Category Archives: Unfettered Marketing

5 ways to Push Prospects from Account Engagement to Salesforce

All the ways to assign prospects from Account Engagement to Salesforce.
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Everything you need to know about using Salesforce Record Types with Account Engagement

Did you know that you can work with different lead and contact record types with Account Engagement?
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Summer ’24 Broke Lead Assignment Notifications in Account Engagement

I don't normally blog about known issues, but this one is likely to have widespread impact on many Account Engagement (Pardot) orgs and…
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How Can Marketing Automation Harness the Power of Curiosity?

I've been part of the Marketing Automation community for quite some time, much more actively in the last 5 years. One of my…
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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 get around the Conditional Completion Action Limitations in Account Engagement

If you've been working with Conditional Completion actions in Account Engagement for a while (here's my overview if you'd like my take on…
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How to build Round-Robin Lead Assignment in Account Engagement

Did you know that in the early days of Pardot (Account Engagement) that you actually had a choice of more than one CRM…
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Why won’t my Email Templates show up in Email Content in the Drag and Drop builder?

There has been a lot written and discussed about the new Account Engagement (f/k/a Pardot) Lightning Drag and Drop email builder and whether…
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The difference between List Email and List Email

Salesforce has been on a renaming tear lately. Lots of products, especially in the marketing space, have been renamed. This hasn't always resulted…
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How to Bulk Download your Account Engagement (Pardot) Files

Those of you with long-lived Account Engagement instances (from back when it was called Pardot 😁) may have file repositories with a lot…
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