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. Once you make that decision, it’s a great next step to standardize what you can in preparation for the implementation. Standardization across your business units will make your life as a Pardot admin easier, both in implementation and in future maintenance across your business units. 

Already using business units? Use these recommendations to audit your current setup and work towards improving your standardization and org documentation. 

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Marketing Hocus Pocus: 6 Pardot Horror Stories to Avoid

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 flow along in a sensible cadence … until …

Are you a Halloween horror story fan?

Marketing has its own kind of terror — not in the chainsaw/demonic way, but on the topics of spam, user roles, missing form follow-up, sync mishaps — you get the picture.

Read on — if you dare! (But really, you should — you’ll learn a few tricks.)

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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 set up the Pardot External Activity in Salesforce so any third-party service can begin sending these activities to Pardot via API. This post explains what third-party services need to do to send these activities to Salesforce using Salesforce declarative solutions (Flow/Process builder). 

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Preserving Prospect Email Preferences After the New Pardot Mailability Upgrade

The Salesforce Winter ‘22 release made the Pardot Prospect Mailability upgrade permanent for all orgs. And it also introduced four new user abilities that allow for more control over which Pardot user roles can edit the new Prospect Mailability fields.

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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 to receive data from third-party systems and use the data in automations and Engagement Studio Programs. For instance, you could record when a prospect registers for a webinar, completes a survey, or watches a video.

In an earlier blog post, we describe how to set up the External Activity in Salesforce so a third party can begin sending activities to Pardot via API. This post will detail how to actually send the activities with Zapier. Similar approaches can be done with other meta-services. If you want hands-on help, we’d love to work with you.

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ParDreamin’ 2021: The Pardot World’s Big Virtual Gathering

ParDreamin’ 2021 is the only global virtual conference that lasts three days and focuses on all things Pardot and marketing automation.

We’re pulling together marketing minds at all levels to learn together, network, and explore new territories. Pardot experts from around the world are gathering to share information they’ve learned the hard way through determination, and the easy way — from the Pardot community.

So pack your satchel and grab some snacks. Here’s what you can expect as you trek your way through ParDreamin’ 2021.

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Pardot External Activity: What it is and how to use it

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 to receive data from third-party systems and use the data in automations and Engagement Studio Programs. For instance, you could record when a prospect registers for a webinar, completes a survey, or watches a video, and then trigger automations from those actions.

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Celebrating the Success of Pardot Pros

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.

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Everything Pardot Admins Should Know About Apple Privacy Updates

In September 2021, Apple privacy changes will start having a big impact on Pardot email marketing reporting metrics. Are you ready to pivot your reporting strategy in response to the changes?

Apple announced some big, new privacy changes in June, and that’s what sparked the changes in email marketing reporting metrics. These changes are included with the Apple software update to iOS 15, iPadOS 15, macOS Monterey, and iCloud.com. 

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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 easily. Using the Zoom-native Pardot App simplifies sharing data between these two systems by allowing you to capture Zoom webinar registrants, attendees, and absentees within Pardot lists. 

In this post we’ll cover the pros and cons of this integration as well as walk you through the setup process for a webinar. 

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