Pardot
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How to build a full-funnel marketing campaign report in Salesforce
Exploring the depths of Salesforce, the versatility of reports cannot be overstated, especially when it comes to optimizing the marketing funnel. Here’s a concise breakdown of the five critical areas you should focus on to leverage the full potential of reporting within Salesforce for your marketing funnel analytics: – Understanding the Marketing Funnel Framework –…
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Moving from Automation Rules to Engagement Studio in Account Engagement (Pardot) | Salesforce Ben
Staying ahead in the Salesforce ecosystem means adapting to new tools and methodologies. If you’re transitioning from Automation Rules to Engagement Studio in Account Engagement (Pardot), here are 5 key areas to focus on for a smooth shift: 1. Understanding Triggers and Actions – Engagement Studio provides a more visual approach to automation. – Triggers…
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What to Do When Your Account Engagement Org Gets Too Big
As Salesforce professionals, it’s crucial to manage scaling and complexity within your Salesforce org effectively. When your Account Engagement org expands beyond its initial scope, maintaining performance and user satisfaction can become challenging. Here’s an outline of five key areas to focus on: 1. Audit and Cleanse Data – Identify and merge duplicate records. –…
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How to see if your Pardot tracking code is not setting cookies – Pardot Geeks
Before you create another form in Account Engagement (FKA Pardot), do yourself a favor. Head over to the Conversions report … Stay ahead in the Salesforce ecosystem by understanding the crucial aspects of Pardot’s tracking code and cookies. Dive into the technicalities that enhance user tracking and campaign performance. Here are the five key areas…
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Account Engagement Spring ’24 Release Features
Salesforce Spring ‘24 release notes are out! Here are the most important features coming to Account Engagement that you should know about … Harness the potential of the latest Salesforce Account Engagement updates as they bring new features to optimize marketing campaigns and streamline workflows. Here’s what you need to know: 1. **Einstein Campaign Insights**…
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Why the Pardot email preference center is so important
The lists used in your Pardot preference center should be the foundation of all lists that are used for email marketing efforts … Stay ahead of the curve in your Salesforce endeavors by optimizing your Pardot Preference Center. Elevate your marketing campaigns with these five key areas: 1. **Personalization and Branding** – Tailor the preference…
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How to track your prospect database churn in Pardot
Your Pardot prospect database size will change over the years. Learn how to monitor your prospect database churn over the year … Here are highlights from article How to track your prospect database churn in Pardot 1. Dynamic List Creation – Establish a Dynamic List to track unmailable and hard bounced prospects. – First run…
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Mastering Marketing Cloud Intelligence Part 1: Unveiling Formula Secrets – The Spot
Dive into Marketing Cloud Intelligence Formulas with insights on JavaScript syntax, date parsing, and field references for seamless data … Here are highlights from article Mastering Marketing Cloud Intelligence Part 1: Unveiling Formula Secrets – The Spot 1. Formula Syntax with JavaScript: – Intelligence platform allows for Excel-like formulas and variations of formula work using…
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Don’t use Custom Redirects in Pardot for Google Ads tracking
Using Custom Redirects in Pardot for tracking Google Ads clicks produces unreliable data. What you see in Pardot will never match AdWords … Here are highlights from article Don’t use Custom Redirects in Pardot for Google Ads tracking 1. Custom Redirects in Account Engagement (Pardot) for tracking Google Ads clicks are unreliable – Click data…
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Spring ’24 Release Highlights for Account Engagement (Pardot) | Salesforce Ben
Salesforce Spring ’24 Release: everything you need to know about, Einstein GPT for Account Engagement, new email builder, and more … Here are highlights from article Spring ’24 Release Highlights for Account Engagement (Pardot) | Salesforce Ben 1. New Email Builder: – Salesforce teases a new email builder in the Spring ‘24 release. – Users…