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”
As developers we have a responsibility to ensure that any code we write can be easily understood. Especially by any other developer who may come along and take on our code. Not only that, but writing code in such a way that when we ourselves come back to it, we can still recall what it does and why it does it.
Sometimes you might need to limit the data that syncs between Salesforce and Pardot. Here’s a quick overview of how you can be more selective with your data syncing. Continue reading “Selective Syncing from Both Sides of the Fence”
Chrome have improved their security for users and are moving to a secure-by-default model. This model has the potential to stop third-party cookies from functioning. Find out how this affects your Pardot account below…
Next in the series of amazing new features Pardot have rolled out this autumn is ‘Allow Prospects to Resubscribe to Pardot Emails’. This allows marketers to automatically ask prospects to resubscribe if they fill in a form while opted out.
Continue reading “Resubscribe Prospects Automatically in Pardot”
For certain marketing campaigns you need to find a way to send personalised download files to your Pardot prospects. These situations could be the sending of a certification document or targeted information to your key accounts.
Continue reading “Personalised Download in Pardot for your Prospects”
Pardot already offers the option to add IP location to your account, but they have recently announced that this feature will soon be enabled on all Pardot accounts!
A bug has been reported in production and there’s no obvious path to the problem. What are you going to do? A build process is failing and the errors make no sense. What are you going to do? A report is showing you things in the data that just shouldn’t happen. What are you going to do?
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”
Do you struggle to decide which type of Pardot form is best for your marketing campaigns? Many of my clients have asked my opinion on what they should be using. As I say to them to all, it depends on several aspects, including what they want out of it.
It’s very common to exceed your Pardot account’s usage limits. This is a normal scenario encountered by most users at some stage of being a Pardot Admin, so don’t panic. The limits are Pardot’s way to remind your team to keep your account clean and organised.
Continue reading “I’ve exceeded my Pardot Usage Limits – what should I do?”
Have you ever noticed that some of your prospects are assigned to a certain user in Pardot but when you look in Salesforce they are assigned to a different user? We have seen this inconsistency several times with our clients, and we have the solution ready for correct user assignments.