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:
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 🙂
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!)
All the icons look a lot different, check out the icon glossary in the next-generation UI document!
Struggling to find Marketing Nation? It and support are helpfully located under the Help drop down.
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!
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!)
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!
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!
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!
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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