E10 - User Management Flashcards
What are the user types?
Sales, basic marketing, advanced marketing, customer administrator, API
A ____ is any person who logs into Eloqua.
user
The ____ user has the least amount of permission.
Sales User
Sales users use E to:
access reports and work with sales enablement tools.
The ___ user has limited access to the application.
Basic Marketing User
The Basic Marketing User has access to the primary Eloqua asset types, including:
forms, emails, and landing pages.
True or false? The Basic Marketing user has access to data entities such as Custom Objects and Lead Scoring.
False.
The ____ user has liberal access to the application.
Advanced Marketing User
The Advanced Marketing User has access to all functions under the Contacts menu, like:
Custom Objects, Lead Scoring, and Data Tools.
the Advanced Marketing User has access to most areas of the application under the ____
Settings menu.
Under the Assets category of Settings, what can the Advanced Marketing User do?
Configure redirect links.
Under the Database category of Settings, what can the Advanced Marketing User do?
Create Programs.
From the Website category of Settings, what can the Advanced Marketing User do?
Set up Web profiling by configuring Page Tagging and Query Strings.
The ____ User has full access to the application.
Customer Administrator User
The Customer Administrator User can manage organizational structures such as…
folders and subscription groups
Which user type can configure microsite domains and tracking tools?
Customer Administrator User
The ____ User has access to system administration areas of Eloqua.
API User
You manage and control permission level by defining…
Security Groups
Key Security Groups are:
Active Users, Sales, Advanced Users Marketing, Basic Users Marketing, Customer Administrator, and API Users
A reference for which security groups have access to which assets is found in…
the Security Groups: Managing Asset Access document (provided with this course)
Which user types can configure Redirect Links?
Customer Administrator and Advanced Marketing User.
What are the two ways you can create users?
Individually or by uploading in bulk.
True or false. You can download all users.
True - but only if you’re the Customer Administrator User.
You use the _____ screen to create an individual user.
New User
How do you access the New User screen?
User Management page: Users down arrow: Add New User
What are the three required fields that contain a user’s information?
First Name, Last Name, Email Address
____ is a required field that is needed to log in to the application
User Name
The default value for User Name is…
FirstName.LastName
The default value for User Display Name is…
FirstName LastName
True or false. You save users in folders.
True.
To ensure password security, the Add Individual User screen has a radio button field:
User Must Change Password at Next Login
What field is used to enable or disable a user?
User Is Enabled?
The ____ option is active only if there have been a series of unsuccessful login attempts.
User Is Permitted Access?
There is a lockout setting that defines…
the number of unsuccessful logins before lockout.
The ____ field is used to ensure that Customer Administrators cannot modify or disable critical users.
Make User Visible for Customer Administrators?
True or false. You can set a time zone for individual users.
True
The ____ field forces users to change their password periodically
User’s Password Expires
The ____ section of the Add Individual User screen defines the system permissions a user will be granted
Security Groups Section
When a new user is saved, the user is automatically added to the _____ Security Group
Everyone Security Group
To use any functionality associated with the User Type, the user must have a ____ for that area of the application.
valid license
Licensing can be applied at….
the Security Group level or the individual user level.
Eloqua products a user can access include: _____, Eloqua Engage, Eloqua Profiler, Eloqua Reporting, and Eloqua Analyzer.
Eloqua Marketing Program
Eloqua products a user can access include: Eloqua Marketing Program, ____, Eloqua Profiler, Eloqua Reporting, and Eloqua Analyzer.
Eloqua Engage
Eloqua products a user can access include: Eloqua Marketing Program, Eloqua Engage, Eloqua Profiler, ____, and Eloqua Analyzer.
Eloqua Reporting
Eloqua products a user can access include: Eloqua Marketing Program, Eloqua Engage, Eloqua Profiler, Eloqua Reporting, and _____
Eloqua Analyzer.
The ____ helps you upload multiple users into the system
Upload Wizard
The _____ helps you get started with the Upload Wizard.
The User Upload Wizard Template.
From the User Management page, how do you access the Upload Wizard?
Users down arrow: Upload/Update Users
How many steps does the User Upload Wizard have?
