Category Archives: The Authors

How To Run An NPS Survey With Pardot (Account Engagement)

NPS (net promoter score) is designed to measure loyalty and brand promotion among your customers by asking: ‘how likely are you to recommend…
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How to: Update a Link in an Email after it’s sent out of Pardot

Here’s a short video I did recently for the BDO Digital Demand Gen TV YouTube channel about the power of Tracking Links in…
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Pardot Automation Rules (in Account Engagement) + 6 Examples

Pardot automation rules have been serving as the “go to” automation in Pardot (Account Engagement) for a long time. They are the automation…
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Reasons to Audit Your Pardot (Account Engagement) Org

Pardot (Account Engagement) is a powerful tool when maintained and constantly optimized. However, when Pardot is left neglected, it’s common for progress to…
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Pardot Technical Setup Steps – and Why They’re Important

Technical setup is the foundation of any Pardot implementation. From website tracking code, first-party tracking, tracker domains, email authentication, IP whitelisting, to enabling…
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Track Which Marketing Campaigns Are Driving Salesforce Tasks

Salesforce Tasks have been around for quite a long time, acting as a bridge between different teams and team members. When it comes…
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How to Import Leads or Contacts into Salesforce Campaigns

Salesforce Campaigns have existed since the dawn of time, but have been receiving more attention now that Pardot (Account Engagement) is growing more…
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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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