Cloud Readiness / Oracle B2B Campaign Management (Eloqua)
What's New
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  1. Update 20D
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Advanced Intelligence
        1. Account Engagement Score
        2. Analytics
        3. Fatigue Analysis
        4. Send Time Optimization (STO)
        5. Subject Line Optimization
    2. Analytics
        1. Insight
    3. Apps
        1. Account Ownership
        2. Detailed Status Messages for Stuck Records
        3. EloquaZoom App
        4. Infinity Action Center App
        5. RSS App
        6. Salesforce.com Integration App
    4. Emails
        1. Archiving Emails
    5. General Enhancements
        1. New Look and Feel
        2. Supported Browsers
    6. Security
        1. Cloud App Canvas Step Permissions
    7. Developer Updates
        1. Application API
        2. Bulk API
  4. IMPORTANT Actions and Considerations

Update 20D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Product Feature Notes
13 NOV 2020     Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at omcdocumentation_ca@oracle.com.

Feature Summary

Column Definitions:

Features Delivered Enabled

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users
(Features Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Advanced Intelligence

Account Engagement Score

Analytics

Fatigue Analysis

Send Time Optimization (STO)

Subject Line Optimization

Analytics

Insight

Apps

Account Ownership

Detailed Status Messages for Stuck Records

EloquaZoom App

Infinity Action Center App

RSS App

Salesforce.com Integration App

Emails

Archiving Emails

General Enhancements

New Look and Feel

Supported Browsers

Security

Cloud App Canvas Step Permissions

Developer Updates

Application API

Bulk API

>>Click for IMPORTANT Actions and Considerations

Advanced Intelligence

Oracle Eloqua’s Advanced Intelligence features use algorithms, data science, and machine learning to help marketers achieve superior business results.

The following features are only available as part of Eloqua’s Advanced Intelligence Add-on:

  • Send Time Optimization
  • Subject Line Optimization
  • Account Intelligence
  • Fatigue Analysis

For more information, please read our documentation and contact your account representative.

IMPORTANT: The following features are available as part of the Advanced Intelligence Package add-on that must be ordered for your account. Please contact your account representative or Oracle sales.

Account Engagement Score

Understand an account's engagement using the Account Engagement Score. The score captures the overall engagement of an account based on key marketing activities: form submissions, clickthroughs, and email opens.

This feature rolls up your engagement metrics into a digestible score that you can act on. 

Steps to Enable

This feature is available as part of the Advanced Intelligence Package add-on that must be ordered for your account. Please contact your account representative or Oracle sales.

Tips And Considerations

Access the score from the Account Performance dashboard, a new Account Engagement Score field, or from Insight.

Key Resources

Visit our Help Center to learn more.

Watch the video.

Analytics

The following Dashboards and Insight enhancements are now available for accounts with the Advanced Intelligence Package add-on:

  • Account Engagement Overview dashboard now includes a new Top Accounts by Engagement Score chart to visually compare accounts on three dimensions: score, engaged contacts, and scored activities.

  • Access key account details and engagement using the Account Performance dashboard. The dashboard includes engagement score trends, engaged contact details, and top campaigns and assets.

  • A new Send Time Optimization Performance chart allows you to analyze your Send Time Optimization sends. Two attributes are also now available for this dashboard (Send Time Optimized and Schedule Type) in the Account Activity subject area.

  • A Fatigue Level attribute is available in the Contacts attribute folder.
  • The following additional attributes are available in the Account Activity subject area for accounts with the Advanced Intelligence Package add-on:
    • Engagement Score
    • Previous Week Score
    • Change in Engagement Score
    • Engaged Contacts
    • Reachable Contacts
    • Email Send Attributes

Steps to Enable

These features are available as part of the Advanced Intelligence Package add-on that must be ordered for your account. Please contact your account representative or Oracle sales.

Key Resources

Visit our Help Center to learn more.

Fatigue Analysis

With this feature and the power of AI, you can identify how fatigued your customers are, so that you can change your message frequency and marketing strategy to reduce disengagement and minimize opt-outs.

Captures the fatigue status on a new system contact field, which makes this information available across Eloqua:

  • Segmentation
  • Orchestration
  • Personalization
  • Scoring
  • Analytics

Fatigue analysis helps you avoid customer burnout and disengagement.

