Community Pulse

I would like to share some enhancements that were recently released which are aimed at helping our valued marketing users improve productivity in their day-to-day tasks. These are a few that have been requested by our customers thru discussions or come via the Nation Community Ideas in the past. There are more on the way so please so please do continue to check for latest releases and posts by the Product team here:   UI Performance Improvements Various backend optimizations were performed in the back-end to improve UI performance when navigating thru the application and viewing certain screens. Improved Admin User page performance, for faster rendering from navigation. Infrastructure improvements in UI to enable faster caching and loading. Improvements to enable faster data rendering for Smart Lists.   Global and Workspace My Tokens It now possible to make My Tokens available at the Global and Workspace level so that other users are able to use them. Improves productivity by eliminating the need to create redundant sets of My Tokens in each base-level folder structure       Trigger Tokens For Any Activity Attribute Triggers on Smart Campaigns can be used as Tokens. Provides the ability to access all trigger activity attributes via tokens so that users can map any available data from triggering activities into campaign flow actions.     Expose ECIDs on Person Detail Record Customers can view the ECID information available on the web activities (e.g. visited web page and clicked link on webpage) to determine if a person has a matching value in their other Adobe solution. Reduces the effort needing to use API calls for data that is already available in some activities.     Field Management Updates Now REST/SOAP API names are visible in Field Management to simplify access to API names for end users. Users were previously required to download a csv field for Field data to see the REST/SOAP API names for fields so no need to do that moving forward!                                     Also adding standard Program Member fields in addition to custom fields, to simplify data management for administrators.           Restrict Smart Campaign Comm Limits New Permission allows administrators to restrict access to communication limits settings for individual smart campaigns. Provides better governance and controls on over communicating to Leads.       REST API Error Code Notification Rest API codes 606 (Max Rate Limit Exceeded) and 607 (Daily Quota Reached) are now included in REST API Error Notifications in the UI     We hope these new updates to the product provide are useful. These new features were requested by our valued customers thru direct meetings, discussions and community ideas so please do keep them coming and hope to bring more improvements as well as key innovations in the near future. Thank you for your contributions!

Greetings, Marketo Nation! As part of the May 2025 release, we are bringing new enhancements to Marketo Engage’s roles and permissions, specifically targeting the new assets powered by the New Email Designer. This update is designed to provide more granular permissions and improve user management. Granular Permission Required In the past, assets created with the New Email Designer lacked specific granular permissions. With the upcoming changes, all existing email permissions under roles will now apply to these new assets created using New Email Designer (Emails, Email templates, Fragments, etc). Users who require access must be granted the relevant email permissions, such as view, edit, and approve.   New Email Designer User List Management To allow access to assets powered by the New Email Designer, users must be included in the Admin page's "New Email Designer" user list. Additionally, appropriate permissions (view email, edit email, approve email, etc.) must be granted for effective usage of the new designer. Changes to Template Approver Permission Currently, users with the Template Approver permission have complete access to assets created with the New Email Designer. Post-release, users need to have all necessary permissions to avoid access issues. To ensure a smooth transition, we are automatically adding users with Template Approver permissions to the Admin page’s New Email Designer user list.   Here is a table that lists all scenarios and changes post these changes released: Examples of how to read the above table: If a user of Marketo today has Email User permissions, Email Template Approver permission, and is added to the user list, they will have access to New Email Designer assets. After the rollout, this access will continue to be available. If a user has only the Email User permissions and is added to the user list, they will have access to the New Email Designer assets. Post-rollout, they will need all necessary permissions to maintain their access. User Access Permission At present, any user with admin page access can view the New Email Designer user list. Following the release, only admins with "User Access" permission will have visibility to the user list on the Admin page. This change will help ensure that admins without user access permission cannot view any user lists or associated emails.   We believe these updates will greatly enhance the functionality and security of the New Email Designer. We are excited for you to experience these improvements and look forward to your feedback.   Thank you for being a part of Marketo Nation! Marketo Engage Team

Marketing is hard. Trying to figure out the right time of day to communicate with your customers, the frequency, the words used, whether to let the intern use your brand to attempt viral TikToks. But harder yet, how do you market to marketers? The ones who have seen it all? Is there a special mixture of ingredients that helps get through to this even tougher crowd? Two parts fun facts, three parts superlatives, a healthy dose of exclamation points, and it’s baby, you got a stew going?   No. You just level with them.   That said, our last email editor was...a bit long in the tooth. Trust me, I know, having personally written their help docs a good four years before any of us had to put on a mask to enter a grocery store. But that was then. This, as they say, is now. And now, we have a pretty darn cool email designer.   But is email still relevant?   In late 2024, research and consulting firm eMarketer published an article detailing how often email is used. In the United States, more than 82% of the population engages with email, and that number is expected to steadily increase over the next few years. Email engagement also rose, from 30.7% in 2022 to 45.6% in 2023. The January 2025 Dotdigital "Global Benchmark Report 2025" indicates that as of July 2024, worldwide email marketing open rates were over 45%. And according to global data and business intelligence platform Statista, there are over 4.3 billion email users worldwide.   So, yeah. Email is still relevant.    Last fall, we implemented a beta program for a number of Marketo Engage users to test out our new email designer. As a result, we received invaluable feedback on various aspects of the feature. One of the more active beta users, Marketo Champion Melina Chan, recently shared some of her thoughts. “The ‘import HTML’ process from our existing, approved Marketo emails was surprisingly seamless. It rendered about 95% accurately in the new designer, which significantly reduced the time needed for manual adjustments,” she said. She went on to add how impressed she was by both its speed and efficiency. “The ability to create new templates from existing emails, without needing coding knowledge, has the potential to streamline our email production process and allow our team to build and iterate on designs more quickly while still maintaining brand consistency."   Chan, Head of Marketing Automation (Southeast Asia) for global education services pioneer IDP Education Ltd, plans to tout the benefits of the new email designer during a live AMA session at Adobe Summit on Tuesday, March 18. “For us, email communication is a key touchpoint in guiding students through their international study abroad journey, transforming their lives to international education,” she said. “The enhanced tools in the new email designer have already allowed us to craft more compelling, visually appealing emails that align with our brand identity. I’m looking forward to sharing my experience—from beta testing to the current release—at Summit. It’s been great to be part of the Marketo community and contribute to shaping the Designer through user feedback.”   Already an expansive tool, several more enhancements are coming to the email designer in the months ahead. Things like instant email formatting, design customization options, a content approval workflow, various third-party tool integrations, and some really cool features I’m not allowed to mention just yet. It’s pretty exciting, and we hope you’re as excited as we are about the powerful new designer. To learn more, check out this Nation blog post from senior product manager Sreekanth Reddy, or our help documentation overview.   Be sure to keep an eye out for future blog posts, highlighting more of the innovations that help Marketo Engage continue to be the industry leader in marketing automation.

