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Grégoire_Miche2
New Participant
November 21, 2015
New

Tokens on Steroïds

  • November 21, 2015
  • 26 replies
  • 21275 views

The purpose of this idea is to gather all requirements for the next level of program token management. Here they are :

New types of tokens required :

  • URL token types () so that managing URLs for CTAs no longer requires a 1 page how-to guide
  • Image / File token types, so that updating a image in a email or LP can be done easily without error ()
  • Form tokens types to enable changing the form in an LP without editing the LP. See
  • List and smart list tokens ()
  • Formula tokens ()
  • All tokens providing program information, tags etc... ()
  • Multi line text tokens (not rich text, but just multi-line)
  • List of values tokens ( Thx @Andrew Sielen​)
  • Select field tokens, so that the standard user cloning programs has the possibility to choose values within a limited list (in conjunction with limited rights, see below). See , thx @Robb Barrett
  • Color picker tokens (), which settings could be restricted to a limited set of values.
  • Program level or campaign level UTM tokens that would be automatically appended to emails links
  • PURL tokens (see )
  • Asset (email, Landing page) tokens, that would provide the asset name, the asset ID, the asset template (see )
  • Tokens that could store value lists to be used in forms 2.0 select field values (see )
  • User/sender tokens should also be available for MSI emails: (Thx Josh Hampleman ),   (Thx @Aqeel Akbar) and
  • Change the Date Token to a DateTime.  When used for a webinar it'd be nice to be able to put in the time of the webinar, not just the date, so that we could use the token on reg page.
  • Have a Time Token that automatically parsed it into local timezones. If I set the token for 12:00 CST it'd be nice if it showed up as 1:00 EST on the landing page, based on their locale.
  • Tokens to set CRM users that could be used in lead assignment flow steps. See

Furthermore, we should be able to access campaign/program member values as tokens, including SFDC custom fields on the campaign member object (see ​)

We should also be able to access all SFDC campaign fields as tokens in Marketo programs. See , , , and this one and this one: ​.

Of course, all these would be used in flow steps (such as change data values, interesting moments, SFDC task creation, etc...) and in assets

Token management also needs some significant improvement :

  • We should be able to know easily where a token is used (see , thx 54930​​ and , thx @Jordan Lund​
  • Token name change should be propagated to where they are used (see , thx @Boris Kiperas​​)
  • We should be able to nest tokens (, thx 77896c23b3a73646ac738677aabf9c4454ddc324​​ and , thx 3f4b511b1ff3aa191ec9a659bd8f25e857df9b7e​)
  • Token definition should be separated from token value entry. We should be able to control who can create / delete tokens or edit token names or settings (see ) and it should also be possible to control who has the right to edit token values.
  • Cloning tokens should be easy (see , thx @Cecile Maindron​) and moving them should be done without having to recreate them (see )
  • It should be possible to override token values down to each asset (see , thx @Alan Brown)
  • We also would need to have the token inheritance to be brought to full power with root folder tokens (see )
  • It would be welcome if the tokens could be ordered in programs or folders to make them easier to manage. See
  • Ability to create validation rules on token, to ensure correct entries (Thx @Robb Barrett​)
  • Token input should be submitted to some validation. See
  • It should be possible to append some help text to tokens. See

Finally, token usage should also be strengthened :

  • "My tokens" could be used as default values for field tokens (see )
  • My Tokens to be used to be default values for forms 2.0 fields, including hidden ones (Thx 14675​) see here
  • More token drop lists everywhere tokens can be used.
  • Using local tokens in forms 2.0    (Thx @Dan Stevens​). Great one
  • It should be possible to use tokens in filter and trigger parameters and constraints. See (Thx Jeff Shearer​) and more globally in all smart lists in smart campaigns. See (Thx @Dan Stevens​)
  • UTM tokens should automatically be appended to all email links. see
  • It should be possible to update {{my.token}} values from within a smart campaign. See
  • Use of tokens to populate form field list of values ()
  • Program, lead and company tokens should render in MSI. See (Thx @Alex Stanton)

All these improvements, combined, would lead Program + tokens technology to a unmatched productivity tools for marketers in small to very large teams.

-Greg

26 replies

Caleb_Kelly
New Participant
May 7, 2020

Any updates on this? Would really like the ability to use System, Program and Campaign Tokens in My Tokens. 

 

Would also be great to reference other tokens within My Tokens.  Other ESP's have this functionality, seems like Marketo should as well.

New Participant
February 6, 2020
No text available
Grégoire_Miche2
New Participant
October 3, 2018

Added

Grégoire_Miche2
New Participant
February 21, 2018

Added:

January 9, 2018

You are a Marketo genius! I can't believe their product team hasn't scooped you up yet. I just want to live inside your mind for a month and come out with all your system knowledge. Every time I search the community, your answers are the most helpful and votes prove it. Thanks for being so active and helpful!

Grégoire_Miche2
New Participant
January 29, 2018

Thx Nikki

But I am not the only one and I personally learn a lot from other people in the community. The list is just too long to write it down here, but at the end of the day, this is really a collective work.

-Greg

Dave_Roberts
New Participant
March 31, 2017

Would it be possible to have a " Token Display | Rendered-Token Display" boolean somewhere in the interface (much like the Desktop/Mobile view in the EMail 2.0 Editor) which would display tokenized values from within the editor experience without having to kick it into some kind of preview mode. I find myself wishing that I could

1) See tokenized values instead of the token in the asset preview

2) Edit those values from within the asset editor without having to leave the editor experience (maybe a "Token" pane in the Elements/ Variables Modules panel - with Local & Global tokens just like the Variables). It'd be nice to also be able to send those changes back 'upstream' rather than having to "walk-it back" to the top of the waterfall.

Grégoire_Miche2
New Participant
March 31, 2017

Hi Dave,

Nice one. Could you enter it as a separate idea so that I can reference it and we can vote?

-Greg

Grégoire_Miche2
New Participant
March 15, 2017

Added a few ones on MSI:

-Greg

December 7, 2016

Hey Grégoire Michel,

What do you think about the following?

- Writing to a token in a flow step

- Cross program tokens (which could actually be accomplished by writing to a global token)

Either of these would drastically improve the ability to centralize, automate and scale marketing programs

Grégoire_Miche2
New Participant
December 7, 2016

Hi Michael,

The first one was already listed at the bottom pf the post and the individual idea is here:

I am not sure what you call "cross program tokens", but folder tokens that are shared between programs are already available. Although I agree that instance level tokens are missing. See

-Greg

Grégoire_Miche2
New Participant
August 16, 2016

Edited to add this:

-Greg

Grant_Booth
New Participant
April 15, 2016

+1 for the multi-line text token, referenceable in smart lists and flow steps. Some kind of "asset list object" you could select in a dropdown would also do the trick. It would be great to use the same list in different campaigns and smart lists but only have to alter it in one place. For example a list of forms which qualify a lead for certain stage/status if they fill it out.

Robert_Kelen3
New Participant
April 15, 2016

+1 for the use of token referenceable in smart lists and flow steps. And if

that's not possible, would be nice at least to be able to search/find all

instances where a given object (a form, for example) is currently being

referenced in smart lists and flow steps to make any future changes easier

(like if form A were superseded by form B)

On Fri, Apr 15, 2016 at 1:19 PM, Grant Booth <marketingnation@marketo.com>

Grant_Booth
New Participant
April 15, 2016

@robert: If I understood you correctly, I think you just want to look at the Used By tab of the form?