Oracle Eloqua s User Guide

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Oracle Eloqua Emails

User Guide

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1 Emails Overview

Despite vast innovations and improvements to other channels of communication with prospects, emails are still central to many marketing campaigns. You can reach a large number of existing and potential customers efficiently and cheaply through email messages. Eloqua includes robust email marketing capabilities that you can weave into your marketing campaigns.

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identification with your message and to stand out from every other email that a contact gets. In addition, you need to ensure that you comply with all applicable regulations and best practices.

With Eloqua you can createemail groupsthat allow you to control default settings for similar types of emails, you can set a specific header and footer depending on the type of emails in the group. For example, you might always use the same format for a newsletter. Having an email group also allows the client to unsubscribe from emails at a group level, so for instance they would not receive any emails from the newsletter group.

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2 Examples of Emails

Emails continue to be at the center of many marketing campaigns. It's important to pay some attention to design so that your emails grab the recipients' attention, and to include features that allow your recipients to control which emails they receive to prevent your emails from being reported as spam.

Some of the features required to maintain the deliverability of your emails, and to comply with anti-spam laws, are outlined in Overview of Email Marketing. In particular, please look at the features included in the email footer in the illustration used.

In this article, we'll have a look at a few different uses and designs for emails and point out some of the purposes and features of the elements included.

Example 1: Information-Only Email

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Example 2: Call to Action: Download a Chapter

In this case, there is a call to action in the email to download a chapter from an eBook.This email could be used as a promotion for the sale of the book or as part of a marketing campaign for the company. Note that there are two links to the free chapter, as well as two other links to additional information. This makes it easy for recipients to know what to do and to carry out an action easily.

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Example 3: Call to Action: Access Videos, Whitepapers, and Case Studies

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This campaign features an intelligent use of forms. When a known contact clicks the Learn More button, the link below it, or the thumbnail of the video, a window is displayed showing their contact information. The recipient need only click Submit to view the page without filling in form information.

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Example 4: Link to a Demo

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3 Email groups

Email Groups are used to control default settings for similar types of emails. For instance, you can set the default header, footer, subscription landing page, and unsubscribe landing page for a set of email newsletters. Then your contacts can subscribe or unsubscribe at the group level to simplify

subscription management. As an administrator, you can add or delete groups as required to control email subscriptions.

3.0.1 Examples of using email groups

Email groups allow you to configure settings on the group level for defaults such as the email headers and footers and subscription landing page options. This makes it easier to manage different types of emails and the subscribers to each.

Here are a few of the different types of categorizations you could use for setting up different email groups for emails:

By department: You can group the emails by the department from which they are sent. This is particularly useful if you have several different departments sending different types of emails to users. For larger companies, the top-level categories might be by department, with functional groupings within each department area.

By campaign: You could separate your emails into different campaign email groups. This will make it easier for you to isolate the responses to each campaign. Again, this structure could be within a department structure if more than one department (for instance: Marketing, Sales, Support) is distributing email to recipients.

By event: In some cases, particularly for larger events (such as trade shows), you may want to have an email group for each event. In other instances, it may make more sense to organize by the type of event, such as seminars, trade shows, and webinars.

By user or agent: In a really large operation, you may want to allow individual marketers or sales personnel to run their own email groups.

By industry: If you are addressing multiple industry verticals, it may make sense to organize email groups by different industries.

By product or service: If you have a large catalog of products and/or services, you may want to organize email groups by the different types of products.

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3.1 Creating email groups

You can create an email group and set its default parameters so you can manage the emails at the group level for a particular content asset, such as an email or newsletter.

To create an email group:

1. Navigate to Settings > Setup, then click Email Groups (underAssets), theEmail Groupspage opens listing all the existing email groups.

2. Click the button in the bottom left-hand corner to add a new group, the new group appears in the left-hand pane asUntitled Email Group.

3. Click on the name and the group settings appear in the right hand pane, configure the group settings as needed:

Name: Enter a new name for the email group.

Default Email Header: Select a header from the drop-down list, or click the file icon to the right of the field to open theEmail Header Chooser. This header will be the default for emails sent from this group. If necessary, you can change which header is used in a specific email by clicking on it in the email editing page. Learn more aboutemail headers. Default Email Footer: Select a footer from the drop-down list, or click the file icon to the right of the field to open theEmail Footer Chooser. This footer will be the default for emails sent from this group. If necessary, you can change which footer is used in a specific email by clicking on it in the email editing page. Learn more aboutemail footers. Subscribe confirmation page: Select an option from the drop-down list, or click the folder icon to the right of the field to open theLanding Page Chooser. The subscribe confirmation page is the page that is displayed when a user clicks on a hyperlink in an email to subscribe (opt-in) for an email group.

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this check box if you want the recipient of an email to be able to see the name of this group on theSubscription Management Page(after the contact has clicked on the "Send to Subscription List" hyperlink in an email). When you click this check box the following fields appear:

Name of the Email Group As It Appears to Contacts: Enter the name of the group as you want it to be displayed on the landing page.

Description of Email Group As It Appears to Contacts: (Optional) Enter a description to make it clear what types of information this group provides. We recommend you provide a clear description, this ensures that a user who is subscribed to several different groups will not mistakenly unsubscribe to the wrong group.

4. Click Save to save the settings for the email group.

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Important: Once you assign and save an email to an email group, it cannot be reassigned or changed. In order to change the email group, you must delete the email and recreate it, then assign it to the correct group.

3.2 Editing email groups

You can edit the settings of a pre-existing email group from the settings area of the application.

To edit an email group:

1. Navigate to Settings > Setup, then click Email Groups (underAssets), theEmail Groupspage opens listing all of the existing email groups.

2. Click on the name of the group that you wish to modify, the group settings are displayed in the right-hand pane.

3. Change the settings as needed, then click Save to save your changes.

Note: When you change the name of the email group, the name on the associated subscription page is also updated.

To view the emails that are associated with this group, click theEmailstab for that group.The emails are presented in a read-only list.

