I’ve seen a lot of information about implementing the new Lightning Email Builder, but I wanted to get into the nitty gritty details of how to build Lightning Email Templates and Content, the current limitations, and when the new builder should be used over the classic builder.
Before we dive in, here is a quick overview of the Lighting Email Builder and its different sections:
Continue reading Everything to Know About the Pardot Lightning Email Builder
The Pardot Winter’ 22 release includes a new way to add content to emails you create using the email content builder in Pardot Lightning. Custom components allow marketers to easily build a library of standardized components users can drag-and-drop into email content builder emails without needing to edit HTML or CSS.
With this new feature, you can create components for standard areas of emails, such as footers or headers. Or, use it for more complex items, such as displaying upcoming events or gathering prospect feedback.
You can create your own custom components, or search for components built by third parties in the Salesforce AppExchange.
Continue reading New Pardot Feature: Custom Components for Email Content
In the Salesforce Winter ’22 release, Pardot launched the new drag-and-drop Landing Page builder, which allows users to create natively responsive landing pages and control when pages are published and/or removed. This builder uses the same integration as the drag-and-drop email content builder, so if you are already using that feature there is nothing new to set up!
This post will cover a few things you can do to ensure your users are successful with this new builder. For a great demo of this new feature, check out the Pardot Release Readiness Winter ’22 Webinar (The landing page builder demo starts around the 14-minute mark).
Continue reading How to be Successful with the Pardot Drag-and-Drop Landing Page Builder
The Salesforce Winter ‘22 release made the Pardot Prospect Mailability upgrade permanent for all orgs. And it also introduced four new user abilities that allow for more control over which Pardot user roles can edit the new Prospect Mailability fields.
Continue reading Preserving Prospect Email Preferences After the New Pardot Mailability Upgrade
Pardot is delivering a whole new way to leverage your prospect data in the Salesforce Winter ‘22 release. Similar to webhooks, the new Pardot External Activities feature allows users to receive data from third-party systems and use the data in automations and Engagement Studio Programs. For instance, you could record when a prospect registers for a webinar, completes a survey, or watches a video, and then trigger automations from those actions.
Continue reading Pardot External Activity: What it is and how to use it
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.
Continue reading How To Automate Salesforce Campaign Naming Conventions
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.
Continue reading Are you Ready for the Pardot Prospect Mailability Upgrade?
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.
Continue reading Creating a Pardot Spam Identification Process with Prospect Updater
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?
Continue reading How to Audit Dynamic Content and Variable Tag Usage with the Pardot API
Implementing Pardot Business Units (PBUs) is like putting together a very intricate puzzle where you have to analyze each piece before putting it into place. There are a lot of moving pieces in a PBU implementation, so understanding how PBUs work and planning each step of the implementation is vital to success. This post will give you an overview of how PBUs work and point you in the right direction for your PBU planning. It is highly recommended that anyone considering implementing PBUs work with a Partner with experience in this area.
Continue reading Planning for your Pardot Business Unit Implementation