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If you have suddenly lost access due to the Redwood update, please email marketingautomation@wisc.edu for assistance.

  1. Email the web team and CC Mia Bentel to let us know would like access. (webteam@wsb.wisc.edu, bentel@wisc.edu)
  2. Fill out the Data Compliance Form
    1. Set
    2. your access level
    3. "Unit or Workgroup" as "
    4. basic
    5. Wisconsin School of Business"
    6. Answer "No" to "Are you a brand new department with no existing users?"
    7. Answer "WSB Web Team" to "If No, please list users/departments you will be working with."
    8. 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)
    9. 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).
  3. Once you have access, carefully review the training materials, and make a practice email prior to making any "real" emails.you will be given access 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.
    1. We also recommend reviewing the WSB-specific documentation
  4. 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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