6 Resources to Keep Your Salesforce Admins Moving Forward
In the Myth of Sisyphus, an essay by French philosopher Albert Camus, Sisyphus is sentenced to a punishment where for eternity, he must roll a boulder up a mountain....
Subscribe to The Spot
Tag
revive
5 Easy Ways to Increase Pardot Form Submissions
A form on a landing page or your website is often the final step in a nurturing process and represents the crucial point of conversion. According to Manifest, 81%...
Salesforce Marketing Cloud Personalization (Interaction Studio): A Beginner’s Guide
I’m sure by now you’ve heard of Interaction Studio — or Salesforce Marketing Cloud Personalization (SFMCP) as it is now called. But if you’re similar to me, none of...
Boost Conversions: Best Practices for Landing Pages
With Marketing Cloud Account Engagement (Pardot), you have the power to drive conversions through Landing Pages. This is a crucial tool in your marketing toolbox to help drive sales...
Pardot Multivariate Testing Best Practices
Part of being a great marketer is to always evolve with your audience. Doing this intentionally is the key to an organization’s success. Luckily, Marketing Cloud Account Engagement (Pardot)...
Pardot WYSIWYG Editor Icon Glossary
The Pardot WYSIWYG (What You See Is What You Get) Editor Icon Glossary saved me SO much time and energy when I was first learning how to build email...
The Basics of A/B Testing in Pardot
Marketing A/B Testing is far from being anything new. In fact, it’s been around for quite some time. A/B Testing as we know it today first came about in...
How to Add Calendar Links to Pardot Emails and Landing Pages
If you run virtual or in-person events, including an ‘add to calendar’ link in your emails and landing pages can be a great way to ensure your guests actually...
Everything You Need to Know About the Pardot and Salesforce Integration
The Marketing Cloud Account Engagement (Pardot) and Salesforce integration can be used to pass data back and forth between Pardot and Salesforce. In this article, learn everything about the...
Forms Are Great, But Confirmed Opt-In Is Better
Are you spending hours upon hours curating engaging, click-worthy content, only to notice that you have low engagement, high unsubscribes and spam complaints? A list of opted-in prospects is...
How to Integrate Your Blog With Pardot
Your website is one of your most important demand generation assets and a blog is a great way to increase your online presence by making you more visible on...
Explore the Journey to Salesforce Certified
It’s been a few weeks since Andrea Tarrell and I spoke at Salesforce World Tour NYC about the journey to getting Salesforce certified. As someone with five years of...
Inspiration: Using Pardot for Event Registration
Recently, I was challenged with creating a landing page for event registration using Marketing Cloud Account Engagement (Pardot). The event had 15+ roundtable sessions in the morning (within 2-time...
Twilio SMS Messages and Pardot: A Complete Guide
We’ve previously talked about External Actions and External Activities, with some general ideas of how each can be applied separately. Where the real power comes in, is tying them...
A Free Pardot Implementation Checklist and Planning Template
Congratulations and welcome to Salesforce Marketing Cloud Account Engagement (Pardot) family! Not sure where to start? We promise it is not as scary as you think it might be. ...
Call-to-Action Checklist for B2B Marketers
I’ve seen more than a few great marketing campaigns fail due to the lack of a clear call-to-action (CTA). Some campaigns have multiple CTAs that confuse the prospect while...
6 Creative Ways to Use Pardot Automation Rules
Pardot automation rules are a great way to set repeatable processes in motion and save yourself from repetitive admin tasks. Most Marketing Cloud Account Engagement (Pardot) users employ automation...
7 Questions to Guide Your Pardot Account Audit
Pardot account audits: You know you need to do one, but somehow this daunting task keeps getting relegated to the bottom of your to-do list. With the new year...
6 Ways to Use Segmentation Like a Pardot Pro
When it comes to email marketing, creating beautiful emails with riveting content is only half the battle. Sending emails to the right prospects at the right time is just...
