Eloqua 10: Program Builder Overview

Question 1

How would you define a program in program builder?

Answer 1

A program is an automated marketing workflow that replaces repetitive manual tasks. It is primarily used for data management tasks.

Question 2

What are three examples uses of a program builder program?

Answer 2

Data cleansing,
CRM Integration,
Data Card Manipulation

Question 3

E10 Program builder is not used for email management. What must you do if emails must be sent from a program?

Answer 3

Use a ‘Move/Add to Campaign’ step.

Question 4

In program builder, what do the rectangles represent?

Answer 4

Program steps and actions. The define the action that will be performed for every contact in a step.

Question 5

In program builder, what do the diamonds represent

Answer 5

Decision rules. They signify questions. The rules determine which path a contact will take based on the answer to the question. The answers to a decision rule will always be yes of no.

Question 6

How do you add people to a program in program builder?

Answer 6

Start a program using the Program Feeder Functionality

Question 7

How do you remove people from a program in program builder?

Answer 7

End the path with either a ‘Remove From Program’ step or configure a step to move people to another program.

Question 8

What number should the first step in a program use?

Answer 8

000

Question 9

What number should the last step in a program use?

Answer 9

999

Question 10

True or False: For specific scenarios, programs can be used to automate email workflow management

Answer 10

False.

Question 11

What is the program grid background color for an enabled/active program?

Answer 11

white

Question 12

How can time be managed in a program?

Answer 12

Time can be managed with the ‘wait’ and ‘retry’ steps.

Question 13

In program builder, what does the ‘Program Owner’ setting do?

Answer 13

The program owner setting allows you to configure the program to send a notification email whenever a contact performs a certain action. the notification is sent to the program owner.

Question 14

In program builder, what does the ‘Process Ownership Rule’ setting do?

Answer 14

The process ownership rule setting allows you to assign a contact owner dynamically, based on a pre-built logic within an ownership rule.

This way, you can assign a new contact as an owner within the program, based on the contact’s region, or round-robin to spread leads evenly amongst a group of sales reps. This is useful if you want to run basic lead routing through Eloqua.

Question 15

In program builder, what does the ‘Custom Object Records from this set may be used in this program’ setting do?

Answer 15

The ‘Custom Object Records from this set may be used in this program’ setting allows you to capture and use, within the program, this additional data about the contact.

Question 16

In program builder, what does the ‘Run Mode’ setting do?

Answer 16

‘Run Mode’ is a read-only field that shows the current status of the program, that is enabled or disabled.

Question 17

In program builder, what does the ‘Allow members to enter program multiple times’ setting do?

Answer 17

The ‘Allow members to enter the program multiple times’ allows you to control whether contacts can enter the program once or multiple times.

Question 18

In program builder, what does the ‘Automatically disable program’ setting do?

Answer 18

The ‘Automatically disable program’ setting allows you to specify a date on which to disable the program. When this date arrives, the program is automatically disabled, an contact who are currently in the program are stopped dead in there tracks and are stuck on their current step.

Question 19

In program builder, what does the ‘Default Member Type’ setting do?

Answer 19

The ‘Default Member Type’ setting allows you to choose contacts, companies/accounts, or custom object records as the default member type for the program.

Question 20

From where can you pull in contacts to a program in program builder?

Answer 20

Shared Lists / contact groups,
Shared Filters,
Combined group/filter overlap

Question 21

What does the ‘Evaluation’ option of a program feeder allow you to do?

Answer 21

This option allows you to configure when to run the program feeder. You can choose to add new contacts every hour, day, or week.

Think of the program as a roller coaster ride and the feeder as the queue. The ride may open at 10am, but the line may start forming a 9am.

Question 22

Describe the ‘Disabled’ run mode.

Answer 22

This ‘Disabled’ run mode signifies that the program is turned off. The icon for a disabled program is a gray diamond.

Question 23

Describe the ‘Standard’ run mode.

Answer 23

The ‘Standard’ run mode indicates that the program is enabled, or on. In this mode, every entry, exit, and action is logged so you can examine the specific path a record took through a program. The icon is a orange diamond.

Question 24

What is the default time interval for each step of a program running in standard mode?

Answer 24

15 mintues

Question 25

Describe ‘Priority mode’

Answer 25

Priority mode runs all the steps in the program in up to five minutes. This means that the program evaluates or runds every 5 minutes and a record flows through the entire program in about 20 seconds. The icon is an orange diamond with an arrow pointing down.

Question 26

True or false: Priority mode supports only five programs at a time.

Answer 26

True.

Question 27

True or false: Priority mode supports complex logic, loops, and activity filters.

Answer 27

False. Priority mode does not support any loops, complex logic or activity filters.

Question 28

What are two good example uses for the ‘priority’ run mode?

Answer 28

Pushing data to a CRM and Data normalization. It is meant for simple programs which allow you to flow contacts through quickly.

Question 29

Describe ‘Bulk Mode’

Answer 29

Bulk Mode evaluates and completes all steps in up to two hours. Similar to Priority mode, a record flows through the entire program in about 20 seconds.

The icon is an orange diamond with dots.

Bulk mode is great for updating large batches of information without slowing down your system.

It runs faster than standard mode, but without the limitations of priority mode.

Question 30

Describe ‘Test Mode’

Answer 30

Test mode allows an admin to test the process flow of the program without waiting for the usual wait times that might be built in.

Test mode is usually used to confirm a CRM system program or event invitations.

The icon is an orange diamond with a heartbeat monitor.

Question 31

True or False: ‘Test mode’ is only available to customer administrator-level users

Answer 31

True.

Question 32

True or False: In ‘Test’ mode, you can test up to 5 steps at a time.

Answer 32

True

Question 33

True or False: In ‘Test’ mode, tests can run with up to 100 program members

Answer 33

False. You can only test programs with up to 50 program members.

Question 34

Programs should not have more than how many redirects?

Answer 34

10 redirects

Question 35

Programs should not have more than how many elements

Answer 35

100 elements

Question 36

Where would you configure the settings for a program

Answer 36

In the “Program Details”

Question 37

Which run mode allows you to examine the complete path of a record?

Answer 37

Standard mode

Question 38

What options can be defined using a program feeder

Answer 38

The evaluation frequency, The contacts to be added, and the contacts to be restricted.

Question 39

What must you do before you can archive a program?

Answer 39

Disable the program and all feeders

Question 40

What must you do before you can delete a program?

Answer 40

Edit or delete any dependencies.