Eloqua Checklist


Below checklist will help you to verify the built draft Email is ready for UAT. The checklist is divided into module categories and issues are categorized based on its impact (M1-Major; M2-Minor).


QA Checklist – Emails

Index

Image Category: Q1 Content Category: Q2 Link Category: Q3
Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. No Broken images Yes No
3. Showcase image matches the offer type Yes No
4. Relevant alternate/alt text to all images No Yes

Content Category: Q2 M1 M2
1. Correct Subject Line, From Name & Reply-to address and Custom Pre-Header Text/Preview Text
Best Practices:
Subject Line within character limits of 72
From Name within character limits of 40
Default reply-to email address is 'replies@oracle-mail.com'		 Yes No
2. Top-line message (View this message in a Web browser) present in all emails and hyperlinked to an online version Yes No
3. Personalization* included when provided
*Do not include personalization in online version		 Yes No
4. Greetings (like Dear Customer,) retained in online version as provided No Yes
5. No Content repetition/missing/mismatch against requirement Yes No
6. Precise Event Details (date, time & venue) Yes No
7. Eloqua Settings showing same values in 'From' and 'Reply-to' fields No Yes

Link Category: Q3 M1 M2
1. Links directing to right destination Yes No
2. No tracking of Email IDs Yes No
3. No Target code blank in mailto tags No Yes
4. All links will open in different tab No Yes

Template and Formatting Category: Q4 M1 M2
1. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes
2. Appropriate formatting of text in the Content (no extra spacing between words, letters, sentences, paragraphs, no extra punctuations) No Yes
3. Email Stage field in asset properties should have correct values selected (for nurture emails only) No Yes

Tracking Category: Q5 M1 M2
1. All links are Eloqua tracked
No tracking of Email IDs and anchor links		 Yes No
2. Eloqua > Actions > Settings > Enable Email Tracking checkbox is checked Yes No
3. Eloqua -> Actions -> Manage Links -> 'Oracle' link checkbox to be unchecked Yes No
4. Unsubscribe link not Eloqua tracked Yes No
5. Tracking with correct channel, Program code & Referring program code used Yes No
6. Tracking with Right levels (level 1, level 2, level 3) selected No Yes
7. Footer links not Eloqua tracked No Yes

Process Category: Q6 M1 M2
1. All offers/assets are in WCC path
WCC: webfolder/dms/prod/docs/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. Ethics Disclosure (Disclaimer) inclusion:
Every Inperson Invitation – “YES”
Webinar Event - "YES" (only if gifts are involved)
Save-The-Date, Third Party/Partner Event – “NO”		 Yes No
3. Focus on key areas like Event date/time/year, agenda timings, headline, word ‘Oracle’ (irrespective of discrepancies introduced by requester) Yes No
4. Registrations not captured through Email ID/Telephone Number Yes No
5. Appropriate Footer type used Yes No
6. Google map link pointing correct location Yes No
7. Tracking parameters to be used for nurture requests:
baselink+&scr1 for landing page
baselink+?source for OCOM page & Certain event
baselink+?sourceType for Signup pages		 No Yes
8. All non-English language element translations are referred from Master Translation Reference File
https://www.oracle.com/webfolder/s/delivery_production/ops/Certain-Eloqua-StdTranslation.xlsb		 No Yes
9. Adhering to Oracle style guide to maintain consistency and branding standards
https://docs-uat.us.oracle.com/en/sptest/osgxx/introduction-style-guide.html		 No Yes

QA Checklist – Engage Email

Index

Image Category: Q1 Content Category: Q2 Link Category: Q3 Template and Formatting Category: Q4
Tracking Category: Q5 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. No Broken images Yes No
3. Relevant alternate/alt text to all images No Yes
Content Category: Q2 M1 M2
1. No Content repetition/missing/mismatch against requirement Yes No
2. Appropriate Personalization and Signature used(Signature is not edited) Yes No
3. Content is a plain text(use of header and footer image is now allowed) Yes No
4. Correct Subject Line used
Best Practices:
Subject Line within character limits of 72 to ensure seamless rendering in all devices		 Yes No

Link Category: Q3 M1 M2
1. Links directing to right destination Yes No
2. Correct email ID used Yes No

Template and Formatting Category: Q4 M1 M2
1. Appropriate text wrapping No Yes
2. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes
3. Right spacing between the content text box and signature (to avoid problems with email servers that do not show text content if the signature is too close to the text box) No Yes

Tracking Category: Q5 M1 M2
1. All links in body content (exception email ID) are Eloqua tracked Yes No
2. Eloqua > Actions > Settings > Enable Email Tracking checkbox is checked Yes No

Process Category: Q6 M1 M2
2. Email Group selected is in respective language 'Engage-[languagename]' No Yes
3. Online files uploaded to Oracle Content and Experience (OCE) No Yes
4. Final asset URL format is https://go.oracle.com/LP=17721?inst=orcl&engtemp=< emailassetid=""> No Yes
5. Engage Template name not exceeding more than 40 characters with no hyphen or spaces No Yes
6. Asset saved in format, Region_Pillar_Team_Program_OfferType_FileName_Language_ExpDate No Yes
7. Developed asset adhering to Oracle Style guidelines

https://docs-uat.us.oracle.com/en/sptest/osgxx/introduction-style-guide.html		 No Yes

QA Checklist – Newsletter

Index

Image Category: Q1 Content Category: Q2 Link Category: Q3
Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. No Broken images Yes No
4. Relevant alternate/alt text to all images No Yes