Steps to Enable

This feature is available as part of the Advanced Intelligence Package add-on that must be ordered for your account. Please contact your account representative or Oracle sales.

Key Resources

Visit our Help Center to learn more.

Watch the video.

Send Time Optimization (STO)

Send Time Optimization is now generally available (for customers with the Advanced Intelligence Package add-on). It was previously part of our controlled availability program.

With Send Time Optimization, Oracle Eloqua can determine the optimum time to send an email in a campaign. Emails can be delayed to send at either the appropriate time of day or on a specific day.

This feature provides AI-driven optimization of message send times to improve email engagement.

Steps to Enable

This feature is available as part of the Advanced Intelligence Package add-on that must be ordered for your account. Please contact your account representative or Oracle sales.

Key Resources

Visit our Help Center to learn more.

Subject Line Optimization

A tool tip now displays a subject line prediction when using the HTML source editor or Email Design editor:

  • If the subject will perform above or below what is average for your Eloqua instance
  • The degree of confidence of the prediction

This feature helps you improve email open rates.

Steps to Enable

This feature is available as part of the Advanced Intelligence Package add-on that must be ordered for your account. It is also part of our Controlled Availability program. Please contact your account representative or Oracle sales.

Key Resources

Visit our Help Center to learn more.

Analytics

Insight

The following additional attributes are now available in the Account Activity subject area:

  • Email Group
  • Day of Week
  • Hour

These enhancements allow you to continue to use Insight to analyze your campaign performance and account based marketing campaigns.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Visit our Help Center to learn more.

Apps

Account Ownership

You can now import the account owner with your account imports for Oracle CX Sales and Salesforce.com integration apps.

A new Account Ownership tab is now available in Accounts. This tab displays the CRM name, user ID, and user name.

This feature provides up-to-date account ownership details at your fingertips.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Visit our Help Center to learn more.

Detailed Status Messages for Stuck Records

The following new app member statuses have been added:

  • Eloqua configuration error - Manage Data Export Permission: The Eloqua User used by app or that activated the canvas does not have the Manage Data Export action permission
  • Waiting for scheduled send period: Waiting for scheduled send period set within the Scheduling setting for the step

The following app member status has been updated when they are displayed:

  • Invalid app configuration: Export fails because of an invalid definition

These statuses provide granular, informative, and visible messaging within Eloqua to help bring awareness and insight to the state of records in app steps. This will help you become more aware of what actions Eloqua, and the app, are currently performing.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Visit our Help Center to learn more.

EloquaZoom App

A new EloquaZoom app is now available. With this app, you can combine the marketing power or Eloqua with the virtual event and webinar capabilities of Zoom. It allows you to send webinar and meeting registrations to Zoom and retrieve participant information from Zoom to the campaign canvas. This app includes the Zoom Register Action service and the Zoom Attended Feeder service for the campaign canvas.

This feature allows you to leveraging Eloqua’s marketing automation for Zoom Meeting and Webinars, creating better audience engagement analysis, and higher quality leads.

Steps to Enable

This feature is part of a Controlled Availability program that is currently closed. We are not accepting new requests at this time.

Key Resources

Visit our Help Center to learn more.

Infinity Action Center App

The Infinity OAuth Setup screen has been added to the Security configuration. This configuration will be used in the future to configure OAuth for the Infinity Action Center Feeder.

This will be available in a future update.

Steps to Enable

You don't need to do anything to enable this feature.

RSS App

You can now translate the View Story action for feeds. If a feed has its language specified, you can choose to translate the call-to-action to the language of the feed, and this is available in all the languages that Eloqua officially supports.

This provides a better reading experience.

Steps to Enable

You don't need to do anything to enable this feature.

Salesforce.com Integration App

When configuring Actions, you can now choose whether to pass blank values to Salesforce.com. If related control is selected, all blank values will be excluded from the payload.

If there are errors related to any hidden connection, the Salesforce.com Integration app will now display a notification message and a warning icon next to the connection name (in the drop-down menu on Status and Reporting screen).

You can now view errors by error type for actions and imports.

On imports and actions, you can now map the Salesforce.com URL type (255 chars) to Eloqua Large Text (32,000 chars).

You can now update subscribe/unsubscribe status on Salesforce.com Leads or Contacts when related marketing activity is reported.

