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.

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.
    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