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# unfetteredmarketing.com

Bill Fetter, Salesforce and Pardot Consultant

## Sitemaps

- [XML Sitemap](https://unfetteredmarketing.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [UnFettered Blog](https://unfetteredmarketing.com/blog/)
- [Slack Markdown, @Mentions, and other Tricks for the New MCAE (Pardot) Slack Connector](https://unfetteredmarketing.com/post/slack-markdown-mentions-and-other-tricks-for-the-new-mcae-pardot-slack-connector/) - Now that the Pardot (Marketing Cloud Account Engagement / MCAE ) Slack connector is out of beta, more people are probably willing to give it a go. Especially in combination with the new Conditional Completion actions, this opens up a whole new realm of interesting possibilities. Let's explore one important one: existing customers/existing Salesforce records.
- [The Difference Between Interest and Intent](https://unfetteredmarketing.com/post/the-difference-between-interest-and-intent/) - How do you know the difference between a good lead and a bad lead? It really comes down to a simple analysis of interest and intent. Interest is where someone has shown themselves to have some curiosity about your product or service. They might have downloaded a white paper, visited your website, or stopped by
- [Build a Native QR Code Event Ticketing System in Account Engagement](https://unfetteredmarketing.com/post/build-a-native-qr-code-event-ticketing-system-in-account-engagement/) - 2023 was my 4th consecutive year presenting at Mardreamin', a virtual conference for all things Salesforce Marketing, including Account Engagement (f/k/a Pardot), Marketing Cloud and more. This year's presentation was a demonstration of how you can run a small scale in-person event with a ticketing system completely native inside of Account Engagement. This is ideal
- [How to build Round-Robin Lead Assignment in Account Engagement](https://unfetteredmarketing.com/post/how-to-build-round-robin-lead-assignment-in-account-engagement/) - Did you know that in the early days of Pardot (Account Engagement) that you actually had a choice of more than one CRM it would connect to? Wild, right? It was also possible to just use it on it's own as a sort of CRM unto itself. Those days are long gone, of course, but
- [Why won't my Email Templates show up in Email Content in the Drag and Drop builder?](https://unfetteredmarketing.com/post/why-wont-my-email-templates-show-up-in-email-content-in-the-drag-and-drop-builder/) - There has been a lot written and discussed about the new Account Engagement (f/k/a Pardot) Lightning Drag and Drop email builder and whether it's a worthy successor to the classic builder in terms of functionality. One thing I've noticed in the past 18 months is there are two recurring common "gotcha" problems with developing and
- [How to Update the Image on a LinkedIn Post after it's been Posted](https://unfetteredmarketing.com/post/how-to-update-the-image-on-a-linkedin-post-after-its-been-posted/) - Occasionally, groups don't communicate well internally. Sometimes a link is posted on social to a website page before the page is "totally" ready. And maybe you end up with an image in that social post that has already been posted that was just meant to be a placeholder and not the real image. Or perhaps
- [The difference between Salesforce List Email and MCAE List Email](https://unfetteredmarketing.com/post/the-difference-between-salesforce-list-email-and-mcae-list-email/) - Salesforce has been on a renaming tear lately. Lots of products, especially in the marketing space, have been renamed. This hasn't always resulted in more clarity. Pardot is now Marketing Cloud Account Engagement, while Marketing Cloud Messaging/Journeys is now Marketing Cloud Engagement. Some of the larger renamings have gotten a lot of attention. One subtle
- [How to Create a Closed Loop Automation with Account Engagement (Pardot) and Calendly](https://unfetteredmarketing.com/post/how-to-create-a-closed-loop-automation-with-account-engagement-pardot-and-calendly/) - I've written previously on how to pass variables to Calendly using Handlebar Merge Language (HML) so that your prospects can have their contact details pre-populated on the booking form. Now, how about closing the loop by telling Account Engagement (f/k/a Pardot) when someone actually books a meeting? With a paid Calendly plan, this is actually
- [How to Capture UTM Parameters in Account Engagement (Pardot)](https://unfetteredmarketing.com/post/how-to-capture-utm-parameters-in-account-engagement-pardot/) - Are you looking for a way to capture UTM parameters across multiple site visits and different pages? Here's a (relatively) easy way to do it with minimal programming experience necessary. I spoke at Dreamforce 2022 and Mardreamin' 2022, demonstrating an easy method to capture inbound UTM variables from third party sites and advertising links and
- [How to Bulk Download your Account Engagement (Pardot) Files](https://unfetteredmarketing.com/post/how-to-bulk-download-your-account-engagement-pardot-files/) - Those of you with long-lived Account Engagement instances (from back when it was called Pardot 😁) may have file repositories with a lot of stuff in it, and it's time to do some cleanout. That "stuff" doesn't always have the easiest to understand names. Or you might be getting to your limits and REALLY need
- [How to Create Custom List Views for the Email Content Object of the Lightning Email Builder](https://unfetteredmarketing.com/post/how-to-create-custom-list-views-for-the-email-content-object-of-the-lightning-email-builder/) - This article pertains to the Account Engagement Lightning Email Builder, and the associated Email Content tab in the Account Engagement App in Salesforce-- just to be perfectly clear what we are referring to!! Specifically, why does this object not behave like any other list view in Salesforce and allow you to create custom list views?
