Have you updated your scoring & grading recently? This is one of the most impactful and often underutilized areas of Pardot.
In a recent blog post, I broke down Pardot Grading 101: How to Rate The Quality of Your Prospects. This article will do a deep dive on another critical area: Scoring Categories. Continue reading Pardot Scoring Category Basics: What, How & Why
If you’re a Pardot Admin, you might’ve received an email recently that either made total sense or perhaps went quickly into the “deal with it later” email pile. It’s about — jargon alert — “SameSite cookie attributes,” and we’ll tell you exactly what you need to do.
Continue reading COOOOO-KIEEEES: Preparing for Google Chrome 80 and Pardot HTTPS Updates
As one of the chief “Pardot API Geeks” here at Sercante (no, it’s not a real title, but I think it really should be) I’m really excited about two big changes to the Pardot API – one of which was confirmed on this week’s Pardot Product Roadmap webinar.
Wait, you don’t know what you can do with the Pardot API? Then you must’ve missed this post. I’ll forgive you if you open it a new tab and read it later. Continue reading Behind the Pardot Curtain: New API Methods Are Here!
New year, new… email marketing game?
This article covers a few quick tips and tools to level up your email marketing game with Pardot. Continue reading 5 Tips to Make Over Your Pardot Email Templates
I’ll admit it. As a marketing professional, I was a bit nervous the first time that I heard the term “Marketing Automation”. My first thought was that somebody was trying to automate my role and that I would soon be looking for a job.
This fear was not unique to me – many in my department had the same thoughts. However, these fears were completely unfounded and marketing automation, specifically Pardot, actually saved my bacon – twice. Continue reading How Knowing Pardot Saved My Bacon… Twice
When people ask me why I want to work in the Salesforce and Pardot ecosystem, my answer is always the same — automation! Workflows! Personalisation! (And usually with that many exclamation marks.)
If you already thought Engagement Studio was the best thing to happen to Pardot, it’s recently got dialed up to 11. Continue reading Creating Complex Rule Logic in Pardot Engagement Studio
Pardot Grading is a great way to identify prospects who meet your ideal buyer persona, but I find a lot of Pardot users neglect to set up their Grading profiles and automations because they don’t know where to begin.
This article provides a step-by-step guide on setting up your initial grading, as well as some best practices and considerations for customizing grading to your unique needs. Continue reading Pardot Grading 101: How to Rate The Quality of Your Prospects
A question I come across a lot in the Pardot and Salesforce Success Community is how to change Salesforce picklist values on a field synced with Pardot.
A recent example:
Do this wrong and you’ll see the sync errors start flooding in. Continue reading How to Update Salesforce Picklists & Keep In Sync with Pardot
A Salesforce AE recently asked me if we had a best practices guide for migrating to Pardot from Eloqua, Hubspot, or Marketo. My team at Sercante does these frequently — but while we’ve talked about implementing Pardot for the first time here (see also: Real Talk: 5 Surprises When Implementing Pardot and Why Pardot Implementations “Fail”), I’ve never written on considerations specifically for switching platforms.
So beyond what any marketer needs to look at when rolling out a new marketing automation system, what is nuanced about migrations? Let’s discuss some of the things you should be thinking about. Continue reading 13 Best Practices to Consider When Migrating to Pardot from Another MAP
I tend to nerd out when it comes to advanced form styling in Pardot. I get personal satisfaction from taking a form beyond its default “out-of-the-box” capabilities to meet a specific requirement or use case.
Recently a client brought a unique challenge to me that required advanced form styling.
The client in question had a form on their website to collect additional data on Prospects. They had introduced a new field to the form and promptly saw an influx in Connector errors.
The reason?
The field that Pardot synced the data to in Salesforce had a character limit. Prospects that submitted the form had entered too many characters, which resulted in Connector errors. Continue reading How to Add Character Limits to Fields in Pardot Forms