Help! I Have Errors in My Automation Studio
We’ve all been there. You’ve set up an awesome automation in Salesforce Marketing Cloud Automation Studio. But what do you do when you see errors? It’s time to put...
Fight Email Marketing Fatigue: Pardot Recency and Frequency Dynamic Lists
With the holidays coming up, I can bet all of our inboxes are overflowing with marketing emails letting us know about can’t-miss deals, the best gifts, order before X...
Pardot Marketing Data Sharing Rules: Prevent Duplicates in Salesforce
You’re a responsible marketer and adhere to the Salesforce Marketing Cloud Account Engagement (Pardot) Permission-Based Marketing Policy. You’ve enabled Marketing Data Sharing (MDS) rules to ensure that prospects who...
Uncover Marketing Magic with Pardot Custom Redirects
The marketing magician has many tricks in the Marketing Cloud Account Engagement (Pardot) toolkit. One of those magical tools is the Pardot custom redirect. What makes a Pardot custom...
Sales Cloud 101 for Pardot Marketers
As Marketing Cloud continues to grow and integrate more and more with Salesforce, the good old days of marketers working in silos within Marketing Cloud Account Engagement (Pardot) are...
Marketing Cloud Personalization: 3 Use Cases and Implementation Tips
Salesforce Marketing Cloud Engagement has so many complex ways to create personalized experiences for the audiences the platform touches. And if you haven’t gathered from the title, Salesforce Marketing...
Why Salesforce and Marketing Admins Work Better Together
How often do your Salesforce and marketing platform admins talk to each other? Very little Not at all Only when things go wrong If you selected any of...
Pardot Dynamic Lists: Overview and Best Practices
Dynamic lists are by far my favorite Marketing Cloud Account Engagement (Pardot) automation tool. These “smart” lists automatically update and can be used for everything from Recipient and Suppression...
Salesforce Marketing Cloud Basics: Connect with Potential Customers
It’s a Salesforce Marketing Cloud basics 3-parter, y’all. In this three-part series, we’ll uncover the fundamental skills you should master when you’re getting started with Salesforce Marketing Cloud Engagement...
Rethink Your Lead Lifecycle for the Age of RevOps
New technology and shifting buyer expectations are pushing B2B companies to rethink their acquisition and retention strategies. Leaders across sales, marketing, and customer success are investing in centralizing their...
Don’t Let Good Leads Go Bad in Salesforce Queues
Many organizations assign Marketing Cloud Account Engagement (Pardot) prospects who are not yet sales ready to a “Cold” leads queue in Salesforce so data syncs and is available for...
What To Do in Pardot When Contacts Change Jobs
People change jobs all the time. Maybe they’re part of The Great Resignation. Or navigating a new career path after years of military service. But have you ever thought...
Creating a Custom Pardot Campaign Influence Model: Lessons Learned
Sometimes the standard Campaign Influence models that come with Marketing Cloud Account Engagement (Pardot) just don’t quite fit what you are looking to measure. We recently went through the...
How to Choose a Salesforce Marketing Reporting Tool
Not sure which Salesforce marketing reporting tool is the best for showing the results of your campaigns? With so many to choose from between Salesforce CRM, Marketing Cloud Account...
Pardot Scoring & Grading Lab
As inbound marketing efforts continue to grow across industries, marketers are having to come up with new ways to qualify the best of these new leads. Once they’ve been...
A Pocket Guide to Earning the Salesforce Associate Certification
Passing the Salesforce Associate Certification exam is a great way to show initiative when you’re looking to break into the Salesforce ecosystem or prove to your employer that you’re...
Blog About Salesforce: A Blog Post
Sure, Salesforce has all the resources customers and consultants need to figure out how to do things. So why are there so many Salesforce blogs out there? Salesforce bloggers...
Connected Salesforce + Pardot Campaigns: How They Rock Our World
Salesforce and Pardot connected campaigns bridge two distinct campaign reporting functions into one powerful feature. Prior to 2019, Salesforce and Pardot campaigns were independent of each other. But with...