Content Category: Q2 M1 M2
1. Correct Subject Line, From Name & Reply-to address and Custom Pre-Header Text/Preview Text
Best Practices:
Subject Line within character limits of 72
From Name within character limits of 40
Default reply-to email address is 'replies@oracle-mail.com'		 Yes No
2. Top-line message (View this message in a Web browser) present in all emails and hyperlinked to an online version Yes No
3. Personalization* included when provided
*Do not include personalization in online version		 Yes No
4. Greetings (like Dear Customer,) retained in online version as provided Yes No
5. No Content repetition/missing/mismatch against requirement Yes No
6. Eloqua Settings showing same values in 'From' and 'Reply-to' fields No Yes

Link Category: Q3 M1 M2
1. Links directing to right destination Yes No
2. No Target code blank in mailto tags No Yes
3. All links will open in different tab
 No Yes

Template and Formatting Category: Q4 M1 M2
1. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes
2. Appropriate formatting of text in the Content (no extra spacing between words, letters, sentences, paragraphs, no extra punctuations) No Yes

Tracking Category: Q5 M1 M2
1. All links are Eloqua tracked
*No tracking of Email ids and anchor links		 Yes No
2. Eloqua -> Actions -> Manage Links -> 'Oracle' link checkbox to be unchecked Yes No
3. Eloqua > Actions > Settings > Enable Email Tracking checkbox is checked Yes No
4. Unsubscribe link not Eloqua tracked Yes No
5. Tracking of base links created as per generator Yes No
6. Tracking with Correct Channel, Program code and Referral code selected in tracking link Yes No
7. Tracking with Correct selection of levels in tracking link No Yes
8. Footer links not Eloqua tracked No Yes

Process Category: Q6 M1 M2
1. Appropriate Footer type used
Newsletter with audience derived from CXD (through OUL or LRT or CPV) - Email generic footer
Newsletter with subscribers base - Dedicated newsletter footer
Newsletter with subscribers base but do not have specific footer - Newsletter generic footer		 Yes No
2. Focus on key areas like Event date/time/year, agenda timings, headline, word ‘Oracle’ (irrespective of discrepancies introduced by requester) Yes No
3. Adhering to style guide to maintain consistency and branding standards
https://docs-uat.us.oracle.com/en/sptest/osgxx/introduction-style-guide.html		 No Yes

QA Checklist - Eloqua Campaign Canvas

Process Category: Q6 M1 M2
1. “Allow contacts to enter the campaign more than once” is unchecked Yes No
2. “Add members regularly until campaign is deactivated” option is checked Yes No
3. Correct Shared list is associated Yes No
4. Correct email scheduling is set with right time, day and time zone Yes No
5. Correct evaluation period is set for the clicked email as per the Visio diagram Yes No
6. Correct Wait period is set as per the Visio diagram Yes No
7. All the relevant assets are placed in the canvas Yes No
8. Correct file names are provided for all the assets in the canvas Yes No
9. Element “Form (reporting only)” is placed in canvas if LP is associated Yes No
10. No Thank you emails are scheduled Yes No
11. Relevant Segment and program name are provided Yes No
12. Reporting Starts On is same as activation start date (launch date) Yes No
13. Standard naming convention is followed, when contacts moving from one canvas to other Yes No
14. Relevant Step Name are provided for all the assets in the canvas No Yes
15. Campaign Time zone and campaign start and end date are set as per region No Yes

QA Checklist – Oracle Social Network

Index

Process category: Q6

Process category: Q6 M1 M2
1. Canvas > Form > Choose a form or create a new one, dropdown field displaying correct form name

System - Social Facebook Form for Facebook
System - Social LinkedIn Form for LinkedIn
System - Linked-In Demo Request for LinkedIn Demo		 Yes No
2. Canvas > Facebook or LinkedIn Lead Gen Forms > Social Network Form Name as given in Portal

APMK180513P00051_ASEAN_19Q1_FM_Volume_Tech_webinars & Social media		 No Yes
3. Canvas > Facebook or LinkedIn Lead Gen Forms > Edit, displaying
a) respective Social Network Account Name and form name as provided in Portal

Oracle_FY19_EMEA/APAC_PaidSocial_Zenith_PC (Account Name)
ODPTech_LandingPad1_Q1FY19_India_ASEAN_ANZ (Form Name)

b) Lead Data field values equally mapped with Eloqua Contact Fields with 'Work Email to Email Address' & 'Personal email to LM_Audience

c)Canvas > Cloud Feeder Configuration > Form Mapping > '+Add Form Mapping' not to be displayed
d) Sync 'Frequency field set to 15 minutes' & 'Until field set to one year ahead'
 Yes No
4. Canvas > Form Submit, displaying
a) step name with respective social network form name as per Portal

ODPTech_LandingPad1_Q1FY19_India_ASEAN_ANZ

b) checkbox ‘Automatically route contacts with errors from the Cloud App’ unchecked
c) on editing,

i) Eloqua Form displaying respective Oracle Social Network form name

System - Social Facebook Form for Facebook
System - Social LinkedIn Form for LinkedIn
System - Linked-In Demo Request for LinkedIn Demo

ii) Form Field values equally mapped with Contact Fields
iii) Work Email Address mapped with LM-AUDIENCE
iv) Personal Email Address mapped with Email Address
v) elqCampaignId field with correct value
vi) cmid field displaying ‘static’ along with correct program code as per Portal
vii) Notes field displaying ‘static’ along with
Page Name – Form Name (Facebook)
Ad Account Name – Form Name (LinkedIn)
*If the notes field exceeds character limits of 100, then use only the 'Social Network Form' name
*If Account name is provided in numeric format, use 'Social Network Form' name in the canvas

viii) Marketing Opt-in field set to None (if in Cloud Feeder Configuration this field does not show up)
Marketing Opt-in set to Marketing Opt-in (if in Cloud Feeder Configuration field 'Yes, send me marketing communications on Oracle Products, Services and Events = Marketing Opt-in')

