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 Jenna Molby Reporting Nebula Consulting Marketing Cloud Account Engagement Salesforce Ben | The Drip Invado Solutions Pardot Admin Salesforce Campaigns Pardot Forms Business Units Einstein Features Lead Management Form Handlers Pardot Integrations Greenkey Digital

Creating a Marketing Dashboard in Salesforce: Tips, Tricks and Examples

Creating a Salesforce marketing dashboard is an effective way to see how you are doing against your marketing targets. What channels are most effective for generating pipeline? How many leads did we generate this month compared to last month? In this post, I’ll share some example marketing dashboard components and some tips and tricks for creating dashboards in Salesforce.
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Introducing Marketing Cloud Account Engagement – the new name for Pardot

Salesforce has announced that Pardot, alongside all other Marketing Cloud products, will be getting a new name. This is part of a drive to unite the marketing offering under one Salesforce for Marketing suite. Under this more closely aligned setup, Pardot is now known as Marketing Cloud Account Engagement. Or MC Account Engagement for short! More information on the impact…
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Marketing-Cloud-Account-Engagement

Salesforce Renames 6 Marketing Cloud Products

Marketing Cloud is a market leader in marketing technology. Over years of innovation and acquisition, it has become incredibly comprehensive – at the time of writing, a quick count up gives 20 modules, give or take. One acquisition after another has worked wonders to deliver what Salesforce customers should expect from a “marketing” cloud (i.e. the technologies, the possibilities). Now,…
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Marketing Cloud Account Engagement

Pardot Renamed “Marketing Cloud Account Engagement”

Announced at Salesforce World Tour Sydney, a number of Marketing Cloud product names are changing. Pardot, one of Salesforce’s marketing automation tools, will be renamed to Marketing Cloud Account Engagement. Here are the reasons driving these changes, and what this will mean to the Pardot community. Why is Pardot’s Name Changing? This move is one part of an initiative called…
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A Pardot Admin’s Guide to Documentation Best Practices

If you won the lottery tonight, could a coworker step into your shoes and carry on business as usual? Documenting your processes and saving them in a place your team members can easily access allows teammates to cover for one another (and you!) and expand your team without losing a beat. Here are some insights on what to document, how…
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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 feature is hugely beneficial for both reporting and general organization. Take it from me – not using it is a fatal flaw! Multiple “child campaigns” are related to a “parent” campaign, which also can be a “child”…
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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 contributed to a prospect engaging with that campaign. When it comes to collating this information into Salesforce Campaigns and Campaign Members (ultimately to utilize Campaign Influence), I’ve seen organizations create child Campaigns – one per channel (!)…
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Campaign-Hierarchy-Fields

Salesforce Campaigns: 20+ Things You Should Know

Salesforce Campaigns are an essential Salesforce object for marketers, acting as the central hub for campaign recipients, engagement, budget, and ROI. On the surface, Salesforce Campaigns may seem simple, but once you learn more, you will see how they are interconnected with much of your Salesforce org. Salesforce Campaigns are powerful when used correctly – however, many don’t use them…
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When Agencies Should Use Pardot Business Units

Pardot Business Units are not really a new feature at this point. They were released in 2020 and have been opening a whole new world for plenty of organizations. But what are they? How do we know when to implement such a feature? Why Would You Need Pardot Business Units? As a consultant, this classic scenario has been seen many…
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Pardot-einstein

Pardot Einstein – Einstein Engagement Frequency

As an Email Marketer, the last thing you want to do is overwhelm and flood the inboxes of your prospects. Not only is it a speed run for someone to unsubscribe. But it could also encourage them to flag the emails as spam, damaging the sender’s reputability in the process. I’m sure we can all relate to signing up to…
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Pardot-Business-Units

Pardot Business Units: Separate Workspaces vs. Cross-team Collaboration

Pardot Business Units offer an amazing opportunity for businesses with multiple brands, product lines or regional marketing divisions to run independent marketing campaigns and keep data partitioned. However, this shouldn’t be at the expense of collaboration and shared learnings between marketing teams, particularly where there are cross-selling opportunities. Ultimately, you want to strike the right balance between separate workspaces and…
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Pardot Accelerate

4 Ways to Accelerate Your Marketing & Sales Funnel with Salesforce

It’s no secret that a faster funnel means more conversions, more meetings, and more “closed won” deals. However, if accelerating your funnel was easy, then every company would already be achieving this.
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Advanced Gated Content Forms Using Pardot

Gated content is offered exclusively for a specific audience. In other words, it’s content that prospects can’t access openly on your website, kept behind some type of “gate”. This is almost always a form that requires prospects to fill out their contact information before they can access the content. It could be simple, like an email newsletter signup, or more…
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Using Pardot’s Einstein Engagement Frequency (EEF)

Here’s a refreshing, new Pardot feature. Einstein Engagement Frequencey (EEF) helps you manage the frequency of your email engagement with prospects. It scans individual prospect behaviors to identify the optimal send frequency for marketing emails. Marketers can use the EEF criteria in Engagement Studio, dynamic lists and automation rules. NOTE: This feature is for Pardot Advanced or Pardot Premium editions.…
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Pardot Business Units

What are Pardot Business Units? An Overview [Updated]

Pardot Business Units are separate databases within a single Pardot account that allow you to partition prospects, campaigns and assets. A common example is an enterprise organisations that serves multiple geographies. With strong competition from players such as Marketo “Partitions” and “Workspaces”, Pardot strived forward to fulfil the needs of enterprise-level B2B marketers, who have multiple teams that serve a…
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