Category Archives: The Authors

How to measure individual Pardot email link clicks in Salesforce

Here’s a weird solution to an uncommon use case involving Account Engagement (Pardot)
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Convergence: Salesforce and Data Cloud

Our take on “convergence” at Salesforce amid free Data Cloud and Marketing Cloud Growth Edition
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Account Engagement Bulk Asset Copy Flow – Copy Between Business Units

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Account Engagement Copy Between Business Units- Bulk Asset Copy Flow

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Why timing is everything in Pardot Engagement Studios

When creating an email series or drip campaign in Account Engagement (Pardot), getting the timing right on wait steps is so important.ll)
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Live workshop: Prospect routing in Account Engagement (Pardot)

Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is critical to the…
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Account Engagement (Pardot) Importing Prospects

Prepare your spreadsheet and save it as a .csv file.  If you are grabbing prospects from Salesforce, ALWAYS include the CRM ID (column…
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How B2B Marketing Analytics can monitor Pardot database churn

In a previous post I shared a low-fi way to track opt-outs and database churn inside your Account Engagement (Pardot) org.
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How to sync select records between Pardot and Salesforce

Every Account Engagement (fka Pardot) instance, except for Premium, starts with a limit of 10,000 mailable prospects. Many instances exceed that number. I’ve…
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How to build scoring and grading in Account Engagement (Pardot)

The ability to natively build scoring and grading on leads is one of the functions of Account Engagement (Pardot) that sets it apart…
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