Follow These 4 Steps for an Effective Email Drip
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 [...]
Verifying your Account Engagement (Pardot) Email Sending Domain
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 [...]
Don’t Forget the “Do Not Email” Field
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 [...]
What are Account Engagement (Pardot) External Actions and External Activities?
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 [...]
Sending your first email from Account Engagement (Pardot)
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 [...]
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 [...]
Account Engagement (Pardot) Select Sync Behavior for the prospect Opted Out field
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. [...]
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 [...]
Compare Lightning Email Builder with Classic Email Sending
"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 [...]