What Successful Marketers Know About Salesforce Auto-Association

BY MIKE MORRIS

What you don’t know about auto-association could be completely ruining your campaign influence reports in Salesforce. 

Let that sink in. 

Now that I have your attention, let’s talk about this auto-association thing.  Continue reading What Successful Marketers Know About Salesforce Auto-Association

Scoring Categories and HML: The Peanut Butter and Chocolate Moment

BY MIKE MORRIS

Let’s start by saying that if you’re not using scoring categories in Pardot, you probably should be. If you offer more than one solution or service or have multiple topics represented on your website, scoring categories are for you. These little gems allow you to break down your total score and identify your prospects’ specific areas of interest. This is huge when it comes to tailoring your marketing messaging and directing your sales team’s efforts.

To get started with scoring categories, check out Erin Duncan’s post: Pardot Scoring Category Basics: What, How & Why.

Another super cool feature in Pardot that you may not be utilizing is Handlebars Merge Language (HML). HML, rolled out in August 2019, expands the personalization capabilities of Pardot well beyond Pardot Merge Language (PML) and introduces the ability to use conditional statements (among other capabilities). Continue reading Scoring Categories and HML: The Peanut Butter and Chocolate Moment