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
The reliability of your data in Pardot and Salesforce is largely dependent on what you put in it and it starts with how you import prospects into Pardot. Luckily, Pardot includes features to ensure your data is clean when you import it. And you can take additional steps to extend these Pardot capabilities further.
Continue reading How to Import Prospects Into Pardot While Ensuring Clean Data
Should you switch to Pardot Lightning? Probably.
The Pardot Lightning App has been available since the Winter ‘19 release, but many Pardot users still prefer the comfort of Pardot Classic.
Maybe it’s the cute marketing wand in the left-hand menu bar keeping them in Pardot Classic. Or it could be the thought that getting used to a new Pardot experience is gonna be time consuming.
Salesforce delivered the news via the Winter ‘22 Release that the Pardot Classic app is going to retire after October 17, 2022. That means it’s time for Pardot Classic users to consider a switch to Pardot Lightning.
Are you reluctant to adopt Pardot Lightning? Yeah — me, too.
But, here’s the thing: I made the switch. And switching to Pardot Lightning is actually pretty cool. Here’s why.
Continue reading Nudge from Salesforce Winter ‘22: Switch to Pardot Lightning
Get a solution for Protected Campaign Member Statuses in Pardot and step-by-step instructions for installation.
We go through all the effort of setting up beautiful Salesforce Campaigns, naming standards and maybe even a hierarchy. The next challenge in completing your beautiful work of campaign art is getting a hold on your Campaign Member Statuses for each campaign.
Continue reading Pardot Protected Campaign Member Statuses Solution
The ability to designate Pardot Accounts as campaign members is finally here!
Included in the Salesforce Spring ‘21 release is a beta feature that’s going to make many Pardot admins and users happy.
Here is what you need to know so you can get started using the new Accounts as Campaign Members feature in Pardot.
Continue reading Use Accounts as Campaign Members in Pardot