Courtney_Grimes

Courtney_Grimes

Trivial quality-of-life request: currently, when editing a form field's label in HTML inside the Forms 2.0 editor, the focus in the form editor goes back to the field in question after updating the label. This behavior does not occur if the user is editing visibility rules; rather, once an update has been made, focus returns to the very top of the form. Could this please be updated to act the same way as label changes? This can be rather annoying on longer and more complex forms.

Courtney_Grimes

Straightforward request: both the W3C and WHATWG consider nested fieldsets to be valid HTML. https://dev.w3.org/html5/spec-LC/forms.html#the-fieldset-element https://html.spec.whatwg.org/multipage/form-elements.html#the-fieldset-element I would like the ability to use nested fieldsets inside the Marketo UI for second- and third-level groupings for forms. Having this work inside the UI rather than in custom code ensures marketers can control any level of nesting needed for their forms.

Courtney_Grimes · ‎08-26-2021

In this particular case, you've set a MktoForms2 object check in your header JS, but your footer scripts do not. As a result, your JavaScript is halting.

Courtney_Grimes · ‎07-30-2021

High-volume instances are among those most likely to be using Custom Activities, but those instances are the most likely to need many Custom Activity entries sent back to Marketo. As an integration developer, I would like the ability to bulk import Custom Activity entries to an instance. For example, if I'm running a process outside of the Marketo UI and need to note the 10,000 records that were affected by other software in a company's martech stack with a Custom Activity, there's no way to do that short of using... 10,000 API calls. This is both inefficient and puts high-volume instances at the risk of running over their API call limit. The idea would be much the same as other bulk imports done today, and could use the exact same import format that the Bulk Activity Export data uses today.

Courtney_Grimes · ‎06-28-2021

I'm not sure of your exact use case, but what you're discussing may be able to be done using the filter "Member of Smart List Is: [Smart List]". That way, you set up your Smart List to have the criteria x and y = true for evaluation.

Courtney_Grimes · ‎06-25-2021

1. Absolutely agree to everything you've written 2. While we're on the topic of CRLF, I would really love a better way of handling CRLF on textarea outputs via API—right now, any bulk extracts involving the characters forces line breaks in output. Given that Marketo already uses "null" as a string to interpret as a null, could we please get the ability to just use some type of psuedostring for export/import? I'm thinking of turning a field from "123 A St Suite 100" to something like "123 A St\\r\\nSuite100", so the field can be successfully exported and then correctly parsed upon re-import to be the proper CRLF characters. This issue more commonly affects textarea fields not using hacks or workarounds, but coming from the CRM.

Courtney_Grimes · ‎06-03-2021

This is a bit of an odd request, but hopefully I can explain this without making this too abstract. When working with email templates, there's no way to do dynamic calculations based on defined variable values. For example, if you were going to write some dynamic CSS for calculating size for a landing page, you might do something like: width: calc(100vw - 20px); in order to calculate the pixel width of the viewport width, minus 20 pixels. That sort of calculation can't be done with email markup in a widely supported way. However, other templating languages can support this sort of work. AMPScript's math functions can handle this sort of work for doing on-the-fly calculations for email. This technique can be used to enable certain dynamic features when paired with Marketo's template syntax, and I'm happy to provide private examples of how this would be used. Unfortunately, this is not a use case scenario where doing calculation inside Velocity and then having a token perform adjustment would work—this needs the ability to read from variables set in the email itself.

Courtney_Grimes · ‎06-01-2021

Today, there is no automatic way to set a Salesforce campaign that should be linked with a Program using only the REST API. However, when querying program information, both the linked sfdcId and its associated name are displayed. Would it be possible to update createProgramRequest/updateProgramRequest so an SFDC Campaign ID value can be passed? Ideally, there'd be an option a la the UI to auto-create an SFDC campaign in addition to setting a predefined value, but even having the ability to link pre-existing campaigns would be tremendously helpful.

Courtney_Grimes · ‎04-29-2021

As of today, there is no programmatic way to send one-off program member custom field data via requested campaigns; the only alternatives are to run a one-off bulk import job or to run a separate form submission call. However, for existing organizations that already have set up REST campaign requests, there is no straightforward way to append this data. Ideally, passing PMCF data could be done by including something similar to the way token names and values are passed. At this time, this could only support passing records one at a time through the request, but that's a reasonable compromise for most uses.

