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Campaign Influence: How Auto-Association Works (You may be surprised!)


I love surprises! Salesforce campaign influence allows you to connect a prospect’s marketing activity to opportunity revenue. Why am I talking about surprises?  How the campaign influence, auto-association time frame is calculated may surprise you.  (It surprised me!) Campaign Influence Enablement Let's get started. Once enabled, campaign influence will associate campaigns with opportunities to help you understand the effectiveness of your marketing efforts. To turn [...]

Easy Explanation of Pardot’s First-Party Tracking

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As a Pardot consultant, I troubleshoot problems for other companies. I’ve learned that you just need a “dig-in” attitude.   But even with a good mindset, understanding Pardot’s first-party tracking is tricky.  If you want to know how Pardot first-party tracking works with more than one website, this blog is for you.  (Or, if you just like to know what’s going on.) First, what is a [...]

First-Party Tracking Explained – Pardot User Group Recorded Session

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First-Party Tracking and What You Need To Do In Pardot On March 10, 2021, the Twin Cities and New Delhi Pardot User Groups presented a session on first-party tracking.  The links below are the slides and the recording of the session.  Salesforce's Christopher Cornett and Joel Odom were guest speakers. Slides 2021.03.10 First-Party Tracking User Group Meeting Recording     2:33 - Slide [...]

Blissfully Easy B2B Marketing Analytics (B2BMA) Setup


My grandfather used to say, “If you have a talent, use it.” His sage advice holds for B2B Marketing Analytics: If you have it, use it. Many companies have B2B Marketing Analytics (B2BMA), but it’s not enabled because they don’t know it exists, or the setup is often challenging. (Setup is the #1 question Salesforce gets about B2BMA.) B2BMA is a reporting tool that gives [...]

How to Manage the Duplicate Dilemma


PardotPro Lara Black collaborated on this blog.   So what's the big deal with dupes? In Pardot, duplicates mean that you might email the wrong person, or that your reporting will be messy (or completely inaccurate). Or, the worst of all, your duplicate may not sync with Salesforce, which means they're not capturing account level fields that indicate they're a customer or have an open [...]

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