Two Key Considerations When Planning Your Oracle Eloqua Training

Two Key Considerations When Planning Your Oracle Eloqua Training

Training lays the foundation for any successful Oracle Eloqua team. This is as true for users of a new instance as it is for those entering a long-established database. Training and onboarding plans are also critical regardless of current need. Turnover and new hires happen on a regular basis, which makes having a training plan important to ensure ongoing knowledge. There are any number of options to learn the ins and outs of the platform and train your team, but the decision ultimately comes down to 2 key factors: delivery method and documentation.

Training Delivery

Self-Guided

The lowest-cost delivery method can also be the most flexible. Self-guided training happens at a time and place set by the learner. This eliminates scheduling conflicts and means the learner can work at their own pace. With sufficiently detailed exercises, thorough supporting documentation and automated instruction, the learner can gain confidence in their Oracle Eloqua environment and quickly pick up the basics of the platform.

However, depending on the complexity of the instance, a learner might not be able to master tasks on their own. This could leave the learner frustrated, or result in a user deciding to just “get things over with” to finish training without grasping the nuances of a particular exercise.

Live Online

When a new hire or remote employee begins working with Oracle Eloqua, it might not be practical to have a current team member introduce them to the system. In these cases, online training with a live instructor can help learners get up to speed quickly. 

These sessions, usually 3 or 4 hours each, focus on particular tools in Oracle Eloqua, such as the email or form editor. This compartmental design means a learner can focus only on those parts of the platform they’ll use. 

Many training services, such as Oracle University, offer lessons in quick succession, so a learner can complete the needed exercises in a few weeks. 

If your team doesn’t have a sandbox (non-production) instance of Oracle Eloqua for tests and training, an online service can offer peace of mind. Learners use an instance owned by the trainer, eliminating the chance of a training exercise affecting your live database.

Keep in mind, though, that the online instructor doesn’t know your internal processes. Topics such as naming conventions, required fields, and other system governance must be covered in-house.

Live In Person

Face-to-face sessions encourage interaction between trainer and learner. The trainer(s) can see firsthand whether learners are grasping the concepts, and draw out their concerns. Learners might also feel more comfortable if they can give non-verbal signals when they need help, rather than asking a question out loud. 

Ideally, 2 or more trainers can lead the group, so that one is available to help those having trouble while the other continues the session for the rest. This arrangement is perfect for training groups with a range of experience levels.

A mix of methods can be the most cost-effective in the long term. By presenting the information first to a live audience (online or in-person), the trainer and team uncover questions that might not otherwise come up. The session recordings then serve as on-demand lessons for future use, ensuring consistent training across the team.

Training Documentation

Platform Standard

Oracle, and Oracle Eloqua users, have generated a huge repository of system information. Between the Oracle Help Center and the Topliners community, learners have access to resources on every aspect of Oracle Eloqua. 

The Oracle Help Center offers how-to guides on the platform’s main functionality. These easy-to-follow documents can help first-time users pick up the basics of asset building and system configuration.

Message boards and posts on Topliners (accessible with a free Oracle account registration) address any number of questions, from best practices to tips and tricks. It’s a great way to learn from other Oracle Eloqua users.

Custom

As a rule, training takes people away from their routines. Eliminating daily distractions can help learners focus on the new information, but it might be difficult to see how a lesson connects with everyday tasks. Combined with the time that passes between training and work, it can be difficult to recall lessons when they’re back at their desks. 

To link training with daily life and combat the “forgetting curve,” custom documents use real situations as training exercises. For example, a segmentation guide may direct the learner to use a custom data object and shared filter that are common in campaigns.

Tying a lesson to a familiar task builds confidence during the training process, and helps spark those memories once the learner gets back to regular operations. As with live session recordings, custom documentation can also serve as a self-guided resource down the road.

Every Oracle Eloqua team has a different dynamic, so it could take some time to find the best method to keep your group knowledge up to date. If you’re just getting started with Oracle Eloqua, have a new member joining your team, or need a rundown of the new editing tools, give us a call! We’d be thrilled to work on a training plan with you. 

By | 2020-03-12T18:22:43+00:00 March 16th, 2020|Eloqua, Plan|0 Comments

About the Author:

Laura Marty is a former writer and copy editor who found her way to the wonderful world of Marketing Automation in 2013. Among her favorite activities are building things, solving problems and explaining stuff, so she’s pretty excited that they’re all part of her daily work with Eloqua! On the weekends you can find her reading (she’s happy to recommend a good book), baking (she makes pretty fantastic chocolate frosting), or catching up on TV shows (please don’t tell her what happened on the latest “Game of Thrones” episode).


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