Category Archives: Salesforce Campaigns

Simplify Your Campaign Structure With 6 Easy-Peasy Steps

A big step toward better marketing reporting is using campaigns. For marketers, campaigns are the foundation of measuring the effectiveness of their team’s…
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Pardot Salesforce Campaign Import

How to Import Leads or Contacts into Salesforce Campaigns

Salesforce Campaigns have existed since the dawn of time, but have been receiving more attention now that Pardot (Account Engagement) is growing more…
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Connected Campaigns Salesforce and Pardot

Pardot (Account Engagement) Connected Campaigns: Set Up Steps + Tips

Salesforce Connected Campaigns enable you to connect Pardot Campaigns and Salesforce Campaigns. If you didn’t know there was a difference, don’t worry. Pardot…
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Creating Pardot Connected Campaigns

How do you show ROI for Pardot marketing campaigns? For years marketers struggled to figure this out. They either made assumptions or went…
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Accounts as Campaign Members

Accounts as Campaign Members with Salesforce (and Pardot, MCAE)

Accounts as Campaign Members is a feature within Salesforce that allows you to report on Campaign activity at the Account level. Simply put,…
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Salesforce Campaign Flows

Create Campaign Member Statuses Automatically with Salesforce Flow

Salesforce campaign member statuses are hugely important but are often overlooked, or not used properly. The breakdown of which prospects are interacting, and…
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Salesforce Campaigns

7 Tips for Working With Salesforce Campaign Member Status

All Campaign Members in Salesforce have a “status” which describes the level of engagement the individual has had with the Campaign. Campaign Member…
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Salesforce and Pardot Naming Conventions Best Practices

When your organization is implementing systems like Salesforce and Pardot, they are likely focused on the automation features that will soon be making…
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Pardot / Salesforce Campaigns

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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Pass UTM into Salesforce Campaigns

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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