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.  

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

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. 

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

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. 

Continue reading Creative Ways to Personalize Your Marketing with Pardot Advanced Dynamic Content

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

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, let’s talk about this auto-association thing.  Continue reading What Successful Marketers Know About Salesforce Auto-Association

How to Get Sales to Actually Use Salesforce Engage

BY: CELINE NEWSOME

You presented, you lobbied, you conquered and now you have the fancy new tool – Salesforce Engage. GREAT!  

A few months later, your excitement has dwindled as you find Engage isn’t being used like you had hoped…or, worse yet, it isn’t being used at all.

So, the looming question, how do you get sales to actually use Engage the way you intended? Here are 4 tips:  Continue reading How to Get Sales to Actually Use Salesforce Engage

15 Resources To Make The Most Of Your Landing Pages: The Ultimate List for Pardot Admins

BY: MARCOS DURAN

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.  Continue reading 15 Resources To Make The Most Of Your Landing Pages: The Ultimate List for Pardot Admins

Why Salesforce is Discontinuing Pardot-Only Users & Moving to SSO

Pardot users were greeted this morning with a new announcement banner on their home screen when logged into Pardot:

This banner linked them to a help & training article outlining the details of Pardot-Only Login Retirement. The knee jerk reaction for some was fear — does this mean license costs are going up? What do I need to update right now?

Let’s break this down and talk about what these changes really mean. Continue reading Why Salesforce is Discontinuing Pardot-Only Users & Moving to SSO

The Three L’s in Pardot: Lists, Location, and Lead Assignment

BY MARCOS DURAN and ROB WALTER

If your company’s sales teams are organized by region, you’ve probably gone down a long and winding road as a Pardot admin, asking the question: How can I auto-magically assign Salesforce Leads based on a prospect’s location?

I say long and winding because, eventually, you’ll reach the conclusion that you have to get all those region, state, and country values into Pardot and organized…somehow.

The good news here is that after setting everything up the first time, you can use Pardot’s automation tools to do the heavy lifting from then on. Read on to see how you can use Pardot lists and automations to route Leads to the right salesperson based on prospect location data.
Continue reading The Three L’s in Pardot: Lists, Location, and Lead Assignment

How to Test in Pardot Sandboxes, Training Orgs… and Even Production

BY MIKE FAZIO

One of our recent posts outlined the need-to-knows about Pardot Sandboxes. In this one, we’re going to go a bit deeper on how to put this to work in your organization.

But first, a very important call out — Sandboxes are a core part of building cool things in Sales Cloud, but the current Pardot equivalent is slightly different. The biggest difference is a Pardot Sandbox doesn’t provide for passing data or metadata between production and the sandbox or vice versa (at least not yet). Continue reading How to Test in Pardot Sandboxes, Training Orgs… and Even Production