Salesforce Native Reporting: Get More From Your Data
Salesforce has robust native reporting capabilities that come out of the box. But what happens when you need more? What CAN you do? This Salesforce native reporting overview will...
An Easy Guide to Salesforce Engage for Pardot Admins
Salesforce Engage is awesome because it lets marketing teams share content with sales teams. Sales reps can use marketing-approved email templates to contact prospects at the right moment and...
Everything Sales Users Should Know About Salesforce Engage
So, your marketing team has you all set up and ready to access a fancy tool called Salesforce Engage. Now what? Salesforce Engage is a super powerful way for...
Automation Facelift: Migrate Workflow Rules and Process Builder to Salesforce Flow
With Salesforce moving to Flow as its go to low-code automation tool, and Workflow Rules and Process Builder planned for retirement, it’s a good idea to migrate your existing...
Three Interaction Studio Features Marketers Should Look Out For
This blog delves into the value that Salesforce Marketing Cloud Interaction Studio provides to marketers (B2B and B2C). We’ll discuss Interaction Studio and its key capabilities with a focus...
Demystifying Pardot B2B Marketing Analytics Plus
With Pardot B2B Marketing Analytics Plus, you are able to bring external data, use an intuitive and customizable dashboard, activate Discovery Stories, and take advantage of Einstein Prediction Builder....
Breaking into the Salesforce Ecosystem: A Military Veteran’s Story
Merivis recently named Sercante as their “Partner of the Year” for 2022, and I couldn’t be more proud to be a #Merivet AND a #SercanteDragon. In the spirit of...
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...
7 Marketing Cloud Security Tips for a Hybrid Work Environment
You can keep your free snacks and ping pong tables. If we’ve learned one thing from the pandemic, it would be that employees really want the ability to work...
An Introductory Guide to Salesforce Flow for Marketers
Marketing and sales teams have a lot on their plates. Marketing is focused on generating interest and qualifying leads, and the Sales team is focused on closing deals and...
Using Pardot B2BMA as a Data Audit Tool
In this blog, we will talk about data completeness, data hygiene, and data completeness KPIs to get you to have a better understanding and practice with Pardot B2BMA as...
The Great Resignation: Filling Gaps on the Marketing Team
The Great Resignation has impacted businesses throughout the US for the last two years and more specifically, it has created a talent gap for many departments. Marketing teams in...
9 Essential Rules for Attending Salesforce Community Events
I just returned from an action-packed week at Connections (Salesforce’s banner event for marketers) and I gotta say — it feels good to be back with the Ohana. It’s...
8 Tips for Passing the Marketing Cloud Administrator Exam
Passing the Salesforce Marketing Cloud Administrator exam demonstrates that you have the skills to configure and administer Marketing Cloud products using industry and product best practices. And having that...
Supercharge Pardot Insights with Datorama
The marketing intelligence engine for Salesforce Marketing Cloud Engagement and Account Engagement (Pardot) is Datorama. It enables data-driven organizations to bring diversified marketing performance data together, unify it through...
How to Prevent 5 Awkward Email Sending Fails in MCAE (Pardot)
We’ve all seen email personalization mishaps. The power of Marketing Cloud Account Engagement (Pardot) is really in its capacity to leverage data coming in from Salesforce and Pardot to...
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...
How to Connect Marketing Cloud Engagement to Salesforce CRM
Does your marketing and sales data live in separate places? Do you want all customer details to live in one place? If so, Marketing Cloud Connect is the answer. ...
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...
Build Faster with These 3 MCAE (Pardot) Landing Page Builder Hacks
Have you ever finished working on an email template in the Marketing Cloud Account Engagement (Pardot) Email Builder with all of its convenient features like: Removable sections Repeatable sections...
Why Should Marketing Admins Have Salesforce Access?
Getting marketing team access to your Salesforce org breaks down company siloes and can lead to enriched data you can use for things like Einstein campaign reporting. So, you...
Get Ready for 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...
