Pardot
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What are Pardot Tags? (+ 11 Ways to Tag in Pardot) | THE DRIP
Use Pardot Tags to stick a label on to any record in Pardot for quick segmentation, organization and identification. See 11 ways to use them … Here are highlights from article What are Pardot Tags? (+ 11 Ways to Tag in Pardot) | THE DRIP 1. Pardot Tags are labels that can be applied to…
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How Marketing Data Sharing works in Pardot with new Leads and Contacts
Marketing Data Sharing is a powerful feature in Account Engagement (Pardot), but it’s also a bit confusing. I explain how MDS works with new Leads and Contacts … Here are highlights from article How Marketing Data Sharing works in Pardot with new Leads and Contacts 1. Marketing Data Sharing (MDS) requires selecting a Salesforce field…
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Top 10 Underutilized Pardot Tools and How to Use Them | Salesforce Ben
Share this article…Let’s face it: Marketing Cloud Account Engagement (Pardot) is an advanced-level marketing automation platform. It comes with a powerful API, seamless integration with the Salesforce core platform, and allows you to build complex automations that bridge sales, marketing, and service. It is jam-packed… Read More … Here are highlights from article Top 10…
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How to Automate Lead Assignment for Salesforce Platforms
How to Automate Lead Assignment for Salesforce Platforms Lead assignment • Salesforce platforms Exactly how leads are handed over from marketing to sales should never be assumed or taken lightly. Lead assignment is a crucial step in … Here are highlights from article How to Automate Lead Assignment for Salesforce Platforms 1. Sync Behaviors: –…
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CRM Analytics: Use Parameters to Make Component Widgets Dynamic
Thanks to the Salesforce Summer ‘23 release, you can now use parameters to transform CRM Analytics component widgets into dynamic ones … 1. Introduction to dynamic component widgets in CRM Analytics: – Components are a hidden gem in the CRM Analytics toolbox. – Before the Salesforce Summer ‘23 release, components had to be identical on…
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Migrating From Marketo to Account Engagement: Key Things to Know
This post will guide those who are migrating from Marketo to Account Engagement to ensure the migration goes as smoothly as possible … 1. Difference in the Email field: – In Marketo, the email field can be blank or have invalid values. – In Account Engagement, the email field is required and must be in…
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A Guide to Pardot SEO: Dos & Don’ts
A Guide to Pardot SEO: Dos & Don’ts Pardot SEO • Account Engagement When it comes to search engine optimisation, Account Engagement (formerly known as Pardot – I’ll use the two names interchangeably) has some nifty built-in features for tracking. However … 1. Pardot SEO ‘dos’: – Track search keywords by adding and monitoring target…
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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…