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. 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 WSB-specific Eloqua training. It is currently in progress, so apologies for any confusion. |
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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.
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 course:Â
Your “email group” is usually just your department within WSB.
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Please wait to reference this section until after you've completed the Eloqua Canvas Training.
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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.
Review the Email Template Breakdown to learn about each part of the WSB custom template.
Your emails are required to be accessible.Â
Not just for legal/compliance reasons, but because accessible emails benefit everyone by making emails easier to read and interact with. The more accessible your email is, the more likely your audience will actually read it!Â
The following tips are just the basics, and it's recommended you take your own time to research accessibility strategies. Review campus's email accessibility guide for details beyond these tips.Â
When uploading contacts, your “Contact Label” should always be “WSB”. Please review the contact upload documentation for step by step instructions.
Excel template for contact lists: wsb-contact-upload-example.xlsxÂ
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.
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 WSBÂ 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:Â custom-data-object-example |
Once you've completed the Canvas course and reviewed the documentation above, you can start creating your first email campaign. Because you're likely to need extra assistance on your first attempt, make sure to give yourself extra time to ask for help as well as for the review process after creation. (Ideally, 1-2 weeks)Â
If you're having trouble setting up your first email, you can contact the UW Marketing Automation team at marketingautomation@wisc.edu, or for WSB-specific Eloqua questions, the WSB Web Team at webteam@wsb.wisc.edu. In addition to answering questions over email, we are also happy to set up meetings with you to walk through the process of creating your email step by step.
Once you think you've gotten everything ready on your email campaign, you will need the web team to review and activate it. Follow the steps on asking the web team to activate your emails. Most likely, you will have a few mistakes on your first email, so be ready to implement any feedback we give you(if you need additional assistance, we can set up a meeting). Once everything is set up correctly, we will activate (send) your email campaign.
Tip: If your email is partially done but is still waiting on some content, please reach out to us with what you have so far so we have enough time to give you feedback.
