Category Archives: The Authors

How to build quick and easy recipes in B2BMA

The Tampa Pardot Community Group welcomed Hollie Fitzpatrick from MarCloud Consulting in the UK to share insights about building recipes in B2BMA (B2B…
Continue reading

Why you need a Pardot Audit?

In a previous blog, we asked “Does your Pardot Account Need an Audit?”, where we explained what is involved in a Pardot Audit,…
Continue reading

Trigger External Actions from Engagement Studio

You may have seen that in the Winter’23 Release, you will be able to take action on prospects outside of Account Engagement. This…
Continue reading

Account Engagement (Pardot) Select Sync Behavior for the prospect Opted Out field

Did you see the new message on the Pardot Dashboard tab? Salesforce is changing the Opted Out field sync behavior.   You must choose…
Continue reading

Scoring and grading in Pardot: What is it and how does it work?

Recently the Pardot / Account Engagement User Group in Melbourne, Australia held a meeting to discuss scoring and grading in Pardot / Account…
Continue reading

Simplify Prospect Opt Out Update

In the Winter’22 release, admins will have the option to set whether Salesforce or Pardot is the source of truth (the winner) for…
Continue reading

Maximize Pardot Dynamic Content for Prospect Personalization

Pardot Dynamic content is how you can personalize “Account Engagement” marketing assets such as emails, landing pages, forms, and your website. Use dynamic…
Continue reading

Quick Tip: Closing a Form Editing Session

My Coworker is on vacation and they have an active editing session on a form. Pardot lets me edit the form anyway, but…
Continue reading

Slack Markdown, @Mentions, and other Tricks for the New MCAE (Pardot) Slack Connector

Now that the Pardot (Marketing Cloud Account Engagement / MCAE ) Slack connector is out of beta, more people are probably willing to…
Continue reading

Cookieless Future + Salesforce Marketing Data

If you work in marketing, chances are that you already know that third-party cookies are being depreciated, soon to become a thing of…
Continue reading