6
Step 1 of the User Upload Wizard is…
Data File Upload
After Step 1 - Data File Upload - of the User Upload Wizard, what is Step 2?
Step 2 - Preview Data Source
Where can you examine the history of bulk user uploads on your Eloqua account?
Step 1 of the User Upload Wizard: View History
True or false. Selecting View History in the User Upload Wizard only shows you successful user uploads.
False - it also shows unsuccessful user uploads.
User Upload Wizard - after Step 2, Preview Data Source, where do you go?
Step 3 - Field Mapping
In Step 3 - Field Mapping, the standard Eloqua field is called…
Target Field
True or false. Date/Time data type fields can be set to different formats.
True.
What are the two formats for Date/Time data type fields in User Upload Wizard?
The metric format or the European format.
The European format for dates is…
DD/MM/YYYY
In User Upload Wizard, after Step 3 - Field Mapping, what happens?
Step 4 - Preview Upload Data
In User Upload Wizard, what does Step 4 - Preview Upload Data show?
The data of the first fifty rows.
In User Upload Wizard, after step 4 - Preview Upload Data, what happens?
Step 5 - Summary
If you want to send a User Upload notification to additional email addresses, what do you do?
Select “No” radio button in Step 5 - Summary of the User Upload Wizard, and add email addresses to the Additional Email Addresses to send email field.
At Step 5 - Summary, how do you get to Step 6?
By clicking “Finish”
What is Step 6 of the User Upload Wizard called?
Finished.
How long can completion of the User Upload take?
Up to five minutes.
In Step 6 of the User Upload Wizard, a status message is displayed which indicates that…
the update or upload process is underway
After a User Upload, if _____ was enabled in the uploaded CSV field, a login email will be sent to each user corresponding to that row.
SendWelcomeEmail
If SendWelcomeEmail was enabled but no password was indicated, what will be included in the login email?
A random, password
How can you change all users in bulk?
Download all the users, update in Excel, and re-upload.
From the User Management page, how do you get to Download Users?
Users down arrow: select Download Users
How to define how your users see Contact data?
Set Contact Views
You can set a default Contact View for:
New users, all users, or individual users
To set Contact Views from the User Management Page, what do you click?
User Defaults and Settings menu
Where do you select a default Contact View for all users?
User Defaults and Settings: Global Settings
To set default Contact View settings for individual users
Global Settings: click Agent next to Contact View field
The Company URL field in an Eloqua user is from the ______ section
General Info Sectioin
True or false: Company URL can be added or modified after a user has been created.
True.
A ___ notifies your sales users when individuals that meet certain criteria visit the website.
online visitor notification
You can configure what elements of a visitor notification email?
Style and elements; triggers, rule, and schedule of the notification
Email ____, ____, and ___ define the style of the notification email
Email format, subject, and branding
True or false. In the notification email template, General Details is a mandatory element.
True.
The General Details element of the visitor notification email includes ____, First Name, Last Name, Email Address, Company, and Pages Viewed.
Notification Name
The General Details element of the visitor notification email includes Notification Name, ___, Last Name, Email Address, Company, and Pages Viewed.
First Name
The General Details element of the visitor notification email includes Notification Name, First Name, ____, Email Address, Company, and Pages Viewed.
Last Name
The General Details element of the visitor notification email includes Notification Name, First Name, Last Name, ____, Company, and Pages Viewed.
Email Address
The General Details element of the visitor notification email includes Notification Name, First Name, Last Name, Email Address,____, and Pages Viewed.
Company
The General Details element of the visitor notification email includes Notification Name, First Name, Last Name, Email Address, Company, and _____.
Pages Viewed
The ____ element of the visitor notification email includes information defined by you by creating a Profile.
Visitor Profile
In the Visitor Notification Email template, is the View Online Activity Link optional or mandatory?
Optional
In the Visitor Notification Email, what element allows Sales users to examine historical information about the visitor’s activities?
The View Online Activity Link.
What element allows Sales users to suppress email notifications for a specific visitor?
Disable Notification for this Visitor.
