New User Interface shell: We launched our new user interface! It has dozens of usability improvements and bug fixes.
Improved Performance Along with the UI changes: the website is now faster than ever especially for IE7 users.
Salesforce Link in Send Alert Info: When you use a Send Alert Info token in an email and the lead is in Salesforce, you’ll get links to Salesforce and Marketo.
Salesforce Account Custom Fields: Your custom Salesforce account fields are now available to use in Marketo.
Clone Smart List: Now you can duplicate any Smart List in your Lead Database. Just right click it in the tree and pick Clone.
Email Links Without Tracking: If you don’t want link decoration and click tracking on a particular link in your email, use class=“mktNoTrack” in your link tag to suppress it.
Spell Check: In the Email Editor or Landing Page Rich Text Editor, you can now click the spell check button to verify your spelling.
Improved Help: Click the Help button on the top right to get contextual help throughout the application, including links to our Customer Success site. Like keyboard shortcuts better? Try control-alt-shift-h instead.
Enhanced “Has Opportunity” Filter: The new Has Opportunity filter lets you find leads with opportunities based on a combination of criteria – for example, if the opportunity amount is over $5,000 and it’s closed.
“Last Updated” Date When Merging: When you merge leads, you’ll now see the time when the lead was last updated.
**Enhanced **Geo-location: We now collect additional inferred data to help you identify your leads including inferred city, state/region, postal code, phone area code, and metro area.
Improved Send Test Email: You now have the option to send the text version of the email when sending a test email. Also, Marketo will store the last 10 test email recipient lists you used to accelerate your email testing.
Smart “Smart Campaign” Icons: The icons in the Smart Campaign tree now show you whether or not the campaign is active.
Convert Number Field to Score: Have an integer custom field that you’d like to treat as a score instead? Convert it to a score in the Field Management section of the Admin page.
Group by Custom Fields in Leads Reports: In the Analytics section, you can now group the reports by your custom fields in any of the “Leads by X” reports. You can change the grouping by clicking the Report Settings button.
Preview Emails in Flows and Smart Lists: If you’re using an email in a Smart List or flow step, right click its name then click Preview Email to view the email in a new window.
New Landing Page Test Group Design: We redesigned the interface for creating Landing Page Test Groups. They’re now simpler than ever to manage.
“Per Hour” Qualification Rules: In addition to “every X days/weeks/months,” we added “hours” to the qualification rules dialog. This gives you finer control over when your leads execute a campaign flow.
Quick Find Search Box: The Explorer Tree Filtering Control has been replaced by a Quick Find search box. This Quick Find search box allows you to search through your assets.
Background Lead Export: Now there is no limit to the amount of names you can export and your browser is no longer on hold, plus you’ll be able to visually see the status of the export and when it has completed.
Email Enhancements: To track unsubscribers and which emails they’ve unsubscribed from, use the new Unsubscribed From Email filter in the Smart List. Also, you’ll see the unsubscribe action in that user’s Activity Log.
By popular request we added new email columns in the analytics section: The email chart now shows more detail, including counts for sent, bounced, delivery percentage, and unsubscribed. The Campaign Summary tab no longer displays the email performance summary: To view this information there is now an email tab. This report is also available per campaign.
Other Enhancements: Performance gains have improved the usability of Internet Explorer 7 with Marketo. The Remove from Flow action now logs activity for each lead removed. Reports and lead detail now exclude deleted opportunities. The Push Lead to Sales chart was showing updates, failures, and inserts. Now it shows only inserts. The campaign summary now displays the number of leads in wait steps.
Merge and Find Duplicates: The Find Duplicates filter allows you to find duplicates based on any field matching. Once you find the duplicates, select one or more and then hit the “merge” button.
Improved Import: We have greatly improved this process to make it easier to do and faster. You no longer need to “promote” leads to make them available to use. Adding an import preview also helps you avoid making mistakes in the import process.
Analytics Reports: The first set of reports allows you to see counts and totals of all kinds of useful data.
Add to list and Remove from list flow actions: Lots of ways of using these static lists. Try them out.
Cleaned up Trees: Now it’s easier to create folders and organize all the different assets you have. The design studio elements now show up in Recently Viewed. More to come later this week with trees. Don’t forget to drag and drop tree objects into the folder you want.
Multi-Part Emails: Text versions. Add in a purely text version of your email for certain mobile devices and email clients that can not render HTML. You can still drag in replaceable tokens from the right.
Edit default unsubscribe text: Click admin, then email and you can edit the unsubscribe text that is printed at the bottom of emails. HTML and Text versions for multi-part emails.
Set the subscription time zone: This will get used in the app starting now. Click admin, subscription and edit the time zone for your subscription.
Filter View in Campaign Smart Lists: In the lead database, check out the campaign smart lists. Now they show the historical membership, the smart list definition and a current snapshow of the matching leads in the database (Filter View).
Results tab in Smart Campaigns: More summary information to come, but you can start to see the activity in the campaign on the results tab. Click the Results tab again to refresh the data.
Clone Smart Campaign: Clone a campaign to get a new membership, but keep the existing rules and flow.
Speed improvements on munchkin script and several categories of smart lists and searches.
Drag & Drop now works even if you grab the icon. I know, this was annoying. All fixed!
More hosted jQuery plugins for use on landing pages. All kinds of dynamic capabilities are available in landing pages with custom HTML. Ask us to help today. We will publish How-to’s soon. Some possibilies:
Lead DB “Quick Find” now searches name, job title, company, and email address. Works with pagination too.
Huge Lead Database speed improvements: Clicking on most Smart Lists and Lists now take a couple of seconds instead of minutes.
Column chooser UI Enhancements: Choose columns for any grid by clicking the trigger on the header.
Sticky Column preferences: Whenever you sort or reorder columns, Marketo will save those preferences.
Organization tools in Lead Database:
Context Menus on lists: When you have a static list, right click on a lead on the grid. You get the lead actions menu!
Operational emails: When you declare an email to be “operational” the email will ignore normal unsubscribe checks and send an email no matter what–and those emails will not include unsubscribe text. Only use this for transactional emails (a response to a direct request) and not general marketing campaigns.
Search box for email replaceable text: Easily find that field you need in the email editor.
Lots of bug fixes