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 Marcloud Consulting Pardot Users Business Units Nebula Consulting Marketing Data Sharing Reporting Salesforce Ben | The Drip Optimization Jenna Molby Invado Solutions Pardot Sync Errors Account Based Marketing (ABM) Marketing Attribution Salesforce Campaigns Unfettered Marketing Greenkey Digital Email Preferences Page Lead Scoring Pardot Releases

How to Set Up a Pardot-Only User

Pardot users •  Training Previously on this blog, we’ve shared how to set up users with access to both Pardot and Salesforce since the Salesforce Single Sign On (SSO) update. Whilst managing all of our users in Salesforce is now the holy grail, occasionally, we may need to create users that only have access to Pardot (pi.pardot.com, not the PIL…
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Do you actually need Pardot Business Units?

This is the first blog in the Migrating to Pardot Business Units series. Let’s look at the first question you should ask yourself when considering a move to Business Units: “Do you actually need Pardot Business Units?” It’s a really exciting feature for Pardot and opens up a lot of potential for some businesses, particularly larger ones. However, this setup…
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Migrating to Pardot Business Units: Blog Series

Pardot Business Units were introduced in 2019, which has created a fantastic opportunity for more complex enterprise organisations to use Pardot effectively. However, Business Units aren’t a silver bullet that will solve every problem. So you should only implement this feature where there is a clear need. The migration process requires careful consideration to achieve success and there are many…
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How to Use Marketing Data Sharing in Pardot

What is ‘Marketing Data Sharing’? The purpose of ‘Marketing Data Sharing’ (MDS) is to restrict which Leads, Contacts, Opportunities, and/or custom objects are eligible to sync from Salesforce to Pardot. Utilising MDS is an ideal solution if you use multiple Pardot Business Units, this is because it enables you to specify which leads, which contacts, which opportunities etc. are eligible…
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Pardot

3 Ways Pardot Protects Your Email Reports from Non-human Activity

Email marketing is still at the core of Pardot. While this fact remains true, the email marketing industry has introduced new challenges that both marketers – and the platforms they use – must adapt to. Recent updates give individuals new privacy powers that make capturing accurate engagement data tougher. Apple’s MPP, and aggressive spam filters, are two examples that have…
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The Pardot Business Units Implementation Guide

Pardot Business Units – things to note You must be using the Pardot Lightning app. It should go without saying but I’ve seen some companies upgrade and they’re still on classic Salesforce or using pi.pardot.com. The PIL app enables the Business Unit Switcher, so you can jump across each PBU if you have access. Pardot Business Unit hierarchies must be…
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Optimise your email templates: 2021 and beyond

In a report conducted by Litmus in April of this year, Apple iPhone continues to grow its email client market share, followed by Gmail, Apple Mail, Outlook and Yahoo Mail. Within the world of email marketing, we all know how fiddly some email clients can be (looking at you Outlook), each client supports slightly different features than another. So how…
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A Free Pardot Implementation Checklist and Planning Template

Starting a new Pardot implementation? Use this implementation plan and checklist to help get you started. Having just gone through a new-new Pardot implementation myself, I reviewed the official Pardot Implementation Guide and complied all the tasks into Notion where I can keep track of tasks, notes, and documentation. Not a Notion user? You can still view the template and…
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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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