Category Archives: The Authors

Customizable MQL Reporting (Beyond the Pardot Lifecycle Report)

Lifecycle reporting is fundamental to Marketing Ops. Knowing how many marketing qualified leads (MQL) and sales qualified leads (SQL) you have captured in…
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Salesforce Accredited Professional Pathways

Nearly two years have passed since Salesforce announced the Accredited Professional program. These credentials are designed to prove your extensive knowledge in a…
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How to Teach Pardot (Account Engagement) in One Day – Train New Users Faster

So you’ve implemented Pardot, now what? Whether you’ve worked with an implementation partner or not, it’s crucial to ensure your users have received…
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Spring ‘23 Release for Marketing Cloud Account Engagement

The Spring ‘23 release seems to have a bit of a running theme around maintenance and technical setup, with no updates for the…
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10 Pardot (Account Engagement) Terms That Trick New Users

Understanding key Account Engagement (Pardot) terms is essential to learning the tool. Every tech industry loves a buzzword, and Pardot (Account Engagement) is…
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Manage your Webinar Campaigns with Account Engagement (Pardot)

Integrating your webinar platform with Account Engagement (Pardot) allows webinars to become part of your marketing automation strategy.
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The Complete Guide to Pardot Score

Pardot score represents how engaged a prospect is, how interested the prospect is in your brand. Each Pardot (Account Engagement) prospect is assigned…
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Pardot Progressive Profiling Form Tutorial & Examples

Progressive Profiling is an out-of-the-box Pardot Form feature. When a prospect returns to a form, only form fields that the prospect has not…
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Salesforce Marketing Cloud Implementations: What’s the Consultant’s Role?

Salesforce Marketing Cloud implementations involve setting up a new Marketing Cloud account, or making a specific enhancement to an existing account. There are…
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Change to Account Engagement (Pardot) File Access Behavior

It was one of the most annoying aspects of storing a file in Account Engagement (Pardot), and rather hard to justify to someone…
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