Einstein Send Time Optimization: A How-To Guide
Balancing all the emails your teams want to send to Prospects versus how many emails the Prospects want to receive is difficult. Email your Prospects too often and they...
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Category: Analytics & Reporting
Campaign Reporting with Einstein for Marketing Cloud Account Engagement
I have a rather embarrassing story from my pre-Einstein campaign reporting days. When I started out as a Salesforce admin (i.e. I got told I was the new admin...
Capture Lead Source Data Using Cookies and Google Tag Manager
Looking for a way to capture lead source data from across pages on your website and pull that data into your CRM? Since we use Marketing Cloud Account Engagement...
How to Manage Salesforce Campaign Activation with a Simple Flow
Twice in the span of less than a week, two different clients had questions or issues related to Salesforce campaign activation. I had my fair share of questions and...
Everything Marketers on Salesforce Need for Google Analytics 4
On October 14 2021, Google announced a replacement for Universal Analytics, which they’re calling Google Analytics 4 (GA4). You might be wondering, how does this impact our businesses’ use...
Renovate Your CRM Analytics Dashboard: Create a Custom Toggle in 3 Steps
Ever wonder how you can optimize real estate in your Salesforce CRM Analytics (formerly Tableau) dashboard? A great option is using toggles. There are several types of toggles. You...
GDPR and Google Analytics Updates in 2022
We marketers have pivoted our strategies to comply with GDPR in the past, but a recent court ruling may have us scrambling to change the way we use Google...
How to Use Flags in Tableau CRM to Create Many-to-One Relationships
Ever wished you could facet, filter and do other magic on a dataset that also had aggregated data from a summary table in Tableau CRM? There is a way!...
5 Ways to Standardize Your Pardot Business Units
Are you embarking down the Pardot Business Unit (PBU) path with your org? There are a number of considerations when choosing if multiple business units are right for you....
Everything Pardot Admins Should Know About Apple Privacy Updates
In September 2021, Apple privacy changes will start having a big impact on Pardot email marketing reporting metrics. Are you ready to pivot your reporting strategy in response to...
Using the Pardot Integration from Zoom App Marketplace
Integrating Pardot with Zoom webinars allows you to not only collect prospect activity in real time, but also track attendance, handle communications, and send sales new leads quickly and...
Recipe for success: Pardot B2BMA columns to rows
Learn how to change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM.
One Form, Two Pardot Orgs – Part 2
Collecting accurate data is essential to your marketing strategy so you can continually optimize it to fit your goals. In most cases, companies capture data through form submissions and...
One Form, Two Pardot Orgs – Part 1
Capturing data is a key piece of any marketing strategy. It’s imperative that you capture the right data so you can continue improving your marketing efforts. Pardot is the...
Pardot Marketing Data Sharing: Tips, Gotchas, and Setup
Wait, what is Marketing Data Sharing?!? If you are not familiar with Marketing Data Sharing, it essentially allows you to restrict which leads, contacts, opportunities, and/or custom objects are...
How to Get a List of Pardot Business Units For Your App Programmatically
As our Pardot integrations are coping and adjusting to using the Pardot API with Salesforce SSO users, one of the new requirements is to provide the Pardot Business Unit...
Considerations for Integrating Pardot + Sitecore
Sitecore is a powerful Website Content Management System. We can use Sitecore and Pardot together to great effect. There are a few Sitecore capabilities which we will want to...
Prove the Impact of Conversational Marketing with Campaign Influence
As a marketing team, you spend tons of time and resources building marketing campaigns that drive people to your website. Your website is the perfect place for prospects to...
Close the Loop on Events: Splash and Pardot Integration
Splash – a super-powerful event marketing platform – helps organizations make in-person and virtual marketing efficient and successful. Splash lets you create branded registration forms, custom event promotions like...
Campaign Influence Starter Pack: The Easy Button to Prove Results from Pardot
A common theme that I’m hearing from clients is the need to show demonstrated ROI related to their marketing initiatives. Sound like anybody you know? I recently posted about...
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,...
How to Update Salesforce Picklists & Keep In Sync with Pardot
A question I come across a lot in the Pardot and Salesforce Success Community is how to change Salesforce picklist values on a field synced with Pardot. A recent...
The Barracuda Firewall Frenzy & How It’s Impacting Pardot Bounce Rates
This week, you may have noticed lower-than-average email deliverability from your Pardot email sends. That’s probably because of the Barracuda Email Firewall issue that occurred this week, which incorrectly...
10 FAQs on the Pardot Google Analytics Connector
The Pardot Google Analytics connector is awesomesauce. And it’s remarkably low maintenance — but there are some nuances, and it’s still one of the things I get the most...
Connected Campaigns & Campaign Influence: How to Use Them to Get to the Metrics that Matter
We have more data than ever to gauge marketing performance. The Don Draper era: “I know half of my advertising is wasted, I just don’t know which half” …just...
Fixing the State/Country Mismatch Between Salesforce & Pardot
Valentines day is the perfect day to give somebody something special. So I wanted to share a resource with the Pardot community to address a longstanding pain point: Auto-fill...
Cool Product Alert: SalesTing Automagically Gets the Sales Data Marketers Need to Attribute Revenue
I met someone at a Pardot event a few weeks ago who told me about a fascinating start-up. It’s called SalesTing (Sales + Marketing, get it?) and their mission...
What Technical Debt Are You Racking Up in Pardot?
I learned a new buzzword today: “technical debt.” I don’t know how I went so long without hearing it, because it is ALL. AROUND. ME. Technical debt is...