Training master dl oct2013
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This document provides guidance on creating distribution lists in Eloqua. It outlines the process for selecting appropriate master distribution list templates, checking flighting schedules and excluded lists, and obtaining necessary approvals. Sections describe commonly used segments like company size and region filters that feed into distribution lists. The document establishes a standard process for list creation and notifying stakeholders of list counts before scheduled flights.
Training master dl oct2013
- 1. OPSTRACK Marketing Operations Project Distribution Lists Elena Barbee, Marketing Services Global Marketing Operations Updated: October 10, 2013 Confidential © 2009 VMware Inc. All rights reserved
- 2. Master DLs in Eloqua The Master DLs are contained in a folder within Eloqua called “Master DLs” where the Ops team member can locate the correct DL to copy. This new method requires the Ops team member to make minimal to no updates to each new DL created. 2 Confidential
- 3. Master DLs in Eloqua Highlighting the positives Saves time Decreases errors Onboarding/Training team members becomes much easier and faster Department changes which impact the way a DL is built can be implemented immediately by updating the Master DLs. • Example: In May of 2013 the Ops team was asked to create a new protected contact group for SLED. The segment owner wanted this group to be excluded from all outbound emails unless permission was granted. After adding this new contact group to the affected Master DLs the change was immediate and seamless. 3 Confidential
- 4. Checklist 1. Do I use an appropriate Master DL template? • Events: Regional events, Online events (Webcasts) * KnowledgeSeries has its own Master DL • Products: Email flows (Eval, Mat), Product announcements/Product promos • Newsletter: Newsflashes • Partner: Partner communications • Transactional: End of Availability announcements, TY and MY follow-ups, emails when lists are provided • Patch alerts: Patch alerts, maintenance releases 2. Have I checked a flighting schedule and excluded higher priority DLs? (applicable for Events, Products, Newsletter) 3. For events: should we exclude a current registrant list? If so, is the list available in Eloqua? Examples: VMworld (external registrations) vs. KnowledgeSeries (registrations hosted in Eloqua). 4. If a “13_Q3_XXXX_...._ALL INCLUDED” CG is used under the “Excluded” section, have I excluded a Seed List from that contact group? 5. Are there approvals for using protected groups and PPLs? 4 Confidential
- 5. Process 1. Create a DL based on a specified criteria 2. Insert list counts and benchmark counts in the “Notes” section. Approvals of list counts are no longer required. Notify a PM through Opstrack that the DL is ready for batching. 3. Two days before the flighting date, Elena or Carlos sends a screenshot of consolidated list counts (NORAM and LATAM) to all requesters and PMs who have their projects scheduled for that specific flighting date. 5 Confidential
- 6. Segments 1. Company size segments (CGs are pulled from Atlas on a monthly basis) • CG “SMB – Master Group Combined” * Unknowns are usually added to SMB • CG “Commercial – Master Group Combines” • CG “Enterprise – Master Group Combined” 2. Regions (Filters) • Region NORAM • Region LATAM Subsets: COUNTRY LATAM Brazil; English-speaking LATAM; Spanish-speaking LATAM, NOLA Countries 3. Customers vs Prospects (CG) • CG “CUSTOMER - ALL (AMER)” (New! – Oct 2013) (use under “Excluded” for Prospects only, or under “Eligibility Criteria” for Customers only). • CG “Customer – Healthcare” (use for Healthcare DLs when only customers are requested). 6 Confidential
- 7. DL Structure Before building a DL, identify the following: Template: Included: Excluded: Eligibility criteria: 7 Confidential