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1. Navigate to Settings > Setup, then click Email Groups (underAssets), theEmail Groupspage opens listing all of the existing email groups.

2. Click on the name of the group that you want to delete, the group settings are displayed in the right-hand pane.

3. Click the button in the bottom left-hand corner to delete the email group, a confirmation box opens.

4. Click Delete to delete the email group, the group is removed from the email groups list.

Note: If there are any emails associated with this group, you will receive an error message when you try to delete it. You must delete the emails in the group before being able to delete the group itself. To see which emails belong to your email group, select the group you wish to delete, then click theEmailstab in the right-hand pane, all emails in the group are listed.

3.4 Managing global subscription for email groups

You can set global opt-out and opt-in confirmation pages for your email groups, you can also edit and preview the global subscription page that your contacts will see.

To modify global subscription details:

1. Navigate to Settings > Setup, then click Email Groups (underAssets), theEmail Groupspage opens.

2. Under theGlobal Subscription Managementsection, select aGlobal Opt-Out Confirmation Pagefrom the drop-down list or click the folder icon to the right of the field to open theLanding Page Chooser. If needed, edit the selected landing page by clicking on the pencil and paper icon next to the field. This is the page to which contacts are directed after they click the

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3. Select aGlobal Opt-In Confirmation Pageusing the same method described in step 2. This is the page to which contacts are directed after they click the Subscribe to All hyperlink.

4. (Optional) Click the button, theEdit Subscription Pagewindow opens. Here you can customize the wording (instructions) on the global subscription

management page.

Enter the information that you want to appear on the page in the corresponding fields, then click Preview to see how it will look when rendered.

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4 Email template manager

Note: You must have template manager permissions in order to access this feature. See

granting template manager permissions.

Email templates allow you to create standard emails that can be re-used multiple times, you can create a new email thensave it as a template, you canupload an HTML templatethat was created outside of Eloqua, or you cancreate a new template from theTemplate Manager. TheTemplate Manager

(accessed from the email launchpad), allows you to create, modify, and customize email templates for Eloqua users at your organization. You can assign very granular settings to areas of your emails, you can lock all elements in place, then define which specific elements, if any, can be modified when creating new emails. This allows you to maintain control and consistency when sending out similar types of emails, it also ensures that important elements are not accidentally deleted.

4.1 Granting template manager permission

A user must have the appropriate permissions, granted in the settings area of the application, to be able to save an email as a template and gain access to theTemplate Manageron the emails launchpad. From the template manager you can edit templates and lock specific elements to control what can and cannot be changed when they are used to create new emails.

To grant template manager permission:

1. Navigate to Settings > Setup, then click Users, the user settings page opens.

2. Select theGroupstab on the left-hand pane, then click on the name of the group for which you want to grant template manager permission, theSecurity Group Overviewopens in the right-hand pane.

3. Click Action Permissions, then click Edit at the top of the permissions page.

4. Scroll down to theTemplate Managersection, and select the check box next toManage Templatesto grant template manager permission.

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4.2 Accessing responsive email templates

With the staggering increase in the numbers of people reading and responding to emails on mobile phones, tablets, and other devices in addition to their computers, it is important to make sure your emails are visually appealing and useful regardless of the type of device on which they are being read. These types of emails are based on templates calledResponsive Email Templates. Eloqua provides responsive templates that are pre-built specifically for this purpose. Each section of the responsive templates contains valuable information for you when customizing the template for your email campaigns.

Note: Responsive emails rely on appropriate CSS media queries, deleting these from the template will remove the responsive nature of the email.

To access the responsive templates:

1. Navigate to Assets > Emails, then click Create an Email, theTemplate Chooseropens.

2. Click Mobile Templates on the left-hand pane under theTemplate Galleryheading, the responsive template options are listed:

3. Select one of the responsive template icons, then click Choose. The template opens in the email editor where it can be customized as needed.

The four types of responsive templates are:

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Responsive 1-Column with Callout: This template is geared towards smaller resolution email clients (600 px or lower). Within the email template body there are specific guidelines for what codes and tags to use when adding your content.

Example: In order to ensure that emails viewed in Microsoft Outlook are rendered properly, do not use paragraph tags, only "<br>". It is important to follow the rules provided in order to ensure that your emails render properly in various email clients.

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4.3 Creating new email templates from the template manager

When you create a new template from the template manager, you are able to customize the layout and content, then save the changes for future use. After you have created a new template, you can also set the template toProtectedmode to prevent it from being altered.

To create a new template from the template manager:

1. Navigate to Assets > Emails, then click Template Manager at the bottom of the emails launchpad, theTemplate Managerchooser opens.

Note: If the template manager icon is not present, you may not have the correct permissions. Learn more abouttemplate manager permissions.

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3. Add, change, or delete the elements in your template as needed. Learn more aboutcustomizing emails.

Note: If the status button in the upper left-hand corner saysStandard, this means that all of the elements in the template can be modified. If the status saysProtected, the elements are locked, learn more aboutProtectedmode in thedesign editorand the

HTML editor.

4. When you are satisfied with your template, select one of the following options to save your changes:

If you are creating a new template from a blank template: Click Save in the upper-right hand corner, or click the action menu (gear icon) then select Save As, theSave as Templatewindow opens.

If you are creating a new template from an existing template: Click the action menu (gear icon) then select Save As, theSave as Templatewindow opens.

Note: In this option, the original template that you selected from the chooser is not modified. You are saving your changes as a separate template. If you want to make changes to an existing template, seemodifying email templates.

5. Enter the details for the template in theSave as Templatewindow:

Name: Provide a name for your template, this name will appear in the template chooser below the template's icon or thumbnail.

Description: Enter a description for your template, this information appears when you click the template in the template chooser.

Text to Display for Link: This links to a file or location on another website that could provide information for users when creating emails using this template. This information appears when you click the template in the template chooser.

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Note: All information except theTemplate Nameis optional. However, best practice is to take advantage of all information that can help a user know which template is the best one for the task at hand.

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6. Click Save, the new template is added to theTemplate Chooser.