- [How to Integrate LinkedIn Lead Gen Forms with Account Engagement (Pardot) - video](https://unfetteredmarketing.com/post/how-to-integrate-linkedin-lead-gen-forms-with-account-engagement-pardot-video/) - This is a video presentation from the Tampa Account Engagement (Pardot) user group that walks through this process that I outlined in an earlier blog post. While there are several ways to send LinkedIn Lead Gen forms to Salesforce (including this integrated method), if you are using Account Engagement (Pardot), there is one method that
- [Use this simple trick to quality check your list email builds before sending](https://unfetteredmarketing.com/post/use-this-simple-trick-to-quality-check-your-list-email-builds-before-sending/) - You should be using the built in email render testing in Account Engagement (F/K/A Pardot) to check the appearance of your emails before sending every single time. This feature is, unfortunately, only available in the higher package levels. If you have it, you should be using it. This is because every time you write a
- [Flows vs Engagement Studio: What to use When?](https://unfetteredmarketing.com/post/flows-vs-engagement-studio-what-to-use-when/) - I recently gave a talk to the Philadelphia Trailblazer marketing user group, discussing how to think about and apply the two multi-step automation tools that we have available to marketers using Account Engagement (Pardot). These tools are Engagement Studio and Salesforce Flows. There's also some cool tips on expanding the capabilities of Conditional Completion Actions.
- [How to Submit LinkedIn Forms to Pardot (Account Engagement) via Zapier](https://unfetteredmarketing.com/post/how-to-submit-linkedin-forms-to-pardot-account-engagement-via-zapier/) - LinkedIn has always been criticized as a bit of a walled garden. They would prefer that you do everything within the confines of the platform. I can't tell you how many times I've had to explain that a LinkedIn Sales Navigator subscription will not allow you to export contacts from LinkedIn to your CRM. The
- [Maximizing Account Engagement: Form Field Inputs allows Flexibility in Data Collection](https://unfetteredmarketing.com/post/maximizing-account-engagement-form-field-inputs-allows-flexibility-in-data-collection/) - Here's a little trick that can come in handy when you are building Account Engagement native forms. The form's data type and input method does not have to match its Salesforce (or even the Account Engagement) counterpart. Said another way, the form's field options are completely flexible and you can use them to suit your
- [Everything you need to know about using Salesforce Record Types with Account Engagement](https://unfetteredmarketing.com/post/everything-you-need-to-know-about-using-salesforce-record-types-with-account-engagement/) - Did you know that you can work with different lead and contact record types with Account Engagement? This is one of those capabilities that unless you have a strong Salesforce administrator knowledge, a marketer might not even know about, but for the orgs that use multiple records types, it's an interesting capability to have available,
- [5 ways to Push Prospects from Account Engagement to Salesforce](https://unfetteredmarketing.com/post/5-ways-to-push-prospects-from-account-engagement-to-salesforce/) - With all the alignment that's come in recent years between Marketing Cloud Account Engagement (aka MCAE aka Pardot) and Salesforce, there's still one advantage of the Account Engagement database of prospects still remaining separate, and that is we as marketers we are not always "ready" to hand over a record to sales the moment it
- [Make this 30 Second Update in your Account Engagement Account Right Now](https://unfetteredmarketing.com/post/make-this-30-second-update-in-your-account-engagement-account-right-now/) - There's a fairly recent update to Account Engagement that everyone should enable in their accounts right away, it only takes a few moments but it provides peace of mind and security that matters now more than ever. The setting restricts iframing of your Account Engagement assets to only the domains you specify. This help article
- [How to get around the Conditional Completion Action Limitations in Account Engagement](https://unfetteredmarketing.com/post/how-to-get-around-the-conditional-completion-action-limitations-in-account-engagement/) - If you've been working with Conditional Completion actions in Account Engagement for a while (here's my overview if you'd like my take on it) you may have run into one of it's downsides: there's a hard limit on the number of things you can put in completion actions now. That hard limit is what I
