Account Engagement

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 […]

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

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

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

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

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

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

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

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

*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

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