Pardot Basics

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 [...]