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 Marketing Analytics - B2BMA Unfettered Marketing Pardot Admin Pardot Forms Pardot Events HML Opt Out / Unsubscribe Form Handlers

Who is B2BMA Integration Anyway?

In version 2 Pardot Connectors, B2BMA Integration is the default "connector user" for Pardot. For many Pardot users, sticking with the standard connector is just fine. It's nice because it does not use up a Salesforce license, nor does it require you to use a named user for the connector, which can be confusing if that same user also is…
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Pardot-Only Identity License Upgrade: A One Way Street

With the coming shift to new Salesforce Identity licenses taking the place of Pardot-only users, there's an important limitation with Salesforce licensing that you need to know and understand. If you upgrade a Salesforce Identity license to a regular Salesforce license, you cannot revert it back to Identity. The upgrade is a one way street. Here's how this might play…
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Pardot Authentication Retirement FAQ

It's time to stop ignoring the increasingly urgent messages in your Pardot org about Salesforce SSO being required after Feb 15th and do something about it. February 15th is a Monday, by the way, so the last day to enact this change isn't a very good day to run to your Salesforce admin with a bunch of urgent changes. The…
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How to Create an NPS Survey in Pardot

I've heard the question more than once: "Can you do a simple survey in Pardot?" The answer is an unqualified "Yes!" And the most recommended type to use in Pardot is the Net Promoter Score (NPS) type survey. The reason is that it's very simple to deploy, and it's only 2 questions that never change. Here are the basic elements…
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Dreaming of ParDreamin’ 2020

If you follow @Pardot on Twitter and happened to check your timeline between Dec. 8 and Dec. 11, you probably saw us tweeting excitedly about the ongoing events at ParDreamin’ 2020. This was one of the biggest Pardot-related virtual events ever, and it was great to get the Pardot community together to network, share tips...
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Cool Handlebar Merge Language {{HML}} Tricks: Pardreamin 2020 Session

I originally presented this content at ParDreamin 2020. It explains all the fantastic things you can do with the new handlebar merge language feature released in Pardot in 2019. The session recording below is re-recorded and expanded to include instructions for how to enable prospect resubscribe, since that feature was only enabled on about a third of the orgs represented…
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Opted Out vs Do Not Email

In Pardot it's definitely not the same thing...It seems so simple, doesn't it? Email Opt Out. Until you look at Pardot and see that there's 2 fields-- Do not Email and Opted Out. So what does each mean and how are you supposed to use them?Let's start with what each field means. Opted Out means that your prospect has explicitly…
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Migrating from Pardot Salesforce Connector V1 to V2: What I Found

Pardot has finally made a migration path available for the Pardot to Salesforce Connector version 1 to version 2. The issue these days with remaining on V1 is that it requires a named user as the "connector user", which either requires you to burn a license to use as the "connector" or use a real user, which means that said…
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The Pardot Resubscribe Prospect Gotcha

The long awaited "Allow Prospect to Resubscribe" feature in Pardot is a dream come true for many marketers that have prospects that frequently return their site, and would like a way to remind them that they've opted out of email communications. In brief, the feature will show a message right on a Pardot form that tells the person that they…
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How to keep the Pardot comments field tidy

The comments field in Pardot allows multiple submissions to accumulate, which is great if you have customers that have a tendency to keep filling out forms on your site. The issue with this is that while Pardot helpfully puts a date stamp after each submission, when this field is synched with Salesforce, the comments all run together and become quite…
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Using Gravity Forms with Pardot on a Multi-Select Field

Form Handlers are a really powerful tool in Pardot because they give you the option of using all kinds of other ways to built and execute a form, and then still collect your data in Pardot. What makes them challenging, though, is that there are so many different tools to build forms and each one has their own little tricks…
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Top 5 Takeaways from the B2B Marketing Super Session at Dreamforce

Dreamforce 2019 has officially begun, and we are excited to welcome a week of digital transformation, customer engagement, innovation and, of course, fun! Specifically for B2B Marketers, we have a full week planned. In fact, we already kicked the week off with our B2B Marketing Super Session where we heard from Tracy Eiler, CMO of...
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6 Sessions We Think You’ll Love at #DF19

By now, you know that Dreamforce ’19 is just around the corner (5 days to be exact, but who’s counting?). Veteran Dreamforce attendees know that before you grab your Trailblazer hoodie and head to San Francisco, it’s important to make sure you’ve signed up for the top sessions you want to attend once you arrive...
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Announcing Into the Blue: the B2B Marketer’s Bash at Dreamforce 2019

It’s never been more fun than now to be a B2B marketer. From chatbots to social media, from email to ABM, it’s all about authenticity and customer engagement. Everyday, fearless marketers are bringing their creativity and imagination to technology to build relationships and create some waves. As Dreamforce comes to a close, we want to...
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Revenue Operations: The New Model for Accelerated Go-to-Market Execution

Almost two years ago, I sat on an excellent panel on the topic of Revenue Operations with Ben Howell, Head of Demand Generation at Salesforce, and Jason Helk, a Principal Consultant from Inverta at the Sales Hacker Revenue Summit conference in San Francisco. At the time, this was a new idea. What became clear to...
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