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.
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By Bill Fetter
The Pardot Lightning App was launched in 2018. As we begin 2022, why is the "Pardot URL" field still referring to the Pardot Classic app? And why do we have no off-the shelf internal reference in the Pardot Lightning App to the Pardot Prospect record in Lightning? I have no answer to these questions, but I have discovered an easy-to-implement…
Posted on December 30, 2021 in Pardot Pardot is the go-to choice for Salesforce customers looking for a B2B Marketing Automation tool. Not only is it tightly integrated into Salesforce’s core objects, Pardot’s reasonable price point makes it accessible to many organizations, and is appealing to new users as an intuitive tool with a minimal learning curve. While working as…
By Bill Fetter
An often overlooked feature of Pardot is the "Prospect Query" function in automation rules and dynamic lists. It contains three options-- the paid Search and Natural Search options are both related to the Google Analytics connectors, but what about Site Search? How does that one work? Site search allows Pardot to track and take actions on searches made within your…
The Salesforce Spring ’22 preview release notes have arrived! If you thought Salesforce couldn’t squeeze in more before the year comes to an end – you were wrong. We can look forward to more features and enhancements coming to Pardot in February 2022 (check your own org release dates here). In terms of Pardot, this release focuses on closing the…
Pardot sandboxes have been available to accounts using Advanced or Premium since the Summer ’20 release. This seemed to herald a shift towards better development best practices when using Pardot. It came alongside other features to more closely align administration of Pardot and Salesforce. Testing complex automation that could potentially impact thousands of prospects before setting it live seems like…
Webinars are an excellent way to engage with prospects, grow customer relationships, and show off industry expertise. In fact, you can read how we increased our webinar-influenced pipeline 78x in a year with no extra costs, just by rinsing and repeating a solid webinar process.
Following Salesforce’s acquisition of Slack in July, it’s no surprise that more integrations and apps are coming to Salesforce and Pardot. In the Winter’22 Release we saw one of these great new integrations come to Pardot in the form of notifications to channels. Learn how to set this up for your organisation in this blog. This integration will allow you…
Every email needs an unsubscribe link. Every. Single. Email. In fact, Pardot won’t let you send an email without the unsubscribe or preference center link. Keep reading to learn how to set up a Pardot unsubscribe and much more! What is an unsubscribe? Unsubscribe is a link at the bottom of your email that users click to opt out of…
A Salesforce Campaign tracks a Lead or Contact’s engagement with a marketing or outreach initiative you are running. This way, when an Opportunity closes, won revenue can be traced back to the marketing activity that supported its success. When it comes to answering the question: “how do I create a Campaign in Salesforce?”, simply clicking the “Add New” and “Save”…
Now that you’ve read our intro to Business Units, and understand whether Business Units is right for you and the considerations you should make, our last blog in the Migrating to Pardot Business Units series is here. We share our top tips for a smooth and successful business unit migration. Planning Our first recommendation: take the time out to plan…
By Bill Fetter
Indulge me for a moment while I wax poetic over Salesforce's record identification method, and then give you some very practical tips on how to use the record ID's in off-platform data manipulation. You may be aware of Salesforce's clever way of identifying records with an ID that starts with 3 digits that identifies the type of record it is.…
Are you just as excited about the latest Drag and Drop Landing Page Editor as we are? This feature is the perfect tool for anyone without prior coding experience. It really focuses on making the user experience as easy as possible. I’m going to break down my favourite features and take you through everything you need to know to get…
Personas are archetypes that contain a set of shared demographics, needs, wants, and objectives. Customer personas allow marketers to craft targeted messages tailored to prospects who share common attributes, leading to more relevant interactions and higher engagement. In this guide, I’ll walk you through how to both design personas, using an example, and implement them using Pardot.
By Bill Fetter
One of the nicest new features in the Salesforce Winter '22 release for Pardot is the eagerly awaited option to add emails built in the lightning email builder to use in Pardot Engagement Studio. As this article from the release notes explains, simply clicking the "Activate for Automation" option in an email allows you to make that email available to…
Posted on December 14, 2021 in Pardot The Pardot Lightning Email and Landing Page Builders are possibly the most highly anticipated features yet for the Pardot community, available on all Pardot editions, using Pardot Lightning. If you’ve been waiting for these new builders, chances are you’ve already started recreating your current templates within the drag and drop builder, or building…
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