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How to Update Pardot for Single Sign-On (SSO) Quickly and Easily

Pardot|

The countdown continues for Pardot-only users. (I imagine a New Year’s Eve style countdown.) The eminent day is February 15, 2021.   By this date, all your Pardot users should be synced with Salesforce users with Single Sign-On (SSO) enabled. Pardot is saying sayonara (goodbye!) to its legacy, user authentication system. SSO lets users access both Salesforce and Pardot with one set of credentials. What happens [...]

Don’t Miss These ParDreamin’ Highlights

Pardot|

I attended ParDreamin' last month, and it was ripe with great Pardot advice.  (I’ve been binge-watching the recorded sessions the last few weeks.) ParDreamin' presenters shared Pardot insights that gave me the same delight as reaching into last season’s coat pocket and finding a wad of money (over and over again). I’m loving it. Here are a few examples: Use HML to enable Resubscribe on [...]

Pardot Email Content – Sending an Email

Pardot|

After creating a Pardot email builder template, your next step is sending an email. Exciting! At the time of writing this blog, I’d sent more than a dozen emails from Email Content, and I learned a few items that I want to share with you. Let’s start with the Gotchas (unexpected, usually disconcerting challenges). There are two circumstances that stop many of my clients. Gotchas [...]

Pardot Email Builder-Explore Your Image Hosting Choices

Pardot|

Everybody likes choices.  The more the better. But sometimes, more choices creates indecision. You will quickly realize in the new Pardot email builder that you have a choice to store images in three different places: URL link Salesforce CMS Files So… what’s the difference? Let’s examine each option. 1. URL Link The URL link allows you to copy and paste a link to a publicly [...]

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