How to Add Calendar Links to Pardot Emails and Landing Pages
If you run virtual or in-person events, including an ‘add to calendar’ link in your emails and landing pages can be a great way to ensure your guests actually...
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Jenna Molby
How to Integrate Your Blog With Pardot
Your website is one of your most important demand generation assets and a blog is a great way to increase your online presence by making you more visible on...
Inspiration: Using Pardot for Event Registration
Recently, I was challenged with creating a landing page for event registration using Marketing Cloud Account Engagement (Pardot). The event had 15+ roundtable sessions in the morning (within 2-time...
Creating a Marketing Dashboard in Salesforce: Tips, Tricks and Examples
Creating a Salesforce marketing dashboard is an effective way to see how you are doing against your marketing targets. What channels are most effective for generating pipeline? How many...
6 Ways to Manage Lead Assignment in Pardot
Pardot lead assignment routing can trip up even the most experienced sales and marketing teams. There are so many different ways to assign your prospects within Marketing Cloud Account...
5 Salesforce Campaign Tricks You Should Know About
If you’re new to using Salesforce campaigns, then this blog post is the perfect starting point. Use these 5 tips to make your life easier as you dip your...
Creative Ways to Spice Up Your Pardot Forms: Part 3
The 3rd and final part of the form customization series is finally here! In part 1, I showed you how to implement the popular floating label technique and how to...
How to Set Up Lead-to-Account Matching in Salesforce Using Flow
Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow can be...
How to Capture Every UTM Touchpoint in Salesforce
This post was originally published on February 2, 2021. After this post was published, Salesforce released the ability to check if a field has been changed. Previously, the solution...
6 Ways to Use JavaScript to Enhance Your Pardot Forms
Want to do something with your Pardot form that is not available in the editor? Try using JavaScript! Enhance your forms by using these 6 advanced Pardot form techniques....
How to Prevent Lead Source From Being Overwritten in Salesforce
In this blog, I’ll walk you through how to prevent a lead source from being overwritten in Salesforce and how to activate and test it. Create a validation rule...
How to Add Toggles to Your Pardot Email Preferences Page
Looking for a way to spice up your Pardot email preferences page? Try using toggles instead of checkboxes. In this tutorial, I’ll show you how to create a preferences...
4 Changes to Make to Your Campaign Page in Salesforce
One of my favourite Lightning features is customizing the campaign page using the Lightning App Builder. The drag-and-drop App Builder allows you to add tabs, reports and instructions to...
MQL Reporting in Salesforce: Tips, Tricks and Examples
You have your lead lifecycle set up, your scoring set up, and the marketing qualified leads (MQLs) are flowing in. Now it’s time to pull reports in Salesforce to...
Introducing the Updated Pardot Form Style Generator
I’m so excited to finally launch version 2.0 of the Pardot Form Style Generator. With the new version comes a new UI and some cool new features, including customized...
3 Free Pardot Landing Page Templates for Asset Downloads
Create beautiful, responsive landing pages in Pardot by using one of these 3 free Pardot layout templates. These landing page templates are designed specifically for gated assets such as...
Beautiful Pardot Forms: Styling Checkboxes and Radio Buttons
Your Pardot forms don’t have to be boring. With a little extra CSS you can create beautiful Pardot forms with customized checkboxes and radio buttons. In this tutorial, I’ll...
How to Add Reports To Your Campaign Page Layout in Salesforce
Did you know you can add report charts to your campaign page layout in Salesforce? Adding report charts will give you insight into a particular campaign’s performance without creating...
Salesforce Reporting Tip: The Number of Accounts Touched By Campaigns
Want to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? This metric can be difficult for marketers to pull in Salesforce because reports by default...
How to Add Unsubscribe Reason to a Pardot Unsubscribe Page
In this post, I’ll show you how to create a page that asks for feedback as to why the prospect is unsubscribing. The goal is to use the standard...
Pardot Form CSS Framework & Examples
Want your Pardot form to match your brand? This can be done by using the Pardot form CSS generator or by writing some custom CSS. If you add custom CSS it...
How to Create a Campaign Calendar in Salesforce
Did you know you can create a calendar based on any custom object in Salesforce – without using an app? Yes, this applies to the campaigns object as well....
How to Use Process Builder to Stamp The Last Campaign at MQL in Salesforce
Want to know which one of your marketing campaigns is causing the lead to reach your MQL threshold? You can stamp this information on the lead by creating two...
