The Spot For Pardot - A digital hub for Team Sercante & Andrea Tarrell

How To Automate Salesforce Campaign Naming Conventions

Campaign naming conventions are a must have. They keep your campaigns organized, improve reporting, and provide key information about the campaign at a glance. However, campaign naming conventions can only be helpful if they are used — and used consistently.

Enforcing naming conventions is tricky because it typically relies on the users to remember the order, abbreviations, variations by type etc. Without good governance, your campaigns will end up having disparities.

Dreamforce 2021 Hacks for Busy B2B Marketers

You are likely aware Dreamforce 2021 is streaming live on Salesforce+ September 21-23 if your job has anything to do with Salesforce or Pardot. That’s because the good marketers at Salesforce know how to find you and make sure you come to whatever thing they’re promoting.

Well, it’s all with good intentions. That’s because there’s lots of information Salesforce needs to relay to customers, users, consultants and partners as the platform evolves.

Dreamforce serves as the annual culmination of that information relay. It’s the place to go to learn more about the direction Salesforce is taking with the platform so you can adjust your own technology strategy. But, like most things in 2021, you’re gonna have to watch it virtually unless you have a golden ticket to this invite-only event.

Here’s a guide to Dreamforce 2021 for B2B marketers who have other stuff to do.

How to Import Prospects Into Pardot While Ensuring Clean Data

The reliability of your data in Pardot and Salesforce is largely dependent on what you put in it and it starts with how you import prospects into Pardot. Luckily, Pardot includes features to ensure your data is clean when you import it. And you can take additional steps to extend these Pardot capabilities further.

Are you Ready for the Pardot Prospect Mailability Upgrade?

Pardot announced some big prospect mailability changes in their Summer ‘21 release, and those changes are becoming permanent for everyone with the Winter ‘22 release.

So, let’s break down exactly what’s changing, what your Pardot users need to know, and how to protect your prospects’ email preferences after this change.

Creating a Pardot Spam Identification Process with Prospect Updater

Spam and junk data is the bane of my Pardot Admin existence. Nothing irks me more than seeing sales was notified of a form fill from [email protected], or that [email protected] was added to an engagement program. However, spam is an inevitable part of any marketing automation platform and there is only so much we can do to prevent it from entering, or remaining within, the system.

Nudge from Salesforce Winter ‘22: Switch to Pardot Lightning

Should you switch to Pardot Lightning? Probably.

The Pardot Lightning App has been available since the Winter ‘19 release, but many Pardot users still prefer the comfort of Pardot Classic.

Maybe it’s the cute marketing wand in the left-hand menu bar keeping them in Pardot Classic. Or it could be the thought that getting used to a new Pardot experience is gonna be time consuming.

Salesforce delivered the news via the Winter ‘22 Release that the Pardot Classic app is going to retire after October 17, 2022. That means it’s time for Pardot Classic users to consider a switch to Pardot Lightning.

Are you reluctant to adopt Pardot Lightning? Yeah — me, too.

But, here’s the thing: I made the switch. And switching to Pardot Lightning is actually pretty cool. Here’s why.

How to Audit Dynamic Content and Variable Tag Usage with the Pardot API

By Erin Duncan & Mike Cruezer

Incorporating dynamic content and variable tags is an excellent way to personalize your emails, forms, and landing pages. But viewing where dynamic content and variable tags are in use is a proverbial black hole.

Not knowing where these items are used makes updating or deleting dynamic content and fields risky. You don’t want to leave a big blank space in an email template or send a prospect an email that says “We would like to offer you for a limited time.”

Completing an audit can reveal all the places Pardot Variable Tags and Dynamic Content are in use. So, where do you start?

Four big Salesforce Winter ‘22 Pardot highlights

It’s time to prepare for the Salesforce Winter ‘22 Release and how it will affect your Pardot instance.

We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways.

So, if you’re using and managing Pardot for your company or organization, then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Winter ‘22 Release for Pardot admins and users.

Beyond Dynamic Content: How to Create REAL Content Personalization in Pardot

Dynamic Content is the built-in way to use Pardot to personalize marketing assets like emails. You can improve your email marketing performance, including click-through rates (CTRs), by providing the right content based on known (or unknown) prospect information.

However, throughout the process, many Pardot users run into limitations of Pardot Dynamic Content. They wonder how they can actually achieve personalization within their Pardot emails and newsletters.

This post will walk you through solutions to overcome common challenges with Pardot Dynamic Content. You’ll also get strategies to expand your personalization options far beyond what it can achieve.

Work Confidently in Pardot through Quality Assurance Testing

Feel more confident as a budding admin or end user by kicking ass at Pardot quality assurance testing. (includes downloadable PDF checklist)

We’ve all been there before. Everything is set up in Pardot for an email or engagement studio program. But the fear hits before clicking the button to launch it. Is everything set up so it tracks correctly? Could there be a typo or broken link somewhere? This is where checklists and quality assurance (QA) testing are helpful.