Category
Autonomous AI is transforming the way organizations operate, and Salesforce’s Agentforce is at the forefront of this revolution. The product was made generally available by Salesforce in October 2024....
Event marketing is a fantastic way to connect with your audience, build brand awareness, and generate leads. However, managing event marketing activities can take time and effort. That’s where...
In February 2024, Salesforce released Marketing Cloud Growth Edition, its first marketing automation platform built fully on the Einstein 1 Platform (a.k.a. “On Core”). Marketing Cloud Growth Edition has...
Personalized marketing can make a significant impact on customer engagement and business growth. According to a recent study, personalized marketing can boost ROI by up to 20%. One of...
If you’re like many, setting up an SMS program is not part of your everyday tasks. And if I were a betting woman (I’m not), I’d bet you’ve likely...
Welcome to the marketing side of Salesforce! As a Salesforce admin, you may occasionally need to assist your marketing team in developing processes or generating reports from data in...
You may have heard Salesforce’s announcement of Marketing Cloud Growth Edition, their new marketing automation platform built on the Einstein 1 platform (also known as “Core”), intended for SMB...
Marketing Cloud Growth Edition builders enable marketers to build beautiful landing pages and forms with ease. The builders have a robust set of styling and functionality options that allow...
Before we dive into the details of finding success with your Salesforce Data Cloud implementation, let’s set the stage. Whether you’re a seasoned Salesforce admin or just stepping into...
Since the announcement of Marketing Cloud Growth Edition on February 20th, we’ve been digging into the features of this new product as well as listening closely to the community’s...
In February 2024, Salesforce announced a new marketing automation platform called Marketing Cloud Growth Edition. It’s built natively on the Einstein 1 platform and allows you to build multi-channel...
ICYMI: Salesforce dropped a hot product announcement yesterday. And she’s called Marketing Cloud Growth Edition. There was a flurry of blogs and social postings following the official drop of...
Earlier today, Salesforce announced the release of Marketing Cloud Growth Edition. This innovative new product is another option for marketing automation built natively on the Salesforce platform and comes...
Salesforce Starter was unveiled in August 2023 as an easy way for small-medium businesses (SMBs) to get started with Salesforce CRM. Historically, SMBs have found CRM systems to be...
Are you a small business owner who is interested in using Salesforce for your business all the way up until you saw the pricing? If so, Salesforce Starter was...
Marketing Cloud Account Engagement Progressive Profiling is an out-of-the-box functionality and a powerful solution for B2B marketers who want to get detailed prospect data without overwhelming them with a...
Adobe’s Marketo and Marketing Cloud Account Engagement (f.k.a. Pardot) are two of the most common marketing automation platforms I’ve worked with in my career as a marketer. When migrating...
Marketers often overlook code literacy, outsourcing anything code related to website or email developers. But understanding some coding basics, such as HTML, benefits the everyday marketer more than they...
Migrating from one marketing automation platform (MAP) to another can be nerve wracking. You are bound to be overwhelmed and not know where to start. But I once had...
Salesforce Marketing Cloud Personalization (Interaction Studio) is a fantastic platform to add to your marketing toolset. But starting a Marketing Cloud implementation can be daunting, especially when it is...
Looking for a way to view your Marketing Cloud Account Engagement (Pardot) data within Salesforce? Not fully satisfied with data you’re able to view in the Account Engagement Reports?...
Like the title says — if you’re a Salesforce user, then you should be deleting your marketing contacts on a regular basis. Okay, hear me out. Of course I...
In the Myth of Sisyphus, an essay by French philosopher Albert Camus, Sisyphus is sentenced to a punishment where for eternity, he must roll a boulder up a mountain....
A form on a landing page or your website is often the final step in a nurturing process and represents the crucial point of conversion. According to Manifest, 81%...
I’m sure by now you’ve heard of Interaction Studio — or Salesforce Marketing Cloud Personalization (SFMCP) as it is now called. But if you’re similar to me, none of...
With Marketing Cloud Account Engagement (Pardot), you have the power to drive conversions through Landing Pages. This is a crucial tool in your marketing toolbox to help drive sales...
The Pardot WYSIWYG (What You See Is What You Get) Editor Icon Glossary saved me SO much time and energy when I was first learning how to build email...
The Marketing Cloud Account Engagement (Pardot) and Salesforce integration can be used to pass data back and forth between Pardot and Salesforce. In this article, learn everything about the...