4.4 Modifying email templates from the template manager

You can modify the layout and content of an existing email template by accessing theTemplate Manageron the emails launchpad.

To modify an existing template from the template manager:

1. Navigate to Assets > Emails, then click Template Manager at the bottom of the emails launchpad, theTemplate Managerchooser opens.

Note: If the template manager icon is not present, you may not have the correct permissions. Learn more abouttemplate manager permissions.

2. Select the template that you want to modify, then click Choose, the template opens in either the design editor or the HTML editor depending on the template type.

3. Add, change, or delete the elements in your template as needed. If the status button in the upper left-hand corner saysStandard, this means that all of the elements in the template can be modified. If the status saysProtected, the elements are locked, learn more aboutProtected

mode in thedesign editorand theHTML editor.

4. When you are done editing the template, click Save in the upper right-hand corner. The template is updated with your changes.

4.5 Defining editable elements in email templates using the

HTML editor

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1. Navigate to Assets > Emails, then click Template Manager at the bottom of the email launchpad.

2. Select the HTML template that you wish to edit, then click Choose, the template opens in the HTML editor window.

3. Click one of the page view buttons in the upper right-hand corner to open the pane displaying the HTML code for the template (you can choose to set the pane to the right, or along the bottom of the screen). Learn more about thelive preview HTML editor.

4. Add one or both of the following attributes to the tags for the elements that you want to define as editable or deletable:

Attribute Description

elq-edit=" true"

Defines a tag/section as editable in a template. A section name is specified for content replacement matching support in future development (i.e. transactional email API).

HTML Editor

Supported Elements:

Block level elements and select HTML5 elements (div, section, article, blockquote, aside, details, summary, figure, fig. caption, footer, header, nav) Headers (h1,h2,h3,h4,h5,h6)

Img

elq-delete=" true"

Defines a tag/section as deletable.

When you add an attribute, a blue dashed border appears around the element indicating that it is editable. All other elements (without the blue dashed border), are locked.

5. Click Save in the upper right-hand corner to save the changes, if the template was in

Standard mode, it changes toProtected.

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altered. To modify an element that is editable (indicated by a blue dashed border), right-click on the element to view the editing options, or double-click to open the corresponding chooser or editor.

4.6 Defining editable elements in email templates using the

design editor

As the creator of an email template, you can maintain tight control over the permissions granted to other users to modify, delete, or add elements to an email created from that template. Using the lock icons in the upper right-hand corner you can lock, or unlock the template. While unlocked, the template is inStandardmode, all sections are editable and there are no modification or deleting restrictions on the elements in your template. When it is locked, the template is inProtectedmode, all elements are locked until they are marked as editable, as described below.

To lock a template and define an element as editable:

1. Navigate to Assets > Emails, then click Template Manager at the bottom of the emails launchpad.

2. Select the template that you wish to edit, then click Choose, the template opens in the design editor.

3. If the template is not already inProtectedmode (as indicated in the upper left-hand corner), click

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Note: By default, elements that are added while the template is in Protectedmode are uneditable, you must enable editing for that element if needed.

4. Right-click the element that you want to make editable, then select Mark as Editable, a

Settingswindow opens.

5. Select the check box next to the options that you want to enable for that element:

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Allow Delete: This gives the user of the template the ability to delete the element.

6. Click Save, the window closes and the element now has a blue dashed border on the email canvas.

7. Click Save to save the changes to your template.

Note: When you create a new email using this template, the email editor toolbar is not

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5 Creating new emails using the HTML editor

With Eloqua, you can use theHTML editor live previewto create dynamic and effective HTML emails using a combination of code, and the standard Eloqua elements such as images, signatures,

dynamically populated fields, and so on.

To create a new HTML email:

1. Navigate to Assets > Emails, then click Create an Email, theTemplate Chooseropens.

2. Select an HTML template from the chooser, if you want to begin from a blank canvas select the Blank HTML Email template, then click Choose, the template opens in the HTML editor.

3. Click the action menu (gear icon), then select Settings, the email details window opens.

4. Configure the email settings:

Name: Provide a new name for the email. This is the name that will appear at the top of the editing window and in the chooser to identify the email.

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customer, etc., and include template-like headers and footers that are automatically applied to any email that is added to the group. The email group settings can always be overridden at the individual email level without affecting other emails in that group. Learn more aboutemail groups.

Email Header: Choose an email header to use from the drop-down list. You can also add a header by double-clicking on the email canvas while editing it later. Learn more aboutemail headers.

Email Footer: Choose an email footer to use from the drop-down list. You can also add a footer by double-clicking on the email canvas while editing it later. Learn more about

email footers.

Subject: Fill in the information that will appear in the subject line of the email. This can include field merge code to draw field values into the subject line.

From: Fill in theFrom Namefor the sender, this is the name that is shown to the recipient. In theFrom Addressfield, enter the email address that will be shown as the "from" address for the email.

Note: This should be an address that the recipient knows and trusts, or at least one that appears to be legitimate, preferably using a domain name that the recipient will recognize and trust.

Send Plain-Text only: Enable this checkbox to send a plain-text version email. Reply-to: Fill in theReply-to Name, this is the display name for the person who will receive reply emails from the recipient. This may be the same as theFrom Name, or replies may go to a different department or person (for example, "Support"). In the Reply-to Address, field, enter the email address to which replies will be sent.

Bounceback: By default, bouncebacks are sent to Eloqua so they can be tracked. Select the address from the drop-down list.

Encoding: Set the character encoding used in the email. If you are using a double-byte language in the email (such as Chinese), or may translate the content in future, set this to Unicode (UTF-8).

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being cut off when a recipient's content is larger than the container originally configured in the email editor and renders a more mobile-friendly version.

Note: For net new assets,Responsive Vertical Resizingis enabled by default. For existing assets, the original settings are respected.

Click Done when you have finished, the email settings window closes.

Note: TheFrominformation, the subject line, and the email group can also be modified in the top bar of the email canvas as shown in the image below.

