Sharing filters and lists

Sharing a filter or list makes it available to other users in Oracle Eloqua. Shared filters and lists can easily be combined and reused to build the target segments you need for your marketing campaigns.

Good to know

  • Existing Oracle Eloqua customers can have the option to enable Segment Configuration for TimeZone. This feature evaluates date/time field filters in the executing user's timezone. Previously, all filtering was based on Eastern Standard Time (UTC -5:00).
  • To enable Segment Configuration for TimeZone, log a service request with My Oracle Support. Once you enable this feature, it cannot be reversed.
  • Newly provisioned Oracle Eloqua instances will have Segment Configuration for TimeZone enabled by default.
  • Filter operators are divided into two categories: Static Operators (before, after, on or before, on or after, on, within) and Dynamic Operators (dynamically equal to, dynamically before, dynamically after, dynamically on or before, dynamically on or after, within the last, within the next).
  • If Segment Configuration for TimeZone is enabled, Static Operators will use the filter creator's time zone to convert criteria and store it in the database. Segment filter execution is based on these database values, which are already converted into Eastern Standard Time (EST). No Conversion is done during execution.

    Example: A contact's DateCreated operator is before 2021-04-03. If the user who created the filter is from Australian Eastern Standard Time (AEST), Oracle Eloqua converts the date entered from 2021-04-03 12:00:00 AM in AEST to 2021-04-02 9:00:00 AM in EST to store in the database. When executing the filter, the segment finds all contacts with the created date before 2021-04-02 9:00:00 in EST.

  • If Segment Configuration for TimeZone is enabled, Dynamic Operators will use the executing user’s time zone to calculate results.

    Example: A contact's DateCreated operator is dynamically equal to "today". If a user executing the filter is from AEST and "today" in AEST is 2021-04-22 5:00 AM, Oracle Eloqua finds all contacts with the created date 2021-04-22 in AEST, which is from 2021-04-21 10:00 AM to 2021-04-22 9:59:59 AM in EST. Conversion is done during filter execution with the executing user's time zone.

To share a list:

  1. Navigate to Audience An image of the Audience icon., then click Segments.
  2. Open an existing segment, or create a new one. Make sure you save the segment before trying to share a list.
  3. In the left pane, right-click the list that you want to share, then click Share.

    An image of an Individual Contacts list

  4. Select an option from the Create Shared List dialog:

    An image of the Create Shared List dialog

    1. Continue Using Local List: Oracle Eloqua creates a shared list where it copies the members from your local list. You will continue working in your local list. This operation is asynchronous; you will receive an email once the operation is complete. These lists can be used in programs and campaigns.
    2. Use New Shared List: Oracle Eloqua marks your list as shared. You will now be working within the shared list.
  5. Type a name and description for the shared list and choose a folder to save it to. Click Share.

  6. Click Save.

To share a filter:

  1. Navigate to Audience An image of the Audience icon., then click Segments.
  2. Open an existing segment, or create a new one. Make sure you save the segment before trying to share a filter.
  3. In the left pane, right-click the filter that you want to share, then click Share.

    An image of a shortcut menu with Share highlighted.

  4. Type a name and description for the shared filter and choose a folder to save it to. Click Share.

    An image of the Share Filter window.

  5. After you share the filter, you are prompted to update the segment to use the new shared item or continue to use the original one. Choose an option and then click Save.

Learn more

Segments

Viewing segment contacts

Excluding segment criteria

Shared filters

Shared lists