June 2 2025 Update: The new version is now generally available (GA) in all customer instances that have this Marketo add-on! Access to the old version has been extended through June 10 2025.    April 18 2025 Update: The new version (beta) is now live in all customer instances that have this Marketo add-on. Check it out!     View product docs here Contact this alias for Beta feedback: adobe-marketo-advanced-bi-analytics-public-beta@adobe.com       We have always offered an advanced report creation capability for our customers who want to dig deeper into their Marketo data. Many of you use it. You may know it as “Revenue Explorer”, “Advanced Report Builder” or “Advanced BI Analytics”.   I’m very happy to announce we have completely reimagined this solution and plan to begin making it available to entitled customers soon (we believe within the next 60 days)!  Going forward, we’re calling it Advanced BI Analytics. We’ll try to not call it by any of the old names if you promise the same. 🙂  If you are not already using this capability, it continues to be available as a Value Add-on to Marketo Engage. Of course, all the usual roadmap disclaimers apply and capabilities and timing could change, but here's our current plan:   What’s New We’ve dramatically improved the experience: Highly interactive analysis capabilities featuring drill-down, drill-up, drill-through, and more Faster performance (especially when working with large datasets) A greatly expanded set of visualization options New sharing options including one-click report share to PowerPoint      The Value We believe this new solution will enable our customers to discover deeper insights faster and share them more effectively – fueling better marketing optimization and more compelling data storytelling within their organizations. It’s more powerful, more intuitive, and more fun to use. It gives us a stronger foundation to build on going forward.   What’s the Same Keeping these aspects the same helps us seamlessly transition current customers: There continue to be the same nine key reporting areas you’re used to seeing: Email Analysis, Lead Analysis, Model Performance (Accounts), Model Performance (Leads), Opportunity Analysis, Program Cost Analysis, Program Membership Analysis, Program Opportunity Analysis, and Program Revenue Stage Analysis. Across these areas, the data models are unchanged and we continue to provide the same 30+ pre-built report templates which can be used out-of-the-box or as foundations for customization.   Process for Entitled Customers Marketo Engage customers who have this advanced reporting capability as part of their subscription (again, you may know it or see it as “Revenue Explorer”, “Advanced Report Builder” or “Advanced BI Analytics”) can expect us to do our best to get the new version into your hands and into action quickly. Currently, the general timeline looks to be as follows:   NEW EXPERIENCE AVAILABLE: Late March / Early April: You will begin seeing in-product notifications providing additional details and resources. The new version will appear in your Marketo Engage instance so you can play with it, learn how to use it, and begin creating new reports. You’ll be able to toggle back and forth between old and new versions until the old version is deprecated. Having two parallel reporting solutions and sets of reports can be confusing and so we expect to deprecate the old version before this summer. REPORTS COPIED: April: A short while after the new version appears in your instance, any reports you have saved in the old version will be copied over to the new version for you.     Check out a short demo!    

  Important Notes: Two Flavors of Express: Users with access to an Enterprise license will see their allotted entitlement inside Marketo. Others need not fret. Quick Actions like resize and crop are still available. Access to Adobe Express requires IMS Migration: To access the new editor, your Marketo Engage instance needs to be migrated to Adobe IMS (Identity Management System). Edit via the New Email Editor and Design Studio Old Editor is still available:  The legacy image editor will still be available for use.  These features went live on Feb 14th, 2025. Feedback Survey form: Open until March 1, 2025.   Hello Nation,   I am extremely excited to announce that you will soon be able to edit your images inside Design Studio using Adobe Express through releases in Marketo Engage and Adobe Journey Optimizer B2B Edition.    The integration provides the following key benefits: Faster turnaround times for quick image changes or the creation of new versions of images without depending on agencies Increased content reuse by editing and saving new image assets in Marketo Engage.   Here is a quick video of how it will work.      Key Features Editing in Design Studio   You can make quick edits to your images from the Design Studio list page or the image detail page.     Editing in the new Email Editor   You can edit images added to your email from inside the new Email editor. Once you complete the editing and save, your changes will be saved both for the email and update the asset in Design Studio.   Enterprise License vs. No License   For customers with an Enterprise license, Marketo connects to the Express instance linked to the same IMS Org instance and will respect the user’s individual permissions.   With the modules editor, you can: use the power of AI to insert objects, remove objects crop and control opacity apply effects and perform finer adjustments to image quality based on parameters like saturation, contrast, and color.   Your Adobe Express Enterprise license must be purchased under the same Adobe IMS organization to access these full editor capabilities from Marketo Engage. As an individual member of the Adobe IMS organization, you need an assigned license in the Adobe Express instance.      For customers without license and users without Enterprise license access, Marketo provides the following quick actions.  In the Adobe Express quick actions editor, select any of the image modification functions to alter the image.   Resize Image Remove Background Crop Image Convert to PNG (when a JPEG image is loaded) Convert to JPEG (when a PNG image is loaded)     I hope you play with the feature and let us know what you think. Please pour in your feedback here in this form (Survey open until March 1, 2025).

  Hello Everyone!   By now, most of you already know that we have launched the editor and its enablement to all Marketo customers (who have already migrated to IMS) from Feb 5th, 2025.   Here are the highlights you can find in Part 2 of the new designer blog series (in case you missed the first one - Check here)   New features that we added Join the challenge to shape what's next   New features Content Locking Now you can lock specific sections in an email template. Now this supports just locking the full template but also specific sections of the email template. You can even partially lock the content too (eg: allow editing the content but not the structure)         Parameterized Fragments Fragments are reusable content blocks that can be created centrally and inserted into your Emails and Email Templates.      Not only these are reusable content blocks, you can even parameterize the content inside fragments that can be edited inside an email where this fragment is being used.    Are you asking yourself - "How fragments are different from Snippets?" Let me answer that: With the new email editor, we introduced parameterized/customizable fragments, replacing snippets for modular content management. Here’s how they compare: Feature Snippets (current Editor) Fragments (New Editor) Usage Used only in the current email editor Designed for the new email editor Customization Static—cannot be edited within the email Fully customizable within each email Content Limited to predefined content Supports flexible, modular content blocks Dynamic Capabilities Can be used with dynamic content  Can be used with conditional content (coming soon) Key Takeaway:If you're using the new email editor, fragments provide greater flexibility, allowing you to edit content directly in an email while maintaining consistency across emails. Snippets are still available in the current editor but cannot be used in the new experience.   AEM Assets Integration Activate your AEM Assets license inside your Marketo Engage instance and use images directly from AEM Assets while designing your Emails or Email Templates. These images always stay referenced and get updated automatically if the respective image is updated in AEM Assets.        Let’s Shape the Future Together! As part of this challenge, we want to partner with you to shape the future of the new email editor. Your ideas and creativity will directly influence the next set of features. Ready to make your mark? Here’s how: 1. Create Your First Email Use the new email editor to design your first email. Once you're done, share a screenshot or a link to showcase your creation.   2. Tell Us What You Want to See Next Your feedback matters! Comment on this blog with the features you’d love to see added or improved in the editor. This is your chance to voice what matters most to you.   Why Participate? In 4 weeks, we’ll highlight the most popular feature requests and announce the winning ideas that will be implemented next.   Share the Love Spread the word by sharing this blog and writing a simple post on LinkedIn with the hashtag #MarketoNextLeap. Show off your email design, inspire your network, and encourage others to join the challenge.   This is your chance to impact the future of Marketo Engage directly. Let’s create, share, and innovate together!     In case you missed the previous videos and other resources on the Email Designer, you can check them out below:   [VIDEO] Introducing the New Email Designer for Marketo Engage  Step by Step Tutorial: Try the New AI-Powered Email Designer in Adobe Marketo Engage [FAQ] Consolidated Questions for the Email Designer  

  Ever feel like managing webinar content is a never-ending battle? We’ve all been there. Well, what if there was a way to make it easy? Curious? Keep reading the next 2-minute story !Webinars are more than just videos—they’re experiences. But how do you turn hours of content into bite-sized, engaging pieces your audience actually wants to consume? That’s where New GenAI features make your content engaging in just 3 clicks !Excited already ? Click Here to get started. Here’s how it works: Instant AI-Generated SummaryImagine this: your entire webinar, summarized in seconds. No effort, no hassle—just a polished, ready-to-share recap.       Smart Chapter Breakdown & Custom EditingNow picture your webinar auto-divided into neat chapters with smart titles. Even better, you can edit, merge, or re-title chapters with just a few clicks for a fully customized experience.     Effortless HTML EmbeddingAnd when you’re ready to share, simply copy and paste. Embed your content on landing pages or websites with one easy click—no formatting headaches.       Early adopters are already seeing the magic—boosting engagement, simplifying workflows, and seeing real results as they integrate GenAI into their websites. It’s all happening right now. Ready to transform your webinars? (It's easier than you think) Before using these features, you must first accept the Adobe GenAI terms and conditions. If you have yet to do so, please reach out to the Adobe Account Team (your Account Manager) for details.Click Here to get started. Let's make your webinars simpler, smarter, and more engaging—together !

