First things first, when we’re talking about a queue in Account Engagement – what do we actually mean? Continue reading “Using Queues in Account Engagement”
Category: MC Account Engagement
Building Forms with Multiple Dependencies
In Account Engagement, dependent fields allow you to establish a parent-child relationship between the different form fields. By dynamically presenting fields based on previous selections, you can collect more relevant and accurate data while guiding prospects through a tailored form-filling experience. But when would you use these dependencies in your forms?
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Stop Talking about Data Hygiene and Start Taking Action!
One of the most common phrases I hear when speaking with customers is “We just need to sort our data quality”. It’s a commonly repeated refrain, often with little activity beyond that. It seems that people don’t know where to start. Continue reading “Stop Talking about Data Hygiene and Start Taking Action!”
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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Marketing GPT – What’s it all about?
So there we have it – the future of AI has arrived at Salesforce. Following the swift rollout of Sales GPT and Service GPT, Salesforce announced Marketing and Commerce GPT at Connections in June. Continue reading “Marketing GPT – What’s it all about?”
Build your Landing Pages with UX in mind
You might have heard the expression “Solve for one, extend to many” – the mantra of inclusive design, which is a huge part of UX conversations. When it comes to Account Engagement Landing Pages, I believe this methodology is about making your pages easy to use for everyone. Continue reading “Build your Landing Pages with UX in mind”
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. Continue reading “Account Optimizer for Account Engagement”
Marketing App Extensions for Account Engagement
Account Engagement is increasing its extensibility, and we’re seeing some exciting developments in tracking and triggering external actions on our Prospects. I’ll break down what these extensibility features are, and how you can use them.
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Summer ’23 Release – Our Account Engagement Hot Picks
It’s that time again! The Summer ’23 release notes have arrived and our Marketing Cloud team have put together their favourite features. Take a look at what we can’t wait to see in Account Engagement.
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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.
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 caused by mistakes. Continue reading “Data Backups for Account Engagement”
Retain Your Customers With Account Engagement (Pardot)
Looking to retain your customers with Account Engagement (Pardot)?
Often, organisations use Account Engagement to focus on new leads. 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.
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