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Quick Links

• General Eloqua documentation 🡥 (UW-Madison wide)
• How to Request access » 
• Presend Checklist for WSB (UW Presend Checklist 🡥)
• 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)

Table of Contents _▼

UW-Madison vs School of Business Documentation

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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.

If you are an existing user and would like access to the Canvas course training, please fill out the Redwood Canvas Access Form.

The canvas course was created for all UW-Madison users, and we do a few things a little differently at WSB. Please refer to the documentation below for WSB specific information.

A few WSB specific notes on the canvas course: 

• 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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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.

After you've opened the email editor, you can start making edits. If you have a simple email design in mind, the options in the base template are probably sufficient. But if you have a lot of content, such as for a newsletter, you may need some more components.

You can go to the Blocks tab in the left sidebar, type in "WSB" and click and drag blocks into your email. View the 5 minute video below for a demo and overview of our custom blocks:

Do not delete or edit the headers and footers of your email! These are all branded elements.

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• Write it short and to the point. The longer the text in your email is, the less likely anyone is to read it, and the harder it is to understand. Write using Plain Language practices whenever possible.
• Add alternate text to all images. Alt text is a requirement when you use images in your email.
  • Read our tips for writing alt text »
• Keep your images between 300-1200px wide. Excessively large images can slow down your email and consume a lot of data, which is especially problematic for people with limited internet access. It also increases the odds of your email being blocked by a spam filter. 
  • View our full image sizing guide »
• Only use all caps for acronyms. Screen readers read anything in all caps letter by letter, not as a word. If you wish to emphasize text, use bold. 
• Do not use underlines unless it's for a link! Users expect underlines to be links, and it will be confusing if they are not.
• Use descriptive link text, and do not use phrases like "click here". Do not include the entire URL.
  • View our link and button guide »
• Pay attention to header hierarchy. In the case of our email templates, the H1 Header 1 is used exclusively for the department name, and after that the main headers of the email are H2sHeader 2s. H3s Header 3s should be used as subheaders of H2sHeader 2s.
  • Design note: Please don't bold headers. They are already styled to be large.
• Use sentence case for links, buttons, and headings.

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