Working with/Using – Asset Naming Assistant

Asset Naming: #

To open Asset Naming Assistant app:

• Click on the Cloud Menu button.
• Click on “Oracle Eloqua Asset Naming Assistant”

• For creating and naming the asset, open a specific asset that has been configured by the administrator. As an example, a Campaign is used here. Click on Campaigns. 

• You can make a selection similar to Eloqua for creating a Campaign. Click on Blank Campaign. If you want to create assets from the template, you can create using the existing template shown below. 

• Fill out the details in the category fields in the following form that gets the name displayed.

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• Users can create assets in specific folders using asset naming.
  • Click on the edit icon to get all folders.
  • Click on the + icon to expand sub folders.
  • Select folder where assets need to be created.

• If the creation and naming of the asset were successful, the following message will be displayed. 

• Click on the link to view the asset. 

Asset Renaming: #

• Fill out the details in the following category form that gets displayed.

• Click “Rename”.

• Click the “Refresh” button on the browser. The page will reload with the new name applied.

• Asset Rename is not supported for Dynamic Content, Shared List, and Shared Filter due to Eloqua Limitations

Asset Tagging #

Tagging the Assets: #

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

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

Tagging: #

• Click on the Menu App – Asset Naming Assistant

• To View all the existing Tags or to Create a new Tag, click on the Tags tab. To search a specific Tag from the list, the user can type the Tag Name/s in the ‘Find a Tag’ filter search. Multi-tag search feature has been enabled. This means the user can type 2 or more tags and get the search results. 

• To View the assets associated with a particular Tag, click on the tag name.

• List of assets that are attached to a particular tag is displayed below. Click on the asset to open that asset.  

• To create a new Tag, click on the below-shown icon. On hover over the icon, ‘Create a tag’ is displayed.  

• Add the new Tag and click on the ‘Create tag’ button. 

• New Tag can also be created along with the asset. Click on any asset through the Asset Naming Assistant. To add a new tag and associate with the asset click on 

• Multiple tags can be added to an asset. Also existing and new tags can be added to an asset.

• To Remove Tagging from an asset click on X in the tag

• For reporting purposes, the assets associated with a particular tag can be exported to an Excel sheet. Click on the icon as shown below. On hover over the icon ‘Export, a tag report’ is displayed.

• Type the Tag name and click Export

• The report shows all the assets associated with the ‘Event Invitation’ Tag.

Creating Copies #

This feature can be used to create multiple copies of assets while creating assets using asset naming. Creating copies are limited to 25 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.

Create Copies #

• After the user has enabled the feature. Users can see the option to add a number of copies when creating assets.

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• With one click of creating asset button. The user will get the following response, also the user will receive an email confirmation once create copies is complete.

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:

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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.

Renaming Assets: #

The Bulk Rename feature is divided into 2 parts, “Rename Textbox Category” and “Rename Picklist Category”. Following are the steps to be taken to initiate a Bulk Rename transaction for each type:

1. Rename Textbox Category
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   • Here users can search and rename the assets where the Business Category is of type Textbox.
   • The user can select a particular Business Category to rename from the category dropdown, select the asset type, and type the keyword that they want to replace in the asset name, and press enters or click on the search button.
   • The keyword entered must be an exact match to the term in the name that is to be replaced.
   • A list of matching assets will be displayed.
   • The user can then choose the asset/assets they want to rename from the table displayed, by clicking on the respective checkbox.
   • The user can also click on “Select All Assets” if all the assets are to be renamed.
   • Then users can type the Replace term, that they want to replace the search term with.
   • The “Rename Selected Assets” button is enabled only when the user has selected any asset/assets to rename and has entered a Replace text.
   • Users can click on the “Rename Selected Assets” button to rename the selected assets.
   • Users will see a notification on the screen and will be notified by an email sent to their registered Eloqua email address once all the selected assets have been renamed.
   • Users can continue renaming other categories by using the Reset button.

2. Rename Picklist Category
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   • Here users can search and rename the assets where the Business Category is of type Picklist.
   • The procedure to search and list the assets to be renamed is the same as that mentioned for the renaming of the textbox category.
   • For the Replace term, the user can select the term that they want to replace the search term with, from the available dropdown.
   • This dropdown will contain the other values from the same picklist that was selected by the user as the Business Category to be renamed.
   • The “Rename Selected Assets” button is enabled only when the user has selected any asset/assets to rename and has selected a Replace text.
   • Users can click on the “Rename Selected Assets” button to rename the selected assets.
   • Users will see a notification on the screen and will be notified by an email sent to their registered Eloqua email address once all the selected assets have been renamed.
   • Users can continue renaming other categories by using the Reset button.

3. Additionally, the user can also download a report of the assets to be renamed by clicking on the “Download’ button after selecting one or more assets to rename.
4. The generated report will contain the id, type, and name of the assets selected by the user.
5. The user can also see the history of all previous Bulk Rename transactions performed by the application under the “Assets Renamed Recently” table:
   • Users can track the status of the Bulk Rename transactions, which can either be “In-Progress” or “Completed”. Users can also view and download additional details of the Completed transactions.
   • Users can view the details of all the assets renamed in a transaction using the View More Details button
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Notes #

• After renaming, the separator for the asset names will not change.
• CDO configuration and mapping are performed only if an existing CDO configuration was present for the asset before renaming.
• Bulk Rename can be performed only for the Business Category of type Textbox and Picklist.
• Only the Searched term is replaced with the Replace term.
• Renaming the assets does not change the folders they are present in.
• Campaign field mappings are not affected by bulk rename.
• The Search Text used should be an exact match for the term to be renamed.
• The assets that can be renamed using Bulk rename are Campaigns, Emails, Programs, Landing-Pages, Segments, and Forms.

Campaign Email Testing

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Configuration

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The Campaign Email Testing feature can be enabled/disabled in the following manner:

• Go to the Asset Naming Application Admin Configuration page.
• Switch to the Miscellaneous Settings tab.
• Proceed to Campaign Email Testing and enable the toggle to the right so that it looks green, indicating the feature is turned on for your instance.
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• After enabling the feature, please select users who need to access this feature, click on the save button. (User can filter by Username using “Find User” textbox)
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• If the user needs to allow sending emails only to a particular domain, the details for the same should be added in the given domains box. E.g. gmail.com; portqii.com; (Multiple domains are separated with a semicolon) – This indicates that only email addresses having the domain gmail.com or portqii.com will be accepted.
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• If the user needs to allow sending emails only to a particular email address, the details for the same should be added in the given email address box. E.g. abcd@yahoo.com; (Multiple email addresses are separated with a semicolon) – This indicates that also, with domains the email address “abcd@yahoo.com” will be accepted.
• After adding domains and email addresses click on the save button.

Campaign Email Testing #

If the feature is enabled, the authorized users will see the tab Campaign Email testing on Campaign Rename Page in Asset Naming Application.

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• the Campaign Email tab, the user will see all emails which are present in the campaign. On opening
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• Users can select an email/s by clicking on the respective checkbox.
• Users can also select all emails by clicking on the “Id” checkbox.
• Users can add multiple contacts by searching contacts email in the text box.
• If any domains/emails have been configured on the Admin Configuration page, only those contacts having supported email addresses will be allowed.
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• Users can Send Emails to contacts by using the Send Email button.
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• Once Email deployment is complete, users can see the status of each email in the status column.

Notes: #

Only contacts which are having a domain and email addresses in configuration will be displayed while searching contacts