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Account Engagement (Pardot): Set Salesforce Field History Tracking for Email Opt Out
What’s the worst mistake in marketing? Most think about marketers sending wayward emails to the whole database, but what happens behind the scenes can be scary too. For instance, one marketing team was staring at an automation rule that had gone wrong. The marketer accidentally chose the criteria “Isn’t on the list” instead of “Is on the list.” The result? The system unsubscribed twenty-five thousand [...]
Track Account Engagement Activities in Google Analytics (GA4)
This is a recorded session from the B2B Marketers User Group in Melbourne. Google Analytics 4 (GA4) is an analytics service that measures traffic and engagement across your websites and apps. Sabuhi Yahyayev, Marketing Automation Practice Lead from CloudKettle, explains integrating GA4 with Account Engagement. For instance, whenever someone fills out your Account Engagement form, the details go to GA4. It's best to [...]
Account Engagement Folder Sharing in Email Template
When you save your email template, you can keep it in a Private or Public folder. Private - Only you can see the email template. Public - Everyone can see the email template. But what if you want something in between? You can create a folder and grant specific people access to the folder. Follow the steps below. Email Template Creating a Shared Folder [...]
Downloadable User Guides for Account Engagement (Pardot)
Know more Check out these guides for more insights on key Account Engagement topics.
What is “Status.salesforce.com” and Why Should I Care?
Salesforce updated how Account Engagement (Pardot) users get system notifications. You might see a notification on your Account Engagement Dashboard. No more trust.pardot.com Salesforce continues migrating Account Engagement features and functions into the core systems. With this, Account Engagement's status site "trust.pardot.com" is moving to "status.salesforce.com" on June 1, 2023. Salesforce Status provides transparency on service availability and performance for Salesforce products. For instance, Salesforce [...]
Deep Dive into the Account Engagement (Pardot) Optimizer
When Salesforce discussed potential names for the Optimizer, I would have suggested a different choice. I would have called it "Mom." It's the force that says, "Clean up your stuff!" What is the Optimizer? The Optimizer gives marketers a big-picture look at the health of their Account Engagement systems to improve email send times, speed up automation processing, and more. Marketers can see which recommendations [...]
Simplify Your Campaign Structure With 6 Easy-Peasy Steps
A big step toward better marketing reporting is using campaigns. For marketers, campaigns are the foundation of measuring the effectiveness of their team's activities. Here's a six-step process to help you navigate setting up your campaigns in Account Engagement. 1. List your marketing initiatives Write down all the activities of your marketing team. Defining initiatives will provide insights into the effectiveness of those efforts. Events [...]
Top 10 Account Engagement (Pardot) Blog posts of 2023
I always enjoy looking back to see what blog posts are getting the most traction and helping marketers. Here are the Top 10 most popular blog posts of 2023: Adding Account Engagement (Pardot) Users with User SyncCreating the Perfect Account Engagement Campaign Structure Surprisingly, I often get this question from companies with user sync enabled: How do I add an Account Engagement (Pardot) user? [...]
Follow These 4 Steps for an Effective Email Drip
Creating your first email drip is daunting. (Where to begin?) So, I’m giving you a starting point. The concept Here’s the scenario: you have permission to email a segment of prospects, and they are new to your company. Maybe these are prospects from a trade show. We are going to send five emails- one every week. I’m looking for prospects that click twice. After the [...]
Verifying your Account Engagement (Pardot) Email Sending Domain
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 [...]
Don’t Forget the “Do Not Email” Field
Do you use the Do Not Email field? Most marketers overlook it or misuse it. Account Engagement (Account Engagement) mailability features updated in the summer of 2021. With it, Salesforce proposed a new way to manage prospects. Understand the difference Account Engagement offers two fields to prevent prospects from getting emails. Do Not Email - Marketers can mark prospects as Do Not Email to [...]
What are Account Engagement (Pardot) External Actions and External Activities?
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 Account Engagement 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 Account Engagement in three [...]
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