Hello Interactive Webinars Maybe you have heard about it, or you saw an announcement, but you just didn’t have time the check it out. Whether you run many webinars or have never run any before, don’t ignore this new addition to Marketo Engage.  All Marketo Engage instances have this capability for at least 12 events with up to 500 participants! What is truly unique about Interactive Webinars (IW) is that it is built into Marketo and does not require integration setup, seamless access to interactions like questions and answers, surveys, polls, downloads, and participation. The native integration with Adobe Connect manages event creation, scheduling, registrations without the need to call webhooks, build in wait steps, and plucking data from custom objects. Let’s jump in and explore a little more.   What Are My License Details? No matter what license you have, you have at least 12 events with up to 500 participants and 6GB of storage, which resets on the anniversary date of your Marketo Engage renewal. If you have Marketo Engage Prime or another premium subscription you probably have unlimited event with up to 1,000 participants and unlimited storage. What’s that mean? Events – this is a scheduled webinar event with a date, time and duration. Event Capacity – The maximum number of participants that can join the event. Storage Capacity – Amount of storage available for storing recordings, collaterals, hero images, documentation, and other assets. If you have the base license, you can purchase an upgrade to increase events/capacity/storage.  The initial license is a “Shared Room License” which means that you cannot schedule or overlap two events simultaneously. You can purchase a license for an additional room if you need to run concurrent events. Also, you can purchase a license for additional storage if you wish to keep more records or want to leave assets in your event.   Your License Details To find out what you have, navigate to the Admin section of Marketo (or ask someone with Admin access) to the Interactive Webinars control panel and look at the license panels. If it looks like the image below, you have the basic package. If it looks like the image below, you have the unlimited events for 1,000 participants license. If you see both, then you have both the base package and the upgraded license. Important:If you have more than one license, which license you use will be determined when you create your event.  If you have both packages but continually select the 500-capacity option, you will exhaust the license at 12 events.  No big deal, you have unlimited 1,000 capacity events which are fine for even small events.   Users, Hosts & Presenters You may have noticed a Users panel in the IW control panel. Not all Marketo users have permission to create or edit Interactive Webinar programs. You need to grant access to these individuals in the control panel. There is no limit to the number of users that you can add, but they must be a Marketo Engaged user. You can have external hosts and presenters for your events that are not Marketo users. Therefore, if you have another team or external contractor that will run the live event you do not need to add them as a Marketo user, but someone will need to schedule and setup the Marketo event program for them and add them to the event as a host or presenter.   My Favorite Things No, the dog didn’t bite, the bee didn’t sting, I’m not feeling sad … these are simply a few of my favorite things about Interactive Webinars.   #1 Seamless Interaction with Adobe Connect When you create an Interactive Webinar program in Marketo, the event is created and paired in Adobe Connect. This includes rescheduling or cancelling.  It is all controlled in one place …the Market program dashboard. Hosts and presenters are added from the Marketo program, and their personal links are available if you need to resend them.   When a program member status [A] is changed to “registered” [B] the custom join link [C] is created and available in the {{member.webinar url}} program token. When they join the status is changed, when they click a survey, download an asset, ask a question, etc. it is instantly available to the Marketo program and can be actioned by a trigger or filter. Checkout this clean interface design!   #2 Managing Tokens The new My Tokens dashboard puts several nice features right at your fingertips.  (Follow along in the image below.) In addition to the new clean design, there are some nice features to improve token setup.  [A] Folders can now be created to help organize tokens, which is very helpful for event programs that require many tokens. [B] Import Tokens, yes, you can import tokens from another program or marketing activities folder. [C] Delete the selected token … but wait, I usually can’t because it is used somewhere, and I can’t find it! [D] Boom! Find Usage is now available for your tokens, so you can see, fix or change where and how they are used.   #3 Link Tokens Did you look closely at the image above? There is a “link” token type … what!? I love this. In the image below you see We can drop the full URL.  Isn’t that a Marketo token no-no because it won’t be recognized and tracked as a link? … Not anymore. The tracking link settings are built into the token, so now it know how to handle it in emails and landing pages.   But that’s not all, folks! You may have also noticed that you can give it an HTML ID or Class or set the CSS styles directly in the token.  This means that the token can create a button in the place where it is used.  Like this…   #4 Transition to On-Demand Remember the {{member.webinar url}} program token we talked about earlier?  Well, if you recorded the program to be used as enduring content, registered members can use the same token from the live event to access the on-demand recording. As new members are added to the program a join link is created.  This means the effort to transition the live event to an on-demand program is relatively simple.  You would change your registration page and associated smart campaigns. I do like to keep the program the same from a program performance and ROI perspective.   Wrap-up These are a few things that I like about IW.  There are benefits to not needing to work across platforms and coordinating status and data transfers. This has been a review of the Marketo program features, but there is more to discuss about the Adobe Connect features. What is also exciting is that this initial product offering has a roadmap, too.  It was presented at the last Adobe Summit that Generative AI capabilities will be coming for the on-demand content.   See you next time.

Two upcoming deprecations may impact your integration with Marketo Engage and may require action.    The Marketo Engage SOAP API will be fully deprecated on January 31st 2026.  Please review if you are still using the SOAP API in one or more of your Marketo subscriptions. To avoid disruptions of service, you will need to retire or migrate any services using the SOAP API to the Marketo Engage REST API by January 31st 2026.  Consult the Migration Guide for further information.  Marketo Engage Support is only able to provide the IP address of requests made to the SOAP API.   On January 31st 2026, the Marketo Engage REST API will no longer accept access tokens for authentication and authorization via the ‘access_token’ query parameter.  Please check if one or more of your integrations uses this parameter to authenticate.  To avoid disruptions of service, any services using this parameter to authenticate will need to migrate to using header-based authentication using the ‘Authorization’ header, which is documented here.    Please let us know in the comments section if you have any questions or concerns about this upcoming change.

