Admin Settings & Controls

Administrators can choose which assets the Oracle Eloqua Naming Asset Assistant will be used for.

• Click the first tab displayed is the Oracle Eloqua Assets tab. (Users are allowed to create 9 types of assets from the application i.e.: Campaign, Email, Form, Landing Page, Segment, Program, Shared Filter, Shared List, and Dynamic Content. Out of which user can rename only 6 assets as cloud view is for other 3 assets are not permitted. The assets that cannot be renamed from the application are: Shared List, Shared Filter, and Dynamic Content.)

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• When we toggle a particular asset to the right, we see a green color on the button which concludes that the asset is enabled from the application to use.
• The admin can enable all the required assets and click on the Save button to save the changes made by the Admin.
• A Saved message is displayed beside the save button displaying the changes are saved.
• Using this tab admin can configure which assets, users can select to create and rename from the application.

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Categories #

Administrators can build the list of categories that will appear for marketers to set against assets.

If users are using the app for the first time, then their Categories will be displayed as blank otherwise pre-existing categories are displayed on opening the Category tab.

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Categories are the part of the asset name that will form the asset name when various categories are enabled.

• Categories can be of 3 types:
• Textbox: where the user can type any value.
• Date: Here user can input only a valid date in the format MMDDYYYY i.e., Month, Day, and Year.
• Picklist: Users can create a picklist of their own using the app or can use the Eloqua picklist.

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Adding a Category #

We can create a new Category by Clicking on the “Add” button situated at the top left corner of the page.

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On click of the “Add” button on top of the page, a screen will open, as shown, having the following Fields:

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• Business Category: The user can insert the name of the Category under this field.
• Value Type: Out of the three types, users can choose the type of category they want.
• Parent Category: If the user wants some Categories to be a Parent of the current, to be created category then the user can choose that category from the dropdown.
• Sequence: This is the sequence or order of the category in which this category will be displayed in the asset name. All sequences are numbers and should be unique.
• Required: If this category is compulsory to be filled while creating or renaming the asset or it can be kept empty, based on it user can check the checkbox if this category is required to be filled.
• Is Parent: If a user wants this Category as a Parent, then the user can click on the check box, which indicated that this category is a Parent Category now and hence the “Parent Category” field will be set to None.
• Exclude from Name: If users have some categories that they want to use in Custom Objects mapping or in Campaign field sync mappings but not in the asset name while creating or renaming the asset, then the user can click on this field to enable it.

Now when the user has filled all the fields then click on the “Save” button.

A “Saved” message in green color will be displayed.

Now the newly created category will be displayed with all the previously created categories, below the “Add” button in the order of the Category Sequence.

Editing a Category #

Users make changes in the category by the following steps:

• From the table displayed, there is an Action column at last.

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• Go to the Action column for the Category that the user wants to edit.
• A hamburger icon will be displayed, click on it.

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Two options appear upon click of the hamburger icon or three options appear if the Category Type is Picklist.

The functionality of each Option:

1. Edit: To edit each field of the category, click on this option.
2. Maintain Picklist: If the category type is a Picklist, the user will see this option.
3. Delete: If this category is no longer useful user can delete the category by clicking on the Delete option.

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On top of the page edit screen is displayed

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The Fields here are the same as that were while Adding the Category.

All the current values for the category are prepopulated.

If the user wishes to change the Sequence of the category, then the user can enter only that Sequence that is not already used.

After making the changes in the fields user can do a click on the Save button so that the edited changes are Saved.

A Saved message in green color is displayed indicating user’s changes are Saved.

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If the user does not want to make any changes in the fields then the user can simply click on the cross X button which is on the top of the edit screen.

