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 Leads Salesforce Ben | The Drip Greenkey Digital Pardot API Pardot Segmentation Opportunity Contact Roles Pardot Certifications Pardot Admin Lead Scoring Pardot Geeks Nebula Consulting Pardot Users Email Mailability Opt Out / Unsubscribe Form Handlers Pardot Forms
Pardot Admin 2023

Only Create Salesforce Leads From Pardot (Existing Customers as New Leads)

We’ve been thinking about how some organizations don’t fit the mold that’s typical for Pardot (Account Engagement) customers. How you handle existing Contacts when they return, depends on your business operations. Reasons to send someone back into the lead lifecycle is based around the need to re-qualify – their circumstances may have changed, a previous Opportunity was “Closed Lost”, or…
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What are Account Engagement (Pardot) External Actions and External Activities?

If you ask anyone in Salesforce, “What’s new with Account Engagement (Pardot)?” they will probably say, “Extensibility.” Salesforce has been dutifully dedicating resources to extensibility, the ability to connect Pardot to different systems. Why should marketers care? 
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Pardot List Segementation

Pardot Dynamic Lists for Faster Segmentation (+ 10 Examples)

As Lists are the backbone of Pardot (Account Engagement) segmentation, you can think of Pardot Dynamic Lists as the muscles. Any marketer will be well versed in the age-old motto: “right message, at the right time” – segmentation lists play a key part in orchestrating the right moment. While every organization has their respective target audiences, there are some lists…
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Pardot Contact Roles

Introduction To Salesforce Opportunity Contact Roles

Contact roles define the level of influence that a contact has within an opportunity account, case, or contract. Opportunity contact roles provide a direct link between contacts and opportunities that doesn’t exist in the Salesforce data model.
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Account-Engagement-Development-Suite

Salesforce Business Analyst Certification: Why Should Marketers Care?

Salesforce announced the Business Analyst certification would be available from July 2022. On paper, the Business Analyst certification is suitable for “individuals who have 2 years of Business Analyst experience…and 2 years of Salesforce Platform experience.” After a career in Pardot/Salesforce consulting, and having spent years absorbing BA-related content running on Salesforceben.com, I thought I would have a go.
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Sending your first email from Account Engagement (Pardot)

I often get this question from clients: “We plan to start sending emails in Account Engagement (Pardot). How can we make sure that we do everything correctly?” Here are three steps to getting started correctly sending emails in Pardot.
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Account-Engagement-Development-Suite

Steps to Take When Faced With Prospect Complaints

When a prospect complains about the marketing communication we send through Account Engagement (Pardot), our first reaction is to panic. Like Kübler-Ross’ “5 Stages of Grief”, you could experience a variety of emotions when troubleshooting on behalf of disgruntled prospects – denial, frustration, bargaining – but the answer typically doesn’t warrant the stress.
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How to prevent Pardot category scores from overinflating

One of the features that sets Pardot/Account Engagement apart is scoring categories. Not only can you see the aggregate score of all engagement across all assets – you can see engagement grouped into categories.
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Say Goodbye to Real-Time Automation Rules

Automation Rules are one of the most powerful tools in Account Engagement (Pardot). Whether that is your lead management or opt-in process, this tool is essential to keep everything working. However, as of October 31st this year, real-time automation rules will become a thing of the past.
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Adding Account Engagement (Pardot) Users with User Sync

Surprisingly, I get this question often from companies with user sync enabled: How do I add an Account Engagement (Pardot) user?
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The End of the Pardot Classic App – Get Pardot Lightning Today!

The time has come, the Pardot Classic App will no longer be accessible soon. But when will this happen, what does it mean and what should you do? What is the Pardot Classic App? Pardot Classic is an app inside of Salesforce where the pi.pardot.com user interface is displayed within an iframe.
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MC Account Engagement User Permissions

Marketing Cloud Account Engagement (Pardot) and Salesforce are becoming more aligned than ever before. From Pardot Lightning, engagement history, lightning builder assets and more! Make sure your Salesforce users have the right access to Pardot functionality with our handy cheat sheet.
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Pardot Email Opt-in Fields

Account Engagement (Pardot) Opted Out Field Changes: Explained

Opted Out is a field found on prospect records in Pardot (Account Engagement) and is called “Email Opt Out” on Salesforce Lead/Contacts. This data point is intended for prospects to control themselves via the unsubscribe link, or by using your email preference center. While Account Engagement users can edit this checkbox field, it’s not recommended, for compliance reasons. After the…
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Scoring & Scoring Categories: A staple, yet powerful tool

Scoring may be a familiar tool to most that use Account Engagement (Pardot), but is it utilised to its full potential? Then there’s Scoring Categories, a subset score based on specific content engagement. Can it benefit your business and add to better quality sales assigned leads?
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No more Spam Form submission in Pardot

Spam form submission is one of the most challenging causes of security risks in the Account Engagement (Pardot) platform. They open a gate not only into your marketing platform but your CMS as well, so you have to protect your platforms and be prepared.
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