Category Archives: The Authors

How Can Marketing Automation Harness the Power of Curiosity?

I've been part of the Marketing Automation community for quite some time, much more actively in the last 5 years. One of my…
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How to build advanced segmentation lists in Pardot

Being able to build lists is a critical skill for any email marketer.  In this live workshop I walk through more advanced list…
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Move Account Engagement (Pardot) Assets between Sandbox and Production

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How to prevent Pardot form handlers from clearing existing Prospect values

A lot of companies choose to use form handlers in Account Engagement (Pardot) instead of Account Engagement Forms.
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Dynamic Content vs Snippets in Account Engagement

With all the new changes, upcoming features and new products it can sometimes get a little confusing or overwhelming.
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How to report on first and most recent Pardot form completed in Salesforce

It’s easy to see in Salesforce when you need to know what Lead/Contact/Person Account’s first form completion was in Account Engagement (Pardot), and…
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Use AI to Generate Content in Account Engagement

In the Spring’24 release, Advanced and Premium Account Engagement customers were given the gift of generative AI in the form of Einstein Assistant. 
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6 Benefits of Account Engagement’s Integration into Salesforce

Companies must consider many factors when choosing a new marketing automation platform. One crucial consideration is integration with the Customer Relationship Management (CRM)…
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How to build a Salesforce report on Pardot prospects who completed a form

Do you need to create a report in Salesforce of Account Engagement (Pardot) Prospects who completed a form?
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How to build promo and referral code campaigns in Account Engagement (Pardot)

In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your…
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