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 […]
Use this simple trick to quality check your list email builds before sending Read More »
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.
Flows vs Engagement Studio: What to use When? Read More »
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
How to Submit LinkedIn Forms to Pardot (Account Engagement) via Zapier Read More »
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.
Slack Markdown, @Mentions, and other Tricks for the New MCAE (Pardot) Slack Connector Read More »
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
The Difference Between Interest and Intent Read More »
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: Tool mentioned in this session:
Conditional Completion Actions Overview Read More »
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
8 Ways to use a Form as a Mini Landing Page Read More »
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
How to Clear a Deduplication Error from the Sync Queue (and stop it from happening) Read More »
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
A Quick and Easy Way to A/B Split Your Marketing Automation Database Read More »
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”)
How to “Unfreeze” Lead Status Read More »
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
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 Track WordPress Site Search with Pardot Read More »
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
15 vs 18 Digit Salesforce Hashes: What’s the difference? Read More »
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
How to Activate Email for Automation in the New Lightning Email Builder Read More »
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
Secrets and Mysteries of Campaign Influence Read More »
