Segmenting Contacts Best Practices

What is the recommended way to segment my database so I can keep a certain group of contacts away from the rest of the automation that's running in my Eloqua instance? This separate segment is going to be a part of an email drip campaign and I don't want them to get mixed into the other email campaigns that I have running for our lead prospecting and newsletters. In addition to keeping these contacts out of other email campaigns I also don't want them syncing to Salesforce. If one of the contacts does convert on another asset on our website then I'd like to update that contact to be in the main segment. My CRM sync feeders shouldn't pick up on these contacts, so I think that part is fine. What I'm wondering about is the best way to segment my database on an ongoing basis. The new contacts for this segment are likely going to be added to Eloqua via an API; I'm still working with my developer on how that is going to work.
- Adam

You have lots of options for segmenting your contacts and preventing various things from happening to them.
You can add these contacts to a shared list, and manage the segment by managing the shared list. This would be an easy and natural way to do it - whenever these contacts are added to the system, either by upload or by the API, just add them to the shared list. Then when you create other campaigns, just exclude this shared list from your segments. To remove them from the shared list if they convert through another offer, you could add a "remove from shared contact list" form processing step to your other forms, so if anyone on the list fills out one of those forms, they are removed.
You could do essentially the same thing by using a custom contact field. The advantage there is that it makes it more obvious who these contacts are (because they're marked on the actual contact record, so you'll be able to see if they are in this segment by just looking at their field values, for example in an exported CSV file). The disadvantage is that it uses one of your contact field allotment.
You could manage it through email group subscription - that is, you could subscribe these contacts to a particular email group, and unsubscribe them from all of the others. That way it doesn't matter if they end up in your other campaigns, they won't get those emails anyway. If they convert through another offer anyway, you could toggle all of their group subscriptions (unsub them from their original group and subscribe them to all the others) in form processing steps. The advantage here is that you don't have to worry about excluding them from campaign segments, as they will be excluded from the emails automatically. However, I think this would be the most trouble to manage and I'm not sure how you would use it to control synch to Salesforce.

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    Hope it helps!
    Thanks.
    Dharmesh Solanki
    TechNet Community Support
    Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Support, contact [email protected]

  • Best practice for RDGW placement in RDS 2012 R2 deployment

    Hi,
    I have been setting up a RDS 2012 R2 farm deployment and the time has come for setting up the RDGW servers. I have a farm with 4 SH servers, 2 WA servers, 2 CB servers and 1 LS.
    Farm works great for LAN and VPN users.
    Now i want to add two domain joined RDGW servers.
    The question is; I've read a lot on technet and different sites about how to set the thing up, but no one mentions any best practices for where to place them.
    Should i:
    - set up WAP in my DMZ with ADFS in LAN, then place the RDGW in the LAN and reverse proxy in
    - place RDGW in the DMZ, opening all those required ports into the LAN
    - place the RDGW in the LAN, then port forward port 443 into it from internet
    Any help is greatly appreciated.
    This posting is provided "AS IS" with no warranties or guarantees and confers no rights

    Hi,
    The deployment is totally depends on your & company requirements as many things to taken care such as Hardware, Network, Security and other related stuff. Personally to setup RD Gateway server I would not prefer you to select 1st option. But as per my research,
    for best result you can use option 2 (To place RDG server in DMZ and then allowed the required ports). Because by doing so outside network can’t directly connect to your internal server and it’s difficult to break the network by any attackers. A perimeter
    network (DMZ) is a small network that is set up separately from an organization's private network and the Internet. In a network, the hosts most vulnerable to attack are those that provide services to users outside of the LAN, such as e-mail, web, RD Gateway,
    RD Web Access and DNS servers. Because of the increased potential of these hosts being compromised, they are placed into their own sub-network called a perimeter network in order to protect the rest of the network if an intruder were to succeed. You can refer
    beneath article for more information.
    RD Gateway deployment in a perimeter network & Firewall rules
    http://blogs.msdn.com/b/rds/archive/2009/07/31/rd-gateway-deployment-in-a-perimeter-network-firewall-rules.aspx
    Hope it helps!
    Thanks.
    Dharmesh Solanki
    Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Support, contact [email protected]

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