The Personalization Manager Cloud Action gives you complete control to target the desired Contacts with personalized communications via Email, Landing Pages, or SFTP export based on the criteria rules and grouping logic you set.
Tip - Create your related email or landing page asset first
To enable email or landing page personalization channels, the email or landing page must exist as an asset in Eloqua in order for you to select it in the Cloud Action. If you intend to enable either of these channels, it is recommended to first create and save the email or landing page asset and give it a relevant filename before continuing to configure the Cloud Action.
Within the Eloqua Campaign Canvas or Eloqua Program Canvas, find the Personalization Manager Cloud Action in the Actions menu area. Double-click on or drag the Personalization Manager Cloud Action onto your canvas workspace.
To begin the configuration of the app, double-click on the app step on the canvas. When you click on the configuration button (), a new frame will open with configuration settings. Select your desired Eloqua Custom Object that should be used for processing and personalization.
Next, choose your processing preference. By default, the app does not reprocess CDO records that have been previously processed by the same campaign. This allows contacts to be processed by the campaign on an ongoing basis without fear of resending duplicate data. However, you can alter this behavior if you wish as the app has three settings for processing CDO records:
- Process New Records Only (Default) - This option will ignore CDO records that have been previously processed by this Personalization Manager Action step. This allows campaigns to be configured to run the same contact through it multiple times and only include new CDO records without resending duplicate information from CDO records previously processed. This is the default, recommended setting for most use cases.
- Process New and Updated Records - This option works identically to the first option, with one small difference. The app will include CDO records that have been modified since the last time they were processed by the Action step in addition to the new CDO records.
- Process All Records - This option removes the safeguards from the first two options and will include all CDO records that match the selection criteria, regardless of their status of being processed in previous runs. This setting is most commonly used in testing circumstances but should be utilized with caution.
Please note: with any of these three setting configurations, a contact that enters the Personalization Manager Action step with no CDO records that match the selection criteria will error in the Action step.
Next, set the desired selection criteria by choosing the custom object field, comparison logic, and match value to narrow down your record selection.
To add additional criteria, simply click the Add button. To remove a criteria, click the trashcan () icon. To completely remove your criteria rules and start over, click the Reset button.
Once you have your desired criteria, set your grouping logic. Use the Simple grouping logic to group your criteria rules using AND or OR logic.
Alternatively, use the Complex grouping to specify more advanced logic.
Optionally, if you would like to process Custom Object "Contacts" in a specific order, you can add one or more Custom Object fields in ascending or descending order. This feature is primarily used in conjunction with the SFTP Export File in Step 3 - Content Personalization.
If no Processing Order is set, the records, by email address, will be processed from most recent to oldest based on Custom Object Last Modified Date. Drag the fields to change the order in which they should be applied. Click Continue.
Updated 26 days ago