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Email Content – See Your Email Metrics
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 [...]
Pardot Email Content – Email Sending Gotchas
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
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 [...]
Pardot Email Builder-Helpful Set Up Guide
I updated this blog on 6/20/2021 to incorporate the Summer 2021 enhancement. Now, Salesforce provides a default CDN domain for your salesforce instance, making the Email Builder set up fast and easy. __ Hey there! Glad to see that you are ready to set up the new Email Builder, the future of email sending in Pardot. The Email Builder allows marketers to create basic, drag-and-drop [...]
Pardot Email Builder-Set Up Your Salesforce CMS
I updated this blog on 6/20/2021 to reflect the Summer 2021 enhancement. Salesforce now provides a default CDN domain for your salesforce instance. (Nice!) Because Salesforce made setup easier, you can get complete Email Builder setup instructions in Pardot Email Builder – Helpful Set Up Guide Good luck! More Other helpful Email Builder blogs: Pardot Email Content - Sending an Email [...]
9 Benefits of Einstein Behavior Score
Traditional lead scoring has been around for decades. Traditional is the perfect word. It means long-established. Conventional. Habitually done. What’s the opposite of traditional? Novel. Modern. Einstein. Yes, Einstein. Traditional lead scoring is choosing a horse and buggy when you have a car (Einstein) in the garage. With traditional scoring, sales and marketing teams determine the quality of a lead based on specific activities [...]
11 most common questions about Pardot Business Units
Content from Richard Felle, Salesforce Senior Marketing Automation Consultant Pardot enhancements roll out every April, August and December - three times more frequent than Apple launching a new iPhone. Sometimes, it’s hard to keep up. With so much change, Pardot users often have questions. Here are 11 of the most common questions Salesforce gets about Pardot business units. Background Business Units are separate Pardot [...]
Confused by First-Party Tracking? No More!
Question: How do you get a B2B marketer’s attention? Answer: Mess with their marketing reports. Google Chrome’s recent announcement to phase out third-party cookies is making a significant impact in the web ecosystem. Read more here. To be ready, you need to make changes to your website and upgrade your Pardot system by the end of 2021 or your website tracking won't report correctly. Pardot [...]
The Demise of Third-Party Cookies: What B2B Marketers Need to Know
Hard to believe that a term with the words "cookie" and "party" is terrible. But third-party cookies are crumbling, and the party is shutting down. Google Chrome's recent announcement to halt using third-party cookies is stopping (should be stopping) B2B marketers in their tracks. Companies use third-party cookies to track website visitors, improve the user experience, and collect data that helps target ads to the [...]
7 Tips for Pardot Admins to Negotiate for Salesforce Administrator Rights
As a Pardot administrator, you are the king of the Pardot castle. But now your castle is moving into the Salesforce kingdom. The need for Pardot admin's to get Salesforce Administrator rights is important because Pardot functionality intertwines with Salesforce with every new release. Often, marketers don’t have the appropriate Salesforce access to do their job. I’ve seen marketers struggle updating engagement history dashboards, adding [...]
Get the Scoop on ALL the ways to use Salesforce Engagement History
Ok marketers, who wants better marketing reporting? Everyone? I figured. Then get the scoop on ALL the ways to use Pardot and Salesforce Engagement History. If you’re looking for better marketing reports and metrics (I know you all are), make sure that you understand the different ways to use Salesforce and Pardot’s Engagement History. So many people start and stop at the Engagement History Dashboard. [...]
Resubscribe Prospects With This New Pardot Feature
Are you capturing ALL your interested prospects for your marketing emails? I mean, even the ones that previously opted out and recently filled out a form? Don’t know? Well, check your account settings for Pardot’s resubscribe feature. It takes about 3 minutes (same amount of time to put gas in your car). Plus it’s just common sense. Enabling this simple feature captures all engaged prospects [...]
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