Category Archives: Pardot Geeks

How to generate content with Einstein Assistant in Pardot

In this session Zoe Fischer, a Principal Marketing Automation Consultant with Nebula Consulting in London talks about the newest generative AI features available…
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How to work with Person Accounts in Pardot

In this live workshop we you learn about how Person Accounts work in Account Engagement.
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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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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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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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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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How to report on post-Pardot campaign sales activities in Salesforce

Being able to report when a campaign member from a form completion in Account Engagement (Pardot) becomes related to an opportunity is important.But…
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How to build scoring categories in Account Engagement (Pardot)

Account Engagement (Pardot) enables marketing teams to build scoring categories around specific products and more.
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Mistakes were made: how best to use wait periods in Pardot Engagement Studio

Not too long ago I made a rookie mistake with an Engagement Studio that I had built in Account Engagement (Pardot).all)
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