provides most of the information.

In addition to standard merge fields that will automatically populate contact data, you want to add a more personal touch, for a selected few contacts, to the otherwise generic email content.

Add Personalized Text

  1. Create a campaign, enter the details, select all the contacts for the campaign (not just the ones to whom you will send a personalized message) and, optionally, choose a template.

  2. When you edit the email content, add the personalized text merge field where you want the personalized text to appear.

  3. When you enter advanced options, locate the contact for whom you want to create a personal text in the list of contacts. Click the edit icon in the Personalize column to open a new HTML editor window where you can enter a message for the selected contact. You can apply styles just as in the common area of the email. You can preview and edit the personal message until you have what you want. You can repeat this step to create individual personal messages for as many contacts as you choose.

When you create a sales campaign, you may want to be notified automatically when a targeted contact responds in a specific way. You can associate follow-up actions with specific responses, so that the follow-up action is triggered automatically when a contact responds to your campaign email.

Response Form

You can include response forms in the content of your campaign. These appear to recipients as links that they can click within the email. Every click is recorded, and used to track usage statistics. In addition, each response can also trigger an associated action to be performed automatically.

Follow-up Action

Follow-up actions are predefined actions that can be triggered by contacts' responses. The purpose of these actions is to inform you, the creator of the campaign, when a particular contact clicks a specific response. You can choose to either receive this information in an email notification, or by the creation of a task that appears in your user task list. In either case, the information you receive includes campaign details, contact details, the specific response that the contact submitted, and the date and time of the response submission.

FAQs for Sales Campaigns

The number of contacts to include in your sales campaign should not exceed 500. Oracle recommends to create a new sales campaigns if you want to add more contacts beyond the recommended specification.

The different record sets provided in the Saved Searches window restrict your saved searches to different sets of sales campaigns.

The following table lists and describes the record sets for sales campaigns. Not all record sets are available to all users. For example, the record set involving subordinates is available only to managers.

Tip: To improve saved search performance, restrict your saved searches to smaller record sets. For example, rather than searching all the records you can see, search all the records you and your subordinates own. Or restrict your searches to a smaller geographical area. For example, search all the sales campaigns in one state instead of the whole country.
Record Set Name Description

I own

Sales campaigns that you created.

My subordinates own

Sales campaigns owned by your subordinates.

All records I can see

Sales campaigns that you can view based on your sales team membership, your position in the organization, and security permissions.

Using the Design E-Mail step of the Sales Campaigns process, insert the Forward to Friend link from the Insert Elements > Response Forms list. Next, show the Merge Fields list, and insert the Forwarder Message standard merge field in the message content: ${Standard.ForwarderMessage}. The standard merge field is replaced with any optional text you might enter when you forward the e-mail campaign to your friend using the Forward to Friend link.

When you select the My Draft Campaigns list in the Sales Campaigns work area, the application displays a list of all of the campaigns you own that are pending activation. Selecting the My Completed Campaigns list displays all sales campaigns you own that have been completed within the last three months.

Marketing Content

Use treatments to represent the combination of a marketing message for targeted audience members and delivery options for third-party suppliers. This topic provides a brief overview of the treatment components. A treatment defines the channel-specific marketing message for targeted audience members. For example, depending on the channel you select, the treatment can include options that control how marketing messages are sent to third-party suppliers. You can change the content and attach marketing collateral to personalize a treatment for a specific segment.

Treatments can contain these components:

  • Products and promotions

  • Distribution options

  • Associated lists

  • Confirmation e-mails

  • Content and attachments

Products and Promotions

When you create treatment content, you can:

  • Associate products and product groups with treatments.

  • Use the available collateral for the products and product groups.

  • Associate time-limited promotions and coupon codes to support the tracking of offers given to customers.

Distribution Options

Select the supplier and the supplier's distribution profile if you use a supplier to fulfill your marketing campaign. The distribution profile provides instructions for creating and delivering campaign information to the supplier when the campaign is launched.