Courtney_Grimes · ‎04-13-2021

When setting up software to interface with Marketo's REST API, especially the bulk API, users are limited to understanding what API manipulation they have within their control—the calls and jobs they themselves have made and can poll. However, this view completely misses any other action other accounts may be using. What I'd like to see is a set of additional features around stats and usage, including: 1. The ability to see how many bulk jobs are queued: right now, you can only manage the amount of bulk jobs your process has created, but there's no way to see what other bulk jobs are running in parallel. I'm thinking of something as straightforward as an API call that lists the current number of bulk jobs being processed. Major bonus points if the call can also give an expected ETA when the next job that will complete first will end. This way, bulk jobs can be scheduled more effectively rather than checking existing jobs continuously. 2. The ability to see how much bulk data has been passed: while subscriptions can have varying bulk data limits for the day, knowing if your API process or if others took up the entire import/export daily limits is difficult. If there was some way to check against the same mechanism that limits data, this would help developers make smarter decisions on how much data to import/export and when it makes the most sense to do so. Alternatively, this can help ensure there's a buffer of bulk data available for other processes. 3. When using any bulk job status API endpoint, having a (very rough!) estimate of when the job is anticipated to complete returned would be great. Queuing multiple jobs means the estimate you'd have for one job completing may not be accurate, and even knowing within a five-minute window when a job is anticipated to complete helps with properly queuing subsequent jobs.

Courtney_Grimes · ‎03-26-2021

While /rest/v1/stats/usage.json can return API usage from different API users over the course of the day, there's no way today to see a subscription's daily request limit (enforced or purchased). As a result, if you wanted to scale a program to use a certain ratio of calls relative to the subscription, you must first retrieve the number in the UI. Having API access and exposure to the request limit in addition to daily calls would be a major win for Marketo integration developers, as proper scales and checks could be dynamically built into applications.

Courtney_Grimes · ‎03-16-2021

This is so minor it may as well be trivial, but would also be (presumably) a small fix: could the MIME type Marketo serves for icon files (.ico) be updated so it uses image/x-icon? Right now, icon files are served as text/plain, which recently contributed to some confusion when someone loaded the icon directly from the URL. This, of course, does not affect in-browser renderings of favicons, etc., so this is an edge case.

Courtney_Grimes · ‎02-25-2021

Imagine a scenario where lead IDs 4 and 5 are merged together in a Marketo instance. 5 is the "winning" ID, so querying the lead via the REST API returns data. However, if you query for data on lead ID 4, a successful API query is returned with no data in it. This means reconciling that 4 was merged into 5 difficult, and leaves a stray ID. Would it be possible to update results on merged records so that they pass something like "mergedInto" : 4 when this occurs? Bonus points if the winning record also got a note like "mergedWith": 3,4,7 -- something that concatenates all records which have been merged into this winning record; this would be nice to help verify on both ends that a merge was successful.

Courtney_Grimes · ‎02-23-2021

As of today, using /rest/v1/program/members/describe.json will return default Program Member fields in addition to whatever custom fields have been defined. Although items like Acquired By and Success are present, the field for Success Date is not. Could this be added to the list of extractable fields, both when describing and exporting?

Courtney_Grimes · ‎02-19-2021

Straightforward request: I am a big advocate of using Marketo's description fields when using any sort of asset that's in a Marketo tree—a local asset, program, campaign, folder, template, etc. This area allows you to put in key details, link your work back to ticketing systems, provide context for colleagues, and so on. However, as of today you can't search any data that's been put into a description inside the UI. For example, if I wanted to note that a certain Smart Campaign uses the form named A Cool Form with ID 1000, I might put in some text in the description like: "Processes A Cool Form (ID: 1000), assigns values, and sends an alert". However, if a user just searches in the tree for "A Cool Form", they'll only see the actual form asset named "A Cool Form". If the description data was also indexed in the search, the user could see not only the form but all related assets in one go. Could this data get additionally indexed into tree searches?

Courtney_Grimes · ‎02-19-2021

Beth, if I could like your comment five times over, I would—this solves several pain points I have. Still would like to see that in the UI (or at least explained somehow that this technique is possible), but this saves a lot of little time that adds up. Thanks to you and your colleague Cam!

Courtney_Grimes · ‎02-01-2021

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.

