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
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
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
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 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
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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No more Spam Form submission in Pardot
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.
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Why you need an Account Engagement Audit
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.
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Trigger External Actions from Engagement Studio
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.
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Winter’23 Release: Account Engagement Preview
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.
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How to build an organised Account Engagement (Pardot)
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?
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Use Cases for Conditional Completion Actions
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.
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