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, forgetting about assignments is the most common cause of CRM discrepancies. Today, we’ll look at the most common scenarios where, when prospects don’t get assigned, problems arise.
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 audience at the centre of your strategy?
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.
Finally 2020 is almost at an end! Therefore, it’s time to look forward, take control of your organisation’s systems and prepare for the year ahead. So here are some of the articles that you should take a moment to digest in order to have a proactive start to 2021. Don’t forget, Pardot releases come out 3x a year now, with the first one set to go live on February 15th.
Here at Nebula Consulting we work with clients via projects and through our support offering, Nebula Advance. Giving us a lot of experience in the ways that people report tasks and issues. Teaching us that although there are different approaches, there is definitely a best way to go about getting your issue resolved quickly.
Once your Salesforce Administrator has set up Salesforce CMS, you’ll be able to create, manage and deliver content across all of your channels in a way that’s super easy to collaborate with your team and even external contacts. Here, we’ll show you how to use Salesforce CMS and some tips around creating and organising your content.
As a Salesforce developer seeing the message “System.LimitException: Too many SOQL queries: 101” can be very frustrating.
In a large codebase it can be time consuming to find and fix these kind of errors. Even when your code is bulkified – why do errors remain?
They may only occur intermittently under certain circumstances, but none the less they still happen.
Continue reading “Common Apex Mistakes – Too many SOQL queries”
Outlook eh. *Email Marketers scream everywhere*. If you’ve ever tried to build an email, got it looking perfect, and then run it through Outlook rendering, you’ll understand the frustration. Line heights ignored, buttons look strange, background images lost – the issues are endless. Luckily we have fixes for most of these! The one I’m going to focus on today is how Outlook renders fonts.
Making B2B email design exciting and creative is a constant challenge for email marketeers. This challenge is heightened by one email client – Outlook. Outlook makes everything from animated gifs to typography style problematic. One area of email design this is increasingly apparent in is background images.
As of August 2020, Salesforce no longer offers the data recovery solution it once provided. Although this solution was costly and not ideal, it does mean that if you do not have backup processes in place, you no longer have this last resort. As a result, it means you could suffer a data loss that you can’t recover from.
During campaign execution it is important to run a few Pardot tests to make sure everything is working correctly. However, these can often cause inconsistencies and false data in your reporting. I’m here to share my recommendations for preventing them.
Back at the start of 2020, when we could still get out and visit clients, one of the hottest topics of conversation was email communication preferences. In preparation for 2018’s GDPR Directive, companies scrambled to put in place a strategy to manage an “opt in” process. Often with little thought to longer term consequences. Or to the wealth of engaged data built up over the preceding years.
Continue reading “Getting your Communication Preferences Right”