7 Questions to Guide Your Pardot Account Audit
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...
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Data Management
Pardot Marketing Data Sharing Rules: Prevent Duplicates in Salesforce
You’re a responsible marketer and adhere to the Salesforce Marketing Cloud Account Engagement (Pardot) Permission-Based Marketing Policy. You’ve enabled Marketing Data Sharing (MDS) rules to ensure that prospects who...
Why Salesforce and Marketing Admins Work Better Together
How often do your Salesforce and marketing platform admins talk to each other? Very little Not at all Only when things go wrong If you selected any of...
What To Do in Pardot When Contacts Change Jobs
People change jobs all the time. Maybe they’re part of The Great Resignation. Or navigating a new career path after years of military service. But have you ever thought...
Connected Salesforce + Pardot Campaigns: How They Rock Our World
Salesforce and Pardot connected campaigns bridge two distinct campaign reporting functions into one powerful feature. Prior to 2019, Salesforce and Pardot campaigns were independent of each other. But with...
Salesforce Native Reporting: Get More From Your Data
Salesforce has robust native reporting capabilities that come out of the box. But what happens when you need more? What CAN you do? This Salesforce native reporting overview will...
Demystifying Pardot B2B Marketing Analytics Plus
With Pardot B2B Marketing Analytics Plus, you are able to bring external data, use an intuitive and customizable dashboard, activate Discovery Stories, and take advantage of Einstein Prediction Builder....
7 Marketing Cloud Security Tips for a Hybrid Work Environment
You can keep your free snacks and ping pong tables. If we’ve learned one thing from the pandemic, it would be that employees really want the ability to work...
Using Pardot B2BMA as a Data Audit Tool
In this blog, we will talk about data completeness, data hygiene, and data completeness KPIs to get you to have a better understanding and practice with Pardot B2BMA as...
Why Should Marketing Admins Have Salesforce Access?
Getting marketing team access to your Salesforce org breaks down company siloes and can lead to enriched data you can use for things like Einstein campaign reporting. So, you...
How To Use a Custom Opportunity Amount Field in Salesforce Campaign Influence Reports
Picture the scene… You’re using a custom amount field on your opportunities (or even multiple amount fields) in Salesforce. You notice that your Salesforce Campaign Influence reports are not...
Campaign Reporting with Einstein for Pardot
I have a rather embarrassing story from my pre-Einstein campaign reporting days. When I started out as a Salesforce admin (i.e. I got told I was the new admin...
How to Update iFrames & References to the Default Pardot Domain Before the Deadline
In early March, Salesforce announced changes to how it serves content via go.pardot.com. In short, this impacts your Pardot content that might be placed on your website through iFrames. ...
Use Clone with Related to Templatize Pardot Campaigns
As a Pardot admin, I try to stay up to date on all the new features and functionality coming to the Pardot platform. Some new features are announced way...
How to Use Flags in Tableau CRM to Create Many-to-One Relationships
Ever wished you could facet, filter and do other magic on a dataset that also had aggregated data from a summary table in Tableau CRM? There is a way!...
How to Create Complex Pardot Lead Routing Rules with LeanData
Lead routing with Salesforce Sales Cloud and Pardot can trip up even the most experienced sales and marketing teams. And choosing the right lead management strategy and tools to...
ParDreamies Social Impact Pardot Award Winner: Lexipol
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...
ParDreamies Extending Pardot Award Winner: LexisNexis Canada
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...
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....
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...
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...
Using the Pardot Integration from Zoom App Marketplace
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...
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...
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...
How to Audit Dynamic Content and Variable Tag Usage with the Pardot API
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...
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...
Recipe for success: Pardot B2BMA columns to rows
Learn how to change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM.
How to Prevent Lead Source From Being Overwritten in Salesforce
In this blog, I’ll walk you through how to prevent a lead source from being overwritten in Salesforce and how to activate and test it. Create a validation rule...
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...
Watch the Data Flow into Pardot with Zapier
If you’re like me, then you often work with marketing tools that do not integrate nicely with Pardot forms. Maybe they claim to have a ‘direct’ integration with the...
Planning for your Pardot Business Unit Implementation
Implementing Pardot Business Units (PBUs) is like putting together a very intricate puzzle where you have to analyze each piece before putting it into place. There are a lot...
Pardot Marketing Data Sharing: Tips, Gotchas, and Setup
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...
