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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....
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...
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...
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...
Let's digest the three most common Pardot Salesforce Connector errors we see marketing automation admins continuously face.
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...
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...
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...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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,...
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?...
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...
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....
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,...
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.
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....
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...
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...
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...
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...
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...
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...
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...
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...
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,”...
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...
New year, new… email marketing game? This article covers a few quick tips and tools to level up your email marketing game with Pardot.
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...
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 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...
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...
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...
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,...
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...
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,...
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...
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...
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.
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 — 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...
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...
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...
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:...
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...
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,...
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...
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...
Dear Salesforce Admins everywhere, I realize you may not have had to work that closely with us marketers before. And that not all of us have taken the time...
The Pardot Google Analytics connector is awesomesauce. And it’s remarkably low maintenance — but there are some nuances, and it’s still one of the things I get the most...
We have more data than ever to gauge marketing performance. The Don Draper era: “I know half of my advertising is wasted, I just don’t know which half” …just...
For the past year, my marketing team has had the joy of testing half LinkedIn lead gen forms and half Pardot Landing Pages with LinkedIn’s Sponsored Posts. Let’s revisit...
I’m noticing a trend. People hate their marketing automation platform implementation partners. On at least a weekly basis, a prospective customer or a Salesforce AE with a red account...
Looking for some creative ways to spice up your Pardot forms? In this post, I will show you how to implement the popular floating label technique in three easy...
Valentines day is the perfect day to give somebody something special. So I wanted to share a resource with the Pardot community to address a longstanding pain point: Auto-fill...
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...
In this tutorial, I will show you how to turn the default Pardot email preference page into a preference page that matches your brand. You will learn how to...
Okay, real talk time. Not all companies who implement marketing automation are met with wild success and find themselves on the stage at Dreamforce. For every one of those...
As B2B marketers, we spend a lot of time thinking about the buyer’s journey… maybe drawing cool looking funnels… mapping our content to different decision making phases… you know...
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...
Learn how to build a net promoter score (NPS) survey directly in Pardot. I will show you how to create an NPS survey that asks the recipient to give...
A recent post focused on pros and cons of insourcing and outsourcing Pardot work. The TL;DR of that one: there are great reasons for and against either approach. But...
You might already be tracking MQLs in Salesforce or in Pardot, but are you tracking all the information you need for enhanced reporting? I’ll walk you through the 3...
“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...
Create beautiful, responsive landing pages in Pardot by using one of these 2 free Pardot layout templates. These landing page templates are designed specifically for events such as webinars...
In this tutorial, I’ll show you the best way to create a two-column Pardot form. This is a follow up on my original post How to Create a 2 Column...
Do I grow the skills needed to manage marketing operations in-house, or do I partner with an agency/consultant? This is a never ending debate for marketing teams and business...
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...
Become a pro at editing and creating Pardot landing pages, by using these 5 tips. These tips come from questions that are frequently asked within the Trailblazer Community and tips that...
I’m attending Connections and Texas Dreamin’ this week and couldn’t be more excited. When talking about these events with other consultants and business owners, several have dismissed them saying:...
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....
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...
Customized experiences are key — even if they’re for customers opting out of your messages. Learn how to customize your Pardot unsubscribe page in this post. You can also...
GIFs are a staple of Twitter and Slack, and sometimes they convey your message JUST RIGHT in a way that no words or static image can.
One of my favorite Pardot AEs texted me about the Pardot user sync as soon as it was publicly announced, asking what I thought of it. I told her...
Ace your Salesforce Certified Platform App Builder exam by using this practice exam to test your knowledge. This practice exam contains 45 multiple choice questions and covers most of...
Salesforce Surveys is now available with the Spring ’18 release! This new feature allows you to create easy-to-use forms for collecting feedback and data by using a simple editor....
Sara McNamara and I were chatting about this question the other day: Why is there so much turnover in marketing automation roles? An optimist might conclude marketing automation managers...
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...
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...
Accessibility of digital content is something that hasn’t really been on my radar before. Like, at all. Didn’t even know it was a thing. I first heard about it...
Listicles. I hate them. Truly despise them. But then also kind of love them. If you’re not familiar with this buzzword, a listicle is an article that — you...
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...
There are many ways to include a Pardot form on your WordPress website. And choosing the best method depends on your specific use case. For example, you can use...
Using Eventbrite to manage your events, and Pardot for your emails and marketing automation? The good news: they integrate! The bad news: only sorta. Let’s break it down. Setting...
In this tutorial you will learn how to use a Pardot form to gate content on a page. Gated content allows you to capture a lead’s information, by asking...
In this tutorial, I will show you how to show/hide dynamic content based on URL parameters for any web page. This solution uses HTML, CSS and JavaScript instead of...
In this tutorial, I will show you how to create a pop-up form that can be placed on a Pardot landing page. I will go over 2 methods, opening...
There’s currently no feature for Pardot forms that allow you to use placeholder text instead of the label text. So, in this tutorial, I will show you how to...
A couple months ago I wrote a tutorial on how to use UTM parameters to capture lead source. The tutorial is an in-depth overview of how to capture URL parameters...
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