CDO User Guide

  • Updated

Configuring an Email with CDO Content

Please follow the steps listed below to add Custom Object content to an email template within Eloqua.

  1. Create a new email, open the Cloud Content toolbox and drag the “CDO Content” on to the editing canvas. Once added, a placeholder image will appear that can be re-sized as needed. The Eloqua content API has a “flow” setting that will allow the content block to expand to fit the size of the content returned to Eloqua by the app. This means that, if the content requires a taller email, the email will expand to display all content sent

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  2. Double-click on the placeholder image to launch the Custom Object Content configuration screen. You will be prompted to login with your application credentials (please refer to the installation guide if you have not previously created an account on the Incindio platform)

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3. Once logged in, you will be prompted to name the configuration in the Description field (this is only used for reference purposes on the app dashboard) and select a set of Eloqua credentials

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4. Click Next

5. On the next page select the Eloqua Custom Object to be referenced by the application

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6. The "Custom Object Fields section below will be populated with the CDO Fields. The application will create a token referencing each field. These tokens will be used to create the content loops in the template.

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Note: These Tokens may be customized at this time. 

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Click 'Next' to move onto the next page.

 

7. The user will now need to author the HTML content in the Editor that you would like the Custom Object Content app to return.  This editor uses a special HTML markup (called “EVAL”) created specifically to allow total control over how the CDO content is displayed in the email.

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8. Create an array (or arrays) of CDO records to utilize in the editor. This sets an array with the name “body” with the CDO records, which are available

in the array called “items”:
<eval set='body' value='items'></eval>
9. Call the array to begin looping through the records When calling the array, all code within the array’s <eval> tags will render for each item in the array.
<eval for='body_live'> Content goes here. </eval>
The example above calls the phone number populating the "from' field in the corresponding CDO.
Note: For more on eval functions, please consult the Sureshot Eval Syntax User Guide

10. As you are editing and adding HTML content, you can click “Test Template” to see a preview of exactly what content will be delivered back to Eloqua via the App.

11. Once complete, click Submit to save the configuration.

 

Upon completion of your Custom Object Content, you are now ready to send test emails.

  1. Due to how content is rendered in the email, testing must be done using the “Email a Contact” option in the email settings menu, or via the Campaign Canvas.
  2. Using the “Test Content and Deliverability” and “Preview” options may become available in the future, but due to current limitations, they will fail to provide an accurate test of the CDO Content.

NOTE: Most tests are sent within a minute, but Eloqua email and bulk API queuing may result in delays.

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