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It would be great when using Opportunity Influence Analyzer in the "Account" section that you could just search for the opportunity number ID in the case of when it's a large company and they may have several opportunities against it.
Use Case: Our forms on our website include a "comments" text field. This is important in order for the customer to provide contextual information about their request to the sales team. Today we collect this data on a form to a sync'd field on the LEAD and CONTACT objects in SFDC. We then use a workflow in SFDC to write the value of this field to a custom field on the Campaign Member. What I would like to do is use the PMCF campaign member sync to pass this value over instead. Unfortunately this is not currently supported per the documentation as "Text" fields are not allowed on the Program Member object. REQUEST: I'd like to request having a text field be added as a field type as a PMCF and allow us to sync it to a campaign member custom field.
It would be helpful if there was a column in the landing page export file from the Design Studio to indicate if a landing page is archived. It currently shows all landing pages in the .csv export. An Archived = Yes/No column would help cut through the noise.
＜要望内容＞Salesforce上で同姓同名の別ユーザーがいる場合、スマートキャンペーンのフローでCreate TaskのOwnerを設定する際にどのユーザーが設定したいユーザーなのかを判別できない状況になります。ユーザーの氏名情報でTask Ownerを選択するのではなく、ユーザーのメールアドレスやID情報で選択できるようにするなど、判別できる方法があると良いです。 対処方法として現行はSalesforceのユーザー氏名情報の登録を変更し重複しない氏名にしてからTask Ownerを設定するようにしていますが、氏名情報を書き換えると不自然な表示になることもあり、Task Owner選択の方法を改善していただきたいです。
We would like to be able to customize the layout, icon, and the background color of the social media pre-fillling feature in Marketo form. We would like to add simple CSS code to the element to adjust the display of the feature.
When we clone programs to Marketo, the Program Name must have a maximum of 75 characters in total. This makes it difficult for us because we are cloning programs with a naming convention of date/event type/event name. This also means when we look at analytics for our programs sometimes important information gets left off the program title (eg location).We are reviewing the naming conventions currently, but it would be really helpful if the character limit wasn't in place!
Google reCAPTCHAのフォームにおける表記を日本語化できるような言語設定機能を希望します。既存言語（英語）に不慣れな顧客の場合、フォームに日本語でない項目があることでフォーム送信をためらってしまう場面がありました。現在スパム防止のためreCAPTCHAを導入していますが、英語に不慣れな顧客でも安心してフォーム送信できるよう、日本語化の対応を希望します。
Allow for dynamic chat to trigger each time the audience criteria is met - not just the first time. (And make it optional to be used this way)this would allow the user to have a common experience not just a one-off the first time.
■前提承認済みのランディングページ（LP）は、編集された場合「下書き」が作成されます。この「下書き」は以下の3種類がある認識です。 1. Marketoユーザーが編集することで作成される「本物の下書き」2. テンプレートを編集することで作成される「虚栄の下書き」3. 上記2種類とも反映された下書き また、サポートケースでやり取りする中で、下書きの種類によって破棄の挙動が異なることを確認しています。 1.の下書き：破棄できる2.の下書き：破棄できない3.の下書き：下書き自体は残る（1.の下書きのみを破棄した内容（2.の下書き内容）として残る） なお、破棄の実行とともに そのように処理したことを示すメッセージが表示される ■アイデア/対応希望以下2点を希望させていただきます。 ・LPアイコン下書きマークで 「本物の下書き」、「虚栄の下書き」、「2種類とも反映された下書き」の区別が付くようにする・下書き破棄の前に ユーザーに確認メッセージを表示し、OKしたら破棄実行、キャンセルしたら取り止め、という挙動にする※補足テンプレートを更新すると、紐づく全LPに 2.の下書きが作成されますが、うち ユーザーが編集したLPの下書きは 3.となります。更新を反映するため 2.の下書きを承認したいですが、3.の下書きは 編集を続ける（承認できない状況）かもしれないため2.と3.を区別して下書きを承認する必要があると考えており、その区別を下書きマークでの対処を希望する次第です。 また、3.の下書きの破棄の挙動について 破棄実行後のメッセージを見逃したり 読み飛ばしたりすると、ユーザーは LPの下書きがどの種類か（3.の下書きが 破棄によって 2.の下書きに変わったこと）を確認できないと思います。（確認できないことで、ユーザーが LPの種類/内容、また この後 必要な編集作業について誤認してしまうかも と懸念します。）そのため、破棄を操作してすぐLPの破棄を実行する（その後から このように破棄しました とメッセージを出す）挙動でなく、破棄の実行前に 動きの案内と実行確認のメッセージが表示される挙動が望ましいと考えています。
Can Adobe implement the Google Feeback Loop system for Gmail:https://support.google.com/mail/answer/6254652?sjid=10186142268067450677-EU This is now out of Beta and is impacting all Marketo customers come Q1 2024 with the change in the Gmail spam rule changes:https://blog.google/products/gmail/gmail-security-authentication-spam-protection/
I think Marketo needs to regularly create new email templates. The ones out there now are from 2016 and 2017 and don't work as they should. A lot has changed with design and functionality in the past eight years. The colors, font sizes, etc. are not in line with current ADA guidelines. Creating new email templates regularly seems very necessary based on ever-changing design standards and mobile capabilities. Vote "Yes" to new email templates in 2024! Thank you for your consideration.
