Program Builder: Step Actions Flashcards
Describe the action step ‘No Action - Pass Through Step’
No Action is carried out in this STep. It is used as a placeholder or terminal point in the Program.
Member type: all
Describe the action step ‘No Action - Wait Specified Time’
No Action is carried out, but execution of the following Step is delayed by the amount of time specified in this step.
member type: all
Describe the action step ‘Accept or decline ownership’
This Action is only available if you have selected the option ‘Agent will execute step actions’ in the Step Details. Agents can accept or decline ownership of member that have been assigned to them.
Member type: all
Describe the action step ‘Add Contacts to a Contact Group’
The Program owner can add Contacts in a Program Step to a selected Contact Group
Member type: Contact
Describe the action step ‘Add to Another Program’
The Program owner can add the members in a Program Step to a specific Step in another automated marketing Program in Program Builder for additional processing. Note: If you do not want the members to also remain in the original Program, use the process Action named Move to Another Program instead.
Member type: all
Describe the action step ‘Agent Note’
This Action is only available if you have selected the option Agent will execute step actions in the Step Details. The Program owner can ask users to execute a task manually (for example, place a call or request a meeting). The application will send a task report to the user’s Eloqua Today (home) page specifying the members and the action needed. As users complete the tasks, they can indicate on a member by member basis that the task is completed. Each member that has been processed then moves on to the next Step in the Program.
Member type: all
Describe the action step ‘Cloud Connector’
The Program owner can select an action that is provided by a web-based service provider outside the application. Select a service provider, then select configuration options for engaging that provider in the current Program step.
Member type: all
Describe the action step ‘Create Companies from Contact Company Name’
The Program owner can create Company records from Contact data for interim processing. The owner can select a Company Group to which to add the Company records.
Member type: Contacts
Describe the action step ‘Remove Contacts from a Contact Group’
Remove Contacts from a Contact Group.
Member type: Contacts
Describe the action step ‘Remove from Program’
The Program owner can remove the members in the Program Step from the Program to prevent any further processing.
Member type: all
Describe the action step ‘Run a Match / Deduplication Rule’
The Program owner can run the Eloqua Dedupe tool to identify duplicate members using one or many fields within a list, between two lists, or between a specific list and the entire marketing database. The tool can be run for one or multiple Contacts. The results should be reviewed and corrected (if required) by the Program owner, another user, or the process owner.
Member type: Contacts, Companies
Describe the action step ‘Run a Validation Rule’
The Program owner can run a configured Validation Rule (filter) on Program members in the current Step to identify or cleanse invalid data.
Member type: Contacts, Companies
Describe the action step ‘Run D&B Append Chargeable Web Service’
The Program owner can run D&B append to add additional field-level information to data records for members in the Step.
Member type: Contacts, Companies
Describe the action step ‘Run Integration Event’
The Program owner can fire a custom event for the members in the Step to update their data in an integrated CRM system.
Member type: all
Describe the action step ‘Run Integration Rule Collection’
The Program owner can fire a group of custom events for the members in the Step to update their data in an integrated CRM system.
Member type: all
