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  • Account Engagement (Pardot) engagement studio program
    Follow These 4 Steps for an Effective Email Drip

Follow These 4 Steps for an Effective Email Drip

Jen KazinPardot|

Creating your first email drip is daunting.  (Where to begin?) So, I’m giving you a starting point. The concept Here’s the scenario: you have permission to email a segment of [...]

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  • Account Engagement Pardot Email Sending Domain
    Verifying your Account Engagement (Pardot) Email Sending Domain

Verifying your Account Engagement (Pardot) Email Sending Domain

Jen KazinPardot|

Let's get your Sending Domain setup! Sending Domain A sending domain indicates who an email is from via the "From" email header. Your IT person can configure the DNS records [...]

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  • Account Engagement Pardot Do Not Email
    Don’t Forget the “Do Not Email” Field

Don’t Forget the “Do Not Email” Field

Jen KazinPardot|

Do you use the Do Not Email field? Most marketers overlook it or misuse it. Account Engagement (Pardot) mailability features updated in the summer of 2021. With it, Salesforce proposed [...]

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  • Account Engagement (Pardot) Extensibility with External Actions and External Activities and the API V5
    What are Account Engagement (Pardot) External Actions and External Activities?

What are Account Engagement (Pardot) External Actions and External Activities?

Jen KazinPardot|

If you ask anyone in Salesforce, "What's new with Account Engagement (Pardot)?" they will probably say, "Extensibility." Salesforce has been dutifully dedicating resources to extensibility, the ability to connect Pardot [...]

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  • Account Engagement pardot send first email
    Sending your first email from Account Engagement (Pardot)

Sending your first email from Account Engagement (Pardot)

Jen KazinPardot, Pardot Basics|

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 [...]

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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 (Pardot) Select Sync Behavior for the prospect opted out field
    Account Engagement (Pardot) Select Sync Behavior for the prospect Opted Out field

Account Engagement (Pardot) Select Sync Behavior for the prospect Opted Out field

Jen KazinPardot|

Did you see the new message on the Pardot Dashboard tab:  Select Sync Behavior for the prospect Opted Out field?    Salesforce is changing the Opted Out field sync behavior.  [...]

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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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  • Lightning email builder sending
    Compare Lightning Email Builder with Classic Email Sending

Compare Lightning Email Builder with Classic Email Sending

Jen KazinPardot|

"Should I use the new Email Builder," is a question I hear often.   My answer: "It depends."  I've seen marketers divide on their preferences, mainly due to what features are [...]

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  • Follow These 4 Steps for an Effective Email Drip
  • Verifying your Account Engagement (Pardot) Email Sending Domain

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