Eloqua - Filtering by CDOs in Segments

If you have your own CDO, you can pull segments based off of that data.

Note: Your user group must have a custom data object (CDO) set up and have uploaded data to the CDO to use this filter.

  1. Create a new segment. (If you aren't sure how to do this, see Eloqua - Creating a new Segment.
  2. Add a step to your segment by clicking the plus sign and selecting Filter Criteria.

    Filter.png

  3. In the list of filters on the right side of the screen, select Has Linked Contact in Custom Object. You can drag it to the canvas (grid area in the center) or double-click it.

    haslinkedcontact.png

  4. On the canvas (in the middle of the screen), you'll see a blue bar that says Has Linked Contact in Custom Object. Double-click that bar to see a pop-up window with a dropdown menu.

    doubleclick.png

  5. In the popup window that says Contacts who have a linked contact in custom object ... select your CDO from the dropdown. If you don't have a CDO or do not understand this part, please contact Lori before proceeding. 

  6. Once you select your CDO, you can click the Add button to add criteria. (The examples below show the CDO called z.Loritest. This is not a real CDO. Please use your CDO instead. If you do not have one, contact Lori.)

  7. Then double-click Double-click to edit this field condition.

    add.png

  8. Next, you can select the CDO field you want to filter by, the operator you want to use, and the selection or text you want to include.

    selectcdoandfield.png

    Depending on how the field was set up, you will have different operators available. For instance, if it's a number, you may see "greater than" and "less than," but if it's a text field, it may include "exactly" and "contains."

  9. Repeat steps 3-8 for each additional filter you want to add. Once you have multiple filters, you can change the AND to OR and group filters.

    andgroup.png

  10. As you add additional steps to your segment, you can also switch them to be excluded instead of included.

    exclude.png

  11. Make sure you save to see the changes take effect!


Things to remember about segments