Important Notes: No Disruption to Current Work: Your existing email editor will continue to work as usual. The new editor will run in parallel with the existing editor New Editor Requires IMS Migration: To access the new editor, your Marketo Engage instance needs to be migrated to Adobe IMS (Identity Management System). Old and New Editors are Separate: Emails created in the old editor will remain there. To use the new editor's features, you'll need to create new emails or import existing ones. For leveraging GenAI capabilities, you need to sign the new GenAI terms. If you haven't done already please reach out to your account manager requesting these terms. Till these terms are not signed GenAI features will not be enabled on your instance. Here is Part-2: https://nation.marketo.com/t5/product-blogs/more-updates-new-email-editor-for-marketo-engage-is-now-live/ba-p/354991 Here are updates about permissions: https://nation.marketo.com/t5/latest-product-innovations/product-updates-granular-permissions-to-new-email-designer/ba-p/357057   Hello Nation,   Let's discuss the new email editor that we are bringing into Marketo Engage and some its key features. Watch the 5-minute voiceover or read a summary below!     New experience for Email With new editor you can simply drag and drop components, add different content types (like image, text, buttons, HTML etc). Select any section and edit inline for quick updates   Style your content with no code  Modify the look and feel of any section through the Styles tab. For example, adjust a button’s colors, padding, and font with just a few clicks.   OOTB Templates You can start creating a new email by starting from scratch or importing HTML or select from out of the box templates or pre-created templates   Leverage GenAI to ideate and generate email content No more writer's block! we bring the power of GenAI right inside the editor that can help you generate content variation based on your needs. Provide instructions of target persona, communication strategy (eg: FOMO, Social Proof, Urgent etc) and more   Generate images for your email content with Adobe's own proprietary model FireFly:   Generate several variations of your email subject line as per your needs/campaign   Accessing the new editor Once launched, you can access the new email editor from the navigation that highlights all the emails and email templates created from new editor separately   What more? The new email editor also comes with several advanced features to elevate your email campaigns: Content Locking: Protect specific sections of your emails from being accidentally edited. Personalization with Tokens: Deliver personalized experiences at scale. Conditional Content: Add dynamic content based on recipient attributes. Reusable Fragments: Save time by creating reusable email blocks.   In case you missed the previous videos and other resources on the Email Designer, you can check them out below:   [More Updates] New Email Designer is Now Live! Step by Step Tutorial: Try the New AI-Powered Email Designer in Adobe Marketo Engage [FAQ] Consolidated Questions for the Email Designer   Note: To access the new editor, your Marketo Engage instance needs to be migrated to Adobe IMS (Identity Management System). Follow this blog link to learn how to get your instance migrated as soon as possible.

In today’s data-driven landscape, having the right metrics at your fingertips is essential for making timely decisions and optimizing operations. The new CRM Sync Dashboard feature in Marketo offers invaluable insights for B2B companies seeking to streamline data flows between Salesforce CRM and Marketo Engage. Here's a look at how this feature can make a tangible impact, who benefits from it, and how it aligns with future innovations. Core Value: Real-Time Sync Health for IT Admins For IT admins, real-time visibility into sync performance is invaluable. As a Marketo IT Admin, you want to track the sync backlog and throughput metrics to respond swiftly to issues and optimize data management during peak CRM updates. This feature was designed specifically to meet this need.  Key Features of CRM Sync DashboardSync Backlog Trend:This feature provides a visual overview of changes in sync backlogs over a five-day period. Each 4-hour interval is displayed on a graph, making it easy for IT admins to identify trends, understand peak sync hours, and detect potential issues. This data helps manage Salesforce-Marketo syncs, especially during high-traffic periods.Sync Throughput and Backlog by Object Type:The throughput and backlog status are broken down for each object type, such as Lead, Contact, Account, Opportunity, Campaign, and Custom Objects. Updated every 15 minutes, these statistics enable real-time monitoring of sync performance, ensuring that key data flows seamlessly between platforms. Real-World Use Case: Improving CRM-Marketing Sync EfficiencyImagine a B2B company running a high-profile email campaign with a critical deadline. As the marketing team gears up, they realize that certain CRM updates expected from Salesforce are delayed, affecting their campaign audience. The marketer promptly contacts the IT Admin, responsible for overseeing CRM sync processes, to investigate. With the CRM Sync Dashboard, the IT Admin can immediately diagnose whether a sync backlog or a recent surge in CRM activity is causing delays.By reviewing the average sync rates and performance metrics, the IT Admin identifies the root cause of the delay and can make ongoing adjustments to your sync humming. This might involve syncing only high-priority records or scheduling larger data transfers during off-peak hours to ensure future updates proceed smoothly. Thanks to this proactive approach, the campaign is back on track, and the company minimizes potential delays in marketing outreach.For more insights on maximizing the sync performance and troubleshooting sync delays, check out this troubleshooting guide. Provisioning: How Customers Access CRM Sync DashboardThe Salesforce Sync Dashboard feature is available to Marketo customers who perform native syncs with Salesforce. For SFDC-native environments, no additional steps are required—these insights are automatically integrated for immediate use, making it easy to monitor sync performance with minimal setup. For those interested, it can be found in the Adobe Experience League documentation here for setup and detailed usage instructions In SummarySalesforce Sync Dashboard provides a real-time solution for IT Admins and Marketing Ops teams to monitor, analyze, and optimize data syncs between Salesforce and Marketo. This feature stands to significantly enhance CRM sync management, ensuring that CRM data delays don’t hold up critical marketing campaigns. As future enhancements make this tool even smarter, Salesforce Sync Dashboard is set to become an indispensable resource in every data-driven B2B toolkit.  Have you tried out the dashboard? Let us know in the comments how you've used it! We'd love to hear from you and see your blog ideas in the thread below!

Overview   This Dashboard will provide a view into a customer’s overall average weekly Activity Usage over a 52-week time period. Daily Activity data is aggregated into weekly buckets and presented in an easy to ready bar chart. A custom date range selection will be added in future releases.       It will also provide the ability to hover over a specific week and display a popup text to show the actual count of Activities that specific week.         Average weekly Activities are a good indicator of how much marketing that is being performed as it represents Activity Types which are counted on actions taken against a Marketing Event. Some examples are when a Lead opens an email or clicks on a landing page link or enters data in a Form. There are other Activity Types that are generated systematically for example when a Trigger Campaign is executed with a flow step to send a Lead to a CRM.   Benefit   Having a view into Activity counts is valuable when analyzing and projecting overall Lead growth over time. This helps determine when and if higher Product levels should be planned in the future or if any fine tuning would be beneficial to ensure optimum levels of performance.   Availability   Availability of this new feature is planned for early Q1 2025 and additional details will be provided in up and coming release notes. As this is the first release of this feature, there will be other improvements search using a date range and providing usage limits to be added shortly after the initial release.   Accessibility   This Dashboard will be accessible in a newer  Admin Panel under a link labeled Product Usage Dashboards. More to come on this as we get closer to the release.

CRM Synch Stats Dashboard   I’m happy to share a long-anticipated feature that be made available to our valued customer who use our Native Marketo CRM Synch Connector. It’s a new dashboard that provides key statistics on CRM synch data over a period of time.   Key Features This dashboard provides a host of key data points to Admins as noted below: See hourly synch volumes of all objects over the last hour. Details on the actual count of objects in the backlog with estimated backlog processing time. View the backlog the status and see which objects synch volume is normal or growing. Timestamp as to when the volume was established, and when the next fetch time will be. Ability to manually refresh the data to provide the most up to date view.         The Backlog Trend tab provides a graphical view of the synch volumes over the last 5 days.   Every object that is enabled for CRM Synch can be tracked within this dashboard. Backlog data is updated every hour, and average records synched along with estimated times are calculated every 15 minutes.         Accessibility These new views will be accessible in the Admin section of the UI under the Integrations tab and part of the Salesforce Management menu where new tabs have been created. As its part of the Admin functionality, it is only available to the Admin Role.           Other Features in Next Release Users will receive Notifications (where) when backlog starts to grow over normal synch rates. Notifications will contain a link to a best practices guide to follow which will provide guidance on how to best manage your CRM Synch integration for optimum performance and reduced synch failures.   Availability This targeted release date of this dashboard is planned for the end of October for all customers.  

