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There should be a flow action to merge leads. I realize there are complexities involved with potential field value discrepancies between the winning and losing lead(s) but if people have the confidence that the leads should be merged then this should be an option. It would be nice if Marketo could build a graphic interface to automate merging, where rules can be set for conflicting field values, as opposed to having to pay for 3rd Party services. Duplicates are such a big issue for a lot of people using Marketo and besides using a 3rd party or using Zapier or Python to do the merging people do not have a lot of options for automating merging or merging in bulk.
In the New Experience the "Share" link on the document details page is hidden under the ellipsis icon (...). It would be helpful if it could be moved to the lefthand navigation area along with approvals, all versions, updates, custom forms.
Our company relies on the the ability to triage tasks by Working On, Work Requests and Approval tabs and Updates area that appear on the legacy My Work screen. We cannot move to the new Workfront Experience and gain benefits from other features until we have this view available. We've attempted to create this in a dashboard view, but reporting limitations does not appear in the same way where you have sorting by Overdue, Due Today, Due Tomorrow, Due this Week, and beyond.
Description -As every company has his own preferences of storing and naming documents, it causes expenditure to rename a document every time over and over again. So my idea was to replace this process by a function of Adobe PDF. I thought about a function that enable to capture key information about a document while creating it. So that this information is converting to the file name automatically. For example the date of creating, the valuta date, the subject, document type and so on. Since some companys could still have individual preferences of the order and type of information, it could be an additional function that allow the user to adjust the information and order he likes to have in the documents names.Why is this feature important to you -I am working in the administration of an asset manager and have to work with many documents daily. Every time a new document arrives us, I have to rename and save it in a uniform structure.How would you like the feature to work -Current Behaviour - Currently we rename every file we access in order to make sure that we find the document later on quickly.
I really would like to have the details of what is open in a particular tab listed. When working in the updated interface I've noticed all tabs are titled "Marketo Engage". Makes for a lot of clicking around in tabs if you like working with multiple open. Here is open tabs on the old UX for comparison. It gives details on what section of Marketo you are in and what program/asset.
Hi all, since the new version of marketo came (Marketo Engage) there is no difference between a normal campaign and a campaign that is requested. Can you please add a separate icon for requested campaigns just like the arrow pointing to the light bulb was before? Thanks!
Recently, while I was implementing features in my local, it had took me more than 30 minutes to upload a file with 3 records, also I found the marketo failures api doesn't work correctly, first it can't report meaningful message , I didn't find any information in the wiki(https://developers.marketo.com/rest-api/error-codes/), the second bad thing is, from the response csv file, it can't provide the error code column,we can never know the status code X@X-OptiPlex-7020:~$ curl 'https://091-CTR-291.mktorest.com/bulk/v1/leads/batch/566157/failures.json?access_token=#credential#' advertiserId,atsJobId,campaignName,jobTitle,Import Failure Reason 230933980,2,test campaign2,test job title2,Unknown error 230933980,1,test campaign1,test job title1,Unknown error 230933980,1,test campaign3,test job title won't override 1,Unknown errorAfter I chatted with custom service, case number(01418355), confirmed the bulk api & json rest api response is not identical on response format in importing leads, bulk api doesn't have an record level error code which json rest api has.To make the api identical and also beneficial for users debugging, handling errors, it's very helpful add same error code support for bulk api.
Some others like me are finding out that Marketo system time seemed to not adjust automatically with the daylight savings time change in the U.S. this past weekend.The system should do this automatically AND not impact our scheduled activities.Manually adjusting your time zone in your Marketo profile changes the time on all of your scheduled reports, emails, nurture streams, etc. -- which means they are off by 1 hour until you go re-set them all.And then you may have to do it all over again several months later when daylight savings time happens again.Please let me know if I am missing something in the Admin area that would fix / solve this.