Are you spending hours upon hours curating engaging, click-worthy content, only to notice that you have low engagement, high unsubscribes and spam complaints? A list of opted-in prospects is...
Your website is one of your most important demand generation assets and a blog is a great way to increase your online presence by making you more visible on...
Recently, I was challenged with creating a landing page for event registration using Marketing Cloud Account Engagement (Pardot). The event had 15+ roundtable sessions in the morning (within 2-time...
Congratulations and welcome to Salesforce Marketing Cloud Account Engagement (Pardot) family! Not sure where to start? We promise it is not as scary as you think it might be. ...
Pardot account audits: You know you need to do one, but somehow this daunting task keeps getting relegated to the bottom of your to-do list. With the new year...
When it comes to email marketing, creating beautiful emails with riveting content is only half the battle. Sending emails to the right prospects at the right time is just...
The marketing magician has many tricks in the Marketing Cloud Account Engagement (Pardot) toolkit. One of those magical tools is the Pardot custom redirect. What makes a Pardot custom...
As Marketing Cloud continues to grow and integrate more and more with Salesforce, the good old days of marketers working in silos within Marketing Cloud Account Engagement (Pardot) are...
Salesforce Marketing Cloud Engagement has so many complex ways to create personalized experiences for the audiences the platform touches. And if you haven’t gathered from the title, Salesforce Marketing...
Dynamic lists are by far my favorite Marketing Cloud Account Engagement (Pardot) automation tool. These “smart” lists automatically update and can be used for everything from Recipient and Suppression...
It’s a Salesforce Marketing Cloud basics 3-parter, y’all. In this three-part series, we’ll uncover the fundamental skills you should master when you’re getting started with Salesforce Marketing Cloud Engagement...
Looking for an easier way to migrate email templates as you prepare to move into a Salesforce marketing automation platform (MAP) from a legacy system? You’ve already decided to...
Salesforce Engage is awesome because it lets marketing teams share content with sales teams. Sales reps can use marketing-approved email templates to contact prospects at the right moment and...
So, your marketing team has you all set up and ready to access a fancy tool called Salesforce Engage. Now what? Salesforce Engage is a super powerful way for...
Marketing and sales teams have a lot on their plates. Marketing is focused on generating interest and qualifying leads, and the Sales team is focused on closing deals and...
Your team finally has approval to connect Salesforce & HubSpot. Soon you will have all the data you’ve wanted to perfect your nurtures and segmentation! But before you can...
We’ve all seen email personalization mishaps. The power of Marketing Cloud Account Engagement (Pardot) is really in its capacity to leverage data coming in from Salesforce and Pardot to...
Does your marketing and sales data live in separate places? Do you want all customer details to live in one place? If so, Marketing Cloud Connect is the answer. ...
Accessibility has always been top of mind for me in everything I do. As someone with a disability, I am conscious of others who may be having similar struggles. ...
Personalization is a common buzzword one can hear throughout the digital marketing landscape. And as a result, it can mean so many things depending upon who you ask. However,...
Knowing the who, what, when, and how of Salesforce and Account Engagement (Pardot) sync behavior is key to understanding how you can use the integration to your advantage. If...
Nothing is more frustrating than when you experience a slowdown in your Marketing Cloud Account Engagement (Pardot) org. I just need this one Dynamic List to run, why is...
Your organization recently purchased Marketing Cloud Corporate or Enterprise Edition, which includes one free SMS code that needs to be provisioned. But, you have no clue where to start. ...
Salesforce Marketing Cloud is a platform brought into the Salesforce ecosystem in 2013 when Salesforce acquired ExactTarget (a company that previously acquired Pardot). It can be considered a one-stop...
I’ll admit, I’ve been neglecting looking into Einstein for Pardot (us admins have enough to do!). And I was somehow under the impression Einstein for Pardot came with an...
An email preference center creates a happy medium for you and your audience. It’s a place where your people can let you know what interests them so you can...
When you have a ton of users in Pardot, controlling who has access to what they can view or edit takes time. But no one wants to spend a...
I’ve seen a lot of information about implementing the new Lightning Email Builder, but I wanted to get into the nitty gritty details of how to build Lightning Email...
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?...
Higher education institutions around the world are embracing a digital future with the shift to marketing with Pardot. Teams are replacing the traditional ways of reaching prospective students, donors,...