5. Edit the content of the email as needed. Learn more aboutemail editor componentsandediting HTML emails.

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6 Creating new emails or templates using the HTML

upload wizard

You can upload an HTML file or a ZIP file that contains your HTML as well as any associated content (images). If you have created an email outside of Eloqua using HTML, you can upload the file to Eloqua thenedit the content in the HTML editor. Before beginning to create your HTML email, make sure your code adheres to thecode requirements for HTML email uploads.

To create a new email or template by uploading HTML and related assets (such

as images):

1. Navigate to Assets > Emails, then click Upload an Email from the emails launchpad.

2. Select Upload Email from theHTML Document Upload Wizarddialog box to create an email, or click Upload Template to create a new email template.

Note: The following steps are the same for uploading an email and uploading a template.

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Choose one of the options listed beside each image:

Use Suggested Image: Choose this option if the image is already in the image library. If an image is available that matches the title of the image file in the HTML code, the application will automatically suggest that file as the correct mapping.

Upload New Image: Choose this option if the image is not in the library. Click the Upload New button, then navigate to the designated file (often in a subfolder of the HTML file), double-click on the file name, then click Upload to upload the image to Eloqua. Once uploaded, a thumbnail of the image is shown.

Do Nothing: Choose this option if you do not wish to change the image shown in the thumbnail, select for that image.

When you are finished, click Next Step.

5. In theProcess Linksstep, all hyperlinks in the uploaded email are listed. If you want to track these hyperlinks and ensure that click-throughs are reported in Eloqua, enable the Track Link checkbox next to each hyperlink. If you wish to track visits to all links in the email, enable the Track All button in the upper-left hand corner. Repeat as required, then click Next Step.

6. In theFinishstep of the upload wizard, name your HTML document and select the destination folder where you want it to be stored. This is an optional step, the location can be changed at a later time if required.

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If you are uploading a template, there will not be an email groups option. Instead, you will see a description field, in which you can provide details about the email. You can also choose an image to represent this template in theTemplate Chooser.

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7. Click Finish to complete the upload process, the upload wizard closes and the HTML editor opens. Here you can perform any additional editing and styling if required. Learn more about the

editing HTML emails using the HTML editor.

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7 Email authoring

After you havecreated an emailyou can edit the content to suit your specific needs by adding and manipulating a number of different elements on the editor canvas. Using the components in the email editor, you can create an email that is visually interesting and personalized for each contact that views it.

Eloqua also allows you to add a header to emails, adding a header helps identify your company for the client, you can include a logo, personalize the email for specific clients, provide a redirect link in case there are errors displaying the email, and much more. You can also add a footer to your email, here you can include elements such as contact information for your company, a link to your company website, and information about trademarks or copyrights. You can also include a link to allow clients to manage their subscription to emails, and a link to your company's privacy policy.

Using Eloqua you can create and add asignature layoutto your emails that can be used as a template for all emails in a deployment. You can create a standard layout with fields that can be auto-populated with specific information, in this way you can send one email with multiple senders. By creating

signature rulesyou are able to specify which clients will receive the email from which senders based on specified criteria. For example, the same email can be sent out across the country, but for each client the sender will appear to be their local sales representative. Creating signature rules tells Eloqua which sender information should be used for each client based on the information found in their contact profile.

7.1 Adding borders to images in emails

Adding a border to an image in an email can help the image stand out, it can draw a viewers attention to the image and set it apart from the other elements in the email. In order to add a border to an image, you must first place the image inside a text box. The steps below outline how to add an image to a text box, then how to add and format a border around the image.

To add a border to an image:

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6. Click on the text box to select the image that you added, then right-click and select Format Text..., theText Toolswindow opens.

7. Click the paintbrush icon to open theStyle Toolstab.

8. Select the type of border that you want to add from theBordersdrop-down list. You can then customize the border as needed, you can modify:

Color: Click in the black box below theBorderslist to change the color of the border. The color chooser opens. Use the slider to choose the color, then click on the tile to choose the shade. If you know the ASCII code for the specific color, you can enter it here as well.

Border Thickness: Change the value in the box next topxfrom 2 (the default) to a number of your choosing depending on the desired thickness. You can also select which edges of the border will have these settings applied to them by clicking the checkbox next to each edge (left, right, top, or bottom) in theStyle Toolswindow.

Padding: The padding value controls how much space there is between the image and the edges of the border. In thePaddingsection, enter a value in thepxbox for each side of the border. You can enter a different number for each side of the border, and the padding for that side is adjusted accordingly.

9. Click the X in the upper left-hand corner to close the window.

10. Click Save in the upper right-hand corner of the canvas to save the changes.

7.2 Adding email footers to emails

You can add a footer to the bottom of an email, this section can provide additional information and links for your recipients. Learn more aboutemail footers.

Note: Footers are designed as reusable content, so they are not edited through the email editor, instead, they have their own section in the application. .

To add a footer to an email:

1. Navigate to Assets > Emails, thenopen an existing emailorcreate a new one.

2. Double-click at the bottom of the email where it says Double-click to select an email footer; if there is already a footer, double-click on it to choose a different footer. TheEmail Footer

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Important: Make sure that you do not click on a hyperlink in the current footer, if there is one, as this will open the linked page instead.

3. Select a footer in the chooser window, then click Choose, the selected footer is inserted in the email.

4. Click Save in the upper right-hand corner of the canvas to save the email with the footer.

7.3 Adding email headers to emails

You can add a header to an email to provide information about the company, display a logo, link to a website etc. Learn more aboutemail headers.

To add an email header to an email:

2. Double-click at the top of the email where it says Double-click to select an email header; if there is already a header, double-click on it to choose a different header. TheEmail Header Chooseropens.

3. Select a header in the chooser window, then click Choose, the selected header is inserted in the email.

4. Click Save in the upper right-hand corner of the canvas to save the email with the header.

7.4 Adding field merges to emails

When a field merge is added to an email, that email becomes customized to each contact that it is being sent to.

