Hands On: How to Build a Pardot Email Engagement Dashboard in Salesforce
Do you have connected campaigns with Pardot and would like to see email engagement data in one place? In this blog, we are able to see how easy it...
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Salesforce Community Events for Marketers: July 2022
Attending Salesforce Trailblazer community events is a great way to learn a new skill, expand your professional network, and stay up to date with Salesforce news and best practices....
Personalization with Pardot & Interaction Studio
We usually find common asks for customers to further personalize Pardot emails, specific account-based messaging on their website, and where sales reps can take the next step to drive...
Email Sender Options: Leverage CRM User Lookup in MCAE (Pardot)
For many Salesforce Marketing Cloud Account Engagement (Pardot) customers, using Pardot provides them with the tools necessary to communicate with their distinctive audience(s) in a personalized way. One common...
Get Ready for MCAE (Pardot) Conditional Completion Actions
Conditional Completion actions are coming to Marketing Cloud Account Engagement (Pardot)! And they’re a game changer for adding complexity to completion actions on your marketing assets. This has been a...
Salesforce Marketing Cloud Summer ‘22 Release Highlights
If you were like us, you thought the Summer ‘22 Release was going to be a summer of NO love for Salesforce Marketing Cloud Engagement. Thankfully, we were wrong! ...
Salesforce Marketing Cloud Content Personalization Features: An Introductory Guide
Personalization is a common buzzword one can hear throughout the digital marketing landscape. And as a result, it can mean so many things depending upon who you ask. However,...
Marketing Cloud Engagement, Account Engagement & Sales Cloud: 3 Use Cases for Combining All 3
Have you ever wondered why sales and marketing teams combine Salesforce Marketing Cloud Engagement and Account Engagement (formerly Pardot), with Sales Cloud to reach their goals? Thinking about how...
4 Things to Clean in MCAE (Pardot) for Faster Processing Times
Nothing is more frustrating than when you experience a slowdown in your Marketing Cloud Account Engagement (Pardot) org. I just need this one Dynamic List to run, why is...
How to Prep for Using SMS Messaging in Marketing Cloud Mobile Studio
Your organization recently purchased Marketing Cloud Corporate or Enterprise Edition, which includes one free SMS code that needs to be provisioned. But, you have no clue where to start. ...
Pardot Einstein Send Time Optimization: A How-To Guide
Balancing all the emails your teams want to send to Prospects versus how many emails the Prospects want to receive is difficult. Email your Prospects too often and they...
A Quick Intro to Each Marketing Cloud Tool
Salesforce Marketing Cloud is a platform brought into the Salesforce ecosystem in 2013 when Salesforce acquired ExactTarget (a company that previously acquired Pardot). It can be considered a one-stop...
Identify Better Leads with Einstein + Pardot
I’ll admit, I’ve been neglecting looking into Einstein for Pardot (us admins have enough to do!). And I was somehow under the impression Einstein for Pardot came with an...
How to Manage Salesforce Campaign Activation with a Simple Flow
Twice in the span of less than a week, two different clients had questions or issues related to Salesforce campaign activation. I had my fair share of questions and...
Salesforce Product Retirement: Social Studio Sails into the Sunset
The Salesforce platform social media scheduling tool, which we all know as Social Studio, has officially entered sunset mode and has a retirement date set for 2024. While the...
A Hot Take on the Pardot Rebrand to Marketing Cloud Account Engagement
It’s official — Pardot is going to be called Marketing Cloud Account Engagement going forward. This is a big, bold change. I have a lot of respect for whoever...
Salesforce Name Changes: Pardot & Marketing Cloud Get A Rebrand
Salesforce announced today that they’re changing the name “Pardot” to… drumroll… Marketing Cloud Account Engagement. Along with this rebrand, they’re changing the names of about a dozen products —...
Salesforce Marketing Cloud Email Specialist Exam: All the Things to Study
Earning the Salesforce Marketing Cloud Email Specialist Certification is the first step to becoming a full-fledged Marketing Cloud consultant. But, it doesn’t come easy. Salesforce Marketing Cloud has robust...
Everything to Know About the Pardot Lightning Email Builder
I’ve seen a lot of information about implementing the new Lightning Email Builder, but I wanted to get into the nitty gritty details of how to build Lightning Email...