- [Conditional Completion Actions Overview](https://unfetteredmarketing.com/post/conditional-completion-actions-overview/) - The eagerly awaited conditional completion actions feature is now available in Summer '22 release of MCAE/Pardot. So what can you do with them and what are the limitations? I recently explored this topic in a presentation to the Marketing Life Hacks community group. Some things we discussed in this session: Limitations: the 1/6/16 Rule, plus
- [The Pardot Resubscribe Prospect Gotcha](https://unfetteredmarketing.com/post/the-pardot-resubscribe-prospect-gotcha/) - The long awaited "Allow Prospect to Resubscribe" feature in Pardot is a dream come true for many marketers that have prospects that frequently return their site, and would like a way to remind them that they've opted out of email communications. In brief, the feature will show a message right on a Pardot form that
- [Start Tagging Assets in Pardot](https://unfetteredmarketing.com/post/start-tagging-assets-in-pardot/) - Tags seem to be one of the more underutilized features in Pardot. And even more underutilized than using tags on prospects is using them on assets. I'm sure a few of you are saying now-- "Wait, what are you even talking about?". Just like you can tag a Pardot prospect, you can tag lists, forms,
- [Can you create two records in Pardot from one form handler?](https://unfetteredmarketing.com/post/can-you-create-two-records-in-pardot-from-one-form-handler/) - What if you had a scenario where you wanted to create 2 Pardot records from a single form submit? For example, you wanted to offer a way to register someone "on behalf of" someone else for for an event. Ideally you would end up with 2 records here: one for the person submitting and one
- [How to Create an NPS Survey in Pardot](https://unfetteredmarketing.com/post/how-to-create-an-nps-survey-in-pardot/) - I've heard the question more than once: "Can you do a simple survey in Pardot?" The answer is an unqualified "Yes!" And the most recommended type to use in Pardot is the Net Promoter Score (NPS) type survey. The reason is that it's very simple to deploy, and it's only 2 questions that never change.
- [Opted Out vs Do Not Email](https://unfetteredmarketing.com/post/opted-out-vs-do-not-email/) - In Pardot it's definitely not the same thing... It seems so simple, doesn't it? Email Opt Out. Until you look at Pardot and see that there's 2 fields-- Do not Email and Opted Out. So what does each mean and how are you supposed to use them? Let's start with what each field means. Opted
- [Pardot's New 2-Click Unsubscribe: not perfect, but enable it anyway](https://unfetteredmarketing.com/post/pardots-new-2-click-unsubscribe-not-perfect-but-enable-it-anyway/) - Pardot has just released 2 click unsubscribe for all orgs in the Spring '21 release. While this feature is still very much in "MVP" (minimum viable product) mode, here's why you should enable it, despite its shortcomings, and a few tips on how. Why 2 Click Unsubscribe? Enterprise Antispam / Antivirus software is the main
- [Who is B2BMA Integration Anyway?](https://unfetteredmarketing.com/post/who-is-b2bma-integration-anyway/) - In version 2 Pardot Connectors, B2BMA Integration is the default "connector user" for Pardot. For many Pardot users, sticking with the standard connector is just fine. It's nice because it does not use up a Salesforce license, nor does it require you to use a named user for the connector, which can be confusing if
- [Using Gravity Forms with Pardot on a Multi-Select Field](https://unfetteredmarketing.com/post/using-gravity-forms-with-pardot-on-a-multi-select-field/) - Form Handlers are a really powerful tool in Pardot because they give you the option of using all kinds of other ways to built and execute a form, and then still collect your data in Pardot. What makes them challenging, though, is that there are so many different tools to build forms and each one
- [How to Set the Order of Pardot Public Lists](https://unfetteredmarketing.com/post/how-to-set-the-order-of-pardot-public-lists/) - I strongly recommend using the Pardot email preference center instead of the unsubscribe link for your prospects. But this is a topic for another time. Today's question is: "How can I reorganize the order of the lists in the Pardot email preference center? It's doing it alphabetically." Fortunately the fix here is easy, but it's