Product Roadmap Q4 2024 Summary I would like to share with the community some highlights of what innovations are in Q4 2024 Roadmap, and up next in the Q1 2025 Roadmap for Adobe Marketo Engage. The main themes are AI Powered functionality, as well as Content and Journeys.   Whats Part of the Q4 Roadmap In-App CRM Sync Stats for Existing CRM Connector Improved CRM Sync User Experience​ with key data stats View synch stats and through-put rates - Customers will now be able to view their CRM sync stats and throughput rates average thresholds in App as a self-service UI​ Increase Visibility - Creates an improved user experience and increased customer satisfaction by providing this level of visibility instead of contacting support​ Notifications - Provides notifications to users when throughput exceeds average thresholds Scale and Reliability - Improved scale and reliability by enabling cloud-based, incremental CRM sync for customers starting in Q1 2025​     Enhanced Agent Box Live Agent Chat Optimize engagement rate by updating profiles in Agent Inbox​ Complete Lead profiles - Now live chat agents can see complete profile of the lead while having conversation with web visitors​ Update Lead or attributes - Enable live chat agents to update lead or company attribute values based on the conversations​ Near real-time push to Marketo Engage - Captured profile information is pushed into Marketo in near real time​   Conversation Scoring Optimize engagement rate​ Score Conversations - Enable live chat agents to score a conversation which represents how valuable a conversation is​ Target and Personalize - Use this score in Marketo to target, personalize next marketing touchpoints​     Interactive Webinars Tokenization Increase productivity and achieve personalization by using webinar-specific metadata tokens for your emails and landing pages Create personalized emails and landing pages - Tokens made available for webinar title, webinar duration, webinar start time, webinar end time, webinar time zone, webinar description, and so on for webinar invitation solicitation and webinar registration confirmation emails and landing pages. Post-events emails - Tokens such as Recording URL can be made available to convey On-Demand webinars through post-event Thank You/Miss You emails as well as landing pages. Continuous Profile Synch from Real-Time CDP B2B or B2P Edition Synchronize your marketing data between Marketo Engage and the Adobe Experience Platform.​ Synchronization - Synchronize data from any person audience from AEP to Marketo Engage ​ Mapping - Map as many or as few Person Profile Attributes from AEP Profiles to Marketo Person Records as needed ​ Near Real-Time streaming - Stream new people and profile updates in near real time to Marketo Engage​ Interactive Webinars Registration Enhancements in Dashboard Access power registration insights in Engagement Dashboard to derive interested companies and leads Lead level registration details - Provides registration details at lead level to get a sense of the Company, Title and Industry of the attendee to decide on which leads to prioritize based on their engagement and firmographics​ Top Companies Represented - Obtain list of companies with highest attendee representation so that you know which accounts to focus on​ Targeted Topics - Derive insights regarding the accounts more interested in a particular topic and target those in your next webinar to penetrate the account with products of interest​.   Up Next In Q1 2025 New Email Designer Reimagined email designer in Marketo Engage that leverages AI Assistant​. Generate Email Copy - Use AI Assistant to accelerate email authoring in Marketo Engage and improve response rates with personalized email copy that leverages existing assets, prompts, and Adobe’s Generative Experience Models Nurture Leads and boost Conversions - Personalize emails to better nurture leads and boost conversions​     Adobe Experience Manager (AEM) Assets Connector New email designer in Marketo Engage integrates with AEM Assets​. Personalize Emails - Pick assets from Design Studio OR Adobe Experience Manager Assets​ Create Tailored Content - Provide tailored content using Adobe Firefly images brought via Adobe Experience Manager Assets​ Landing Pages & Forms New Authoring Experience Get higher content velocity​, increase usability and time savings WYSIWYG Experience - Generate Landing Pages using an advanced authoring experience in a WYSIWYG (“what you see is what you get”) way​ Revamped UI - Create and deploy forms on landing pages, built using a revamped & modern user interface & experience ​ Out of Box Templates - Get out of the box B2B Landing page templates for faster landing page generations​   New CRM Connector Version New version built on a modernized tech stack.​ Scalability - Built for scalability with more throughput to handle larger volume of data synchronization​ Efficiency - Reduced synch errors, resulting in less manual work re-processing synchs. Cloud migration and containerization - New services to run on cloud and not backend servers​ Additional Tiers of Service – Ability to provide additional Tiers of service for larger higher volume customers Self Service Product Usage & Monitoring Dashboards Tools for Subscription management​ and key performance stats Self Service Dashboards - Self-service Product Usage dashboards that provide up to date data on weekly Activity usage over time, thresholds, and limits Drill-Down Views - Views into average weekly Activity consumption with data values changes; hover-over capability to show individual weekly consumption​   Interactive Webinars Gen AI Beta Experience the transformative power of Gen-AI with summary, chapterization and FAQ for the video recordings generated post the webinars have been delivered. Chapterization to summarize to categorize webinar experience into meaningful relevant sections. A summary of the webinar recording transcript thru Gen-AI capabilities Ability to add these to landing pages to attract more page views.     Generate Conversation Responses: In-the-moment Responses Generate new responses in the moment, bound by content filters, to further scale conversational experiences based on trusted sources.   Content Filters - Continue to maintain full control of your chatbot by arming it with content filters and excluded topics, creating a very trusted experience for web visitors​ Insights and analytics - Unlock insights and analytics to easily identify most common questions, reveal key topics of interests, and understand the most engaging content for web visitors​ Personalized GenAI greetings - Drive even more chatbot engagement with personalized GenAI greetings​ Dynamic Chat and Demandbase Integration Expand your web visitor targeting with a native 3rd-party integration with Demandbase ​ Activate Demandbase in Dynamic Chat Activate your Demandbase integration in Dynamic Chat​ Leverage Demandbase attributes to target and personalize conversations​ Enable live chat agents to see visitor profile populated with Demandbase attributes and values Additional Customer Requests Set to Affect link Button in Smart List tab - In addition to having ”Set to affect around…” link in the Smart Campaign Schedule tab - also access button in the Smart List tab to quickly view approximately how many people would be affected if the Smart Campaign were to run.​ Disable Archived Smart Campaigns - Disable all Smart Campaigns that are moved to Archived folders to avoid disrupting marketing efforts.​ Update program channel via API - Programmatically update a program’s channel via a RESTful API call.​  

I’m happy to announce a that the current Native Marketo <-> SFDC CRM connector has a new update to the background synch which is now built on a modernized tech stack and will be available very soon.   What’s Changing Although the core functionality remains basically the same, this new version offers greater efficiencies in terms of speed and increased reliability. This version applies to the incremental ongoing background synch and not the initial bootstrap synch which is performed when customers initially setup and run the integration for the first time.   All standard entities like Lead, Contact, Account, Campaign Opportunity will be supported with this version. Other Salesforce entities like Custom Objects, Tasks, PMCF, Events and Activities are soon to follow in another up-and-coming release. Benefit As we know, bulk updates using Trigger Campaign Flow Steps have been a constant challenge triggering Salesforce platform errors like Lock Rows and CPU Timeout errors. With this new update, these errors should be greatly reduced and offer higher synch success rates overall. This particular functionality is part of the new version and will be made GA once its fully functional.   Some customers will experience immediate performance improvements upon transitioning over to the new version, possibly as much as 2-3x faster depending on their configuration and objects being synched.   Transition to the new version should be seamless to customers and do not require any migration or re-configuration of the current native connector or to field mappings. Scope This version only applies to Salesforce Integrations and does not include MS Dynamics at this time, but rest assured it is on the Roadmap and will be communicated to customers as soon as we have a firm timeframe. Documentation revisions are in progress to provide more details on the new version and will be published at the time of the rollout.   Timeframe I’m sure you’re all wondering when, so I’m happy to share that availability of the new version will be available to customers sometime in Q1 of 2025 and will be rolled out to customers incrementally. Update: The availability timeframe for this feature has now been changed to Q2 2025.    Multi-CRM Integration There are some customers who require a Multi-CRM integration with Marketo Engage as part of their overall marketing strategy. Adding an additional CRM source can be achieved using a 3rd party solution offered by Vertify. More information on this solution can be found here https://vertify.com/integrations/marketo/  

