One of the most common requests I come across is: “How can users forward Pardot emails to their customers?“. Whether it is for an event invite or a promotional email, simply forwarding a tracked Account Engagement email can cause serious issues.
Continue reading “Should I Forward Account Engagement (Pardot) Emails? No!”
The Institute of Customer Services describes Customer Experience (CX) as what an organisation does to meet customer expectations and achieve customer satisfaction. Most businesses are working to improve their customer’s satisfaction. Have you considered how the same principles could improve internal customer satisfaction?
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.
As a Pardot Consultant, GDPR and Privacy Policies are a frequent topic of conversation with customers.
Two of the most common discussion points are around opt-in checkbox texts, as well as linking a privacy policy to a form or landing page.
Continue reading “Privacy Policies: Have we Really Learned from GDPR?”
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?
You might have your all singing, all dancing marketing automation platform, but just using a system doesn’t automatically guarantee marketing success.
As email communications are major part of a marketing strategy, it’s important to ensure your emails are always in their best shape. A great way to constantly improve your campaigns is to optimise Pardot emails with A/B Testing functionality.
Continue reading “Perfect your Pardot Emails with A/B Testing”
When you have a brand new Pardot instance, the unsubscribe page uses a pretty basic template already sitting in Pardot. It’s not the most inspiring, so customising your Pardot unsubscribe page is something I really recommend doing.
You’ve seen the signs for some time. The mornings are getting lighter, the weather is getting a little less gloomy, and daffodils are popping up all over the place. That can only mean that Spring is officially here and, just like with your own home, it is time to get your hands dirty and have a spring clean.
Continue reading “Does Your Salesforce Org Need a Spring Clean?”
When did you last check your Salesforce security settings? Data security is a top priority for many organisations, and this has only been exacerbated since the announcement of GDPR. Just like ourselves, without regular checkups, your Org might not be as healthy as you thought.
If you’ve just started using Pardot, one of the things you will notice is that, unlike many other email marketing platforms, there is no drag and drop template editor. But there is an idea for this floating around the community, which you can vote for here.
In the meantime however, I’m going to run you through how Pardot Templates work, and give you some tips and resources for making them look great.
One of the many aspects that many don’t consider when managing Salesforce is protecting your data from loss or corruption. A CRM system is only as powerful as the data you hold in it. Continue reading “The cost of not having a data backup”