Pardot
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How to integrate Pardot with Google Analytics (G4) to track engagement
The change away from Google Analytics 360 to G4 has ramifications for marketers using Pardot. This session dives into what you should know … Here are highlights from article How to integrate Pardot with Google Analytics (G4) to track engagement 1. Basics of GA4 events from a marketer’s perspective – Understanding the concept and importance…
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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…