Guy_Goldstein6

Level 5

Joined the community 23-02-2014

Level 5

Israel

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Default checkbox for MSI gmail plugin

by Guy_Goldstein6 08-12-2019

How many times have you heard the complaint "I sent an email with Marketo for Gmail and it didn't track!" from Sales reps?Well... since the new release of the updated MSI plugin for Gmail, I've heard it every day!Why? Because the "send with Marketo" checkbox clears itself with each new email.Interes...

Ideas

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Email coding Wizard (HTML & velocity) - Freelance

by Guy_Goldstein6 02-19-2017

Hey All,We're looking for an email HTML wizard that can help us turn very specific requests into velocity scripts to make some awesome emails.If you're interested in a quick hassle-free win, email me at guy@g8technological.comGuy

default

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For anyone that isn't using Online Support yet

by Guy_Goldstein6 01-28-2017

When Marketo introduced online support as an initial triage I was a little bit reluctant to try it out. It's not the first time I've moved into a "low-touch" support funnel and I was skeptical that it was a cost saving measure.I could not have been more wrongI'd like to share my experience with the ...

Discussions

1928 9 1
Re: Complete program disappeared

by Guy_Goldstein6 01-28-2017

Hey Gregoire,I actually thought of that - but I figured Cathal would have a solution!That said, this is an issue that I've seen happen in multiple instances over the past few years.I actually got help from an amazing trio of Marketo support guys (starting from Sam on the chat and up to Albert (engin...

Discussions

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Re: Automated Opportunity Nurturing Question

by Guy_Goldstein6 09-24-2016

Hey Alec,I'll skip the long intro about nurturing theory and get straight to the point for once Using 2 triggers is always an OR condition, so where you are saying "Added to Opportunity" - That's a trigger, regardless of the stage it's at.Where you are including the field change for the opportunity ...

Discussions

1996 0 1
Re: Lead Assignment through Marketo - Best Practices and Process

by Guy_Goldstein6 09-22-2016

Hi Ajay,Like Pierce, we generally recommend to our clients that they handle lead assignment in Salesforce and not through Marketo. There are a number of reasons, but the simplest is that you have to work very hard to twist Marketo into making complex decisions at a single point. It's certainly achie...

Discussions

9819 1 0
Re: Opinions about Using Knak to create Marketo templates?

by Guy_Goldstein6 09-22-2016

Joy, thank you for taking the time to thank every person who answered personally - It's a rare thing to be that attentive in this digital age... It is a very good sign for whoever has got you looking after their Marketo Guy

Discussions

5453 1 1
Re: Opinions about Using Knak to create Marketo templates?

by Guy_Goldstein6 09-22-2016

Hi Joy,The answer is Yes! It is absolutely transformative, even for companies with solid IT teams.As a Marketo consultant, one of the tasks I've always loathed was when clients wanted to redesign their email templates. I've been fluent in HTML since around 1995, but creating templates that are respo...

Discussions

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Re: I have a field in Marketo that is a yes/no value. How do I put the...

by Guy_Goldstein6 08-25-2016

Hi Jennifer,Let me preface by apologizing in advance for the "it depends" answer - but... It depends Depending on what you want to do, you'll be able to differentiate in a flow, or you'll require 2 separate campaigns.Many of the actions you can take in Marketo allow you to "add choice", so if what y...

Discussions

1984 2 1
Re: Producing 'How-to' videos for Marketo Users?

by Guy_Goldstein6 08-25-2016

Hey David,This is a great idea, particularly when you work with large teams. I've done it before and I tended to use Camtasia Studio for recording screens and audio as well as editing. It's not the best software out there for video editing, but given that all I needed to do was record slides, market...

Discussions

2204 3 2