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
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
It’s time to prepare for the Salesforce Winter ‘22 Release and how it will affect your Pardot instance.
We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways.
So, if you’re using and managing Pardot for your company or organization, then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Winter ‘22 Release for Pardot admins and users.Continue reading Four big Salesforce Winter ‘22 Pardot highlights
Dynamic Content is the built-in way to use Pardot to personalize marketing assets like emails. You can improve your email marketing performance, including click-through rates (CTRs), by providing the right content based on known (or unknown) prospect information.
However, throughout the process, many Pardot users run into limitations of Pardot Dynamic Content. They wonder how they can actually achieve personalization within their Pardot emails and newsletters.
This post will walk you through solutions to overcome common challenges with Pardot Dynamic Content. You’ll also get strategies to expand your personalization options far beyond what it can achieve.Continue reading Beyond Dynamic Content: How to Create REAL Content Personalization in Pardot
Feel more confident as a budding admin or end user by kicking ass at Pardot quality assurance testing. (includes downloadable PDF checklist)
We’ve all been there before. Everything is set up in Pardot for an email or engagement studio program. But the fear hits before clicking the button to launch it. Is everything set up so it tracks correctly? Could there be a typo or broken link somewhere? This is where checklists and quality assurance (QA) testing are helpful.Continue reading Work Confidently in Pardot through Quality Assurance Testing
User roles within Pardot are often discussed from the perspective of capabilities rather than core competencies. A quick google search for “Pardot Admin” will tell you what an admin has access to. Still, little guidance is given around the skills, perspectives and competencies that Pardot Admins need to be wildly successful.
In our guide to being an exceptional pardot admin, we talked about perspective, how adjusting how we think, talk, and tackle Pardot can help unlock its full potential. This post will focus on competencies, notably how awesome Pardot Admins can simplify complexity and make Pardot accessible to everyone.Continue reading 3 Soft Skills That Make A Pardot Admin Awesome
If you’re like me, then you often work with marketing tools that do not integrate nicely with Pardot forms.
Maybe they claim to have a ‘direct’ integration with the tool. However, we all know it’s nothing more than a Salesforce integration.
Don’t give up! There is a way around this common frustration.
Enter Zapier webhooks, which you can use to bring data into Pardot.Continue reading Watch the Data Flow into Pardot with Zapier
This past year has been a great year for Pardot Admins everywhere. With each new release, Pardot has grown in functionality and has also become more integrated with Salesforce. This is fantastic as it allows for tighter data control, better personalization when communicating with prospects, improved user management processes. and an overall better user experience. In the wake of the new year, check out the newest Pardot features and updates on the Salesforce Spring 21 release notes to gain insights into what is coming in 2021.
As Pardot Admins, we often run into corners of the platform that require a little more creativity in order to solve a specific business need. Oftentimes, you can just “Google it” and voilà! Many in the Pardot community have the exact same question or problem you do, and although you find the answer (which is a huge relief), wouldn’t it be fantastic if there was a way for Pardot simply to add a fix for everyone?
Well my friend, grab a seat and let’s head over to the IdeaExchange!
One of the most highlighted and versatile Pardot features is the Engagement Studio program.
Plain and simple it is the most flexible feature Pardot has when it comes to building strong workflows, email sequences, and even taking your Pardot (and Salesforce) operational game to the next level. This is without a doubt my favorite platform feature. Continue reading Q&A: Everything You Need to Know about Pardot Engagement Studio