To add a field merge to an email:

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4. In the browser, locate the field merge that you want to add, then click on the name and drag-and-drop it into the text box. When your cursor is positioned over the text box the border of the text box changes to a light blue color, when you release the mouse, the area outside the text box turns dark.

5. Click the exact location where you want the field merge to appear.

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6. Click Save when you are done.

Note: If the name of the field merge highlighted in yellow does not match the name of the one you dragged from the field merge browser, it is most likely because the field merge has been renamed at some point. The original name of the field merge is always retained and will always be displayed when adding it to an email.

Any spaces or hyphens in the name of the field merge are converted to underscores when added to the email. Only alphanumeric characters will appear in the field merge (A-Z, 0-9). For example, if your field merge is namedFirst Name, when added to the email it will appear as

First_Name.

7.5 Adding hyperlinks to emails

Eloqua allows you to enable text or images as hyperlinks, you can then configure the link in a number of different ways. A hyperlink can route your clients to a landing page, a file, a webpage, a system action, or a pre-addressed email that they can fill out and send.

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3. Choose one of the following options from theLink Typedrop-down list:

Landing Page: Link to an existing landing page in the application. Click the file icon next to the landing page address line, theLanding Page Hyperlink Chooseropens. Select a landing page then click Choose.

Note: There is no tracking option for this type of hyperlink.

File in File Storage: Link to a file in the file storage area in the application, such as a PDF file. Click the file icon next to theFilefield, theFile Storage Chooser opens. Select a file to use then click Choose.

Webpage: Link to a company or external webpage. Enter the URL of the webpage in the

URLfield. Click theRedirect (for untracked pages)checkbox to enable tracking on an otherwise untracked website.

Note: The URL entered above will change to reflect the tracking function.

System Action: Allow the recipient to configure a viewing or subscription option. Choose one of the following options from theActiondrop-down list.

Add to Email Group: Allows the user to subscribe to the email group for the current email.

Remove from Email Group: Allows the user to unsubscribe from the email group for the current email.

Send to Subscription List: Adds the user to the general subscription list for your mailings.

Send to Subscription Page: Sends the user to a page where they can manage all of their subscription options.

Subscribe to All: Lets the user subscribe to all emails.

Unsubscribe from All: Lets the user unsubscribe from all emails. View online version: Opens the current email in a web browser window.

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4. In theLink Hover Textfield, enter the text that you want the recipient to see when they hover over the hyperlink with their mouse.

5. Click the X in the upper left-hand corner of theHyperlinks Toolswindow to close it. 6. Click Save to save your changes.

7.6 Adding images to emails

When creating an email in Eloqua you have the option to add images, doing so can make your emails more visually interesting, and adding logos and consistent visuals can help with brand recognition. You can also includeAlttext for an image, Alttext is useful if users have images disabled in their email client, or if their device or email client is unable to display the image (for example, if they are viewing the email on a computer with a slow connection).

To add an image to an email:

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3. Locate (or upload) the image you wish to add to the email by typing the first few letters of the name, or scrolling through the thumbnails. Double-click on the image to add it to the email, or drag-and-drop the image from the browser onto the email canvas. If you want to add a border, seeadding borders to images in emails.

Note: The position of the image can be adjusted at any time, click the image then drag-and-drop it in the new location.

4. Double-click the image on the email canvas to open theAlt tag window, enter the text that you want the client to see if the image cannot be displayed.

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Click outside theAltwindow when you done.

5. Click Save in the upper right-hand corner of the canvas to save the changes.

7.7 Adding text boxes to emails

If you want to add text to an email in Eloqua, you can do so by adding a text box to the email canvas. These text boxes can then be formatted and positioned as needed.

To add a text box to an email:

1. Navigate to Assets > Emails, thenopen an existing emailorcreate a new one. 2. Click theTexticon on the left-side menu, a text box is added to the email canvas.

3. Double-click in the box, then enter your own text in place of the existing content.

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Content created in this editor is checked against a whitelist of permissible HTML tags and attributes. If you enter prohibited (blacklisted) tags or attributes, Eloqua displays a validation error and you will not be able to save your email until you resolve the issues.

7.8 Copying objects in the email editor

You can copy and paste objects in the email editor, this can save you time if you want to reuse elements in your email.

To create a copy of an object in the email editor:

2. Click the object that you want to copy and press Ctrl+C to copy the item to your clipboard.

3. Press Ctrl+V to paste a copy of the object in the email. The copy is initially pasted on top of the original, but you can drag-and-drop it to the desired location on the email canvas, as with any other object in the email editor.

Note: You cannot copy and paste a grouped object. In order to create a copy of a grouped object, you must first ungroup the elements and then copy and paste the objects individually. After pasting the objects, you can then regroup the originals, as well as the copies. Learn more aboutgrouping objects in emails.

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7.9 Customizing images and text boxes in emails

After youadd a text boxor animageto an email, the element can be customized by right-clicking the element, or using theToolswindow.

7.9.1 Tools window options

Click on the image or highlight the text that you want to edit, then click theToolsicon on the left-side menu, theToolswindow opens. This window has six different tabs (outlined below), that give you a number of different customization options.

Text Tools

Click the icon at the top of the window, theText Toolstab opens. In this tab you can edit a text box in the following ways:

Change the font family: Click theFamilydrop-down list to display the list of available font families. Click on the desired font family to select it.

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box. The color chooser opens. Select a color using the slider bar, then click on the color tile to select the shade that you want to use. Click outside the window to close the chooser.

You can add highlighting to the text by once more selecting the appropriate text, clicking in the

Highlightbox and using the same steps as above to select a color.

Note: If you know the hexadecimal code for the color you wish to use, you can enter it in the#box in the color wheel window.

Align the text in your text box (or a portion thereof): Highlight the text then click one of the buttons in theAlignmentsection. They are, from left to right: left, center, right, and full

alignment.

Change the position of one or more characters in your text box: Highlight the character(s) and select either the superscript or subscript buttons.

Format your text as a list: Highlight the list of items then click one of the buttons in theList

section. The first button converts the text into a numbered list and the second button creates a bulleted list.

