What’s new in Eloqua Program Canvas
Program Canvas is the newest addition to Eloqua, the versatile marketing automation platform. Using the robust data processing power from Program builder, Program Canvas combines ease of use and processing speed in a brand new package. It’s especially great for heavy data processing tasks.
If you haven’t had the chance to experiment with Program Canvas, here is a short overview with a few tips on how to get started quickly:
1) Accessing Program Canvas
Program Canvas is located under the Orchestration menu labeled Programs.
2) Program Canvas Steps
Program Canvas Steps are accessible along the left side of the new program. Selecting the arrow icon next to Program Canvas steps will reveal additional steps and selecting the star icon will add it to the default list. Every program is composed of three types of steps: data sources, decisions, and actions. Below you will find the list of steps with a short description.
Listener — Add contacts to program based on Lead Scores, Contact Creation, and other configured Eloqua assets.
Segment Members — Add contacts to program based on segment members and filters.
Compare Contact Fields — Evaluate and route contacts based on a specified value in a selected contact field.
Pro tip: Use Compare Contact Fields decision step to create global-ready routing Programs based on Region/Country/State/City saving time and processing power.
Compare Custom Object Fields — Evaluate and route contacts based on values populated in the contact’s linked custom object fields.
Shared List Member — Evaluate and route contacts depending on whether they are in a shared contact list.
Shared Filter Member — Evaluate and route contacts based on whether they are in a shared filter.
Compare Date — Evaluate and route contacts based on a date. For example, you can use this step to route contacts only after a specific date or during a specific time frame.
Add Linked Contact to Program — Transfer a linked contact from a custom object program to a contact program for further processing. This step only applies to custom object programs.
Add Linked Record to Program — Transfer a linked custom object record from a standard contact program to a custom object program for further processing.
Add to Campaign — Send contacts to a specific element (including cloud step elements) in a campaign. Contacts remain in the program and proceed through any other connected steps.
Add to Program — Send contacts to a specific step in another program for additional processing. Contacts remain in the program and proceed through any other connected steps.
Add to Program Builder — Send contacts to a specific step in a program builder program. Contacts remain in the program and proceed through any other connected steps.
Add to Shared List — Add contacts to a shared contact list.
Move to Campaign — Move contacts from the current program to specific elements (including cloud step elements) in a different campaign for further routing and processing. Contacts will exit the program.
Move to Program — Move contacts to another program. Contacts exit the current program.
Move to Program Builder — Move contacts to a program builder program. Contacts exit the current program.
Move to Shared List — Move contacts to a shared contact list. Contacts will exit the program.
Delete Custom Object Record — Delete custom object records from your database. This step only applies to custom object programs.
Remove from Shared List — Remove contacts from a selected shared list.
Subscribe Contact — Subscribe contacts to an email group or globally subscribe contacts.
Unsubscribe Contact — Unsubscribe contacts from an email group or globally unsubscribe contacts.
Update Rules — Move contacts through a rule set in order to update contact fields or custom object fields as configured by the rule set.
Wait — Specify how much time will elapse between each step of your program.
*More Pro Tips
Use Add to Shared List with Remove from Shared List together to isolate contacts in campaigns allowing precision marketing.
Contact Washing Machine step is commonly used to case correct First and Last Name as well as replace values.
Use Update Rules along with look up tables to normalize values and update fields required for successful integration with CRM systems. Common use would be to normalize Country or State/Province resulting in accurate marketing campaigns.
All Move and Add to Program/Program Builder/Campaign steps allow complex processing through multiple assets. Improved automation through the creation of modular assets that perform specific functions used in all campaigns. Examples are data standardization and lead generation.
Form Submit step expands the functionality of your Programs with the use of form processing steps. Almost all program decision steps are also available through form processing steps.
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