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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 10 [...]
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 [...]
9 Benefits of Einstein Behavior Score
Traditional lead scoring has been around for decades. Traditional is the perfect word. It means long-established. Conventional. Habitually done. What’s the opposite of traditional? Novel. Modern. Einstein. Yes, Einstein. Traditional lead scoring is choosing a horse and buggy when you have a car (Einstein) in the garage. With traditional scoring, sales and marketing teams determine the quality of a lead based on specific activities [...]
11 most common questions about Account Engagement (Pardot) Business Units
Content from Richard Felle, Salesforce Senior Marketing Automation Consultant Account Engagement enhancements roll out every April, August and December - three times more frequent than Apple launching a new iPhone. Sometimes, it’s hard to keep up. With so much change, Account Engagement users often have questions. Here are 11 of the most common questions Salesforce gets about Account Engagement business units. NOTE: If you [...]
Confused by First-Party Tracking? No More!
Question: How do you get a B2B marketer’s attention? Answer: Mess with their marketing reports. Google Chrome’s recent announcement to phase out third-party cookies is making a significant impact in the web ecosystem. Read more here. To be ready, you need to make changes to your website and upgrade your Account Engagement system by 2023 or your website tracking won't report correctly. (Google delayed the [...]
The Demise of Third-Party Cookies: What B2B Marketers Need to Know
Hard to believe that a term with the words "cookie" and "party" is terrible. But third-party cookies are crumbling, and the party is shutting down. Google Chrome's recent announcement to halt using third-party cookies is stopping (should be stopping) B2B marketers in their tracks. Companies use third-party cookies to track website visitors, improve the user experience, and collect data that helps target ads to the [...]
7 Tips for Account Engagement Admins to Negotiate for Salesforce Administrator Rights
As a Account Engagement administrator, you are the king of the Account Engagement castle. But now your castle is moving into the Salesforce kingdom. The need for Account Engagement admin's to get Salesforce Administrator rights is important because Account Engagement functionality intertwines with Salesforce with every new release. Often, marketers don’t have the appropriate Salesforce access to do their job. I’ve seen marketers struggle updating [...]
Get the Scoop on ALL the ways to use Salesforce Engagement History
Ok marketers, who wants better marketing reporting? Everyone? I figured. Then get the scoop on ALL the ways to use Account Engagement and Salesforce Engagement History. If you’re looking for better marketing reports and metrics (I know you all are), make sure that you understand the different ways to use Salesforce and Account Engagement’s Engagement History. So many people start and stop at the Engagement [...]
Resubscribe Prospects With This New Account Engagement (Pardot) Feature
Are you capturing ALL your interested prospects for your marketing emails? I mean, even the ones that previously opted out and recently filled out a form? Don’t know? Well, check your account settings for Account Engagement’s resubscribe feature. It takes about 3 minutes (same amount of time to put gas in your car). Plus it’s just common sense. Enabling this simple feature captures all engaged [...]
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