Send Your First Email in Lightning Email Builder
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. [...]
Understanding Engagement History
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 [...]
Adding Account Engagement (Pardot) Users with User Sync
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 [...]
Account Engagement (Pardot) and Salesforce Integration
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 [...]
Creating Effective Account Engagement (Pardot) Completion Actions
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: Create Segmentation or Dynamic Lists
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 [...]
Building a Folder Structure
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 [...]
Creating the Perfect Account Engagement Campaign Structure
Setting up a Account Engagement campaign structure the first time can be a daunting task. Why? Well, marketing initiatives are messy. As a marketer, you want to compare apples to [...]
Effectively Set Up Your Account Engagement Unsubscribe
Every email needs an unsubscribe link. Every. Single. Email. In fact, Account Engagement won’t let you send an email without the unsubscribe or preference center link. Keep reading to learn [...]
Account Engagement Preference Center: Manage Subscribers Like a Pro
Last week I bought hockey laces for my 12-year old son, and now I get daily marketing emails about pucks, helmets, and hockey sticks. Hmph. I don't play hockey. Where's [...]