Email for Everyone: Creating Accessible Digital Marketing Assets
Accessibility has always been top of mind for me in everything I do. As someone with a disability, I am conscious of others who may be having similar struggles. ...
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,...
How To Use a Custom Opportunity Amount Field in Salesforce Campaign Influence Reports
Picture the scene… You’re using a custom amount field on your opportunities (or even multiple amount fields) in Salesforce. You notice that your Salesforce Campaign Influence reports are not...
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...
6 Things you Should Know Before Syncing Salesforce to Pardot
Knowing the who, what, when, and how of Salesforce and Account Engagement (Pardot) sync behavior is key to understanding how you can use the integration to your advantage. If...
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...
How to Pass the Pardot Consultant Certification Exam
You’ve conquered the Pardot Specialist exam* (Yipee!) and you’ve caught the Pardot bug. Next on your hit list is the Pardot Consultant exam, but what does it take to...
Campaign Reporting with Einstein for Pardot
I have a rather embarrassing story from my pre-Einstein campaign reporting days. When I started out as a Salesforce admin (i.e. I got told I was the new admin...
Capture Lead Source Data Using Cookies and Google Tag Manager
Looking for a way to capture lead source data from across pages on your website and pull that data into your CRM? Since we use Marketing Cloud Account Engagement...
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...
Everything Marketers on Salesforce Need for Google Analytics 4
On October 14 2021, Google announced a replacement for Universal Analytics, which they’re calling Google Analytics 4 (GA4). You might be wondering, how does this impact our businesses’ use...
Creating a Marketing Dashboard in Salesforce: Tips, Tricks and Examples
Creating a Salesforce marketing dashboard is an effective way to see how you are doing against your marketing targets. What channels are most effective for generating pipeline? How many...
How to Update iFrames & References to the Default Pardot Domain Before the Deadline
In early March, Salesforce announced changes to how it serves content via go.pardot.com. In short, this impacts your Pardot content that might be placed on your website through iFrames. ...
The Spot: A Community Resource for Marketers on Salesforce
Your Marketing Automation Platform (MAP) doesn’t exist in a vacuum. And neither do we. The Spot for Pardot is following a natural evolution we’re seeing in the marketing technology...
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...
Use Clone with Related to Templatize Pardot Campaigns
As a Pardot admin, I try to stay up to date on all the new features and functionality coming to the Pardot platform. Some new features are announced way...
Getting Started with a Pardot Email Preference Center
An email preference center creates a happy medium for you and your audience. It’s a place where your people can let you know what interests them so you can...
A Coffee Lover’s Guide to Default Pardot User Roles
When you have a ton of users in Pardot, controlling who has access to what they can view or edit takes time. But no one wants to spend a...
How to Use Flags in Tableau CRM to Create Many-to-One Relationships
Ever wished you could facet, filter and do other magic on a dataset that also had aggregated data from a summary table in Tableau CRM? There is a way!...
How to Develop Custom Lightning E-mail Components for Pardot
The Salesforce Winter ‘22 release introduced the ability to create a custom Lightning Web Component (LWC) for Lightning Email Content, and with Spring ‘22 we have the same ability...
Pardot Training: Connect Features to Sales and Marketing Strategy
Pardot (and marketing in general) does not suffer from a lack of resources; there are innumerable guides, blogs, white papers, walk throughs, opinions, perspectives, how to’s and how not...
How to Conquer Imposter Syndrome in the Pardot World
I seriously felt imposter syndrome as a professional in the Salesforce and Pardot community — but I overcame those feelings by learning everything I could through Pardot training courses...
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 Create Complex Pardot Lead Routing Rules with LeanData
Lead routing with Salesforce Sales Cloud and Pardot can trip up even the most experienced sales and marketing teams. And choosing the right lead management strategy and tools to...
New Pardot Feature: Custom Components for Email Content
The Pardot Winter’ 22 release includes a new way to add content to emails you create using the email content builder in Pardot Lightning. Custom components allow marketers to...
