Pardot

  • 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…

  • 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 ……

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 5 Event Marketing Best Practices To Implement For Your Next Campaign

    A panel of marketing leaders to shared their recommended event marketing best practices at the Dreamforce HFM 2023. Here they are … Here are highlights from article 5 Event Marketing Best Practices To Implement For Your Next Campaign 1. Align your event to the appropriate stages of the funnel: – Consider where your event best…

  • Salesforce Starter: The Perfect Solution for Small Businesses

    Are you a small business owner who is interested in using Salesforce for your business? If so, Salesforce Starter was created just for you … Here are highlights from article Salesforce Starter: The Perfect Solution for Small Businesses 1. Salesforce Starter is a low-cost, lightweight version of Salesforce designed for small businesses. 2. It is…

  • Eliminate Form-Fill Burnout with Account Engagement Progressive Profiling

    Marketing Cloud Account Engagement Progressive Profiling is an out-of-the-box way to get detailed prospect data without causing form burnout … Here are highlights from article Eliminate Form-Fill Burnout with Account Engagement Progressive Profiling 1. Progressive Profiling: – Out-of-the-box functionality for B2B marketers – Gathers additional prospect data over time without lengthy forms – Increases conversion…