Data Compliance Form - UW Marketing Automation

Marketing Automation and Eloqua Compliance Form for UW-Madison

NOTE: This form is only for users that have requested, started, completed the required Eloqua training OR plan to be trained internally by your department.

If you and your department are new to Eloqua please complete the Eloqua Request Form instead.
As an employee of University of Wisconsin-Madison, you may be entrusted with certain responsibilities and special privileges. During the normal execution of your job you may encounter or have access to sensitive or confidential information. Access, modification, destruction or disclosure of sensitive or confidential information may violate University policy, State or Federal laws. The handling of restricted data is governed by State and Federal privacy laws. Access to student academic records or financial aid data is governed by the Family Education Rights and Privacy Act of 1974 (FERPA).

Information governed by these laws may include, but is not limited to:
● Academic records, tests and grades or other academic information.
● Financial information.
● Social security numbers and all other personally identifiable information.

As an employee of the University of Wisconsin-Madison, you must take reasonable steps to protect confidential or sensitive information that you may have access to in the course of business and the normal execution of your job.

In addition, you are required to comply with the Federal Controlling the Assault of Non-Solicited Pornography and Marketing Act (CAN-SPAM) of 2003. By uploading your contacts into this UW-Madison Eloqua instance, you are inherently agreeing to comply with CAN-SPAM requirements.  [See the CAN-SPAM Compliance Guide for Business]

The granting of access carries with it an implicit bond of trust that:
● You will store under secure conditions all data that you obtain from on-line pages, data warehouse or extracted datasets, including printed data as well as on-line transmissions of data (email, fax). Using and storing Social Security Numbers is strongly discouraged.
● You will be a responsible user of data, whether it is data relating to your own unit or another unit. This is especially important given the shared environment of Eloqua.
● You will make every reasonable effort to interpret data accurately and in a professional manner.
● You will sign out of the Eloqua system when not using it.
● You will not share your account and password with others. For information on how to create and manage your password, visit
● You will access only that information you need to perform your job at the University. This means no casual browsing of data.
● You will make every reasonable effort to maintain privacy of the data. This includes knowing what constitutes “directory” or public information and observing the student’s right to withhold this information.
● Whenever personal identifiable student information is requested from you, if you are not certain of the requestor’s “legitimate educational need to know,” or the student’s desire to withhold information, you will refer that request to the Registrar’s Office.
o Examples: a student’s advisor requesting the student’s grade point average has a legitimate educational need to know. The chairperson of a social club to which the student belongs who makes the same request does not have a legitimate educational need to know.

Misuse of the data in or from this system will subject you to disciplinary actions, up to and including termination, fines, and imprisonment.

I understand my obligations as a responsible user of the data to which I have been granted access. By signing this form I certify I am a user of Eloqua Marketing Automation data and I agree to abide by the state and federal laws and University policies that apply to the proper use of data.
Please use your email address
For logging in to
Please include the official name and the department or division that houses your group. No acronyms, please.
Please include any details on if you were referred or directed to fill out this form and by who?

Will you need similar access to these users and access to existing emails, segments, campaigns etc.?

Select your access level below:

Basic - You will be able to upload contacts/assets to Eloqua, along with creating emails, but you will not be able to send out emails.
Advanced - You will have all the same permissions as Basic but also have additional permissions to send out emails.
Profiler (Salesforce Only) - This is meant for Salesforce users that wish to view email delivery analytics in Salesforce and does not grant you access to Eloqua to send out emails.
If you don't know what access you need, please ask your supervisor.