A dog is for life, not just for Christmas. The same cannot always be said for the Salesforce-Pardot connector user. There may come a time where the existing Salesforce connector user on your Pardot account just isn’t what you’re after anymore, and you’ll want to change it.
Continue reading “Changing Your Salesforce-Pardot Connector User”
Doctors and Lawyers have it incredibly easy. They can explain to complete strangers in one word what they do for a living. They can go home to loved ones and have them truly understand (even at a basic level) what they do for work. Being a Marketing Automation Consultant is different.
Continue reading “Explaining Marketing Automation to Your Grandparents”
Pardot Completion Actions allow you to perform a range of tasks automatically – as the name would suggest, they happen off the back of an action. For example, when a prospect completes a form, visits a page or downloads a file.
Continue reading “4 Use Cases for Pardot Completion Actions”
Pardot Forms can do some pretty cool things. From Progressive Profiling to Kiosk Mode, there is always something more you can be doing with them. Which brings me to the next great feature; Dependent Pardot form fields.
So often, we just focus on using personal data we have about our prospects in Pardot for segmentation purposes. But did you know that Salesforce Opportunity data can be incredibly useful for segmentation..
Continue reading “Using Salesforce Opportunity Data for Segmentation in Pardot”
Earlier in the year, Jeena talked about the importance of having an Email Preference Center (EPC). Setting one of these up in Pardot is fairly straightforward, however there is one thing you should be aware of to make sure you don’t get caught out.
Continue reading “Email Preference Centers: Don’t Get Caught Out!”
Pardot is fantastic for many things, but sadly having obvious field names is not one of them. Many people get confused between the Do Not Email, Pardot Hard Bounce, and ‘Opted Out’ fields.
There are many hidden gems in Pardot, but one of my personal favourites is the Prospect Audits. You may not have come across this in day to day Pardot use, so I’m going to tell you what it is and how it can help (and fascinate) you.
Did you know that you can manage your incoming marketing leads round-robin style in Pardot? Often this process in Salesforce can require a coded trigger, however in Pardot this process is really straightforward… here’s how! Continue reading “Setting Up Round Robin Lead Assignments in Pardot”
Creating engaging content can help guide and ultimately convert prospects into paying customers. But what content is appropriate for each stage of your funnel? And what kind of messaging should we be pushing at each of those stages?
Last year, Matt shared some of the common questions we get about integrating Google Analytics with Pardot. Today, I’m going to share an issue I’ve come across since then, concerning iframe blocking the UTM parameters from passing.
You might have your all singing, all dancing marketing automation platform, but just using a system doesn’t automatically guarantee marketing success.