In an earlier blog post we talk about snippets and how they can be used in email and web marketing. There are certain things that need to be in place before snippets can be enabled, which we also go over in the Pardot snippets post. But what if youāve activated Pardot Lightning? Youāve enabled connected campaigns and HML? Youāve also ensured youāve access to view and edit campaigns in Salesforce and youāre still not seeing snippets in your Pardot merge fields?
Chances are it has to do with the assignment field.
Assignment field and snippets
For a snippet to appear in Pardot it has to either be associated with a campaign or a business unit.
Salesforce image of snippet assignment field
If itās associated with a campaign, it will only appear on assets that are also part of the same campaign. If itās associated with a business unit, then all assets that are part of that business unit will be associated with it. Associating a snippet with a business unit is usually the better route to take, as it doesnāt limit the snippet to a specific campaign.
Missing assignment fields in Pardot
Snippets can be created in Pardot Lightning by going to content>snippets. If, when you go to create a snippet, you do not see a field called Assignment, that snippet will not appear in your Pardot merge fields and you wonāt be able to use it. Itās a bit frustrating, Salesforce allows you to create the snippet if this field is missing yet you cannot use it if itās not assigned to a business unit or campaign.
If youāre running into this issue, you can edit the snippet page layout to include the Assignment related list. Once this field has been added youāll be able to go back to your newly created snippet, assign it to a business unit or a campaign and use it in your Pardot marketing. You will probably need to wait a bit for the snippet to appear, but you should be able to use the snippet within a matter of minutes.
References
Enabling snippets https://help.salesforce.com/s/articleView?id=sf.pardot_snippets_enable.htm&type=5
Creating and managing snippets https://help.salesforce.com/s/articleView?id=sf.pardot_snippets_create.htm&type=5
About the Pardot rename
In April 2022, Salesforce announced the rebrand of Pardot to Marketing Cloud Account Engagement. While the rebrand unfolds and the world adapts to the new nomenclature, we'll typically keep the Pardot name in our blog posts.
There are several permutations of the new name being thrown about, so you may see us use any one of them as things evolve:
- Pardot
- Marketing Cloud Account Engagement
- Marketing Cloud Account Engagement (Pardot)
- MCAE
- MC Account Engagement
- Account Engagement by Pardot
Author | Jennifer G
Pardot Consultant
Jennifer has been using Pardot since 2010, way before it was owned by Salesforce. As a marketing and sales professional, Jennifer realized the importance of understanding and mastering a solid MAS and CRM. She enjoys helping others with their MAS and, if she can help marketing and sales folks look like rockstars along the way, even better!
Jeff Kemp
Author | Certified Consultant | Owner
Technology Consultant | Marketing Automation & CRM Consultant
Working as an independent consultant under my company Optimal Business Consulting, I can advise on your tech stack selection and optimize your processes and platforms for improved marketing & sales effectiveness, operations, and ROI.
Brief intro about Jeff Kemp (Owner) - Watch Video:
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 & CRM optimization for over 10 years, eight 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 high profile roles in sales and marketing management.
I've led over 50 client consulting engagements in various industries (sometimes working through other Salesforce Partners), and with each organization and project that I'm involved with I work hard to identify and solve 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 is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC
My superpowers:
ā”Operational Efficiency ā”Knowledge ā”Experience ā”Business Acumen ā”VersatilityĀ ā” Perseverance
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