Category Archives: The Authors

Use this simple trick to quality check your list email builds before sending

You should be using the built in email render testing in Account Engagement (F/K/A Pardot) to check the appearance of your emails before…
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Flows vs Engagement Studio: What to use When?

I recently gave a talk to the Philadelphia Trailblazer marketing user group, discussing how to think about and apply the two multi-step automation…
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Salesforce Marketing Ops Influencer Tips for 2023

Marketing ops is finally seen as a viable career path, and there are many ways that you can level up in this role.…
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Files in Account Engagement (Pardot)

As with all digital platforms, it is impossible to work in Account Engagement (Pardot) without relying on files. The company logo, your latest…
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How to Generate Dynamic List Snapshots in Account Engagement (Pardot)

Dynamic lists are a popular Account Engagement (Pardot) feature that add/remove prospects automatically whenever they match/unmatch the criteria you define on the list’s…
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How to Enable a Domain on a CMS Channel for the Pardot Lightning Email Builder

If you are setting up the new Email and Landing Page Builders for Marketing Cloud Account Engagement (Pardot), and can’t select a channel…
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Domain Health Check for Pardot (Account Engagement) Email Deliverability

The health of your email sending domain is something you should keep an eye on – it’s essential for Pardot email deliverability. Your…
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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…
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15 Salesforce Facts You Never Knew

The world of Salesforce is certainly vast, with new updates and enhancements happening all the time. The chances are that you can learn…
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How to Interview Stakeholders (+ Translate Into Salesforce Marketing Ops)

Pardot Marketing Operations: How often do you check-in with your stakeholders? As marketers, our stakeholders are both internal and external to our organization:…
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