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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From Draft to Finished in Apex
Paul Gardner said “A painting is never finished. It simply stops in interesting places”. This is 100% true of code. The finish is not the most important thing – when we seek to learn by looking at code, the steps along the way say much more than the end-product alone. So, as I created a […]
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Why you should enable HML in Pardot
In 2019 Pardot released a new merge language for personalising emails – Handlebar Merge Language (HML). If you haven’t enabled HML in Pardot yet, you should look to do so soon, I’m sharing some of the reasons why.
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Grading Profiles for Different Products / Services
Grading is Pardot’s answer to getting a quick view on how closely a prospect matches your ideal customer profile. But what if your business has several ideal customer profiles, one for each business offering? Perhaps you could set up custom Grading profiles…
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Remove Pardot Tests from your Reporting
During campaign execution it is important to run a few Pardot tests to make sure everything is working correctly. However, these can often cause inconsistencies and false data in your reporting. I’m here to share my recommendations for preventing them.
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Integrating Zoom with Pardot
As we move closer to a World of virtual events, webinars and conferencing platforms are growing exponentially in popularity. One of the fastest-growing webinar platforms is Zoom. Here’s how you can integrate your webinars from Zoom with your Pardot account. Note: This blog originally detailed two methods of integrating Pardot and Zoom, this has now […]
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Country Field Discrepancies between Salesforce and Pardot
If you have enabled Salesforce State and Country picklists and you are using the Pardot default list of countries for the Prospect Default field as a dropdown, then make sure you read this article on how to ensure the mapped fields match and avoid getting lots of sync errors!
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Person Accounts in Pardot
At the recent Pardot London’s meet-up, I spoke about Person Accounts in Pardot. They are best described as a merged Account and Contact record with a locked one to one relationship, allowing you to take advantage of the standard Salesforce functionality for both objects.
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