Category Archives: The Authors

Guide to B2B Marketing Analytics (B2BMA)

B2B Marketing Analytics is the Salesforce CRM Analytics app built for the B2B marketer. In short, get up-and-running with analytics for Pardot faster.…
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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…
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What are Pardot Tags? (+ 11 Ways to Tag in Pardot)

Pardot Tags are a quick way to stick a label on to any record (prospect, account) or asset (email, form, landing page) for…
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10 Salesforce Marketing Trends for 2023

Marketers universally are being challenged to do more with less. With a looming economic downturn, the stakes are higher than ever – it’s…
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Test Your Knowledge: Reporting and Analytics in Marketing Cloud Account Engagement

Reporting and analytics is a core part of marketing automation – after all, how else are you able to keep a pulse on…
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Pardot (Account Engagement) Connected Campaigns: Set Up Steps + Tips

Salesforce Connected Campaigns enable you to connect Pardot Campaigns and Salesforce Campaigns. If you didn’t know there was a difference, don’t worry. Pardot…
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Building Double Opt-In With Pardot (Account Engagement)

Double opt-in, also known as ‘confirmed opt-in’ is how a new subscriber confirms that, a) they were the person who signed up, using…
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10 Spooky Things Creeping Around Pardot (Account Engagement)

Every professional working with Pardot (Account Engagement) and Salesforce has experienced org terrors. Whether unexpected issues that sneak up on you or malpractice…
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New: Get Demo Orgs for 20+ Salesforce Products

When I started with Salesforce, the Demo Org (Developer Edition org) was my go-to for everything. Before the days of Trailhead, scratch orgs,…
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Pardot Forms: 12 Things You Should Know

Pardot forms are simple to set up and maintain (mostly) from within the point-and-click Pardot form builder. Select which fields you want prospects…
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