Uncategorized Archives - The Spot For Pardot

Pardot API and Getting Ready with Salesforce SSO Users

BY ADAM ERSTELLE

Back in June, Salesforce announced that the way we work with the Pardot API will be changing and that, beginning in early 2021, all Pardot users will be required to use Salesforce single sign-on. In preparation for this change, some services have started rolling out their updates, but how do you as a Pardot admin actually get ready?

This blog post will provide step-by-step instructions on how to prepare, where to gather all the critical information you need, and a quick guide on testing that you are prepared for these changes.

Prove the Impact of Conversational Marketing with Campaign Influence

BY JOANNA ROTTER

As a marketing team, you spend tons of time and resources building marketing campaigns that drive people to your website. Your website is the perfect place for prospects to learn about what you do and, most importantly, let you know who they are. As one of your most valuable assets, capitalizing on website visitors is just as important as getting them there.

That’s where conversational marketing platforms, like Qualified, come into play.

How To Map Lookup Fields in Pardot

BY CELINE NEWSOME AND MIKE CREUZER

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 common reason for this…It’s a dang lookup field in Salesforce, and Pardot doesn’t like lookup fields.

If you’re wondering what a lookup field is, it’s when a field value is being sourced from another field or object.

Side note: User lookup fields are an exception here. Salesforce user lookup fields can be mapped to Pardot CRM User type fields.

If you’re still thinking you need that field in Pardot even though standard functionality won’t allow it, lucky for you, we have three solutions so you can still create and map the field you need in Pardot.

Close the Loop on Events: Splash and Pardot Integration

BY WHITNEY ROSA

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 emails, social share cards, and more while tracking registrations and analytics seamlessly on the dashboard. Think, Eventbrite on steroids.

The Splash integrations enable you to close the loop on your events and see the impact on your bottom line. Specifically, with the Splash and Pardot integrations you’re able to consolidate your data into one tool and bring event marketing into the fold within Pardot.

Campaign Influence Starter Pack: The Easy Button to Prove Results from Pardot

BY MIKE MORRIS

A common theme that I’m hearing from clients is the need to show demonstrated ROI related to their marketing initiatives. Sound like anybody you know?

I recently posted about the importance of auto-association and the role that it plays in properly attributing opportunities to the campaigns (What Successful Marketers Know About Salesforce Auto-Association). While this is a critical element in the accuracy of your reports, it does not magically solve all your reporting needs.

That’s where the Wizards at Secante Labs come in.

First-Party Cookies in Pardot: FAQs About the New Beta

BY MIKE CREUZER & ADAM ERSTELLE

As part of the Summer ’20 release, Pardot announced support for first-party cookies in an open beta.

Some Pardot users’ reaction to this:

YAY!

The rest of Pardot users’ reaction to this:

Wait, what is this and do I care?

If you’re among the latter group… read on to learn what this is, why it matters, and how to enable it if you’re interested in joining the beta.

A Pardot Admin FAQ: “Why do my emails break when forwarded?”

BY GARY BROWN

I once forwarded an anonymous email to five friends. It proclaimed:

“We’ve been discovered, flee immediately!”

I have not seen two of them since. I learned my lesson about forwarding emails that day, but for the wrong reasons.

Whether pretending your friends’ nefarious activities are about to be uncovered… or just trying to share a beautiful sales email… forwarding is problematic.

What the New Terminus + Pardot Integration Means for Your ABM Strategy

BY JOANNA ROTTER

Whether you’re new to account based marketing or your strategy centers on ABM, you’re going to want to check out the Terminus + Pardot integration that was announced yesterday.

Terminus’ recent blog post outlines some of the new tools, which promise to help marketers drive an account-centric strategy with the benefit of shared data, improved analytics, advanced reporting, and lead-to-account mapping capabilities.

Creative Ways to Personalize Your Marketing with Pardot Advanced Dynamic Content

BY ERIN DUNCAN

Before we dig into the meat of this post and some cool ways you can personalize your marketing efforts, let’s take a step back and start with…

“What is Advanced Dynamic Content?”

Advanced Dynamic Content displays custom HTML based on the Prospect’s criteria and allows you to customize messaging to the prospect.

Q&A: Everything You Need to Know about Pardot Engagement Studio

BY MARCOS DURAN

One of the most highlighted and versatile Pardot features is the Engagement Studio program.

Plain and simple it is the most flexible feature Pardot has when it comes to building strong workflows, email sequences, and even taking your Pardot (and Salesforce) operational game to the next level. This is without a doubt my favorite platform feature. Continue reading Q&A: Everything You Need to Know about Pardot Engagement Studio