Adobe was just named a Leader in The Forrester Wave™: B2B Revenue Marketing Platforms, Q3 2024. What is a B2B Revenue Marketing Platform? Why does it matter?   These two quotes from the Forrester report provide the first clues as to what Adobe’s B2B Revenue Marketing Platform includes:   “Adobe’s vision is compelling: it aims to converge ABM and marketing automation capabilities, inbound and outbound channel orchestration, and CDP capabilities in a next-generation revenue marketing platform.”   “Adobe offers a tightly integrated solution with a bold vision for buying groups.”   So, in our view, key ingredients here are customer data, person and account prioritization, journey orchestration, personalized cross-channel engagement, performance measurement, and buying groups. These all represent investments Adobe has been making (and continues to make) to provide our customers with a powerful, integrated, best-in-class solution for B2B marketing and go-to-market; ultimately, a solution to help organizations drive growth and do so more efficiently while delivering the personalized experiences demanded by today’s customers and prospects.   Forrester defines B2B Revenue Marketing Platforms as, “A comprehensive solution that enables marketing teams to execute their lifecycle revenue marketing efforts by providing a holistic view of prospects, buying groups, and customers, as well as their interactions and impact on the business.”¹   Let’s unpack all this.   Last millennium, CRMs were supposed to be the all-in-one solution for managing customer interactions. They fell far short for marketers. Marketing Automation Platforms including Adobe Marketo Engage were born. By now, customer engagement was shifting to digital channels and personalization was already a must. B2B teams needed automation to scale their marketing and deliver the right content, through the right channel, to the right person, at the right time. Enterprise companies needed automation with the flexibility to do all of this for a broad range of products, markets, and buyers.   First priority: engagement (you know, the actual marketing) Today, automated engagement remains at the core of B2B marketing. It’s where the rubber meets the road and where the marketing actually happens. Minds are won or lost. Your organization helps educate prospects and progress their decision-making…or not. Customers have a great experience and grow their investment with you…or not. Whether your demand process is lead-based, account-based, or a mix, it’s always about how well you can connect with and engage with people. It’s why we continue to invest heavily in new native Marketo Engage channels such as chat and webinars, in addition to AI-driven marketing attribution and an AI-fueled content supply chain. Forrester had the following to say about Marketo Engage:   “Adobe Marketo Engage stands out for its sophisticated e-mail marketing, web experiences, and multichannel and full customer lifecycle support.”   So, what is a B2B Revenue Marketing Platform? Forrester has referred to it as “the core B2B engagement platform”. So, if you remember nothing else, remember this – a B2B Revenue Marketing Platform needs to, above all else, be great at automating and orchestrating personalized, cross-channel engagement across GTM motions and demand funnel stages. Without that, you can improve things like audience targeting all you like, but the actual marketing will fall flat. For this reason, a good number of the capabilities said to be within a B2B Revenue Marketing Platform (and some of the most important ones, in our view) are core features of Marketing Automation Platforms. Forrester is now viewing their capabilities as ingredients in a larger recipe. What else is in the recipe?   Deeper data: Unlocking next-level prioritization, segmentation and personalization A little over 20 years ago, the IT Services Marketing Association (ITSMA) invented the term Account-based Marketing (ABM). The idea was simple: by better prioritizing accounts, Marketing could focus their efforts where they mattered most and team more closely with Sales on a narrower set of opportunities. Makes sense. Over time, data providers emerged offering 3rd party account intent data. Others provided account-based advertising, often guided by that intent data. Together, these capabilities have helped B2B teams at the top of the funnel with new customer acquisition.   Now, capabilities including Adobe’s AI-powered predictive lead and account scoring extend prioritization to the rest of the funnel and a broad range of GTM motions including upsell and cross-sell. It’s just one example of how the deeper B2B customer profiles of products like Adobe Real-Time CDP can fuel not just better personalization, but also better segmentation, targeting, and prioritization across the customer lifecycle. So, if engagement is the first ingredient of a B2B Revenue Marketing Platform, data / data management is likely the second. Doing it right takes a flexible and powerful CDP.  Many Marketo Engage customers have made this move with several, including Vanguard, Qualcomm, Nasdaq, and Avantor, sharing their success stories at Adobe Summit earlier this year.  Here’s what Forrester said about Adobe Real-Time CDP as a component of Adobe’s B2B Revenue Marketing Platform:   “It (Adobe Marketo Engage) is tightly integrated with Adobe Real-Time CDP, which excels in consolidating customer data from numerous sources into unified profiles, enabling real-time personalization and segmentation across channels.”   Buying groups: the go-to-market orchestration B2B Marketing and Sales have always needed The final ingredient in B2B Revenue Marketing Platforms represents one of the most important evolutions in B2B marketing to take place this century – buying group assembly and engagement orchestration. Why? Buying decisions in B2B are most often made by a group of people, not an individual lead and certainly not every single person working for an account. As such, the core cross-channel engagement capabilities of Marketing Automation Platforms have given us the marketing foundation we need. Deeper data and more unified data management has helped us better prioritize and deliver personalized engagement. But something important has been missing – the ability to understand, target and automate cross-channel engagement with buying groups. In other words, the ability to align our marketing and sales to the buying opportunities within an account, whether one or many.   Targeting the key personas in a buying group got us part way there as we inched closer to true 1:1 engagement, but still what’s been missing is the ability to use signals from an individual as context for engaging the entire buying group and continue to message at the buying group and individual level, throughout the journey, to help buying group members reach consensus faster, which is especially important when buying groups are large and distributed as is frequently the case today. This also opens the door to scoring and qualifying buying groups, in addition to individual leads and contacts, to give Sales a more complete picture of demand for specific offerings.   As such, within B2B Revenue Marketing Platforms, you will see an expectation that software vendors offer this capability. We believe Adobe addresses this need most completely with Adobe Journey Optimizer B2B Edition. It did not count toward our “current offering score” in this first-edition Forrester Wave because it was still in beta at the time, but, with its general availability, this application is a true game-changer for enterprise B2B marketing teams. What Forrester said about Adobe and Adobe Journey Optimizer B2B Edition:   “The company’s product strategy is differentiated by its strong commitment to buying groups, with the release of Adobe Journey Optimizer B2B Edition on the near-term roadmap. Adobe Journey Optimizer B2B Edition will seamlessly integrate with Adobe Marketo Engage and match individual addressable audiences to buying groups in target accounts.”   Final thoughts We find Forrester’s market view aligns very closely with our own vision, innovation, and roadmap. We’re proud of our performance and of being named a Leader and we look forward to continuing to work with our customers to advance their marketing and marketing careers.   We believe, as time passes and future editions are published, the component capabilities and weightings will shift to even better reflect what we see as the most important aspects of a “core B2B engagement platform”. We also believe that, as more teams invest in buying group orchestration (since the tech is now here to do it), that will become a more significant factor within this and other analyst reports.  On that note, we always encourage our customers to use these evaluations as just a starting point. What capabilities are most important to you? Which vendors have the breadth and depth to deliver against all your use cases?  That’s what really matters. Our approach at Adobe is to provide a tightly integrated B2B Revenue Marketing Platform with everything enterprises need to achieve their pipeline, revenue, efficiency, and customer experience goals – now and down the road.   I hope this helped. It can be a terminology soup out there. That said, this is one worth paying attention to. B2B marketing is evolving and there has never been a more exciting time to be a part of it!   Check out the full Forrester report here.   ¹”The B2B Revenue Marketing Platforms Landscape, Q2 2023”, Forrester  

Hi, Can you help understand the key difference between AJO Decision Management and Experience Decisioning  feature. It looks like using both you can manage offers. Is the Experience Decisioning only for Code based Experience?  

