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Using and extending Google UTM parameters in Pardot
This article shows how to set up and extend custom UTM functionality in Marketing Cloud Account Engagement (MCAE/Pardot) for more robust UTM campaign tracking and various methods for capturing custom UTM data for a new or existing prospects into Pardot.
HubSpot campaigns vs. Salesforce campaigns (what’s the difference?)
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Pardot Sandbox (Salesforce Marketing Cloud Account Engagement Sandbox) Requirements, Limitations, and Considerations
Which test environment should you use: Pardot Sandbox, Pardot Demo Org, Pardot Dev Org? We outline some things to take into account and highlight some of the main differences between testing environments so that you can make the best decision on which type of testing environment or ‘playground’ will work best for your needs.
More precise wait times in Pardot Winter ’24 Release
Engagement studio has shorter email wait times, but are they short enough? Does the Winter ’24 Release give you enough delay time options?
Using Form Journeys to consolidate and automate form processing using Pardot marketing automation
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Does migrating marketing automation or CRM platforms actually pay off?
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.
Quick Tip: Some lesser known HubSpot limits and constraints
How many emails can you send per month with HubSpot? What is the limit on the number of HubSpot campaigns and workflows?
Notable Pardot enhancements of the Summer ’23 Release
Our notable Pardot enhancements include the new Optimizer and the ability to use external actions with all completion actions.
How to avoid form spam using marketing automation
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Salesforce reintroduces recently culled opted out sync behavior
As of June 13 users can select from three opted out sync behavior: Use Salesforce’s, Use Account Engagement’s or Use the most recently updated field
Pardot Managed Services Case Study | Byte Software — Optimal Business Consulting
Byte Software, a mortgage technology company, wasn’t extracting the most from their marketing automation system and needed onboarding help with their Pardot instance. OBC had the knowledge and experience to get Byte Software where they needed to be with Pardot.
Quick Tip: Syncing HubSpot with Salesforce Do Not Email
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Pardot Tracking & Consent JavaScript API
Pardot addresses cookies consent, privacy & security issues with its new API. Set up specific countries for GDPR & where the banner appears.
Managing cookie and tracking consent with HubSpot
In this post you’ll learn how to set up & edit cookie tracking and consent banners in HubSpot, as well as how to customize the granularity of cookie tracking & wording and language options.
Pardot now says Account Engagement
If you’re are having trouble locating Pardot in the App Launcher try looking for Account Engagement. It has been updated.
HubSpot vs. Pardot comparison…which one is better?
Is HubSpot better than Pardot? We rate each feature with a one to five star importance rating to give a quick visual indication of which platform ‘wins’ on any particular feature/issue.
Quick Tip: How to tell if you are using Pardot Classic or Pardot Lightning
Pardot App or Pardot Lightning? That is the question. For all Marketing Cloud Account Engagement (Pardot) users out there who’ve maybe recently started working with Pardot or who's organization recently enabled Pardot Lightning, and who aren’t familiar with the...
Top 10 most common marketing automation problems organizations face
We’ve been in Marketing Automation for about 10 years, and have focused on Pardot Consulting for 7 of those years. So we’ve worked with a lot of clients and have seen several of the same struggles that are common to almost all organizations with regard to their marketing automation and CRM platforms.Below is a list of the Top 10 most common marketing automation problems that we see.
Is this your story? You’re not getting enough value from your marketing automation & CRM platforms.
You probably bought Pardot (and maybe HubSpot) only to find that you’re not getting enough value.
You’re heavily invested in Salesforce, and thought that your marketing department should use Pardot for marketing automation since it is owned and developed by Salesforce and must integrate and work great with Salesforce. Salesforce and Pardot are world-class, right?
What is RevOps and how does it help to align marketing and sales?
examples of how others have already defined RevOps and our definition of RevOps
What is AMPSEA?
AMPSEA is a Pardot acronym that stands for ‘allow multiple prospects with the same email address’. See how it can affect your marketing & CRM
Quick Tip: Pros and cons of testing a Pardot form using the View Online preview link
If you want to test a Pardot form but don't want to (or can't) test it on your website, you can test the form using the Pardot 'View Online' preview link. Benefits of form testing using the Pardot View Online form preview There are some instances where you might...
Campaign member status not appearing in Pardot
Many users have noticed that, even though they’ve added a new campaign member status, and have tried to refresh the data via an automation rule, the new status is still missing from Pardot.
Pardot profiling, scoring, and grading
Generating prospects in Pardot via various marketing efforts is a great start. Now, it’s time to take it past the top of the marketing funnel and talk about Pardot grades and scores.
Pardot vs. Act-On: feature comparison
In this post we explore the features, pros, and cons of Pardot vs. Act-On to help you select a product that will best suit your needs.
Where’s my snippet?!
If you create a snippet and don’t see a field called Assignment, the snippet won’t appear in your Pardot merge fields and you can’t use it.
Salesforce trusted IP address for easy Pardot access
By adding your IP address to Salesforce as a trusted IP address, you can disable the identity verification challenge.
Best email template builders for email production
Since most of the email marketing tools on the market today are lacking in features, usability, and team collaboration workflows (i.e. Pardot!), we decided to put together this brief pros and cons list of a few noteworthy options that might be better for your email production and email marketing efforts. These aren’t just email design tools, but online tools/services/products suitable for rapid and collaborative email production by your marketing department.
Email template builder workflows: External vs. Pardot or HubSpot email builder
There are three email template builder workflows that one could use to generate new templates. We recommend using them all depending on the circumstance and blending them as needed.
