There are three types of filter criteria you can use in the application:
These can be used in any mix to return your desired contacts. To filter companies instead of individual contacts, create an account filter.
A field filter is based on the values found in one or more specified fields in the contact record. For example, you may filter to find contacts that are located in a specific city (Detroit), work for a company in a specified revenue range ($10-100 million), and have one of several job titles (VP, CIO, or CMO).
You can use a field filter to carry out a number of different functions, adding the results to a segment or Program. For example, you can filter contacts:
- Geographically - By city or cities, state(s) or provinces, country or countries, region (such as NA, LA, EMEA, or APAC), postal or zip code, or area code.
- By the job title or role of the Contact - Include or exclude specific titles or roles.
- By IP address, email address, or domain - Allows you to create suppression lists for your competitors, exclude Contacts from your company's domain(s), exclude private email addresses (such as email@example.com). In some cases, you can also identify domains in specific countries by the country identifier in the domain (for example, ".de" for Germany or ".ru" for Russia).
- By the company information - The company name, DUNS number, age, size, number of employees, revenue, or industry.
- By agent or salesperson - Define sales territories to create tailored segments and contact lists.
- By product interest or products already installed or used.
- By subscriptions (for example, to subscription groups or newsletters) or consent status for receiving additional emails or other communications.
- By timing - Based on when the contact record was created or last updated.
- By partner status - Whether the contact is a partner or is affiliated with a partner.
- By Lead Score or Lead Rating - Generated by applying lead scoring criteria to contact information in Eloqua.
- By checking for blank - For example, to create a contact list of contacts with information missing from their profile data
- By a combination of these criteria.
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.
Activity-based filters capture the activities the contact has carried out regarding your marketing collateral and channels. For example, a contact may have been sent at least three emails in the past three months, opened two, and clicked-through on one. The criteria you set may reflect a typical profile for a potential customer.
Inactivity-based filters capture mostly things that the contact did not do to interact with your marketing collateral or channels. For example, a contact may have been sent at least three emails in the past three months, but did not open any of the emails and did not visit your website. You may use this type of information to target contacts for further lead nurturing activities.