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Blueprint Released: Value Realization | Deliver Client-facing Services

Blueprint Released: Value Realization | Deliver Client-facing Services If you’re a system admin, product owner, champion, or manager of Workfront users, you’ve probably been asked to demonstrate the value that Workfront is bringing to your business. We’ve identified five key areas where your business can realize value.  Workfront provides the ability to: Centralize work in one solutionManage work processesReview and approve digital workGovern compliance workflowsDeliver client-facing services To identify value realized from the “Deliver Client-facing Services” section above, we’ve combined years of experience working with client-facing companies to build a series of reports centered around work that impacts cost and revenue. This dashboard provides planned and actual data to help you find trends in key project phases and identify ways to streamline processes to improve on-time delivery, maximize revenue, and prevent staff burnout. This dashboard is now available to install from your blueprints.  Learn how to install this dashboard from blueprints. A few things to note:  The reports on the dashboard have been built to support the needs of a wide audience. It’s likely you will need to change the filters, views, and groupings in some reports. This is especially the case when it comes to filtering on status or date/time. The default filters for “Client” in these dashboards are Project Company >> Is Primary = False.Clients can be external and/or internal to an organization. Depending on the best use case for a given company, “Clients” could be set up as Companies, Groups, Portfolios, Programs, etc. If your reports are blank, this will be the first filter to adjust.You may not need all the reports, so feel free to remove or customize them. All reports have the following tags in their descriptions for searchability:  #clientfacingservices #valuerealizationFinally, we recommend making copies of these reports before editing in case you want to go back to the original reports. The Deliver Client-facing Services Reports:  Active Projects by Client - Project Status Meeting Report. Use this report as a meeting tool in Details view to understand and update key project data and status in real time to help assess risk and prioritize projects by client revenue. Active Project Planned Hours by Client and Planned Completion per QuarterUse this report to understand planned and active customer/client work currently in the pipeline by comparing by quarter across your organization based on your custom filtered selections. Active Task Planned Hours by Job RoleUse this report to understand which roles may be under- or over-allocated on active projects or to compare against purchased services, retainers, and contracts.To track freelancer and contractor projections, hours, spend and revenue impact, try adding a User custom form with an Employee Type to increase visibility in reporting. Active Project Planned Revenue by ClientUse this report to understand Planned Revenue and compare against Actual, Fixed, and Billed Revenue by planned and active hours per client. Project Actual Revenue by ClientUse this report to understand actual revenue and compare against planned, fixed, and billed revenue with current and complete actual revenue per client. Milestone Progress Report in Active ProjectsThis report shows the average effort of key project milestones. A large variance between planned and actual durations or hours indicates an opportunity to monitor active phases per project and to be able to communicate to clients and leadership where projects are in their lifecycle. Completed Milestone Phases Plan vs Actual - On Time Delivery TrendsUse this report to understand how complete project work phases (milestones) are trending by comparing planned vs actual duration and hours.Finding trends in which phases continually deliver early or on time and which seem to always run behind or late can help make critical adjustments to planning processes and project templates. Completed Projects by Client and Progress Status This YearThis report shows all completed projects per client year to date. Use this report to understand completed project performance per client annually.  

Adobe Marketo Engage Real-Time Personalization to support latest jQuery versions through rtp.js

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.

Announcing the Launch of Marketo Webex Webinars Launchpoint Integration for Adobe Marketo Engage Customers

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.

Maximizing Web Performance: Important AEM Edge Delivery Service Resources

Adobe Experience Manager (AEM) is now seamlessly integrating with the technology you already know and love, elevating your content, technology, and audience engagement to the next level. In this discussion, we will delve into essential aspects of AEM's edge delivery service, empowering developers to build lightning-fast websites while optimizing the authoring experience. Following are Key Resources to Accelerate Your Web Projects:     Title Description Developer Tutorial Get started by following this comprehensive tutorial that will have you up and running with a new project in no time. This tutorial will get you up and running with a new project.  Anatomy of a Project Discover how a typical project should be structured from a code standpoint, gaining insights into best practices for project organization. Block Collection Explore a collection of blocks recommended as blueprints for blocks in your project, contributing to efficient development workflows. Spreadsheets Learn how to translate Microsoft Excel workbooks and Google Sheets into JSON files that can easily be consumed by your website or web application. Forms Go directly from Microsoft Excel or Google Sheets to the web in mere seconds. Sanitize and collect form data at an extreme scale. Effortlessly transform data from Microsoft Excel or Google Sheets into web forms, ensuring efficient data collection at scale. Indexing How to keep an index of all the published pages in a particular section of your website. Understand effective techniques to keep an index of all published pages in a specific section of your website, optimizing content retrieval. Keeping it 100 The quality of the experience of consumers of your website is crucial to achieving the business goals of your website and the satisfaction of your visitors. Markup - Sections The markup and DOM are constructed in a way that allows flexible manipulation and styling. Favicon Give your website a professional look by adding a favicon to enhance the branding and recognition in your visitors' browsers. Custom Headers Learn how to apply custom HTTP response headers to resources, for example, to allow CORS.   Join the discussion to unlock the potential of AEM's edge delivery service and make the most out of your content and technology integration. Let's innovate and build exceptional web experiences together!