ix) RESPONSE_TYPE field displaying ‘static’ along with respective Form Name

LinkedIn Lead Gen Ad for LinkedIn
Facebook Lead Gen Ad for Facebook
Linked-In Demo Request for LinkedIn Demo

x) No space introduced before or after the field values

 Yes No
5. Canvas > Campaign Settings (RHS) >
a) Campaign start date = immediately/custom date
b) Campaign end date = 1 year/Custom Date = 1 year ahead
c) "Allow contacts to enter the campaign more than once” is unchecked (but this option should be checked in case of multiple form set ups in a single canvas)		 Yes No
6. LinkedIn form with Salesperson field added and mapped to None
Values will be entered only if salesrep emailID is provided by requester		 Yes No
7. Credentials authentication for
Facebook - Alex Jules Stolarski: Oracle Inc
Linkedin - Oracle Corporation		 Yes No
8. Form Feeder fields rightly mapped
Email Address, First Name, Last Name,Country, Job Title, Company, Phone Number, Zip Code (or) City		 Yes No

QA Checklist – Landing Page

Index

Image Category: Q1 Content Category: Q2 Link category: Q3
Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extension
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. No Broken images Yes No
4. Relevant alternate/alt text to all images No Yes

Content Category: Q2 M1 M2
1. No Content repetition/missing/mismatch against requirement Yes No
2. Thank You email with correct Subject Line and From Name
Best Practices:
Subject Line within character limits of 72
From Name within character limits of 40		 Yes No

Link Category: Q3 M1 M2
1. Links directing to right destination Yes No
2. No tracking of Email IDs No Yes
3. No Target code blank in mailto tags No Yes
4. All links will open in different tab No Yes

Template and Formatting Category: Q4 M1 M2
1. Appropriate formatting of text in the Content (no extra spacing between words, letters, sentences, paragraphs, no extra punctuations) No Yes
2. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes

Tracking Category: Q5 M1 M2
1. All links without Eloqua tracking in both Welcome & Thank You pages Yes No
2. All links Eloqua tracked in Thank You Email Yes No
3. Social share links tracked and redirecting to correct social pages Yes No
4. Tracking with Correct channel, Program code & Referring program code used Yes No
5. Tracking with Right levels (level 1, level 2, level 3) selected No Yes

Process Category: Q6 M1 M2
1. All offers/assets are in WCC path
WCC: webfolder/dms/prod/docs/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. Welcome page script carrying correct variables
BASEURL, LPid, redirRUL, elqCampaignId, cmid, formType, thankYouEmail, isSurvey, CompanySize, formHtmlName		 Yes No
3. Form submission for all Gated assets Yes No
4. No Form submission for all ungated assets Yes No
5. Thank You page script carrying correct variables (formURL, elqCampaignId) Yes No
6. All non-English language element translations are referred from Master Translation Reference File
https://www.oracle.com/webfolder/s/delivery_production/ops/Certain-Eloqua-StdTranslation.xlsb		 No Yes
7. Developed asset adhering to Oracle Style guidelines
https://docs-uat.us.oracle.com/en/sptest/osgxx/introduction-style-guide.html		 No Yes

Eloqua CIF forms

Index

Image Category: Q1 Content Category: Q2 Link Category: Q3
Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. No Broken images Yes No
3. Relevant alternate/alt text to all images No Yes

Content Category: Q2 M1 M2
1. Content repetition/missing/mismatch against requirement Yes No
2. All form fields updated as per Request Document/Template Builder Yes No
3. Relevant and no truncation of browser title No Yes

Link Category: Q3 M1 M2
1. CTA directing to right destination Yes No

Template and Formatting Category: Q4 M1 M2
1. Appropriate formatting of text in the Content (no extra spacing between letters, words, sentences, paragraphs, no extra punctuations) No Yes

Tracking Category: Q5 M1 M2
1. Appropriate tracking added to all the links present Yes No

