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- WF: Project Details (have open for project code handy)
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Open Eloqua First
- Top Right: go to campaigns
- All Files
- Events/Webinars: Click Event Campaign Template
- Partner Announcement/One-Off Emails: AI and fatigue level campaign canvas template
- Double click on email
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Review scheduling:optimize by time of day or by date of week and time of day (usually do time of day and day of week for other emails)
- uses AI to choose send time
- Select second segment – entire thing; can create a box around all items
- Click delete
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Center leftover segment
- Drag after selecting full section
- Name this canvas: where it says untitled campaign
- Go back to Workfront
- Go to UTM generator
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Asset tag generator – copy this(Example: EM22868162 - Email - 2022 September Armanino Academy | FIR-IGL-SGL)
- Copy all the project code – project name – 3 letter codes (practice area|industry|service) – they fill this out already by the time it gets to us. If not, notify BIZ!
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Back to Eloqua and paste in as title of canvas
- Get rid of semicolon after announcement in title and replace with a dash –
- Save
- Choose folder to save campaign in: (Ex: Partner Announcements folder)
- Save
- Top left shows some steps are not filled out – you will see number 5 next to draft
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Top two steps are segments
- Tyler creates segments
- Grab project code from title
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Double click on grey segment and add in project code and it will pop up one
- (if it does not then Tyler needs to create it)
- Select name that pops up
- Click out
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Connect segments by hooking and dragging BOTH segments to the canvas elements
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1000 master include= list of Armanino employees who will also get the email
- Tyler and Brian are in this list – they want to see the emails that are going out
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1000 master include= list of Armanino employees who will also get the email
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Next:
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Fatigue level step: number of emails the contact is being sent
- -9 different evaluations
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Saturated
- Low Medium High
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Over Saturated
- Low Medium High
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Under Saturated
- Low Medium High
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Fatigue level step: number of emails the contact is being sent
- Wait: 30 days wait time for simple emails
- Email: replace with project code for the email and select email that pops up
- Sending Options: include list unsubscribe
- Wait: 30 days
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Campaign settings
- Right hand side, click on top one – campaign settings
- Campaign start date: look at deploy email task in WF and that will be deploy date (Ex: 9/9)
- Time to send: Early in the day 6/7 am (AI will choose best time either way)
- Campaign end date: 1 month
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Click Advanced
- sync with CRM (make sure it is checked)
- Allow contacts to enter the campaign more than once – for certain emails (ask Tyler if needed)
- Hit save
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SEE Options at top left under Actions
- Campaign fields
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Custom fields
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UTM campaign name
- Find it in WF – project details – UTM generator – Eloqua Code (Ex: utm_campaign=firm-general-general-2209-em22868162&utm_medium=email&utm_source=eloqua)
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UTM campaign name
- Click done
- Save
- Project Name: add CM1 to end of project code – the email has CE1, so add CM1 to differentiate
- Save
- Done in Eloqua!
- Go into WF and mark task complete
- Add update to WF task for Brian to activate canvas that it is ready for QC