True or false. The Disable Notification for This Visitor element is mandatory when setting up Visitor Notification emails.
False. It is an optional element.
Where do you start configuring the Visitor Notification Email template?
From the User Management page.
Where do you access the User Management page?
Settings: Setup: Administration: Users
In short, are the four steps in defining a visitor notification template?
(1) Define (2) Identify (3) Create and select (4) Include sections
What are the two things you need to define when setting up a visitor notification template?
Template name and subject line
What are the 3 things you need to identify when setting up a visitor notification email template?
Email Format, Display Name, From and Reply-to Address
What are the two things you need to create and select when setting up a visitor notification email template?
Profile and Branding
What are the two sections you can include in a visitor notification email template?
Visitor Activity Report and Disable Notifications
What do you need to access to start creating a new notification email?
Visitor Notification Configurations.
From the User Management screen, how do you access Visitor Notification Configurations?
User Defaults and Settings down arrow
In the New Visitor Notification screen, what do you do to begin?
Define the name of the notification.
True or false: you can include field merges in visitor notifications.
True.
To include a field merge in the subject line of a visitor notification, click the ____ bottom.
Insert Email Field.
What formats can you choose for the Visitor Notification email?
HTML or text.
___ is appropriate format for notifications being delivered to mobile devices.
Text
If you are sending notifications primarily to sales reps, who might the email come from?
A senior sales executive.
If the reply-to address email is not filled in, what will happen?
A standard system address will be used.
True or false: you can create a profile view for visitor notification emails.
True.
If you skip the Branding section, what happens in your visitor notification email?
The standard Eloqua notification images and text are included in the header and footer.
A best practice for header naming is to..
name them properly so that sales users can distinguish the notifications.
To create a new header, you need to access the ___
Component Library.
The ______ Link includes information about a visitor’s form submissions, website visits, referrals, etc.
Visitor Activity Report
To use the Disable Notifications for Specific Visitors feature, what does the Sales user require?
A valid Eloqua login.
Who can use the Disable Notifications for Specific Visitors feature?
Only the user that set up the notification and the user who received it.
To manage triggers, rules, and schedules for visitor notification emails, what do you need to access?
The Visitor Email Notification Configuration section
To begin configuring Visitor Email Notifications, what do you click?
In the tree view, click the down arrow next to the user for whom the notification is to be set.
In the submenu next to users in the tree view, what do you click to configure Visitor Email Notifications?
Visitor Notifications.
What is displayed when you click Visitor Notifications for a user?
The list of visitor email notifications that are set up for this user.
If you want the notification to become active as soon as you’ve saved it, click the ____ checkboxl
Enabled.
How do you suppress visitor notification emails and only use visitor notifications for reporting purposes
By checking the “check if you only want to use the Visitor Notification for reporting purposes” checkbox.
What is the email address of notification recipient populated with?
The email address in the user’s profile.
Can you change the email address an email notification is sent to for a user?
Yes.
In New Visitor Notification, where do you select, edit, or create a notification template?
In “Notification Content Configuration”
The ____ setting defines what triggers the notification.
Define Triggers
To create a trigger, select the logic to be applied from the ___ menu.
“Send notification when visitor(s) meets” pulldown menu.
True or false: in “Send notification when visitor(s) meets” you can use AND, OR, or custom logic.
True.
True or false: you can schedule notifications to occur only during scheduled times.
True.
Where do you customize the logic of visitor notification criteria?
In Advanced Logic String.
What are 3 types of content you could include in a Custom Row in a Visitor Notification email?
A link to the visitor record in the CRM, a field merge, or text.
True or false. A custom row has a label.
True.
What report provides detailed information about the usage stats of each user?
Agent Online History
New customers can examine the Agent Online History report to _____
assess adoption across their team.
Managers can use the Agent Online History report to ____
justify another hire.
Where is the Agent Activity Overview dashboard?
Dashboard down arrow
The __ shows detailed information about the Welcome Email
Welcome Email History report
Where can you find the Welcome Email History report?
Users down arrow
What shows what licenses have been assigned and to which users?
License Usage Overview Report
Where do you find the License Usage Overview report?
Users dropdown arrow
