Marketing Automation

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: Tool mentioned in this session: […]

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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

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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

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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

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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

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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

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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

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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

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Who’s 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: You also have the ability to use a cascading fallback strategy for who the sender is, because of the nature of Salesforce objects and which can be explained

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Pardot’s 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

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