If you do not have text already entered in the text box, selecting one of these buttons

automatically formats any new text you enter as a list. When you are done with the list, click the button again to remove the list formatting.

Outdent or indent your text: Click on a line of text then select either the outdent or indent button under theIndentsection.

Spacing between characters: Click in theBetween Charactersbox and enter a number measured in either pixels (px) or em to specify your desired value. Make sure to enter "px" or "em" with the desired value.

Spacing between lines of text : Click in theBetween Linesbox and enter a number measured in either pixels (px) or em. Make sure to enter "px" or "em" with the desired value.

Style Tools

Click the icon at the top of the window, theStyle Toolstab opens. In this tab you can edit a text box in the following ways:

Change the background color of your text box: Click in the color box in theBackground

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Note: If you know the hexadecimal code for the color you wish to use, you can enter it in the#box in the color wheel window.

Change the formatting of the text box border: By default there is no border selected for your text box, click on theBordersdrop-down list to select a border type to add.

The following table shows an example of each border type using a value of 10 pixels:

Border Type Example

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Border Type Example

Ridge

Inset

Outset

Change the padding value: Padding is the space that exists between the text and the border. In thePaddingsection of theStyle Toolswindow, enter a value in the px box for each side of the border. You can enter a different number for each side, and the padding for that side is adjusted accordingly.

Hyperlinks Tools

Click the icon at the top of the window, theHyperlink Toolstab opens. You can enable text or an image as a hyperlink then configure the link as needed. Learn more aboutadding hyperlinks to emails.

Layout Tools

Click the icon at the top of the window, theLayout Toolstab opens. In this tab you can edit the text box or image in the following ways:

Size: This setting controls the size of the element in the email. Enter values in theWidthand

Heightfields to change the size of the text box or image.

Position: This setting controls the position of the element relative to the "0" point (the upper-left hand corner of the email). Enter a value in theFrom left (X)andFrom Right (Y)fields to change the position of the text box.

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Page Styles

Click the icon at the top of the window, thePage Stylestab opens. In this tab you can edit the text box in the following ways:

Alignment: You can set the alignment for the entire page. Make sure that none of the elements are selected on the email canvas, then click one of the buttons under theAlignmentsection of the window. From left to right, the options are, align left, align center, and align right.

Padding: You can set the amount of space that appears between the top of the email and the header, as well as the bottom of the email and the footer.

Width and Height: Enter a value (in pixels) in theWidthandHeightfields, this controls the width and height of the email content area.

Content Background: Select the type and color of the content background.

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Page Snippet

Click the icon at the top of the window, thePage Snippettab opens. In this tab you can control code snippets, you can view and edit the following elements in your email code:

Meta Tags: The meta tags provide metadata about the content of your email, and provides format and character set information and keywords related to the content. You can add meta tags by clicking the + button, and remove them by selecting the one to be removed, then clicking the - button.

Example: A meta tag used to describe content as related to free web tutorials could be:<meta name="description" content="Free Web tutorials"/>.

Header: The header information is placed between the <head> tags and contains details about the sender, route, and recipient of the email.

Example:<title>Document_Title</title>,whereDocument_Titleis the actual title of the document.

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7.9.2 Right-click options

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Right-click menu options

Group:Groups two elements togetherto move them both at once. Delete: Deletes the element.

Format Dimensions: Modifies the size and positioning. Enable as Hyperlink:Hyperlinks the image.

Format Text: Changes the formatting of the text in the text box. Lock: Locks the element's position on the email canvas. Edit Alt Tag:Adds alt text to an image.

7.10 Editing the plain-text version of emails

The plain-text version of an email is sent along with the HTML version, and allows the email to be viewed on mobile devices that cannot render the HTML version properly. You can choose to

automatically generate the plain-text version to match the text in the HTML version (this is the default), or you can modify the plain-text version independently of the HTML version.

To edit the plain-text version of an email:

2. Click the Plain-Text button in the upper right-hand corner to convert the email to the plain-text version, the plain-text email editor opens.

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3. Clear theAutomatically generate plain-text versioncheck box at the top of the editor. This ensures that your plain-text version of the email will not be overwritten if you make changes to the HTML version.

4. Edit the plain-text version of the email as needed, then click Save in the upper right-hand corner to save your changes.

7.11 Editing HTML emails using the HTML editor

After youcreate a new HTML emailorupload an email using the HTML upload wizard, the contents can be edited in the live preview HTML editor. This editor allows you to add elements to the email by dragging-and-dropping the item from the corresponding browser into the code, you can also edit the email by entering additional code directly into the existing content.

Note: Emails created using the HTML upload wizard cannot be edited using the design editor.

To edit an email in the HTML editor:

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2. Add or edit the email using one of the following methods:

Type HTML code directly into the HTML pane. Press Ctrl + F to quickly find the specific content to be edited.

Click one of the icons on the left-side menu, locate the element that you want to add, then drag-and-drop the element into the code at the desired location.

After the element is released, it is converted to code and the preview pane reflects the change in the HTML code.

3. Click Save in the upper right-hand corner of the canvas to save your changes.

7.12 Grouping objects in emails

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Note: If you wish to add an object to a pre-existing group, you must first ungroup the grouped objects, then re-group them with the new object.

To group objects in emails:

1. In the email editor, hold down the Ctrl key and click each object that you want to include in the group. As you click each object, a border with small boxes in each corner appears around the element indicating that it is selected.

2. Right-click on one of the objects and select Group.

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Note: After the objects are grouped, the right-click menu options change to reflect this property. Group is no longer available and Ungroup is added to the list. Select Ungroup if you want to separate the group into individual elements.

7.13 Locking and unlocking email canvas objects

Eloqua gives you the option to lock the position of objects on the email canvas, this is a useful feature when, for instance, you are happy with the placement of an object and want to prevent any accidental shifting while editing other objects on the canvas.

To lock and unlock email canvas objects:

1. In the email editor, click on the object that you want to lock into position. A border with small boxes in each corner appears around the object indicating that it is selected.

