Blog
Stay up-to-date on the
latest marketing automation & CRM trends!
Our Latest Articles
Best Practice: Salesforce and Pardot campaign setup
Deep dive article providing practical tips on Salesforce 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.
Pardot custom fields
Pardot custom fields allow you to capture more information on your prospects. You can add custom fields from those that exist in Salesforce.
Pardot automations—knowing when to use which tool
New Pardot users may initially find automations daunting. Discerning which automation works best is not always straightforward. Certain tools, like automation rules and dynamic lists, have 36 rule criteria and 25 rule actions. Becoming familiar with each tool and its functionality takes time, and the best way to do this is to start using automations.
Using the email preference center with Pardot classic and lightning
Pardot email preference center links are populated via Handlebars Merge Language (HML) or, for older versions, Pardot Merge Language (PML)
Pardot snippets
Understanding Pardot snippets and how to use them with Pardot Classic and Pardot Lightning email buiders.
Trending Topics
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.
Subscribe to our Blog
Follow Us
Trending Posts
Best Practice: Salesforce and Pardot campaign setup
Deep dive article providing practical tips on Salesforce 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.
Pardot Posts
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 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.
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?
Quick Tips
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.
Quick Tip: Some lesser known Pardot and Salesforce limitations
Quick Tip: Some lesser known Pardot and Salesforce limitations
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.
Categories
Schedule a call...
If you're having problems with the Calendly form above try this link instead.
Send a quick email...