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albertcariaga
Level 2
Oct 6, 2026 3:23 PM UTC
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.

    2 replies

    sandy_logitech
    User Group Leader
    sandy_logitechUser Group Leader
    User Group Leader
    Oct 8, 2026 4:22 AM UTC

    “Show campaigns this lead qualifies for” is a nice idea. But effectively impossible to implement because qualified members aren’t actually computed until send time (except in the case of Head Start, but that’s still only T-~12 hours). Would be untenable to run such a query every time MSI renders for a single person.

     

    Filter by ws/channel/tag seems at least technically feasible.

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    derelict_wombat
    derelict_wombat
    Level 6
    Oct 16, 2026 1:11 PM UTC

    100% agree.  This is actually an area of a lot of confusion for our users as they are asking why their leads in the US are getting Chinese emails.  I’d rather that the “upcoming campaigns” is removed completely vs how its displaying today.  I can’t count the number of times i’ve had to explain to senior leadership that what their team is seeing is not accurate and should be ignored.  Doesn’t leave a lot of confidence in the product i’m afraid.  

    That being said, if MSI is being replaced by the new Marketo Qualifier tool then hopefully that will be taken into consideration there. 

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