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

Pivoting Post-COVID: 6 Digital Strategies for Higher Education

BY JACQUELINE FASSETT

COVID 19 has changed many industries, but none more than those which rely on in-person interaction. Like bars, restaurants… and most importantly, classrooms. 

Moving forward, it’s going to be a new world for campuses. A new, digital world. 

Schools who will be successful in 2020-2021 are sitting down to think through how to pivot recruitment, admissions, and student success for this new world. If they’re not already on your radar, here are 6 digital strategies you and your team can start building out now.  Continue reading Pivoting Post-COVID: 6 Digital Strategies for Higher Education

How Pardot Admins Can FINALLY Bury the Hatchet with Sales

BY MIKE MORRIS

The relationship between sales and marketing departments is not always the stuff dreams are made of.

In fact, sometimes it can be a real nightmare with both sides pointing fingers at each other and a total lack of collaboration and alignment. Continue reading How Pardot Admins Can FINALLY Bury the Hatchet with Sales

How Pardot Admins Should be Thinking About Coronavirus

The economic ripple effect of everyone screaming “the sky is falling” is making that a reality for many businesses.  Many B2B companies are experiencing drops in sales and interruptions in their supply chain – and inevitably, one of the first expense areas the finance team comes for in economically challenging times is marketing.

So how should marketing ops folks navigate this? Continue reading How Pardot Admins Should be Thinking About Coronavirus

4 Tips for Avoiding Email Fatigue in Pardot

BY MIKE MORRIS

Congratulations! Your email campaigns are rocking – engagement and revenue are up. Your boss has also noticed your handiwork and, in the spirit of “no good deed goes unpunished”, has asked you to increase the number of email being sent.

Here are 4 tips that will help you honor her request, while smartly protecting against email fatigue. Continue reading 4 Tips for Avoiding Email Fatigue in Pardot

Pardot Scoring Category Basics: What, How & Why

BY ERIN DUNCAN

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