Associated Lists

In addition to your external recipients, you can associate a predefined list with your campaign. A predefined list is a static list of internal employees who receive the same campaign information as your external recipients. Sending your campaign content to a predefined list is a useful way to verify the quality of service that the supplier is providing to your contacts.

A subscription list associated with a treatment is the list of contacts that's updated when e-mail recipients select whether they want to subscribe or unsubscribe. You can associate a subscription list with multiple treatments. You can use a treatment-specific subscription list to have opt-in and opt-out responses associated with a particular list.

Confirmation E-Mails

If you're required to confirm or cancel a subscription, then you must have three treatments. To illustrate this requirement, consider the following example of three treatments that are referred to as Treatment One, Treatment Two, and Treatment Three.

Treatment One offers recipients the options to request a subscription or cancel a subscription. Those who respond receive a second e-mail to finalize their request. Although Treatment One is the first treatment to be sent, it's the last that you create because it refers to the other two treatments. The table shows the required attributes and values for Treatment One.

Treatment Step Attribute Value

Treatment Details

Channel

E-mail

Channel Details, Confirmation E-Mails

Confirm-in Treatment

Click the Subscribe confirmation request link included in the e-mail content. For this example, select Treatment Two.

Channel Details, Confirmation E-Mails

Confirm-out Treatment

Click the Unsubscribe confirmation request link included in the e-mail content. For this example, select Treatment Three.

Content

Response Forms

Click Subscribe confirmation request

or click

Unsubscribe confirmation request

Treatment Two provides the subscribe confirmation request to recipients who click the Subscribe confirmation request link included in the e-mail content of Treatment One. Recipients who respond to Treatment Two are added to the subscription list associated with this treatment. This table shows the required attributes and values for Treatment Two.

Treatment Step Attribute Value

Treatment Details

Channel

E-mail confirmation in

Channel Details, Associated Lists

Subscription List

Select a list

Content

Response Forms

Subscribe to list

Treatment Three provides the unsubscribe confirmation request to recipients who click the Unsubscribe confirmation request link included in the e-mail content of Treatment One. Recipients who respond to this Treatment Three are removed from the subscription list associated with this treatment. This table shows the required attributes and values for Treatment Three.

Treatment Step Attribute Value

Treatment Details

Channel

E-mail confirmation out

Channel Details, Associated Lists

Subscription List

Select a list

Content

Response Forms

Unsubscribe from list

Content and Attachments

To create your content, select a treatment template, or you can start with a blank page. You can either upload content from your desktop or switch the HTML editor to source mode and paste the HTML source code.

In the body of the e-mail, include text, merge fields, graphic links, and response forms. If you have both plain text and HTML versions of the treatment, the MIME standard ensures that the appropriate version is delivered to each recipient's email client. You can attach a file, a URL, or a text block to the treatment. You can also select product specific content.

When you create campaigns that target multiple geographic regions, languages and currencies, consider what products to market, what languages to include, and how the campaigns will be fulfilled. Here's some typical factors to consider:

  • Product eligibility

  • Contact Lists

  • Treatments

  • Campaigns

Product Eligibility

You must select products that apply to each geographic area that you target with your global campaign.

Contact Lists

You can create lists of contacts that are filtered by language or by geography. Name your lists so that you can identify them by language when you add your contacts to your sales campaign.

Treatments

If you have multiple language-specific contacts, then you must create a corresponding treatment for each language. Name your treatments so that you can identify them by language when you add them to your sales campaigns. When creating your marketing message and choosing supporting product collateral, consider the following:

  • Marketing message text

  • Text, images, and colors included in graphics

  • Date and time formats

  • Currency and local taxes

  • Content of any collateral attached to the treatment

  • Content of any web pages linked to the treatment

You must also verify that your third-party fulfillment supplier can manage your language requirements.

Campaigns

For campaigns, you can create separate treatment template for each language. For example, for Latin America, you could create a Spanish campaign applicable to multiple countries and a Brazilian Portuguese version for Brazil.

A marketing source code is a unique identifier that represents a sales campaign or marketing activity and is used to track marketing effectiveness.

