Contacts
Contact records house contact information for individuals, including email, telephone, mailing address, contact type, and if they have applied, EMPL ID. This information, as well as primary educational institution and a link to Eloqua Profiler, is housed in the Details tab. In the Related tab we can see opportunities, cases, and campaigns that have been linked to the contact.
Common Use Cases for the Contact Record
Find an Applicant's EMPL ID
This image displays where the EMPL ID is housed within the Details tab of a contact record.
Review the communication we have sent to the contact through the Eloqua Profiler plug in
The Eloqua Profiler plugin is located toward the bottom of the Details tab. Please see How to Request Access to Eloqua Profiler and How to Authenticate the Eloqua Profiler Plugin for more information. This is a picture of the Eloqua Profiler plugin within a contact record displaying a summary of marketing emails a the contact has received from OAR and their interaction with this communication.
See the the cases affiliated with the contact and direct email communication between the contact and OAR
To find the cases connected to a contact, navigate to the Related tab of the contact record and scroll down to the Cases section in the left pane.
Send an email to the contact or log a phone call or interaction
Use the right Activity pane to see all emails from the contact, as well as our responses. Don't forget to open the > carrots to their downward position to see the communication, as the picture below displays. For new communication, click Email at the top of the Activity pane to send a new email, or choose Log a Call or New Meeting to document other interactions. These actions are boxed in red in the picture below. 