Common Pardot Salesforce Connector Errors & How to Fix Them
Let's digest the three most common Pardot Salesforce Connector errors we see marketing automation admins continuously face.
Considerations for Integrating Pardot + Sitecore
Sitecore is a powerful Website Content Management System. We can use Sitecore and Pardot together to great effect. There are a few Sitecore capabilities which we will want to...
How to Add Custom Fields to Campaign Members in Salesforce
The campaign member object in Salesforce represents the association between a campaign and a lead or a contact. While some standard lead and contact fields are available for the campaign member...
How To Map Lookup Fields in Pardot
Have you tried to map an important Salesforce field in Pardot, only to realize it’s not available in the Pardot field mapping dropdown list? Yeah, me too. The most...
Close the Loop on Events: Splash and Pardot Integration
Splash – a super-powerful event marketing platform – helps organizations make in-person and virtual marketing efficient and successful. Splash lets you create branded registration forms, custom event promotions like...
What Successful Marketers Know About Salesforce Auto-Association
BY MIKE MORRIS What you don’t know about auto-association could be completely ruining your campaign influence reports in Salesforce. Let that sink in. Now that I have your attention,...
Quick Tip: How To Bulk Create Campaigns in Salesforce
Bulk creating campaigns in Salesforce is a great way to plan your marketing initiatives for the month or the quarter. You can upload your campaign targets as custom fields,...
Junk Data in Your Pardot Org: Why it Matters and How Admins Can Mitigate & Manage It
Junk data — it’s an inevitable problem in any Marketing Automation system. I’m talking about the [email protected] prospects of the world and other erroneous records that you just don’t...
7 Ways to Clean Your Mailable List in Pardot (& One Thing to NOT Do)
You may want to devote time to keeping a clean mailable list in Pardot on a regular basis. Pardot has a default limit of 10,000 mailable prospects in an...
Connected Campaigns & Campaign Influence: How to Use Them to Get to the Metrics that Matter
We have more data than ever to gauge marketing performance. The Don Draper era: “I know half of my advertising is wasted, I just don’t know which half” …just...
Fixing the State/Country Mismatch Between Salesforce & Pardot
Valentines day is the perfect day to give somebody something special. So I wanted to share a resource with the Pardot community to address a longstanding pain point: Auto-fill...
How to Prevent Issues When Prospects Match Criteria for Multiple Lists
I’m going to make up a new buzzword. Ready? Cascading suppression lists. Bear with me — it’s a made-up term, but a super necessary thing when you’re sending multiple...
How to Implement MQL Tracking in Pardot and Salesforce
You might already be tracking MQLs in Salesforce or in Pardot, but are you tracking all the information you need for enhanced reporting? I’ll walk you through the 3...
3 Ways to Clear Hard Bounces & Opt Outs in Pardot
So picture this scenario: Pardot says you can’t email someone. But you want to. So how do you override what the system says so you can send your gosh...
When Email Suppression Lists Meet AMPSEA
Okay. I’m taking deep cleansing breaths right now over a really unfortunate discovery. I’m talking about when suppression lists meet AMPSEA. Wait, what’s AMPSEA? Some people love it. Most...
How to Round Robin Prospects in Pardot without Salesforce Lead Assignment Rules
If you have an internal SDR or BDR team and are looking to round robin prospects, you may have learned that Salesforce Lead Assignment Rules don’t make this super...
Drawing a Blank: How Pardot Handles Empty Field Values
One of the tricky and little-known-things about Pardot is how the system handles blank values. If you’ve never had a reason to, you probably haven’t thought about it. But...
Cool Product Alert: SalesTing Automagically Gets the Sales Data Marketers Need to Attribute Revenue
I met someone at a Pardot event a few weeks ago who told me about a fascinating start-up. It’s called SalesTing (Sales + Marketing, get it?) and their mission...
How To Bulk Create Campaign Member Statuses in Salesforce
Standard campaign statuses are essential to have consistent reports within Salesforce, but there’s no easy way to bulk create new statuses within the UI. In this tutorial, I’ll show...
7 Hand Wavy Best Practice-ish Ways to Hang On To Your Email List
But if you’re walking into an organization with a cobweb-encrusted subscriber list and a bunch of sales reps with their hands outstretched for leads - what do you do?
What Technical Debt Are You Racking Up in Pardot?
I learned a new buzzword today: “technical debt.” I don’t know how I went so long without hearing it, because it is ALL. AROUND. ME. Technical debt is...