Six Big Pardot Enhancements from the Salesforce Spring ‘22 Release
It’s time to prepare for the Salesforce Spring ‘22 Release and how it will affect your Pardot instance. We get three major releases from Salesforce each year — Spring,...
How to Empower Higher Education Marketing Teams with Pardot
Higher education institutions around the world are embracing a digital future with the shift to marketing with Pardot. Teams are replacing the traditional ways of reaching prospective students, donors,...
ParDreamies Best In Show Pardot Award Winner: Destined
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...
Nonprofits on Salesforce: How to Leverage Pardot for Marketing and More
Nonprofits that are using Salesforce have much to gain by incorporating Pardot into their marketing strategy. But, isn’t Pardot only meant for teams following a B2B marketing strategy? While...
Pardot and Salesforce Marketing Reporting: A 101 Guide
When it comes to reporting on your marketing assets, the feeling of not knowing what tool to use can be quite overwhelming. I’ve been there! You’ve been asked to...
Announcing the 2021 ParDreamies Pardot Award Winners
The ParDreamies awards honor community members for finding creative and thoughtful methods to reach business goals using the power of the Pardot platform. Individuals submitted their stories as independent...
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...
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...
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...
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...
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...
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...
Are You Ready for the Pardot Prospect Mailability Upgrade?
Pardot announced some big prospect mailability changes in their Summer ‘21 release, and those changes are becoming permanent for everyone with the Winter ‘22 release. So, let’s break down...
Four Big Salesforce Winter ‘22 Pardot Highlights
It’s time to prepare for the Salesforce Winter ‘22 Release and how it will affect your Pardot instance. We get three major releases from Salesforce each year — Spring,...
Work Confidently in Pardot through Quality Assurance Testing
Feel more confident as a budding admin or end user by kicking ass at Pardot quality assurance testing. (includes downloadable PDF checklist) We’ve all been there before. Everything is...
5 Steps to Pass the Pardot Specialist Certification Exam
Whether you’re an experienced Pardot admin or relatively new to the Pardot platform, passing the Salesforce Pardot Specialist Certification exam is a great way to demonstrate your skills and...
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...
3 Soft Skills That Make A Pardot Admin Awesome
User roles within Pardot are often discussed from the perspective of capabilities rather than core competencies. A quick google search for “Pardot Admin” will tell you what an admin...
Top 8 New Features from the Salesforce Summer ‘21 Release
Salesforce just gifted us with their Summer 2021 Release Notes, and our team is— to say the least, ecstatic. With so many new Pardot updates, users and administrators can...
Pardot Goodies from Salesforce IdeaExchange
This past year has been a great year for Pardot Admins everywhere. With each new release, Pardot has grown in functionality and has also become more integrated with Salesforce....
ParDreamin’ Day 4 Recap
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...
ParDreamin’ Day 2 Recap
ParDreamin’ sessions kicked off today bringing in over 3,400 people represented across 65 countries. Over the course of the week, we will hear from 58 speakers as they share...
The Official ParDreamin’ Guide For “Accidental” Pardot Admins
This year has been interesting to say the least. You might have just started your first marketing job that requires Pardot experience this year or maybe you ended up...
The Official ParDreamin’ Guide For Nonprofit & Higher Ed Organizations
ParDreamin’ is less than a week away. Has your marketing team at your nonprofit organization or higher education institution signed up yet? Giving Tuesday has just passed and many...
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 the Terminus + Pardot Integration Means for Your ABM Strategy
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. Terminus’ recent blog post...
Q&A: Everything You Need to Know about Pardot Engagement Studio
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...
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,...
How to Use Pardot Lists to Assign Leads Based on Location
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...
How to Test in Pardot Sandboxes, Training Orgs… and Even Production
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...
The 10 Best Pardot Ideas On the IdeaExchange
Have you visited the IdeaExchange before? In a nutshell, it’s a place where you can submit product enhancement ideas and vote on existing ideas with simple thumbs up or...
When to Use a Pardot List Email vs. Email Template (and what to do if you build the wrong one)
Building and sending emails is Pardot’s bread and butter. The ability to customize the look and feel, decide exactly who to send to, and how you want to use...
Pivoting Post-COVID: 6 Digital Strategies for Higher Education
COVID 19 has changed many industries, but none more than those which rely on in-person interaction. Like bars, restaurants… and most importantly, classrooms. Moving forward, it’s going to be...