Occasionally, we'll run into a situation that requires more complex logic in our smart campaigns that what Marketo allows. Our only choice is to create multiple smart campaigns. Instead, it would be great to have multiple levels (two would be a good start) of choices within a flow step of a smart campaign. For example, a single "Send Alert" flow step might look like this:If Telemarketing MQL is TRUEIf country is USsend telemarketing alert to US marketerIf country is UKsend telemarketing alert to UK marketerIf Event MQL is TRUEIf country is USsend event alert to US marketerIf country is UKsend event alert to UK marketerAlternatively, but slightly less structured, it could even look like this:If Telemarketing MQL is TRUEANDIf country is USsend telemarketing alert to US marketerIf Telemarketing MQL is TRUEANDIf country is UKsend telemarketing alert to UK marketerIf Event MQL is TRUEANDIf country is USsend Event alert to US marketerIf Event MQL is TRUEANDIf country is UKsend Event alert to UK marketer
Currently, Webhook payloads do not allow Velocity Script tokens. Why not?Using a Velocity Script token to generate the JSON payload for a Webhook would be very helpful. For instance, the JSON structure of my Webhook could vary conditionally based on Lead and/or Program tokens. Currently, if I want to perform different actions in an external API, I would have to create numerous Webhooks. I don't want to have a different Webhook for each variation of my API calls. I would like to use a single Webhook, but vary the payload using the conditional logic of a Velocity Script.DesiredWebhook - Mail Item{ "leadId": {{lead.Id}}, "sku": {{my.SKU}}, "qty": 1, "address": { "name": {{lead.Full Name}}, "street": {{lead.Address}}, "city": {{lead.City}}, "state": {{lead.State}}, "postcode": {{lead.Postal Code}} }, "data": {{my.Custom Script}}}Velocity Script Token - {{my.Custom Script}}{ "postcard_message": "Dear ${lead.FirstName},\\nYour subscription is about to expire on ${lead.subscriptionEndDate}.\\nRenew today!"}Velocity Script Token - {{my.Custom Script}} in another Program{ "brochure_image": "${my.brochureImage}", "brochure_copy": "${my.brochureCopy}"}CurrentWebhook 1 - Mail Postcard{ "leadId": {{lead.Id}}, "sku": {{my.SKU}}, "qty": 1, "address": { "name": {{lead.Full Name}}, "street": {{lead.Address}}, "city": {{lead.City}}, "state": {{lead.State}}, "postcode": {{lead.Postal Code}} }, "data": { "postcard_message": {{my.Custom Postcard Message}} }}Webhook 2 - Mail Brochure{ "leadId": {{lead.Id}}, "sku": {{my.SKU}}, "qty": 1, "address": { "name": {{lead.Full Name}}, "street": {{lead.Address}}, "city": {{lead.City}}, "state": {{lead.State}}, "postcode": {{lead.Postal Code}} }, "data": { "brochure_image_1": {{my.Custom Brochure Image}}, "brochure_copy": {my.Custom Brochure Copy}} }}
Right now Forms 2.0 field visibility rules are only OR statements which seems counterintuitive because you cannot show a field only if multiple criteria are met. Unless someone has figured out a workaround, you can only show/hide a field based on a single criteria.It would be great if there was advanced logic similar to smart lists that would allow you to say ALL filters, ANY filters, or something in between.
Please change the color of the lion logo in the upper left-hand corner. Having the lion red instead of orange makes it feel like your projects and tasks are behind, or the lion is "angry". I understand there was a branding update but I feel like it brings on anxiety within the platform that wasn't present before with the recent change.
Hello,Short version: Marketo API to support extract of new acquired leads per program.Detailed version: We have tried to connect via API and GET an extract of the new acquired leads per program to show in one Data Studio dashboard for reporting purposes. Hence Data Studio allows to choose a specific timeframe would be really nice to be able to have a count (only a count and no other details due to GDPR related issues) of all the new leads and their Created Date from a specific program.Looking forward for your answer! Thank you!Dan
As of today, there is no programmatic way to send one-off program member custom field data via requested campaigns; the only alternatives are to run a one-off bulk import job or to run a separate form submission call. However, for existing organizations that already have set up REST campaign requests, there is no straightforward way to append this data. Ideally, passing PMCF data could be done by including something similar to the way token names and values are passed. At this time, this could only support passing records one at a time through the request, but that's a reasonable compromise for most uses.
In Classic Resource Scheduler, I was able to view tasks with predecessors. When a task was ready, the grey predecessor would turn green. It would be great if this functionality was available in the Workload Balancer.
Currently, documents, % Complete and Status data can be retained when moving or copying a task from one project to another. Updates at the project level will migrate if a full task list is selected, but Updates at the task level do not.If work starts on a large project and the PM wants to split the work across multiple projects instead to make is easier to manage, losing those discussion threads can be a significant problem. The manual solution of taking screen grabs or copying/pasting the threads - one task at a time- is not very efficient.If there is an option to preserve other task-based data from Task Move or Task Copy actions, why not Updates?