Pardot email template basics
Pardot email templates are located under Pardot email>Templates. Before you get started, email templates must have a folder and campaign selected.
Maintaining Pardot data integrity with Everest by Validity for improved email deliverability
Step by step process to validate your Pardot data integrity with Everest, from Pardot export to list validation.
How to reduce mailable prospects in Pardot so you don’t need to buy more prospects from Salesforce
How to reduce mailable prospects in Pardot so you don’t need to buy more prospects from Salesforce.
Quick Tip: Some lesser known Pardot and Salesforce limitations
Quick Tip: Some lesser known Pardot and Salesforce limitations
Our favorite MCAE (Pardot) features
Here are our favorite Pardot marketing automation tools that really make MCAE stand out from its peers and streamline lead generation.
Pardot Lightning Email Builder—love it or loathe it
Pardot lightning email builder gives you another way to build email templates. Here are the pros and cons of using the latest email tool.
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 Engagement Studio: Resending the same email template
Pardot’s engagement studio is one its most powerful and useful features. Before setting up an engagement program, or journey, it’s important to what objective it serves.
Understanding Pardot HML
HML is available for Pardot email templates, list emails, 1:1 emails, dynamic content, landing pages, forms, and user signatures.
Pardot dynamic content
Ever wish you could create just one template that could show different text and images based on criteria such as your prospect’s location, job title or Pardot score? Dynamic content allows marketers to personalize their content to align with buyer personas and...
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.
Apple’s Mail Privacy Protection and which engagement metrics matter most
What is Apple’s 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 users’ online activities. One of the features, Mail Privacy Protection (MPP), gives users...
Understanding Pardot segmentation—static, dynamic and test lists
One of the first items of business when setting up your Marketing Cloud Account Engagement (Pardot) account is to organize your prospects in various lists. Pardot keeps it fairly simple and straightforward with three types of lists: dynamic, static and test lists. To...
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. We’ll also go over campaign attribution models and how to use them to gauge marketing’s 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.
Trending Topics
HubSpot campaigns vs. Salesforce campaigns (what’s the difference?)
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Using Form Journeys to consolidate and automate form processing using Pardot marketing automation
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Does migrating marketing automation or CRM platforms actually pay off?
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.
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Trending Posts
HubSpot campaigns vs. Salesforce campaigns (what’s the difference?)
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Using Form Journeys to consolidate and automate form processing using Pardot marketing automation
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Does migrating marketing automation or CRM platforms actually pay off?
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.
How to avoid form spam using marketing automation
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Best email template builders for email production
Since most of the email marketing tools on the market today are lacking in features, usability, and team collaboration workflows (i.e. Pardot!), we decided to put together this brief pros and cons list of a few noteworthy options that might be better for your email production and email marketing efforts. These aren’t just email design tools, but online tools/services/products suitable for rapid and collaborative email production by your marketing department.
Email template builder workflows: External vs. Pardot or HubSpot email builder
There are three email template builder workflows that one could use to generate new templates. We recommend using them all depending on the circumstance and blending them as needed.
How to reduce mailable prospects in Pardot so you don’t need to buy more prospects from Salesforce
How to reduce mailable prospects in Pardot so you don’t need to buy more prospects from Salesforce.
Pardot Lightning Email Builder—love it or loathe it
Pardot lightning email builder gives you another way to build email templates. Here are the pros and cons of using the latest email tool.
Using and extending Google UTM parameters in Pardot
This article shows how to set up and extend custom UTM functionality in Marketing Cloud Account Engagement (MCAE/Pardot) for more robust UTM campaign tracking and various methods for capturing custom UTM data for a new or existing prospects into Pardot.
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. We’ll also go over campaign attribution models and how to use them to gauge marketing’s true impact on your campaigns.
Pardot Posts
Pardot Sandbox (Salesforce Marketing Cloud Account Engagement Sandbox) Requirements, Limitations, and Considerations
Which test environment should you use: Pardot Sandbox, Pardot Demo Org, Pardot Dev Org? We outline some things to take into account and highlight some of the main differences between testing environments so that you can make the best decision on which type of testing environment or ‘playground’ will work best for your needs.
More precise wait times in Pardot Winter ’24 Release
Engagement studio has shorter email wait times, but are they short enough? Does the Winter ’24 Release give you enough delay time options?
Using Form Journeys to consolidate and automate form processing using Pardot marketing automation
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Does migrating marketing automation or CRM platforms actually pay off?
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.
Notable Pardot enhancements of the Summer ’23 Release
Our notable Pardot enhancements include the new Optimizer and the ability to use external actions with all completion actions.
How to avoid form spam using marketing automation
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Quick Tips
Quick Tip: Some lesser known HubSpot limits and constraints
How many emails can you send per month with HubSpot? What is the limit on the number of HubSpot campaigns and workflows?
Quick Tip: Syncing HubSpot with Salesforce Do Not Email
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Pardot now says Account Engagement
If you’re are having trouble locating Pardot in the App Launcher try looking for Account Engagement. It has been updated.
Quick Tip: How to tell if you are using Pardot Classic or Pardot Lightning
Pardot App or Pardot Lightning? That is the question. For all Marketing Cloud Account Engagement (Pardot) users out there who’ve maybe recently started working with Pardot or who's organization recently enabled Pardot Lightning, and who aren’t familiar with the...
Quick Tip: Pros and cons of testing a Pardot form using the View Online preview link
If you want to test a Pardot form but don't want to (or can't) test it on your website, you can test the form using the Pardot 'View Online' preview link. Benefits of form testing using the Pardot View Online form preview There are some instances where you might...
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