- [Who's the Sender on Your Pardot Emails? The Hidden Risks in Using Assigned Users](https://unfetteredmarketing.com/post/whos-the-sender-on-your-pardot-emails-the-hidden-risks-in-using-assigned-users/) - You may know you have multiple options for who is the sender on your Pardot emails. They are as follows, from the least to the most restrictive: General User (any email address you want) Specific User (a specific named Pardot/Salesforce user) Assigned User (the person that owns the Salesforce lead or contact) Account Owner (the
- [A mind-blowing One-Click Pardot Resubscribe Method for your Website](https://unfetteredmarketing.com/post/a-mind-blowing-one-click-pardot-resubscribe-method-for-your-website/) - Sometimes ideas just come together. A random confluence of several concepts will crystallize into one brand new idea that you get so excited about you just can't wait to share it. This happened to me yesterday, and this post describes one of those things. I've written and spoken before about the Pardot prospect resubscribe feature
- [How to Force Sync your Entire Pardot Database the Quick and Easy Way](https://unfetteredmarketing.com/post/how-to-force-sync-your-entire-pardot-database-the-quick-and-easy-way/) - One basic behavior of the Pardot/Salesforce databases is that the only way a record will sync is if there is a change to that record on one side or the other. Occasionally there will be times when you want to sync all your Pardot records to make sure everything is caught up between the two
- [Secrets and Mysteries of Campaign Influence](https://unfetteredmarketing.com/post/secrets-and-mysteries-of-campaign-influence/) - Here's the video of my session from the 2021 Pardreamin virtual conference. This presentation covers how to get the most out of the campaign influence standard features and common ways that marketers get tripped up with planning, settings, reporting and usage. Covered in this presentation is setting up customizable campaign influence for Salesforce, campaign influence
- [How to Activate Email for Automation in the New Lightning Email Builder](https://unfetteredmarketing.com/post/how-to-activate-email-for-automation-in-the-new-lightning-email-builder/) - One of the nicest new features in the Salesforce Winter '22 release for Pardot is the eagerly awaited option to add emails built in the "Lightning Content Builder Experience", aka drag and drop lightning email builder, for use in Pardot Engagement Studio. As this article from the release notes explains, simply clicking the "Activate for
- [15 vs 18 Digit Salesforce Hashes: What's the difference?](https://unfetteredmarketing.com/post/15-vs-18-digit-salesforce-hashes-whats-the-difference/) - ndulge me for a moment while I wax poetic over Salesforce's record identification method, and then give you some very practical tips on how to use the record ID's in off-platform data manipulation. You may be aware of Salesforce's clever way of identifying records with an ID that starts with 3 digits that identifies the
- [How to Track Wordpress Site Search with Pardot](https://unfetteredmarketing.com/post/how-to-track-wordpress-site-search-with-pardot/) - An often overlooked feature of Pardot is the "Prospect Query" function in automation rules and dynamic lists. It contains three options-- the paid Search and Natural Search options are both related to the Google Analytics connectors, but what about Site Search? How does that one work? Site search allows Pardot to track and take actions
- [How to Create a Link to the Pardot Lightning App Prospect in your Salesforce Leads and Contacts](https://unfetteredmarketing.com/post/how-to-create-a-link-to-the-pardot-lightning-app-prospect-in-your-salesforce-leads-and-contacts/) - The Pardot Lightning App was launched in 2018. As we begin 2022, why is the "Pardot URL" field still referring to the Pardot Classic app? And why do we have no off-the shelf internal reference in the Pardot Lightning App to the Pardot Prospect record in Lightning? I have no answer to these questions, but
- [How to "Unfreeze" Lead Status](https://unfetteredmarketing.com/post/how-to-unfreeze-lead-status/) - It's a balmy 7 degrees Fahrenheit in Chicagoland as I write this, so it's sort of appropriate to write about how lead status in Pardot "freezes" when it's converted to a contact. The setup to this scenario is you've created a custom field in Pardot to map to the standard Lead Status (API name "Status")
- [Cool Pardot HML* Trick: Dynamic URL](https://unfetteredmarketing.com/post/cool-pardot-hml-trick-dynamic-url/) - *HML is "Handlebar Merge Language" and it {{Replaces}} Pardot's old %%Merge_Tags%%Pardot launched HML in August 2019, and it's one of the most exciting new features to come out in Pardot in years. But the feature is so new and it remains an optional upgrade, many users haven't upgraded yet. Why? It's most obvious advantage over
