Segment view data in Oracle Eloqua with a shared filter

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Brendan O'Driscoll

One way to leverage Vidyard view data in Oracle Eloqua is to build shared filters to isolate the contacts that match the criteria you are looking for. These filters can then be used to build segments, as feeders into lead nurturing programs, in lead scoring criteria, and many other forms of automation.

You can create a shared filter based on either the Custom Object Record data, or contact Activity Logs. 

Requirements

Create a shared filter based on Custom Object Record data

Note: If you need to brush up on how you can use Data Cards/Custom Data Objects please refer to the following Topliners post. You will need to create a Topliners account. 

  1. Under the Audience menu, click Segments.
    Under Audience menu, click Segments 
  2. Click Create a Segment.
    Create a segment button.  
  3. Click Create a Blank Segment.
     
  4. Click +, then Filter Criteria.
    Click + then Filter Criteria. 
  5. In the right Filter Criteria menu, click and drag Has Linked Contact in Custom Object criteria onto your canvas.
    Dragging Has Linked Contact in Custom Object onto the canvas. 
  6. Double click Has Linked Contact in Custom Object.
    A cursor double clicking the filter criteria.  
  7. Select the vidyard_video custom object.
    vidyard_video has been selected from a dropdown menu.  
  8. Click Add to create a field condition. 
  9. Double-click to edit each field condition.
    Note: You can add one criteria (eg. contacts’ video attention spans or contacts who have viewed specific videos), or multiple criteria (eg. contacts that have viewed videos with a specific video_name with a long video attention span’).
  10. Click Save, then name your filter.
    Save button in the top right-hand corner. 
  11. To share the filter for use in campaigns, right click on the filter criteria and click Share.
    Right click on the filter in the left menu, then select Share... from the dropdown menu.

Create a shared filter based on Activity Logs

Vidyard logs Started Watching, Watched Half Of, and Completed Watching activities in the viewer's Activity Log in Oracle Eloqua (this is separate from the vidyard_video custom object records). These activities are logged uniquely each time a video is loaded. 

An example of a contact activity log listing video views.

  1. Under the Audience menu click Segments.
    Under Audience menu, click Segments 
  2. Click Create a Segment.
    Create a segment button.  
  3. Click Create a Blank Segment.
     
  4. Click +, then Filter Criteria.
    Click + then Filter Criteria. 
  5. In the right Filter Criteria menu, click and drag the following criteria onto your canvas:
    1. Started Watching - Vidyard Video
    2. Watched Half Of - Vidyard Video
    3. Completed Watching - Vidyard Video
      Dragging Completed Watching - Vidyard Video from the right-hand menu onto the canvas. 
  6. Double click each of the criteria and configure each one. You can filter by who has viewed specific videos, how many times, and a date range.
    A view of the criteria configuration options.  
  7. Click Save, then name your filter if prompted.
    Save button in the top right-hand corner. 
  8. To share the filter for use in campaigns, right click on the filter criteria and click Share.
    Right click on the filter in the left menu, then select Share... from the dropdown menu.

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