New
Marketo Sales Insights: Option to show only campaigns a person qualifies for under "Upcoming Campaigns"
Description:
The Upcoming Campaigns panel in Marketo Sales Insights (shown in the Salesforce contact view) lists scheduled email campaigns for the next 30 days. It also says these are "not limited to qualified leads."
Problem:
Our Marketo instance supports multiple businesses and brands. Sales reps see campaigns from other businesses in the panel and assume the contact is about to receive those emails. This causes confusion and unnecessary escalations. Reps think the contact is being mis-messaged, when in fact the contact doesn't qualify for those campaigns.
Requested enhancement:
- Add an admin setting or user toggle, such as "Show only campaigns this lead qualifies for", that filters Upcoming Campaigns to campaigns whose smart list and filters the lead actually meets.
- If full qualification evaluation isn't feasible, allow admins to filter the panel by workspace, program channel, or tag, so each business sees only its own campaigns.