The Ultimate Guide to Capturing UTM Parameters in Pardot
You might already be using UTM parameters to track your marketing campaigns with Google Analytics, but are you capturing that information when a prospect is created in Pardot? Capturing...
Salesforce Pardot Specialist Certification Practice Exam
Ace your Salesforce Certified Pardot Specialist exam by using this practice exam to test your Pardot knowledge. This practice test contains 50 multiple choice questions and covers most of the topics on the...
How to Add Custom Fields to Campaign Members in Salesforce
The campaign member object in Salesforce represents the association between a campaign and a lead or a contact. While some standard lead and contact fields are available for the campaign member...
How to Use Flex Fields in Pardot
What are Flex Fields? Flex fields are custom fields that can be used repeatedly to limit the number of one-time-only fields within Pardot and Salesforce. They contain data that...
How to Automatically Create Campaign Member Statuses in Salesforce
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the...
The Right Way To Embed a Pardot Form on a Website
Pardot offers 2 methods for embedding forms on your website; embedding using an iframe, and form handlers. While the embedded iFrame forms allow marketers to have control over updating and configuring the forms,...
Account Scoring in Salesforce: How to Summarize Lead Score for Accounts
Already have lead scoring set up and want to take it a step further? Lead scores can be summarized for all related Leads and Contacts to the Account with...
How to Create an Engagement Program to Automate Sales Follow Up in Pardot
Your event or webinar has finished and now it’s time for sales to follow up on those leads. A great way to automate sales follow up is to create...
How to Add an Opt-in Message & Privacy Policy Message to Pardot Forms
GDPR and CASL compliance are just a few reasons to add an explicit opt-in message or a privacy policy to your Pardot forms. In this post, I’ll show you...
How to Display the Number of Marketing Activities for Leads and Contacts in Salesforce
Want to be able to report on how many marketing touchpoints have occurred your leads and contacts? With some help from an App from the Salesforce App Exchange, you...
Salesforce Certified Pardot Consultant Exam: Flashcards, Resources & Tips
Are you already a Salesforce Certified Pardot Specialist? Do you have around 12 months or more of hands-on experience implementing and administering the Pardot Lightning App and Salesforce platform?...
How to Use Pardot Form Handlers
Pardot form handlers allow you to use your forms to post your data to Pardot. A Form handler is a great alternative to use instead of Pardot iFrame forms....
Quick Tip: How To Bulk Create Campaigns in Salesforce
Bulk creating campaigns in Salesforce is a great way to plan your marketing initiatives for the month or the quarter. You can upload your campaign targets as custom fields,...
Marketing Operations in Outreach: How To Follow Up From a Webinar or Event
As a Marketing Operations Manager, one of my responsibilities is managing Outreach.io for the sales development team and the marketing team. Our marketing team runs a ton of trade shows and...
7 Tips for Organizing Your Campaigns in Salesforce
Salesforce campaigns can help you track each of your marketing initiatives in detail. These can include online advertisements, emails, or more specialized marketing events such as demos and tradeshows....
How to Create a Better Date Picker Within Pardot Forms
Want to be able to restrict the date range of a date picker within your Pardot forms? The default date picker with Pardot does not provide this option, but...
A Beginners Guide to Date Stamping in Salesforce
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead...
Creative Ways to Spice Up Your Pardot Forms: Part 2
The 2nd part of the form customization series is finally here! In part 1, I showed you how to implement the popular floating label technique and how to create searchable,...
How to Integrate Gravity Forms With Pardot
Gravity Forms is one of the easiest tools to create advanced forms for your WordPress website and with some customization they can be integrated with Pardot. In this post,...
How to Turn Any Email Template into a Pardot Email Template
Do you know you can turn any email template into a Pardot email template? With a couple of modifications to the HTML, you can have a fully functional Pardot...
Creative Ways to Spice Up Your Pardot Forms: Part 1
Looking for some creative ways to spice up your Pardot forms? In this post, I will show you how to implement the popular floating label technique in three easy...
How to Customize your Pardot Email Preference Page
In this tutorial, I will show you how to turn the default Pardot email preference page into a preference page that matches your brand. You will learn how to...
How to Create a Net Promoter Score Survey in Pardot
Learn how to build a net promoter score (NPS) survey directly in Pardot. I will show you how to create an NPS survey that asks the recipient to give...
