How To Automate Salesforce Campaign Naming Conventions

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.

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Creating a Pardot Spam Identification Process with Prospect Updater

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.

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Pardot Protected Campaign Member Statuses Solution

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.

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Recipe for success: Pardot B2BMA columns to rows

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.

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Supercharge sales ‘speed to lead’ with clean Pardot data

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’.

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How to address Pardot issues related to the Salesforce outage

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.

The Salesforce outage affected Pardot. However, Pardot remained up and running even if marketers couldn’t log in to their specific instances.

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Pardot Marketing Data Sharing

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. 

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