Glen Lipka discusses how UX works with product management and how ideas go through the requirements and design process through to execution at Marketo. He demonstrates presentation best practices = each slide portrays one idea.
Dynamic Content StoryboardDesign SpecificationLast Updated: October 27, 2011
Change LogDate Designer Change7-1-2011 Divya Ramachandran Started document7-5-2011 Divya Ramachandran Worked out first case – extending tokens7-8-2011 Divya Ramachandran Add rules, languages to tokens; edit tokens from within landing page/email7-12-2011 Divya Ramachandran Token editor (separate window)7-15-2011 Divya Ramachandran Previewer, Clone7-26-2011 Divya Ramachandran Started over and split my.tokens from dynamic content7-27-2011 Divya Ramachandran Add versions and languages7-28-2011 Divya Ramachandran Version rules; changed back to dynamic content set (no tracks).8-2-2011 Divya Ramachandran Creating new dynamic content from within local asset email use case8-3-2011 Divya Ramachandran Dynamic content editor in separate window launched from email8-4-2011 Divya Ramachandran Updated dynamic content editor to have two tabs – one for set and second for selected token8-8-2011 Divya Ramachandran Added landing page editor8-9-2011 Divya Ramachandran Added details on global dynamic content sets (design studio), and validation on clone/activate campaigns8-10-2011 Divya Ramachandran Eliminated 3rd window; navigate main window to dynamic content editor area when editing from email/lp8-11-2011 Divya Ramachandran Redesign of previewer8-11-2011 Divya Ramachandran Split previewer into separate document8-12-2011 Divya Ramachandran Clean up8-19-2011 Divya Ramachandran Changed everything8-22-2011 Divya Ramachandran Changed right panel to check boxes8-23-2011 Divya Ramachandran Cleaned up right panel; added previewing options8-24-2011 Divya Ramachandran Added flobule validation rules8-25-2011 Divya Ramachandran Changed to add rules only to mkteditable sections8-26-2011 Divya Ramachandran Added options to edit inside of TinyMCE; changed right side to tree8-29-2011 Divya Ramachandran Added header, text version; previewer modes
Change Log – Page 2Date Designer Change8-30-2011 Divya Ramachandran Global dynamic content, using global from email8-31-2011 Divya Ramachandran Landing page editor9-1-2011 Divya Ramachandran More on landing page editor9-2-2011 Divya Ramachandran Clean up9-6-2011 Divya Ramachandran clean up9-7-2011 Divya Ramachandran More detail and clean up on flobule, tree9-13-2011 Divya Ramachandran Changed text version to be on a per section basis9-16-2011 Divya Ramachandran Updated text version and header fields; clean up9-19-2011 Divya Ramachandran Finished details for email editor10-3-2011 Divya Ramachandran Incorporated segmentation and segments; replaced rule sets10-12-2011 Divya Ramachandran Updated segmentation design10-17-2011 Divya Ramachandran Details for approval/drafts/edits; workspace behavior10-18-2011 Divya Ramachandran Added detail10-24-2011 Divya Ramachandran Updated names/icons10-27-2011 Divya Ramachandran New segmentation UI with field/smart list types11-1-2011 Divya Ramachandran Cleaned up icons/terminology through email editor11-15-2011 Divya Ramachandran Updated segmentation edit modal; segmentation summary page11-17-2011 Divya Ramachandran Deleted segment behavior2-15-2012 Divya Ramachandran Added segment triggers/filters6-1-2012 Divya Ramachandran Enhancement to Segmentation summary page to account for approx count6-12-2012 Divya Ramachandran Clean up options for dynamic content report
Lead Database New Smart List Lead Database New List Import List New Lead New Segmentation SegmentationsNotes:
New Segmentation Name: Industry Define By: Rules Description: Core industry segments Should add row at the top Segments Add Segment Order Segment Resolve overlapping Validation: 1. Health segments. Cannot have ties. Names unique w/i segmentation. 2. Big Finance Must have ONE minimum 3. Small Finance Default Default Start with one empty choice + defaultNo warning for rename ofsegments; update label Save Cancelwherever used