Salesforce Tasks have been around for quite a long time, acting as a bridge between different teams and team members. When it comes to marketing activities, a common request we had was ‘Can we see which campaign triggered our tasks?’. Up until now, we were unsure, but not anymore.
Continue reading “Track Which Marketing Campaigns Are Driving Salesforce Tasks”
Automation Rules are one of the most powerful tools in Account Engagement (Pardot). Whether that is your lead management or opt-in process, this tool is essential to keep everything working. However, as of the Summer ’23 Release, real-time automation rules will become a thing of the past.
Continue reading “Say Goodbye to Real-Time Automation Rules”
The time has come, the Pardot Classic App will no longer be accessible soon. But when will this happen, what does it mean and what should you do?
Continue reading “The End of the Pardot Classic App – Get Pardot Lightning Today!”
Marketing Cloud Account Engagement (Pardot) and Salesforce are becoming more aligned than ever before. From Account Engagement Lightning, Engagement History, Lightning Builder assets, and more! Make sure your Salesforce users have the right access to Account Engagement functionality with our handy cheat sheet. Continue reading “MC Account Engagement User Permissions”
Scoring may be a familiar tool to most that use Account Engagement (Pardot), but is it utilised to its full potential? Then there’s Scoring Categories, a subset score based on specific content engagement. Can it benefit your business and add to better quality sales assigned leads?
If you’re not yet leveraging scoring rules, you can find our blog post here on reasons why you should consider this. If you’re ready for the next steps or looking for ideas, use cases and how to refine these processes, read on! Continue reading “Scoring & Scoring Categories: A staple, yet powerful tool”
Spam form submission is one of the most challenging causes of security risks in the Account Engagement (Pardot) platform. They open a gate not only into your marketing platform but your CMS as well, so you have to protect your platforms and be prepared.
In a previous blog, we asked “Does your Pardot Account Need an Audit?”, where we explained what is involved in a Pardot Audit, and how we at Nebula run these for our customers to ensure they get the most out of their investment.
You may have seen that in the Winter’23 Release, you will be able to take action on prospects outside of Account Engagement. This is really exciting news for marketers that have disparate systems. We were lucky enough to pilot this feature over the summer, read on to find out how it went.
Continue reading “Trigger External Actions from Engagement Studio”
Prior to the Spring’23 Release, admins would have the option to set whether Salesforce or Account Engagement (Pardot) is the source of truth (the winner) for prospect opt out status. However, based on valued feedback from the community, the third sync option for the Opt Out field ‘Use the most recently updated field value’ will be made available again on 13 June 2023. This means you no longer need to select one system to be the master and ‘win’ if there is a data discrepancy but the system with the most recently updated value will take ownership. It is essential to make sure field history tracking is enabled on the Opted Out field for Lead and Contact records if you choose this option. Read on to learn more about the considerations before choosing which option is best for you.
The Winter ’23 release account engagement preview is out, and I’ve rounded up my main takeaways so far. These are subject to change so make sure you check back closer to the release dates. The release is scheduled for 9/9, 7/10 and 14/10 weekends.
Continue reading “Winter’23 Release: Account Engagement Preview”
Let’s imagine a library before we talk about Account Engagement (Pardot). Books are organised by genres to separate shelves and often categorised in alphabetical order. This makes it easy to find the book you need. Now, why can’t we have that, in the form of an organised account?
Continue reading “How to build an organised Account Engagement (Pardot)”
There are many blog posts flying around about Conditional Completion Actions, and I can understand why. This awesome new feature is something to shout about! If you’re wondering how you can apply these to your Pardot instance, continue reading on. Continue reading “Use Cases for Conditional Completion Actions”