You can now sync updated values of picklists from Salesforce.com to Eloqua.

The campaign action report has been updated to improve the user experience when viewing errors.

The messaging for RuntimeException messages has been updated to include further details.

These enhancements enable an easier migration from the Salesforce Native Integration to the Salesforce Integration app.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Visit our Help Center to learn more.

Emails

Archiving Emails

You can now archive emails:

  • Archived emails will not display in the search results in Eloqua Engage 
  • Archived emails in an active campaign will send as expected
  • You can choose to include or exclude archived assets from reports in Insight
  • An Is Archived attribute is available in Eloqua Insight

This feature helps you better manage outdated emails, reduces "noise" when searching, and presents editing and copying.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Visit our Help Center to learn more.

General Enhancements

New Look and Feel

The Eloqua user interface is getting an exciting new look and feel. Starting with this update, you'll notice a design refresh applied to different areas of the platform, which will continue going forward in subsequent updates.

The following product areas have been updated:

  • Eloqua login screen
  • Main navigation menu
  • Hamburger menu
  • MyEloqua home page with campaigns and campaign approvals tabs

This provides a more modern look and feel and is a consistent design with other Oracle CX Marketing products.

Steps to Enable

You don't need to do anything to enable this feature.

Supported Browsers

Chrome 85 and Firefox 81 are the A (Best Choice) browsers for Oracle Eloqua.

These browsers are tested against a comprehensive new feature and regression test suite to provide a good experience with all functionality.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For a complete list, please see Supported Environments.

Security

Cloud App Canvas Step Permissions

A new permission is available that controls which users are able to add a new, or edit an existing App Cloud step. This enables Eloqua administrators to control who within their organizations can manage the lead flow from Oracle Eloqua to a CRM. This permission applies to all installed Cloud Apps that use the Action service, and includes related Canvas step.

This provides more granular control over who can create or edit Cloud App Canvas Step.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Visit our Help Center to learn more.

Developer Updates

Application API

Batch processing of forms via API is now generally available. This allows you to post API Form Submission payloads in batches of 500. This results in faster, more reliable, more scalable form processing, as well as complete visibility and traceability of errors.

The Email Deployment EmailInlineDeployment type is now supported. This enables sending html, instead of having to specify existing Eloqua email, to up to 2000 contacts per request.

Email endpoints enhancements:

  • The property, archive, that indicates if the email is archived, will be changed to archived
  • Update an email endpoints will have new validation to prevent updating archived emails
  • Retrieve a list of emails endpoint will only return unarchived emails by default
  • Two new URL parameters will be available with the Retrieve a list of emails endpoint: includeAvailable and includeArchived
  • Two new endpoints will be added to archive and unarchive emails

The email endpoint enhancements enable programmatic archiving and unarchiving of emails.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

Visit our Help Center to learn more about:

Bulk API

You can now use the Bulk API Account Import to programmatically link users to accounts.

When creating a Bulk API sync, the definition will now be validated.

A new retention policy is now in effect for syncs:

  • With 20D, syncs, sync logs, and sync rejects that are older than a year will be removed
  • Retention policy will be applied from 20D on
  • Age of sync is based on the date the sync was created

The retention policy cleans up unneeded Bulk API syncs helps with overall stability and performance of the Bulk API.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

Visit our Help Center to learn more about:

IMPORTANT Actions and Considerations

SALES TOOLS CRM EMBED CHANGES REQUIRED BY FEB 2021

For customers who embed Eloqua Sales Tools in an iframe in your CRM, changes are coming to how you embed. Customers must make these changes ahead of the Eloqua 21A Update (Feb 2021).

With the 21A Update, Eloqua security enhancements will change the ability to display Eloqua Sales Tools in an iframe. Customers who do not make the changes will no longer be able to access Sales Tools in an iframe from your CRM.

Key Resources

Learn about the required changes in our product notice.

MICROSOFT DYNAMICS AUTHENTICATION VIA OAUTH REQUIRED BY FEB 2021

All Eloqua customers who are currently using the native integration for Microsoft Dynamics, with either Online (Office 365) or Online (Windows Live) as the authentication type, will need to authenticate all Integration users via OAuth to ensure their users can continue using the integration. OAuth authentication will need to be completed by February 10, 2021 to continue to leverage the functionality.

Key Resources

Learn about the required changes in our product notice.