Your First Engagement Studio in 5 Steps
The Engagement Studio Program (ESP) is my all-time favorite application in Account Engagement (probably because it's the most intuitive)! The user interface is simple to navigate, and you can create [...]
What is “Status.salesforce.com” and Why Should I Care?
Salesforce updated how Account Engagement (Pardot) users get system notifications. You might see a notification on your Account Engagement Dashboard. No more trust.pardot.com Salesforce continues migrating Account Engagement features and [...]
Deep Dive into the Optimizer
When Salesforce discussed potential names for the Optimizer, I would have suggested a different choice. I would have called it "Mom." It's the force that says, "Clean up your stuff!" [...]
Simplify Your Campaign Structure With 6 Easy-Peasy Steps
A big step toward better marketing reporting is using campaigns. For marketers, campaigns are the foundation of measuring the effectiveness of their team's activities. Here's a six-step process to help [...]
Top 10 Blog posts of 2022
I always enjoy looking back to see what blog posts are getting the most traction and helping marketers. Here are the Top 10 most popular blog posts of 2022: [...]
Follow These 4 Steps for an Effective Email Drip
Creating your first email drip is daunting. (Where to begin?) So, I’m giving you a starting point. The concept Here’s the scenario: you have permission to email a segment of [...]
Verifying your Account Engagement (Pardot) Email Sending Domain
Let's get your Sending Domain setup! Sending Domain A sending domain indicates who an email is from via the "From" email header. Your IT person can configure the DNS records [...]
Understanding Engagement History
Ok, marketers, who wants better marketing reporting? Everyone? I figured. Then get the scoop on ALL the ways to use Pardot and Salesforce Engagement History. If you’re looking for better [...]
Don’t Forget the “Do Not Email” Field
Do you use the Do Not Email field? Most marketers overlook it or misuse it. Account Engagement (Pardot) mailability features updated in the summer of 2021. With it, Salesforce proposed [...]
What are Account Engagement (Pardot) External Actions and External Activities?
If you ask anyone in Salesforce, "What's new with Account Engagement (Pardot)?" they will probably say, "Extensibility." Salesforce has been dutifully dedicating resources to extensibility, the ability to connect Pardot [...]