Quick Tip: Some lesser known Pardot and Salesforce limitations
Quick Tip: Some lesser known Pardot and Salesforce limitations
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Articles by Jeff Kemp
Author | Jeff Kemp
Founder and Principal Consultant
With 30 years of marketing experience I’ve been laser targeted on Marketing Automation for 10 years, seven of those as a Salesforce Certified Pardot Consultant, and more recently a HubSpot Expert.
Since I’ve worked with a lot of clients in various industries I’ve seenĀ several of the same struggles that are common to almost all organizationsĀ (as outlined inĀ this article). With each organization and project that I’m involved with I work hard to solve many of those typical problems, plus identifying and solving sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems and helping organizations set up effective lead management systems using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting (OBC) helps organizations to implement, optimize, and maintain their existing or new Pardot (Account Engagement), Salesforce, HubSpot, or WordPress platform. OBC is proud to be a Salesforce Partner and HubSpot Partner.Ā –>More about Jeff & OBC
Using and extending Google UTM parameters in Pardot
There are two types of UTMs available in Marketing Cloud: native and custom.
Quick Tip: Pardot status updates
Once you subscribe to Pardot status updates you will be notified via email of any Pardot issues. This is very useful for knowing when there are issues with Pardot, and knowing almost immediately once they are resolved.
Pardot Completion Action Enhancements, Summer 22
Apply conditional completion actions on Pardot forms using criteria to filter prospects. Send Slack notification to your team from Pardot when prospects engage with your marketing assets.
Appleās Mail Privacy Protection and which engagement metrics matter most
What is Appleās Mail Privacy Protection? In 2021, Apple released new privacy features in iOS 15, iPadOS 15, macOS Monterey and Apple watchOS 8 in their ongoing efforts to protect usersā online activities. One of the features, Mail Privacy Protection (MPP), gives users...
Salesforce Campaign Attribution Models and Campaign Reporting
Part of a series in Pardot and Salesforce best practices, we go into detail on the various Salesforce campaign reporting tools and templates available to you. Weāll also go over campaign attribution models and how to use them to gauge marketingās true impact on your campaigns.
The Pardot rename
Salesforce has made what I believe is a branding mistake. Today they officially renamed Pardot to Marketing Cloud Account Engagement.
Best Practice: Salesforce and Pardot campaign setup
Deep dive article providing practical tips on campaign set up for achieving useful and accurate engagement and revenue attribution numbers using campaigns in Pardot and Salesforce. We show you how to set up Salesforce campaigns and how to use Salesforce campaigns effectively with Pardot.
Job Posting: Automations/Integrations Technologist | Salesforce Admin (fractional/freelance/remote)
Automations/Integrations Technologist | Salesforce Admin (remote U.S. based). We have need for automating and connecting systems within our internal operations. Must have hands-on 2-3 years of Salesforce Sales Cloud admin work experience, including intermediate level Flows.
Job Posting: Technical Virtual Assistant (VA) (fractional/freelance/remote U.S. based)
Job Posting: Virtual Assistant (VA) (remote U.S. based). We have need for ongoing data entry and other tasks. Must have hands-on 2-3 years of VA work experience. Must be U.S. based person already doing VA work, good communicator (good spelling/grammar), intelligent, quick learner, and responsive to task requests.
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Quick Tip: Some lesser known Pardot and Salesforce limitations
Quick Tip: Some lesser known Pardot and Salesforce limitations
Using and extending Google UTM parameters in Pardot
There are two types of UTMs available in Marketing Cloud: native and custom.
Quick Tip: Pardot status updates
Once you subscribe to Pardot status updates you will be notified via email of any Pardot issues. This is very useful for knowing when there are issues with Pardot, and knowing almost immediately once they are resolved.
Pardot Completion Action Enhancements, Summer 22
Apply conditional completion actions on Pardot forms using criteria to filter prospects. Send Slack notification to your team from Pardot when prospects engage with your marketing assets.
Appleās Mail Privacy Protection and which engagement metrics matter most
What is Appleās Mail Privacy Protection? In 2021, Apple released new privacy features in iOS 15, iPadOS 15, macOS Monterey and Apple watchOS 8 in their ongoing efforts to protect usersā online activities. One of the features, Mail Privacy Protection (MPP), gives users...
Salesforce Campaign Attribution Models and Campaign Reporting
Part of a series in Pardot and Salesforce best practices, we go into detail on the various Salesforce campaign reporting tools and templates available to you. Weāll also go over campaign attribution models and how to use them to gauge marketingās true impact on your campaigns.
The Pardot rename
Salesforce has made what I believe is a branding mistake. Today they officially renamed Pardot to Marketing Cloud Account Engagement.
Best Practice: Salesforce and Pardot campaign setup
Deep dive article providing practical tips on campaign set up for achieving useful and accurate engagement and revenue attribution numbers using campaigns in Pardot and Salesforce. We show you how to set up Salesforce campaigns and how to use Salesforce campaigns effectively with Pardot.
Job Posting: Automations/Integrations Technologist | Salesforce Admin (fractional/freelance/remote)
Automations/Integrations Technologist | Salesforce Admin (remote U.S. based). We have need for automating and connecting systems within our internal operations. Must have hands-on 2-3 years of Salesforce Sales Cloud admin work experience, including intermediate level Flows.
Job Posting: Technical Virtual Assistant (VA) (fractional/freelance/remote U.S. based)
Job Posting: Virtual Assistant (VA) (remote U.S. based). We have need for ongoing data entry and other tasks. Must have hands-on 2-3 years of VA work experience. Must be U.S. based person already doing VA work, good communicator (good spelling/grammar), intelligent, quick learner, and responsive to task requests.
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Certified Consultant/Owner | Jeff Kemp
Marketing Automation & CRM Consultant
I help select your tech stack and optimize your processes for improved marketing & sales effectiveness, operations, and ROI.
My superpowers are Knowledge, Experience, and Business acumen. I enjoy the intersection of working with people, processes, and technology where I can provide leadership and add value.
With over 30 years of marketing and sales experience I've been laser targeted on Marketing Automation for 10 years, seven of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a Certified Salesforce Administrator and HubSpot Expert. Prior to that I have over 15 years of WordPress development experience and additional roles in sales and marketing management.
Since I've worked with a lot of clients in various industries I've seenĀ several of the same struggles that are common to almost all organizationsĀ (as outlined inĀ this article). With each organization and project that I'm involved with I work hard to solve many of those typical problems, plus identifying and solving sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems, and architecting processes and solutions to help organizations set up effective lead management systems and operational efficiencies using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting (OBC) is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC
