Step 1: Creating your first segment

Let's create a new segment to feed contacts into our welcome campaign. We're going to build our segment from scratch.

To create a new segment:

  1. Navigate to Audience An image of the Audience icon., then click Segments.
  2. Click Create a Segment.

    An image showing the Create a Segment button

    The Template Chooser opens. If your organization uses templates to help build segments, you can access them here. We'll be using the blank segment.

  3. Select Blank Segment, then click Choose.

    An image of the Segment Template Chooser.

    A new segment opens.

    An image of the Segment editor.

  4. Click An image of the Add button. to open up a list of options.

    The segment building blocks appear. The following table describes the building blocks.

    An image of the Filter Criteria icon. Filter Criteria

    Add contacts to your segment using dynamic filters. Filters can be based on implicit or explicit data about the contact. For example, filter for contacts by job title, purchase history, website behavior, or account information like industry or company size.

    By using filters, you can dynamically build your segment whenever the segment is evaluated. Using multiple filters can help you refine your target audience.

    If you want to view the contacts in a Filter Criteria, but it's been more than 24 hours since the segment was last calculated, click An image of the calculate button to refresh the segment first. You can then view the filter's contacts in your segment by right-clicking the Filter Criteria then clicking View Contacts...

    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.

    Individual Contacts

    Add individual contacts to the segment from your contact database.

    Upload Contacts

    Add contacts to your segment by uploading them from an upload file.

    Shared Filter

    Add contacts using a shared filter. A shared filter is a reusable filter that can be used in many segments. You can customize the shared filter.

    Shared List

    Add contacts by using a shared list. A shared list is static and can be reused.

  5. Click Filter Criteria An image of the Filter Criteria icon.. From the list of filter criteria that appears, double-click Compare Contact Fields.

    The Compare Contact Fields filter appears on the segment canvas.

  6. Double-click the Compare Contact Fields filter.

    The configurations for that element opens.

    An image of the Compare Contact Fields element.

  7. Select Date Created from the Select a field drop-down. Select within the last from the drop-down below it. Select 1 Days from the last drop-down.

    Note: Depending on how your company manages contact opt-in and permission, you may need to filter on additional fields or geography data to ensure you are capturing people who have explicitly opted into your communications.

    The complete dialog looks like this:

    An image of the completed segment filter dialog

  8. Click away from the dialog to see the updated filter.

    An image of the segment canvas with the new filter

  9. As you build complex segments, it is important to give your filters descriptive names. Double-click the name of the filter in the left pane and enter New contacts that have subscribed within the last 24 hours. Double-click the description below it and enter Filter for new subscribers.

    An image of the filter criteria name.

    Now that we have all the filter criteria we want, your segment should look like this:

    An image of the finished segment

  10. Click Save.

    The Segment Chooser appears.

  11. Enter DO NOT LAUNCH - My first segment in the Save As field. Navigate to the folder you want to save the segment in and click Save.

    An image of the Segment Chooser window with the Save As field highlighted.

    After you save your segment, you'll notice that Oracle Eloqua starts calculating the number of contacts in your database that meet the segment’s criteria.

    In our case, after the calculation finishes, there are 2 contacts included in the segment. At any time you can click An image of the Refresh icon to recalculate the contacts. This is a preview of the segment. You can use it to verify your segment's setup. However, it is important to remember that this segment is dynamic. When we launch our campaign, Oracle Eloqua re-evaluates the segment, and the total contacts will vary from this initial evaluation.

  12. Click View Contacts.

    The View Segment Members dialog opens. Use the All, Included, and Excluded buttons to view the contacts included or excluded by the segment filters.

    An image showing the View Segment Members dialog with the All, Included, and Excluded buttons higlighted

    Oracle Eloqua always excludes contacts on your master exclude list, contacts that have unsubscribed from your emails, and contacts that have hard bounced. You won't see these contacts explicitly when you view the segment contacts, but they will always be excluded from campaigns and email sends.

  13. Click Close. Right-click the filter in the left pane and choose Switch to Exclude. Click Save.

    By doing this, the segment has been changed so that the contacts that meet the filter criteria should be excluded from the segment. In our case, this results in 2 excluded contacts and no contacts are included in the segment total. You might use the exclude option to exclude competitors or employees.

    An image showing the total segment counts after changing the filter to an exclude

  14. Revert your changes and save the segment.
  15. Double-click the filter on the canvas and choose the not check box. By making this change, we are indicating we want contacts that are older than one day. Save your changes and notice the difference in contact counts.

    An image of the Compare Contact Fields dialog with the not option selected

  16. Revert your changes and save the segment.

Next step

Step 2: Add your segment to the campaign