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...

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6 Comments

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6 Comments

Category: Segmentation (58)

STATUS DETAILS
Planned

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 ...

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0 Comments

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0 Comments

Category: Event Planning and Management (152)

STATUS DETAILS
Under Review

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.

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0 Comments

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0 Comments

Category: Marketing Pages, Forms, and Surveys (116)

STATUS DETAILS
Planned

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.

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1 Comments

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1 Comments

Category: Marketing Pages, Forms, and Surveys (116)

STATUS DETAILS
Planned

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...

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3 Comments

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3 Comments

Category: Customer Journey Design (82)

STATUS DETAILS
Needs Votes

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.

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0 Comments

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0 Comments

Category: Segmentation (58)

STATUS DETAILS
Needs Votes

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 ...

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0 Comments

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0 Comments

Category: Marketing Pages, Forms, and Surveys (116)

STATUS DETAILS
Needs Votes

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...

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2 Comments

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2 Comments

Category: Email (217)

STATUS DETAILS
Under Review

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...

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1 Comments

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1 Comments

Category: Marketing Pages, Forms, and Surveys (116)

STATUS DETAILS
Needs Votes

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...

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1 Comments

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1 Comments

Category: Setup and Administration (182)

STATUS DETAILS
Needs Votes