Enforce naming conventions: compute program name based on tag values + other info

Forum|Forum|10 years ago
October 22, 2015
5 replies
4076 views

Enforcing Program naming guidelines in large orgs is always painful.

It would be great if the admins could set automated rules that would automatically define the name of a program, as a combination of infos, using :

The program type (Event, default, email or engagement)
The program channel, using rules such as (if channel = gated content, then add "GTC" to the name, else if... Choice-like approach might be appropriate)
All the program tags (again with if then else or choices)
Program dates (for the ones that are in the calendar) and/or program creation date, with the possibility to output it in YYYYMMDD format
Some free-entry fields

-Greg

Marketo

Grégoire_Miche2Author

Level 10

Ideally, if the program is sync with a campaign in SFDC, the SFDC campaign name would be updated if the program name changes.

A

Anonymous

Hi,

Where I have the most program with people following naming conventions is in the Design Studio and this is due to filtering. I have logged idea on what would go a long way to help that here -

Grégoire_Miche2Author

Level 10

One of the reasons why this is important is because complying with the naming convention plays a full role in the ability to get a solid attribution reporting.

-Greg

A

Anonymous

It is unfortunate that this is the case. I wish Marketo would include program ID in its data rather than force us to rely on the program name to match up activities in the log.