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On click of Maintain Picklist:

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If the category has some picklists, then they will be displayed else if the Category is new, the user will have no pre-existing Picklists so the user will see a screen like this:

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Category Values for: (Category Name) #

• Display Name: The name that will be displayed for the picklist.
• Value: the value of the picklist that will be used in the asset name.
• Is Default: If the checkbox is checked then this value of the picklist will be on top of the page

Adding a Picklist: #

If the user wants to create their own picklists these steps can be followed:

Display Name: Start typing the “Display Name” and “Value” for the picklist will also get auto typed. Change the “Value” if needed.

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Is Default: If the user wants to have this picklist’s value as default, then check on the checkbox.

Add: If the user wants to upload multiple picklist values at once, click on the “Add” button. A screen will appear as shown

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Now add multiple values users want to add to the picklist.

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Users can delete the extra Picklist field boxes (if any) by clicking on the red-colored icon of the box as shown:

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Then click on the “Save” button. A Saved Message will appear indicating your changes are saved and the picklist values will be displayed as shown:

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Upload from CSV: #

If the user has a record of picklists in a CSV file, then the user can upload the CSV files to use the picklists for naming the Assets.

The steps to upload a CSV file are as follows:

• Click on the checkbox to the left of “Upload from CSV”. A screen as shown will be displayed

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• Now click on the Browse button. A screen displaying all CSV files on the system will appear before the user.

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• Choose the CSV file that contains picklists values and click the Open button.
• Now the name of the user’s selected CSV file will be displayed as shown:

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• Now from the dropdown besides, choose one option from Append and Overwrite.
• Append: Using this option, the users’ Picklists from the file are added to the current values of picklists.
• Overwrite: Using this option all pre-existing picklist values are removed and picklist values just from CSV files are saved.
• If none of the options is selected, then by default Append is done.
• Now click on the “Upload File” button that is to the right of the dropdown.
• The picklist values from the file will now be saved and displayed as shown.

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These picklist values will now be used for naming the Asset.

Export From Eloqua: #

If the user wants to use a picklist created in Eloqua, then this can be done in the following steps:

• Click on the checkbox beside “Export from Eloqua”, a screen will appear as shown:

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• Now click on the + Icon

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• A screen displayed below will be displayed.

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• Inside the “Search Picklist” box type at least 3 characters to search for your Eloqua Picklist and select the one that matches your requirement.

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• Or if you have selected a wrong Picklist then click on the X as shown below and type the name of Eloqua Picklist you want to search for.

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• When you have selected the Eloqua Picklist you want to use then click on Add button.
• A Saved message will be displayed, and the picklist selected by you will be displayed below as shown.

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• Now your selected picklist is enabled for the naming of Assets from the application.
• Or if you want to choose another picklist you can click on the cross below Delete and search again and add the picklist.

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• If Export from Eloqua is checked then the user’s picklist created in the app will not be used. so it concluded that either user can use the Picklist from Eloqua or the Picklist values that they created using the application both cannot be used together.

Disabling Export from Eloqua Picklist: #

If users wish to use the Picklist values created by them then they simply need to uncheck the checkbox of Export from Eloqua and now the user’s created Picklist will be used for naming of Assets.

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Rules #

Choose which Business Categories get applied to various Assets. Only the assets that were defined during the earlier configuration will be displayed. Administrators can also configure the separation character that gets inserted when the name is applied to an asset. Option to append an Epoch timestamp to the name can also be configured by Administrators. This will to guarantee uniqueness to the name.

Admin users can add rules using the following steps:

• Click on the Rules tab.

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• Users can add Asset Id or Epoch time on each name created using asset naming with separator specified in the text box.
• Adding Epoch timestamp to every name saved by this application. This will ensure uniqueness to the name
• Users can see all enabled asset types in the grid.
• This grid allows the Administrator to relate Business Categories to Oracle Eloqua Assets. Choose which business categories are going to be available against which asset type in Oracle Eloqua.
• Click the “Save” button to apply the changes.

Exclusion Criteria for Asset Rename: #

If Administrators want to disable rename of certain assets like asset name start with some text. Then users can use this feature to disable rename assets using Asset Naming.

