Pardot
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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…
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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…
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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…
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Why You Should Get a Marketing Cloud Intelligence Audit
In this blog post, we’ll cover the reasons you should get a Marketing Cloud Intelligence audit and what to do with the information you gain … Here are highlights from article Why You Should Get a Marketing Cloud Intelligence Audit 1. Reasons for a Marketing Cloud Intelligence audit: – Validate the effectiveness of your work…
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Marketers Beware: Set Salesforce Field History Tracking for Email Opt Out
What’s the worst mistake in marketing? Most think of marketers sending wayward emails to the whole database, but what happens behind the scenes can be scary too. For instance, one marketing team was staring at an automation rule that had gone wrong. The marketer accidentally chose the criteria “Isn’t on the list” instead of ……
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Pardot (Account Engagement) Reverse Syncing: Create Salesforce Contacts Not Leads | THE DRIP
Are you creating contacts from Account Engagement (Pardot)? We dive into the details on how to manage these in your Salesforce org … Here are highlights from article Pardot (Account Engagement) Reverse Syncing: Create Salesforce Contacts Not Leads | THE DRIP 1. Reverse syncing in Pardot (Account Engagement): – Allows the connector to create contact…
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Recap: The Big Things Marketers Did at Dreamforce ‘23
Here are a few highlights of the things our marketing friends did at Dreamforce 2023, including events and sessions they attended … Here are highlights from article Recap: The Big Things Marketers Did at Dreamforce ‘23 1. The creation of the Sercante Home for Marketers at Dreamforce, a space for marketers to connect and learn…
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Dreamforce 2023 Recap Salesforce Leans in to AI + Data Cloud as the Future of Nonprofit Success
Get a Salesforce nonprofit consultant’s perspective and recap of the Dreamforce 2023 session, Empowering Nonprofits in Times of Change with Data + AI + CRM + Trust … Here are highlights from article Dreamforce 2023 Recap Salesforce Leans in to AI + Data Cloud as the Future of Nonprofit Success 1. Announcement of Einstein AI…
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7 Things That Trip Up New Account Engagement (Pardot) Admins | Salesforce Ben
Share this article…Whether you’re an accidental admin or you’ve been tasked to take over an existing Account Engagement (Pardot) instance, the first few times on this Salesforce tool can be confusing and frustrating. This is especially true if you keep running into issues and errors… Read More … Here are highlights from article 7 Things…
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5 Design Musts for Account Engagement Users
In this post, we’ll delve into five design musts that can elevate your Account Engagement-powered campaigns and help you create impactful email and landing page experiences … Here are highlights from article 5 Design Musts for Account Engagement Users 1. Use responsive design to engage across devices: – Ensure that your email and landing page…