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 Account Engagement Dashboard tab: Select Sync Behavior for the prospect Opted Out field? Salesforce requires you to set the sync behavior on [...]
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 [...]
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 [...]
Account Engagement: Send Birthday Emails with Ease
If you want to send a birthday email to your customers every year (or for any occasion), it’s a challenge. Account Engagement (Pardot) doesn’t have an easy drop-down button for [...]
View Account Engagement (Pardot) Bounce Details With Ease
A common question from Account Engagement (Pardot) marketers has been, “Can we see a bounce report?” Well, now you can. What is a Bounce? An email bounces when it cannot [...]
When Account Engagement (Pardot) Cookies Prospects
Cookies are a big topic of discussion these days. Ever wonder when Account Engagement (Pardot) cookies your prospects? Keep reading! Background When visitors click on Account Engagement (Pardot) marketing assets, web [...]