Ideas

Markto　Outlookアドインのセールスメールについて、受信者がセールスメール開封時にアラートを出しております。 ただし、送信者が送信済みメールを開封しても「セールスメール開封」のアクティビティが付いてしまうため、送信済みメールを確認できるよう自己表示を防ぐ方法、あるいはシステム改良頂ければと思います。   以下設定を組みましたが、結果自己表示は防げませんでした。   自己表示を防ぐ https://experienceleague.adobe.com/docs/marketo/using/product-docs/marketo-sales-connect/email/common-tracking-questions/preventing-self-views.html?lang=ja   送信済みのメールは確認する場合があるため、確認時の自己表示が防げるとアクティビティ精度が増すと思われます。 検討、ご対応の程お願いいたします。 ... View more

There are times when a user may send a record a sales email from Marketo Sales Insight, only for the recipient to be uninterested in the email and unsubscribe if the option is available in the footer and/or they send a list-unsubscribe signal from their email client. However, when the Unsubscribe Email activity is written into Marketo for unsubscribing from a Sales Insight email, there's no way to understand that's what's happened. This is because the details on the activity don't explicitly say the email came from Sales Insight, and there's no way to use the "Unsubscribed from Email" activity filter in the UI to grab just Sales Insight emails.   I recognize that tying unsubscribes to Sales Insight emails sent 1:1 is likely too technically complex to pursue, but could a filtering parameter get added to Unsubscribe from Email for "Sales Insight Email" true or false? This would address the problem without requiring big data analysis for this statistic. ... View more

Today, when you install Marketo Sales Insight with Salesforce, the managed package automatically creates the required fields for syncing over a variety of items, such as those around Last Interesting Moment.    In particular, Last Interesting Moment Description is a textarea field--but it is limited to 255 characters. Marketo does not enforce any sort of field length limit beyond its maximum on the backend. As a result, it is exceedingly common to create Interesting Moment Descriptions that exceed 255 characters, especially if something like trigger URL is being replicated on an IM like "Clicked Important Email".    My current understanding is that these fields are NOT directly referenced in the Visualforce components of MSI and thus there would be minimal impact to accepting larger items. For example, when looking at a MSI Visualforce component on a client instance, I can see a description of 285 characters is successfully displayed.   As a result, I would like the ability to optionally increase the textarea field character limit within reason to accommodate these behaviors without encountering sync issues. You should be able to modify this in a straightforward way in the package schema by changing the field's manageableState to SubscriberControlled. ... View more

Currently, the Sales Insights on the Accounts in SFDC only show Interesting Moments from contacts in the last 60 days. However, Sales Insights on the Contact in SFDC lasts forever, it would be very helpful for the Sales Insights on the Account to also last forever as it gives insights into how our Accounts as a whole are interacting with our company. Our marketing team utilizes Interesting Moments a lot for Account based marketing analysis and having this feature on the Account last as long as the contact would be incredibly helpful ... View more