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…

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…

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…

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…

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…