When a Prospect first syncs to Salesforce, the Pardot Salesforce Connector will create a Lead, which then continues through your organisation’s lead lifecycle. This is known as “Pardot Reverse...
We’ve been thinking about how some businesses don’t fit the mold that’s typical for Pardot/Salesforce customers. How you treat existing customers depends entirely on how your business runs. There...
Data can flow into, and out from, your Marketing Automation tool from a multitude of sources. Although the reality for most marketers is an exhaustive list, what I can...
Engagement History reporting gives us the opportunity to build Salesforce reports based on Pardot marketing asset performance data. I will get on to the details later – but what...
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another, and arrange them into a hierarchy structure. Having ‘child’ campaigns linked to ‘parent’ campaigns is beneficial for...
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another, and arrange them into a hierarchy structure. Having ‘child’ campaigns linked to ‘parent’ campaigns is beneficial for...
The Summer ‘19 Pardot release bought us Engagement History Dashboards. This pre-made report appears on Salesforce connected campaigns, visualising campaign performance trends – your Pardot campaign efforts deserve to...
The ‘Active’ checkbox field on Salesforce Campaigns comes out-of-the-box with Salesforce. Many marketers take its existence for granted, as we get more efficient at setting campaigns up, almost on...
Duplicates are nasty. Duplicates are a problem for all marketers, splitting a Prospect’s profile across several records (leaving gaps or causing conflicts), and of course, skewing Engagement Metrics. There’s...
Campaign Approval Processes are a popular request, especially those marketers using Pardot. There is no approval functionality available for Pardot campaigns, but luckily we have options now that Salesforce...
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