Let's get your Sending Domain setup! Sending Domain A sending domain indicates who an email is from via the "From" email header. Your IT person can configure the DNS records for a sending domain, which allows recipient mail servers to authenticate your messages.   For instance, if you use Email Sender jen.kazin@greenkeydigital.com, "greenkeydigital.com" is the sending domain.  Domain Setup Your IT person will need to add [...]

Do you use the Do Not Email field? Most marketers overlook it or misuse it. Account Engagement (Pardot) mailability features updated in the summer of 2021. With it, Salesforce proposed a new way to manage prospects. Understand the difference Pardot offers two fields to prevent prospects from getting emails. Do Not Email - Marketers can mark prospects as Do Not Email to suppress them from [...]

If you ask anyone in Salesforce, "What's new with Account Engagement (Pardot)?" they will probably say, "Extensibility." Salesforce has been dutifully dedicating resources to extensibility, the ability to connect Pardot to different systems. Why should marketers care?  Better connectivity allows for better data and insight, leading to more precise automation. Plus, it reduces manual work. Salesforce is expanding extensibility with Pardot in three ways: External [...]

Did you see the new message on the Pardot Dashboard tab?    Salesforce is changing the Opted Out field sync behavior.   You must choose either "Use Pardot's Value" or "Use Salesforce's Value."  You have until February 26, 2023, to update it.   If you don't take action, the Opted Out field will be UNMAPPED and stop syncing with Salesforce. Any new Pardot instance created after August, [...]

"Should I use the new Email Builder," is a question I hear often.   My answer: "It depends."  I've seen marketers divide on their preferences, mainly due to what features are available in Email Builder. Marketers who embrace the Email Builder Have neither HTML and CSS coding capabilities nor agency resources Put more emphasis on the email content (less on design) Think speed and ease of [...]

If you want to send a birthday email to your customers every year (or for any occasion), it’s a challenge. Marketing Cloud Account Engagement (MCAE) doesn’t have an easy drop-down button for annual email sending.  No worries! You can create a couple of custom fields and copy these Salesforce Flows to make it work in your system.   How it works To send an email on [...]

A common question from Marketing Cloud Account Engagement (Pardot) marketers has been, “Can we see a bounce report?”   Well, now you can. What is a Bounce? An email bounces when it cannot be delivered and is returned to the sender. Emails bounce for many reasons,  but they may also negatively impact your email deliverability. For instance, if you have a high bounce rate, servers may [...]

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 [...]

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. [...]

Lara Black inspired and contributed to this blog.   Are you trying to keep your mailable limit down?   Marketers often find themselves creeping close to their mailable limit and either have to clean out the MCAE (Pardot) database or pay up.   Go to Pardot Settings > Account Settings > Usage and limits to see where you stand. Look at your current mailable prospects against your [...]

Salesforce is automatically updating Pardot for security reasons on August 12. I will refer to Pardot in this blog with its new name: Marketing Cloud Account Engagement (MCAE). Am I affected? Go to Pardot Settings > Domain Management. Click on the upper right button called "Content Served Using Default Domain." This report will list any content (forms, form handlers, images etc.) or other content that’s [...]

Salesforce Engage helps sales people  see marketing engagement. Click on the links below to get the whole story. It's everything you need to know about Salesforce Engage. Have fun!   Salesforce Engage (slide deck)   Community User event (recording)