Courtney_Grimes · ‎01-08-2021

It looks like there's been some recent improvements to Marketo Engage's form accessibility around validating fields. This is great! However, there are some small tweaks that need to occur in order for these new items to perform in a way that's stricter to WCAG standards. 1. The aria-describedby attribute for inputs should only be inserted at the time that the validation message itself is added to the DOM; otherwise, the attribute has nothing to reference. 2. Items displayed in .mktoErrorMsg should additionally have aria-live set to assertive. 3. This isn't strictly accessibility-related, but when looking at validating form fields against behaviors, I'll also use setCustomValidity() and set the required attribute upon validation if validation fails for required fields. This can help with CSS/JS presentation if the Marketo customer uses custom behavior/visuals elsewhere.

Courtney_Grimes · ‎12-23-2020

In theory, Marketo should not have duplicate records with the same email address, but this is often not the case in actual use. This means when choosing a record to emulate for sending a sample email, there can be multiple results returned when looking for an email address. If there are three example@test.com records, all three will be listed in the Send Sample dialog box—but there's no good way today to quickly understand which of the three options you're choosing correlates to what record. Would it be possible to add an additional identifier, such as Marketo ID, Unique Code or Unique Name that could either be displayed in the UI or used as a secondary search criteria? This ensures when there are material differences (such as one variant having custom objects attached) that testing can occur quicker and with less confusion.

Courtney_Grimes · ‎11-13-2020

This isn't something I'd normally think about, but I was doing some basic explanation on how Marketo works to someone and they encountered some frustration around how deleting assets work. As a general rule, if there is an approved version (for emails and landing pages) or if an asset is referenced elsewhere (such as for forms, smart lists, social assets and so on), the asset can't be deleted. That makes total sense from a development point of view, but it's disorienting for new users to not be able to understand why they can't remove the asset—they must click on delete, get the error message (that isn't clear for beginners) and then understand that they must either: a. Go to Used By, find the asset references, remove them, and then delete and/or b. Must unapprove the asset first, then are able to delete The messaging shown in response to an invalid attempt to delete today works but also assumes you understand the meaning behind it. Most new users just don't have that understanding yet. What I'm suggesting is a better user experience for this: either don't show the delete option until the asset can truly be deleted, or ideally create contextual options. For example, two separate changes that could happen in the drop down are: "Unapprove and delete" (if no asset references--perform this task on behalf of the user in one go) "Prep for deletion" (show the Used By panel contents and explain that references must be removed) However, I'm not a UX designer by trade; I'm just suggesting looking at more user-friendly ways to approach removing assets.

Courtney_Grimes · ‎10-29-2020

There are some good use cases for needing to query records that start with apostrophes: for example, a common list upload error that can occur involves improperly-formatted CSV files, resulting in records with email addresses like 'example@hotmail.com' instead of example@hotmail.com. Currently, the Marketo platform doesn't properly return results for these queries because the character is improperly escaped. If you do a search for "Email Address: begins with ' ", you will return all non-empty email addresses. Attempting to use common SQL escape patterns (\', '') does not fix the problem. If this behavior could be fixed so the search correctly looks for apostrophes, it would be appreciated. (I am aware there are other ways to retrieve this data and have done so; I just wanted to note this specific bug.)

Courtney_Grimes · ‎10-13-2020

Just a side note here that RCE does calculate complaint rates—I'm not sure if it's just looking at Cat 1 bounces or Unsubscribe Reasons with certain keywords populated or what have you, but there is some precedent for breaking this out separately. While there are definitely other ways to pull this data out, it's a bit unfortunate that it's not as readily available anywhere else like Email Insights.

Courtney_Grimes · ‎09-10-2020

Straightforward request: I would like to have an API endpoint that allows for automated import of programs from trusted instances into a given instance. Currently, only UI controls allow you to import between trusted instances, which causes considerable slowdown and does not allow you to change conflict rules in bulk(Allow custom conflict rules when importing programs ). Having API access both to set import conflict rules AND the ability to queue imports would be a big win for technology partners looking to deploy standardized programs as well as handle enterprise sandbox->production migration in a smooth way.

