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.)
Continue reading Marketing Hocus Pocus: 6 Pardot Horror Stories to Avoid
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).
Continue reading Implementing Pardot External Activities Natively in Salesforce
The Salesforce Winter ‘22 release made the Pardot Prospect Mailability upgrade permanent for all orgs. And it also introduced four new user abilities that allow for more control over which Pardot user roles can edit the new Prospect Mailability fields.
Continue reading Preserving Prospect Email Preferences After the New Pardot Mailability Upgrade
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, and then trigger automations from those actions.
Continue reading Pardot External Activity: What it is and how to use it
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 the changes?
Apple announced some big, new privacy changes in June, and that’s what sparked the changes in email marketing reporting metrics. These changes are included with the Apple software update to iOS 15, iPadOS 15, macOS Monterey, and iCloud.com.
Continue reading Everything Pardot Admins Should Know About Apple Privacy Updates
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 easily. Using the Zoom-native Pardot App simplifies sharing data between these two systems by allowing you to capture Zoom webinar registrants, attendees, and absentees within Pardot lists.
In this post we’ll cover the pros and cons of this integration as well as walk you through the setup process for a webinar.
Continue reading Using the Pardot Integration from Zoom App Marketplace
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
Pardot announced some big prospect mailability changes in their Summer ‘21 release, and those changes are becoming permanent for everyone with the Winter ‘22 release.
So, let’s break down exactly what’s changing, what your Pardot users need to know, and how to protect your prospects’ email preferences after this change.
Continue reading Are you Ready for the Pardot Prospect Mailability Upgrade?
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
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