Announcing ParDreamin’ 2020

A virtual community event focused on all things Pardot

I love the Dreamin’ Events. I’ve met fantastic people, learned a lot, and even have had the honor of presenting at a few. And, like most of you, I am currently distraught at all of the connections and lessons that I’m missing this year. Also like a lot of you, I have been somewhat disappointed at the lack of Pardot content in many of the standard Dreamin’ events.

A few of us at Sercante were wallowing in our self-pity one day when we stopped and thought, “Well, if we can’t meet up face-to-face with people to talk about Pardot, let’s do what the local user groups are doing, but on a bigger scale. Let’s have a worldwide, virtual, Pardot-focused Dreamin’ event!”

And that’s exactly what we’re going to do.

I’m excited to announce the first ever Par-Dreamin’ Virtually-Live Event!

Continue reading Announcing ParDreamin’ 2020

Campaign Influence Starter Pack: The Easy Button to Prove Results from Pardot

BY MIKE MORRIS

A common theme that I’m hearing from clients is the need to show demonstrated ROI related to their marketing initiatives. Sound like anybody you know?

I recently posted about the importance of auto-association and the role that it plays in properly attributing opportunities to the campaigns (What Successful Marketers Know About Salesforce Auto-Association). While this is a critical element in the accuracy of your reports, it does not magically solve all your reporting needs.

That’s where the Wizards at Secante Labs come in.

Continue reading Campaign Influence Starter Pack: The Easy Button to Prove Results from Pardot

First-Party Cookies in Pardot: FAQs About the New Beta

BY MIKE CREUZER & ADAM ERSTELLE

As part of the Summer ’20 release, Pardot announced support for first-party cookies in an open beta.

Some Pardot users’ reaction to this:

YAY!

The rest of Pardot users’ reaction to this:

Wait, what is this and do I care?

If you’re among the latter group… read on to learn what this is, why it matters, and how to enable it if you’re interested in joining the beta.

Continue reading First-Party Cookies in Pardot: FAQs About the New Beta

A Pardot Admin FAQ: “Why do my emails break when forwarded?”

BY GARY BROWN

I once forwarded an anonymous email to five friends. It proclaimed:

“We’ve been discovered, flee immediately!”

I have not seen two of them since. I learned my lesson about forwarding emails that day, but for the wrong reasons.

Whether pretending your friends’ nefarious activities are about to be uncovered… or just trying to share a beautiful sales email… forwarding is problematic.  

Continue reading A Pardot Admin FAQ: “Why do my emails break when forwarded?”

What the New Terminus + Pardot Integration Means for Your ABM Strategy

BY JOANNA ROTTER

Whether you’re new to account based marketing or your strategy centers on ABM, you’re going to want to check out the Terminus + Pardot integration that was announced yesterday.

Terminus’ recent blog post outlines some of the new tools, which promise to help marketers drive an account-centric strategy with the benefit of shared data, improved analytics, advanced reporting, and lead-to-account mapping capabilities. 

Continue reading What the New Terminus + Pardot Integration Means for Your ABM Strategy

Why Salesforce is Discontinuing Pardot-Only Users & Moving to SSO

Pardot users were greeted this morning with a new announcement banner on their home screen when logged into Pardot:

This banner linked them to a help & training article outlining the details of Pardot-Only Login Retirement. The knee jerk reaction for some was fear — does this mean license costs are going up? What do I need to update right now?

Let’s break this down and talk about what these changes really mean. Continue reading Why Salesforce is Discontinuing Pardot-Only Users & Moving to SSO

How to Test in Pardot Sandboxes, Training Orgs… and Even Production

BY MIKE FAZIO

One of our recent posts outlined the need-to-knows about Pardot Sandboxes. In this one, we’re going to go a bit deeper on how to put this to work in your organization.

But first, a very important call out — Sandboxes are a core part of building cool things in Sales Cloud, but the current Pardot equivalent is slightly different. The biggest difference is a Pardot Sandbox doesn’t provide for passing data or metadata between production and the sandbox or vice versa (at least not yet). Continue reading How to Test in Pardot Sandboxes, Training Orgs… and Even Production

4 Ways to Encourage & Automate Adding Contact Roles in Salesforce (New Post on The Drip!)

Campaign Influence reporting is a gamechanger, and arguably one of the most underutilized parts of Salesforce.

When leveraged effectively, it helps marketing prove the ROI of their efforts and show exactly which campaigns are influencing pipeline.

But often when marketers and Admins go through the process of enabling this, they find that they don’t have the data they need to fuel these reports. And usually the culprint is missing Contact Roles. Continue reading 4 Ways to Encourage & Automate Adding Contact Roles in Salesforce (New Post on The Drip!)

Impacted by COVID-19? Apply for the Pardot Bootcamp Scholarship

A few weeks ago, my team posted an offer for a Pardot Admin Bootcamp Scholarship.

The idea was that we’d offer 1-3 spots in our paid training course for marketers who have lost their jobs or are struggling to find work as a result of COVID-19 and are looking to expand their skillset.

We were floored by the response, and it’s clear to us that 1-3 spots isn’t enough.

So we’re changing things up to try to do what we can in supporting the Salesforce and Pardot ecosystem during this crazy time. Continue reading Impacted by COVID-19? Apply for the Pardot Bootcamp Scholarship