If a CDO has been created for you, here's how you upload data to it.
Note: Your user group must have a custom data object (CDO) set up and have uploaded data to the CDO to use this filter.
To ensure that your contacts have data that only your users can edit, we must import data into a custom data object, or CDO. Each time you upload data into the CDO, you are creating or modifying a custom data record. This record contains details, like your contact’s email address, first and last name, as well as custom fields you selected.
When you upload to a CDO, you also create contact records, so you don’t have to upload the same contacts, too.
Here is how you upload a spreadsheet into your CDO to create or modify new data records:
(You'll see your CDO populate the right side of the screen.)
In the upper right corner, click the icon that says Custom Object.
In the dropdown that appears, select Upload Custom Object Records.
A popup window will appear with an upload wizard for you to follow.
Click Use Saved Settings and then select your CDO settings from the dropdown. (Note these settings should have your user group name in them.)
Click the Next button.
On the next screen, 2 Upload Data Source, Click Browse ... to navigate to where you have saved your upload file and click Open.
Once you have selected the file, you’ll see the title of it next to the Browse ... button. Select Upload and Preview Data.
Once the file has uploaded, you’ll see a preview of your data. Here’s an example of one CDO’s upload preview:
(Note: If you see error messages like this, cancel and modify your spreadsheet.):
Click the Next button.
You’ll see a page reviewing your Upload Settings. Ensure your email address is in the Notification Email field (You may have to scroll down a bit to see it.) and click Finish.
You will see a Success message. Click the red X box in the upper right corner of the Wizard to close it.
Once the processes have run (see below), you can add dynamic filters to your segment! Please see Eloqua - Filtering by CDOs in Segments.