Adobe Marketo Engage

In the new editor 2.0, the starter templates can be seen and used by all users or by none of them.The risk with making them available to every one is that everyone starts feeling they are designers and start creating completely non-compliant emails.So it may make sense that, in some orgs, the access to the starter templates is set to off.But, a very nice feature is now available in the editor: the possibility to pick a template, change some settings, and save the result as a new template.So this means that even in the organization that want to control tightly the usage of non-branding-compliant templates, some dedicated users should have access to these starter templates to be able to adapt them and create new custom templates from them.Therefore, it would be great if, instead of being a total on-off, the access to starter templates would be granted a specific role permission, so that only some users (the ones that are given the proper roles, typically the web designers) can get to the

I noticed that some leads had clicks in MSI but not opens, which confused my sales team. I asked support and they told me that my leads were using Gmail and probably had images turned off by default. This meant that they had opened and clicked, but no open was counted due to the images turned off.IMHO, if there's a click there was an implied open and Marketo should record an open in the lead's history. This was an update a few years ago in my old MA system that had this logic and it made sense to me. I think Marketo should do the same.

When you set up a sync filter on some CRM fields (flexible in SFDC, on MSD, it's handled with a standard SyncToMkto field. See Create a Custom Dynamics Sync Filter - Marketo Docs - Product Docs), if the filter is activated, the sync stops immediately (see "Sync with Marketo" mysteries part 1​). The result is that Marketo does not know the sync has been stopped, excepted for a sync error message that is not usable in any filter / trigger.This idea is that in this case, a last sync should occur, only for the sync filter field. This would enable Marketo to log a data value change and the Marketo user to set up smart campaigns accordingly (such as a smart campaign that deletes the lead from Marketo).This last sync would only occur if the lead is still in Marketo, of course. If the lead is no longer there or has never been there, it should not trigger the creation of a lead in Marketo.-Greg

When using Marketo with MSD, filtering the sync is a standard process. The MSD admin just has to create a field, name it "SyncToMkto" on leads, contacts and /or accounts and map it to Marketo. No need to call support. See Create a Custom Dynamics Sync Filter - Marketo Docs - Product Docs and the doc even explains how to set up MSD workflows to check / unckeck this field in MSD.This idea is about having the same possibility on Salesforce.-Greg

Salesforce has had default support for multiple Account associations for several years (via AccountContactRoles), but visibility into multiple Account associations (especially from MA platforms like Marketo) is generally lacking.This month, Salesforce rolled out their Summer '16 release, which includes general availability of the new (poorly-named) "Shared Contacts" feature (success.salesforce.com/ideaview?id=08730000000BrBSAA0). This is an opt-in feature which unifies the existing "Contact: AccountId" and "AccountContactRole" relationships, replacing the "AccountContactRole" with a new "AccountContactRelation" object. This new feature supports both "direct" and "indirect" relationships, automatically setting the "Contact: AccountId" for direct relationships but using the junction object for indirect.Currently, we have the ability in Marketo to sync the "AccountContactRole" junction object via Salesforce Objects Sync. This has the potential to be useful, but suffers from two major limi

With Email Insights, it would be great if one could save several Filter Sets, so you don't have to add them manually every time.

With Email Insights I suggest that the search should include wildcards or regular expressions.Currently it seems that the filter search uses "begins with" as the search syntax.Also a "select all" would greatly speed up selecting those filter criteria. Right now at times I need to click a dozen or more times for some email reports.

Allow us to decide whether or not we want the SFDC activity logs capped at 1/type/lead/day. I understand why some companies would not want to have more than that due to SFDC space limitations or cleanliness for Sales, but I think that should be up to us, not Marketo.

Today, when a error occurs (such as changing inadvertently campaign member statuses in SFDC), the sync between Marketo program and SFDC campaign breaks. Once the source of the error is fixed, the leads with an unsync'ed member status stay as is.We have to isolate these leads in static lists, then remove them from programs and add them back to the program. Quite cumbersome.It would be great to have a tool that can resync all campaign members. It would have to be inclusive, taking all SFDC members and add them to the Marketo program and all Marketo program members and add them to SFDC.To be considered with this one: -Greg

Sales force has a notion of "Source campaign" for a lead.This idea is to have a flow step that would enable to set this value in the SFDC lead.-Greg

When assigning a task, we have only a limited list of possible choices: We can only assign the task to the lead owner or to a specific user. It's impossible to use token.Typically, when importing a list of leads, we would like to be able to assign the follow-up tasks to an SFDC user specified in an import field.Another use case would be to set a program token that would define a specific SFDC user who should call back all registrants to an event.So it would be great if we could use a token to assign a task.The token would contain either an SFDC ID or and SFDC username.-Greg

Let's say I have a data model by which I can attach any converted lead to an account. This attachement could be done using a CRM trigger/workflow or a tool such as Ringlead.I would like to be able to use the owner of this related object to assign the lead from Marketo, either from the "sync lead" or the "change owner" flow steps.This could also apply to other lookup fields in the lead or contact objects, such as the source campaign. In this later case, I would use the feature to automatically assign a new lead to the marketing person in charge of the campaign.-Greg

@It would be super useful to be able to add SFDC logged activity to the Opportunity Analyzer!We have begun to use the Opportunity Influence Analyzer to dig into our opportunity trends with our Sales Executives.One downfall of the opp influence analyzer is that our Sales reps cannot see the Sales SFDC activity on the visual graph. We all know that Sales activity is always aligned with Marketing engagement especially when an opportunity is present. I know I can create an interesting moment when SFDC activity is logged to show that on the analyzer graph, but our Sales reps think this would create more clutter in Sales Insight for them.Please!

the product docs are extremely sparse on content and often lack contextual information.  What about turning them more into a Wiki and letting the community add in information that would also be useful?Or, if you don't want to do that, how about a Marketo wiki?