Steps to follow to disable rename of asset:

• Click the Rules tab.

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• Scroll down to “Exclusion Criteria for Asset Rename”
• Administrators can see all asset types that are active
• Users can enter text which they want to disable rename
• Select which criteria like “Name start with”
• Click the “Save” button to apply the changes.

CDO Configuration #

Asset Naming allows users to add system category and Business category values to Eloqua Custom Data Object using CDO Configuration. This feature will add mapped category values CDO on each created or updated asset using Asset Naming.

Users add Category values to custom objects by the following steps:

• Click the CDO Configuration tab.

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• Search Custom Data Object name and Select CDO.

• Users can add 2 types of data here:
  1. System category: Asset Id, Asset Name, Asset type, Asset Folder, Created By, Updated At.
  2. Business category: Category created by admin User.

• Users can map category to CDO fields using the dropdown on each category field

• Click the “Save” button to apply the changes.

Data Sync #

This feature can be used to add campaign values to campaign assets when a new campaign is created. Values can be added from category values like Date, Text, and Picklist. You can override the category with some Content text.

Configuration: #

The data sync feature can be added in the following manner:

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• Go to the Asset Naming Application Admin Configuration page.
• Switch to the Data Sync tab.

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• Go to the campaign field which needs to populate on create. Select a category to update the value. Make sure that the Campaign field and category data type are matching.

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• Click on the save button to save changes.
• Create campaign assets using Asset Naming App. Once the Campaign is created mapped data sync field will be updated with mapped category values

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• If the user wants to update specific text for the campaign field, Check the “Override Category” check box and add text which needs to be populated

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• Click on the save button to save changes

Miscellaneous Settings #

Asset Tagging #

Tags can be attached to any asset for identification, tracking, and maintaining assets. 

Configuration: #

The tagging feature can be enabled/disabled in the following manner:

1. Go to the Asset Naming Application Admin Configuration page.
2. Switch to the Miscellaneous Settings tab.
3. Enable Asset Tagging feature.
   
   

Create Copies #

Configuration: #

The Create Copies feature must be configured on the application’s Admin Configuration page by the users who have Admin access:

The Create Copies feature can be enabled/disabled in the following manner:

1. Go to the Asset Naming Application Admin Configuration page.
2. Switch to the Miscellaneous Settings tab.
3. Proceed to Create Copies and enable the toggle to the right so that it looks green, indicating the feature is turned on for your instance.

Bulk Rename: #

Bulk Rename is a helpful feature when it comes to renaming assets in a large volume. Bulk Rename provides users the capability to rename those assets created by the Asset Naming Assistant application in bulk. This feature is available only for Business Categories of type Textbox and Picklist.

Configuration: #

The Bulk Rename feature must be configured on the application’s Admin Configuration page by the users who have Admin access:

1. Go to the Asset Naming Application Admin Configuration page.
2. Switch to the Miscellaneous Settings tab.
3. Proceed to Bulk Rename and enable the toggle to the right so that it looks green, indicating the feature is turned on for your instance.
4. After enabling the feature, the user will see the tab Bulk Rename to the right of the Miscellaneous Settings tab.
5. Now the Bulk Rename feature is enabled for use.

Campaign Email Testing #

1. Go to the Asset Naming Application Admin Configuration page.
2. Switch to the Miscellaneous Settings tab.
3. Enable Campaign Email testing

Campaign Field Sync #

The Campaign Field Sync feature must be configured on the application’s Admin Configuration page by the users who have Admin access:

The Campaign Field Sync feature can be enabled/disabled in the following manner:

1. Go to the Asset Naming Application Admin Configuration page.
2. Switch to the Miscellaneous Settings tab.
3. Proceed to Campaign Field Sync and enable the toggle to the right so that it looks green, indicating the feature is turned on for your instance.
4. Select the campaign fields that you want to get notified of.
5. Click on the Save button.
6. Now the Campaign Field Sync feature is enabled for use.