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…

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…

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…

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.…