We are reaching out to notify customers about an important update regarding Adobe Marketo Engage’s Real-Time Personalization capabilities. These updates are aimed at accommodating the latest jQuery versions for future support. This change has been initiated due to the security vulnerabilities and outdated status of previously supported jQuery versions, some of which are over a decade old now.   Please share the information below with members of your team who manage Real-Time Personalization for  Adobe Marketo Engage.   What is changing? From October 26th 2023, rtp.js extends its support to jQuery 3.x versions. However, after the 2024R2 release, the default version of rtp.js will exclusively support jQuery versions 3.x and their corresponding jQueryUI versions. If customers haven’t specified preferred jQuery versions, it will default to loading 3.7.0 and jQueryUI 1.13.2.   Why is this change being made? The older jQuery versions raise security concerns, exhibit larger file sizes, lack cross-browser compatibility, and have reached the end of their support lifecycle. On the other hand, jQuery 3. x offers enhanced security, better performance, smaller file sizes for faster loading on slow networks, ECMAScript 6 support, and several other advantages.   What customer action is required? Customers, who load their own jQuery or jQueryUI on their web pages, can initiate the process of upgrading their web pages to support the latest jQuery versions (3. x). Once the upgrade is complete, they can collaborate with our customer support team to configure the latest changes with rtp.js.   When must customers make the change? Customers have the flexibility to make changes at any time starting 26th October 2023.   What happens if customers don’t act? Currently, rtp.js defaults to supporting older jQuery and jQueryUI versions on customers’ pages. However, upon customer request, it can be configured to load an rtp.js version that supports newer jQuery and jQueryUI. After the 2024R2 release, the default version of rtp.js will support the latest jQuery and jQueryUI versions, and upon customer request, it can be configured to support older versions of jQuery and jQueryUI.   Customers can still use rtp.js which supports older jQuery and jQueryUI versions beyond 2024R2, but this file will no longer receive further improvements or bug fixes. To benefit from the latest updates for rtp.js, customers will need to upgrade their jQuery versions and request configuration changes through our support team.   For any questions, please contact Marketo Engage Customer Support at https://support.marketo.com, or through any of the methods listed here.

Good Morning Everyone! We are reaching out to notify customers about an announcement that impacts Marketo’s Launchpoint Integration service with Cisco Webex.   Adobe Marketo Engage, along with Cisco Webex, is thrilled to announce the launch of Marketo’s latest Launchpoint Integration with Cisco’s Webex Webinars. This latest integration shall be made available to all the customers of Adobe Marketo Engage on 1st November 2023.   Cisco had earlier retired its Webex Events product on March 31, 2023 and provided extension for its support for Adobe Marketo Engage customers till December 31, 2023. This extension shall continue to be in place till December 31, 2023.   With the launch of the latest Launchpoint Integration with Cisco’s Webex Webinars, both the Launchpoint integrations: Cisco’s Webex Webinars (latest) and Cisco’s Webex Events (former) will be supported between 1st November 2023 and 31st December 2023. This will allow Adobe Marketo Engage customers to transition all their upcoming webinars from Webex Events Launchpoint integration to the latest Webex Webinars Launchpoint integration to take advantage of the enhanced capabilities that the latest integration has to offer.   Post 31st December 2023, Adobe Marketo Engage’s Launchpoint integration service with Cisco’s Webex Webinars shall be the ONLY exclusive Launchpoint integration available between Adobe Marketo Engage and Cisco Webex. The Webex Events Launchpoint integration shall no longer be supported by Adobe and Cisco teams. Both teams shall provide all the necessary assistance to our customers to facilitate this transition.   Action Needed: This communication is intended for those Adobe Marketo Engage customers who are actively using the Webex Events Launchpoint integration to ensure that they transition all their Adobe Marketo Engage Event Programs to Webex Webinars Launchpoint integration by modifying the Event Partner and choosing the appropriate Launchpoint service.   Please share this information with your team members who manage or use Webex Launchpoint Integration Service for Adobe Marketo Engage.    We appreciate your prompt attention. For any questions, please contact Marketo Engage Customer Support at https://support.marketo.com, or through any of the methods listed here.   Kind regards,  The team at Adobe.

      Adobe Dynamic Chat is the new conversational channel for Marketo Engage that enables businesses to design and deliver personalized contextual conversations to every web visitor. Since its first launch in Feb 2022, we have received tremendous traction and a lot of feedback on how businesses would like to leverage this more and make it an integral part of their overall marketing strategy.   We are super excited to announce many exciting capabilities that will help you drive even more engagement and pipeline! Following are some highlights that have been introduced:   Live Chat Conversations Offer your qualified web visitors to connect with your sales representatives through chat.     Conversational Flows Probably not every action has to lead to a conversation but every action has to lead to more engagement. With Conversational Flows you achieve exactly that. Design a conversation flow and trigger the flow to any visitor on a specific action (for example: Click on a CTA button, on page load, spent more than X second on the page etc)   Targeting based on Marketo Engage Smart List Bringing the power of segmentation and targeting from Marketo Engage into Dynamic Chat, now you can target your website visitor using the Smart List that you already created in your Marketo Engage instance.   Best part all this happens in near realtime!   Conversational Forms A typical engagement with a form ends after a formfill but what if we can engage with visitor right then when they have the highest intent to engage. With conversational forms now you can drive personalized engagement flows based on what a visitor has filled in the form.   An exciting part is this feature will be natively available on all your Marketo Engage forms and configured directly from Marketo Engage.   Global Reporting Dashboards While we have reporting available at each dialogue level, to get the overall engagement you might want a better way. We introduced 3 new reporting dashboards into Adobe Dynamic Chat:   Global Performance Report   Meetings Performance Report Live Chat Performance Report   All these reporting dashboard comes with some advanced filters like visitor type (known, annonymous), engagement source (dialogues or conversational flows), date range etc. You also have option to export the data into an Excel and do further analysis   Create roles and permissions Create product profiles (roles), set view / manage / publish permissions to each features and add users to respective product profiles   Define routing rules With this new version now you can define 5 types of routing logics:   Assign directly to an agent: Depending on the flow, you can directly assign a engagement always route a specific agent. You can use this option directly on the Meeting booking card and Live chat card.    Assign directly to a Team Create teams and agents to a team. Depending on the flow, you can directly assign an engagement and always route a specific team Round Robin Route visitors for meeting booking or live chat across all agents through a simple round-robin   Custom Rule Define segments/targeting leveraging lead, company attributes and assign them to agents or teams or both. This enable you to route a visitor based on their persona to an agent or team   Account Routing Identify and upload your target account and respective sales owners and route visitors coming from those targeting accounts always to the respective account owner. Manage Agents and set availability  Marketing or Sales admins can add agents and set respective permissions to access Adobe Dynamic Chat. Each agent can login set their own availability for Live Chat, connect their calendar, set availability for meetings bookings, buffer time etc   Also, admins can manage availability for all agents from one place!   New triggers, filters and trigger tokens To ensure we capture all engagement of your visitors we introduced 9 native activity types in Marketo Engage. So, every visitor engagement is captured as a lead activity and pushed into your Marketo instance in near real-time.   These native activities are available as filters and triggers in your Smart List that will help you retarget, score etc your leads based on their engagement. Attributes from these native activities can be used as trigger tokens which will enable you to create interesting moments, sales tasks/ alerts.   Chat Engagement in MSI All this conversational engagement from these activities natively will be pushed into Marketo Sales Insights panel providing the visibility of a lead engagement to sales representative in CRM       New Cards in Stream Designer To enable more robust personalized conversations following features have been added:   Live Chat Card  Enable visitor to connect with an agent and have a conversation through Live Chat cart.   Action Card Similar to hidden fields in a form, with action card you can populate any lead or company attribute with implicit values that you would like to capture against a lead record. You can add action card at any point in the conversation and update respective attribute with a value or with native tokens that would automatically populate the respective value   Interested to know more? Here are some important links for you: Adobe Dynamic Chat Next generation Adobe Dynamic Chat Introduction Video GenAI features Introduction Video Pricing and packaging Conversational Forms in Marketo Engage New Activities and Triggers    

