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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 [...]
The One Account Engagement (Pardot) Email Report That You Should Have
If you were stranded on a deserted island and could only have one Account Engagement report, which one would you pick? I’d choose the custom Engagement History email report. A whole new (reporting) world Custom Engagement History email reports will open a whole new world to Account Engagement reporting. Where do you go to see the results of your Account Engagement emails? Ninety-nine percent of [...]
Create this Must-Have Salesforce Report for Campaigns
Ok, I’m going to share a little secret. I’m going to show you a report that I create for all my clients who use campaigns and want campaign marketing attribution. The report informs marketers on how many opportunities have contact roles and how many opportunities are missing contact roles. Who cares, you ask? Populating contact roles on opportunities is critical. Without it, your campaign influence [...]
Campaign Influence: How Auto-Association Works (You may be surprised!)
I love surprises! Salesforce campaign influence allows you to connect a prospect’s marketing activity to opportunity revenue. Why am I talking about surprises? How the campaign influence, auto-association time frame is calculated may surprise you. (It surprised me!) Campaign Influence Enablement Let's get started. Once enabled, campaign influence will associate campaigns with opportunities to help you understand the effectiveness of your marketing efforts. To turn [...]
Easy Explanation of Account Engagement’s (Pardot’s) First-Party Tracking
As a Account Engagement consultant, I troubleshoot problems for other companies. I’ve learned that you just need a “dig-in” attitude. But even with a good mindset, understanding Account Engagement’s first-party tracking is tricky. If you want to know how Account Engagement first-party tracking works with more than one website, this blog is for you. (Or, if you just like to know what’s going on.) First, [...]
First-Party Tracking Explained – Account Engagement (Pardot) User Group Recorded Session
First-Party Tracking and What You Need To Do In Account Engagement On March 10, 2021, the Twin Cities and New Delhi Account Engagement User Groups presented a session on first-party tracking. The links below are the slides and the recording of the session. Salesforce's Christopher Cornett and Joel Odom were guest speakers. Slides 2021.03.10 First-Party Tracking User Group Meeting Recording 2:33 [...]
Blissfully Easy B2B Marketing Analytics (B2BMA) Setup
My grandfather used to say, “If you have a talent, use it.” His sage advice holds for B2B Marketing Analytics: If you have it, use it. Many companies have B2B Marketing Analytics (B2BMA), but it’s not enabled because they don’t know it exists, or the setup is often challenging. (Setup is the #1 question Salesforce gets about B2BMA.) B2BMA is a reporting tool that gives [...]
What’s the Difference Between First-Party and Third-Party Cookies?
Ok, change of pace on this blog. I wanted my readers to know the difference between first-party and third-party cookies in about 90 seconds, so I made a video. Also, here is a previous blog that explains how to convert to first-party tracking in Account Engagement.
How to Manage the Duplicate Dilemma
Account EngagementPro Lara Black collaborated on this blog. So what's the big deal with dupes? In Account Engagement, duplicates mean that you might email the wrong person, or that your reporting will be messy (or completely inaccurate). Or, the worst of all, your duplicate may not sync with Salesforce, which means they're not capturing account level fields that indicate they're a customer or have [...]
How to Update Account Engagement (Pardot) for Single Sign-On (SSO) Quickly and Easily
The countdown continues for Account Engagement-only users. (I imagine a New Year’s Eve style countdown.) The eminent day is February 15, 2021. By this date, all your Account Engagement users should be synced with Salesforce users with Single Sign-On (SSO) enabled. Account Engagement is saying sayonara (goodbye!) to its legacy, user authentication system. SSO lets users access both Salesforce and Account Engagement with one set [...]
Don’t Miss These ParDreamin’ Highlights
I attended ParDreamin' last month, and it was ripe with great Account Engagement advice. (I’ve been binge-watching the recorded sessions the last few weeks.) ParDreamin' presenters shared Account Engagement 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 [...]
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 [...]
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