Insights

Clear filter X
Pardot Reporting: What, Where and How?

Pardot Reporting: What, Where and How?

Over the past years, we have seen many great new features rolled out, all related to Pardot Reporting. However, confusion can rise quickly. It’s not always easy to tell what reporting is available to you, where can you find it, and how you can make the most out of it. Hopefully, my post will help […]

Read
Custom Object Syncing with Pardot

Custom Object Syncing with Pardot

As a B2B marketing platform, Pardot offers out-of-the-box connections to Leads, Contacts, Accounts and Opportunities. But what if you want to reference a Custom Object in your Pardot segmentation? There is a way and I’m here to tell you all about it.

Read
3 Steps to the Perfect Re-Engagement Campaign

3 Steps to the Perfect Re-Engagement Campaign

So you want to run a Re-Engagement Campaign in Pardot? Maybe you’ve been doing some list cleaning and discovered you had more inactive prospects than you thought. What now? How do you reach that audience and bring them back into your campaigns? The answer is three simple steps to an effective re-engagement campaign, inviting your […]

Read
Empower your Pardot Super User

Empower your Pardot Super User

Pardot account management has been gradually moving over to Salesforce. Now, there are specific permissions you can apply to a permission set, so that your Pardot Super User can manage your Pardot account directly in Salesforce. Empower your Pardot Administrator today by unlocking the Marketing Setup area.

Read
All About Pardot Mailability

All About Pardot Mailability

One of the greatest new features of the Summer ’21 release allows you to know more about Pardot mailability. But before you upgrade, take a look at the considerations and start planning your mailability strategy.

Read
Top 5 Salesforce Summer’21 Release Features

Top 5 Salesforce Summer’21 Release Features

With the Salesforce Summer’21 release date just around the corner, we’ve put together some of the main features we are looking forward to seeing.

Read
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.

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