Do you ever find yourself lost in a labyrinth of open folders and programs within Marketo ? It happens to the best of us! Wouldn’t it be convenient to have a simple solution to close all open folders at once, rather than tediously clicking through each one individually or resorting to logging off altogether? Imagine a feature that allows you to regain control with just a single click—a "collapse all" button prominently placed at the top of the folder tree. This would be akin to the relief of closing numerous tabs in your web browser with a single gesture. No more navigating through a maze of folders or inadvertently accumulating a mountain of open folders and programs. With this feature, you can effortlessly declutter your workspace and focus on what matters most. This proposal will make folder management in Marketo more intuitive, efficient and enhance the Marketo experience for everyone. Thank you to Jo, Dave, Katja, for your insights and engagement in my original post.
Hi team,I would like to propose the implementation of a lead restoration feature. The deleted leads can be stored in a recycle bin before permanent deletion and restoration access can be restricted to the admins only. While deletion exercise is sometimes necessary due to database limits, it is equally imperative from a data cleanup perspective. The deletion of leads results in the loss of their associated activities, significantly impacting historical analytics. Even in scenarios where backups are taken before deletion and leads are re-imported, they are generated with fresh activities impacting the accuracy of historical records.Furthermore, instances may arise where leads are inadvertently deleted, either by mistake or without the awareness of key stakeholders in the marketing team. Introducing a restoration window for storing deleted leads would serve as a valuable safeguard against such scenarios. Thanks
Hi all, please add syntax highlighting in the "HTML Source Editor" within the "Rich Text Editor". Regards,Thorsten
Our team relies heavily on sample emails for review and approvals which has worked ok in the past, however as we use more and more dynamic content we are in need of a tool that gives the reviewer/approver full transparency into the email content. Our reviewers and approvers are often not Marketo users. Simply sending a sample email with the default content is not enough, but sending many versions of an email to reflect the dynamic content is also going to overwhelm the reviewer/approver. If we were able to send them a link to the email review screen instead (and add on some training of segments etc. so they understand what they are seeing) that would give them an easy way to check that the emails are set up as intended. It would be fine if the ability to view the email as a person is cut out, but the ability to see the segments is key.
There's currently a beta feature that allows someone to trigger on a sync activity when there's a sync error that was very helpful at my past company. It was a constraint on the Sync activity if I recall correctly. Having moved on to another company I was sad to learn that this was not GA yet. This is a functionality that Marketo has needed for years now, and I'd love to see this go GA - as it was very helpful at my former company. Thanks!
On the main view of the MSI plugin, it shows several things, including "Upcoming Campaigns" on the right side. However, this is actually very unhelpful information for sales because it shows every email that is planned in the entire Marketo instance, regardless of whether the individual will qualify for the send. So it appears that everyone will be getting the next Welcome email, or all the engagement program emails. I would like to suggest to the Adobe product team that this section is either removed to not share confusing data...or is improved to only display the upcoming campaigns for the specific lead/contact.
