Email Leads / Market to Leads
Several companies want the ability to communicate to Leads who are not associated with Contacts. Today, you cannot create a segment with leads, you cannot use a Marketing List in a Journey with leads because it only allows subscription lists (which must be contacts). Business Case: Use a Simpl...
Include Access to Event Business Timeline Workflow with Event Security Roles
We have found that when the Marketing app is installed, the Event roles do not include access to the Event Business Timeline Workflow. Therefore, we always have to go add the access to the Event Administrator and Event Planner roles. It would be good if this was done upon installation and did ...
Allow All Field Types to be Hidden on Forms
Only 'single line of text' and 'two-option' field types can be hidden on Marketing forms. Please enhance the tool so that ANY field type can be hidden - specifically option sets.
More Easily Resize Images on Landing Pages & Emails
Enhance the ability to change image size within the Marketing Page and Email editors. Rather than entering size in pixels, allow the customer to drag a corner of an image to resize - with the option to keep current scale or not.
Map Fields from Parent Contanct to New Lead Created by Journey
When a new lead is created by a Customer Journey - it copies over Name, Phone, and Email from the Contact record. However, there are other fields in the Contact record that customer's want to add to the new Lead record. For example, Company Name should also be populated. Provide a way to ident...
Allow Segment based on Dynamic Marketing List
Due to the "number of hops" we cannot access a certain group of Contacts within a segment. Allow the creation of a Segment from a DYNAMIC Marketing List, not just Static.
Edit Form Input Font Styling, Specifically Textarea/Multiple Lines of Text
After speaking with Microsoft - I learned this issue is "by design" so this is an Idea to fix it. When a form field is added, specifically a 'multiple lines of text' or textarea type field, the input font is displaying as typewriter. There is not way to change this to Arial, size 10, etc. The ...
Enhance Ability of Content Blocks to Include Images, Forms, Dividers, Styling, etc. Not Just Text
Today, I can only add simple text to a re-usable content block. There are several instances for almost all customers to have advanced content blocks that include images, forms, dividers, links, different layouts (columns/rows). The content block is very useful IF it can include the proper conte...
Progressive Profiling - Marketing Forms
When information is known or submitted by a Contact/Lead, ask for other information. For example, we ask "Do you find this page helpful?" - if the Contact/Lead has already answered this question, ask another like "Do you have any feedback?" Based on the Forum discussion here - it says this is i...
Broaden the Assigned To of an Activity Tile in Customer Journey
Within a customer journey, you can create a task, phone call or appointment. The problem is that you can only assign it to the customer journey owner, contact owner, or creator of the contact. I have worked with several companies and this does not work for any of them. They all want the abilit...