Process Category: Q6 M1 M2
1. Country disclaimer validation
-Korea(the Republic of)/Philippines/Turkiye/Japan/Kenya/Nigeria/China
-Country listing with inclusion of 'Eswatini'
-Embargoed Country listing with Exclusion of 'Belarus, Cuba, Democratic People's Republic Of Korea, Iran - Islamic Republic Of, Netherlands Antilles, Russian Federation, Syrian Arab Republic, Venezuela'		 Yes No
2. Mandatory fields validated
*Default mandatory fields - Email ID and Country		 Yes No
3. Mandatory field label carries asterisk mark Yes No
4. Below Welcome Page script variables carrying correct values
var countryCode, var languageCode, var LanguageName, var elqCampaignID, var cmid, var LPid, vardlang, var pageid, var WelcomeURL, var ThankyouURL, based on requirement (var gendisclaimer, var coHost, var genSponsor, var Hackathon, var zoomMeeting, var govempValidate) values, var autoCountrySelect='yes'(default)		 Yes No
5. Site Catalyst Code script included Yes No
6. Form submit data verified in Eloqua Yes No
7. Form – With Lead Flow
* Eloqua > Respective Form Name > Processing Step > Below elements are correctly configured
a. Update Contacts - With Custom Value field mapped as follows:
  • Last Form Submit Date - A Datestamp applied
  • Last Submitted Form Name - form name of CIF
  • Salesperson - set to blank
  • Lead Description - set to blank
  • Registrant No Lead Flow - set to blank
  • Response Type - set to blank
  b. ‘Update Contacts - With Form Data’ showing correct mapping of form fields with contact fields
  c. ‘Add to Program Builder’ with general settings showing below mapping:
  • Choose a Program - “SYSTEM - 100 - Master Entry”
  • Choose a Program Step - “Step Moved down!” 		Yes No
8. Form – Without Lead Flow
* Eloqua > Respective Form Name > Processing Step > Below elements are correctly configured
a. ‘Update Contacts - With Custom Value’ is mapped as follows:
  • Last Form Submit Date - A Datestamp applied
  • Last Submitted Form Name - set to blank
  • Salesperson - set to blank
  • Registrant No Lead Flow - set to blank
  • Response Type - set to blank
  • Is Response - set to '0'
b. Update Contacts - With Form Data showing correct mapping of form fields with contact fields
c. Add to Program Builder removed 		Yes No
9. Form saved in Business Folder/Non-Marketing Flow Low Engagement Yes No
10. Form CTA link directing to right destination Thank you page
* Eloqua > Respective Form Name > Processing Step > Redirect to Web Page > Send to an External URL radio button selected with below mapping:
  • Choose how the destination URL is selected - Use the value of a form field to select the URL
  • Choose a form field - 'Destination/Thank you page URL'
 		Yes No
11. Auto-response email received based on requirement
* Eloqua > Respective Form Name > Processing Step > Send Submitter an Email with general settings showing below mapping:
  • Choose how the email to be sent is selected - 'Always send same email'
  • Choose an email - Appropriate TYEM execution file name
 		Yes No
12. Form Settings with Spam Protection 'On' No Yes
13. CIF supporting Shipping Questionnaire
a. Form saved in local regional folder
b. Form->Processing->'Update Contacts - With Form Data' element removed (aids in not flowing the data to CXD)
c. Email and Country fields are mandatorily added
d. Country disclaimers and Marketing Opt-in statements verified 		Yes No

ELOQUA SURVEY FORMS

Index

Tracking Category: Q5 Process Category: Q6

Tracking Category: Q5 M1 M2
1. Appropriate tracking used for all the links Yes No

Process Category: Q6 M1 M2
1. Country disclaimer validation
-Korea(the Republic of)/Philippines/Turkiye/Japan/Kenya/Nigeria/China
-Country listing with inclusion of 'Eswatini'
-Embargoed Country listing with Exclusion of 'Belarus, Cuba, Democratic People's Republic Of Korea, Iran - Islamic Republic Of, Netherlands Antilles, Russian Federation, Syrian Arab Republic, Venezuela'		 Yes No
2. Mandatory fields validated
*Default mandatory fields - Email ID and Country		 Yes No
3. Mandatory field label with asterisk mark Yes No
4. Site Catalyst Code script included Yes No
5. Below Welcome Page script variables with correct values
BASEURL, LPid, redirRUL, elqCampaignId, cmid, formType, thankYouEmail, language_value, onDemandPP, isSurvey, CompanySize, formHtmlName		 Yes No
6. Below Survey Page script variables with correct values
var welcome_lpid, var LPid and form method name		 Yes No
7. Below Thank You Page script variables with correct values
formURL, elqCampaignId		 Yes No
8. Form submit data verified in Eloqua Yes No
9. Form Settings with Spam Protection 'On' No Yes

QA Checklist – Zoom Webinar

Index

Image Category: Q1 Content Category: Q2 Link Category: Q3
Template and Formatting Category: Q4 Tracking Category: Q5 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. No Broken images Yes No
3. Relevant alternate/alt text to all images No Yes
Content Category: Q2 M1 M2
1. Event pages with correct Event Date, Time and Time Zone Yes No
2. No content repetition/missing/mismatch against requirement Yes No
Link Category: Q3 M1 M2
1. Links directing to right destination Yes No
2. No tracking of Email IDs No Yes
3. No Target code blank in mailto tags No Yes
4. All links will open in different tab No Yes
Template and Formatting Category: Q4 M1 M2
1. Appropriate formatting of text in the Content (no extra spacing between letters, words, sentences, paragraphs, no extra punctuations) No Yes
Tracking Category: Q5 M1 M2
1. Tracking of base links created as per generator Yes No
2. Correct Channel, Program code and Referral code selected in tracking link Yes No
3. Correct selection of levels in tracking link No Yes

Process Category: Q6 M1 M2
1. Registration Types:
Standard – Welcome Page -> Thank you Page -> Confirmation Email (from zoom system) -> Reminder Email (from zoom system) -> Post Event Thank you Email (based on requirement) & Post Event Sorry Email (based on requirement)

Monitored – Welcome Page -> Thank you Page -> Pending Email (from Eloqua) -> Confirmation Email (from zoom system) -> Reminder Email (from zoom system) -> Post Event Thank you Email (based on requirement) & Post Event Sorry Email (based on requirement) 		Yes No
2. Welcome page script variables carrying correct values
- var endDate=new Date("eventdate")
- onDemandStartDate=Date.parse(new Date("")); date to be set 3 months ahead (based on requirement)
- var redirURL = "Thankyou page url"
- var thank you email = “0”(standard registration) or “thank you email ID” (monitored registration)
- var BASEURL = "Welcomepage url"
- var LPid
- var elqCampaignId
- var cmid
- var formType = "8"
- var isSurvey="Yes"; if survey included
- var CompanySize="NO"(based on requirement)
- var campStepId = "Eloqua Webinar setup ID” e.g., var campStepId = "297059” (exception for survey integration: var campStepId = 0)
- var addlDisc = Data sharing disclosure (based on requirement)
 		Yes No
3. CIF form link appended with Eloqua campaign ID of Zoom Webinar Main Canvas Yes No
4. Data Sharing Disclosure displaying in the registration form based on requirement Yes No
5. Below Thank You Page script variables carrying correct values
- var formURL, var elqCampaignId 		Yes No
6. Zoom Recorded Webinar with
-formHtmlName = "zoomondemandform"
-var formType = "either progressive or 8 field" (based on requirement)
-YouTube/Video Hub, BrightCove, Video ID or URL updated in Thank you page and Thank you email
 		Yes No