The Ultimate Pardot Admin Guide to Web Tracking Cookies
Undoubtedly, you’ve heard the conversations in the Pardot community about web browsers no longer supporting third-party web tracking cookies. If you haven’t, are you hiding in a cookie jar?...
5 Salesforce Campaign Tricks You Should Know About
If you’re new to using Salesforce campaigns, then this blog post is the perfect starting point. Use these 5 tips to make your life easier as you dip your...
Creative Ways to Spice Up Your Pardot Forms: Part 3
The 3rd and final part of the form customization series is finally here! In part 1, I showed you how to implement the popular floating label technique and how to...
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,...
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...
Get On Board with the New Pardot and Slack Integration (Beta)
Included in the Salesforce Winter ‘22 release is a beta feature that highlights the beginning of an integration between Pardot and Slack. Salesforce officially acquired Slack on July 21,...
How to be Successful with the Pardot Drag-and-Drop Landing Page Builder
In the Salesforce Winter ’22 release, Pardot launched the new drag-and-drop Landing Page builder, which allows users to create natively responsive landing pages and control when pages are published...
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....
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...
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...
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...
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...
How to Set Up Lead-to-Account Matching in Salesforce Using Flow
Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow can be...
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...
How To Automate Salesforce Campaign Naming Conventions
Campaign naming conventions are a must have. They keep your campaigns organized, improve reporting, and provide key information about the campaign at a glance. However, campaign naming conventions can...
How to Capture Every UTM Touchpoint in Salesforce
This post was originally published on February 2, 2021. After this post was published, Salesforce released the ability to check if a field has been changed. Previously, the solution...
How to Import Prospects Into Pardot While Ensuring Clean Data
The reliability of your data in Pardot and Salesforce is largely dependent on what you put in it and it starts with how you import prospects into Pardot. Luckily,...
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...
Creating a Pardot Spam Identification Process with Prospect Updater
Spam and junk data is the bane of my Pardot Admin existence. Nothing irks me more than seeing sales was notified of a form fill from [email protected], or that...
Nudge from Salesforce Winter ‘22: Switch to Pardot Lightning
Should you switch to Pardot Lightning? Probably. The Pardot Lightning App has been available since the Winter ‘19 release, but many Pardot users still prefer the comfort of Pardot...
How to Audit Dynamic Content and Variable Tag Usage with the Pardot API
Incorporating dynamic content and variable tags is an excellent way to personalize your emails, forms, and landing pages. But viewing where dynamic content and variable tags are in use...
Beyond Dynamic Content: How to Create REAL Content Personalization in Pardot
Dynamic Content is the built-in way to use Pardot to personalize marketing assets like emails. You can improve your email marketing performance, including click-through rates (CTRs), by providing the...
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...
Pardot Protected Campaign Member Statuses Solution
Get a solution for Protected Campaign Member Statuses in Pardot and step-by-step instructions for installation. We go through all the effort of setting up beautiful Salesforce Campaigns, naming standards...
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...
Recipe for success: Pardot B2BMA columns to rows
Learn how to change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM.
How to Prevent Lead Source From Being Overwritten in Salesforce
In this blog, I’ll walk you through how to prevent a lead source from being overwritten in Salesforce and how to activate and test it. Create a validation rule...
Use Accounts as Campaign Members in Pardot
The ability to designate Pardot Accounts as campaign members is finally here! Included in the Salesforce Spring ‘21 release is a beta feature that’s going to make many Pardot...
How to Add Toggles to Your Pardot Email Preferences Page
Looking for a way to spice up your Pardot email preferences page? Try using toggles instead of checkboxes. In this tutorial, I’ll show you how to create a preferences...
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...
Watch the Data Flow into Pardot with Zapier
If you’re like me, then you often work with marketing tools that do not integrate nicely with Pardot forms. Maybe they claim to have a ‘direct’ integration with the...
How to Become an Exceptional Pardot Admin
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...
