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How to Run a Successful Global Account Engagement (Pardot) Account

How to Run a Successful Global Account Engagement (Pardot) Account

Running any Account Engagement (Pardot) account can be a challenge, but even more so when your teams are based around the world. We helped many businesses with the implementation, day-to-day operations, and building strategy for global teams. From organisation and access to brand consistency and training, we’ve seen it all.

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Files in Account Engagement (Pardot)

Files in Account Engagement (Pardot)

As with all digital platforms, it is impossible to work in Account Engagement (Pardot) without relying on files. The company logo, your latest whitepaper, or a Javascript file doing all the magic on your forms, all of these exist on the platform as files. However, we often take them for granted without thinking about how […]

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Spring ‘23 Release for Marketing Cloud Account Engagement

Spring ‘23 Release for Marketing Cloud Account Engagement

  The Spring ‘23 release seems to have a bit of a running theme around maintenance and technical setup, with no updates for the marketer’s experience on the platform. One of the core values of Salesforce is trust, and this release seems to be ensuring their platform can remain a trusted tool to use. We […]

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Manage your Webinar Campaigns with Account Engagement

Manage your Webinar Campaigns with Account Engagement

Integrating your webinar campaigns with Pardot allows webinars to become part of your marketing automation strategy. Download our guide to learn how you can succeed.

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May 2023 Update: Opt Out Sync Behaviour

May 2023 Update: Opt Out Sync Behaviour

Based on valued feedback, you can now use the most recently updated field value as a source of truth for the prospect Opted Out field.  In the Spring’23 release, you would need to set either Account Engagement (Pardot) or Salesforce to win if there is a discrepancy between the two systems. But in the recent […]

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Define Your Global Marketing Strategy with Account Engagement

Define Your Global Marketing Strategy with Account Engagement

In the last few releases, the Account Engagement product team has given us some amazing enterprise-level features for global marketing automation. We’ve seen the introduction of Einstein, External Actions and a more powerful infrastructure to back up larger datasets and complex operations. Global enterprise businesses are now choosing Account Engagement more and more. But how […]

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Building bridges: The Pardot API for Marketers

Building bridges: The Pardot API for Marketers

When hearing “API” (application programming interface) crop up, you might think to go straight to your development team and leave it with them. You’re right in thinking the mechanics of how this works is very much a developer task, but it’s important as a Consultant or Account Engagement (Pardot) admin to understand the capabilities that […]

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Use the new Email Builder in Salesforce Engage

Use the new Email Builder in Salesforce Engage

In the Spring ‘22  release, a new setting was added for Salesforce Engage. The new setting lets you choose which types of emails sales reps can use when sending Engage emails –  Pardot Classic or Lightning. Read on to learn more about how to enable and use it.

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Track Which Marketing Campaigns Are Driving Salesforce Tasks

Track Which Marketing Campaigns Are Driving Salesforce Tasks

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.

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Say Goodbye to Real-Time Automation Rules

Say Goodbye to Real-Time Automation Rules

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.

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The End of the Pardot Classic App – Get Pardot Lightning Today!

The End of the Pardot Classic App – Get Pardot Lightning Today!

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?

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MC Account Engagement User Permissions

MC Account Engagement User Permissions

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.

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