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Account Engagement Business Units 201
Now that you’re getting comfortable with business units let’s get into some details that often raise questions. #1 How to manage inbound prospects with forms for multiple business units Imagine managing your inbound prospects through forms. In this instance, you have a single form, and a field value will direct the prospect to the correct BU. Here is an example of the steps (using two [...]
How to Effectively Add Opportunity Contact Roles (Flow)
Flows can be scary to create, but Opportunity Contact Roles are important for Account Engagement's campaign influence reporting. Here are the blueprints to create a Flow that automatically adds opportunity contact roles to the opportunity when the opportunity is created. I'm still new to Flows, so Sofia Davis-Kos from Cloud Masonry created this for me. I've used it with many companies to give them Opportunity [...]
Introducing Account Engagement’s (Pardot) Landing Page Builder
Coastal Cloud’s Account Engagement Consultant Danielle (Dani) Reeve collaborated on this blog. Need a landing page, but you don’t have HTML/CSS skills? No problem! Account Engagement’s new landing page builder may be right for you. Salesforce released a new drag-and-drop landing page builder in the Winter 2022 release. It comes exactly a year after the Email Builder, and if you are familiar with creating drag-and-drop [...]
Account Engagement (Pardot) Winter ’22 Release Favorites
While I was at Dreamforce this week, I bumped into several Account Engagement experts. So...naturally I stopped and asked them about their favorite Account Engagement Winter '22 release feature. Here's what they said: Jennifer Schneider - Account Engagement Classic is retired "If you're you're not on Lightning, do it yesterday!" The Account Engagement Classic app will no longer be available for new accounts on October [...]
Become a Account Engagement (Pardot) Whiz With These Helpful Tips
These tips are from my friend Claudia Hoops, a Account Engagement consultant at Destined. She posted these insights on LinkedIn, and I grabbed a handful that had the most engagement. #1 - Page Action Counter Page Actions are a nifty, but powerful Account Engagement feature and, in my experience, often underutilized. They allow you to overlay specific pages on your website with Account Engagement [...]
Setting up Business Units – Video
Account Engagement Business Unit Video Configuring Account Engagement Business Units for the first time is a little scary. Watch this short, ten-minute video to see how it's done. (I wish I had this when I set up my first Business Unit!) Setting up Business Units (0:00) Start with these steps before you configure your business units: Add the necessary Salesforce Profies Assign [...]
Demystifying Apple’s Mail Privacy Protection
Apple’s new privacy protection made me sigh. Marketers dodged a downhill-rolling boulder with Google’s announcement to stop third-party tracking, only to find another serious obstacle (Apple’s new policy) right behind it. Apple’s Mail Privacy Protection blocks email senders from knowing if email recipients opened their email. It also masks the IP address so it can’t be linked to other online activity or used to determine [...]
Account Engagement (Pardot) Business Units 101
Some things are better separate. Here're a few examples: pizza and bananas, French fries and ice cream, and certain Account Engagement prospects. Sometimes Account Engagement prospects need to be segregated. Keeping them apart makes more sense. Or, for system configuration or legal reasons, marketers do NOT want prospects intermingling. What are Account Engagement business units? Marketers can separate their Account Engagement database into groups called [...]
Set Up a Resubscribe on your Account Engagement (Pardot) Form Handlers
Account Engagement's resubscribe feature is golden. It lets an unsubscribed prospect opt back in again after they fill out a form. Resubscribe works great – if you use Account Engagement forms. But, oh… you use form handlers. Sorry. I see many companies using form handlers, and none of them have a resubscribe process. One solution is to use form handler completion actions to trigger an [...]
8 Gigantic Reasons to Love Account Engagement’s (Pardot’s) Mailability Enhancement
This blog was updated for the Winter 2022 Release. Account Engagement’s mailability enhancement is the story of the iceberg. You know. When you only see the very tip of the iceberg, and there’s much more to it underneath the water. Salesforce made several Account Engagement upgrades that give marketers better control and visibility on prospects’ ability to be emailed (changes to the Do Not [...]
Boost Email Engagement with Account Engagement’s (Pardot’s) Einstein Send Time Optimization
APicking the right time and day to send an email makes me groan. Should I send it in the morning? Weekends? Fridays? The dilemma is common with marketers. But Account Engagement's new feature takes away the mystery. Einstein Send Time Optimization chooses the optimal time to send an email to maximize the probability of recipients opening the email. (Pull up a chair.) What is Einstein [...]
What You Need to Know About Account Engagement (Pardot) Custom Objects
Setting up Account Engagement custom objects is like getting a new addition to your house. It’s new. It’s exciting, and it opens up a new realm of possibilities. While Account Engagement syncs with Salesforce Leads, Contacts, Accounts, and Opportunities, you may want more. Syncing Account Engagement custom objects to Salesforce gives you better integration and customization for your marketing assets. By default, Account Engagement Advanced [...]
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