2. Right-click the object and select Lock, the object is locked into position and cannot be moved

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To unlock an object, right-click the object and select Unlock, the object can now be repositioned on the email canvas.

Notes for formatting locked objects

While an object is locked, some of its properties can still be formatted:

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If you want to maintain the ratio of width versus height for an image,select theConstrain Proportionscheck box. Then, if you change the width setting, the height automatically adjusts in order to retain the same proportions as the original.

Example: In the following screenshot, if theConstrain Proportionscheck box is selected, and you modify the width to be 220, when you click height it changes from 60 (px) to 154 to maintain the correct width to height ratio:

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distorted as shown below:

If you are unsatisfied with the changes you have made, click the Original Size button to return back to the original image.

Edit the contents of a text box: Right-click on the text box and select Edit Source. The HTML editor window opens, make any necessary changes then click Save. The text box is still locked but your changes to the text are saved.

Edit a signature, shared content, or dynamic content: Right-click on the locked object and select Edit Content. The corresponding editor opens, here you can make any changes to the object. Only its position and dimensions cannot be changed.

Edit text hyperlinks: Right-click on the locked hyperlink and select Edit Source. The HTML editor window opens. Make any necessary changes then click Save.

Deleting locked objects: Locking an object does not prevent you from deleting it from the email canvas, right-click the object and select Delete.

7.14 Using email editor components

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Component Description

Image: Add images to your email. Click the icon to open theImage Browser, then drag-and-drop an image from the browser onto the email canvas.

Learn more aboutadding images to emails.

Text: Add text boxes to your email. Click the icon to add a text box to your email, then double-click in the box to edit the content.

Learn more aboutadding text boxes to emails.

Field Merge: Add a field merge to your email, field merges personalize emails by drawing information from specified fields in contact profiles. Click the icon to open theField Merge Browser, select the text that you want to convert to a field merge, then double-click on the field name in the browser.

Learn more aboutadding field merges to emails

Hyperlink: Add a hyperlink to your email, this can be text or an image in the email, and can lead to your company website or related content. Select text or an image and click theHyperlinkicon, select the check box next toEnable as Hyperlinkthen configure the link as needed.

Learn more aboutadding hyperlinks to emails.

Signature: Add a signature to your email, this can be a standard signature layout that populates with specific sender information. Click the icon to open theSignature Browser, then drag-and-drop a signature from the browser onto the email canvas.

Learn more aboutsignature layoutsandsignature rules.

Shared Content: This component allows you to add shared content to your email, this is content that can be reused in multiple Eloqua assets. Click the icon to open theShared Content Browser, then drag-and-drop shared content from the browser onto the email canvas.

Learn more aboutshared content.

Dynamic Content: This component allows you to configure your email to substitute different content depending on specific rules and conditions.

Example: You could create a rule to decide which salesperson will appear as the sender of an email based on the city, state, country, or region specified in the contact's profile.

Click the icon to open theDynamic Content Browser, then drag-and-drop the content from the browser onto the email canvas.

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Component Description

dynamic content, shared content). This prevents content from being cut off when a recipient's content is larger than the container originally configured in the email editor and renders a more mobile-friendly version.

Learn more aboutdynamic content.

Cloud Content: Cloud content is content that is provided by an external service. (Cloud content can be added to the browser from theAppCloud Catalogin theSetup

area of Eloqua.) Click the icon to open theCloud Contentbrowser, then drag-and-drop the service that you want to add from the browser onto the email canvas.

If the service needs to be configured, double-click the icon on the canvas, theCloud Content Configurationwindow opens. Enter the required details then click Save.

Note: If you attempt to save the email with AppCloud services which are not fully configured, you will be prompted to complete the configurations before you can proceed.

TheResponsive Vertical Resizingoption dynamically resizes emails built in the Email Editor based on the content populated in the email (e.g. cloud content, dynamic content, shared content). This prevents content from being cut off when a recipient's content is larger than the container originally configured in the email editor and renders a more mobile-friendly version.

Tools: Click this icon to open theToolswindow, this component allows you to format the elements in your email as needed. You can format the entire email or the individual elements using the different tabs in this window.

SeeCustomizing email images and text boxesfor more information about using these tools.

7.15 Using email recovery checkpoints

As you make changes to your email, Eloqua saves local copies on your computer that are called

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<location of the windows user profiles>\<account

name>\AppData\Roaming\Mozilla\Firefox\Profiles\<some randomcharacters>.default\IndexedDB

The Indexed DB databases of Chrome can be found on the following location:

<location of the windows user profiles>\<account name>\AppData\Local\Google\Chrome\User Data\Default\IndexedDB

Note: If you wish to completely disable the creation of recovery checkpoints, usePrivate Browsing(in Mozilla Firefox, navigate to Tools > Start Private Browsing).

To use email recovery checkpoints:

2. Click the action menu (gear icon) then select Recovery Checkpoints, theRecovery

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3. Click Save each time you make a change to the email to add a new checkpoint to the list (to a maximum of twelve (12) checkpoints). Checkpoints are also created automatically by Eloqua every ten minutes.

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After you arrive at the 13th checkpoint, it will override the oldest one in the list. You can have a maximum of two hours of checkpoints, so if you have been working on your email for over two hours and creating checkpoints along the way (by clicking Save), you will still only have the last two hours worth of checkpoints to which you can return.

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8 Saving emails as templates

Note: You must have the correct permissions to save an email as a template. Learn more about

granting template manager permissions.

When you create an email in Eloqua, you are given the option to save the email as a template for future emails, this is valuable if you need to send the same type of email multiple times. Saving your email as a template can simplify your email creation process later, instead of creating a whole new email you can edit the content of an existing template. You can also create new templates by selecting a template from the template manager, you can edit it as needed then save the new template. Learn more aboutcreating templates from the template manager.

To save an email as a new template:

1. Click Assets > Emails, then choose one of the options to open the email to be saved as a template. You cancreate a new email,open an existing email, orupload an email.