4 Changes to Make to Your Campaign Page in Salesforce
One of my favourite Lightning features is customizing the campaign page using the Lightning App Builder. The drag-and-drop App Builder allows you to add tabs, reports and instructions to...
One Form, Two Pardot Orgs – Part 2
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...
MQL Reporting in Salesforce: Tips, Tricks and Examples
You have your lead lifecycle set up, your scoring set up, and the marketing qualified leads (MQLs) are flowing in. Now it’s time to pull reports in Salesforce to...
Content Personalization: Using Dynamic Content, Pardot HML, and Pardot Snippets
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...
One Form, Two Pardot Orgs – Part 1
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...
3 Free Pardot Landing Page Templates for Asset Downloads
Create beautiful, responsive landing pages in Pardot by using one of these 3 free Pardot layout templates. These landing page templates are designed specifically for gated assets such as...
Beautiful Pardot Forms: Styling Checkboxes and Radio Buttons
Your Pardot forms don’t have to be boring. With a little extra CSS you can create beautiful Pardot forms with customized checkboxes and radio buttons. In this tutorial, I’ll...
Planning for your Pardot Business Unit Implementation
Implementing Pardot Business Units (PBUs) is like putting together a very intricate puzzle where you have to analyze each piece before putting it into place. There are a lot...
Pardot Marketing Data Sharing: Tips, Gotchas, and Setup
Wait, what is Marketing Data Sharing?!? If you are not familiar with Marketing Data Sharing, it essentially allows you to restrict which leads, contacts, opportunities, and/or custom objects are...
How to Add Reports To Your Campaign Page Layout in Salesforce
Did you know you can add report charts to your campaign page layout in Salesforce? Adding report charts will give you insight into a particular campaign’s performance without creating...
How to Get a List of Pardot Business Units For Your App Programmatically
As our Pardot integrations are coping and adjusting to using the Pardot API with Salesforce SSO users, one of the new requirements is to provide the Pardot Business Unit...
Salesforce Reporting Tip: The Number of Accounts Touched By Campaigns
Want to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? This metric can be difficult for marketers to pull in Salesforce because reports by default...
How to Add Unsubscribe Reason to a Pardot Unsubscribe Page
In this post, I’ll show you how to create a page that asks for feedback as to why the prospect is unsubscribing. The goal is to use the standard...
Duck, Duck, Goose: How to Play with Pardot Snippets
Snippets were added to the Pardot functionality toolset fairly recently as a way to help the marketers of the world stay organized and reuse their content across multiple templates...
21 Resources to Level-Up Your Pardot Emails In 2021
Nearly 90% of marketers are using email (think tools like Pardot) to reach their audiences on a weekly basis, according to Oberlo. And people get roughly ~120 emails a...
How to Create a Campaign Calendar in Salesforce
Did you know you can create a calendar based on any custom object in Salesforce – without using an app? Yes, this applies to the campaigns object as well....
Single Pardot Form, Multiple Completion Actions
Have you ever wished you could have multiple conditional form completion actions in a single Pardot form? If you answered “OF FREAKIN’ COURSE I HAVE”, you’re in luck because...
How to Use Process Builder to Stamp The Last Campaign at MQL in Salesforce
Want to know which one of your marketing campaigns is causing the lead to reach your MQL threshold? You can stamp this information on the lead by creating two...
The Ultimate Guide to Capturing UTM Parameters in Pardot
You might already be using UTM parameters to track your marketing campaigns with Google Analytics, but are you capturing that information when a prospect is created in Pardot? Capturing...
Common Pardot Salesforce Connector Errors & How to Fix Them
Let's digest the three most common Pardot Salesforce Connector errors we see marketing automation admins continuously face.
Salesforce Pardot Specialist Certification Practice Exam
Ace your Salesforce Certified Pardot Specialist exam by using this practice exam to test your Pardot knowledge. This practice test contains 50 multiple choice questions and covers most of the topics on the...
