Category Archives: The Authors

A Pardot Admin’s Guide to Documentation Best Practices

If you won the lottery tonight, could a coworker step into your shoes and carry on business as usual? Documenting your processes and…
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Tips for Organizing Your Salesforce Campaign Hierarchy

Campaign Hierarchies allow you to link related Salesforce Campaigns to one another and arrange them into a hierarchy structure. The Salesforce Campaign Hierarchy…
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How to Attribute UTM Parameters to Salesforce Campaigns

Monitoring marketing channel performance in Salesforce (and Pardot) by each campaign is a challenge – and it’s even harder to determine which channel…
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Salesforce Campaigns: 20+ Things You Should Know

Salesforce Campaigns are an essential Salesforce object for marketers, acting as the central hub for campaign recipients, engagement, budget, and ROI. On the…
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When Agencies Should Use Pardot Business Units

Pardot Business Units are not really a new feature at this point. They were released in 2020 and have been opening a whole…
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Pardot Einstein – Einstein Engagement Frequency

As an Email Marketer, the last thing you want to do is overwhelm and flood the inboxes of your prospects. Not only is…
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Pardot Business Units: Separate Workspaces vs. Cross-team Collaboration

Pardot Business Units offer an amazing opportunity for businesses with multiple brands, product lines or regional marketing divisions to run independent marketing campaigns…
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4 Ways to Accelerate Your Marketing & Sales Funnel with Salesforce

It’s no secret that a faster funnel means more conversions, more meetings, and more “closed won” deals. However, if accelerating your funnel was…
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Advanced Gated Content Forms Using Pardot

Gated content is offered exclusively for a specific audience. In other words, it’s content that prospects can’t access openly on your website, kept…
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Using Pardot’s Einstein Engagement Frequency (EEF)

Here’s a refreshing, new Pardot feature. Einstein Engagement Frequencey (EEF) helps you manage the frequency of your email engagement with prospects. It scans…
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