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Set up your default segmentation reporting fields

Configure default Who Responded fields and hiding unused fields from segmentation reports

David Gutelius avatar
Written by David Gutelius
Updated over 4 years ago

Here's a tip for new accounts: one of the first things you'll want to do is tell Motiva which fields in your Eloqua Contact DB are most useful and important and which to ignore.

Why? This will make your global Who's Responding and individual email campaign-level Who Responded reports much, much more useful. Motiva finds new subpopulations for you, and setting up reporting will help your entire team take action on what we find together.

To do this, just navigate to the Who's Responding tab in our app.

Click on Configuration, which will give you this view:

Click on the Update Selected Contact Attributes button at the bottom, which will give you this view:

Use the checkboxes on the left to select default fields that will appear on every Who's Responded report everywhere. Don't worry, you can always customize this on a per-campaign basis.

Tip: pick default attributes that are most meaningful to your strategy and those with relatively higher coverage %. This will tell you a lot more about how you're doing.

Use the checkboxes on the right to hide unused or unreliable fields from view globally.

Hit "OK" when you're done. You can always come back and change your selections.

Tip: When you're selecting which fields to hide, make sure you hide fields that are high coverage but low-quality information such as "Email opted in" or "Do-not-call". These are often True/False fields that don't tell you anything relevant about your target population.

Tip: hide fields with very low coverage %. Because so few contacts have any value associated with this field, they won't be useful for learning.

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