Considerations for Integrating Pardot + Sitecore
Sitecore is a powerful Website Content Management System. We can use Sitecore and Pardot together to great effect. There are a few Sitecore capabilities which we will want to...
How to Add Custom Fields to Campaign Members in Salesforce
The campaign member object in Salesforce represents the association between a campaign and a lead or a contact. While some standard lead and contact fields are available for the campaign member...
How to Use Flex Fields in Pardot
What are Flex Fields? Flex fields are custom fields that can be used repeatedly to limit the number of one-time-only fields within Pardot and Salesforce. They contain data that...
How to Automatically Create Campaign Member Statuses in Salesforce
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the...
The Right Way To Embed a Pardot Form on a Website
Pardot offers 2 methods for embedding forms on your website; embedding using an iframe, and form handlers. While the embedded iFrame forms allow marketers to have control over updating and configuring the forms,...
Account Scoring in Salesforce: How to Summarize Lead Score for Accounts
Already have lead scoring set up and want to take it a step further? Lead scores can be summarized for all related Leads and Contacts to the Account with...
Prove the Impact of Conversational Marketing with Campaign Influence
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...
How To Map Lookup Fields in Pardot
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...
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...
Campaign Influence Starter Pack: The Easy Button to Prove Results from Pardot
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...
A Pardot Admin FAQ: “Why do my emails break when forwarded?”
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...
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...
Creative Ways to Personalize Your Marketing with Pardot Advanced Dynamic Content
Before we dig into the meat of this post and some cool ways you can personalize your marketing efforts with Pardot Advanced Dynamic Content, let’s take a step back...
How to Create an Engagement Program to Automate Sales Follow Up in Pardot
Your event or webinar has finished and now it’s time for sales to follow up on those leads. A great way to automate sales follow up is to create...
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...
How to Add an Opt-in Message & Privacy Policy Message to Pardot Forms
GDPR and CASL compliance are just a few reasons to add an explicit opt-in message or a privacy policy to your Pardot forms. In this post, I’ll show you...
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,...
Salesforce Certified Pardot Consultant Exam: Flashcards, Resources & Tips
Are you already a Salesforce Certified Pardot Specialist? Do you have around 12 months or more of hands-on experience implementing and administering the Pardot Lightning App and Salesforce platform?...
4 Tips to Get Sales to Actually Use Salesforce Engage
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...
How to Use Pardot Form Handlers
Pardot form handlers allow you to use your forms to post your data to Pardot. A Form handler is a great alternative to use instead of Pardot iFrame forms....
Quick Tip: How To Bulk Create Campaigns in Salesforce
Bulk creating campaigns in Salesforce is a great way to plan your marketing initiatives for the month or the quarter. You can upload your campaign targets as custom fields,...
15 Resources To Make The Most Of Your Landing Pages: The Ultimate List for Pardot Admins
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.
7 Tips for Organizing Your Campaigns in Salesforce
Salesforce campaigns can help you track each of your marketing initiatives in detail. These can include online advertisements, emails, or more specialized marketing events such as demos and tradeshows....
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 Pardot Sandbox: 9 Need-to-Knows About this Critical Feature
Have you heard the news? At long last, Pardot Sandboxes have arrived — sparking joy in the hearts of many admins. Here are 9 need-to-knows to keep in mind...
Scoring Categories and HML: The Peanut Butter and Chocolate Moment
Let’s start by saying that if you’re not using scoring categories in Pardot, you probably should be. If you offer more than one solution or service or have multiple...
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...
Pushing Pardot: How to use Dynamic Content With More Than 25 Options
Pardot Dynamic Content is great, but only if you need fewer than 25 variations for a piece of content. “MORE THAN TWENTY-FIVE VARIATIONS?” …you might be thinking. “Perhaps you...
How Pardot Admins Can FINALLY Bury the Hatchet with Sales
The relationship between sales and marketing departments is not always the stuff dreams are made of. In fact, sometimes it can be a real nightmare with both sides pointing...
A Beginners Guide to Date Stamping in Salesforce
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead...
