Asset Naming Assistant
Why Asset Naming Assistant & What Can It Do
Last Updated: November 1, 2023Why use Asset Naming Assistant: Many organizations recognize the importance of having good asset names. Good asset names are very basic, and they have the capacity to make the workplace more organized and sorted. With good names, team members spend less time looking for assets and more time getting things done. Having to click into...
Who can use it
Last Updated: June 26, 2023ANA is a licensed software and the license can be purchased by writing to support@porqii.com – Once the organization has the license, the Marketo-admin can choose which team members can use the app. If you need access, ask your local Marketo-admin in your organization to set up the rights for you. Setup and Configuration If...
How to access ANA
Last Updated: January 5, 2024Method 1: Use the URL NOTE: talk to your organization’s Marketo admin for your credentials – you will need it to use this app. Use this link to open ANA in a browser: https://appcloud.portqii.com/marketo/sign-in I am accessing this page in March 2023, and this is how the page looks: The page accepts an email-id and...
Configuration before usage
Last Updated: January 5, 2024Like all apps, ANA needs some things to be setup before everyone starts using it. The setup and configuration can be carried out by the admin. Question: how do I become and admin of Portqii ANA? Accessing the Admin Configuration To access the admin configuration page, click on the gear-icon on the logged-in home page...
Create Assets with ANA
Last Updated: January 5, 2024In this section, we will see how Marketo users can use ANA to create assets instead of directly creating them in Marketo. This is important, because by making this one small change to the way we create assets, we can start generating meaningful asset names. To start with, let’s see how we can create a...
Rename assets with ANA
Last Updated: January 5, 2024The renaming section is easy to access from the home page: Here are the steps to rename the asset: Step 1: Choose the Asset Type from the Dropdown list: Step 2: Type in the name of the asset that needs renamed – in full: NOTE: We need to type in the whole name here. Step...
Tagging Assets with ANA
Last Updated: January 5, 2024One of the most powerful concepts while storing assets, is to tag them in addition to storing them in a well planned folder layout. An asset can be placed in a folder, but with tagging, we can have multiple tags associated with the asset. For example, a campaign that I just created is stored in...