  Why Chat for B2B? As you know well, your B2B buyers love to self-serve before engaging with your sales team, which continues to make your website one of the most critical demand-generation tools you have. But even with personalized, dynamic, and compelling content, web visitors can easily lose interest or get distracted and bounce from your site. Even if they stick around long enough to find the content they want or fill out a form, it may be several days before they hear from a sales rep (and even longer to coordinate an actual meeting). This process is riddled with potential drop-off points and doesn’t help sales and marketing capitalize on their website traffic, especially when using separate 3rd party chat tools with slow, disconnected data. Why Adobe Dynamic Chat? Adobe Dynamic Chat is an end-to-end conversational marketing solution built-in to Marketo Engage and powered by Adobe Sensei GenAI. It allows marketers and sellers to engage in conversations with customers together as one revenue team using generative AI-powered chat, live chat and conversational forms. Because Dynamic Chat is a natural extension of Marketo Engage, sales and marketing teams can setup, deliver and report on all their conversational marketing programs from the same tool and data that’s powering all other inbound and outbound engagement. The unique combination of industry-leading automation, real-time B2B data and Adobe Sensei GenAI enables B2B brands to scale personalized self-serve experiences for customers, streamline meeting bookings and pipeline for sales and maximize qualification and conversions for marketing.” Remember, you already have Dynamic Chat today!   Adobe first entered the B2B Conversation Automation market in 2022 with an entry-level version of Dynamic Chat packaged with Adobe Marketo Engage in the Select, Prime, and Ultimate packages. It offers foundational chat capabilities that helps Marketing engage visitors and streamline qualification, while building pipe with Sales as one revenue team. But we wanted to do more because we know how important chat as channel is for B2B brands. We also wanted to make sure we included generative AI into the next generation of Adobe Dynamic Chat. So we did!   What’s New? We are excited to introduce the all-new Adobe Dynamic Chat with more included features out-of-the-box, AND a new upgrade option called Adobe Dynamic Chat Prime that will include Adobe Sensei GenAI capabilities along with other exciting enterprise-grade enhancements.   Now available at no addition cost:   Guided Chats (Dialogues) Calendar Integration and Meeting bookings Document Sharing and tracking. Live Chat Conversations [Trial Usage] Conversational Flows [Trial Usage] Conversational Forms [Trial Usage] Global Reporting Dashboards Global Performance report Meetings Performance report Live Chat performance report Routing rules Assign to agent Round Robin Custom Rule Roles and permissions New triggers, filters and trigger tokens Chat Engagement in MSI Manage Agents and set availability Multi-language support Email domain validations Look & Feel Customizations   Now additionally available inside the all-new Adobe Dynamic Chat Prime Package Live Chat Conversations Conversational Flows Conversational Forms Targeting based on Marketo Engage Smart List Define routing rules Teams & Team routing Account Routing Action Card in Stream designer   Interested to know more? Here are some important links for you: Adobe Dynamic Chat Key Highlights of new Adobe Dynamic Chat Introduction Video GenAI features Introduction Video Pricing and packaging Conversational Forms in Marketo Engage New Activities and Triggers

After September 21, 2023, access to the Adobe Marketo Engage classic experience for all the following Design Studio assets along with the ability to toggle between classic and the modern “New Experience” will be deprecated from all Marketo Engage subscriptions as we focus on delivering our modern user experience to all our customers.   All the capabilities in Marketo Engage Design Studio from the classic experience shall be made available in the modern experience and there will be no loss of data associated with this transition.   We have already brought some of our most popular Marketo Sky innovations to our modern experience and ensured that all the capabilities in the classic experience are available in the modern experience. And the response to the modern experience has been positive till now.   As Marketo Engage gravitates towards redefining the way marketers conduct their daily activities with higher productivity, improved ease of use, and optimized workflows, we would like to transition the user experience completely to the modern experience in a phased manner. This announcement is the first of many we will broadcast in this community as Adobe continues to help marketers succeed.    Stay tuned for more exciting modern experience developments throughout Marketo Engage and help us with any feedback to improve your experience.

The Marketo Engage team is thrilled to announce our latest feature – Engagement Map.   The value of Engagement Map lies in the ability to build out reusable campaigns aided by intuitive visualization. It brings in a layer of simplicity in a sophisticated tool. Engagement Map is the visualization of the power that Marketo Engage has brought to our customers for years!     Here are some high value use cases that you can achieve with Engagement Map: Easily manage and validate interconnected campaigns with visualization Increase operational efficiency with enhanced error handling and troubleshooting Accelerate time to value by quickly onboarding new users Improve alignment across key stakeholders with intuitive visuals that provide insight into complex campaigns   Engagement Map helps marketers at all levels     How it works   Engagement Map will be available to all users with access to Smart Campaigns in their current Marketo Engage instances on August 1st .   Check out this space for more information and documentation in the coming weeks!  

After May 19, 2023, access to the Adobe Marketo Engage classic experience for the following Design Studio assets along with the ability to toggle between classic and the modern “New Experience” will be deprecated from all Marketo Engage subscriptions as we focus on delivering our modern user experience to all our customers:   1.  Email Template Details Page 2.  Landing Page Template Details Page 3.  Form Details Page 4. Snippet Details Page   We have already brought some of our most popular Marketo Sky innovations to our modern experience and ensured that all the capabilities in the classic experience are available in the modern experience. And the response to the modern experience has been positive till now.   As Marketo Engage gravitates towards redefining the way marketers conduct their daily activities with higher productivity, improved ease of use, and optimized workflows, we would like to transition the user experience completely to the modern experience in a phased manner. This announcement is the first of many we will broadcast in this community as Adobe continues to help marketers succeed.    Stay tuned for more exciting modern experience developments throughout Marketo Engage and help us with any feedback to improve your experience.

  We are excited to announce some important updates released to Dynamic Chat this month that we think you’ll find useful.   Roles and Permissions  Now manage access to your Dynamic Chat users with new roles and permissions functionality. Now you can create your own product profile and add different combinations of permissions to manage access to users.   Also from now on we can create the following 3 default product profiles with respective permissions: - Marketing Admin - Marketing user- Calendar Agent   Globalization of static content Most of you already know that you can create dialogues for non-English visitors, but we heard feedback from you that this serves the majority of the need but there is system-specific content that still shows up only in English.  we have implemented a language selection feature at the dialogue level and system-specific text will be automatically translated into the respective language for a  visitor.         Search in Stream Designer Managing long dialogue streams can be a challenging task. To make this process more streamlined, we have added a new search function that allows users to easily search for any text within a dialogue, and make quick edits as needed. Furthermore, our search feature is also designed to support keyboard shortcuts, such as search commands 'cmd+f' or 'ctrl+f'. With this enhanced functionality, users can more efficiently manage their dialogue streams and optimize their workflow.       Auto-populating Inferred data  Leads generated through the chatbot will be automatically synced with your Marketo Engage instance in near-real-time. In addition, inferred visitor data based on their IP will now be auto-populated into the appropriate inferred attributes, allowing for more efficient and accurate lead capture.     Goto any card from the Dialogue preview  Are you enjoying using Dialogue Preview? We are excited to share that the experience has been further enhanced. As you preview your dialogue, you can now easily identify and correct any errors by clicking on the corresponding icon within the response field. This new feature allows you to seamlessly navigate to the relevant card on your canvas, streamlining the editing process and improving overall efficiency.