Courtney_Grimes · ‎07-15-2020

This is a bit of an odd question, but one I realized I have no idea on: when you use a filter such as In Time Frame: Today or In Past: 2 Days, how is the "day" itself calculated? That is to say, how is a day determined for a given datetime? Is the calculation done by the Location set in Marketo? Is this done at the server level? Is "day" just a human-friendly shorthand for the most recent 24-hour period? For example, if I have "today" as a time frame filter, does this mean if something is stamped at 11:59 PM and isn't able to be looked at for triggering a Smart Campaign until 12:00 AM, will that Today filter exclude it?

Courtney_Grimes · ‎07-14-2020

When doing program imports, there is a chance with each program import to define how you'd like to handle conflicting information. This is great, but doesn't necessarily scale well when you need to do a lot of imports. For example, if I need to import 20 programs from Instance A to Instance B, there may be a specific rule like "Ignore Program Tags" that I want to set for every import. As it stands, that currently has to be done by editing the conflict rules every time. I'd prefer to have either an instance-wide or user-level setting that allows these rules to be altered and thus prevent having to do this catch every time.

Courtney_Grimes · ‎07-14-2020

Not necessarily--in this case, the variable has been set, and it's showing that to the end user. You just more typically run across 365 doing this when there's nothing set in the link.

Courtney_Grimes · ‎07-13-2020

Of course. 365 and Outlook.com are pretty fussy about links in general—in fact, if you've ever tried to do something like <a href="">Test 1</a> or <a href="#">Test 2</a> this used to fail and make links break up until recently. I even wound up just switching to using "#tbd" in order to get around this problem when I didn't know what a link was going to be. Basically, if the software can't understand that the link is in fact a link, it errors out and shows the end user bracketing similar to the following: In the case of that screenshot, the link is wrapped in something very similar to <a href="https://${ctaLink}">${ctaText}</a> So, it was just the straw that broke the camel's back on this method for me.

Courtney_Grimes · ‎07-13-2020

Hi Cahan, This actually isn't a malformed link, but instead a specific setup issue: when you create an email template and choose to use variables for links (such as the CTA link) in editable areas, some problems can occur—while the majority of email clients will receive the email with the properly formed link (so http://${CTA-url} is a real link in the email), but not all. Additional issues can come up when you use both the link and the link name as variables, notably in Office 365. I'm at the point where between the lack of copying to text versions of emails, the breaking in Office 365, and the issues it causes in links for Smart Lists/reports that I can no longer recommend anyone use this technique for links in emails. You'll need to restructure your email template so the user has to add the link in themselves.

Courtney_Grimes · ‎07-09-2020

A quick note on this method and booleans in general: when you send data to a Marketo Custom Object, the exact value that you give for a boolean is actually what is stored for accessing with Velocity. This fact doesn't change a ton, unless you're explicitly formatting the data for your booleans as 1/0 rather than true/false or similar. When using 1/0, it does explicitly write the 0 value into the field rather than being processed as blank. As such, if you plan on using the $mtkoBoolean map mentioned here, you may need to account for that distinction.

Courtney_Grimes · ‎07-09-2020

Hi there, So, this Selfridges email is using a common technique that's done in B2C and retail emails, but it may not translate really well into Marketo. If you look at the design itself, you can think about it as table rows and columns rather than the slants you see visually: 1. Full column width for knits to know, then a second full column for the angle 2. Two columns for the footwear and handbags 3. Another two columns for coats and trend Rather than use image maps, what they're doing in this case is setting the images seamlessly next to each other as big, clickable split-up images. That way, when you click on each individual image, it takes you to the correct corresponding link. This also allows the developers to play with media queries, so they can dynamically show and hide the appropriate images (that will adjust the diagonal designs) based on screen size. That doesn't always translate well for Marketo, because the modular design doesn't really work in the same way--you can, of course, write a template that does this, but what'd you also need in your back pocket is existing Photoshop templates that would have this angling. This design also has the disadvantage of not having live text on it--all the copy is on the images themselves, so you'd have to update the image and re-upload it if you wanted to change something. This says nothing to the lack of accessibility as well. Again, you could write a template that does allow you to use live text, but this starts to get complex and difficult for anyone but advanced email developers. If you like the visual style of slants, one way you can work that in is to actually use slants as backgrounds as part of a module. For example, I've done setups in the past where at the end of a module, there's just a diagonal image that acts as a transition into the next module color/style, or used gradient fades to make that same effect happen. This also has the advantage of scaling nicely for mobile and systems that can't support modern HTML development techniques.

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Date Registered	‎10-29-2014 04:04 PM
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