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
Spam and junk data is the bane of my Pardot Admin existence. Nothing irks me more than seeing sales was notified of a form fill from [email protected], or that [email protected] was added to an engagement program. However, spam is an inevitable part of any marketing automation platform and there is only so much we can do to prevent it from entering, or remaining within, the system.
Continue reading Creating a Pardot Spam Identification Process with Prospect Updater
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
Change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM
Has this ever happened to you? You wish you could change your Pardot B2BMA data from columns to rows.
You have all the Pardot B2B Marketing Analytics data you want in a single column, but you need to create B2BMA reports that show the data as rows.
Continue reading Recipe for success: Pardot B2BMA columns to rows
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
When speed to lead is important, clean Pardot data is key.
In sales, a lot can be said about timing. Catching a prospect on a good day, at the right time and with the right question or topic can fast-track a deal you’ve been chasing for months. And as marketers, we are in the unique position to ensure that we start the lead process off with the best timing by focusing on ways to increase, what sales calls, our ‘speed to lead’.
Continue reading Supercharge sales ‘speed to lead’ with clean Pardot data
On May 11, 2021, Salesforce and Pardot users experienced a Salesforce outage related to a domain name service (DNS) issue. Salesforce was down for about four hours because of an “emergency break fix” that wasn’t successful.
Continue reading How to address Pardot issues related to the Salesforce outage
The Salesforce outage affected Pardot. However, Pardot remained up and running even if marketers couldn’t log in to their specific instances.
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 eligible to sync from Salesforce to Pardot. Let’s break this down and discuss its requirements, use cases, and setup.
Continue reading Pardot Marketing Data Sharing