PARDOT BLOGS FROM AROUND THE WORLD

PARDOT ARTICLES WRITTEN BY EXPERTS

Every week we gather and categorize all the Pardot articles across the interwebs, internet, and blogospheres.

All Nebula Consulting Salesforce Automation Salesforce Ben | The Drip Salesforce Campaigns Marketing Analytics - B2BMA Greenkey Digital Opt Out / Unsubscribe Tags Reporting Double Opt-in Email Mailability Pardot Admin Pardot Forms Salesforce and Pardot Lead Management Lead Routing

Track Which Marketing Campaigns Are Driving Salesforce Tasks

Salesforce Tasks have been around for quite a long time, acting as a bridge between different teams and team members. When it comes to marketing activities, a common request we had was ‘Can we see which campaign triggered our tasks?’. Up until now, we were unsure, but not anymore.
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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 tightly integrated with this Salesforce object. The shift, due to Connected Campaigns, means Pardot marketers need to understand this alternative campaign management process.
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B2B-Marketing-Analytics

Guide to B2B Marketing Analytics (B2BMA)

B2B Marketing Analytics is the Salesforce CRM Analytics app built for the B2B marketer. In short, get up-and-running with analytics for Pardot faster. Salesforce CRM Analytics is the main analytics add-on for Salesforce, extending functionality beyond Salesforce reports (B2BMA is one part of the full CRM Analytics offering). Although B2BMA involves a steep learning curve, it opens up valuable insights…
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Don’t Forget the “Do Not Email” Field

Do you use the Do Not Email field?Most marketers overlook it or misuse it. Account Engagement (Pardot) mailability features updated in the summer of 2021. With it, Salesforce proposed a new way to manage prospects. Understand the difference Pardot offers two fields to prevent prospects from getting emails. Do Not Email – Marketers can mark prospects as Do Not Email…
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Pardot-Tags

What are Pardot Tags? (+ 11 Ways to Tag in Pardot)

Pardot Tags are a quick way to stick a label on to any record (prospect, account) or asset (email, form, landing page) for segmentation, organization and identification benefits. Pardot Tags offer more flexibility than creating custom fields or battling with folders – an underrated feature! The reality is that Tags are sometimes used in a quick and dirty way, to…
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Pardot 2023 State of Marketing

10 Salesforce Marketing Trends for 2023

Marketers universally are being challenged to do more with less. With a looming economic downturn, the stakes are higher than ever – it’s a common thought that marketing is the first function to be slashed in a recession.
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Accreditations-vs-certifications

Test Your Knowledge: Reporting and Analytics in Marketing Cloud Account Engagement

Reporting and analytics is a core part of marketing automation – after all, how else are you able to keep a pulse on the impact of your marketing activities, and switch gears if you’re not resonating with prospects?
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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 Campaigns used to be separate from Salesforce Campaigns (we provide a quick comparison later in this guide). As prospects interact with your marketing assets, Connected Campaigns push engagement metrics through to Salesforce.
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Pardot Double Opt-in

Building Double Opt-In With Pardot (Account Engagement)

Double opt-in, also known as ‘confirmed opt-in’ is how a new subscriber confirms that, a) they were the person who signed up, using their details, and b) they actually want to receive your communication. Too many people sign up to something on a whim, then forget they had. The worst case result? Disengaged prospects, with the potential to report you…
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10 Spooky Things Creeping Around Pardot (Account Engagement)

Every professional working with Pardot (Account Engagement) and Salesforce has experienced org terrors. Whether unexpected issues that sneak up on you or malpractice that has gone unnoticed for too long, it can cause a huge scare. Just like a horror film these are issues that will creep up, and there needs to be heroic action to resolve them. From ghosts…
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Account-Engagement-Development-Suite

New: Get Demo Orgs for 20+ Salesforce Products

When I started with Salesforce, the Demo Org (Developer Edition org) was my go-to for everything. Before the days of Trailhead, scratch orgs, and the now many different products on offer, my Demo Org was where I went to try things – it was all I really needed. Fast forward to today and that’s not the case anymore. There are…
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Pardot Forms

Pardot Forms: 12 Things You Should Know

Pardot forms are simple to set up and maintain (mostly) from within the point-and-click Pardot form builder. Select which fields you want prospects to complete, decide which actions you want Pardot (Marketing Cloud Account Engagement) to take when the form is submitted (known as completion actions), and place the form on your website/landing pages – and away you go!
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Account-Engagement-Development-Suite

50+ Salesforce Formula Examples

When it comes to formulas, which are used in a variety of places in Salesforce, the first thing that comes to mind is probably the good old formula field! In case you haven’t yet created your first formula field, feel free to take a look at our interactive tutorial post – learning how to get started may be useful before…
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Pardot Lead Assignement

How to Do Round Robin Assignment with Pardot (Account Engagement)

One of the key things to get right between Pardot and Salesforce is how we hand off prospects to sales. Some organisations have their sales team set up by geography, by product or by company size – but let’s say we don’t do that. Instead, all leads should be split equally amongst our sales reps, one after the other. The…
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Pardot Admin 2023

Manage Repeat Customers with Salesforce + Pardot (Account Engagement)

We’ve been thinking about how some organizations don’t fit the mold that’s typical for Pardot (Account Engagement) customers. How you welcome back existing customers, and process them through Salesforce, depends on your business operations. Repeat customers can include renewal opportunities, up-sells, self-service purchase requests – or even prospects, Leads, or Accounts that have been qualified in the past, surpassing a…
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