Create this Must-Have Salesforce Report for Campaigns
Ok, I’m going to share a little secret. I’m going to show you a report that I create for all my clients who use campaigns and want campaign marketing attribution. [...]
Campaign Influence: How Auto-Association Works (You may be surprised!)
I love surprises! Salesforce campaign influence allows you to connect a prospect’s marketing activity to opportunity revenue. Why am I talking about surprises? How the campaign influence, auto-association time frame [...]
Easy Explanation of Account Engagement’s (Pardot’s) First-Party Tracking
As a Account Engagement consultant, I troubleshoot problems for other companies. I’ve learned that you just need a “dig-in” attitude. But even with a good mindset, understanding Account Engagement’s first-party [...]
First-Party Tracking Explained – Account Engagement (Pardot) User Group Recorded Session
First-Party Tracking and What You Need To Do In Account Engagement On March 10, 2021, the Twin Cities and New Delhi Account Engagement User Groups presented a session on first-party [...]
Blissfully Easy B2B Marketing Analytics (B2BMA) Setup
My grandfather used to say, “If you have a talent, use it.” His sage advice holds for B2B Marketing Analytics: If you have it, use it. Many companies have B2B [...]
What’s the Difference Between First-Party and Third-Party Cookies?
Ok, change of pace on this blog. I wanted my readers to know the difference between first-party and third-party cookies in about 90 seconds, so I made a video. Also, [...]
How to Manage the Duplicate Dilemma
Account EngagementPro Lara Black collaborated on this blog. So what's the big deal with dupes? In Account Engagement, duplicates mean that you might email the wrong person, or that [...]
How to Update Account Engagement (Pardot) for Single Sign-On (SSO) Quickly and Easily
The countdown continues for Account Engagement-only users. (I imagine a New Year’s Eve style countdown.) The eminent day is February 15, 2021. By this date, all your Account Engagement users [...]
Don’t Miss These ParDreamin’ Highlights
I attended ParDreamin' last month, and it was ripe with great Account Engagement advice. (I’ve been binge-watching the recorded sessions the last few weeks.) ParDreamin' presenters shared Account Engagement insights [...]
Email Content – See Your Email Metrics
There's a way to set up your Email Content to see all your email sending metrics at the top of the page. My clients (all of them) prefer to have [...]