If you have duplicate lead records in Marketo, it's important to know which record Marketo considers the "active" record. Consider the following example:Sending Batch EmailsIf there are duplicates within your email list, only one email will go out. It will be the lowest Marketo ID (created first). This record is also used to populate tokens. Example:CreatedUpdatedMarketo IDFirst nameEmail3/13/20104/13/20102749Elizabethbeth@company.com12/15/20123/15/201610936Bethbeth@company.comIn this case, the email will be sent to the first record with Marketo ID 2749. It will say “Dear Elizabeth” if you use a token for first name. Also, the activity entries will be attached to that record (sent, delivered, opened, clicked). When the email click goes to a page with Munchkin code in it, any web visits will also be associated with this record.[EDIT 1/30/2018]: apparently this is not the case. As you can see below in the latest comments, @Aaron Dear uncovered a serious issue/bug - especially if you have a lot duplicates in your instance (in some cases, these duplicates are intentional). Basically, there is no defined logic to determine which lead record is used when evaluating duplicates as part of a batch email campaign.List UploadsWhen a lead is included in a list import and the lead already exists in Marketo, it will affect the most recently updated record in Marketo (updated last) - in this case, the record with the first name "Beth". If you're intention was to ensure Beth's record had the most up-to-date information so that some of that info could be used in an email send, you're out of luck. Marketo will use "Elizabeth's" record for that send.We’ve been running into issues with duplicate leads that exist in the same lead partition – specifically when sending batch emails that include tokens for Sales Execs (BDE) First, Last, and Email. To ensure this info is updated before an email goes out, the marketer will make sure the list import contains the most recent data. The emails still went out with outdated content/data. Uploading a list with updated data won’t matter (when there's a duplicate) since Marketo doesn’t use the most recently updated record in Marketo when sending out the email.Obviously, the main objective should be to deal with duplicates appropriately and regularly. But this often is easier said than done.When duplicates exist, I would like to see Marketo treat the active record consistently - in this case, the same for when sending batch emails AND list uploads - so that we can be certain our emails contain accurate personalization data.To see Marketo's full list of duplicate rules, head over to the discussion: If duplicate leads are an issue, be aware of how Marketo determines which lead is active
We would like to document custom information of a project for status reporting. A nice way for us to do this would be either by using the update feed within a project or baselines. It is important to us that we can build a report even on historic data not only the current content of the custom form. An idea to enable this would be to make the information in custom forms of baselines static. It would show the Content of the custom form at the time the baseline was created.
We would like to have option to show "total/combined line graph” visualization for filtered dimensions.See my example picture:We have done freeform table with dimension X. My example is for last touch channel, but better use case would be page dimension.Anyway, you will get the idea.I have filtered my table to show only referring domains and natural search. I would like to see only 1 line graph that is containing total amount of visitsfor only these two filtered dimensions. I can "uncheck" both dimensions and that way I will get only 1 line graph, but that is always for total visits and not for my 2 filtered dimensions. I have tried all the settings including unchecking “show grand total”, but that is only affecting to table and not the line graph.I could easily do a segment or calculated metrics for these dimensions and get the result I want, however, too time-consuming and maybe the biggest issue for us is that there will be too many segments just for this kind of matter that shouldn’t be worth to segment – So hopefully in the future we could get new option into line graph settings to choose total visits or “filtered visits”. Makes sense? Any de-tours available without segmentation?
I see a few old ideas in here about this topic from many years ago, but can't seem to vote them up so creating a new one. It would be great if Marketo allowed users to share Marketo calendars with people who do not have access to Marketo -- ideally with a read-only URL. I'd also like to be able to set up subscriptions that will send updated calendars to select people via email. A large majority of the Marketing stakeholders at my company do not have access to Marketo. That means, in order to share a calendar with them, I need to send a screenshot of what we have going for a given time period. This does not provide an automated/real-time option, and sort of defeats the purpose of the Marketo calendar. Without the ability to share read-only calendars to non-Marketo users, the Marketo calendar offers limited functionality and in my opinion, is not a truly viable marketing calendar solution.
When building date ranges you can use variables for days, weeks etc to build your dynamic date ranges. Can we please include the ability to also select hours when setting up your rolling dates? This will make more operational type reports have more applicable date ranges like last 24 hours etc.
Ability to save report prompt selections as a filter and once filter is selected, the report prompts will reflect that.
The last used report prompts should be pre-selected when viewing a report, and there should be an option to reset the prompt filters.
I have several projects with 1000-2000 tasks. When I update, it's only the current campaign, so I only need 100-200 tasks to be visible, not the historical ones that are 2+ years old.
