Get Your Flow on With New Marketo Engage Capabilities

How can marketers use Marketo Engage to align stakeholders on marketing initiatives while also driving efficiencies?

At Adobe Summit 2023, Adobe announced a new visual journey interface facelift, a potential game-changing capability in the way we all use and see Marketo Engage.

From audience qualification to triggers to filters to advanced multichoice flow steps, visual journeys will offer a better picture of what marketers are trying to do with their campaigns. And the new modernized rule builder brings the view into the world of 2023. Other solutions have leveraged a similar model and now Marketo takes that experience to the next level.

In theory, the new capabilities address several key challenges marketers face today around ease of use, adoption, and alignment.

This view makes rule-building easier to understand (image source 2023 Roadmap and Innovations for Adobe Marketo Engage)

Storytelling for Better Alignment

You know the old saying–a picture tells a thousand words. The intuitive interface will enable marketers to improve internal alignment by telling better stories.

Marketo Engage is more like a marketing development language than a storytelling application. If you have tried to paint the picture of lead scoring or other Marketo Engage campaigns, you may have received some blank stares when explaining these concepts to stakeholders. The lack of visuals can lead to misalignment among Sales, Marketing, and other stakeholders.

According to a recent marketing automation stat, 98% of leaders believe Sales and Marketing leaders will need to have better alignment in the coming years.

State of Marketing Automation Report

The new visual journey interface will offer a single picture of the campaign to help marketers communicate the campaign workflows across key stakeholders. Rather than show a complex set of rules that can make stakeholders dizzy, the output provides a clearer visual to tell the story of what’s happening behind the scenes.

New visual flow of filters, triggers, flow steps, and more (image source 2023 Roadmap and Innovations for Adobe Marketo Engage)

Visuals Just Make Things Easier To Understand

Visual journeys in Marketo Engage will offer users the ability to SEE AND EXPLAIN their campaigns in a simple and visual way.

Anyone who uses Marketo Engage knows that it is extremely powerful but the solution has a pretty steep learning curve. Over the years, Adobe has beefed up the application but the user experience has not kept up with those innovations. With companies looking to do more with less, these complexities have often slowed onboarding which has hindered enterprises’ ability to scale.

One of the goals of the new interface is to improve ease of use with a visual drag-and-drop editor. Because things are visual, errors will be easier to manage. As companies scale, new users will be able to get up and running faster to improve onboarding.

Visualizing errors allows teams to prioritize and address issues faster (image source 2023 Roadmap and Innovations for Adobe Marketo Engage)

Advanced Capabilities for Scale

With the visual journey feature, Marketo pros will get the ability to connect campaigns in a drag-and-drop diagram interface. This will change the way Marketo pros work by bringing multiple campaigns together.

For example, when Marketo Engage pros create complex lead-scoring campaigns, the new journey builder can reference that premade campaign rather than requiring the user to recreate it. The current Marketo does offer similar functionality but the visual editor is what pulls all these concepts together.

The way Adobe is creating this capability, Marketo Engage admins will be able to use either the current flow step method or the new visual journey method. The new visual editor method is designed to be a complement to what users are doing today. And there is supposed to be a mode that automatically converts flow steps to this new user interface–can’t wait to see how that works.

Here, the campaign leverages behavioral activity to adjust the lead score (image source 2023 Roadmap and Innovations for Adobe Marketo Engage)

Will We Really Get Our Flow On?

Remember the big Marketo Engage calendar feature from a few years ago that was going to streamline campaign management? It just didn’t take as the change effort wasn’t worth the benefit for most organizations.

Let’s talk about the flipside. There was also once a time in Marketo Engage when the concept of Programs didn’t exist. There were all these assets spread all over the place with little organization. Converting to the Program system was a BIG change to the Marketo Engage process but the effort was worth it.

Summary

After a long time with the current user experience, seeing Adobe push through this new feature demonstrates its commitment to the Marketo Engage platform. Is this new feature worth the time investment? Time will tell but I like the direction and investment by Adobe in this usability area.

End result is increased operational efficiency to help companies scale while helping marketers build better internal alignment with stakeholders.

Your marketing technology experts.

At Digital Pi, we use technology to connect revenue to marketing efforts. We fuse marketing strategies, processes, data and applications to make marketing technology solutions work for clients' businesses.

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