This month the Oracle Eloqua Boston User Group Lunch and Learn was held on Friday, February 16th at the PTC offices in Needham. Turnout was excellent with a number of companies represented. In addition to a catered lunch provided by Panera, attendees were treated to two informative sessions that left ample time for questions and audience participation.

The first presentation was given by Pat Slavin and Sarah Kumlin of PTC. They presented an updated version of their Top Eloqua Hacks presentation which was originally given at Oracle’s Modern Marketing Experience in 2017. Pat shared a number of key strategic insights focused on GDPR and compliance, an important topic considering the looming May 25, 2018 enforcement. Pat shared his thoughts on, and process for, creating a digital paper trail and tracking opt-in compliance upstream.

In addition, Pat provided a number of interesting insights into PTC’s retargeting and re-engagement approach, specifically how they utilize a keen rating system to prioritize segments. Meanwhile, Sarah provided a number of tactical “hacks” she utilizes within Eloqua to make life easier, more efficient, and more user friendly. She shared a number of ways shared lists can be used throughout the platform to save time while also providing tips around blind form submits and using the form submission cloud application on campaign canvas.

The second presentation focused on Oracle’s Roadmap for 2018, and was lead by Oracle’s Thamina Christensen. Thamina shared a number of new key capabilities and functionalities that will be available in the upcoming release while also previewing features that will be in controlled
availability (CA). We got a first-hand demo of the new responsive email editor, and we were all quite impressed by its ease-of-use and robust functionality.

We also received a demo of the upcoming auditing capability which will soon be available in CA. This capability allows power users to run reports on things like asset changes, user login history, etc. This is all very pertinent  given upcoming GDPR rules. Thamina also provided glimpses into other areas on the Oracle roadmap, including secure links and dynamic content reporting. Oracle’s presentation is unavailable to share post-event, a good reason to always attend Boston user groups in the future!

Overall, the event was a success and attendees felt they gained valuable knowledge and insights. We are looking forward to our next event, currently slated for May, 2018.

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