HiWe experienced a lot of errors in the Marketo SFDC integration due to a 1/ high volume of webinars 2/ with a lot of members.After a while the sync generated errors that stacked-up especially related to the GoTowebinar and Zoom integrations that put the global sync on the knees.The good practice out of this situation is to inactivate the SFDC campaigns one hand but on the other hand it would be a great safety measure to be able to put an expiry date when we decide to sync a marketo program with an SFDC campaign (because honestly, one never comes back on a past webinar to manually remove the SFDC integration)Once the date reaches the expiry date, the sync would be automatically removed for this program.ThanksSylvain
The native sync currently hinges around the core objects of Lead/Contact/Account/Opportunity. I do come across use cases more and more frequently though where the Account-Contact Relationship in SFDC manages more complex relationships between a contact and multiple accounts. Use cases range from external consultants / influencers on more than one company, several sites in different countries within a customer being logged as separate accounts and a stakeholder playing a role in more than one, etc. The set-up in SFDC prevents the contact being entered more than once to indicate their role in every account effectively, so is really great in avoiding unnecessary duplicates. It would be great if the data model in Marketo would also incorporate this added complexity.
Hi, I think it would be great if we have the ability to configure some fields to be required/mandatory during List imports at an instance level to avoid bad list imports and to maintain data hygiene. Thanks,Vineela.
Currently we have 3 options in the WLB Settings > Select Colour theme1.Default2.Project3.Project StatusIt would be really helpful for us to add an option to colour code task status (system & custom).This way we could easily see if the task on a person is already confirmed (Booked) or still in progress (Suggested) which is different from the project status relating to the overall status of the project.
After migrating to Adobe Admin Console, we found that users that a group administrator creates now requires approval. However, no notification is sent to anyone about the approval. It's very short sighted to require an approval and yet do not have an automated notification to be sent. This now requires a few steps more to achieve what was previously a simple addition by the group administrator. As systems administrator, we need to be notified so we can approve the user in a timely manner.
Description: A Date type field in Workfront custom form shows a day less on Journal reports. As the system automatically stores it in the UTC time zone. Adobe support response was when the field is missing the time the system automatically stores it in the UTC time zone. You can enable the Date and Time option on the field by editing the form and you will see the option to enable it on that field on report. Why is this feature important to you - See Accurate dates on the journal report considering the Workfront Instance Timezone and not seeing UTC converted dates How would you like the feature to work -Ideally, the process should acknowledge the data type of the field (just date in this case) and, if necessary to consider time, it should use the Workfront instance time zone setting (in this case Eastern Time) consistently, without applying any automatic UTC time zone defaults. Current Behavior - As the Field doesn't specify a Date and Time enabled on the Field. When the field is missing the time the system automatically stores it in the UTC time zone which results in showing the dates on reports by a day less.(For Eastern time zones)
Description - While Breakdowns are great, it can make the visuals harder, especially if you want to replicate something like a source/medium report like in GA; or any other 1 to 1 relationship. Being able to add multiple dimension columns followed by multiple metric columns, and to be able to sort those columns would go a long way to allowing simpler visualizations when needed. Having access to both Freeform breakdowns AND flat table visualizations would allow for more ways to represent our data (without having to take it out to Report Builder) Why is this feature important to you - More ways to visualize data is always important, and being able to represent and sort data based data sets as a whole would allow people to have a simpler view of sets of data... As in, instead of sorting by Metric A on Dimension 1 (altogether), then a sub-sort on the metric by Dimension 2 (i.e the breakdown). The Sort would be on the combination of Dimension 1 and Dimension 2 together. How would you like the feature to work - Create sets of data in a flat table visualization that can be sorted as sets, it will allow us to see information in a cleaner view: Both freeform (drill down data) and flat tables have an important roll in data visualizations. Freeform collect all the data consolidated at each level, whereas flat tables would split those dimensions up, but allow us to sort fully by which combinations are most relevant. Current Behaviour - This is a new visualization type that could be used in parallel with the existing freeform tables.
Adding this ability would support project managers especially when they are working on very large projects - currently we manage with exception reports, but this feature would drastically reduce time needed to chase Task Assignees
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