I love uncovering little surprises. (Like the time I found a miniature plastic spoon on the bottom of the yogurt container.) Amazing! Here are a few “spoon” features of B2BMA. Notifications B2BMA lets you view or add notifications. When a value passes a specific threshold, you can set a notification to get real-time alerts to key metrics.  Create notifications by selecting Set Notification from the [...]

Flows can be scary to create, but Opportunity Contact Roles are important for Pardot's campaign influence reporting. Here are the blueprints to create a Flow that automatically adds opportunity contact roles to the opportunity when the opportunity is created. I'm still new to Flows, so Sofia Davis-Kos from Cloud Masonry created this for me.  I've used it with many companies to give them Opportunity Contact [...]

Coastal Cloud’s Pardot Consultant Danielle (Dani) Reeve collaborated on this blog.   Need a landing page, but you don’t have HTML/CSS skills? No problem! Pardot’s new landing page builder may be right for you. Salesforce released a new drag-and-drop landing page builder in the Winter 2022 release.  It comes exactly a year after the Email Builder, and if you are familiar with creating drag-and-drop email templates, [...]

While I was at Dreamforce this week, I bumped into several Pardot experts. So...naturally I stopped and asked them about their favorite Pardot Winter '22 release feature.  Here's what they said: Jennifer Schneider - Pardot Classic is retired "If you're you're not on Lightning, do it yesterday!" The Pardot Classic app will no longer be available for new accounts on October 11, 2021, and it’s [...]

These tips are from my friend Claudia Hoops, a Pardot consultant at Destined.  She posted these insights on LinkedIn, and I grabbed a handful that had the most engagement.   #1 - Page Action Counter Page Actions are a nifty, but powerful Pardot feature and, in my experience, often underutilized. They allow you to overlay specific pages on your website with Pardot Marketing Automation actions. [...]

Apple’s new privacy protection made me sigh. Marketers dodged a downhill-rolling boulder with Google’s announcement to stop third-party tracking, only to find another serious obstacle (Apple’s new policy) right behind it. Apple’s Mail Privacy Protection blocks email senders from knowing if email recipients opened their email. It also masks the IP address so it can’t be linked to other online activity or used to determine [...]

Pardot's resubscribe feature is golden. It lets an unsubscribed prospect opt back in again after they fill out a form.   Resubscribe works great – if you use Pardot forms. But, oh… you use form handlers. Sorry.  I see many companies using form handlers, and none of them have a resubscribe process. One solution is to use form handler completion actions to trigger an autoresponder with [...]

This blog was updated for the Winter 2022 Release.    Pardot’s mailability enhancement is the story of the iceberg.   You know. When you only see the very tip of the iceberg, and there’s much more to it underneath the water. Salesforce made several Pardot upgrades that give marketers better control and visibility on prospects’ ability to be emailed (changes to the Do Not Email and [...]

Picking the right time and day to send an email makes me groan. Should I send it in the morning? Weekends? Fridays? The dilemma is common with marketers. But Pardot's new feature takes away the mystery. Einstein Send Time Optimization chooses the optimal time to send an email to maximize the probability of recipients opening the email. (Pull up a chair.) What is Einstein Send [...]