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.
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
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.
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.
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.
By adding your IP address to Salesforce as a trusted IP address, you can disable the identity verification challenge.
Quick Tip: Some lesser known Pardot and Salesforce limitations
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.
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
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.
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.
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.
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.
Pardot lightning email builder gives you another way to build email templates. Here are the pros and cons of using the latest email tool.
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.
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
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.
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.
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.
By adding your IP address to Salesforce as a trusted IP address, you can disable the identity verification challenge.
Quick Tip: Some lesser known Pardot and Salesforce limitations
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.
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