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...
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...
Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow can be...
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,...
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...
One of my favourite Lightning features is customizing the campaign page using the Lightning App Builder. The drag-and-drop App Builder allows you to add tabs, reports and instructions to...
Prospects now more than ever are demanding personalized content. For the last 4 years, adding the first name for personalization in emails has been the default. Unfortunately, that alone...
Did you know you can add report charts to your campaign page layout in Salesforce? Adding report charts will give you insight into a particular campaign’s performance without creating...
As Salesforce continues to rolls out Pardot SSO across all accounts, many Pardot users are now being greeted with the following error message when trying to login to Pardot:...
You might already be using UTM parameters to track your marketing campaigns with Google Analytics, but are you capturing that information when a prospect is created in Pardot? Capturing...
What are Flex Fields? Flex fields are custom fields that can be used repeatedly to limit the number of one-time-only fields within Pardot and Salesforce. They contain data that...
Building landing pages in Pardot can be an interesting challenge because, depending on your needs and the skillset of your team, there are multiple ways to go about it.
Have you heard the news? At long last, Pardot Sandboxes have arrived — sparking joy in the hearts of many admins. Here are 9 need-to-knows to keep in mind...
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead...
A Salesforce AE recently asked me if we had a best practices guide for migrating to Pardot from Eloqua, Hubspot, or Marketo. My team at Sercante does these frequently...
The team at Sercante gets along pretty well most of the time. But there are two pervasive areas of contention that will get our crew fired up real quick:...
For the past year, my marketing team has had the joy of testing half LinkedIn lead gen forms and half Pardot Landing Pages with LinkedIn’s Sponsored Posts. Let’s revisit...
As B2B marketers, we spend a lot of time thinking about the buyer’s journey… maybe drawing cool looking funnels… mapping our content to different decision making phases… you know...
“You automated everything so well that we’re just going to let it run and leave it alone. That’s the point of marketing automation, right?” My team just wrapped up...
Become a pro at editing and creating Pardot landing pages, by using these 5 tips. These tips come from questions that are frequently asked within the Trailblazer Community and tips that...
Customized experiences are key — even if they’re for customers opting out of your messages. Learn how to customize your Pardot unsubscribe page in this post. You can also...
GIFs are a staple of Twitter and Slack, and sometimes they convey your message JUST RIGHT in a way that no words or static image can.
One of my favorite Pardot AEs texted me about the Pardot user sync as soon as it was publicly announced, asking what I thought of it. I told her...
Salesforce Surveys is now available with the Spring ’18 release! This new feature allows you to create easy-to-use forms for collecting feedback and data by using a simple editor....
It’s spring cleaning season, ladies and gentlemen. So roll your sleeves up, throw on some Cardi B, and let’s freshen up that Pardot org of yours. A Pardot org...
The last two weeks I have been sick as a dog. Like sit on conference calls in a pile of blankets on your bed and hug your actual dog...
I’m going to let you in on a little secret. It’s taken me my entire career to learn this. The silver bullet to success with marketing automation is… THERE...
Salesforce is good at selling Pardot. So good, in fact, that some customers that sign on really aren’t ready to make the leap. A year later when they’re re-upping...
Left to my own devices, I’m the kind of person who saves everything to her Desktop and has at least 5 Word docs titled “Notes Latest V2a” at any...
“MVP” is a term thrown around a lot in the software and start-up world. The concept is basically “what is the bare minimum we can do to get people...
If you’re early in your marketing automation journey, you’re probably gobbling up blogs and advice everywhere you can find it. One of my favorite ivory tower best practices is...
In this tutorial you will learn how to use a Pardot form to gate content on a page. Gated content allows you to capture a lead’s information, by asking...
In this tutorial, you will learn how to turn any landing page into a Pardot Layout Template that can be used across all your Pardot marketing campaigns. You can use an...
Subscribe to The Spot
Martech Resources
Shopping consultants or jobs? Wanna join the action? Here’s everything you need to solve all the marketing technology things.
Quick Links
Get The Spot
The Spot for Pardot newsletter delivers a healthy dose of martech to your inbox — and nothing more.
© 2024 The Spot For Pardot | All Rights Reserved Sercante LLC.4
Empowering Customer Success
January 9th, 2025 | 12 pm ET
Virtual | Free
