Insights

Clear filter X
Pardot Business Units – Leads and Contacts Syncing to Multiple BUs

Pardot Business Units – Leads and Contacts Syncing to Multiple BUs

Many organisations have Pardot Business Units, and need to allow a Prospect to exist in more than one BU. There are a few challenges with this. Pardot has released a technical solution to ensure that data is not being overwritten, and to give customers more control over their data. Salesforce recommends you work with a […]

Read
My Favourite Features of the Pardot Summer ’21 Release

My Favourite Features of the Pardot Summer ’21 Release

Over the past years, we have seen many great additions to Pardot, including new feature releases and user experience improvements. So, it is no surprise that the Pardot Summer ’21 Release holds many new items we are super excited about. Here are my favourite ones.

Read
Do you really need that Custom Redirect?

Do you really need that Custom Redirect?

Whenever I support my customers with Pardot clean-up tasks, I am always scared to look at the custom redirect page. Way too often I see thousands of custom redirects, sometimes going back 5 years. I’m here to make you question the need for creating tracked links before you end up like them.

Read
Making the most out of your Salesforce Instance using Salesforce Optimizer

Making the most out of your Salesforce Instance using Salesforce Optimizer

From PDF to App, the Salesforce Optimizer has come a long way since its release in Spring-17. In today’s blog I will be talking about the changes made. And how you can use this handy tool to optimise your Salesforce Instance.

Read
When is it time for a Salesforce Health Check?

When is it time for a Salesforce Health Check?

Although Salesforce controls a lot of their security features, there are different levels of security that you need to be aware of. The simplest way to do this is by running a Salesforce Health Check. In this blog, I have listed some of the main reasons for when it would be a good time to […]

Read
Dependent Fields for Pardot Checkboxes

Dependent Fields for Pardot Checkboxes

Dependent Fields are important for any successful form strategy. However, this functionality is only available for the Text or Dropdown field types. But what if you want to use a Dependent field with a Pardot checkbox?

Read
MFA for Salesforce Users: What you need to know

MFA for Salesforce Users: What you need to know

The number of cyberattacks against businesses is on the rise. Therefore, it is important that we implement stronger security measures to protect our customers and their data. Consequently, MFA for Salesforce Users will be required in order to access Salesforce products from February 2022.

Read
Did You Assign That Prospect?!

Did You Assign That Prospect?!

One of the most common questions I get asked as a Pardot Consultant is: ‘Why didn’t this happen’. This can be anything from ‘Why didn’t this prospect sync into that Salesforce campaign’ to ‘Why didn’t this task get created’. In most cases I respond with the question ‘Did you assign that prospect?!’. In my experience, […]

Read
Incremental Field Values in Pardot

Incremental Field Values in Pardot

There are so many clever tools available to use in Pardot… if only you knew where to find them. Today, I’m going to take a look at how we can use one Pardot solution to help achieve a multitude of cool automations – Incremental Field Values.

Read
How to Build Smart Segmentation Lists

How to Build Smart Segmentation Lists

Segmentation lists are crucial for every email communication strategy, as they form the target audience you would like to reach. However, the focus can easily shift to the emails themselves, and away from the target group, resulting in campaign specific segmentation. There are some cases when that is ideal, but why not consider placing your […]

Read
Moving to Pardot First-Party Cookie Tracking

Moving to Pardot First-Party Cookie Tracking

When a technical change is available in your Pardot account, it can be hard as an administrator to get all the facts, and put together a plan of action. Pardot First-Party Cookie Tracking is no different. I’m going to break down what the change is, and how to successfully implement it!

Read
Pardot Tracking with UTM Parameters

Pardot Tracking with UTM Parameters

Do you find it hard to identify entry points for your digital marketing campaigns? With UTM Parameters you can easily put the pieces of the puzzle together and impress your team.

Read