1 Reply Latest reply on Oct 18, 2019 11:10 AM by roy at keelaro dot com

    How to perform OR operation check in a segment on a CDO field with in a single rule

    3244533

      Hi,

       

      We have a scenario to get only contacts (that have linked CDO records) which pass all the specified conditions with in a single CDO record only, rather than each condition satisfied any any one of CDO records.

      Let me put an example.

      We have to get contacts that satisfy 4 conditions (CDO level attribute checks) altogether in a single CDO record. We can do this AND operation in a single rule (refer attached screenshot). There we have put 3 conditions and as a fourth condition, we have to check for a field holding either of 2 values, in a OR condition.

       

      like this ------------------------------------

      Meeting Status equal to Active

      AND

      Email Id does not end with gmail.com

      AND

      Requested Delivery Date is not blank

      AND

      (Product is 'Laptop'

      OR

      Product is 'Mobile')

      -------------------------------------------

      Here all the 4 conditions together should be satisfied by single CDO record, rather than multiple CDO records.

      (If we include this 4th condition in a separate rule, then Eloqua looks for this condition in other CDO records; which we don't want)

       

      Segment Rules.PNG

       

      How can we include fourth condition for Product check along with the three in single rule ?

      Please suggest.

       

      Regards,

      Harish

        • 1. Re: How to perform OR operation check in a segment on a CDO field with in a single rule
          roy at keelaro dot com

          Harish,

           

          One way to achive the outcome you are looking for is to include two elements in your segment. Like this:

           

          First Element

           

          Meeting Status equal to Active

          AND

          Email Id does not end with gmail.com

          AND

          Requested Delivery Date is not blank

          AND

          Product is 'Laptop'

           

          Second Element

           

           

          Meeting Status equal to Active

          AND

          Email Id does not end with gmail.com

          AND

          Requested Delivery Date is not blank

          AND

          Product is 'Mobile'

           

          The Eloqua segment will dedupe by default and the segment will contain a unique list of contact records that meet the AND/OR condition you need.

           

          Roy