I'll walk you through the steps of importing prospects. First, go to Account Engagement Settings tab and select Imports on the left side.   Prepare your spreadsheet and save it [...]

Hey, first-timer.  Are you ready to send an email in Account Engagement's Lightning Email Builder? Let's go!   Creating a List First, follow this video to create a list. [...]

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 [...]

Ok, marketers, who wants better marketing reporting? Everyone? I figured. Then get the scoop on ALL the ways to use Account Engagement and Salesforce Engagement History. If you’re looking for [...]

I often get this question from clients: "We plan to start sending emails in Account Engagement (Pardot). How can we make sure that we do everything correctly?" Here are three [...]

Surprisingly, I get this question often from companies with user sync enabled: How do I add an Account Engagement (Pardot) user? Here are the steps: Add user First, go into [...]

Imagine standing in front of a twenty-thousand-square-foot steel warehouse full of your company’s products. How will you sell your products to customers? The combination of sales and marketing working in [...]

Need a simple automation whenever a prospect takes action? Use a completion action! Completion actions are one of the foundational automation tools in Account Engagement (Pardot).  Marketers use them to [...]

Account Engagement has two kinds of lists: Segmentation and Dynamic. Both lists are used for various reasons, including sending emails, suppressing email recipients or grouping prospects in your database for [...]

A discussion about Account Engagement folder structure is as exciting as paying bills for many marketers. (Yawn.) But neglecting your folder structure has negative consequences. Poorly organized Account Engagement orgs [...]