2022

Updated Screens in the Next-Generation Experience: We’re delivering additional, refreshed screens in the next-generation experience that offer an updated design and usability enhancements accessible via toggle switch:

• Landing Page Asset Details in Design Studio
• Landing Page Asset Details in Marketing Activities

Syncing of the Multiselect Optionset Field Type Generally Available: Sync the multiselect optionset field type from Microsoft Dynamics to leverage in Smart Lists and Smart Campaigns for more granular audience targeting. Examples include: topics/products of interest, preferred modes of communication, and more. This new sync is available for Microsoft Dynamics version 9.X (including Dynamics 365 Online).

Server to Server Authentication for Microsoft Dynamics 365 Online: For increased security, we will now support Server to Server (S2S) as an additional mode of authentication for the Marketo Engage sync user on Azure Active Directory for non-interactive access to Microsoft Dynamics 365 Online. This allows you to employ multi-factor authentication, as all authentication and sign-ons will be based on OAuth (only client ID and client secret).

Form Validation Rules: Maintain the health of your database with the ability to block problematic or undesirable email domains from submitting Marketo Engage forms. The Global Form Validation Rule panel allows administrators to define a blocklist or enable a pre-defined list of free consumer domains to block from forms.

Landing Page Header Security: Administrators can manage Strict Transport Security and X-Frame Options headers on their landing page domains to enforce strong security requirements.

New Type Column for Best Bets: Sellers will get quicker insights with a new column labeled “Type” to differentiate between leads and contacts on the Best Bets page.

Salesforce Platform API Update: In response to Salesforce retiring Salesforce Platform API versions 21.0 through 30.0, the Sales Insight package has been updated with the latest APIs.

Updated Branding: All Sales Insight pages are being updated to align with Adobe branding.

Call Outcomes and Reasons: Understand and track your sales teams’ outbound efforts in more detail with new, fully customizable call outcome and call reason options. In addition to these new fields, we are introducing new governance to enforce call reason and outcome selection while sellers are making calls, new governance to enable or disable call reasons and outcomes, and a new Call Reason and Call Outcome Salesforce Activity custom field for logging data to Salesforce. Click here to learn more.

Salesforce Activity Detail Customization: Capture more sales activity and task data in Salesforce by customizing what information is added to the Salesforce task subject field when a sales activity is logged to Salesforce from Sales Connect. Click here to learn more.

Marketo Sky Deprecation: In March, Marketo Sky will no longer be available as we focus our resources on delivering the next-generation user experience. In an effort to maintain access to functionality that is exclusive to Marketo Sky today, we are bringing Asset Expiration and Smart Campaign Priority Override into the mainstream experience in March. Click here to learn more.

Form Endpoints Deprecation: Unsupported programmatic form POSTs to the leadCapture/save2 endpoint will be rejected by Marketo Engage forms. Click here to learn more.

Login in Invite User Dialog: In March, the existing, optional feature “Login in Invite User Dialog” will be deprecated. The feature “Login in Invite User Dialog” functionality is overridden by the Universal ID feature, which is required for the upcoming Adobe Identity Management System Integration and was enabled in August 2021 on all subscriptions. As a result of the deprecation, Marketo Engage will enforce only one user to be associated per email address within a subscription.

Dynamic Chat: Maximize every opportunity on your website by targeting both leads and accounts with proactive, engaging, and 1:1 personalized conversations. Dynamic Chat allows Marketo Engage users to start leveraging chat as a key part of integrated cross-channel experiences for B2B marketing and sales use cases. Features include: the ability to book meetings directly within the chat, lead routing, starter templates, drag-and-drop conversation creation, and much more. Dynamic Chat is included in all Marketo Engage packages and will be rolled out to all Marketo Engage users this year.

Email Bot Activity Filtering Enhancement: As an enhancement to the previously released Email Bot Activity Filtering feature, you can now opt-in to logging activities that are identified as bots. You can then filter and trigger actions based on activities that are identified as being performed by bots.

Updated Screens in the Next-Generation Experience: We’re delivering additional, refreshed screens in the next-generation experience that offer an updated design and usability enhancements accessible via toggle switch:

• Form List View in Design Studio (including new bulk actions)

Import Program Workflow Update: The import program workflow is being delivered in the next-generation experience with an updated design and usability enhancements. This will be an automatic change without a toggle switch.

Admin Control for the Next-generation Experience Toggle Switch: Manage the rollout of the next-generation experience in a way that works for your users with the ability for admins to select which user types can access the toggle switch.

Self-Service Flow Steps (Beta): Expand connectivity between Marketo Engage and the rest of your stack with the ability to author customized flow steps for use in Smart Campaigns. Both Marketo users and partners can leverage this functionality to allow for the usage of external web services in batch and executable campaigns in contrast to webhooks, which can only be used in trigger campaigns.

Asset Expiration: Maintain control of your time-sensitive assets and campaigns with the ability to schedule their automatic deactivation at a specified date and time in the Classic user experience.

