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Marketing Cloud – Setting Identity Resolution for Converted Leads
Julie Edminster from Simplified Solutions wrote this blog. If you need help with Account Engagement, Marketing Cloud or Salesforce, message Julie on LinkedIn. If you have Leads with different emails than their converted contacts or Leads with no emails, you need to update your Identity Resolution Rules. Otherwise, the prospect could be counted as two individuals and get duplicate emails. First, set up the [...]
Marketing Cloud Growth Preference Page Customizations
So, you're ready to set up the Marketing Cloud Preference Page. Here are the customizations available today. Getting Started with Marketing Cloud Preference Page Customizations First, go to the App Launcher and type "Privacy Preference Manager." Find the default email preference page, go to the settings and "Unpublish." Email Preference Center Customization You will see some basic customization on labels. You [...]
Marketing Cloud Growth Winter 2025 Release
Woah! The Marketing Cloud Growth Winter Release 2025 is packed with incredible goodness! Let's jump right in! Opportunity Influence I never saw this coming. Boom! Marketing reporting convenience! Marketers can now see which campaigns are most impactful with virtually no effort. Opportunity Influence uses email click engagement data to automatically attribute revenue from each Closed/Won opportunity to specific campaigns. You can choose first-touch or last-touch [...]
Quick Guide for Implementing Marketing Cloud Growth Edition
Setting up Marketing Cloud Growth Edition can feel daunting. The implementation is new to everyone, the documentation is hard to decipher, and something changes every few months. (Agh!) Keep reading to make Marketing Cloud Growth implementation as simple as pressing the EASY button. Getting Started with Marketing Cloud Growth Implementation I created this blog as a quick-start guide for a basic Marketing Cloud setup. Please [...]
Pass the Salesforce Data Cloud Certification Exam on the First Try
Salesforce certification exams can be a beast. I passed the Data Cloud certification exam on the first attempt, and here’s my 1-2-3 recommendation for studying. 1. Data Cloud Trailmix by Salesforce Trailhead Study Unlock Your Data with Data Cloud. Unlike some Trailheads that provide superficial information on Salesforce topics, the Data Cloud Trailmix is solid. (It's the best I’ve seen!) It’s so helpful that I [...]
Account Engagement’s Email Builder – New Email Experience
Change is here! If you use Account Engagement’s Lightning Email Builder, you probably noticed a new option. From the Email Content tab, click “Edit in Builder,” and you are prompted with this popup. If you choose “Current email experience,” you can proceed as usual. (No change.) SPOILERS ALERT: I recommend staying in the Current Email Experience. The Salesforce ecosystem is changing rapidly, and much is [...]
Move Account Engagement (Pardot) Assets between Sandbox and Production
Would you like to move email templates, engagement studio programs or other assets between Account Engagement's sandbox and production (and vice versa)? You can! Use Account Engagement's Bulk Asset Copy Sandbox to production Flow to make your Account Engagement testing a snap. Sandboxes allow you to plan and test your content so that it is perfect for showtime. For instance, you may need to tweak [...]
6 Benefits of Account Engagement’s Integration into Salesforce
Companies must consider many factors when choosing a new marketing automation platform. One crucial consideration is integration with the Customer Relationship Management (CRM) system. Because marketing and sales are closely intertwined, companies need seamless dataflow. This blog highlights Account Engagement's integration with Salesforce. So, what does integration mean, and why should you care? Keep reading. One login to access Account Engagement & Salesforce New users [...]
Send Salesforce Reports to Your Inbox for Easy Monitoring
How do you like your email marketing data? To go? Me too. If you create a marketing report in Salesforce, you can set a subscription to receive the daily, weekly, or monthly details. (Think DoorDash or Uber Eats.) Marketers, you might want to know: The number of form submissions this month Metrics on all the emails sent recently The average monthly unsubscribe numbers Details on [...]
Navigate Email Marketing When You Can’t Trust Click Metrics
Clickbots are a curse to all marketers. With the rise of security bots, email click metrics are getting harder to trust. Marketers reviewing email results are often frustrated because the number of clicks looks…wrong. Security bot clicking First, let's understand what's happening. When email metrics look inflated, a common culprit is email security bots. Most click bots are security applications and scripts run by businesses [...]
Account Engagement Copy Between Business Units- Bulk Asset Copy Flow
If you have mulitple business units in your Account Engagement org, you will likely want to copy assets between business units. An email template that needs to go into each business unit is a prime example. Now you can transfer assets easily between Account Engagement business units. Go to Settings > Flows. Find the Account Engagement Bulk Asset Copy Flow. Here is the Flow. [...]
Use These Email Tools for Account Engagement (Pardot)
Google and Yahoo made new email requirements effective February 2024. They expect email marketers to: Maintain a low spam threshold (under 0.3%) Authenticate emails with SPF, DKIM and DMARC Always include a List-Unsubscribe header Use these tools to make sure that you have all the new requirements covered. Postmaster Tool Gmail has a 27.4% market share, and if you regularly send emails to your email [...]
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