Pardot
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Engagement History Dashboards: Enhanced Pardot (Account Engagement) Campaign Reporting
Engagement History Dashboards are out-of-the-box dashboards that show campaign performance over time. Follow these steps to enable this in your org … 1. Engagement History Dashboards overview: – Show campaign performance over time. – Display interactions with Pardot (Account Engagement) campaigns. 2. Usage of Engagement History Dashboards: – Can be used on Campaigns, Accounts, Opportunities,…
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Capturing UTM Parameters: 4 Scripting Paths for Account Engagement Landing Pages
In this post, we’ll cover four ways to track the first and last touchpoints on Account Engagement landing pages by capturing UTM parameters … 1. Option 1: Map the URL to hidden form fields – Use JavaScript to extract UTM values from the URL – Map the UTM values to the correct hidden form fields…
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How to Copy Assets Between Account Engagement Business Units
With the Summer ‘23 release, we can now use Salesforce Flow to copy marketing assets between Account Engagement Business Units … 1. Accessing the Account Engagement Business Unit Bulk Asset Copy Flow – Go to Setup > Flow and select the Account Engagement Bulk Asset Copy Flow – Note: You may only be able to…
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6 Tips for Audience Lists in Pardot (Account Engagement) | Salesforce Ben
Mastering the art of creating and managing audience lists in Account Engagement (Pardot) is key to an effective email strategy. Here’s 6 top tips … 1. Use a Naming Convention: – Use a naming convention to ensure consistency and avoid creating multiple versions of the same list. – Set up a generator using Google Sheets…
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How to Make Sales Fall in Love with Account Engagement
In this post, we’ll share ways to get sales teams excited about Account Engagement so they can be more productive with marketing leads … 1. Visibility into Account Engagement in Salesforce – Add Engagement History to Contact Page Layout – Easily edit the Contact record page in Lightning Builder – Shows a log of all…
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Qualifying Existing Contacts from Account Engagement · Nebula Consulting
Lead managment is complex when it comes to existing contacts. Explore three options for smarter lead management with Account Engagement … 1. Challenges of re-qualifying existing contacts: – Account Engagement cannot re-assign Salesforce records – Account Engagement will not create duplicates in Salesforce – Reports cannot include both Leads and Contacts 2. Option 1: Use…
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The Simple Way to Create Multi-Language Account Engagement Forms – The Spot
Handling multiple languages on forms has always been complex. Here’s a simple way to create multi-language Account Engagement forms … 1. Challenges with traditional solutions for creating multi-language Account Engagement forms: – Need to figure out which form to display – Handling submissions for a single goal across multiple forms 2. A new solution for…
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Why Pardot Score Changes Are Missing From Prospect Activity | THE DRIP
Share this article…Have you ever noticed that a prospect’s score changes doesn’t add up with their activities? While the prospect’s overall score has increased (in increments), each activity shows 0. When I worked as a Pardot (Account Engagement) Consultant, it was a phenomenon I was… Read More … 1. Prospect score changes not aligning with…
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Why Use Pardot Landing Pages Instead of a Website CMS?
Why Use Pardot Landing Pages Instead of a Website CMS? Landing Pages • Account Engagement Landing pages are a fundamental tool for marketers and Marketing Cloud Account Engagement (formerly Pardot) provides the ability to build these directly within your account. But … 1) Reporting: – Pardot landing pages provide detailed reporting functionalities within Salesforce.…
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How to Test Pardot (Account Engagement) Automation and Assets | Salesforce Ben
Share this article…For marketers – specifically, the team you have supporting marketing operations functions in your organization – your marketing technology stack is at the heart of everything you do. Virtually every goal and initiative your team has is managed by tools that need to… Read More … 1. Importance of monitoring your tech stack:…