Main Canvas

Process Category: Q6 M1 M2
1. Options -> Campaign Fields -> Custom Fields showing correct flow of values from MRM Yes No
2. Welcome & Thank You Page elements placed containing respective asset file name and LP URL Yes No
3. Pending email (in case of monitored registration) element placed containing correct asset file name Yes No
4. Form (reporting only) with ‘System_Zoom_Live_Registration_Form’ segment Yes No
5. Campaign settings with:
-Campaign start date set to immediately
-Campaign End date set to 1 year (ahead of event date)
-Allow contacts to enter the campaign more than once is checked 		Yes No

Zoom Webinar Register Canvas (Channel Code 1 Canvas)

Process Category: Q6 M1 M2
1. Options -> Campaign Fields -> Custom Fields showing correct flow of values from MRM Yes No
2. Zoom Register Action -> Configure Registration Action fields showing below fields with correct values
- Zoom Credential: Select default
- Event Type: Select Meeting / Webinar
- Event ID: Webinar ID
- Title: Job Title
- Company: Organization
- Oracle Sales Cloud Last Campaign Id: Address 		Yes No
3. Campaign settings with:
-Campaign start date set to Immediately
-Campaign End date set to 1 year (ahead of event date)
-Allow contacts to enter the campaign more than once is checked 		Yes No
4. Below steps configured to help route the contacts when stuck in feeder:
-Zoom Register Action -> Routing -> 'Automatically route contacts with errors from cloud app' is checked with a target wait of 0.5 hr		 Yes No
5. Channel Code Details and Main Program Details in MRM showing same Response Channel value No Yes

Post Event Canvas (Channel Code 2 Canvas)

Process Category: Q6 M1 M2
1. Options -> Campaign Fields -> Custom Fields showing correct flow of values from MRM Yes No
2. Form (reporting only) ‘System_Zoom_Attendee_Form’ & ‘System_Zoom_NoShow_Form’ being placed Yes No
3. Zoom Attended Feeder on editing showing correct field mapping as in below:
• Zoom Credential - TJ Rosenthal: Zoom Admin
• Event Type - Meeting / Webinar (depending on your event type)
• Event ID - Webinar ID
• Store Attendance Data in - Custom Object
• Select Custom Object to store data in - Zoom Feeder - Attended CDO
• Email Address Field (on Custom Object) - Email Address
• Zoom fields mapped to the corresponding Eloqua fields
 Email - Email Address
Join Time - Lead Description
Leave Time - Lead Description
Polling - Lead Description
Q&A - Lead Description
Total Duration - Lead Description
 • Zoom fields mapped to the corresponding Custom Object fields
 Event ID + (Email) - Unique Code
Email - EmailAddress
Join Time - Join Time
Leave Time - Leave Time
Total Duration - Total Duration
Polling - Polling
Q&A - Q&A
Event Type - Event Type
Event ID - Event ID
 • Run Every - 6 hours
• Until - Event End Date & Time + 1 Day 		Yes No
4. Form Submit for ‘Yes’ condition with step name 'Attended Form Submission' and Wait set to 3 months. Connected to email asset for Post Event Thank You Email (if required, and the wait period removed) Yes No
5. Attended Form Submission on editing showing correct field mapping as in below;
Eloqua Form - System_Zoom_Attendee_Form
Email Address - Email Address
elqCampaignID - campaign ID of Zoom Webinar main Canvas
cmid - Static, program code (not channel code)
RESPONSE_TYPE - Static, iSeminar Webshow Attended
SOURCE_Name - Static, Zoom
Lead Description - Lead Description

*Attendee Segment is manually uploaded
   Lead Description - None
   Allow contacts to enter the campaign more than once - checked

*Contact fields with 'no' space before and after the values
 		Yes No
6. No Show Segment with 'Add members once when the campaign is first activated' checked and on editing showing:
• Zoom Registered filter as ‘Included’ - Has Linked Contact in Custom Object light box displaying ‘Zoom Registered’ and cmid equal to your event program code
• Zoom Attended filter as ‘Excluded’ - Has Linked Contact in Custom Object light box displaying ‘Zoom Attended’ and cmid equal to respective canvas channel code 		Yes No
7. Form Submit for 'No' condition with step name 'No Show Form Submission' and Wait period set to 3 months. Connected to email asset for Sorry Email (if required) Yes No
8. No Show Form Submission on editing showing correct field mapping as below:
-Eloqua Form - System_Zoom_NoShow_Form
-Email Address - Email Address
-elqCampaignID - Static, campaign ID of Zoom Webinar main Canvas
-cmid - program code (not channel code)
-RESPONSE_TYPE - Static, iSeminar Webshow Not Attended
SOURCE_Name - Static, Zoom		 Yes No
9. Post Event Emails with correct asset file and Sending Options showing
-'Send email to master exclude members' checked
-'Send email to unsubscribed members' checked		 Yes No
10. Campaign settings with:
-Campaign start date set to ‘Event date, Event Time + 1hr & Event Timezone’
-Campaign End date set to 1 year ahead from event date
-Allow contacts to enter the campaign more than once is unchecked		 Yes No

