Jeto Ideas
Let us know what you want to see next in Jeto!
Let us know what you want to see next in Jeto!
Let us know what you want to see next in Jeto!
With increasing volume of campaigns over time, it would be nice to have the ability to archive them, so they don't display in main campaign panel by default (but can still be reached in some way if necessary).
User Stories:
As a: Administrator
Given : Increasing volume of campaigns over time.
When : A campaign is over or outdated.
Then :
I would like to be able to archive each campaign individually.
I would like to be able to archive campaign in bulk based on applied filters in my campaign dashboard using (Campaign Type, Owner, Status, Create Date, Tags, Shared with…)
I would like to be able to automatically archive it based on a rule that I would add to the “Automated Campaign Launch workflow editor, in relationship with: Submit date or any Date field in campaign data. Ex: Automatically Archive Campaigns on “Event Date (campaign field) ” + 30 days”.
As a: Collaborator
Given : increasing volume of campaigns over time
When: I it would be nice to have the ability to archive them.
Then: Archived Campaigns would not display in main campaign panel by default, but can still be reached by editing default filter and adding “Archived” to the Campaign Status filter options.
David Desrosiers
This is awesome news Fahad! We look forward to seeing this functionality in the near future. Please let us know if we can be any more assistance with demoing our use cases and such.
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Hey Danielle! Thank you for your detailed feedback. We have noted down your use-cases as we look to hopefully introduce these changes in stages as part of our upcoming releases!
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Noting a few additional cases for archiving:
Any time new fields or picklists are updated in launchers this can cause a variety of issues, as noted below.
Cloning old campaigns that are not up to date: this then causes errors when pushed to our internal systems Marketo/ SFDC since they do not match, plus the cloned program misses any new fields that were added to that launchers since the program they are cloning from was created. This requires two update chains 1. to fix the error 2. for us to reach out to the stakeholder and request the missed info. 3. in some cases even recreating the campaign completely.
Updating old/existing campaigns: when a picklist is updated or new field introduced across our launchers, it requires us to mass update all the existing campaigns in our system. This can be a daunting task with hundreds of campaigns. Whereas if we could easily narrow down to only update current/non archived campaigns this would save us a lot of time going through or updating campaigns that do not need to be.
Picklists/New fields added to campaigns that should not be: when we create new fields or update picklists many times it is only for moving forward on new campaigns that existing campaigns in motion or past campaigns. However without the ability to archive, we will have campaigns get updated with picklists that should not be and then that sometimes when mass or other updates are made they get resubmitted and passed to our SFDC and Marketo instance with new values that we would not want to be updated.
Additionally not being able to archive affects when users are removed from the system. When ownership is updated it causes the campaign to be resubmitted and run thru our integrations. If a picklist has been updated or new field is required in our CRM that is not the present it will cause the campaign to have an error. If we could archive campaigns old campaigns would not be resubmitted. It is also worth noting that we integrate with SFDC via Workato so this is likely isolated to only those in similar cases.
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We are a year into full production rollout to our entire marketing org and noticed it is becoming more challenging to manage launcher updates and picklist updates and other system wide updates when old campaigns not needed to be updated or effected get updated. If we could have the ability to archive old campaigns it would alleviate a lot of manual updates required and residual effects/ potential errors in our system and connected integration ecosystem. It would be a major win and value add if this was added to the 2024 roadmap. :)
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This idea was parked for a while as we reworked the dashboard loading strategy. With the addition of lazy loading, only the few most recent campaigns will load immediately, which helped significantly increase speed and declutter the campaign's page.
Please let us know if you still feel like this feature is needed !
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As a new Admin, I think this will help greatly to manage workflow, thanks!
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Quick update on adding the ability to archive campaigns.
Unfortunately where not able to complete this in time for the November release but It's still on our radar in the next 0-3 months. Stay tuned...
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I wholeheartedly agree with the above. As we roll out more and more campaigns, I can envision our dashboard getting very cluttered and difficult to navigate.
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I'd like to confirm functional requirements for this feature.
Please see the newly added User Stories in description. As usual your input is essential to help us make sure these improvements will meet your needs, so please check it out and let me know if this aligns with what you are looking for! Also I'd love to know what would be "Essential" vs "Nice to have" for you in these statements - this will help us prioritize/balance our efforts.
Thanks!
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