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Account Engagement (Pardot): Send Birthday Emails with Ease
If you want to send a birthday email to your customers every year (or for any occasion), it’s a challenge. Account Engagement (Pardot) 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 every Contact’s [...]
View Account Engagement (Pardot) Bounce Details With Ease
A common question from 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 think your [...]
When Account Engagement (Pardot) Cookies Prospects
Cookies are a big topic of discussion these days. Ever wonder when Account Engagement (Pardot) cookies your prospects? Keep reading! Background When visitors click on Account Engagement (Pardot) 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 [...]
Account Engagement (Pardot) Email Builder Image Dimensions
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 [...]
Dynamic Lists to Clean Up Your Database
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 (Account Engagement) database or pay up. Go to Account Engagement Settings > Account Settings > Usage and limits to see where you stand. Look at your current mailable prospects against your system limit. This Salesforce resource is helpful, but [...]
SYSTEM UPDATE: Check your Account Engagement (Pardot) Settings
Salesforce is automatically updating Account Engagement for security reasons. Read more about the details and what you need to do. I will refer to Account Engagement in this blog with its new name: Marketing Cloud Account Engagement (MCAE). Am I affected? Go to Account Engagement Settings > Domain Management. Click on the upper right button called "Content Served Using Default Domain." This report will [...]
Salesforce Engage Survival Guide
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)
Using Account Engagement’s (Pardot’s) Einstein Engagement Frequency (EEF)
Here's a refreshing, new Account Engagement 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, [...]
Using Account Engagement’s (Pardot’s) Open Rules Audit
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 Account Engagement'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 [...]
You Enabled Account Engagement (Pardot) Email Builder Before the Winter ’22 Release? KNOW THIS!
You’re a first-mover, and you turned on Account Engagement’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 [...]
ParDreamin Picks for 2021
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)
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 [...]
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