Zoom Eloqua Confirmation & Reminder setup

Process Category: Q6 M1 M2
1. Registration CTA Button in Confirmation and Reminder emails are correctly configured using zoom connector - Eloqua -> Confirmation Email/Reminder Email
* CTA Button -> Cloud Content Configuration on double click showing below mapping:
a. Zoom Credential - TJ Rosenthal: Zoom Admin
b. Event Type - Meeting / Webinar (depending on your event type)
c. Event ID – as per Portal
d. Join URL Link text - <span style="text-decoration:none !important; font-family:'Oracle Sans', Noto Sans, Helvetica, Arial, Sans; color:#ffffff;" class="tmpLink">Watch the webinar</span>
e. Registration URL – Welcome page URL
f. Registration URL Link Text - <span style="text-decoration:none !important; font-family:'Oracle Sans', Noto Sans, Helvetica, Arial, Sans; color:#ffffff;" class="tmpLink">Register Now</span> 		Yes No
2. Registration CTA Text Link in Confirmation and Reminder emails are correctly configured using zoom connector - Eloqua -> Confirmation Email/Reminder Email
* CTA Text link -> Cloud Content Configuration on double click showing below mapping:
a. Zoom Credential - TJ Rosenthal: Zoom Admin
b. Event Type - Meeting / Webinar (depending on your event type)
c. Event ID – as per Portal
d. Join URL Link text - <span style="text-decoration:none !important; font-family:'Oracle Sans', Noto Sans, Helvetica, Arial, Sans; color:#161513;" class="tmpLink">Watch the webinar</span>
e. Registration URL – Welcome page URL
f. Registration URL Link Text - <span style="text-decoration:none !important; font-family:'Oracle Sans', Noto Sans, Helvetica, Arial, Sans; color:#161513;" class="tmpLink">Register Now</span> 		Yes No
Main Program code Canvas
1. Options -> Campaign Fields -> Custom Fields showing correct flow of values from MRM Yes No
2. Associated Welcome Page and Thank you Page elements placed containing correct asset file name and page URL Yes No
3. Welcome page source with var thank you email = “0” Yes No
4. Form (reporting only) with ‘System_Zoom_Live_Registration_Form’ Yes No
5. Registrants Segment > ‘Add members regularly until campaign is deactivated’ is checked Yes No
6. Registrants Segment > edit > Filter Criteria > Has Linked Contact in Custom Object > light box showing ‘Zoom Registered’ and cmid equal to respective event program code Yes No
7. Sent Confirmation Email compare object with evaluation period set to ‘0’ Yes No
8. Sent Confirmation Email true condition connected to a first Wait that is set to exactly 1 day before 'event start date, time & timezone' (or based on requirement) Yes No
9. First wait connected to a Compare Date object that is set to evaluate 1 day before 'event start date, time & timezone' + 10 minutes (or based on requirement) Yes No
10. Compare Date Object true condition connected to a 1st Reminder and moved to a Wait set 1 hour before the 'event start date, time & timezone to receive 2nd reminder (or based on requirement) Yes No
11. ‘Compare Date Object' false condition connected to a Wait set to 1 hour before the 'event start date, time & timezone' to receive 2nd reminder Yes No
12. Reminder email Sending Options with:
-'Send email to master exclude members' checked
-'Send email to unsubscribed members' checked		 Yes No
13. Campaign settings with:
-Campaign start date set to immediately
-Campaign End date set to 1 year (ahead of event date)
-Allow contacts to enter the campaign more than once is unchecked		 No Yes
Zoom Webinar Register Canvas (Channel Code 1 Canvas)
1. Options -> Campaign Fields -> Custom Fields showing correct flow of values from MRM Yes No
2. Zoom Register Action -> Configure Registration Action fields showing below fields with correct values
- Zoom Credential: Select default
- Event Type: Select Meeting / Webinar
- Event ID: Webinar ID		 Yes No
3. Below steps configured to help route the contacts when stuck in feeder:
-Zoom Register Action -> Routing -> 'Automatically route contacts with errors from cloud app' is checked with a target wait of 0.5 hr
-Zoom Register Action feeder is connected to a Wait step of 0.01h and then to Confirmation email element		 Yes No
4. Confirmation email -> Sending Options with:
-’Allow emails to be re-sent to past recipients’ checked
-'Send email to master exclude members' checked
-'Send email to unsubscribed members' checked		 Yes No
5. Campaign settings with:
-Campaign start date set to Immediately
-Campaign End date set to 1 year (ahead of event date)
-Allow contacts to enter the campaign more than once is checked		 No Yes
6. Channel Code Details and Main Program Details in MRM showing same Response Channel value No Yes
Post Event Canvas (Channel Code 2 Canvas)
*Refer to all the check points under ‘Zoom Webinar Post Event Canvas (Channel Code 2Canvas)’

Recurring Webinars:

For Main Program canvas and Registration canvas refer the checkpoints that are listed under ‘Main Canvas’ & ‘Zoom Webinar Register Canvas (Channel Code 1 Canvas)’ respectively

