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Eloqua App Review: Relationship One Asset Name Generator

A practical walkthrough of the Relationship One Asset Name Generator app, from installation and configuration through to copying a generated Eloqua asset name into the platform.

Dec 10, 2019 12 minute read Relationship One Asset Naming

Relationship One Asset Name Generator App

This is seriously cool: a big shout out to the team at Relationship One. The Asset Name Generator app helps standardise Eloqua asset names across common objects.

Campaigns
Forms
Landing pages
Segments
Other Eloqua assets

Before installing it, you need an Eloqua naming convention in place. If you do not already have one, start with the naming convention guide and workbook article first.

Before You Start

The app is free in the original walkthrough, but it assumes your naming rules already exist. The app helps users follow the convention; it does not decide the convention for you.

Install And Sign In

To install the app, open Eloqua, add the app from the Eloqua app catalog, then click Accept and Install. Once installed, enter your Relationship One user credentials.

Set Up The Naming Convention

Now set up the Eloqua naming convention inside the app. Add each column heading from your naming convention generator tool in the name field.

For each parameter, choose the right field type. The app offers four types: Text, Picklist, Numeric and Date.

Text

For free text values.

Picklist

For controlled values users choose from.

Numeric

For number-based fields.

Date

For predefined date formats.

Build Picklists And Parameters

In the original example, picklist is selected. Click the picklist icon, then set the name and value for each item you want available. Use Add to create new rows, then click Done when finished.

Choose Picklist

Picklist keeps users inside approved values.

Add Values

Add each visible name and stored value.

Add Parameters

Repeat until the full naming convention is represented.

Delimiter, Date Rules And Save

Once the parameters are set up, choose your delimiter. This is the character inserted between each naming convention parameter.

If you use date in the naming convention, configure it with predefined conditions. Then click Save and the Eloqua naming app is ready to use.

How To Use The App

The app is straightforward once configured. Navigate to the Orchestration or Assets area of Eloqua and look for the cloud icon in the top-right area of the platform.

Generate The Asset Name

When building an email or another asset, the cloud icon remains available. Click it, then choose Asset Name Generator. The Relationship One app opens and lets you select values from picklists and free text fields.

As you complete the values, the asset name is created and shown at the bottom of the app.

Copy And Paste Into Eloqua

Click Copy, and the app confirms that the generated Eloqua name has been copied. Then save your asset as usual and paste the generated name into Eloqua.

And there you have it. Seriously cool.

Developing An Eloqua Naming Convention Generator Tool

Start here if you need to define the convention before configuring the app.

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