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To create a new segment, go to Audience –> Segments –> Create a Segment –> Blank Segment –> Plus Button –> Upload Contacts. Drag the file and check for errors. Click "next step." In the Contact Upload Wizard, double-click each row under the Target Field column and choose the menu item that matches the Source Field. 

Example:

 


Next, be sure to name your segment (click on the left-hand corner) and save it in the UGST folder (click on the right hand corner next to the Actions menu).

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Asset Type: This will be a two or three character code to abbreviate the type of asset you're creating. These are the pieces that make up your campaign as a whole and include Emails, Forms, Landing Pages, Segments, Lists, and Filters. In the case of campaigns using multiple emails, landing pages, etc, append the end of the Asset type and include a more specific name, i.e. EML1_EmailIntro, EML2_EmailFollowup. The codes for the assets you'll be using are listed below.

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Asset TypeAsset Code
CampaignCMP
EmailEML
FilterFLT
FormFRM
Landing PageLP
ListLST
SegmentSEG

 


Example: UGST_FY 16-17_Newsletter_Compass Points February 2017_EML

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  1. If you are new to Eloqua, let Alan Grimes Lane Mann know that you need to be added to the contacts list so you can send yourself email previews.
  2. Be sure to save your images in the appropriate folders.Keep in mind marketing best practices when crafting your campaign.
  3. When adding a link to your text, use the "Hyperlink Tools" box and click on "Manage Links." Here you'll be able to "Track Links" and view analytics after sending your email. This is helpful if you want to view the percentage of people who clicked on your link and who specifically clicked on a link.

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