List Import prefill list name & acquisition program.

List Import prefill list name & acquisition program.

I can't tell you why, but it's apparently VERY hard for my team to remember to set the list & acquisition program. I've done follow up trainings. I produced a list import manual. But every week someone has forgotten to set that 3rd screen on the list import.

If you create a static list in a program, then right click on it to import lists onto that specific list. It would be super awesome if the List name & Acquistion Program would be prefilled. That way if a user wanted to change them to something else they could, but if not I could guarantee that my Lead Source & Lead Source Detail flows aren't ruined by missing an Acquisition program name!
4 Comments
Anonymous
Not applicable
Makes sense. However, I would almost want Marketo to force "Acquisition Program" as a required field upon list import.  I realize that Marketo probably looks down on more required anything in the system, so if that's off the table, then how about beefing up our ability to report on which of our users imported which leads into the system.  If we can run a report (like you can do in salesforce), and filter on Created User, Created Date and StaticList/Program, then we'd more easily be able to clean up the missing acquisition programs.  There's alot of data maintenance that would be enabled by such a reporting structure. 
Amber_Hobson
Level 9 - Champion Alumni
It would save me so many headaches if when I go to import a list by right-clicking and then selecting import, Marketo would understand that it was probably that list that I want to import my records into. We've had it where we've picked the wrong ones accidentally and caught it luckily at the last minute.
Anonymous
Not applicable
A customer has shared interesting views. I am quoting bellow:

The list import dialogue does not recognize the list in which it was called and hence produces: 
- More work for the Marketo users by having to type campaign name and list name again 
- Huge error potential as even though data is imported from the context of the correct list, Marketo users might select the wrong list 
 
Background: 
We regularly re-use programs with the clone feature to preserve settings and save work. Data lists of the cloned programs need to be purged and refilled – a task that has to be performed several times a day. 
Now after selecting the list I want to refill, calling the import list dialogue (via List Actions > Import List, see screenshot) and clicking through to Step 3 of the process the “List Name” needs to be pre-filled with the exact list from where I called the import dialogue. Currently the list name remains empty (see screenshot) even though Marketo should know the list name: The import wizard can only be called from the context of a list, so you need to pass that parameter along to the import wizard. 
 
However at the moment users have to reselect the list, which means typing the potentially long program titles, then using the mouse to extend the far too small dropdown-box (see screenshot) and then choosing the correct list of that program. This fault in the import wizard is a major source of friction, produces unnecessary work and increases the probability of human error. 
kh-lschutte
Community Manager
Status changed to: Open Ideas