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  • Salesforce Account Engagement Pardot Engagement History
    Understanding Engagement History

Understanding Engagement History

Jen KazinPardot Basics|

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 [...]

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  • Adding Account Engagement (Pardot) Users with User Sync

Adding Account Engagement (Pardot) Users with User Sync

Jen KazinPardot, Pardot Basics|

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 [...]

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  • account engagement pardot salesforce integration
    Account Engagement (Pardot) and Salesforce Integration

Account Engagement (Pardot) and Salesforce Integration

Jen KazinPardot, Pardot Basics|

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 [...]

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  • Account Engagement Completion Actions
    Creating Effective Account Engagement (Pardot) Completion Actions

Creating Effective Account Engagement (Pardot) Completion Actions

Jen KazinPardot, Pardot Basics|

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 [...]

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  • Account Engagement Segmentation and dynamic lists
    Account Engagement: Create Segmentation or Dynamic Lists

Account Engagement: Create Segmentation or Dynamic Lists

Jen KazinPardot, Pardot Basics|

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 [...]

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  • Pardot folder structure UNORGANIZED
    Building a Folder Structure

Building a Folder Structure

Jen KazinPardot Basics|

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

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  • pardot campaign structure
    Creating the Perfect Pardot Campaign Structure

Creating the Perfect Pardot Campaign Structure

Jen KazinPardot, Pardot Basics|

Setting up a Pardot 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 apples, [...]

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  • Pardot unsubscribe
    Effectively Set Up Your Pardot Unsubscribe

Effectively Set Up Your Pardot Unsubscribe

Jen KazinPardot Basics|

Every email needs an unsubscribe link.  Every. Single. Email. In fact, Pardot won’t let you send an email without the unsubscribe or preference center link. Keep reading to learn how [...]

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  • Pardot preference page
    Pardot Preference Center: Manage Subscribers Like a Pro

Pardot Preference Center: Manage Subscribers Like a Pro

Jen KazinPardot Basics|

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 [...]

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