REACH Application - Eloqua Administrative User Guide

  • Updated

REACH Application - Eloqua Administrative User Guide

Last updated: 10/8/2018

The REACH Sales Enablement Tool allows for unique collaboration between marketing and sales teams to send customizable communications to contacts directly through a sales CRM (Eg.Salesforce).

The marketing team will create emails, campaigns, etc. using a marketing automation platform and upload them directly into the REACH app, thus giving the sales team to access and send that content through CRM.

Administration Setup (Eloqua)

The majority of admin setup tasks will be managed for you directly by the Sureshot

Client Services team. These tasks include, but are not limited to:

  • Coordination and installation of Reach application into Eloqua and your CRM
  • Setup of marketing and admin users
  • Setup of sales user groups and business/integration rules to auto-assign new

users to groups

  • Configuration of content tags and categories

 - Email Setup

  1. Create and save new email inside of Eloqua
  2. Once email has been saved click the cloud application button the the top right of the page

  1. Click the Reach cloud application to open the Admin editor


  1. Fill in Name and Description for this specific email template

-Price Per Send: allows admin to set price for content piece to count against budget. (Ex. Cost per direct mail piece)

-Tags: Allows admin to categorize this specific content piece. This allows the sales team to search and filter by content type        

-Libraries: Content are assigned to a specific library are only viewable to users subscribed to specific library

NOTE: Tags and libraries are setup/changed by Sureshot support

  1. Click Save to add email template to the Reach Console

-Email Content Customization

Now that the email is saved in the Reach Console Admins may now add configurable content sections within the email

  1. Drag and drop Cloud Content into the desired content area of the email. Click “Browse” to select Reach Content
  2. In the left menu select Reach Content

  1. Reach will populate into the content body of email. Click configure in the left hand menu to customize content

  1. The Reach Content Editor will appear allowing you to name your content section and provide a brief description to end users

-Title: Name of the section of content (ex. Intro paragraph)

-Description: Expanded description of what this content section is to be used for (Ex. Intro/greeting to client)

  1. Click Save

  1. To select type of content click “add” under “options”

  1. Admin may select: RSS, Static Text, User Entry, Activate Feed

-RSS: allows end user to select content from an rss feed to be added to the email template. Admin will need to call out specific RSS feed and supply the HTML Template for how content is to be displayed

-Static: allows admin to create short static text templates to be chosen by end user

-User Entry: Allows end user to write their own personalized message

-Activate Feed: Allows end user to select content from varying sources (CMS,.CSV,CDO) Integrated through Sureshot’s Activate product

  1. Repeat steps 1-7 in Email Content Customization section to add new variable content sections

  1. Once Email Template has been completed click save inside of Eloqua. This template is now available for distribution inside of your CMS

-Creating a Multi-step Campaign for use for Reach (Eloqua)

Reach also allows for the End User to drop a contact into a Campaign created inside of Eloqua.

-Building a Reach Campaign

  1. Create a new Campaign in Eloqua, or choose an existing campaign you wish to make available in Reach
  2. Drag and Drop Reach Feeder from the Campaign steps to the top of the campaign

  1. Once the campaign has been saved click the cloud application button the the top right of the page

  1. Click the Reach cloud application to open the Admin editor







  1. Fill in Name and Description for this specific campaign

-Price Per Send: allows admin to set price for content piece to count against budget. (Ex. Cost per direct mail piece)

-Tags: Allows admin to categorize this specific content piece. This allows the sales team to search and filter by content type        

-Libraries: Content are assigned to a specific library are only viewable to users subscribed to specific library

NOTE: Tags and libraries are setup/changed by Sureshot support

  1. Click Save to add campaign to the REACH Console

  1. This Campaign will now become available for the End User to select within the CRM

        

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