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Improvements to WebHooks StructureDuplicate

As you may or may not know, I've created an integration between Jive and Marketo that uses WebHooks, and I see tons of value with just that piece of the integration.  However, we are nearly 6 months into our integration, and as we start to add more and more uses of WebHooks, we are finding that the rigidity in configuration is sending us down a path where there is a foreseeable management problem. Currently, a WebHook is defined as a distinct Server Call (such ://host/context/resource?parameter=values…)  rather than a distinct resource ( ://host/context/resource )  … This means that in the event I want to call the same WebHook service with different parameters, I have to setup completely new WebHooks.  For things like integrating with VEvent, where we need to pass in new Ids each time a new event comes up…this means a constant creation of new one-off WebHooks that rarely gets deleted. To help with this, I propose the following model be setup: 1.)  Create an independent "Host Record" responsible for (://username:password@host) information (this will keep users from having to copy/paste service credentials over and over again, and should those credentials change…it makes it one place to do it. 2.)  Alter the WebHook structure such that it has a "Host Record" as a child attribute and store (/content/resource/parameters names) as the WebHook.  Basically setting up the skeleton of the WebHook call. 3.)  Create a "Templated Parameter Values" Construct, that can store sets of Parameter Values for a specific WebHook.  Values may be 1234,ABC,xsd13 in the set, but providing a pretty name like "Welcome Email" to provide context to what they mean will help people select them from a drop down.   This allows the business is isolate business rules to a series of Named sets … such that the WebHook Flow reads…Call WebHook "Send Jive Notification" with Parameter Set:  "Welcome to Jive" What's the Flow Like, beginning to End? Go to Admin > WebHooks > Create New First thing is to select an existing host and/or create a new one (modal pop-up I'd imagine, if create new) Add the Context + Resource Path Information … plus any parameter placeholders that are needed.  Perhaps syntax is {{webhook.param=foo}} or something similar.  This can be put into either the JSON payload or URL field. Save WebHook Add "Templated Parameter Values" to the new Webhook (can only be used with that web hook).  This could be something that looks like a raw JSON object, and/or a render UI with text inputs for every param in the WebHook.  Users could add in static value or reference lead/company variable information. Now, To Call the WebHook, simply create your Smart Campaign…select "Call WebHook" (drag to panel) After the WebHook is selected…the Flow Step renders an additional field that has a drop-down of "Templated Parameter Values" names to select from, or the user can select "add values manually" and the UI lets the person add a 1-off set of values.  Whether the input is free-form text or individual fields, I am indifferent. The difference?  In the current paradigm we have 5 (soon to be 6-7) endpoints for WebHooks.  These are written to be very generic and rely on parameters to control their behavior.  In configuring our needs (we are just getting started)  we are using only 4 of the WebHooks End-Points and we have nearly 40 WebHooks defined.   In this new structure, it would be 1 Host Record … 4 WebHooks … and 2-8 "templates" per WebHook.  This makes a huge difference in maintenance, and the end-user experience when calling a web hook in a flow step. That's all I had for now, but definitely wanted to get that out of my head.

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Forum|Forum|6 years ago

Use javascript to track page views rather than log filesDuplicate

It's my understanding that Marketo tracks page views on a given landing page using an analysis of log files.  In contrast, Google Analytics uses javascript.  The benefit of using javascript is that you can be relatively confident that robots are unable to trigger a view.The downside of letting robot get into page views is that it will throw off all of your landing page conversion metrics.

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Forum|Forum|6 years ago

Arbitary UI changesInvestigating

Hi, Anybody noticed the arbitary changes to the UI? Change of colors in areas, smart-fill broken, areas of pointless shading that takes focus away form the job the I/F is meant to do. Right click on a folder, add a local asset and the UI still asks what folder you want to put it in. 99% of the time I want it in the folder I clicked on. Opened ticket, of course no immediate changes to the UI, but really looking to know if the community accepts random un-connected changes to the UI, when more shold be expected from their PM group.

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Forum|Forum|6 years ago

Search fields in formsInvestigating

When I create a form I find myself scrolling forever looking for the fields I want to add.If there was a search funtion for form fields, that would make life easier :)

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Forum|Forum|6 years ago
Nora_Slattery3
Nora_Slattery3New Participant

Outages section in the communityDuplicate

Hi Guys!Recently had an issue with email deliverability which looked odd so the first place I jumped to was the community to see if there was any notification of some kind of outage/issue.After a few days, I had a response to my post on the community about the error and it was discovered and fixed days ago but no notification was sent/accessible even though it had longer term effects on my campaign. This outage had a fairly major impact on a couple of my clients and I think it would have been important to receive / be able to look-up some form of notification instead of just discovering that something was wrong through trial and error... So my idea is to have a section in the community where we can go to see if there are any outages that could affect our campaigns. I wouldn't expect to see EVERY support request in the section, but things like "Brief email outage caused by a temporary spam listing - resolved within 2 hours, please check your active campaigns because you may receive false spam bounces" could have worked in this instance.Warm regards,Nora

