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titleUpdated Training Documentation

As of December 2025, basic Eloqua training will be done through UW-Madison's Eloqua Canvas course. All new users will automatically gain access to the course.

Please review our notes on the canvas training before taking it.

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

The training document below will outline outlines WSB-specific Eloqua training. It is currently in progress, so apologies for any confusion.

Quick Links

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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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Expand
titleView detailed instructions on finding templates (with screenshots)
  1. Go to Assets > Emails, and click the "Create" button in the top right corner.
  2.  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.
  3. 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).
  4. 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.
    1. Most departments have at least a "generic gray" and "generic red" template. You may also have templates for specific emails, such as a newsletter template, an event invite template, etc. 
    2. If you do not have a template, please reach out to webteam@wsb.wisc.edu with your template needs and we will make one for you!
  5. Once you select your template, you're ready to start editing!

Editing Your Email

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:

View file
nameEloqua-blocks-demo.mp4
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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.

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