Category Archives: Greenkey Digital

Deep Dive into the Optimizer

What is the Optimizer? The Optimizer gives marketers a big-picture look at the health of their Account Engagement systems to improve email send…
Continue reading

Simplify Your Campaign Structure With 6 Easy-Peasy Steps

A big step toward better marketing reporting is using campaigns. For marketers, campaigns are the foundation of measuring the effectiveness of their team’s…
Continue reading

Follow These 4 Steps for an Effective Email Drip

Here’s the scenario: you have permission to email a segment of prospects, and they are new to your company.  Maybe these are prospects…
Continue reading

Understanding Engagement History

If you’re looking for better marketing reports and metrics (I know you all are), make sure you understand the different ways to use…
Continue reading

Don’t Forget the “Do Not Email” Field

Do you use the Do Not Email field?Most marketers overlook it or misuse it. Account Engagement (Pardot) mailability features updated in the summer…
Continue reading

What are Account Engagement (Pardot) External Actions and External Activities?

If you ask anyone in Salesforce, “What’s new with Account Engagement (Pardot)?” they will probably say, “Extensibility.” Salesforce has been dutifully dedicating resources…
Continue reading

Sending your first email from Account Engagement (Pardot)

I often get this question from clients: “We plan to start sending emails in Account Engagement (Pardot). How can we make sure that…
Continue reading

Adding Account Engagement (Pardot) Users with User Sync

Surprisingly, I get this question often from companies with user sync enabled: How do I add an Account Engagement (Pardot) user?
Continue reading

Account Engaagement (Pardot) and Salesforce Integration

Imagine standing in front of a twenty-thousand-square-foot steel warehouse full of your company’s products. How will you sell your products to customers? The…
Continue reading

Account Engagement (Pardot) Select Sync Behavior for the prospect Opted Out field

Did you see the new message on the Pardot Dashboard tab? Salesforce is changing the Opted Out field sync behavior.   You must choose…
Continue reading