Category: Uncategorized

I think we need to do more to celebrate the work that Pardot and Marketing Operations pros do. I’ll explain why. 

But first, a random story.

A mysterious package

One day a large brown box from Crystal Cave showed up at my door. It was addressed to me.

“I didn’t order this,”

I grumbled to myself, kicking it to the corner of my foyer. I assumed it was my hubby’s or something.  Maybe a gift?  I didn’t think too hard about it.

Continue reading Celebrating the Success of Pardot Pros

In 2004, I received a prestigious award  “Outstanding Achievement in The Field of Excellence”. If I’m honest, it was printed by my best friend— he’s much smarter than I, so I didn’t challenge it. You can win the award as a Pardot Admin using this template…that was an easy guide to write! 😁

While I genuinely believe each of you deserve the above award, I must admit that being an exceptional Pardot Admin requires a bit more work. It’s not a destination or an end state; it’s about enhancing and changing how we think, talk and tackle Pardot as power users. So let’s start with changing how we think about Pardot. 

Continue reading Sercante’s Guide to Becoming an Exceptional Pardot Admin

Collecting accurate data is essential to your marketing strategy so you can continually optimize it to fit your goals. In most cases, companies capture data through form submissions and keep this data in-house. But what if the data collected needs to be shared?

Marketing is ever-growing, so it isn’t uncommon for two companies to collaborate on a campaign or event. But when these companies work together, sharing data can get messy. 

Traditionally, most marketing teams use spreadsheets to pass data back and forth between partners. This begs the question: is it possible to automate the transferring of data when users submit forms? Well, with Pardot, it’s not only possible, it’s simple— and with no spreadsheets necessary.

Continue reading One Form, Two Pardot Orgs – Part 2

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 isn’t going to cut it anymore. To keep their attention, you have to make sure they know you’re thinking of them— no matter how long your list becomes.

In Pardot, the options to provide these experiences differ depending on your account tier and how you intend to use them.

If you’re a veteran to Pardot, it’s likely you know that there are several ways to accomplish the personalization you need. That’s why we’ve broken down some of the most common use cases that call for Pardot HML, Pardot Snippets, or Pardot Dynamic Content. Understanding how each of these work best in different scenarios will help you save time in your creation process. 

Continue reading Content Personalization Using Dynamic Content, Pardot HML, and Pardot Snippets

Capturing data is a key piece of any marketing strategy. It’s imperative that you capture the right data so you can continue improving your marketing efforts. Pardot is the vehicle we see many companies use to capture form submission data, but what if that data needs to be shared?

As marketing grows, it’s become more of a common place for two companies to work together on a campaign or an event. The tricky thing is sharing data. Traditionally, marketing teams use the spreadsheets – oh, the dreaded spreadsheets – to pass over data to their co-marketing partner.

Is it possible to automate the distribution of data when a user submits a form? With Pardot, it’s surprisingly easy to do away with spreadsheets and move to a completely automated system.

Continue reading One Form, Two Pardot Orgs – Part 1

It’s a sad fact in life that sometimes you can do everything right and still encounter issues. This is also true for the Pardot/Salesforce connector.

The three most common Pardot Salesforce Connector errors we see marketing automation admins continuously face are:

1. “Your Salesforce Connector User does not have all of the permissions Pardot expects”
2. “Prospect and custom object sync has been paused since [a certain date/time]. If sync is paused for more than 30 days, you’ll need to do a full sync to get all updates.”
3. The connector is stuck on “Verification in Progress”

Here is how to solve these common Pardot Salesforce Connector Errors.

Continue reading Common Pardot Salesforce Connector Errors & How to Fix Them

Day 4 of ParDreamin’ kicked off today with a Demo Jam! Sercante’s own Celine Newsome and Mike Creuzer helped to lead us through 3-minute demos from our sponsors. The demo jam was, to our knowledge, the first ever Pardot focused demo jam. The chat was rowdy and fast and everyone loved the “golden hook” for sponsors who went over! That’s right, we cut off those who went over! Sercante was crowned winner by the attendees and we handed out Dragons to participants who chatted it up at the demo jam! It was a great, high energy session to start the 4th and final day of ParDreamin’!

Continue reading ParDreamin’ Day 4 Recap

BY MARCOS DURAN

We know you are busy with a mountain of JIRA support tickets to go over before the end of the year so let me keep this brief.

Supporting a marketing team of 1 or of 15+ people that often come to you when they are “stuck”? If so, this guide is for you! Learn how to tackle your team’s questions around lead routing, campaign influence, general configuration, and more.

Continue reading The Official ParDreamin’ Guide For IT, Developers and Salesforce Admins