- [A Quick and Easy Way to A/B Split Your Marketing Automation Database](https://unfetteredmarketing.com/post/a-quick-and-easy-way-to-a-b-split-your-marketing-automation-database/) - Sometimes it's helpful to be able to split our data into a couple of chunks to make it more manageable. Maybe we want to A/B test a subject line, or simply to candence sending times in an automation. Here's a really simple way to automatically split your database so you can use that split in
- [How to Clear a Deduplication Error from the Sync Queue (and stop it from happening)](https://unfetteredmarketing.com/post/how-to-clear-a-deduplication-error-from-the-sync-queue-and-stop-it-from-happening/) - The Pardot-Salesforce Connector Sync Queue is one of those things that a good admin knows to check regularly, and one of those things that, maddeningly, has no way of sending you a proactive alert that there's something "stuck" in it. One of the most common reasons that something gets stuck is that the Salesforce duplication
- [8 Ways to use a Form as a Mini Landing Page](https://unfetteredmarketing.com/post/8-ways-to-use-a-form-as-a-mini-landing-page/) - Did you know you can use a Pardot / Marketing Cloud Account Engagement form all by itself? It's sort of like a mini landing page. Since all Pardot / MCAE native forms have an absolute URL address with your custom tracker domain, they can be used as a mini landing page. Since a form allows
- [How to Create a Dynamic Calendly Link Using Pardot HML](https://unfetteredmarketing.com/post/how-to-create-a-dynamic-calendly-link-using-pardot-hml/) - Does your sales team use Calendly to schedule client meetings? Wouldn't it be cool to be able to create a dynamic link in your emails that linked to the sender's Calendly calendar automatically? It's possible with Pardot's Handlebar Merge language. Does your sales team use Calendly to schedule client meetings? Wouldn't it be cool to
- [Cool Handlebar Merge Language {{HML}} Tricks](https://unfetteredmarketing.com/post/cool-handlebar-merge-language-hml-tricks/) - I originally presented this content at ParDreamin 2020. It explains all the fantastic things you can do with the new handlebar merge language feature released in Pardot in 2019. The session recording below is re-recorded and expanded to include instructions for how to enable prospect resubscribe, since that feature was only enabled on about a
- [3 things you might not know about Pardot Form Handlers](https://unfetteredmarketing.com/post/3-things-you-might-not-know-about-pardot-form-handlers/) - Pardot Form Handers are the handoff tool inside Pardot. It's a way for you to collect form data in many different types of form tools and then hand that data off to Pardot. There are certain use cases where handlers make a whole lot more sense than a Pardot form. One big one is if
- [What is a UTF-8 CSV and Why Should I Care?](https://unfetteredmarketing.com/post/what-is-a-utf-8-csv-and-why-should-i-care/) - UTF-8, or "Unicode Transformation Format, 8 Bit" is a marketing operations pro's best friend when it comes to data imports and exports. It refers to how a file's character data is encoded when moving files between systems. This article talks specifically about the interaction of UTF-8 data as it pertains to Salesforce and Pardot, however

## Pages

- [Salesforce, Pardot and StoreConnect Consulting](https://unfetteredmarketing.com/) - Salesforce and Account Engagement (Pardot) Expert ConsultantBill FetterMy Goal: Helping you get Sales and Marketing on the same page.All the promises that the marketing and sales technology revolution made are meaningless if they cannot be applied in thoughtful, well designed programs that align with the way that prospective customers want to buy today. Navigating the rapidly evolving landscape of
- [Contact](https://unfetteredmarketing.com/contact/) - Contact Get in Touch I'm Bill Fetter of UnFettered Marketing. My goal is to help your company be successful with integrated sales and marketing process and technology. How can I help? Reach out for a no-obligation consultation.

## Categories

- [Marketing Automation](https://unfetteredmarketing.com/post/category/marketing-automation/)
- [Account Engagement](https://unfetteredmarketing.com/post/category/pardot-tips/)
- [Salesforce Tips](https://unfetteredmarketing.com/post/category/salesforce-tips/)
- [Recommendations](https://unfetteredmarketing.com/post/category/recommendations/)