Category Archives: The Authors

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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Make this 30 Second Update in your Account Engagement Account Right Now

There's a fairly recent update to Account Engagement that everyone should enable in their accounts right away, it only takes a few moments…
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How to build a full-funnel marketing campaign report in Salesforce

When building a campaign cadence in Account Engagement (Pardot), setting up the campaigns correctly in Salesforce is an important step.
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How to see if your Pardot tracking code is not setting cookies

Before you create another form in Account Engagement (FKA Pardot), do yourself a favor.
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