- Email the web team and CC Mia Bentel to let us know would like access. (webteam@wsb.wisc.edu, bentel@wisc.edu)
- Fill out the Data Compliance Form
- Set your access level
- "Unit or Workgroup" as " basic
- Wisconsin School of Business"
- Answer "No" to "Are you a brand new department with no existing users?"
- Answer "WSB Web Team" to "If No, please list users/departments you will be working with."
- Set your access level as "Basic" (even if you eventually want advanced access Note that it can take around a week for access to go through, so plan ahead! (Standard turnaround is 3 business days, but can be more during busy times)
- Emails regarding your access will come from marketingautomation@wisc.edu (you can email them directly if access is taking longer than expected, standard turnaround is 3 days).
- Once you have access, you will be given access , carefully review the training materials, and make a practice email prior to making any "real" emails.to the Eloqua Canvas course, which you will need to complete. Note that the canvas course was created for all UW-Madison users, and we do a few things a little differently at WSB.
- We also recommend reviewing the WSB-specific documentation,
- If you're having trouble while creating your first real email, please contact the web team (webteam@wsb.wisc.edu) with any questions.
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- Have correctly set up 3 email sends ("Campaigns") that were reviewed and activated by the web team.
- Need Plan to send more than at least 12 emails through Eloqua per year
- Agree to be rigorous in your caution of:
- making sure your emails are setup correctly prior to sending (use the presend checklist)
- following accessibility guidelines for every email
- only editing and activating emails that you are responsible for
- never editing or changing templates(don't click "Manage Templates"), dashboards, or anything you weren't trained for without permission from the web team
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