tcug 062414

Oracle Marketing Cloud User GroupMinneapolis | June 24, 2014

TODAY’S AGENDA

Erin Rowles

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Summer Release Highlights

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Zift Solutions

Updates & Announcements

Creative Uses for Custom Objects

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Shawn Spensley

5 What’s on your mind

Erin Rowles

Then, Happy Hour!

Updates & Announcements

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UPDATES ANNOUNCEMENTS

‣ You?

‣ Us (Relationship One)

‣ Attending (so is John Legend) & Sponsoring Interact 2014

‣ New Apps on appcloud.relationshipone.com

‣ Form Submit

‣ Custom Object Record Selector

‣ Shared List Appender

‣ Object Data Appender

‣ We’re Hiring!

‣ Oracle Marketing Cloud Practice Director

‣ Oracle Marketing Cloud Consultants

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’14 SUMMER RELEASE HIGHLIGHTS

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’14 SUMMER RELEASE HIGHLIGHTS

‣ Release Schedule

‣ POD 2 = June 17 (Service Pack 1 = June 24)

‣ POD 3 = July 6

‣ POD 1 = July 27

‣ Resources

‣ Release Resource Center on Topliners topliners.eloqua.com/docs/DOC-2524

‣ Overview + Details

‣ Schedule

‣ Product Documentation

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’14 SUMMER RELEASE HIGHLIGHTS

‣ Targeting & Campaigns

‣ Simple Email Campaign option

‣ Use External Systems to Drive Campaigns (Cloud Actions, Cloud Decisions)

‣ Template Design & Management

‣ Campaign review & approvals

‣ Store contacts with no email addresses

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’14 SUMMER RELEASE HIGHLIGHTS

‣ Reporting & Security Management

‣ Marketing Operations Center

‣ Localization of the user interface

‣ Sales Tools

‣ Eloqua Profiler

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Zift Solutions

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CREATIVE USES FOR CUSTOM OBJECTS

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CUSTOM DATA OBJECTS GALORE!

‣ What are they?

‣ CDOs are used to store data without using precious and limited custom fields on your contact and company records.

‣ Can relate to Contacts records

‣ Can relate to Company record

‣ Can relate to nothing

‣ Can be used as look-up table

‣ (Endless) User Cases

‣ Purchase History

‣ Warranty Expirations

‣ Event Attendance History

‣ Custom CRM data

‣ Lead Routing

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CUSTOM DATA OBJECTS GALORE!

‣ Fun Facts

‣ Basic (Express)

‣ Product Purchase History and Opportunities (add-on for other use cases)

‣ Cannot be used for personalization

‣ Standard (Team) & Enterprise

‣ Automatically included

‣ Unlimited Objects

‣ Caution for Autosynchs/Imports

‣ # of fields (est. max. 200)

‣ # of records

‣ Frequency at which you are updating records

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CUSTOM DATA OBJECTS: USE CASE 1

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CUSTOM DATA OBJECTS: USE CASE 1

‣ “Electonicfy”

‣ Automate

‣ Optimize

‣ Remind

‣ Report

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Closed Opportunity Custom Data Object Lead BD Email Notification

Lead BD Form Submission

Custom Data Object Next Email Notification

Next Approver Form Submission

and so on...

SFDC Task Completion Program

Reminder Program

CUSTOM DATA OBJECTS: USE CASE 1

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CUSTOM DATA OBJECTS: USE CASE 1

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CUSTOM DATA OBJECTS: USE CASE 2

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CUSTOM DATA OBJECTS: USE CASE 2

Branded

Activity

Contact Data

Account Data

Notification Recipients

Lead Feedback

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Known Visitor Form Submit Cloud Connector

Lead CDO Created

CUSTOM DATA OBJECTS: USE CASE 2

Custom Data Append Connector

Email Notification

What’s on your mind

Relationship One 8009 34th Avenue Suite 300 Minneapolis, MN 55425 P: 763.355.1025 E: info@relationshipone.com

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