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- General Eloqua documentation 🡥 (UW-Madison wide)
- How to Request access
- How to LoginLogin ▼
- Using WSB Email TemplatesTemplates ▼
- Common pitfalls/mistakes to watch out for
- Accessibility quick tips
- Uploading Contacts ▼
- Presend Checklist for WSB (UW Presend Checklist 🡥)
- Sending your first email ▼
- File Organization within Eloqua
- WSB Brand Guidelines for emails
- How to create a non-Eloqua sent email in Eloqua
- Creating engaging email content🡥 (UW-Madison IT)
UW-Madison vs School of Business Documentation
Most Eloqua documentation is available on the UW-Madison wide Eloqua Marketing Automation Knowledge Base. Use this to reference basics like navigating Eloqua, uploading contacts, and setting up email campaigns. The Marketing Automation team, which serves all of UW-Madison, can be reached at marketingautomation@wisc.edu, and usually responds to emails within a couple business days. They can answer most questions on how to use Eloqua, but may not be able to answer questions on WSB Templates or other design recommendations.
The documentation below, as well as the subpages of this page on the wiki, are for WSB specific needs, such as using our custom templates, as well as some of our team's guidelines. The WSB Web Team can be reached at webteam@wsb.wisc.edu. We aim to complete Eloqua related requests within one week of receiving your email.
Eloqua Canvas Course
Basic Eloqua training is done through the UW-Madison's Eloqua Canvas course (created by the Marketing Automation team). All new users will automatically gain access to the course. How to Request access to Eloqua.
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- References to your “Department” and “Team” refers to all of WSB. We are the biggest Eloqua user group in UW-Madison! Everything WSB users create is visible to all other WSB users.
- Please review our guidelines for file organization.
- We have custom WSB templates for you to use. Outside of the canvas course, you will not be making your own email Templates, nor will you need to use the built-in Eloqua templates.
- If you need a new custom template created, please contact the WSB web team!
- You can skim over the sections on Templates and Advanced Styling, as these are managed by the Web Team.
- When uploading contacts, your “Contact Label” should always be “WSB”
Your “email group” is usually just your department within WSB.
- Review our documentation for WSB specific rules and guidelines on email settings.
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- Open up the Firefox browser (you may need to download the most recent version). Eloqua is buggy with other browsers.
- Go to login.eloqua.com
- Ignore the sign in fields and select "Sign in with SSO or another account"
- In the "Company Name" field, type in "uwmadison" (one word, not case sensitive) and click "Sign in"
- It will redirect you to your typical wisc.edu login, where you can login as usual.
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Please wait to reference this section until after you've completed the Eloqua Canvas Training.
Finding WSB Email Templates
- Go to Assets > Emails, and click the "Create" button in the top right corner.
- A sidebar will appear on the right side of your screen, where you can name your email and fill out other details (feel free to skip preview text/subject for now). Click Continue.
- A bunch of template options will appear. Go to the "All" tab, then open the WSB Templates folder (sorting alphabetically by Name can help you find it).
- Next you'll see a bunch of folders of the departments within WSB. Select your department, and from within you should be able to pick the appropriate template.
- Once you select your template, you're ready to start editing!
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Editing Your Email
WSB email templates are designed to include everything you need- and a lot of what you don't. You will probably be deleting most sections of your email, keeping only the parts you need for that particular email send.
Do not delete or edit the headers and footers of your email! These are all branded elements.
Review the Email Template Breakdown to learn about each part of the WSB custom template.
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Common Pitfalls/ Things to be careful of:
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If you want to have a personalized greeting in your email, such as "Dear First Name", you can use a Field Merge to pull in that name from your Contact list.
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Just include a column in your contact list spreadsheet with the info for each contact- add a column for "First Name" and a column for "Last Name" (if you're including that) before you upload your contact list.
Then, in a text box in your email, click the Field Merge icon.
Double click "!Contact First Name" from the left sidebar. It will insert a bright, highlighted chunk of text. You can test to see if it works by previewing your email as different members of your contact list.
Keep in mind that updates to the person's contact happen across all of UW-Madison, so another school or department might override what you uploaded. This is usually fine, but they may not know your contact's preferred name, or they may upload the name in all caps, with a typo, etc. If you would need to upload your own data that is private and specific to WSB for customization or segmentation, you may want to use a custom data object or CDO. To find out more about CDOs, please contact us for assistance. Here's the CDO example template: custom-data-object-example |
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