Right now, it's apparently not possible to include a comma inside a product name in SiteCatalyst. I presume this is some hard-coded limitation inside the data processing component. The solution is to strip commas from the source data. This is a bad solution. Munging data is just a bad idea. I can just see someone down the track, who doesn't know the story, doing some perversion or other with the data from SiteCatalyst and wondering why the numbers don't align. Then wasting a day or more before realising that the SiteCatalyst data, unlike the source data, doesn't contain commas. In this instance, the data I'm talking about is movie titles. "Crouching Tiger, Hidden Dragon". "Synedoche, New York". Commas are pretty common in movie titles, and are really an integral part of the data. Sure, I could use a unique identifier and then use SAINT classifications blah blah blah. Yet another automated upload process to monitor and make sure it doesn't break and stay in-sync. Sorry, but I've got enough of that pain already. Easiest solution? Give us an escape character that's ignored all the way through until the point when the product string is split into an array. "Crouching Tiger, Hidden Dragon" becomes "Crouching Tiger,, Hidden Dragon" or "Crouching Tiger\, Hidden Dragon" or whatever escaping mechanism you choose. Just choose one and tell us!
There are occasions when a username for one person is created twice. Proof approvals are then sent to both usernames and the user struggles to go back and forth between the accounts to approve the proof.Duplicate accounts are created when the user has a name change but the person sending the proof approval is not aware of the new name so they will enter the old email address, creating an external user for the user's old email address.
We are using the resource planner to forecast our team onto planned/active projects. There is an activity internally to explore using this globally.Here are a few comments following our Snr. exec demo;The current UX is poor. Unable to see the full project name or resource role name.Entering values twice; once against the role/project and once against the specific user. It would be good to have an option to mirror the entry - speeds up the process.FTE is entered as a decimal; usually entered as a percentage. Lower priority.The product is slow to load.Adjust budgeting dates; the chevron on the left side is pointing in the wrong direction (it should be < instead of >).Adjust budgeting dates; should be renamed to something else, as it doesn't actually adjust anything, it just shows you if a particular period is low/high/overcapacity.Innovative idea 1; a lot of companies split forecasting by confirmed / unconfirmed projects. It would be valuable to assess building this option into the planner. Value: able to assess capacity load in the scenario your unconfirmed pipeline shifts to confirmed at the estimated start date. Are we able to manage the unconfirmed pipeline in that scenario. If not, I need to be ready to hire external consultants for example.Innovate idea 2; ability to see how the forecast impacts the project's profitability margin (i.e. if I resource a designer for 2 weeks, will this blow the budget). You could highlight the project red if it is no longer profitable and add the NET profit/loss value in the table or above/below the project name.This idea covers a number of improvement areas; we think this product is immensely important for all Workfront customers and will be welcomed by new customers as well.
We struggle with users having to go to several different places to control all the different notifications. There should be one central location where a user can control all notifications. Users should be able to control the following from their profile where they control all the other notifications:-Late Proof Alerts-At Risk Proof Alerts-Default proof email type (All Activity, Decisions, Disabled, etc.)
We have an excel document that we have users fill out for every project. It would be GREAT if we could allow ANY user to upload an excel spreadsheet at the project level. then the information from the excel sheet would populate into the Custom Form. This would be extremely beneficial since there are lots of pieces of information that don't change. Instead of having to copy & paste each time.
Typeahead filters should be able to be applied at the form level. For example, if I create a project typeahead field for a team and filter it by their portfolios, I should be able to add that same field to a different form and apply a different filter. Otherwise, I have to create a new typeahead field to do the same thing just to have a distinct filter. This eliminates our ability
I would love the ability to generate interactive WorkfrontPROOFs of custom forms. There are several complex forms I've created and would love to be able to have reviewers test the content as well as the Logic in the form to make sure everything is setup properly. It would also be great to have all of the reviewers comments about the form in a central place.
We have an API call related to the owner value field in our system.In Some cases when the owner value is sent as null it is still updated as the creator of the project.The incident is raised with Workfront customer support on - 00216104, 00151895 Owner field of the project should not be updated if a null value is being sent on an API call.
When clicking on a link in a link in a view the user leaves the current page and is redirected to the linked page/object. Especially when the user wants to drill down into an object from a dashboard and later come back to the dashboard this behavior is very time consuming, as the user needs to reload the dashboard every single time.We would like to be able to decide whether a link should be opened in a new tab or reload the current page. I imagine a selection option in the "advanced settings" in the edit column menu, or using text mode HTML like on websites.The current workaround is to click on the link with "Left"+"Ctrl"(Win)/"click"+"Command"(Mac) or "Left"+"Shift"+"Ctrl"(Win)/"click"+"Shift"+"Command"(Mac)
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