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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 [...]
Account Engagement (Pardot) Email Content – Email Sending Gotchas
After creating a Account Engagement 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 Gotcha (unexpected, usually disconcerting challenges). Unsubscribe Federal regulations require marketers to have an unsubscribe [...]
Account Engagement (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 Account Engagement 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 [...]
Set Up Account Engagement (Pardot) Email & Landing Page Builders
Hey there! Glad to see that you are ready to set up the new Email and Landing Page Builders, the future of marketing in Account Engagement. The Email and Landing Page Builders allow marketers to create basic, drag-and-drop templates. Let's go! Setting up Account Engagement Email & Landing Builders If you prefer videos, watch me set up the Email & Landing Page Builder in SEVEN [...]
Account Engagement (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 Account Engagement Email Builder – Helpful Set Up Guide Good luck! More Other helpful Email Builder blogs: Account Engagement Email Content - Sending [...]
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