Marketo’s March releases: A manager’s guide

Dynamic Chat is at the forefront of Marketo’s March 2023 releases. From minor updates like the introduction of roles and permissions to more major updates like adding inferred attributes, Adobe continues refining Dynamic Chat (see past updates here).

There were quite a few enhancements to the landing page UX — with the biggest callout being the removal of the toggle switch (in other words, the Classic Experience will no longer be available). 

Leverage inferred attributes in operational programs

Many businesses rely on inferred attributes to identify when GDPR or CCPA compliance is required. Inferred attributes allow you to remove fields on forms and can reduce friction, yet there are downsides. 

Inferred attributes aren’t able to accurately capture VPN data. Some legal teams may prefer keeping these fields on forms to avoid any compliance issues.

Why we care: Even if the best practice for data governance policies is to request the country of new people acquired, plenty of companies still rely on inferred data to trigger processes (lead assignment, consent management, etc.). If your company uses that data for any operational program, inbound leads from Dynamic Chat would be included in the operational programs.

Roles and permissions enhance security and control

Roles and permissions were added to Dynamic Chat, enabling admins to limit functionality based on selected user types. 

It sounds trivial, but controlling your team’s roles and permissions is undervalued. Many organizations experience issues resulting from team members having too much or too little access. 

Why we care: Security starts with providing the right access to the right people. Permissions can often be neglected, so this is a great step toward security and control. Allowing admins to assign roles provides a layer of security while still enabling your team to view past chats and data records.

Unlock the ROI of Dynamic Chat through enhanced reporting

Like Email or Engagement Programs, users can select a “Dynamic Chat” program that allows them to track the success and performance of their Dynamic Chat dialogue.

Reporting on the success of Dynamic Chat, in addition to that of other marketing programs, gives users a more comprehensive view of their marketing activities. In addition, users will be able to better gauge the ROI of Dynamic Chat to their business.

Nine additional languages are now supported 

Dynamic Chat users can choose from nine additional languages to display static chat content: French, German, Japanese, Spanish, Italian, Brazilian Portuguese, Korean, Simplified Chinese and Traditional Chinese. 

Marketo sunsetting Classic Experience on landing pages 

Classic Experience on landing pages is being sunset. The new experience offers increased functionality without toggling between the two views, offering a more seamless and integrated experience. 

Why we care: The new UX provides enhanced details for individual assets, particularly the versioning of the asset. This provides a clear ability to view the current live and approved assets while working on an update in a draft version. Users will also have the ability to see in one view key information and settings about each version of the asset (approved vs. draft). 

In addition, the “Used By” tab was enhanced this month. It now lists all assets using a particular landing page template or form template. 

Asset lists in Marketo instances that use landing page templates and global forms for all assets can be long and tedious. The ability to sort assets quickly can speed up an audit or troubleshooting process.

View the complete set of March 2023 Marketo Release Notes here.

This article is presented through a partnership between MarTech and Perkuto + MERGE, a marketing operations consultancy.

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The post Marketo’s March releases: A manager’s guide appeared first on MarTech.


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