[Release Update] Adobe Journey Optimizer September 2023 Release

September 2023 update Check out what's new, improved, and fixed in the latest Adobe Journey Optimizer product release update: Release Notes   New capabilities Computed attributes: Computed attributes enables capability to easily summarize event data into profile attributes via an intuitive user interface for enhanced behavior-based segmentation, personalization, and activation. With this feature, you can create computed attributes in a self serve manner, manage them, and use them in segmentation, Real-time Customer Profile destinations or Journey Optimizer. Additionally, computed attributes simplifies segmentation and journey workflows to help you seamlessly deliver relevant experiences.  Consolidated Channel Reports: The Channel Report feature offers analysts and marketers a comprehensive overview of traffic and engagement metrics at the channel level. To access the Report menu, you must have the View Channel Reports permission. Dataset Export Destinations (GA): Journey Optimizer datasets export to Cloud Storage Destinations is now generally available. This feature allows you to establish a live connection with cloud storage locations in order to export the content of your datasets. Per-Sandbox mobile application credentials storage: This new feature allows you to easily manage and associate push credentials with a dedicated sandbox in App Surfaces.   Please find the detailed information around the new capabilities here: Latest Release   Feel free to reach out in case you have any questions and/or feedback through the below comment section.

Key highlights of the new Adobe Dynamic Chat

      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    

The next generation of Adobe Dynamic Chat has arrived!

  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

[Release Update] Adobe Journey Optimizer August 2023 Release

August 2023 release notes Check out what's new, improved, and fixed in the latest Adobe Journey Optimizer product release update: Release Notes   New capabilities Send In-app messages in your journeys: You can now send personalized In-app messages to your app users within a journey. Use Journey Optimizer to design notifications and customize the message layout, display, text, and buttons to create a seamless experience.  Validate your emails with seed lists: You can now create and manage seed lists in Journey Optimizer. A seed list consists of internal addresses which can be added to your actual audience and receive the exact same message as the targeted profiles at the delivery execution time. Use this capability to monitor the sent out communications and ensure that all display formats, URLs, images and links are correct. Improvements You can now leverage API call responses in custom actions and orchestrate your journey based on these responses. This feature is currently available as a private beta.  A new type of system alert has been introduced. You can now get notified when a custom action fails.  Azure can now be selected as the server type in the file routing configuration.  Ampersand is now available as column separator field in the direct mail surface settings.   Please find the detailed information around the new capabilities and improvements here: Latest Release   Feel free to reach out in case you have any questions and/or feedback through the below comment section.

Blueprint Released: Resource Management Preparation

Have you been thinking about using the resource management tools in Workfront but don’t know how to get started?  We’ve created a Blueprint that takes you step by step through the settings and product areas that you need to check and potentially update to ensure that you’re getting resource management data you can trust.   Learn how to install a blueprint Included in the Resource Management Preparation Blueprint:  Project Template: Resource Management Preparation Checklist  This project template outlines all the prep work that needs to be done in order to ensure successful use of Workfront’s Resource Management tools – the Resource Planner and Workload Balancer.​ A project created from this template serves as your checklist to guide you through setting up the foundation required to optimally manage your resources and make sure you’re ready to launch the tools across your team, group, or organization.  We’ve purposely created this Blueprint as a project template so each new group or team can create their own resource management preparation checklist as they’re ready to explore these functionalities within Workfront and individually launch as needed.   Report: Resource Management User Preparation  Use this audit report to ensure your Users have the correct information necessary to facilitate accurate resource management data. This report surfaces important data like users’ Job Role and Resource Pool. 

[Regular Refresh] Workfront Product Release Updates

Hello,   Introducing our fresh update series, designed to equip you with timely notifications concerning the most recent advancements in Adobe Workfront, all presented in brief, bite-sized summaries! We hope this will be your source for staying informed and in the know about the latest Workfront releases.    In this recurring thread, our aim is to offer valuable insights to Adobe Workfront customers regarding the latest product releases. As new announcements are published, we'll promptly share them as replies to this post, inviting users to explore the updates in a timely manner.   For more information about the specific updates included in this release, including the dates that these enhancements will come to Production environments, see our Release Overview page.   You can also subscribe to this thread to be notified of upcoming monthly releases: Select the vertical "..." icon located at the top right of the post to open a dropdown menu. Click the "Follow" button to subscribe to any new responses to this post.  To adjust your email notification settings, navigate to Account Settings > Following & Notifications > Notification Settings. More detailed instructions on how to set up your email notifications settings can be found in this blog post.    Please note that the comments section is locked as this thread is for publishing release-related announcements only. If you have any questions about upcoming releases or the contents of this thread, feel free to shoot me a private message or submit a standalone discussion!

Adobe Marketo Engage switch to Modern Experience for all Design Studio Assets

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.