Source Codes

Marketing source codes are automatically generated for every sales campaign and marketing activity. To view a listing of source codes and associated campaign components, navigate to the Review Marketing Source Codes task from Setup and Maintenance. Note that a source code can be listed more than once in this page to support querying on specific promotions and coupons.

Associate Source Codes to Responses and Leads

Source codes associated with responses and leads provide a reference to sales campaign activities for tracking campaign effectiveness.

You can provide a source code when creating, editing, or importing a response. A response generated as a result of an e-mail campaign trackable URL or an e-mail bounce inherits the source code derived from the originating e-mail sales campaign.

A source code can be associated with leads when designing a sales campaign, when manually creating or editing a lead, or when importing a lead. A lead created from a converted response inherits the source code from the response.

FAQs for Marketing Content

Existing campaigns that were created from the template are unaffected. Your changes will only affect campaigns created after the template is updated. Campaign templates provide models to use as a basis when planning and designing sales campaigns. When you use a template to create a sales campaign, the template values are copied to the new campaign and the template's purpose then ends for that campaign.

What's the difference between a predefined list and a subscription list?

A predefined list is a static list of contacts.

A subscription list is another type of static list. When associated with a specific treatment that has subscription response forms included in the treatment content, it will reflect the responses of campaign recipients who choose to subscribe.

Marketing Campaigns

Overview of Campaign Management and Reporting

You can store marketing related data, such as campaigns and campaign members created and updated in Oracle Marketing Cloud, in your sales application. Campaign management and reporting is greatly improved by having campaign related data maintained and synchronized between Oracle Marketing Cloud and Oracle CX Sales.

You can view meaningful information about marketing campaigns and campaign members from the Campaigns user interface. The Campaigns UI provides visibility into the campaign effectiveness to support the sales processes. For example, you can view the campaigns and campaign members associated with a given lead and contact to gain key insights for closing a sale.

In addition, your administrator can also display a campaigns subtab and an Add to Campaign button on the Leads and Contacts user interface pages from where you can view data about the marketing campaigns and add the associated leads and contacts to the campaign. Add contacts or leads to marketing campaigns from these locations within your sales application:

  • Campaigns subtab on the Edit Contact page

  • Campaigns subtab on the Edit Lead page

  • Campaign Members subtab on the View Campaign page

  • Contact and Lead saved search pages in Workspace

Use the campaign summary data to view associated leads, contacts, opportunities, and revenue amounts. The total number responding to a campaign represents the total count of campaign members who have responded to a marketing campaign. Campaign members include either leads or contacts that were sent or responded to a marketing campaign and have a status of Responded or Sent. Note that the response is only counted once even when a campaign member has responded multiple times to the same campaign.

About Campaign Management Reports

You can view predefined campaign-related reports and charts to determine the effectiveness of your campaigns are evaluate how they're progressing and performing. You can also create your own specific Campaign reports and charts using the Campaign and Campaign Member subject areas to suit your business needs.

The following subject areas enable the creation of reports on the Marketing Cloud and your sales application data.

  • Campaign Members

  • Campaign Opportunities

For example, sales and marketing operations can run campaign related reports and perform analysis on marketing attribution and evaluate a campaign's return on investment (ROI). The Profile link on the View Campaign shows some details about the campaign such as name, type and current status of the campaign. It also shows the owner, and the dates when the campaign started and ended as well as a brief description and costs of the campaign. Your administrator can use Application Composer to expose or hide such details or change the layout of the fields as they appear in the Profile page.

The Campaign Analytics subtab on the View Campaign page shows the campaign member dashboard. Your administrator can use Application Composer to expose a Campaign ROI dashboard from the Campaign List page.

Access these reports by clicking the Campaign ROI Analytics link from the Campaign List page.

Report Access this report to...

Campaign ROI Analysis

  • Determine how each of your campaigns are performing.

  • Measure the effectiveness of the campaign by calculating the return on investment (ROI) and average costs for your campaigns.

    The Actual ROI is represented as a percentage (total opportunity revenue minus the actual cost divided by the actual cost).

  • View the pipeline ROI calculated as a percentage (total revenue on open opportunities minus the actual cost divided by the actual cost).

