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Marketing Cloud Engagement is a great tool and it offers a wide range of functionality and various capabilities. But, as with all software, there are always limitations that leave...
In the beautiful sunshine and chill vibes of Clearwater Beach, FL, Salesforce community members of all kinds came together recently for Florida Dreamin’. The Dreamin’ events are community-led Salesforce...
Recently I was perusing the Salesforce IdeaExchange for interesting features to upvote and came across a common issue with over 4k upvotes, “Automate contact owner update when account owner...
The 2023 MarDreamies Awards inspired the marketing community and wowed the judges as they announced this year’s winners at the fourth MarDreamin’ conference that took place from October 31...
Living in a fast-paced world of technology, it’s easy to get caught up in the whirlwind of innovation and lose sight of the human element. We can occasionally prioritize...
If you’re new to Marketing Cloud Engagement, you may be feeling overwhelmed. Salesforce’s powerful marketing platform can do a lot. And that comes with a steep learning curve. I’ve...
One of the biggest trouble spots I see with customers customizing in CRM Analytics and B2B Marketing Analytics (B2BMA) is using recipes and joins — specifically when it comes...
A Campaign Member’s First Associated Date records the date a Lead/Contact became a member of a Salesforce Campaign, and it’s a great metric to use in your reporting. First...
Marketing Cloud Intelligence (previously known as Datorama) is a tool that offers many potential uses. But with those uses comes the uncertainty that you are using the tool to...
It’s very common for sales and marketing teams to leverage title-based “personas” to influence their activities. Knowing who you are speaking to can radically alter the message content, type,...
One of the great things about Account Engagement is that the same fields can be used over and over again for different interactions while keeping the full history of...
Today’s trailblazers in the higher education industry are facing trends and challenges that they have not had to before. Navigating a recent global pandemic, the rise of artificial intelligence,...
In the world of digital marketing, a seamless and visually captivating user experience is crucial to capturing your audience’s attention and driving conversions. For Marketing Cloud Account Engagement users,...
Are you a small business owner who is interested in using Salesforce for your business all the way up until you saw the pricing? If so, Salesforce Starter was...
Event marketers face unique challenges. They need to create memorable, unique, and meaningful experiences that align with their brand and connect with their audience all the while staying within...
Marketing Cloud Account Engagement Progressive Profiling is an out-of-the-box functionality and a powerful solution for B2B marketers who want to get detailed prospect data without overwhelming them with a...
If your Marketing Cloud Account Engagement (Pardot) email looks broken and you can’t figure out why, then you’re in the right place. In this post, we’ll look at common...
Deciding if you’re ready to team up with an analytics reporting partner or consultant can be a real head-scratcher. How do you even know if you are ready? But...
If you’re getting ready for a Salesforce Data Cloud implementation, then this post will get you ready for it. There are so many buzzwords with this particular Salesforce product...
The last blog post in this 3-part series may have left you wondering if you should buy or build a customer data platform (CDP). We’ll answer that question in...
Thinking about implementing a CDP? Understanding the main components of a customer data platform (CDP) is a good way to make the decision. A CDP is not a marketing...
A customer data platform (CDP) is a unified customer database where many different external and internal sources are collected, cleaned, and aggregated to build rich individual customer profiles. These...
It’s time to launch another email campaign and the anxiety sets in. You have a variety of people on different teams who want their eyes (and opinions) on your...
Account Engagement (fka Pardot) Scoring Categories and Lightning Builders are two great features to amp up your marketing and segmentation efforts, but they don’t exactly connect like typical Account...
GDPR, CPRA, the end of third-party cookies: data privacy is a hot topic among digital marketers, but it’s not just advertisers who should be worried. If your marketing strategy’s...
Prospect inactivity tells us just as much about a prospect as their activity does. An inactive prospect has a lower interest level and less openness to learn more about...
The introduction of Hyperforce is one of those revolutionary milestones for Salesforce customers. That’s because migrating to Hyperforce is going to give Salesforce customers options when it comes to...
Adobe’s Marketo and Marketing Cloud Account Engagement (f.k.a. Pardot) are two of the most common marketing automation platforms I’ve worked with in my career as a marketer. When migrating...
It’s here! It’s finally here! It’s the Account Engagement Business Unit Bulk Asset Copy Flow. Marketing Cloud Account Engagement (f.k.a. Pardot) Business Units have become my niche over the...
Hey there! So, I wanted to chat with you about something that can be a bit tricky but super important in the world of marketing: capturing UTM parameters. You...
Marketing Cloud Account Engagement (Pardot) offers the opportunity for marketers to give their sales team the information they’ll want, notifications worth paying attention to, and truly actionable insights about...