How to Implement MQL Tracking in Pardot and Salesforce
You might already be tracking MQLs in Salesforce or in Pardot, but are you tracking all the information you need for enhanced reporting? I’ll walk you through the 3...
2 Free Pardot Landing Page Templates You Can Use for Your Next Event
Create beautiful, responsive landing pages in Pardot by using one of these 2 free Pardot layout templates. These landing page templates are designed specifically for events such as webinars...
2 Free Pardot Landing Page Templates You Can Use for Your Next Event
Create beautiful, responsive landing pages in Pardot by using one of these 2 free Pardot layout templates. These landing page templates are designed specifically for events such as webinars...
The Best Way to Create a 2 Column Pardot Form
In this tutorial, I’ll show you the best way to create a two-column Pardot form. This is a follow up on my original post How to Create a 2 Column...
5 Pro Tips for Using the Pardot Landing Page Editor
Become a pro at editing and creating Pardot landing pages, by using these 5 tips. These tips come from questions that are frequently asked within the Trailblazer Community and tips that...
How to Customize Your Pardot Unsubscribe Page
Customized experiences are key — even if they’re for customers opting out of your messages. Learn how to customize your Pardot unsubscribe page in this post. You can also...
Salesforce Platform App Builder Certification Practice Exam
Ace your Salesforce Certified Platform App Builder exam by using this practice exam to test your knowledge. This practice exam contains 45 multiple choice questions and covers most of...
Salesforce Certified Platform App Builder Practice Exam
Ace your Salesforce Certified Platform App Builder exam by using this practice exam to test your knowledge. This practice exam contains 45 multiple choice questions and covers most of...
How To Create Your First Survey Using Salesforce Surveys
Salesforce Surveys is now available with the Spring ’18 release! This new feature allows you to create easy-to-use forms for collecting feedback and data by using a simple editor....
5 Ways to Include Pardot Forms on Your WordPress Website
There are many ways to include a Pardot form on your WordPress website. And choosing the best method depends on your specific use case. For example, you can use...
How To Bulk Create Campaign Member Statuses in Salesforce
Standard campaign statuses are essential to have consistent reports within Salesforce, but there’s no easy way to bulk create new statuses within the UI. In this tutorial, I’ll show...
How to Use Salesforce Campaigns in Pardot to Track Campaign Influence
Identifying which campaigns and channels have influenced an opportunity is a key piece of information to see which marketing campaigns are the most effective. In this tutorial, I’ll walk...
How to Use a Pardot Form to Gate Content on a Page
In this tutorial you will learn how to use a Pardot form to gate content on a page. Gated content allows you to capture a lead’s information, by asking...
How to Use jQuery Libraries Within Salesforce Lightning Components
When building Lightning Components, using the HTML script markup is not supported. However, there’s an alternative that is easy to implement. Follow these step-by-step instructions to learn how to...
How to Display Dynamic Content on a Page Using URL Parameters
In this tutorial, I will show you how to show/hide dynamic content based on URL parameters for any web page. This solution uses HTML, CSS and JavaScript instead of...
How to Create a Pop-Up Form In Pardot
In this tutorial, I will show you how to create a pop-up form that can be placed on a Pardot landing page. I will go over 2 methods, opening...
How to Turn any Landing Page into a Pardot Layout Template
In this tutorial, you will learn how to turn any landing page into a Pardot Layout Template that can be used across all your Pardot marketing campaigns. You can use an...
A Collection of Incredibly Useful Pardot Snippets
Make your life easier by using these Pardot code snippets to kickstart your next Pardot landing page, email template or form project. Catalogue Landing Pages & Landing Page Templates Landing Page...
100 Practice Questions for the Pardot Consultant Certification Exam
Ace your Pardot Certified Consultant exam by using these flashcards to test your Pardot knowledge. This set of flashcards contains 100 practice questions that cover all the topics on the Pardot Certified Consultant...
How to Add Placeholder Text Within Pardot Forms
There’s currently no feature for Pardot forms that allow you to use placeholder text instead of the label text. So, in this tutorial, I will show you how to...
How to Force Outlook to Display The Fallback Font Instead of Times New Roman
The issue Some versions of Outlook are defaulting the font to Times New Roman, even if the font family fallback is defined in the code. This only happens when...
How to Use Cookies to Capture URL Parameters
A couple months ago I wrote a tutorial on how to use UTM parameters to capture lead source. The tutorial is an in-depth overview of how to capture URL parameters...