2. Add, change, or delete elements in your email as desired. Learn more aboutediting email content.

3. When you are ready to save the email, click the action menu (gear icon), then select Save As Template, theSave as Templatewindow opens.

4. Enter the following information in the window:

Name: Provide a name for your template, this name will appear in the template chooser below the template's icon or thumbnail.

Description: Enter a description for your template, this information appears when you click the template in the template chooser.

Text to Display for Link: This links to a file or location on another website that could provide information for users when creating emails using this template. This information appears when you click the template in the template chooser.

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to the right of the drop-down field and select a folder from the chooser.

Note: All information except the Template Name is optional. However, best practice is to take advantage of all information that can help a user know which template is the best one for the task at hand.

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6. Click Save to save your email as a template, it is now available in theTemplate Chooser.

After you have created a template you can use theTemplate Managerto lock the elements in place (to preserve the layout and content), then define which, if any, elements can be edited. Lean more about

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9 Creating folders for emails

You can create a folder in which to place emails with common properties or uses. For example, you can place all emails needed for a particular campaign in a single folder, this makes the emails easier to locate.

To create a new email folder:

1. Navigate to Assets > Emails, then click Open an Existing Email, theEmail Chooseropens.

2. Click New Folder, in the lower left-hand corner of the window.

3. A folder called Untitled Folder is created at the top of the list. Right-click the new folder and select Rename.

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10 Sending emails to a single contact

You can send an email to a test email address, then view it to ensure that the email is being properly delivered and rendered before wide-scale distribution.

To send an email to a single contact:

1. Navigate to Assets > Emails, then click Open an Existing Email, theEmail Chooserwindow opens.

2. Find the email that you want to test then click Choose, the email editor window opens.

3. Click the action menu , then select Email a Contact, theEmail a Contactchooser window opens.

4. Search for the contact that you want to send the email to, then click Send, the email is sent to the contact.

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11 Previewing emails

Eloqua provides a rich suite of tools that you can use to build, preview, and test your emails before you send them out. The preview feature lets you view your message as your contacts will see it, including any field merges and dynamic or cloud content. This way, you can be sure that the personalization features you've used in your emails will display properly when recipients open the message up.

The preview window also lets you view the asset as it will display in a desktop/laptop browser, on a tablet, or on a smart phone, letting you test responsiveness across device types.

To preview an email:

1. Navigate to Assets > Emails, then open an existing email orcreate a new one.

2. From the action menu , select Preview.... ThePreview Emailwindow opens.

.

3. Search for and select the name of the contact(s) for whom you wish to see the email preview, then click Preview. The email preview opens, showing any personalized content for the selected contact.

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Danilo is located in Brazil. His email displays the default content:

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4. Click onDesktop,Tablet, orMobile, at the top of the preview window to view the email as it will display on the different devices and to ensure that any responsive features are behaving as expected. You can click the rotate icon to view the email in both portrait and landscape form in theTabletandMobileviews.

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12 Sending test emails

This function allows you to send a test email, and validate the email to ensure that there are no problems with it before it is deployed.

To send a test email:

3. Click the action menu , then select Test Content, theEmail Test Centerwindow opens.

4. Fill out the fields in the email checker as follows:

Step 1. Select an email to test: The email that you have open will automatically be populated in this field.

Step 2. Select a User from whom to send: You can choose not to send the email from a particular user (the default) and no signature rules will be processed. Or, you can select a user from the drop-down list, the email will appear to have been sent from this user. This is useful if your email contains a signature and you would like to see how the email will be generated with a specific user's signature.

Step 3. Select a testing Email Address: This is the email address to which the test email will be sent. Choose from recent contacts or enter a new email in theTo:section. You can also use the Find Contactand Preview Contact icons to search for and preview contacts respectively.

Step 4. Select Test: Select the type of test you wish to perform: Email Checker: Checks for content compliance.

HTML Email: Sends the test email in HTML format. Text Email Sends the test email in plain text.

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window will be a list of all recipients. Successful recipients are indicated with a green checkmark and any unsuccessful ones are indicated in red. If there are any errors, they will be displayed in this pane with a description of the problem.

Email Checker: The content is validated for certain criteria and a checklist is provided showing which elements are included and what may be missing. The status and a description is provided for different elements. The checker also evaluates the links and fields in your emails and identifies any potential problems.

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13 Testing email deliverability

You can run tests to check the deliverability of your emails to different domains, check for possible spam concerns in the content, and preview the email in different email clients.

Note: This functionality is no longer available for new customers. If you purchased Oracle Eloqua prior to December 1st, 2014 you will continue to have this functionality until December 2015.

To test email deliverability:

3. Click the action menu , then select Test Content & Deliverability, theEmail Test Center

window opens.

4. Click on the Deliverability tab, select the name of the email you wish to test. You must choose a test type:

General Deliverability: Shows you the deliverability performance of your email when sent to a variety of test email accounts using several service providers in North America, Europe, APAC and Latin America.

Inbox Preview and Spam Content Check: Shows you how your email will look in popular email clients, and verifies that your email has successfully passed through spam filters. Two reports are generated as PDFs, one forInbox Previewsand the other for the

Spam Check. You will be notified by email when the reports are available for download.

Note:The time for the report compilation can vary widely based on each individual email's contents.

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14 Batch sending emails from the email editor

The batch send option allows you to create a campaign and send an email directly from the email editor. This can streamline campaign creation and help you quickly distribute emails when they are ready.

To batch send an email from within the email editor:

1. Navigate to Assets > Emails, then open an existing email orcreate a new one. 2. Editthe email as needed, then click Save in the upper right hand corner of the canvas.

3. Click the action menu (gear icon), and select Batch Send, then select either Multi-Step Campaign (the email opens on the campaign canvas) or Simple Email Campaign (the email opens in the simple email campaign wizard). Configure the campaign as needed on the corresponding interface. Learn more aboutmulti-step campaignsandsimple email campaigns.

Note: If there are errors in the email, the Batch Send option will not be available. You

must resolve the issues before the email can be sent, the errors indicator is displayed in the upper left-hand corner of the page. Click on the indicator to open the