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Forum|Forum|6 years ago

Ability to see the full name when adding content to a Engagement StreamDuplicate

The Stream tiles don't allow you to see the full email or program name when adding content to the the Engagement Stream, which can make the odds of chosing the right content (especially emails in programs) pretty low.  Plus even after you've chosen it, the full name is cut off, so you still can't be sure that it is correct.  And you can't delete the conent if it is incorrect.  See screen shots below.  The UI needs to provide the ability to view the full name of the content before and after selecting it.

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Forum|Forum|6 years ago

Collapse Folders After Marketing Activities SearchInvestigating

If I do a search for a term in Marketing Activities, the left box shows all the places that specific word exists. This is fine and working as intended, but after I find what I'm looking for and select the right asset and clear the search box, all the folders/programs are still expanded in the sidebar.It would be great if after a search either everything collapses, or everything but the main folder of the object you've clicked on and selected!

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Forum|Forum|6 years ago

GoToWebinar Confirmation Emails won't resend after registering multiple timesDuplicate

I just started working with GoToWebinar.  We host the same webinar once a week, and I wanted to make it really simple to setup by cloning the program week after week.  Because of this, sending the confirmation email directly from GoToWebinar seemed to be simpler than doing so in Marketo.  When I register for the webinar once, I do receive a confirmation email.  However, if I register again for the same webinar with the same email address I do not receive a second confirmation email.   I am wondering if since I am already registered, when I register again, there isn't a change in my program status so it doesn't push anything over to GoToWebinar, and I therefor do not receive that second confirmation email.  In the progression status, I do have it set so "Each lead can flow through flow every time."I have two questions.  First, has anyone experienced this before and developed a workaround for this?  Second, what has been your experience sending confirmation emails via Marketo vs. GoToWebinar?Thanks! 

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Forum|Forum|6 years ago

Trigger for when a Web service API form is submitted by an existing leadDuplicate

When an existing lead submits a form that uses the Web service API to send the form data to Marketo, there is no  trigger that we can use to detect such an event. For new leads we can use the 'Lead is Created' trigger with the 'Source Type = Web Service API' constraint.  We really need a similar trigger for existing leads.

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Forum|Forum|6 years ago

Screen refreshes to the same location after you 'Like' an ideaDelivered

It would be great if after you 'Like' an idea the screen does not bring you back to the top of the page. Instead, it would refresh to the same location of the idea you recently voted for.

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Forum|Forum|6 years ago

embed 'view as webpage' into email HTMLDelivered

Hi, I'm re-building our email templates and I want to use my own 'view as webpage' link instead of MKTO's auto generated one found in the email settings. This way, we can embed the link into our email and position/place it where we want.In this case, there are two benefits for me:1. I want to position it inline with other links such as 'forward to a friend' and 'unsubscribe'. 2. MKTO places it at the top-most part of the email so the Outlook "AutoPreview" in peoples inboxes always reads "To view as webpage click..." instead of grabbing a strategically placed summary/CTA of the email which would help opens.Cam

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Forum|Forum|6 years ago

Ability to remove leads from an Engagement programDuplicate

Perhaps there's a way to do this, but I haven't been able to find it... but it would be nice to be able to selectively remove leads from the new engagement programs. I included some leads that shouldn't have been in the initial load and would like to exclude them from future lead track emails. I supposed I could move them over to an empty track based on the criteria, but it would be nice to remove them completely. Since there's an 'Add to Engagement Program' step, it would be handy to have a 'Remove' as well.

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Forum|Forum|6 years ago

Modify preheader text in emailsDelivered

Email clients usually show a preview of an email body. I'd like to be able to modify that preview in the email.For example, "View as webpage" might be the first text that the customer sees. I'd like to choose what they read when they first look at my emails.

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Forum|Forum|6 years ago

Ability to see the full name of an email in the Engagement StreamDelivered

The Stream tiles don't allow you to see the full email or program name after adding content to the the Engagement Stream, which can make the odds of chosing the right content (especially emails in programs) pretty low.  See screen shot below.  The UI needs to provide the ability to view the full name of the content in the Stream tile.

6
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Forum|Forum|6 years ago

Share reports via linksDuplicate

The subscriptions section of the reports is great, but what if you want to send a one-time snapshot report without running an export? Would it be worth-while to have a "share this report" link? 

