HELP! WHAT IS MEUE? WHAT CHANGED? I’M NERVOUS (don’t be!)
If you have, or are about to have, the new the next-generation user interface from Marketo, you may notice things look different. To get started, feel free to check out this Blog Post, or this PDF, but the Marketo Champs are here to give you tips and tricks for navigating the changes. Huge shoutout to fellow Marketo Champs @ChristinaZuniga, @Brooke_Bartos1 for the tips and tricks and the Adobe/Marketo team for their help answering some future release questions!
DRAG AND DROP!
Ok, we have heard this a lot, we are all sad that it won’t be re-released until next year, but in the meantime, Marketo has made significant improvements to the 'move' function to make the loss of drag and drop less of an issue!
Top things to note:
- You can now right-click on a folder and create an asset, and it will be created within the folder you right-clicked on, eliminating the need for you to move the asset to the proper folder
- Right-Click 'move' has become significantly faster
- When you choose to move an asset, you can specify which folder you would like to move it to inside of a program as well. Also, it’s easier than drag and drop when you have a big tree, so bonus points there!
- Right-click cloning will not create the asset inside of the folder (sadly), so you will need to then move the asset by right-clicking and moving
- Folders in the Design Studio can be moved within the same workspace, but not across workspaces at this time
- Drag and drop in Nurture streams: There are two ways you can add nurture content to the streams without drag and drop. You can either add assets to the stream using the plus sign instead of drag and drop. (here is what that looks like):
- or, you can right-click an asset and add it to the stream when you are inside the nurture program (here is what that looks like):
ERRORS
Seeing some system errors pop up when you try to right-click?
This can be due to Chrome extensions, so try it in Incognito mode and see if you are still having an issue. If so, open a ticket as it may represent a bigger issue. If it does appear to work in incognito mode, then you may need to try playing with your extensions to determine which one is the culprit. And if you are able to pinpoint this information, this is still extremely helpful to Marketo support, so please open a ticket and pass that information along! Thank you 🙂
ARCHIVE
This is a short-term pain point, as this will be added in the next release on 10/16/2020, but you can no longer right-click a program and move it to an archive folder. So hang tight; you can always un-archive the archive, move the folder and re-archive (or wait a few weeks!)
ICONS
All the icons look a lot different, check out the icon glossary in the next-generation UI document!
COMMUNITY LINK
Struggling to find Marketing Nation? It and support are helpfully located under the Help drop down.
TOP NAV
The superball is gone, but the navigation that lived below the superball is now conveniently located at the top as a Global Navigation menu. Another great upgrade is the resizable and collapsible tree with numerous usability & filtering improvements!
GLOBAL SEARCH
There is now the ability to do a global search from the top, and within your search results you can do extensive filtering (inactive triggers, ARCHIVES, etc!)
URL CHANGE
Your Marketo instance URL no longer references the datacenter your instance is in (Ex: sj24), it now shows your munchkin ID. Save your datacenter information to your Marketing Ops documentation so you have a reference when checking status.adobe.com. Marketo is working on adding pod, munchkin, and prefix in a unified location that makes it easier to see and copy. They are aiming for this to be included in the January Marketo Engage release! Until then, save your info!
New URL:
Old URL:
MISSING PURPLE? AND WANT YOUR TREE SIDEBAR WIDTH TO BE SAVED?
Adrian Fraguela (@adrianfraguela) created a Chrome extension that changes the color of the selected item to purple to help you see it better! As Adrian mentioned the newest version allows your sidebar to stay the width you resized it to!
POP-UPS BLOCKED?
When the new UI was rolled out for me, I had to re-approve allowing pop-ups. So if you try to open things and they just aren't opening, check your pop-up settings!
REPORTING
It seems that when creating reports in a folder, the report no longer automatically selects the program that you are in, so be sure to check your selection under the report settings!
Have any other tips, tricks or questions? Comment and we will help one another out!
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