4 Tips for Avoiding Email Fatigue in Pardot
Congratulations! Your email campaigns are rocking — engagement and revenue are up. Your boss has also noticed your handiwork and, in the spirit of “no good deed goes unpunished,”...
Pardot Scoring Category Basics: What, How & Why
Have you updated your scoring & grading recently? This is one of the most impactful and often underutilized areas of Pardot. In a recent blog post, I broke down...
5 Tips to Improve Your Pardot Email Templates
New year, new… email marketing game? This article covers a few quick tips and tools to level up your email marketing game with Pardot.
How Marketing Automation Saved My Bacon… Twice
I’ll admit it. As a marketing professional, I was a bit nervous the first time that I heard the term “marketing automation.” My first thought was that somebody was...
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...
Pardot Grading 101: How to Rate The Quality of Your Prospects
Pardot Grading is a great way to identify prospects who meet your ideal buyer persona, but I find a lot of Pardot users neglect to set up their Grading...
How to Update Salesforce Picklists & Keep In Sync with Pardot
A question I come across a lot in the Pardot and Salesforce Success Community is how to change Salesforce picklist values on a field synced with Pardot. A recent...
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...
Creative Ways to Spice Up Your Pardot Forms: Part 2
The 2nd part of the form customization series is finally here! In part 1, I showed you how to implement the popular floating label technique and how to create searchable,...
How to Add Character Limits to Fields in Pardot Forms
I tend to nerd out when it comes to advanced form styling in Pardot. I get personal satisfaction from taking a form beyond its default “out-of-the-box” capabilities to meet...
Why Pardot Admins Need Coding Skills
Pardot is designed to be an easy-to-use, flexible tool to power email marketing and automated communications with clicks not code. But let’s be real: code is pretty darn handy,...
When Account-Based Marketing Meets Conversational Marketing
I’ve always been kind of “meh” on the term account-based marketing (ABM) because it is so frequently misused. Some vendors try to use the label “ABM” to define a...
11 Tips for Building Stunning & Flexible Email Templates in Pardot
If I hear someone complain that they don’t like the email and landing page editor in Pardot, my first thought is: “your implementation partner didn’t set your templates up...
Using Preview & Preheader Text in Pardot to Encourage Opens: Questions & Answers
The first hurdle is deliverability and getting into a user’s inbox. The next one is enticing email opens. Learn how to leverage preview text to encourage opens.
How Pardot Handlebars Merge Language Improves Personalization
I’ve been enjoying the last few weeks of summer… particularly Pardot’s announcement to update to the syntax of their variable tags from Pardot Merge Language (PML) to Handlebars Merge...
Junk Data in Your Pardot Org: Why it Matters and How Admins Can Mitigate & Manage It
Junk data — it’s an inevitable problem in any Marketing Automation system. I’m talking about the [email protected] prospects of the world and other erroneous records that you just don’t...
Conversational Marketing: What is it & What Does it Mean for Pardot Customers?
Hey Pardot friends, Maura here from the team at Qualified. I’m excited to have the chance to connect with this group of Pardot superfans! Today I want to dive...
7 Ways to Clean Your Mailable List in Pardot (& One Thing to NOT Do)
You may want to devote time to keeping a clean mailable list in Pardot on a regular basis. Pardot has a default limit of 10,000 mailable prospects in an...
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:...
A Better Way to Add Long Lists of Values to Rule Criteria in Pardot Dynamic Lists
Dynamic lists in Pardot rock. They’re one of my favorite things to demo to a customer who has been working with Mailchimp or a legacy MAP that’s not connected...
How to Integrate Gravity Forms With Pardot
Gravity Forms is one of the easiest tools to create advanced forms for your WordPress website and with some customization they can be integrated with Pardot. In this post,...
Pardot Operational Emails: 7 FAQs on How & When to Use Them
Are you trying to send something to opted out prospects in Pardot and wondering if operational emails could be a fit? This article breaks down everything you need to...