Top 10 Underutilized Pardot Tools and How to Use Them | Salesforce Ben

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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 Underutilized Pardot Tools and How to Use Them | Salesforce Ben

1. A/B Testing in Engagement Studio:
– A/B testing allows you to test different paths in Engagement Studio programs.
– Assign prospects an A/B variable via a formula field or Salesforce Flow.
– Use Engagement Studio’s rule step to split prospects on the A and B paths.

2. Chatter Collaboration on Email Content and Campaigns:
– Use Chatter to gather feedback, insights, and involve stakeholders.
– Post questions and polls next to email content and campaign records.
– Salespeople can follow campaigns of interest.

3. Conditional Completion Actions:
– New feature that allows you to target completion actions based on prospect data.
– Set up conditions to fire completion actions for identified prospects.
– Route contact requests, assign prospects to separate segmentation lists, notify sales on high-priority activities.

4. Dynamic Lists on the Email Preference Center:
– Use dynamic public lists to allow prospects to choose the type of communication they want to receive.
– Automatically subscribe people to public lists based on demographics, behavior, and interests.
– Prospects can unsubscribe or opt down normally without additional configuration.

5. Form Field Validation:
– Use form field validation to ensure data quality and accuracy.
– Set up rules to check that fields are correctly filled in and meet specific criteria.
– Display error messages and prevent submission if fields are not valid.

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