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Lead Source Tracking in Account Engagement (Pardot)

Lead Source Tracking in Account Engagement (Pardot)

Firstly, what is ‘lead source’?  Let’s start by defining what a ‘lead source’ actually is and why we use it.

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Prepare for 2024 Changes for Email Senders

Prepare for 2024 Changes for Email Senders

Google & Yahoo are releasing changes for email senders to reduce spam emails for their users. However, this could mean that your domain could be flagged as spam if you do not prepare. If you are a Marketing Cloud user (Account Engagement or Engagement) and you are concerned about how this might affect you, you’re […]

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Avoid These 6 Email Marketing Mistakes to Maximise Long Term Success

Avoid These 6 Email Marketing Mistakes to Maximise Long Term Success

In today’s digital era, email marketing remains a powerful tool for businesses to connect with their audience, drive engagement, and ultimately boost conversions. Whilst the potential benefits are immense, navigating the landscape of email marketing requires finesse, attention to detail and evaluation over time.

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Custom Email Preference Centre – What is it?

Custom Email Preference Centre – What is it?

An Email Preference Centre is a place where your known prospects can subscribe (or unsubscribe) to the types of communications they receive from you. The intention of having this is to allow your prospects to choose which communications they are interested in reading about.

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Qualifying Existing Contacts from Account Engagement

Qualifying Existing Contacts from Account Engagement

When designing a lead lifecycle, organisations will typically focus on the journey for a net new lead. Salesforce and Account Engagement’s out-of-the-box features provide an easy route for new prospects to be identified, qualified, handed over to sales and worked through the sales process.

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Account Optimizer for Account Engagement

Account Optimizer for Account Engagement

In the Spring ’23 release Account Engagement Users were able to opt-in to the beta version of the Account Optimizer. This tool surfaces factors that could be affecting the performance of your account and provides you with a recommended action and the priority for this.

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How to improve User Experience on Forms

How to improve User Experience on Forms

When it comes to forms, a high submission rate is every marketer’s dream. However, quite often we face bad user experience on forms, which can even prevent the submission itself. Lucky for us, there are plenty of ways to make Account Engagement forms more user-friendly – read on for my top 3 picks.

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Data Backups for Account Engagement

Data Backups for Account Engagement

Any Administrator or Super User has experienced the painful realisation that something has gone wrong. It may have been an automation rule, an import, or a discrepancy between Salesforce and Account Engagement. Unfortunately, there isn’t a magical undo button for these things. However, if you follow good practices, you can protect your account against issues […]

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Retain Your Customers With Account Engagement (Pardot)

Retain Your Customers With Account Engagement (Pardot)

It can be easy to forget to nurture and connect with existing customers. We can help you develop your customer strategy, and give you best practice advice around executing it using Account Engagement (Pardot).

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Validate your Email Sending Domain in Account Engagement (Pardot)

Validate your Email Sending Domain in Account Engagement (Pardot)

One of the changes for Account Engagement in the Spring 23 Release is a new way to validate your email sending domain. If you’ve been using Account Engagement for a while, chances are you set up your domain during implementation and haven’t thought much about it since. So, what does this change mean and what […]

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Power Up Your Events with Account Engagement

Power Up Your Events with Account Engagement

Events are a huge part of many organisations’ marketing strategies, including handling registrations and communications. Combining multiple platforms and lots of data can be a big challenge. But we can help you to level up your events with Account Engagement in no time.

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How to Run a Successful Global Account Engagement (Pardot) Account

How to Run a Successful Global Account Engagement (Pardot) Account

Running any Account Engagement (Pardot) account can be a challenge, but even more so when your teams are based around the world. We helped many businesses with the implementation, day-to-day operations, and building strategy for global teams. From organisation and access to brand consistency and training, we’ve seen it all.

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