Post Event Activities Setup

Process Category: Q6 M1 M2
1. Channel codes created specific to each day of recurring webinar Yes No
2. Individual Channel code Canvas with the below set up:
• Options -> Campaign Fields -> Custom Fields showing correct flow of values from MRM
• Form (reporting only) ‘System_Zoom_Attendee_Form’ & ‘System_Zoom_NoShow_Form’ being placed
• Zoom Attended Feeder on editing showing correct field mapping as in below:
• Zoom Credential - TJ Rosenthal: Zoom Admin
• Event Type - Meeting / Webinar (depending on your event type)
• Event ID - Webinar ID
• Store Attendance Data in - Custom Object
• Select Custom Object to store data in - Zoom Feeder - Attended CDO
• Email Address Field (on Custom Object) - Email Address
• Zoom fields mapped to the corresponding Eloqua fields
 Email - Email Address
Join Time - Lead Description
Leave Time - Lead Description
Polling - Lead Description
Q&A - Lead Description
Total Duration - Lead Description
 • Zoom fields mapped to the corresponding Custom Object fields
 Event ID + (Email) - Unique Code
Email - EmailAddress
Join Time - Join Time
Leave Time - Leave Time
Total Duration - Total Duration
Polling - Polling
Q&A - Q&A
Event Type - Event Type
Event ID - Event ID
 • Run Every - 6 hours
• Until - Event End Date Time (day of recurring webinar associated with the channel canvas) + 4 Hours		 Yes No
3. Attendee Form Submission showing below mapping:
• Eloqua Form - System_Zoom_Attendee_Form
• Email Address - Email Address
• elqCampaignID - Static, campaign ID of main program code canvas
• cmid - Static, respective canvas Channel code
• RESPONSE_TYPE - Static, iSeminar Webshow Attended
• SOURCE_Name - Static, Zoom
• Lead Description - Lead Description		 Yes No
4. No Show Segment with 'Add members once when the campaign is first activated' checked and on editing showing:
• Zoom Registered filter as ‘Included’ - Has Linked Contact in Custom Object light box displaying ‘Zoom Registered’ and cmid equal to your event program code
• Zoom Attended filter as ‘Excluded’ - Has Linked Contact in Custom Object light box displaying ‘Zoom Attended’ and cmid equal to respective canvas channel code 		Yes No
5. No Show Form Submission showing below mapping::
• Eloqua Form - System_Zoom_NoShow_Form
• Email Address - Email Address
• elqCampaignID - Static, campaign ID of main program code canvas
• cmid – Static, respective canvas Channel code
• RESPONSE_TYPE - Static, iSeminar Webshow Not Attended
• SOURCE_Name - Static, Zoom 		Yes No
6. Campaign settings with:
• Campaign start date set to ‘Recurring Webinar End date, Webinar End Time + 1hr & Webinar Timezone’
• Campaign End date set to 1 year ahead from event date
• Allow contacts to enter the campaign more than once is unchecked 		Yes No

Zoom Webinar Multi-Registration

Index

Image Category: Q1 Content Category: Q2 Link Category: Q3 Template and Formatting Category: Q4
Tracking Category: Q5 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 Yes No
2. No Broken images Yes No
3. Relevant alternate/alt text to all images No Yes
Content Category: Q2 M1 M2
1. Event pages with correct Event Date, Time and Time Zone Yes No
2. No content repetition/missing/mismatch against requirement Yes No
3. Notification emails with correct From Name & Subject Line
* Default reply to email address and from name used is ‘oracle-events_ww@oracle' and 'Oracle Events Team'.		 Yes No

Link Category: Q3 M1 M2
1. Links directing to right destination Yes No
2. No tracking of Email IDs No Yes
3. No target code equal to blank in mailto tags No Yes
3. All links will open in a new tab No Yes

Template and Formatting Category: Q4 M1 M2
1. All hyperlinks in Redwood hyperlink color (#bc6c37) or blue color (#006B8F) No Yes
2. Appropriate formatting of text in the content (no extra spacing between words, letters, sentences, paragraphs, no extra punctuations) No Yes

Tracking Category: Q5 M1 M2
1. Tracking of base links created as per generator Yes No
2. Links in Notification Emails are Eloqua tracked Yes No
3. Correct Channel, Program code and Referral code selected in tracking link Yes No
4. Correct selection of levels in tracking link No Yes

Process Category: Q6 M1 M2
1. PageName variable in respective page displaying as in below;
var s_pageName = " Welcome Page:/Zoom-Webinar"
var s_pageName = "Form page:Zoom-Webinar-Progressive-Form"
var s_pageName = " Thanks Page:/Zoom-Webinar-Progressive-Form-Typage" 		Yes No
2. Below variable updated in Welcome source page
var LPid = multireg LPid; 		Yes No
3. Below variables updated in Form source page
a) var LPid = parent.LPid;
- var redirURL = TY Page url
- var submitText = 'Submit'
- var Form Type = ‘8’
-var thankYouEmail =’blank
-var elqCampaignId = "Eloqua Canvas id of multi-reg webinar";
-var cmid ="Program code of the multi-reg webinar”
-var formHtmlName = 'zoomregform'
-var countryCode = "respective country code”
-var languageCode = "respective language code"
 		Yes No
4. Below variables updated in Form source page
b) Individual Live webinars;
-btnVal = "CTA button value (example lw1, lw2, lw3)"
-var campStepId ="Value fetched from the Eloqua Canvas"
-var cmid ="Program code of the webinar"
-var redirURL = “Not required”
-var thankYouEmail= "based on registration type"
-var elqCampaignId = "Eloqua Canvas id of the respective live webinar"
-var formHtmlName = 'zoomregform'
-regType = "based on registration type" (standard, monitored)
Yes No
5. Below variables updated in Form source page
c) Individual On-Demand webinar;
-var s_pageName = " Welcome Page:/Zoom-Webinar"
-var s_pageName = "Form page:Zoom-Webinar-Progressive-Form"
-btnVal == "CTA button value (example od1, od2, od3)"
-var campStepId ="Not required"
-var cmid ="Program code of the respective webinar"
-var redirURL = “Not required”
-var thankYouEmail= "updated based on requirement"
-var elqCampaignId = "Eloqua Canvas id of the respective webinar"
-var formHtmlName = 'zoomondemandform'
-dlink ='ondemand videohub link'
-var entry_id="ID fetched from videohub.com"
-var wid="ID fetched from videohub.com"
Yes No
6. 'Resp_Event_Notification' footer used in all notification emails Yes No
7. Form submit data verified in Eloqua Yes No
8. SiteCatalyst code present in all event pages Yes No
9. Webinar pages are responsive Yes No

