Pardot

  • Automate All The Things In Account Engagement (Pardot) – Pardot Pro

    Hate spending time doing things over and over again in Pardot? Learn how to automate data cleaning without writing any code … Here are highlights from article Automate All The Things In Account Engagement (Pardot) – Pardot Pro 1. Introduction to automating data cleaning and normalization in Pardot: – Eliminate manual tasks and save time…

  • Prepare for 2024 Changes for Email Senders · Nebula Consulting

    If you are a Marketing Cloud Account Engagement or Engagement user and you are concerned about how this might affect you, you’re not alone … Here are highlights from article Prepare for 2024 Changes for Email Senders · Nebula Consulting 1. Change happening to reduce spam emails: – Aimed at protecting recipients from spoofing, phishing,…

  • Account Engagement – Customize your Email Content List View

    Bill Fetter from Unfettered Marketing inspired this blog with his innovative solution of customizing Email Content.   If you’re using the new Lighting Email Builder, you regularly send emails out of Email Content. The Email Content default page layout looks something like this:   Take a closer look … Here are highlights from article Account…

  • Florida Dreamin’: A Conference Where Soft Skills Shine

    Florida Dreamin’ 2023 had an excellent mix of non-technical topics. Here are the soft-skills session highlights from the conference … Here are highlights from article Florida Dreamin’: A Conference Where Soft Skills Shine 1. The Florida Dreamin’ conference aims to provide inspiration and guidance for Salesforce community members. – The conference focuses on career pathing…

  • Adding Public Folder to Lightning Email Builder

    If you are using the Lightning Email Builder, you likely want to save your email templates in a public folder.  The public folder will allow anyone in your team to access the email templates.  (Saving the email templates in the Private folder means only you will have access.) But sometimes, you can’t see “Public Email…

  • Speed Up Your Account Engagement (Pardot) Account | Salesforce Ben

    Share this article…If you’re using Account Engagement (Pardot), you may notice that sometimes automations execute fast, while other times they take much longer. The same applies for the connector making updates in Salesforce/Account Engagement, and email sends.  A question on the Trailblazer Community a few… Read More … Here are highlights from article Speed Up…

  • Create a Custom Recipe in B2BMA with Account Engagement Campaign Influence Model

    In this blog, we’ll walk you through step by step so you can build your custom recipe in B2BMA utilizing Campaign Influence and feel confident … Here are highlights from article Create a Custom Recipe in B2BMA with Account Engagement Campaign Influence Model 1. Trouble with customizing CRM Analytics and B2B Marketing Analytics (B2BMA) using…

  • Automation Cookbook

    So you think you know the basics about Account Engagement automations, but you are struggling to get started? It’s time to start practicing! Check out my Automation “Cookbook.” It’s a collection of common Account Engagement examples for typical marketing activities.  This guide is intended for beginner to intermediate Account … Here are highlights from article…

  • 9 Free Add-Ons for Pardot and Salesforce Campaign Management | THE DRIP

    Share this article…Smart marketers aim to get the most out of their marketing automation platform – after all, most aren’t cheap. As you become a power user, you will begin to spot functionality gaps that stump productivity, which could be easily solved… Salesforce Labs is… Read More … Here are highlights from article 9 Free…

  • 4 Operational Use Cases for Engagement Studio in Account Engagement (Pardot) | Salesforce Ben

    Share this article…If you’ve been exploring Account Engagement (formerly Pardot), then you will have come across Engagement Studio – the flagship feature that gives you an interface to visually map out automated campaign sequences.  Aside from the obvious use cases (i.e. those for marketing automation),… Read More … Here are highlights from article 4 Operational…