Showing posts with label Contact Fields. Show all posts
Showing posts with label Contact Fields. Show all posts

Wednesday, February 17, 2010

Special Contact Fields - “Email Address Domain” & “First and Last Name”


Guest post from Andrew Hogg, who is a Senior Product Specialist on Premier Accounts. Andrew works, on a daily basis, with some of Eloqua’s largest clients, bringing to the table an in-depth understanding of the product’s capabilities and how such clients use the platform, while also providing guidance on how best practice theory can be applied within their ever evolving marketing processes.

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Recently, Eloqua introduced two new contact fields into the marketing databases of our customers to address common (and sometimes complex) segmentation / data population scenarios:

• Email Address Domain – Generated by parsing the Email Address value (everything after @).
• First and Last Name – Full Name value, generated as First Name, space, then Last Name.

Though the latter field is quite useful when trying to avoid using Update Rules to combine field data, or multiple Field Merges, in Eloqua (or the Concatenate function in Excel), the Email Address Domain field is the true time saver for Eloqua customers looking to segment email sending, identify important customer responses, and much, much more.

Previously, Email Domain exclusion was controlled solely via the Domain category (Distribution Lists & Master Exclude) when sending email batches & Quicksends, while complex Contact Filters or cross table Deduplication using Prospect Groups were required to replicate similar segmentation in Program Builder.

Such filters / dedupe rules were used for any number of purposes, including Competitor, Partner, and Target Account lists. Needless to say, for those that have experienced any of these use cases, and the time involved with setup and ongoing maintenance, this field was designed for you.

To implement this in your application, I find that the true power of this field is not realized unless it is referenced in a Contact Filter, using “In” criteria:

Here, up to 300 unique, comma-delimited values can be entered, either manually, or via Upload (referencing an existing Select List):

Now, with such a Filter in hand, numerous tedious or repetitive tasks suddenly become much easier, including:

Setup – Values can be uploaded into a “Quick List” in the Filter, as opposed to manual entry across multiple elements (Dist List, Master Exclude, Filters, etc).

Centralization – Instead of maintaining a Domain list in the Master Exclude, and separate Filter(s) / Prospect Groups, use a single Contact Filter in all areas, where edits to your one Quick List instantly update all exclusion elements (also great for Distribution List Defaults).

• Reducing Data Load – Easily exclude Test / Internal Contacts from important programs, by adding a single line to Feeder Filters:

• Advanced Marketing Automation – Easily identify target or named accounts for nurturing, routing, reporting, etc. Of course, as this is a Contact Filter, this could be used to feed recently modified Contacts into a Program, or route existing members down various paths.

So, though the Email Address Domain & First and Last Name fields do not, in themselves, introduce revolutionary functionality (I mean, they are just fields), they do greatly increase the efficiency, and ease of use, of the Eloqua marketing automation platform.

Should Eloqua users come across other, simple changes to our UI that would have a similar impact, please reach out to our Product Management team by logging an Idea in Eloqua Customer Central (we’re listening).

Tuesday, February 3, 2009

Sanity Checks and Data Profiling


If you're doing almost anything in marketing, you need good data. Lead scoring, lead routing, personalization, segmentation, and many other processes are only as good as the underlying data. Profiling what you have in terms of data is the first step, as it tells you whether you need to cleanse your data. It may also tell you that your underlying data will not give you the insight you need to execute your scoring or segmentation strategy as you had intended.



The quick and easy way to profile your data is to get a sense of what is in each field. You can do this from any Contact, Prospect or Company Group, and it gives you an overall sense of the consistency and quality of your data.



First, create a group that contains the people you are interested in working with (one technique for defining group membership using overlap is talked about here: http://eloqua.blogspot.com/2008/12/defining-segments-using-group-overlap.html). From there, use the "Field Summary" option in the top menu. This brings up a window where you can choose the field that you wish to profile.



You can profile any field in your data model, and you will see a result that shows the values in that field and the frequency (ie number of contacts) in which that value appears.



Note that you will only be able to profile fields where there is some consistency of data - if there are over 1000 different distinct values, this method will not work.






It's a great habit to get into to do a quick sanity check of your data any time you build a process that relies on it. Data quality is a key foundation for many marketing processes and strategies, and the more you focus on it, the more you will build in processes to ensure that data quality remains high.



If you find that data profiling highlights some data issues, you might find the following useful; a common strategy that many marketers employ in handling their data quality is the Contact Washing Machine described here: http://digitalbodylanguage.blogspot.com/2008/12/contact-washing-machine.html