  • Filter the report data by campaigns with start date in the last 180 days.

    Other time filter criteria include last quarter, last two quarters, and last year. You can set your own time period to run this report.

Campaign Revenue

  • Measures the total revenue of successful campaigns that are tied to won opportunities.

  • Analyze which won opportunities have resulted from which campaigns.

  • Filter the report data by campaigns with the default start date in the last 180 days.

    Other time filter criteria include last quarter, last two quarters, and last year. You can set your own time period for which to run this report.

Top Campaigns

  • Displays the top 20 campaigns having the highest ROI in the last six months.

  • View the total revenue won opportunities value for each of the campaigns.

Add Leads and Contacts to Marketing Campaigns

You can include contacts and leads created from your sales application as campaign members to your marketing campaigns created and updated in Oracle Eloqua. After the added campaign members are synchronized to Oracle Eloqua, they get added to the specified marketing campaigns.

Add contacts or leads as campaign members to marketing campaigns from these locations within your sales application:

  • Campaigns subtab on the Edit Lead page

  • Campaigns subtab on the Edit Contact page

  • Campaign Members subtab on the View Campaign page

Note: These subtabs are hidden by default but your administrator can make them available to you through Application Composer. See the related topics for more information.

Add a Lead or a Contact to Campaigns

From the Campaigns subtab in your Edit Lead and Edit Contact pages, you can add a lead or contact that you want to an existing marketing campaign as campaign members. Once you click Add to Campaign you select the specific campaigns to where your leads or contacts are added.

Here's an example of how to add a lead to a marketing campaign from the Edit Lead UI:

  1. Sign in as a sales representative or a sales manager.

  2. Navigate to Sales > Leads to go to the Leads work area.

  3. Select a lead that you want to add as a campaign member to a marketing campaign.

  4. From the Edit Lead page, click the Campaigns subtab.

  5. Click Add to Campaign to go to the Add: Campaigns screen.

  6. Search for and select the existing marketing campaigns that you want.

  7. Click Apply and then click OK.

The selected lead is now included as a campaign member in your selected marketing campaigns.

To add a contact to a marketing campaign, go to the Sales > Contacts work area and follow similar steps. From the Edit Contact page, click Add to Campaign and select the specific campaigns to where you want your contact added as a campaign member.

Add Leads and Contacts to a Campaign

When you have added the marketing campaigns that you want, you can view and access them from the Campaign Members subtab on the Campaign Details page.

From here, you can add additional campaign members (leads and contacts) as follows:

  1. Navigate to the Campaigns work area.

  2. From the View Campaign: Overview page, select and open a campaign that you want to add additional leads and contacts.

  3. Click the Campaign Members subtab.

  4. Click Add Contacts to go to the Add: Contacts screen.

  5. Search for and select the contacts that you want to add to your existing marketing campaign as campaign members.

  6. Click Apply and then click OK.

    Note: You can't remove contacts from a campaign once the campaign is activated.

The selected contacts are now included as campaign members to your selected marketing campaigns.

Similarly, if you want to add additional leads as campaign members to an existing marketing campaign, click Add Leads to go to the Add: Leads screen and follow similar steps.

FAQs for Marketing Campaigns

How can I view the amount of responses for a campaign?

From the Campaigns List page, you can drill down into each campaign record to view campaign members that have responded to a given campaign, and view campaign member details. In addition, you can view campaign details including campaign name, start and end dates, status, and other standard or custom attributes.

The total number responding to a campaign represents the total count of campaign members with a status of Responded. Note that the response is only counted once even when a campaign member has responded multiple times to the same campaign.

How many campaign members are associated with a campaign?

From the Campaigns List page, you can drill down into each campaign record to view campaign members that have responded to a given campaign. You can also access the Campaign Members report that shows the amount of members in a campaign from the Campaign Analytics subtab on the View Campaign summary page. You can filter the report data by lead or contact name and response date range.

Your administrator can filter what user-defined or predefined campaign related reports to display to campaign users. For example, the default Campaign Analytics subtab search filter is Record Set = All Members. This search returns all campaign members with a status of Responded and Sent.