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When MCAE (Pardot) Cookies Prospects

Pardot|

Cookies are a big topic of discussion these days.  Ever wonder when MCAE (Pardot) cookies your prospects? Keep reading! Background When visitors click on MCAE marketing assets, web browsers will add a cookie (small data block) to their computer. This action identifies the person, and if that visitor interacts with your company again, MCAE will track their interactions. For example, if a visitor completes a [...]

MCAE (Pardot) Email Builder Image Dimensions

Pardot|

With the new Email Builder, you may struggle to find the correct image size for different column widths. Often, it’s a trial-by-error game. Does this look familiar? (See how the image needs resizing for smaller columns.) Here is a handy guide. It shows you the approximate Email Builder image dimensions for different column widths. You can print, cut, and pin the PDF near your workspace. [...]

SYSTEM UPDATE: Check your Pardot Settings

Pardot|

If you see this banner on your Pardot Dashboard tab, keep reading. What's happening? Salesforce is updating Pardot for security reasons. If you embed Pardot forms or other content in iframes, include JavaScript in that content, and serve this content over the default go.pardot.com domain, you need to make updates.  UPDATE: Companies can CHOOSE to enable the security update. It will be automatically enabled on August 12. I [...]

Using Pardot’s Einstein Engagement Frequency (EEF)

Pardot|

Here's a refreshing, new Pardot feature. Einstein Engagement Frequencey (EEF) helps marketers by predicting the optimal send frequency for marketing emails. For example, you can create a list of "Undersaturated" prospects for a re engagement email drip program.  Or, you can add "Oversaturated" prospects to a suppression list to prevent too many emails sent to individual prospects. Use the EEF criteria in Engagement Studio, dynamic [...]

Using Pardot’s Open Rules Audit

Pardot|

In September 2021, Apple's Mail Privacy Protection made email opens a less reliable engagement metric. Read more here. Time to do something about it. Use Pardot's Open Rules Audit to identify where you have "email open" as a trigger in Engagement Studios, Automation Rules and Dynamic Lists.  Consider using a different metric to measure email engagement (like clicks). The Open Rules Audit is available in [...]

You Enabled Pardot Email Builder Before the Winter ’22 Release? KNOW THIS!

Pardot - Email Builder|

You’re a first-mover, and you turned on Pardot’s Email Builder before the Winter ’22 release (Before October 2021). Nice! Follow these steps if you want to use Email Builder templates for Engagement Studio email drip campaigns. Email Builder Go into the Email Template tab and click on an email template. Do you see Activate for Automation in the top right corner? If you see “Activate [...]

ParDreamin Picks for 2021

Pardot|

I am an oversized ParDreamin’ advocate, but I didn’t watch a single recorded session…until now. I finally had a break between clients and my kids’ youth sporting events to get caught up.  Here are my top 2021 session picks. How to watch ParDreamin’ Before you start, I have two tips. You can download the speaker slides to get a quick peek at the content. This [...]

7 Nifty Features of B2B Marketing Analytics (B2BMA)

Pardot|

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 [...]

Pardot Business Units 201

Pardot - Business Units|

Now that you’re getting comfortable with business units let’s get into some details that often raise questions.   #1 How to manage inbound prospects with forms for multiple business units Imagine managing your inbound prospects through forms.   In this instance, you have a single form, and a field value will direct the prospect to the correct BU. Here is an example of the steps (using two [...]

How to Effectively Add Opportunity Contact Roles (Flow)

Pardot|

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 [...]

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