Has anyone noticed that the 18 Character account ID from Salesforce is a read only field in Marketo, but when you open a lead record the 18 character contact ID is an editable field? I don't want my users to be able to accidentally make changes - especially since there is no 'save' button in Marketo this would be a really easy mistake to make. Let's make this field read-only to reduce the chance of mistakes.

Marketo recently rolled out a new feature that allows you to distinguish between your production instance and sandbox instance with a name in the upper left hand corner by the Marketo logo. However, they make it very difficult to actually EDIT the name.

Hi there,The workflow for editing fields on a Marketo Custom Object is extremely buggy and un-automated:1. To edit a field on the custom object (e.g. changing the name, modifying the field type, etc), you cannot simply click "edit". You need to delete the field, re-create the field again with the changes you want, and re-publish the object.2. You are unable to perform a modification and edit the object without needing to republish the object after every action. For instance, to delete the an existing field, you ideal workflow would be:- Delete "Field A"- Create new field "Field AB"- Republish the Custom ObjectHowever, using that workflow, Marketo will NOT save ANY of those changes. In order to get Marketo to save them, you literally have to republish after each step. The workflow actually looks something like this:- Delete "Field A"- Republish Custom Object (to save action of deletion)- Create new field "Field AB"- Republish the Custom ObjectThis is akin to having to actively save an e

It would be extremely helpful if there could be something either on the Summary screen or elsewhere that could indicate that the Program/Smart Campaign/etc was cloned from "The original campaign"Too many times lately when having team members clone programs MarketingOps has had to investigate why scoring rules and other changed items are persisting in future campaigns and programs.  We corrected our "cloning template" but see that many times the newly created items were cloned from a previous errant program/campaign.

@Right now, we are able to see the number of leads who click on each link in an email with multiple links through the Email Link Performance Report. It would be very helpful if we could see the actual leads who clicked on each link in an email with multiple links. Right now, as far as I know the only way to see the actual leads who clicked on a specific link is to create separate smart lists for each link that say "Clicked Link in Email is "actual email"" with the constraint of "Link is: "specific link""If anyone has any insight or knowledge on how to run a comprehensive report that shows all the leads who clicked on each link in an email with multiple links please let me know! As of now from what I understand after talking to support, this is not possible.

Hi,I would like to track UTM parameters for how someone landing on my site originally, across different pages and visits of my site, until the person fills out a form. Then, I would like that data to be collected in the form.Right now, it seems that is only possible through custom Javascript: https://nation.marketo.com/message/123430  . However, I think first-touch attribution tracking as a common need across most, if not all, marketers.As Munchkin is already cookie-ing the visitor, it seems like this would be possible to be a built-in marketo feature, rather than requiring each customer to custom develop it, cookie the visitor, and then pass through the parameters.Thanks,

Custom date fields are currently being treated by RCE as strings. It makes it impossible to create dashboards with this since we can't filter by date ranges (past 7 days, past 3 months, etc.)It would be great to see custom date fields being treated as real date fields so we can create dynamic dashboards!

As straight forward as the title sounds!

Recently we experienced an issue where our Marketo programs were not syncing with Salesforce campaigns. Statuses were out of sync and leads/contacts were not being added to their respective Salesforce campaign.Marketo acknowledged there was an issue and a major backlog of campaign updates was sitting idle. Their engineering did sort it out and patched the issue 1.5 weeks after discovery. Had it not been for my colleague who noticed the odd difference between Marketo and Salesforce, we could have been sending the wrong emails based on program status and adding individuals to the wrong programs.We weren't notified and stumbled upon it manually.1) The first suggestion here is to add a sync backlog viewable in the Admin panel. We should be able to keep an eye on the sync backlog, and if it becomes an alarming number be able to investigate from there.2) The second suggestion is Admins should be able to set a notification threshold number. For example if there is a backlog of 30,000 campaign

The program API enables to create and / or update programs in Marketo. But setting up the sync between a program and a smart campaign is not possible.See http://developers.marketo.com/documentation/programs/update-program/  and http://developers.marketo.com/documentation/programs/create-a-program/ ​So this idea is to have the program create and update API to enable to set the SFDC sync. It would take an input to either have the campaign created in Marketo or passing the SFDC ID of the campaign. If the campaign is created, the API would return the SFDC ID of the new campaign.-Greg

Hello,With the more recent communication limits feature, it would be nice if there was a global setting to exclude certain domains so that we can ensure seeds lists ALWAYS receive outbound emails. I understand there are work around but this would be a very beneficial setting for this feature.Best,Ericka