Searching for contacts in Profiler
Profiler allows you to view contact information and Oracle Eloqua marketing activities using a convenient and device friendly interface.
You can search for contacts by:
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First name
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Last name
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Email address
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Title
After you have search results, you can further filter the results by:
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Title
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Account
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City
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Email domain
To search for a contact in Profiler:
- Select the
icon in the upper right-hand corner of the Profiler screen. Note: You can also use the Search Contacts field that appears on the search page when you open the app.
- Type your search words in the Search bar. You can search by a contact's First Name, Last Name, Email Address, or Title . The search is not case-sensitive. The results display a list of all contacts who have a matching contact field that starts with your search criteria.
Example: A search for Alex displays users such as Alex, Alexandra, and Alexander.
- (Optional) Filter your search results by clicking
Filter . The filter panel displays on the right.- Filter by title, account, city, or domain, and click Apply. Filtering shows users that match all of your filtering criteria (using an AND operator).
- Click the X next to a filter to remove it. To remove all filters, click Clear.
The example below shows filtering by domain of example.com and title of CEO. The results display all users who match both of these criteria. Users who have CEO as the title, but a different domain will not appear.
- Select the name of the correct contact from the list. Their contact record opens displaying their details and activities. Learn more about the information provided in Profiler.
After your first visit to Profiler, a recently-viewed contacts list is displayed on the homepage. This convenient list makes it easier to locate the contacts that you may be dealing with on a regular basis, or with whom you are attempting to establish a connection. From this recently viewed list you can select the contact's name and you are taken directly to their contact record.
Setting up activity notifications