3 Use Cases for Custom User Roles
Pardot user roles determine which features and data a user has access to. While there are four default user roles to choose from (Administrator, Marketing, Sales Manager, and Sales), these roles are not editable. You may find there are instances where you need a more flexible solution for access permissions. Enter Custom User Roles.
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Your Pardot Implementation Checklist
Congratulations! You’ve just bought a brand new product into your martech stack. It’s not just any product either, it’s Pardot – which opens you up to a new world of automation possibilities. Now you’ve just got to implement it…
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IP Warming: What, Why and How
IP warming is the practice of gradually increasing the volume of emails that you send with a dedicated IP address. This gradual process helps to establish a reputation with ISPs (Internet Service Providers) as a legitimate email sender. Doing this helps you to establish a good sender reputation, and helps you successfully get your emails […]
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5 Simple Answers to Pardot Questions
Working with multiple Pardot users, I often get asked the same questions. I also see similar questions being asked on the Trailblazer Community. To make your life easier, I’ve rounded up five of the most common Pardot questions and shared the answers below.
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Why you need to set up the Pardot Lightning App now
Are you using Pardot and Salesforce, but still not enabled the Pardot Lightning App? Find out what you can gain by setting it up – the sooner the better.
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Litmus 2020 State of Email Report – The Pardot Take
For several years Pardot has been integrated with Litmus Email Analytics in order to assist marketers with their email campaigns. Litmus is a rendering test tool which offers previews of how your email will look across different email clients, browsers and screen sizes. The Litmus 2020 State of Email Report has recently come out – […]
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The What, How and When of Pardot Sandboxes
Pardot Sandboxes have been widely requested by Pardot users around the world. (You can take a look at the idea here). They allow you to test in a safe, non-live environment before making changes for real. While Sandboxes have been available in Salesforce for a while, they have been long awaited in Pardot. But now […]
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Campaign Organisation in Salesforce and Pardot
Frustrated at your current campaign situation in Salesforce and Pardot? Whether you are setting up your campaigns for the first time or looking to improve, here are some things you can implement to make your campaigns easier to find, manage and report on.
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How to Use Workbench for Campaigns
During the configuration of a new feature anyone can face certain challenges, like when you need to work in a third-party platform all of a sudden. In this post, I’m here to tell you how I came across mine, when I recently used Workbench for Campaigns.
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Auto-Populate Address in Pardot Forms
Ever wondered if there is a way to auto-populate prospect address information on your Pardot forms? Continue reading to find out how you can help your prospects experience while collecting their address in Pardot.
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Should you be Using the Pardot v2 Connector?
It’s Summer 2020. You’re getting on in this crazy world and then BAM, Pardot makes the v2 connector available to upgrade to. What’s the v2 connector you ask? Am I on it already? Should I upgrade? All great questions. I’m here to answer them.
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Performing a Salesforce data export
As of August 2020, Salesforce no longer offers the data recovery solution it once provided. Although this solution was costly and not ideal, it does mean that if you do not have backup processes in place, you no longer have this last resort. As a result, it means you could suffer a data loss that […]
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