Eloqua 10 Asset Choosers

All Eloqua assets are stored in folders in their corresponding areas of the application.  Accessing your files and folders is accomplished using the Eloqua 10 Asset Choosers.

Navigating through the Emails, Landing Pages, Campaigns, Forms and Lead Scoring Choosers

To access and navigate the Asset Choosers in Eloqua 10:

1. For Emails or Landing Pages, navigate to Assets> Emails or Assets> Landing Pages.  For Campaigns, click Campaigns from the navigation toolbar, and for Lead Scoring Models, navigate to Contacts> Lead Scoring.
2. In the corresponding Launchpad:
   • For an Email: Click Open an Existing Email.
   • For a Landing Page: Click Open an Existing Landing Page
   • For a Campaign click Open an Existing Campaign.
   • For Lead Scoring Models, click Open an Existing Model.
3. By default the All Files folder is selected on the left-hand (navigation) pane.
4. To change the search location for your assets, select one of the following:
   • To view only those items created by you
   • To view only those that you recently accessed
   • To view ones that were recently modified (by anyone).
5. On the right-hand side, the breadcrumb (folder) icon displays All as your current location.  All folders and files are shown under that heading.
6. To open an asset (file), double-click on its name, or highlight the asset and select Choose in the bottom-right corner of the Chooser window.  Double-clicking on a folder displays the contents of that folder, including any subfolders and files contained therein.
7. As you navigate through the folder structure, the breadcrumbs indicate your position within the file hierarchy.
8. Hove your mouse cursor over the breadcrumb to highlight your navigation path as you look through the folder structure.
9. Click on the folder name to return to any folder which you have visited.
10. After you have opened the asset, the Chooser closes.
11. For the current session only, when you reopen the Chooser for the same asset, your previously viewed location is remembered and the Chooser automatically opens to that folder.  However, after logging out of the application, the inital view in that Chooser will return to All Files (All folder).

Using Favorites

You can now create a list of folders and files (assets) that you access on a frequent basis using the Favorites heading on the left-hand side.

To add a folder or file to the Favorites list:

1. On the right-hand pane of the Chooser, navigate to the folder or file you wish to add to the list.  Once you have located the asset, left-click on its name and drag the item to the left-hand pane under the Favorites heading.
2. Release your mouse button and the asset is added to your list.
3. As you add (drag-and-drop) more items into your Favorites list, a horizontal line indicates where the item will be added in the list, just as if you were adding a bookmark to your browser's favorites.  To add the new asset to your Favorites, release your mouse button once the horizontal blue line is where you want the asset to be added.
4. Favorites can be repositioned at any time.  To move an item up or down in your Favorites list, single-left click on the item, and while holding down your mouse button, drag it to the position when the blue horizontal line is at the desired location.
5. There is a maximum of ten (10) items that can be added to the Favorites list.  If you attempt to add an eleventh (or more) item(s), an error is displayed alerting you to delete one or more from the items in the Favorites section before attempting to add others.

To delete a folder or file from the Favorites list:

To delete a folder or file from your Favorites list, hover your mouse cursor over one of the items in the Favorites list and click the x to the right of its name.  The item is removed from the list, but not from Eloqua.

Notes:

• You can only add a file or folder once to your list.  If you attempt to add a folder or file that already exists in your Favorites, an error is displayed.
• Only the folder that you add to your Favorites list is a Favorite.  This means that files and subfolders contained within that folder are not marked as favorites; you must manually add them one by one.

Moving Files or Folders

There are two methods for moving files or folders within your folder hierarchy in an Asset Chooser.

To move files or folders:

Method A:

1. Search for or navigate to the file or folder you want to move.
2. Select the item and drag-and-drop to the desired location.  The item is moved to the new location.

Method B:

1. Search for or navigate to the file or folder you want to move.
2. Right-click on the file (or folder) name and select Move to Folder.
3. In the folder list that opens, left-click on the name of the desired folder and click the Move button in the lower-right corner.  The file (or folder) is moved to the new location.
4. If you want to move more than one item at a time, you can Ctrl- or Shift+Select multiple items and drag-and-drop them simultaneously.
5. Once selected, right-click on any one of the selected items and click Move to Folder on the drop-down menu.  Your complete folder structure is displayed.
6. Highlight the folder to which you want to move your item and click Move in the lower-right corner of the window.
   Your files or folders are moved to the new location.