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 [...]

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 [...]

There's a way to set up your Email Content to see all your email sending metrics at the top of the page.  My clients (all of them) prefer to have this setting enabled.  I want to show you how to do it. The default page for Email Content looks like this at the top.  It's very simple. If you want to include the email send [...]

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 [...]

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 [...]

If you’re like most marketers, you have 23 items on your work “to-do” list. Well, now you have 24 items because the Pardot email builder just rolled out mid-October, and you want that too. The Email Builder allows marketers to create basic, drag-and-drop email templates, and it's the future of email sending in Pardot. Is the email builder a quick set up? Or a long [...]