Category Archives: The Authors

How to Create Custom List Views for the Email Content Object of the Lightning Email Builder

This article pertains to the Account Engagement Lightning Email Builder, and the associated Email Content tab in the Account Engagement App in Salesforce-
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Implementing Multiple Account Engagement (Pardot) Tracking Codes on One Website

For businesses that use Account Engagement (Pardot), tracking their website visitor activity is important. Beyond simply capturing the number of visits and unique…
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Automation Rules vs. Engagement Studio Actions in Pardot (Account Engagement)

One challenging topic for newbies to wrap their heads around (especially when migrating from another system), is automation in Pardot (Account Engagement). There…
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Sender Merge Tags for Assigned User in Account Engagement (Pardot)

Account Engagement (Pardot) HML enables you to easily add personalization to content because it dynamically pulls in data specific to the prospect that…
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Reflections on Connections 2023

Sat back in my office in sunny London as the dust settles after a whirlwind trip to Connections, I’m left to reflect on…
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What Does a MarTech Solution Architect Do? [Interview]

Marketing Technology Architects help organizations get more usage and mileage out of the tools and technologies they use. It’s a career path that’s…
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How to track and report on a Pardot form used on multiple web pages

When building a demand generation and lead generation plan that involves forms there are two approaches: create a form for every asset, or…
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4 Ways to Troubleshoot Account Engagement (Pardot)

Working in marketing automation can be challenging as it often involves managing multiple issues simultaneously. However, being able to identify and address these…
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How Salesforce and Pardot Admins Can Align [INFOGRAPHIC]

In the last few years, the Pardot landscape has seen plenty of change, particularly with Pardot (Account Engagement) moving to the core Salesforce…
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Alternative Ways to Engage Prospects: Gaining Consent With Account Engagement (Pardot)

Whether you’re migrating to Account Engagement (Pardot) or are just taking the platform over from someone else, you are likely aware of the…
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