1. Global Eloqua Training
Session 2- Audience
March 29th

2. Agenda Audience Contact tab overview
Contact information
What is a segment
Segment components
Shared filters
Shared lists

3. Contact tab overview

4. NOTE: You will only be able to see your regions contacts
Contacts tab
Audience > Contacts
On the contact dashboard you can search for contacts
Actions: View, upload, create new contact, copy and delete
NOTE: You will only be able to see your regions contacts

5. Contact information

6. Contact information
Double clicking on a specific contact will open the contact panel with several options and information about it.

7. Information for each specific contact
Get all the information about your contact navigating through the following tabs:
Summary
Field Details
Preferences
Campaigns
Activity Logs
Scoring
Linked records

8. What is a segment

9. What is a segment?
A segment is a group of contacts who share one or more common characteristics. Segments can be used to filter contacts based on a pre-set criteria.
Examples of types of filters include: job title, company, location, business industry, type of interaction with a website or event

10. Where to find and create a segment?
Segments can be found under the Audience tab and Segment section
Once there, click Create a segment > Blank Segment

11. Segment Components

12. Segment components
Demographics criteria: Country,Job title, business industry
Interaction criteria: visited website, landing page, filled fomrs
Exclusion criteria
Specific people
Added by searching names or address
The contact must already be in the database
Upload of contacts with Excel and CSV files
Allows you to choose from a list of saved common resources
Available shared filter and lists can be viewed by selecting Shared Library from the Contacts menu

13. Shared Filters

14. Shared filters (1)
Shared filters can be found under the audience tab and tools sections

15. Shared filters (2) Have the same criteria than segments
Can be used on campaign canvas as decision steps to exclude specific people or differentiate message based on different group of people
Dynamic  updating with contacts data

16. Shared Lists

17. Shared lists

18. Shared lists (2)
Usually a blank list at the begin which is fed via a campaign
Different shared list action and decisions possible in campaigns
Shared list actions and decisions steps allow to exclude specific people or differentiate message
Can manage people in shared list (export, remove, move or add) from your campaign

19. Tools & Resources

20. Resources Resources already available
Digital guidelines (
Video talk show
Modern Mark Episodes
Training recordings and slides
Blog articles
Resources (campaign guide available for now, complete version coming soon)
FAQs
Oracle Help centre (
Oracle community (

21. In case I haven’t found the answer in the resources available
Who to ask?
In case I haven’t found the answer in the resources available
General/Generic questions (How do I do that?, Can I do that? What does that mean?...)
Modern Mark
Your Regional colleagues: share your experience with them
User issue such access, password reset or permissions
Regional Eloqueen or EloKing:
Emilie Dumas
Meghan Carney
Syazlina Hanniff
Michael Volpi
Critical technical /system issue
Your group Marketing gurus: Assma, Amélie & Carmelo

22. APPENDIX

23. Segment Components

24. Segments based on filter criteria (1)
Updated number of recipient will only show up after having saved your segment
Drag & Drop criteria
Link between criteria can be “AND” or “OR”

25. Segments based on filter criteria (2)
Switch to Exclude option
To exclude specific group of people (e.g excluded people who already filled a specific form)
Right click on the filter criteria

26. Segments based on filter criteria (3)
Set up a criteria
Example: We want a segment with people related to the scholastic industry and who has been sent a specific previously
Double click on the criteria
Select the field (contact or account field)
Select an option such as contains, starts with, matches…
Select or type the value

27. Segment based on Individual contacts
Click the + button
Look for the contacts you want to include in there
Remember that the contacts have to be in the data base

28. Segment based on upload contacts (1)
When you click the upload contacts button this window will show up
Make sure your file is in Excel or CSV format
Click the cloud button to upload your file
Essentials columns you have to have in your spreadsheet are: first name, last name, address and marcomms

29. Segment based on upload contacts (2)
Double check that all your columns match
Click “Next Step”

30. Segment based on upload contacts (3)
Make sure that the “ address” field is selected for “uniquely match contacts on”. The address is like the ID of your contacts in Eloqua
Make sure the source fields (column names in your spreadsheet) and target field match (how the field is called in Eloqua)
Click Next Step

31. Segment based on upload contacts (4)
You can select the address you want to sent the notification to when the segment is uploaded successfully
Click Finish
You should receive the notification confirming the upload shortly after that