Adding contacts to segments using filter criteria

You can use filter criteria to dynamically build your segment. For example, you can build a segment based on contact fields, lead score, digital body language, and so on.

To add contacts using filter criteria:

  1. Navigate to Audience An image of the Audience icon, then click Segments.

  2. Open an existing segment, or create a new one.
  3. Click Add An image of the Add icon in the left pane, then click Filter Criteria An image of the Filter Criteria icon.. A list of filter criteria opens on the right pane.

  4. In the right pane, double-click the filter criteria you want to add to the segment.

    An image of a filter type added to the central segment editor.

  5. Double-click the criteria you added to configure it. Click outside the window to close it.

    Important: Filtering on activities only searches from up to 1 year of historical records (except Subscription and Bounceback, which search up to 10 years). For example, if you set up an activity-based filter criterion of before 5/15/2019, the actual period of search is between 5/14/2018 and 5/14/2019. Additionally, the filter cannot search more than 2 years from the current date. For example, if today's date is 3/18/2019, and you set up an activity-based filter criterion of before 4/22/2007, the filter will search between 3/18/2017 and 3/18/2018. That is, if you set the filter criterion to search further than two years from the current date, the filter will instead search two years back from the current date.

    An image of a criteria's configuration window.

    Some filter criteria can be configured to use a list as part of the comparison. For example, to filter on a list of countries or based on a couple of sales reps. To build a list for one time use, you can use a quicklist. To be able to reuse the list throughout Oracle Eloqua, use a picklist. Quicklists are great for short lists that are only intended for one time use. But if you want to build a long list or reuse the list, it is best to use a picklist. See Creating picklists for more information.

  6. Add additional filter criteria as needed. When you add filter criteria, you join the filters using a Boolean AND or OR comparison. To switch between AND or OR, click the operator label on the canvas.

    An image of two segment filters connected by the AND operator

    When you use the AND operator, all filter criteria must be met in order to be included. In the example above, the segment would include only contacts whose salesperson is Michael Gruber and who have also opened an email within the time frame specified.

    When you use an OR operator, any of the filter criteria could be met in order to be included. So, in the same example above, the segment would include contacts whose salesperson is Michael or if they opened an email.

  7. To give your filter a descriptive name or brief description, in the left pane, double-click the filter name or description. This will help you easily identify the segment's criteria.

    An image of a filter being renamed.

  8. Click Save.

After you finish: If you want to share the filter, see Sharing filters and lists

Related

Segments

Creating segments

Shared filters

Sharing filters and lists