Data Management Archives - The Spot For Pardot

The Ultimate Pardot Admin Guide to Web Tracking Cookies

Undoubtedly, you’ve heard the conversations in the Pardot community about web browsers no longer supporting third-party web tracking cookies. If you haven’t, are you hiding in a cookie jar? If you have, you may be wondering how this abandonment of third-party cookies affects your use of Pardot.

We’ll start with the basics before diving into enabling first-party web tracking cookies in your Pardot instance. You’ll also find solutions to overcome challenges related to having multiple websites that do not share the same domain name.

ParDreamies Best In Show Pardot Award Winner: Destined

The first-ever ParDreamies awards, which were presented during the ParDreamin’ 2021 VIP After Party, celebrate solutions marketing and IT professionals built to reach their goals using Pardot. These solutions are especially impressive because they each rose to solve a specific challenge while utilizing technology to automate their way to greatness. Winners of the ParDreamin’ awards get bragging rights for their team and company, a sweet swag pack, and a fancy trophy to remind them how awesome they are every day.

ParDreamies Social Impact Pardot Award Winner: Lexipol

ParDreamies Grassroots Innovation Pardot Award Winner: BrandEd Holdings

ParDreamies Extending Pardot Award Winner: LexisNexis Canada

Pardot and Salesforce Marketing Reporting: A 101 Guide

When it comes to reporting on your marketing assets, the feeling of not knowing what tool to use can be quite overwhelming. I’ve been there! You’ve been asked to show the performance of a marketing asset, asked to explain the impact of a marketing campaign on the sales pipeline or simply, “how can we report on x?” and you don’t know where to start.

Whether you’ve been using Pardot for a while or you’ve just started, having an understanding of what the most common reporting tools can do can go a long way in knocking the socks off stakeholders when you’re next asked about reporting! This post provides a non-technical overview of the most common Pardot reporting tools.

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. Once you make that decision, it’s a great next step to standardize what you can in preparation for the implementation. Standardization across your business units will make your life as a Pardot admin easier, both in implementation and in future maintenance across your business units.

Already using business units? Use these recommendations to audit your current setup and work towards improving your standardization and org documentation.

Marketing Hocus Pocus: 6 Pardot Horror Stories to Avoid

The life of a marketing and sales consultant is never boring at Sercante, working with companies of all shapes and sizes on tasks both large and small.

The days flow along in a sensible cadence … until …

Are you a Halloween horror story fan?

Marketing has its own kind of terror — not in the chainsaw/demonic way, but on the topics of spam, user roles, missing form follow-up, sync mishaps — you get the picture.

Read on — if you dare! (But really, you should — you’ll learn a few tricks.)

Implementing Pardot External Activities Natively in Salesforce

Pardot is delivering a whole new way to leverage your prospect data in the Salesforce Winter ‘22 release. Our earlier blog post covers this new feature and how to set up the Pardot External Activity in Salesforce so any third-party service can begin sending these activities to Pardot via API. This post explains what third-party services need to do to send these activities to Salesforce using Salesforce declarative solutions (Flow/Process builder).

How to Implement Pardot External Activities with Zapier

Pardot is delivering a whole new way to leverage your prospect data in The Salesforce Winter ‘22 release. Similar to webhooks, the new Pardot External Activities feature allows users to receive data from third-party systems and use the data in automations and Engagement Studio Programs. For instance, you could record when a prospect registers for a webinar, completes a survey, or watches a video.

In an earlier blog post, we describe how to set up the External Activity in Salesforce so a third party can begin sending activities to Pardot via API. This post will detail how to actually send the activities with Zapier. Similar approaches can be done with other meta-services. If you want hands-on help, we’d love to work with you.

ParDreamin’ 2021 – Now Streaming

Category: Data Management