Smart Campaign Priority Override: Ensure that high-priority trigger Smart Campaigns execute as soon as possible with the ability to override the standard campaign priority ranking. Lower-priority trigger Smart Campaigns can also be lowered in priority to free up processing resources for other high-priority tasks.

Improved Stream Designer Usability for Dynamic Chat: Add cards directly from the Stream Designer canvas without the need to drag and drop. The Dynamic Chat interface has also been improved to offer better visibility of content in individual cards.

Advanced Appointment Routing Rules for Dynamic Chat: Dynamic Chat offers more options for targeted appointment routing. Specify which agent appointments should be routed based on Marketo Engage attributes, ensuring leads are routed to the appropriate agents.

Advanced Dialogue Reporting for Dynamic Chat: View the performance of your Dynamic Chat campaigns in greater detail using all-new data visualizations for engagement and conversion metrics.

Unsync Unused Marketo Engage Attributes for Dynamic Chat: Unsync Marketo Engage attributes from your Dynamic Chat subscription that go unused, helping you facilitate data cleanliness and allowing for alternative attributes to be synced as needed.

Global Form Field Validation Rule Exclusions: Exclude specific forms from Global Form Validation Rules so subscription centers and other business critical workflows can accept all values.

Self-service Flow Steps: Expand connectivity between Marketo Engage and the rest of your stack with the ability to author customized flow steps for use in Smart Campaigns. Both Marketo Engage users and partners can leverage this functionality to allow for the usage of external web services in Trigger, Batch, and Executable Campaigns in contrast to Webhooks, which can only be used in Trigger Campaigns.

Munchkin Protocol Agnostic Link Tracking: Extend support for tracking of tel and mailto links with Munchkin to track expanded set of web behaviors.

Additional HTTP methods for webhooks: Specify PUT, PATCH, and DELETE as request types to interact with web services.

Sales Insight Permission Set in Salesforce: Admins can provide Sales Insight access to a limited set of people on a user level rather than profile level through the Marketo App permission set, which is part of the Sales Insight Salesforce package.

My Marketo Tile Update - Sales Insight Actions: Marketo Admins (and users they designate) can now quickly navigate to their Sales Insight Actions instance via a new Sales Insight Actions tile located on the My Marketo page.

New filtering capabilities for Bulk Program Member Extract API: Filter by program membership status, updatedAt, cadence, or exhausted content to refine extracted data set.

Bulk Program Member Extract API improvement: Specify up to 10 programs during job creation to improve throughput.

Enable/Disable All Published Dialogues at Once for Dynamic Chat**: Globally enable/disable all published Dialogues at once from the Configuration page with the press of a button.

Custom Avatars for Dynamic Chat: Upload a custom chatbot avatar so it can be personalized to your brand.

Chat Transcripts for Dynamic Chat: View chat transcripts for every conversation to obtain deeper insight into what each web visitor is interested in.

Adobe Branding: Updated look and feel for editors and person detail page with new Adobe Experience Cloud branding.

Display Folder Hierarchy of Destination Folder in the Move Dialog: Viewing the folder hierarchy for each folder makes moving assets easier and reduces the likelihood of putting them in the wrong folder.

Updated Screens in the Next-Generation Experience: We’re delivering additional, refreshed screens in the next-generation experience that offer an updated design and usability enhancements accessible via toggle switch:

• Snippet Details
• “Images and Files” Details

Self-Service Flow Steps - Program Import Enhancements: Improved support for importing programs with custom flow steps where you can now use multiple instances of the same service provider and import programs which have flow steps compatible with those service providers.

Munchkin - Expanded Link Tracking: Extend support for tracking of tel and mailto links with Munchkin to track an expanded set of web behaviors.

Webhook Custom Header Visibility: Webhook custom headers are now displayed in the Admin > Webhooks tab for better visibility.

CAPTCHA: Evaluate the validity of form submissions using reCAPTCHA v3 to score incoming form traffic. Build marketing workflows to automatically exclude, quarantine, or delete suspicious bot traffic.

Permission to Approve Form: New permission to control which designers can approve changes to a form in line with other Design Studio assets. This prevents other designers from pushing changes to forms without someone else with approval permission reviewing it.

Always Perform Campaign Replay After Anonymous Merge: Anonymous lead merge happens before campaign replay so custom field filters behave reliably when anonymous campaign replay is done.

Updated Screens in the Next-Generation Experience: We’re delivering additional, refreshed screens in the next-generation experience that offer an updated design and usability enhancements accessible via toggle switch:

• Landing Page Template Details
• Email Template List

Forms 1.0: The deprecation of Forms 1.0 will be completed with the October release. Forms 1.0 assets will no longer be able to submit data to Marketo Engage and will return errors if attempted.

No-Script Forms: Forms will no longer function when Javascript is disabled in the browser. Form submission will require Javascript be enabled.