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Forum|Forum|6 years ago

Munchkin support for jquery 1.8.3Delivered

As the world moves on, we need Marketo to do the same.  Can you please consider supporting the current versions of jQuery? Currently v1.8.3 looks like the last supported version from my limited testing.Cheers,Eric

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Forum|Forum|6 years ago

How can I manage the seed list for emails?Duplicate

I want to be able to have a list of every type of email we send internally and then have empoyees be able to go into the form and select which sections of emails they would like to receive. Is there a way I can make a form that does this?

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Forum|Forum|6 years ago

Need a help article on transitioning existing programs to an engagement programInvestigating

The Engagement Program deep dive covers building new engagement programs (including nurture) from scratch, but I don't see anything about transitioning an existing program into a new Engagement Program.  It would be nice to have a help article or video about this that answers questions like the following. After I add my nurture programs to the Engagement program, how do I ensure that the existing nurture program members are added to the Engagement Program and the next email in the series will be sent to them at the correct time interval since their last email?  Also, how do I ensure that leads don't continue to run in the old programs? How do I add those nurture program members that are in the exhausted content list to that status in the Engagement Program? How do I ensure that my email stats from previous nurture program sends are combined with the email stats from the new Engagement Program? How do I ensure that previous nurture program status values are transitioned to the new Engagement Program? If a program is added to the Engagement Program, can it have new members added to it that are not in the Engagement Program and it will still operate as before?

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Forum|Forum|6 years ago

Add polling to the communityInvestigating

Many users write questions looking for crowd wisdom on best practices.  Wouldn't you like to see survey results on these questions?   When do you plan to migrate to the customer engagement module What is your average Click through rate? What is the conversion rate of your best landing page? It would be great to be able to create surveys within the community.

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Forum|Forum|6 years ago

Allow Tags for Customer Engagement ProgramDuplicate

Custom program tags are not available in the Customer Engagement Program "Setup" tab. We need these tags for reporting classification for territories, product lines, business units, etc. I understand any child programs have tags, but I need local assets to parent program to be associated as well.Disclaimer: I'm am just building out my first Customer Engagement Program, so I may be missing something since I do not have any reporting to review. Local assets to the Engagement Program, though, aren't classified to any tags, and this is a problem.

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Forum|Forum|6 years ago

Stream Cadence \ DailyDuplicate

In Engagement programsI would prefer that there was a "Daily" email option under Stream Cadence. Daily would mean that depending on the days of the week you set, they could get one email on each of those days.That would change the logic for "Weekly" emails, which would mean if you selected each day of the week, they could only receive one email per week, but it could be on whichever day of the week was 1 week after the last engagement email they received. Or 2 weeks after the last engagement email they received.Under this example, because it was set on Weekly, not Daily, this screenshot would mean that every 2 weeks (from the last engagement email that was sent) someone is eligible to receive an email any day of the week except Monday & Friday.Use Case - I'll never use daily emails unless it's for something super specific like a multiday user conference. My users don't want to hear from me that often. But I do believe that you should approach people in respect to when they approached you first. If you have a VP who is slammed all week long while they're in the office. But every Sunday morning while having coffee they have a calm moment to check email & do a bit of research. They came to my site first & downloaded something & were added to the engagement program on a Sunday. I'd like them to continue to recieve correspondence in respect to that initial approach.As a future case, the Cadence of Random. What I think lulls people into no longer reading your emails is to always send them on Tuesday at 2pm. This new cast system is great, but I think over time people get a bit desensitized to the repetition.

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Forum|Forum|6 years ago

Bring back "Preview email template" from "New Email" interfaceDelivered

Here you can see the new cobalt interface for creating a new local asset, new email. Before there was a little email preview button next to the template. This is a really important functionality for my (especially new) colleagues to understand which email template to chose. Please readd the preview button to the cobalt interface.

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Forum|Forum|6 years ago

Stream Cadence for testingDelivered

The engagement program module doesn't provide a straightforward means to test who will receive what email.  There should be an option for testing that will accelerate the cadence to once every ten minutes.  As streams get longer, even testing once per day can take a few weeks.

5
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Forum|Forum|6 years ago

Better Email AnalyticsDuplicate

The analytics for email campaigns are not very attractive and require a little bit of work outside of the system to visualize the data in a user-friendly format. It would be great if we could view a variety of charts (and if possible with drill-down capabilities) that demonstrate useful info:1) Clicks and Opens over time (line graph)2) Opens by region (pie graph)3) Clicks by specific link (bar graph and pie graph as two choices)Thank you.

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Forum|Forum|6 years ago

Engagement Program sort members by datesDelivered

I would like to sort members in new customer engagement program by dates, only thing I can find to sort that is even close is the lead ID numberJust looking to view most recent activity at the top of the members view as we get more familiar with how engagement works.

5
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Forum|Forum|6 years ago

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