Category Archives: The Authors

Using Engagement Studio Programs for Lead Assignment

To facilitate the push of a prospect into Salesforce from Account Engagement (AE), the prospect must be assigned and this assignment can be…
Continue reading

How to generate content with Einstein Assistant in Pardot

In this session Zoe Fischer, a Principal Marketing Automation Consultant with Nebula Consulting in London talks about the newest generative AI features available…
Continue reading

Increase productivity with Sales Engagement Basic

Are you getting the most out of your Sales Cloud Enterprise licences? The chances are there are features that are included in what…
Continue reading

Account Engagement’s Email Builder – New Email Experience

If you use Account Engagement’s Lightning Email Builder, you probably noticed a new option. 
Continue reading

How to work with Person Accounts in Pardot

In this live workshop we you learn about how Person Accounts work in Account Engagement.
Continue reading

How to build advanced segmentation lists in Pardot

Being able to build lists is a critical skill for any email marketer.  In this live workshop I walk through more advanced list…
Continue reading

How to prevent Pardot form handlers from clearing existing Prospect values

A lot of companies choose to use form handlers in Account Engagement (Pardot) instead of Account Engagement Forms.
Continue reading

Dynamic Content vs Snippets in Account Engagement

With all the new changes, upcoming features and new products it can sometimes get a little confusing or overwhelming.
Continue reading

How to report on first and most recent Pardot form completed in Salesforce

It’s easy to see in Salesforce when you need to know what Lead/Contact/Person Account’s first form completion was in Account Engagement (Pardot), and…
Continue reading

Use AI to Generate Content in Account Engagement

In the Spring’24 release, Advanced and Premium Account Engagement customers were given the gift of generative AI in the form of Einstein Assistant. 
Continue reading