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 Invado Solutions Pardot Sync Errors Account Based Marketing (ABM) Salesforce Ben | The Drip Marketing Attribution Salesforce Campaigns Unfettered Marketing Business Units Greenkey Digital Email Preferences Page Lead Scoring Marcloud Consulting Pardot Releases Pardot Lightning Engagement Studio Pardot Strategy Salesforce Automation Opportunity Contact Roles Non Profit Reporting

How to Prevent Pardot Sync Errors | Pardot Consultants

Pardot sync errors wreak havoc on your Pardot instance. These errors prevent Prospects from syncing up with Salesforce, which prevents Leads from being assigned to salespeople. Your team’s hard work is devalued when Leads do not make it to the sales team. Here are 3 tips for preventing sync errors between Pardot and Salesforce:      1. Edit your Salesforce…
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Pardot ABM

What Could the Future of Account-based Marketing (ABM) Look Like?

These days, having an ABX (account-based experience) strategy has become table stakes for B2B companies. ABX means having a pinpoint focus on the experience of your target accounts across every aspect of your go-to-market team: from Marketing, to Sales, to Customer Success. Demand gen leaders are wholly reliant on their Salesforce data to provide seamless customer experiences across all of…
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Secrets and Mysteries of Campaign Influence

Here's the video of my session from the 2021 Pardreamin virtual conference. This presentation covers how to get the most out of the campaign influence standard features and common ways that marketers get tripped up with planning, settings, reporting and usage. https://www.youtube.com/watch?v=prg5ExEi_NQ Secrets and Mysteries of Campaign Influence - ParDreamin' 2021 Download The Presentation Slides
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Pardot Business Units 201

Now that you’re getting comfortable with business units let’s get into some details that often raise questions.   #1 How to manage inbound prospects with forms for multiple business units Imagine managing your inbound prospects through forms.   In this instance, you have a single form, and a field value will direct the prospect to the correct BU. Here is an example…
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pardot-email-preference

Pardot Email Preference Center Best Practices

An Email Preference Center (EPC) is a page prospects use to select which topics they want to be emailed about – a preferences pick n’ mix. Prospects land on when they click “update email preferences” from a Pardot email – you may have seen it in action already. Being intuitive by nature, Pardot comes with easy-to-use email preference functionality. You…
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Pardot Lead Scoring

What is Pardot Einstein Behavior Score? vs Pardot Score

Einstein Behavior Score is a Pardot Einstein feature that looks at if a prospect signals ‘ready to buy’ engagement. Over time, this behavior feeds into the Einstein ‘engagement model’ which learns which touchpoints lead to a purchase. When Einstein spots these positive insights with other, future prospects, their scores will be automatically increased too. Pardot Einstein is AI-enabled B2B marketing…
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Pardot Winter ‘22 Release Highlights: Webinar &…

The Pardot Winter ‘22 release is here and there is a lot to unpack! So what does this mean for Pardot users?In a recent webinar with Director of Product Management at Salesforce, Kylie Yancey, we took a look at the features of the Pardot Winter ‘22 release, including: Pardot API V5 enhancements Brazilian Portuguese support Marketing setup assistant Support for…
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Pardot Lightning App

What is the Pardot Lightning App?

The Pardot Lightning App signaled a major milestone in Pardot transitioning onto the Salesforce platform. Salesforce has always followed a dream: to marry up marketing and sales teams, who traditionally, have been siloed and unaligned. The Pardot Lightning App brings Pardot into the Salesforce Lightning Experience (UX). Over time, Pardot Lightning has not only applied to just the UX, but…
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9 Pardot Engagement Studio Best Practice Tips

Pardot Engagement Studio is designed for running automated email campaigns for a number of use cases. Many marketers wonder how they can build better engagement programs that stick to Pardot Engagement Studio best practices. When I showed an example Engagement Studio program that supports the sales team working long sales cycles, I added Engagement Studio tips that came up while…
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6 Ways To Stretch Your Marketing Budget Using Pardot

Your marketing budget just got slashed. But let me guess: You’ve been tasked with prioritizing, optimizing, and stretching your budget to meet the same business goals?  Many of our clients are in the same position. Here are six budget-stretching ideas to help you get more done with less using Pardot.    1. Offer Freebies: The majority of online streaming and…
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salesforce automations

10 Ways Salesforce Automation Maximises Pardot Marketing

Pardot is so closely connected to Salesforce (relative to other marketing automation vendors) that Pardot can leverage Salesforce automation capabilities. This opens up a world of opportunity for Pardot admins to take their marketing automation processes to the next level – be that finally solving a tricky, unconventional use case, or experimenting with all that CRM data. What do we…
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How to Effectively Add Opportunity Contact Roles (Flow)

Flows can be scary to create, but Opportunity Contact Roles are important for Pardot’s campaign influence reporting. Here are the blueprints to create a Flow that automatically adds opportunity contact roles to the opportunity when the opportunity is created. I’m still new to Flows, so Sofia Davis-Kos from Cloud Masonry created this for me.  I’ve used it with many companies…
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Salesforce-Marketing-Setup

Salesforce Marketing Setup Experience: A Guide for Pardot Admins

One of the many advantages of Pardot as a Salesforce product is the tight integration with the Salesforce platform. Over time, as more Pardot Lightning App features have migrated to the core Salesforce platform, more configuration is required from Salesforce Setup (instead of Pardot Settings in the Pardot Lightning App). This has had an unintended consequence: Pardot Admins rely more…
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How to Approach Not-for-Profit Marketing Reporting

Reporting on not-for-profit marketing efforts You can create a report in Pardot using existing reporting templates, or by creating a custom template based on your specific reporting objectives. However, before you get stuck into reporting templates. You need to know why you’re creating the report in the first place. What is the purpose of your report? It may seem like…
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weird opens Pardot

Weird Open Rates in Pardot Email Reports Explained

Email Opens are the most basic metric that marketers look at in their Pardot email reports. A good open rate suggests that your emails are being delivered to the prospect inbox, and standing out in the increasingly crowded inbox. What about when the number of opens on the report doesn’t make sense? Unless you are clued up on the potential…
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