QA Checklist – Zoom Webinar Multi-Select Registration

Index

Image Category: Q1 Process Category: Q6

Image Category: Q1 M1 M2
1. Images in WCC path
WCC: webfolder/dms/prod/images/filename.extention
*Filename should consists only alphanumeric lowercase with only hyphen special character		 No Yes
2. Web Page banner image of size 1680px X 315px No Yes
3. Individual block with an image size of 432px X 200px No Yes

Process Category: Q6 M1 M2
1. Welcome page and Thank you page script variables with correct values:
- var LPWC = "Zoom Welcome Page LP Id"
- var LPTY = "Zoom Thank You Page LP Id"
- var thankYouEmail = "0"
- var elqCampaignId = "main canvas Eloqua campaign ID"
- var cmid = "as per Portal"
- var campStepId = "Eloqua Webinar setup ID"
-var countryCode = "respective country code"
- var languageCode = "respective language code"
- var addlDisc = "customized disclaimer" (retained empty if none)
- var tybtntxt = "thank you page On-demand video button text"
- var pageId="wc" for welcome page and "ty" for thank you page
- var zoomMeeting="yes" or "no" based on requirement
- var ora_stepNumber = "1" for WCLP
- var ora_stepNumber = "2" for TYLP
 		Yes No
2. Promoted Ondemand videos in welcome and thank you pages are in the format of videohub, youtube or brightcove
- data-vplayer = video player name (videohub, youtube or brightcove)
- data-videoid = "entry_id value" and data-wid = "wid value” (picked from respective videohub URL)
- data-videoid = video ID value (picked from respective youtube link)
- data-videoid = Brightcove id (provided by marketer)
 		Yes No
3. Site Catalyst Code script included in event pages Yes No
4. Form submit data verified in Eloqua Yes No
5. Webinar pages are responsive Yes No

Main Canvas

Process Category: Q6 M1 M2
1. Form element ‘System_Zoom_Live_Registration_Form’ placed for Live webinars and System_Zoom_Ondemand_Form for OnDemand webinars Yes No
2. Associated Welcome Page and Thank you Page elements placed containing correct asset file name and page URL Yes No
3. Campaign settings with:

-Campaign End date set to 5 year (ahead of event date)
-Allow contacts to enter the campaign more than once is checked
-Unchecked if there are Reminder Emails		 Yes No

Canvas: Channel Code 1 - Registrations

Process Category: Q6 M1 M2
1. Form element ‘System_Social_ON24_Zoom_Integration_Form’ placed Yes No
2. Standard sequencing of webinars is followed:
• Live webinars - la, lb, lc, ld
• ODready (Live webinars that get converted to OnDemand) - oa, ob, oc, od
• ODDirect (OnDemand webinars directly placed on page) - oe, of, og, oh 		Yes No
3. ‘Find Program Code Matches’ compare custom object:
- is set to “Zoom Registered - cmid - exactly - program code (refer portal)”
- true condition connected to 'Custom compare object fields' of first webinar
-false Condition connected to 'Not Matched Program code' wait period of 3 months 		Yes No
4. Individual Live Webinar event with Compare Custom Object:
-set to “Zoom-Multi-Registered – live webinar sequence value (la/lb/lc, etc. )” with Evaluation period of ‘0’ Days
-true condition connected to 'Form Submit Webinar' -> Zoom Register Action Feeder -> Wait of 0.5 hours connected to next sequence event 'Compare Custom Object Fields'
-false condition connected to next sequence event 'Compare Custom Object Fields' 		Yes No
5. Each 'Form Submit Webinar’ showing below mapping:
• Eloqua Form - System_Social_ON24_Zoom_Integration_Form
• Email Address - Email Address
• Thank You Email - None
• elqCampaignId - None
• cmid - Static, respective event program code
• src1 - SRC1
• Marketing Opt-in - Marketing Opt-in
• on24ps - None
• RESPONSE_TYPE - Static, iSeminar Webshow Registered (Live Webinar)/iSeminar Webshow Downloaded(Ondemand)
• CampStepId - None
• eventid - None
• Key - None
• WelcomeURL - Static, Welcome page URL without elqCampaignId
• Thank You url - Static, Thank you page URL without elqCampaignId
• SOURCE_Name - Static, Zoom 		Yes No
6. Each Zoom Register Action Feeder configured as in below:
-Zoom Credential: TJ Rosenthal: Zoom admin
-Event Type: Meeting / Webinar (based on event type)
-Event ID: respective event Webinar ID or Meeting ID
-Routing tab showing 'Automatically route contacts with errors from cloud app' checked with a target wait of 0.01 hours 		Yes No
7. Individual OnDemand webinar event with Compare Custom Object:
-set to “Zoom-Multi-Registered – OnDemand sequence value (oa/ob/oc, etc.)” with Evaluation period of '0' Days
-true condition connected to 'Form Submit Webinar' and respective OnDemand thank you email element connected to next sequence event 'Compare Custom Object Fields'
-false condition connected to another event 'Compare Custom Object Fields' 		Yes No
8. Last individual Live webinar/ OnDemand webinar event both True and False conditions connected to Registered Exit segment Yes No
9. Campaign settings with:
-Campaign start date set to immediately
-Campaign End date set to 5 year (ahead of event date)
-Allow contacts to enter the campaign more than once is checked		 Yes No
Post Event Canvas (Channel Code 2 Canvas)
*Refer to all the check points under ‘Zoom Webinar Post Event Canvas (Channel Code 2Canvas)’
Zoom Eloqua Confirmation & Reminder setup
*Refer to all the check points under ‘Zoom Webinar Confirmation & Reminder setup’
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