Handling multiple languages with Account Engagement (Pardot) forms has always been complex — especially when it comes to reporting. But there is a way to multi-language Account Engagement forms. The...
The majority of Salesforce training you’ll find in the world is conducted in English. But things are changing as the platform grows in other parts of the world. We’ve...
Marketers often overlook code literacy, outsourcing anything code related to website or email developers. But understanding some coding basics, such as HTML, benefits the everyday marketer more than they...
Account-based marketing (ABM) is a powerful strategy to target and engage high-value audiences. But to work effectively, it requires a significant operational lift to ensure that your team is...
Before the advent of Data Cloud and Customer Data Platforms (CDPs), businesses strived to integrate their data into their CRM to obtain a holistic view. If you’re considering another...
Migrating from one marketing automation platform (MAP) to another can be nerve wracking. You are bound to be overwhelmed and not know where to start. But I once had...
Account Engagement (Pardot) Optimizer BETA was released with the Spring ‘23 new features, but it has become “Generally Available” as of the Summer ‘23 release. This new feature promises...
Contrary to the opinion of just about everybody in marketing, all your marketing leads are not “Hot” and the sales team is not lazy. The issue is that sales...
Congratulations to the 2023 class of Salesforce Marketing Champions! We are honored that some of our own Sercante dragons were selected as part of this prestigious group this year....
Salesforce is upping their game in the race to incorporate the latest generative AI tools into their products. Announced during Salesforce Connections on June 7, Marketing GPT and Commerce...
As a marketing administrator within Salesforce, it is essential to understand your audiences and create a winning audience segmentation strategy. Without segmenting your audience, you will target the same...
Salesforce is introducing something pretty exciting for orgs that have little wiggle room while assigning licenses to Salesforce users. A new type of license called “Salesforce Integration User” is...
So, you’ve decided to take the next steps in your career and earn your Salesforce Administrator Certification. Yay! This might be your first journey into the Salesforce platform or...
So you’ve spent hours gathering requirements, picking datasets and creating the most beautiful report the world has ever seen. And then, while presenting your amazing work to leadership you...
In our wonderful digital world, it’s becoming increasingly difficult to track offline events and interactions with marketing and sales efforts. People still love sending gifts in the mail to...
Imagine this — your marketing team is generating more leads than ever before. And at the same time, you’re facing a reduction in sales team staff. Sounds impossible to...
A score in Marketing Cloud Account Engagement (Pardot) is a numerical figure that is assigned to prospects once they engage with a tracked marketing activity. This could be anything...
Email marketers swim in constant data. While analytics often inform decision making, the flip side of that coin means your competitors also use data to do the same. To...
The surest way to get a reaction from any Salesforce Admin is to mention multi-select picklists. They are notoriously hard to report on and can be challenging at times....
Salesforce Marketing Cloud Personalization (Interaction Studio) is a fantastic platform to add to your marketing toolset. But starting a Marketing Cloud implementation can be daunting, especially when it is...
In today’s international and digital business landscape, modern marketers often coordinate messaging and strategy across multiple countries or regions. Luckily, Marketing Cloud Account Engagement (Pardot) is an ideal tool...
Lead nurturing is a crucial aspect of the marketing and sales process. That’s because not all leads are ready to convert into paying customers immediately. By building relationships with...
You are 72% more likely to keep reading a blog post when the author uses a data point in the first sentence. That’s because sharing numbers makes it sound...
Looking for a way to view your Marketing Cloud Account Engagement (Pardot) data within Salesforce? Not fully satisfied with data you’re able to view in the Account Engagement Reports?...
One of the most common assignment needs for Salesforce leads and cases is to circulate these via a round robin assignment process. But assignment in the marketing, sales or...
Lead nurturing programs play a critical role in the sales process. That’s because nurtured leads have a shorter sales cycle and generate more sales-ready leads at a significantly lower...
Like the title says — if you’re a Salesforce user, then you should be deleting your marketing contacts on a regular basis. Okay, hear me out. Of course I...
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....
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%...
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...
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...
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)...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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. ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
How often do your Salesforce and marketing platform admins talk to each other? If you selected any of the above, you’re not alone. I’m here to tell you, no...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 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...
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...
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...
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...
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...
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....
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...
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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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. ...
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...
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: …only to start editing...
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...
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...
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. ...
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,...
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...
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...
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...
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...
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. ...
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...
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...
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...
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...
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...
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...
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...
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...
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 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...
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. ...
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...
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...
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...
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...
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...
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!...
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 (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...
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...
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...
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,...
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...
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...
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?...
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...
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...
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 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...
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...
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,...
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...
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....
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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
Learn how to change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM.
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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....
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