How Pardot Admins Should be Thinking About Coronavirus
The economic ripple effect of everyone screaming “the sky is falling” is making that a reality for many businesses. Many B2B companies are experiencing drops in sales and interruptions...
Creating Complex Rule Logic in Pardot Engagement Studio
When people ask me why I want to work in the Salesforce and Pardot ecosystem, my answer is always the same — automation! Workflows! Personalization! (And usually with that...
13 Best Practices for Migrating to Pardot from Another Marketing Automation Platform
A Salesforce AE recently asked me if we had a best practices guide for migrating to Pardot from Eloqua, Hubspot, or Marketo. My team at Sercante does these frequently...
Why Tags are the Raisins of Pardot & 5 Use Cases for Them
The team at Sercante gets along pretty well most of the time. But there are two pervasive areas of contention that will get our crew fired up real quick:...
The Drift Pardot Integration: What It Does & Why It Matters
If you’re a current Drift user or have been eyeing the platform, good news — Drift has an integration with Pardot. Let’s break down the key elements of the...
Pardot API Best Practices & What the Recent Update Means
Are you seeing a little Pardot authentication warning when you log into your org and are not sure why? It looks something like this… What’s changing with the Pardot...
When Fear Stops Pardot Pros in Their Tracks
As a Pardot consultant, I run into a lot of people who are stuck. They’re not getting the value they wanted out of the tool. They’re not sure what...
All I Want for Christmas… Is These 12 Pardot IdeaExchange Requests
If you’re a long time reader, you know that I geek out about innovative ideas for Pardot, and from time to time advocate for an enhancement or two. This...
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...
It’s a Blogiversary! A Look at the Top 10 Posts from Year 1
Today is a momentous day for this little blog. One year ago today, I wrote and shipped my first post. Since then, I’ve posted 84 articles about the platform...
Who’s On Stage? A Breakdown of Pardot DF18 Sessions by Speaker Type
There are so many Dreamforce sessions that it is borderline overwhelming. In the best possible way. When I’m picking sessions to attend, I tend to favor sessions that involve:...
Marketing Automation Mythbusting: Pardot is a Set-it & Forget-it Tool
“You automated everything so well that we’re just going to let it run and leave it alone. That’s the point of marketing automation, right?” My team just wrapped up...
How Much is Too Much in Email Marketing?
“How do I know if I’m emailing people too much?” …is one of the frequent concerns I hear when people are ramping up email marketing and/or launching a new...
13 Scantily Documented Pardot Surprises
The original working title of this blog was “Why Wasn’t This Documented, Abridged Edition.” “Scantily documented surprises” sounded like a nicer way of saying the saying the same thing....
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...
Ship It Already: How to Start an Engagement Program & Build On It Later
It’s tempting to hold back on shipping a new piece of content or a nurturing program until it’s perfect. But guess what, dudes – it will never be perfect....
10 Engagement Studio “Gotchas” to Watch Out For
Engagement Studio is one of the best things to happen to the Pardot platform since I’ve been a customer. But it’s a bit nuanced… and without paying attention to...
13 Spring Cleaning Tips for a Spotless Pardot Org
It’s spring cleaning season, ladies and gentlemen. So roll your sleeves up, throw on some Cardi B, and let’s freshen up that Pardot org of yours. A Pardot org...
A Different Kind of Lead: How to Nurture Your Employees with Pardot
Marketing automation was designed to support sales and achieve efficiency in reaching prospects at scale. But the benefits don’t stop there. Nurturing can be used for many other types...
Gamifying Subscriber Referrals with Pardot
I love a good challenge. Especially one about how to leverage Pardot functionality to its fullest potential to level up your marketing. So when the wonderful Kevin Baldacci from the...
Things I Hate Thinking About: Pardot Folder Structure & Naming Conventions
Left to my own devices, I’m the kind of person who saves everything to her Desktop and has at least 5 Word docs titled “Notes Latest V2a” at any...
#VoteAndPromote: Genius Pardot Feature Requests on the IdeaExchange
Today I joined a webinar on the Pardot Product Roadmap, and I was FLOORED by some of the amazing features that are coming down the pipeline. The Pardot team...
Sooo… What’s Up with the Pardot “Edge Pilot”?
Every Salesforce and Pardot geek knows that Dreamforce is when the biggest, baddest product announcements come to light. With just 6 weeks until the big event, I feel like...