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
Pardot Admin
Salesforce Ben | The Drip
Pardot Forms
Salesforce and Pardot
Lead Management
Lead Routing
Leads
Greenkey Digital
Pardot API
Pardot Segmentation
Opportunity Contact Roles
Pardot Certifications
Lead Scoring
Pardot Geeks
Nebula Consulting
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…
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…
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!
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…
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…
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…
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…
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?
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…
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.
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.
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.
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.
By Pardot Geeks
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.
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.
Pardot Articles by Categories
Pardot Topic Categories
- Account Based Marketing (ABM) (7)
- Business Units (14)
- ChatGPT / AI (3)
- Completion Actions (5)
- Connectors (10)
- Custom Redirects (4)
- Data Cloud (3)
- Demand Generation (8)
- Dynamic Content (7)
- Einstein Features (11)
- Email Delivery (17)
- Email Open Rates (3)
- Pardot A/B Testing (2)
- Email Mailability (16)
- Do Not Email (1)
- Double Opt-in (2)
- Opt Out / Unsubscribe (14)
- Email Preferences Page (6)
- Engagement Studio (16)
- Industries (1)
- Non Profit (1)
- Landing Pages (9)
- Lead Generation (1)
- Lead Management (13)
- Lead Routing (3)
- Lead Scoring (16)
- Leads (3)
- Marketing Analytics – B2BMA (9)
- Marketing Automation (1)
- Marketing Cloud (3)
- Marketing Cloud Account Engagement (4)
- Marketing Cloud Growth (2)
- New Pardot Features (6)
- Opportunities (2)
- Optimization (2)
- Pardot Admin (65)
- Duplicates (1)
- Marketing Ops (1)
- Pardot Alerts (1)
- Pardot API (2)
- Pardot Automations (3)
- Pardot Careers (12)
- Pardot Certifications (4)
- Pardot Consulting (1)
- Pardot Cookies (4)
- Pardot Custom Objects (3)
- Pardot Email Builder (8)
- Pardot Email Templates (10)
- HML (6)
- Pardot Events (17)
- Pardot External Actions (1)
- Pardot External Activities (4)
- Pardot Forms (29)
- Form Handlers (8)
- Pardot Integrations (21)
- Data Cloud (2)
- Slack (1)
- Pardot Lead Grading (5)
- Pardot Lead Source (2)
- Pardot Lightning (1)
- Pardot Migration (1)
- Pardot Nurture / Drip Campaigns (2)
- Pardot Personalization (3)
- Pardot Profiles (1)
- Pardot Releases (18)
- Pardot Sandboxes (2)
- Pardot Segmentation (5)
- Pardot Strategy (7)
- Pardot Sync (2)
- Pardot Sync Errors (1)
- Pardot Tracker Domains (5)
- Pardot Training (3)
- Pardot Vs Other MAPs (4)
- Pardot Website Tracking (2)
- Reporting (22)
- Salesforce and Pardot (31)
- Marketing Data Sharing (2)
- Pardot Users (3)
- Salesforce Automation (5)
- Salesforce Flows (2)
- Salesforce Campaigns (22)
- Salesforce CRM (3)
- Record Types (1)
- Salesforce Engage (3)
- Salesforce Queues (2)
- Security and Privacy (1)
- Tags (3)
- The Authors (540)
- Cheshire Impact (9)
- Greenkey Digital (55)
- Invado Solutions (37)
- Jenna Molby (9)
- Marcloud Consulting (6)
- Nebula Consulting (67)
- Pardot Geeks (44)
- Salesforce Ben | The Drip (242)
- SalesLabX (16)
- Slalom (4)
- Unfettered Marketing (51)
- Uncategorized (1)
- Website Tracking (2)
- Website Search (1)