It should be possible to show numbers in graphs directly above the column to improve readability.
When the implementation has 2+ dimensions with the same name, it's not possible to determine which one is used in the Segment. The solution would be to display the (i) icon on mouse hover similar to how it happens in the left rail (the appearing popup has a reference to the variable).
In addition to the existing ways to filter comments in proof, I'd like to be able to filter and include/exclude comments I made as well as comments I've been tagged in.
Hi,If we have long name for trait or segment, it is not good to see the list like following,so, if we could adjust the length of table by mouse handing, it makes better look for the list.Thanks!
Currently you can only set "team assignment to to team" in notifications. Problem is that when assigning a TASK to a team, they may receive that notification WAY too early, and can never receive notification when all predecessors are complete. It would be nice to have TEAM NOTIFICATIONS follow task assignee notification pattern for those instances where a company assigns a team to do work within a project.
Ability to apply tags to a folder and have anything added to that folder inherit those tags. This was available in Webdam and makes tagging assets very easy on the folder level instead of having to add to each separately. Some of our media library asset folders have thousands of assets which selecting them all has noticeable slowdown and sometimes errors out when saving. If tags could be done at the folder level it would make managing assets easier and more intuitive. Especially when people forget to tag things and over time more stuff is added there can and will be a discrepancy of tags. Obviously we'd still apply tags to each asset as needed on upload, but the folder can at least create a baseline of essential tags.
Ability to customize the order of request types / request queues by user or layout. If this isn't possible, then ability for non-public request queues to be in the "top 3" spots above all other queues (currently, only public queues can be in those top 3 spots).
I wish you could copy part of one template to another template!
I was looking to run a report that included tasks not assigned to a list of teams. This report also unexpectedly excluded unassigned tasks. Basically if you have a filter set to “not equal to X” you may not be able to count on it including results with null values (which are obviously not equal to X). I observed this in assignments reports for tasks that had a job role assigned, but not a user assigned, not sure if similar behavior occurs elsewhere.
We work with a lot of different brands at my company (B2B) and we use Adobe to analyze both online and offline data for those partners. We routinely send reports and analyses to our partners and it would be extremely helpful if we were able to create customized cover letters with our reports within the Workspace tool. These introductions can of course use the 'text box' option in the tool but there is no current way to add any images or logos to said cover letter.I think this could help add an additional level of presentability to the projects and make them more suitable for distribution to executives and directly to partners.
Adobe ID is not associated for many of our end user , but why system insisting business user to choose the account type when system knows that he has only federated ID enabled for his email address . Is there any way possible to suppress the account type option for federated ID
While testing the Document enhancements scheduled for inclusion with the 2017.3 Workfront release, we noticed that there is no longer the ability for our users to paste documents from the clipboard. According to the Workfront Customer Care team (ticket #1111643), they spoke with the product manager over this area and after having looked at their metrics on how much this option was used they have decided to remove this feature from the new documents are. Our user community uses this feature on a regular basis. I am hopeful that we can get the vote count up to add this feature back to the tool after the 2017.3 release.
With the current preset of 'last hour' to automate data warehouse exports for loading into our own corporate data warehouse we are currently loosing up to 20% of 'total seconds spent' on each exported hour.Therefore we suggest to develop an additional preset of 'last hour - complete' which creates the export after all relevant measures, especially 'total_seconds_spent', are complete, approximately 30 min after the hour is finished.Alternatively a preset of 'last 2 hours' would also help by enabling us to overwrite/correct the first of the two exported hours on our side.
We need the ability to attach a custom form to a billing record. Use case: some of our projects have multiple billing records. On a single project, one billing record might be billed to department #12345. The 2nd billing record will be billed to department #67890. When sending the exported excel file to finance, we need the department number to be accurate. Currently we have to pull in that field from the project level, which can only have one value and we have to manually change it to the correct one after exporting.
The Typeahead field is not very wide. As a result, many user names and almost all project names are truncated in the display. So, Long_Project_Name_Example is displayed as "Long...ample" and the user can't discern which value they should click on. Please make the field wider to display the full name of longer values (bonus points if you care to make it adjustable width like the text fields - otherwise, very wide is preferred to very narrow)
The number one thing I use Matrix view in reports for is dates. Having the total row makes no sense for these reports and confuses new users as to why it is even there.
When you use an "Aggregate" function in a Report column to generate an Average, you can see it in the Detail view, but not apply it on Groupings or Charts or see it on the Summary tab. Silly, The calc has been made, I want to be able to use it.Also, MEDIAN should be a function, not just AVG
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